Nonprofit · EIN 22-2741682
UNCOMMON INDIVIDUAL FOUNDATION
Tax-exempt · BRYN MAWR, PA 19010
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $5,305,493 | $4,427,638 | $877,855 | $94,018,295 | $1,178,825 | $92,839,470 |
| June 30, 2024 | 990-PF | $2,496,656 | $4,634,760 | -$2,138,104 | $70,551,410 | $272,783 | $70,278,627 |
| June 30, 2023 | 990-PF | $2,448,976 | $3,901,946 | -$1,452,970 | $73,360,386 | $139,175 | $73,221,211 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,032,076
- Dividends
- $2,745,006
- Net rental income
- $280,851
- Net gain from sales of assets
- $1,104,054
- Other income
- $143,506
Expenses
- Grants and similar amounts paid
- $1,133,704
- Compensation of officers, directors and key employees
- $130,000
- Salaries, compensation and benefits (total)
- $847,807
- Disbursements for charitable purposes
- $2,928,755
- Excise tax on investment income
- $39,943
Balance sheet and other
- Total assets, start of year
- $70,551,410
- Total assets, end of year
- $94,018,295
- Total liabilities, end of year
- $1,178,825
- Net assets, end of year
- $92,839,470
- Fair market value of assets
- $94,018,295
- Qualifying distributions
- $2,928,755
- Net investment income
- $4,269,792
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOSEPH LOPEZ 80 W LANCASTER AVE STE 200, DEVON, PA 19333 | CO- MANAGING DIRECTO Highest-paid employee | 40 | $154,894 | $21,995 |
| JOHN C CROSBY 80 W LANCASTER AVE STE 200, DEVON, PA 19333 | EXECUTIVE DIRECTOR | 40 | $130,000 | $10,917 |
| BENJAMIN PIETRZYK 80 W LANCASTER AVE STE 200, DEVON, PA 19333 | DIRECTOR Highest-paid employee | 40 | $105,102 | $16,648 |
| ANDREW P ZIVIC 1001 VALLEY DRIVE, WEST CHESTER, PA 19382 | DIRECTOR Highest-paid employee | 40 | $99,581 | $16,374 |
| CHRISTOPHER DIANTONIO 80 W LANCASTER AVE STE 200, DEVON, PA 19333 | DIRECTOR Highest-paid employee | 40 | $99,391 | $29,223 |
| MICHAEL WROBLEWSKI 80 W LANCASTER AVE STE 200, DEVON, PA 19333 | ASSISTANT DIRECTOR Highest-paid employee | 40 | $83,018 | $14,451 |
| GARY R DILELLA 795 E LANCASTER AVE STE 200, VILLANOVA, PA 19087 | VP AND TREASURY | 10 | $0 | $0 |
| GERALD N HOLTZ 80 W LANCASTER AVE STE 200, DEVON, PA 19333 | PRESIDENT | 10 | $0 | $0 |
| JONATHAN CARUSO 80 W LANCASTER AVE STE 200, DEVON, PA 19333 | DIRECTOR | 5 | $0 | $0 |
| JENNIFER CARUSO 80 W LANCASTER AVE STE 200, DEVON, PA 19333 | DIRECTOR | 5 | $0 | $0 |
990-PF for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Joseph Lopez 80 W Lancaster Ave Ste 200, Devon, PA 19333 | Co-Managing Director Highest-paid employee | 40 | $148,400 | $23,382 |
| John C Crosby 80 W Lancaster Ave Ste 200, Devon, PA 19333 | Executive Director | 40 | $130,000 | $6,040 |
| Lucy Lopez 80 W Lancaster Avenue, Devon, PA 19333 | Co-Managing Director Highest-paid employee | 40 | $113,300 | $14,875 |
| Benjamin Pietrzyk 80 W Lancaster Avenue, Devon, PA 19333 | Director - OTPSE Highest-paid employee | 40 | $100,700 | $12,516 |
| Andrew P Zivic 1001 Valley Drive, West Chester, PA 19382 | Director - Tech Ment Highest-paid employee | 40 | $95,400 | $12,515 |
| Christopher DiAntonio 80 W Lancaster Ave Ste 200, Devon, PA 19333 | Chief Communications Highest-paid employee | 40 | $95,400 | $25,193 |
| Sally E Caruso 80 W Lancaster Ave Ste 200, Devon, PA 19333 | Secretary | 0 | $0 | $0 |
| Gary R DiLella 795 E Lancaster Avenue Ste 200, Villanova, PA 19087 | VP & Treas | 10 | $0 | $0 |
| Gerald N Holtz 795 E Lancaster Avenue Ste 200, Wayne, PA 19087 | President | 10 | $0 | $0 |
990-PF for the year ended June 30, 2023: 9 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Joseph Lopez 80 W Lancaster Ave Ste 200, Devon, PA 19333 | Co-Managing Director Highest-paid employee | 40 | $148,400 | $27,811 |
| John C Crosby 80 W Lancaster Ave Ste 200, Devon, PA 19333 | Executive Director | 40 | $130,000 | $6,022 |
| Lucy Lopez 80 W Lancaster Avenue, Devon, PA 19333 | Co-Managing Director Highest-paid employee | 40 | $111,300 | $14,823 |
| Benjamin Pietrzyk 80 W Lancaster Avenue, Devon, PA 19333 | Director - OTPSE Highest-paid employee | 40 | $100,700 | $13,161 |
| Andrew P Zivic 1001 Valley Drive, West Chester, PA 19382 | Director - Tech Ment Highest-paid employee | 40 | $95,400 | $13,291 |
| Christopher DiAntonio 80 W Lancaster Ave Ste 200, Devon, PA 19333 | Chief Communications Highest-paid employee | 40 | $95,400 | $33,269 |
| Sally E Caruso 80 W Lancaster Ave Ste 200, Devon, PA 19333 | Secretary | 0 | $0 | $0 |
| Gary R DiLella 795 E Lancaster Avenue Ste 200, Villanova, PA 19087 | VP & Treas | 10 | $0 | $0 |
| Gerald N Holtz 795 E Lancaster Avenue Ste 200, Wayne, PA 19087 | President | 10 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 610 OLD LANCASTER RD 2ND FL, BRYN MAWR, PA 19010-3807
- Signed the 990-PF
- GARY DILELLA, VP
- Phone
- (610) 520-0180
- Website
- HTTP://WWW.UIF.ORG
- Return prepared by
- KREISCHER MILLER
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 22-2741682
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1986
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $94,018,295
- Income (IRS master file)
- $5,305,493
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $5,305,493 | $4,427,638 | $94,018,295 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990-PF | June 2024 | $2,496,656 | $4,634,760 | $70,551,410 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990-PF | June 2023 | $2,448,976 | $3,901,946 | $73,360,386 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 22-2741682).
Questions about UNCOMMON INDIVIDUAL FOUNDATION
- What is the EIN of UNCOMMON INDIVIDUAL FOUNDATION?
- The employer identification number (EIN) of UNCOMMON INDIVIDUAL FOUNDATION is 22-2741682.
- Is UNCOMMON INDIVIDUAL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to UNCOMMON INDIVIDUAL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does UNCOMMON INDIVIDUAL FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of UNCOMMON INDIVIDUAL FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNCOMMON INDIVIDUAL FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of UNCOMMON INDIVIDUAL FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 10 people; 6 received compensation from the organization, the highest $154,894 (JOSEPH LOPEZ, CO- MANAGING DIRECTO).
- How much revenue does UNCOMMON INDIVIDUAL FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $5,305,493, expenses of $4,427,638 and total assets of $94,018,295 at year end.
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