2024-11-04T17:01:15-06:00 2024-06-30 920460586 PWC US TAX LLP 301 GRANT STREET 45TH FLOOR PITTSBURGH PA 15219 990 2023-07-01 231345265 CARDEZA FOUNDATION T W CARD 8003523705 PO BOX 505 MAC H0006-092 SAINT LOUIS MO 63166 - TRUSTEE 8003523705 2024-10-23 true true LAURA B STROBEL P01271955 4123556000 2024-10-23 X 2023 2024-10-15 13:58:12Z X WELLS FARGO BANK 100 N MAIN ST FL 5 D4001-052 WINSTONSALEM NC 27101 6367500 false X N/A X 1952 PA THE ORGANIZATION'S SOLE PURPOSE IS TO SUPPORT MEDICAL RESEARCH AND TO PROVIDE MAINTENANCE TO THE DIVISION OF HEMATOLOGY IN THE DEPARTMENT OF MEDICINE AT THOMAS JEFFERSON UNIVERSITY MEDICAL COLLEGE. 1 0 0 0 0 0 0 241910 1470863 0 241910 1470863 1059762 1071890 0 162049 167613 0 0 6570 9036 1228381 1248539 -986471 222324 22974289 23188331 0 0 22974289 23188331 THE ORGANIZATION'S SOLE PURPOSE IS TO SUPPORT MEDICAL RESEARCH AND TO PROVIDE MAINTENANCE TO THE DIVISION OF HEMATOLOGY IN THE DEPARTMENT OF MEDICINE AT THOMAS JEFFERSON UNIVERSITY MEDICAL COLLEGE. false false 1115613 1071890 SUPPORT OF THOMAS JEFFERSON UNIVERSITY MEDICAL COLLEGE 1115613 true false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false true false false false true 0 0 true 0 false false false false false false false false false false false false false X 1 0 false false false false false false false true true false false true true true true true true false false false PA X X Wells Fargo Bank NA 8003523705 100 N MAIN ST FL 5 D4001-052 WINSTON SALEM NC 27101 X WELLS FARGO BANK TRUSTEE 1.0 X 167613 0 0 167613 0 0 1 false false false 606259 606259 5761241 4896637 864604 864604 Fund Earnings 900099 1470863 606259 1071890 1071890 167613 41903 125710 1820 1820 0 0 FOREIGN TAXES 7107 7107 INVESTMENT INTEREST EXPENSE 109 109 1248539 1115613 132926 0 1020333 1078350 21953956 22109981 22974289 23188331 0 0 X 22974289 23188331 22974289 23188331 22974289 23188331 X 222324 -8282 X false false false X X X 1 THOMAS JEFFERSON MEDICAL 231352651 3 true 1071890 0 1 1071890 0 true false false false false false false false false false false false false false false true false true X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 true THOMAS JEFFERSON UNIVERSITY MEDICAL COLLEGE 1020 WALNUT STREET PHILADELPHIA PA 19107 231352651 501(C)(3) 1071890 SUPPORT FOR MEDICAL RESEARCH AND MAINTENANCE OF THE DIVISION OF HEMATOLOGY IN THE DEPARTMENT OF MEDICINE. 1 EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 THERE ARE QUARTERLY MEETINGS BETWEEN THE TRUSTEE OF THIS ORGANIZATION AND AN OFFICER OF THE SUPPORTED ORGANIZATIONS TO REVIEW THE SUPPORTING ACCOUNT. THE NEEDS OF THE SUPPORTED ORGANIZATION ARE REVIEWED, ALONG WITH INVESTMENT ISSUES. SECTION D THE FUNDS FROM THIS FOUNDATION SUPPORT THE CARDEZA FOUNDATION FOR HEMATOLOGICAL RESEARCH AT THOMAS JEFFERSON UNIVERSITY. THE TRUSTEE MEETS AT LEAST ANNUALLY WITH THE CFO OF THE UNIVERSITY TO REVIEW INVESTMENTS AND INCOME. MONTHLY STATEMENTS AND PERIODIC PERFORMANCE REPORTS ARE ALSO SENT. THE CARDEZA FOUNDATION FOR HEMALOGICAL RESEA RCH SUPPORTS A RESEARCH PROGRAM THAT OTHERWISE WOULD HAVE TO BE FUNDED BY THE UNIVERSITY. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a WELLS FARGO MAINTAINS WRITTEN RECORDS FOR ALL MEETINGS AND ACTIONS TAKEN IN THE ACCOUNT EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b WRITTEN RECORDS WILL BE MAINTAINED FOR ANY COMMITTEE ACTIONS FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW WELLS FARGO, TRUSTEE, PREPARES AND REVIEWS THE ANNUAL TAX RETURN. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c WELLS FARGO EMPLOYEES HAVE AN OBLIGATION TO READ AND COMPLY WITH THE CODE OF ETHICS AND BUSINESS CONDUCT AND ANY REQUIRED DISCLOSURES ARE MADE TO THE APPROPRIATE CODE ADMINISTRATOR. FORM 990, PAGE 6, PART VI, LINE 18 AVAILABLE UPON REQUEST FORM 990, PAGE 6, PART VI, LINE 19 AVAILABLE UPON REQUEST. FORM 990, PAGE 7, PART VII, SECTION A PART VII: INFORMATION ABOUT OFFICERS, DIRECTORS, TRUSTEES, FOUNDATION MANAGERS, HIGHLY PAID EMPLOYEES, AND CONTRACTORS. THE CORPORATE TRUSTEE'S COMPENSATION REPORTED IN COLUMN (B) IS CALCULATED BASED ON PERIODIC MARKET VALUES AND/OR THE APPLICABLE FEE AGREEMENT. IT IS NOT DETERMINED ON AN HOURLY BASIS AND THE REFERENCE TO ONE HOUR PER WEEK IS A PLACEHOLDER ONLY. CORPORATE TRUSTEE SERVICES INCLUDE BUT ARE NOT LIMITED TO, ADMINISTRATIVE SERVICES SUCH AS FIDUCIARY ACCOUNTING, CUSTODY OF ASSETS, COMPLYING WITH TAX FILING REQUIREMENTS, COMPLYING WITH DISTRIBUTION PROVISIONS, AND COMPLYING WITH FEDERAL AND STATE LAWS APPLICABLE TO PRIVATE FOUNDATIONS, PLUS ASSET MANAGEMENT SERVICES SUCH AS CREATING ASSET ALLOCATION FORM 990, PAGE 7, PART VII, SECTION A STRATEGIES, INVESTMENTS REPORTING AND REALLOCATING AND REBALANCING OF PORTFOLIOS AS NECESSARY. EXPLANATION FOR FORM 990, PART XI, LINE 9 MUTUAL FUND TIMING DIFFERENCE: -$584, CY PURCHASE OF ACCRUED INTEREST : -$8,014, PY PURCHASE OF ACCRUED INTEREST : $384, TAX LOT BASIS ADJ : -$119, COST BASIS ADJ: -$68 THOMAS JEFFERSON MEDICAL 1020 WALNUT ST STE 510 PHILADELPHIA PA 19107 231352651 EDUCATION PA 501(C)(3) 170(b)(1)(A)(iii). N/A false false true false false false false false false false false false false false false false false false false false