BETA

TOLL BROTHERS FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
TOLL BROTHERS FOUNDATION (EIN 85-3533872)
Tax period
2023-11-01 to 2024-10-31
Filed
2025-03-06
IRS object ID
202530659349100608
Schema version
2023v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-03-06T09:27:31-06:00ReturnTs
Tax Period End2024-10-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN871353108PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EISNER ADVISORY GROUP LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1130 NORTH 18TH STREET SUITE 3000AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP191032757ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-11-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN853533872EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TOLL BROTHERS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTOLLBusinessNameControlTxt
Phone2159385245PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11140 VIRGINIA DRAddressLine1Txt
CityFORT WASHINGTONCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19034ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOSEPH DESANTOPersonNm
Person TitleVICE PRESIDENT & TREASURERPersonTitleTxt
Phone2159385245PhoneNum
Signature2025-02-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSCOTT TESTAPreparerPersonNm
PTINP00003620PTIN
Phone2158818800PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$11,111,929FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$18,594InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$18,594InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$228,696DividendsRevAndExpnssAmt
Dividends Net Invst Incm$228,696DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$100,176NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,946,616GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$100,176CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$347,466TotalRevAndExpnssAmt
Total Net Invst Incm$347,466TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$4,500TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$50,061OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$50,061OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$54,561TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$50,061TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$476,600ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$476,600ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$531,161TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$50,061TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$476,600TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$183,695ExcessRevenueOverExpensesAmt
Net Investment Income$297,405NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$186,000CashBOYAmt
Cash EOY$83,724CashEOYAmt
Cash EOYFMV$83,724CashEOYFMVAmt
Sav And Temp Cash Invst BOY$2,840,514SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$266,551SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$266,551SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$1,552,639USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,530,704USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,535,952USGovtObligationsEOYFMVAmt
Corporate Stock BOY$4,840,353CorporateStockBOYAmt
Corporate Stock EOY$6,892,500CorporateStockEOYAmt
Corporate Stock EOYFMV$8,305,672CorporateStockEOYFMVAmt
Corporate Bonds BOY$456,529CorporateBondsBOYAmt
Corporate Bonds EOY$918,861CorporateBondsEOYAmt
Corporate Bonds EOYFMV$920,030CorporateBondsEOYFMVAmt
Total Assets BOY$9,876,035TotalAssetsBOYAmt
Total Assets EOY$9,692,340TotalAssetsEOYAmt
Total Assets EOYFMV$11,111,929TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$9,876,035RetainedEarningBOYAmt
Retained Earning EOY$9,692,340RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$9,876,035TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$9,692,340TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,876,035TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$9,692,340TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,876,035TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$183,695ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$9,692,340SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$9,692,340TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
MERILL LYNCH #85002024-01-012024-10-31$617,828$589,350$28,478$28,478
MERILL LYNCH #85002023-09-302024-10-31$371,382$311,865$59,517$59,517
MERILL LYNCH #8500-US TREASURY2024-01-012024-10-31$957,406$945,225$12,181$12,181P
FieldValueIRS element (for citing)
Capital Gain Net Income$100,176CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$28,478NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,134InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,134SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,134TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,265EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$5,265TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,131OverpaymentAmt
Applied To ES Tax$1,131AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJOSEPH DESANTOIndividualWithBooksNm
Phone2159385245PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11140 VIRGINIA DRAddressLine1Txt
CityFORT WASHINGTONCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19034ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHRISTOPHER GAFFNEY
1140 VIRGINIA DRIVEFORT WASHINGTONPA19034PRESIDENT0.00$0$0$0
JOSEPH DESANTO
1140 VIRGINIA DRIVEFORT WASHINGTONPA19034VP & TREASURER0.00$0$0$0
MICHAEL GRUBB
1140 VIRGINIA DRIVEFORT WASHINGTONPA19034VP & ASSISTANT TREASURER0.00$0$0$0
KEVIN COEN
1140 VIRGINIA DRIVEFORT WASHINGTONPA19034VP & SECRETARY0.00$0$0$0
DENISE KLING
1140 VIRGINIA DRIVEFORT WASHINGTONPA19034ASSISTANT SECRETARY0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$10,018,788AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$679,190AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,697,978TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$10,697,978AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$160,470CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,537,508NetVlNoncharitableAssetsAmt
Minimum Investment Return$526,875MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$526,875MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,134TaxBasedOnInvestmentIncomeAmt
Total Tax$4,134TotalTaxAmt
Distributable Before Adj$522,741DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$522,741DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$522,741DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$476,600ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$476,600QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$522,741DistributableAsAdjustedAmt
Undistributed Income PY$34,922UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$476,600QualifyingDistributionsAmt
Applied To Year1$34,922AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$441,678AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$81,063UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CRC WATERSHED ASSOCIATION
PO BOX 1355EDGMONTPA19028NONEPCUNRESTRICTED$2,500
DOLPHINS CHALLENGE CANCER
347 DON SHULA DRMIAMI GARDENSFL33056NONEPCUNRESTRICTED$10,000
FIRST TEE OF PHILADELPHIA
800 WALNUT LANEPHILADELPHIAPA19128NONEPCUNRESTRICTED$30,000
HEIGHTS PHILADELPHIA
123 SOUTH BROAD STREET SUITE 850PHILADELPHIAPA19109NONEPCUNRESTRICTED$10,000
HOMEAID
PO BOX 53156IRVINECA92619NONEPCUNRESTRICTED$50,000
MBA OPENS DOORS FOUNDATION
1919 M STREET NW 5TH FLOORWASHINGTONDC20036NONEPCUNRESTRICTED$10,000
MICHAEL J FOX FOUNDATION
PO BOX 5014HAGERSTOWNMD21741NONEPCUNRESTRICTED$25,000
PHILADELPHIA BAR FOUNDATION
1101 MARKET STREET 11TH FLOORPHILADELPHIAPA19107NONEPCUNRESTRICTED$5,000
PHILADELPHIA VIP
1500 JOHN F KENNEDY BLVD SUITE 1850PHILADELPHIAPA19101NONEPCUNRESTRICTED$5,000
POSSE FOUNDATION
14 WALL STREET SUITE 8A-60NEW YORKNY10005NONEPCUNRESTRICTED$25,000
SUFFOLK UNIVERSITY OFFICE OF ADVANCEMENT
73 TREMONT STREET 13TH FLOORBOSTONMA02108NONEPCUNRESTRICTED$5,000
TOOLS & TIARAS
155-03 JAMAICA AVENUE 2ND FLOORJAMAICANY11432NONEPCUNRESTRICTED$2,000
WHIRLPOOL COLLECTIVE IMPACT
80 W MAIN STREETBENTON HARBORMI49022NONEPCUNRESTRICTED$10,000
WORLD CENTRAL KITCHEN
200 MASS AVE NW 7TH FLOORWASHINGTONDC20001NONEPCUNRESTRICTED$10,000
YOUTHBUILD NATIONAL
1785 COLUMBUS AVENUE SUITE 500ROXBURYMA02119NONEPCUNRESTRICTED$10,000
CEDARS SINAI
6500 WILSHIRE BLVD SUITE 1600LOS ANGELESCA90048NONEPCUNRESTRICTED$10,000
JUVENILE DIABETES RESEARCH FUND
PO BOX 5021HAGERSTOWNMD21741NONEPCUNRESTRICTED$10,000
BTF
10820 SW 134TH TERRACEMIAMIFL33176NONEPCUNRESTRICTED$170,000
SMALL MOMENTS FOUNDATION
410 OXFORD DRIVECOLLEGEVILLEPA19426NONEPCUNRESTRICTED$1,000
BUILD OUT ALLIANCE
PO BOX 173NEW YORKNY10116NONEPCUNRESTRICTED$1,500
CEOS AGAINST CANCER
PO BOX 970FORT WASHINGTONPA19034NONEPCUNRESTRICTED$25,000
ALSF LEMON BALL
333 E LANCASTER AVE 414WYNNEWOODPA19096NONEPCUNRESTRICTED$3,000
BRIDGE TO HOME
23752 NEWHALL AVESANTA CLARITACA91321NONEPCUNRESTRICTED$5,000
THE WEIZMAN
101 S INDEPENDENCE MALL EPHILADELPHIAPA19106NONEPCUNRESTRICTED$5,000
JEWISH VOCATIONAL SERVICE
354 EISENHOWER PARKWAY STE 2150LIVINGSTONNJ07039NONEPCUNRESTRICTED$5,000
FOX CHASE CANCER CENTER
333 COTTMAN AVENUEPHILADELPHIAPA19111NONEPCUNRESTRICTED$5,000
ACS (HOPE LODGE)
PO BOX 970FORT WASHINGTONPA19034NONEPCUNRESTRICTED$1,100
AUTISM SPEAKS
PO BOX 37148BOONEIA500370148NONEPCUNRESTRICTED$2,500
INROADS
PO BOX 14470ST LOUISMO63178NONEPCUNRESTRICTED$5,000
ASHA FOR EDUCATION
PO BOX 888080LOS ANGELESCA90088NONEPCUNRESTRICTED$5,000
THE TREVOR PROJECT
PO BOX 69232WEST HOLLYWOODCA90069NONEPCUNRESTRICTED$5,000
SOLDIERS BEST FRIEND
14505 N 75TH AVEPEORIAAZ85381NONEPCUNRESTRICTED$2,500
TUNNEL TO TOWERS FOUNDATION
2361 HYLAN BLVDSTATEN ISLANDNY10306NONEPCUNRESTRICTED$2,500
WOMEN'S ALZHEIMER'S MOVEMENT AT CLEVELAND CLINICPHILANTHROPY INSTITUTE
PO BOX 931517CLEVELANDOH44193NONEPCUNRESTRICTED$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$476,600TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$18,594ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$228,696ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$100,176ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$347,466ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$347,466TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
INVESTMENT - OTHER$911,556$920,030
INVESTMENT - OTHER$7,305$0

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENT - OTHERStockNm
EOY Book Value$6,892,500EOYBookValueAmt
EOYFMV$8,305,672EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$1,530,704USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$1,535,952USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$2,976$2,976$0$0
ADVISORY FEES$47,085$47,085$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL INCOME TAXCategoryTxt
Amt$4,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.