Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| (A)
Jeanes Hospital |
232826045 | 3 | Yes | 46,000 | 0 | |
| (B)
Temple University Hospital |
232825878 | 3 | Yes | 123,500 | 0 | |
|
Total 2
|
169,500 | 0 | ||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | ||||||
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | ||||||
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | 0 | 0 | ||
| 2 | Recoveries of prior-year distributions | 2 | 0 | 0 | ||
| 3 | Other gross income (see instructions) | 3 | 113,022 | 118,067 | ||
| 4 | Add lines 1 through 3 | 4 | 113,022 | 118,067 | ||
| 5 | Depreciation and depletion | 5 | 0 | 0 | ||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | 0 | 0 | ||
| 7 | Other expenses (see instructions) | 7 | 0 | 0 | ||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | 113,022 | 118,067 | ||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | 3,060,998 | 3,155,998 | ||
| b | Average monthly cash balances | 1b | 0 | 0 | ||
| c | Fair market value of other non-exempt-use assets | 1c | 0 | 0 | ||
| d | Total (add lines 1a, 1b, and 1c) | 1d | 3,060,998 | 3,155,998 | ||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): 0 |
|||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | 0 | 0 | ||
| 3 | Subtract line 2 from line 1d | 3 | 3,060,998 | 3,155,998 | ||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | 45,915 | 47,340 | ||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | 3,015,083 | 3,108,658 | ||
| 6 | Multiply line 5 by .035 | 6 | 105,528 | 108,803 | ||
| 7 | Recoveries of prior-year distributions | 7 | 0 | 0 | ||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | 105,528 | 108,803 | ||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | 113,022 | |||
| 2 | Enter 85% of line 1 | 2 | 96,069 | |||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | 105,528 | |||
| 4 | Enter greater of line 2 or line 3 | 4 | 105,528 | |||
| 5 | Income tax imposed in prior year | 5 | 0 | |||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | 105,528 | |||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 177,944 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
4,500 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 0 | |
| 4 Amounts paid to acquire exempt-use assets | 0 | |
| 5 Qualified set-aside amounts (prior IRS approval required) | 0 | |
| 6 Other distributions (describe in Part VI). See instructions | 0 | |
| 7Total annual distributions. Add lines 1 through 6. | 182,444 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
173,444 | |
| 9 Distributable amount for 2019 from Section C, line 6 | 105,528 | |
| 10 Line 8 amount divided by Line 9 amount | 10000.0000000000 % | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2019 |
(iii) Distributable Amount for 2019 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2019 from Section C, line 6 | 105,528 | |||
|
2
Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions. |
45,238 | |||
| 3 Excess distributions carryover, if any, to 2019: | ||||
| a From 2014.......0 | ||||
| b From 2015.......0 | ||||
| c From 2016.......0 | ||||
| d From 2017.......0 | ||||
| e From 2018.......0 | ||||
| fTotal of lines 3a through e | 0 | |||
| g Applied to underdistributions of prior years | 0 | |||
| h Applied to 2019 distributable amount | 0 | |||
|
i
Carryover from 2014 not applied (see instructions) |
0 | |||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | 0 | |||
| 4Distributions for 2019 from Section D, line 7: | ||||
| $ 182,444 | ||||
| a Applied to underdistributions of prior years | 45,238 | |||
| b Applied to 2019 distributable amount | 105,528 | |||
| c Remainder. Subtract lines 4a and 4b from 4. | 31,678 | |||
|
5
Remaining underdistributions for years prior to 2019, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
0 | |||
|
6
Remaining underdistributions for 2019. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
0 | |||
|
7 Excess distributions carryover to 2020. Add lines 3j and 4c. |
31,678 | |||
| 8 Breakdown of line 7: | ||||
| a Excess from 2015.....0 | ||||
| b Excess from 2016.....0 | ||||
| c Excess from 2017.....0 | ||||
| d Excess from 2018.....0 | ||||
| e Excess from 2019.....31,678 | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| Schedule A, Part IV, Section D, Line 3 | Anna T. Jeanes Foundation (ATJF) is a type III non-functionally integrated supporting organization. The Executive Director of Temple University Hospital - Jeanes Campus attends each ATJF Board meeting and gives a report on the status of TUH - Jeanes Campus. TUH - Jeanes Campus's grant requests are brought to the ATJF Board by senior members of the TUH - Jeanes Campus administration. The board chair of ATJF writes an annual letter to the TUH - Jeanes Campus Executive Director listing the grants that have been made to TUH - Jeanes Campus during the preceding fiscal year. Currently, three of the fifteen members of the Temple University Hospital Board are also members of the ATJF Board. Two of the fifteen members of the Temple University Health System Board are also members of the ATJF Board. The TUH - Jeanes Campus provides support staff for the ATJF without charge. |
| Schedule A, Part 1, Line 11g | Anna T. Jeanes Foundation supports TUH - Jeanes Campus and its community and maintains the fidelity of TUH - Jeanes Campus's commitment to the community through the monitoring of the Affiliation Agreement with Temple University Health System. Anna T. Jeanes Foundation continues to be an independent entity supporting and sustaining these ideals. The relationship between the two organizations is met through both the attentiveness and responsiveness tests. |
| Schedule A, Part V, Section D, Line 8 | For the responsiveness test, see responses to Part IV, Section D, Line 3 above. For the attentiveness test, the amount of support provided by the Anna T. Jeanes Foundation is necessary to avoid the interruption of the programs funded by the Foundation. The Foundation has a long-standing relationship with TUH - Jeanes Campus. Actual attentiveness by TUH - Jeanes Campus is also explained in the responses to Part IV, Section D, Line 3 above. |
| Schedule A, Part IV, Section A, Line 5a | During the tax year Anna T. Jeanes Foundation's sole supported organization, Jeanes Hospital (EIN: 23-2826045, hereinafter "JH"), merged with and into Temple University Hospital, Inc. (EIN: 23-2825878, hereinafter "TUH") pursuant to a statutory merger under Pennsylvania nonprofit corporate law effective as of February 1, 2020 (the "Merger"), with JH as a separate corporate entity being merged out of existence, and with TUH as the surviving entity operating the existing site of JH as a division of TUH (referred to as "TUH-Jeanes Campus"). Following the Merger, and in accordance with Paragraph 5 of the Court of Common Pleas of Philadelphia County, Pennsylvania Orphans' Court Decree dated December 30, 2019, TUH, as the successor to JH, is entitled to receive distributions from Anna T. Jeanes Foundation and TUH is directed to use such distributions for their intended purposes as directed by the donors of such funds. Anna T. Jeanes Foundation has amended and restated its Articles of Incorporation (which were filed with the Pennsylvania Department of State and made effective as of the effective date of the Merger, February 1, 2020) to provide that Anna T. Jeanes Foundation shall be operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of, TUH in connection with its operation of the TUH-Jeanes Campus, and the support that Anna T. Jeanes Foundation provides to TUH going forward will be for the sole benefit of the TUH-Jeanes Campus or the community in which TUH-Jeanes Campus is located. |
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Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| Form 990, Part VI, Section A, line 4 | During the tax year, Anna T. Jeanes Foundation filed Amended and Restated its Articles of Incorporation with the Pennsylvania Department of State (effective as of February 1, 2020) to name Temple University Hospital, Inc. ("TUH") as its supported organization in place of Jeanes Hospital ("JH") as a result of JH merging out of existence and no longer being a separate corporate entity with its own board of directors. As described in Schedule A, Part VI of this IRS Form 990, Anna T. Jeanes Foundation's sole supported organization, JH, merged with and into TUH pursuant to a statutory merger under Pennsylvania nonprofit corporate law effective as of February 1, 2020 (the "Merger"), with JH as a separate corporate entity being merged out of existence, and with TUH as the surviving entity operating the existing site of JH as a division of TUH (referred to as "TUH-Jeanes Campus"). Following the Merger, Anna T. Jeanes Foundation's Amended and Restated its Articles of Incorporation provide that Anna T. Jeanes Foundation shall be operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of, TUH in connection with TUH's operation of the existing site of JH as a division of TUH (referred to as "TUH-Jeanes Campus"). Consistent with the intent of Anna T. Jeanes and pursuant to the Affiliation Agreement dated November 17, 1995 - by and among i) Temple University of the Commonwealth System of Higher Education; ii) Temple University Health System, Inc.; iii) TUH; iv) Temple Central Hospital, Inc.; v) the Jeanes System Management Company (now known as Anna T. Jeanes Foundation); and vi) JH - and pursuant to the Amended and Restated Income Agreement between Friends Fiduciary Corporation, JH, and TUH effective as of February 1, 2020, following the Merger, Anna T. Jeanes Foundation maintains a continuing right to nominate from among those individuals serving on the board of directors of Anna T. Jeanes Foundation: two (2) members of the board of directors of Temple University Health System, Inc., and two (2) members of the board of governors of TUH. |
| Form 990, Part VI, Section A, line 8b | Not Applicable. Anna T. Jeanes Foundation does not have committees with authority to act on behalf of the governing body. |
| Form 990, Part VI, Section B, line 11b | Before the Form 990 is filed, it is sent electronically to all members of the governing body who are accessible via email. Any member who is not accessible by email is provided a paper copy to review. Each member is asked to review the 990 within one week and contact the Board Chair about any questions. The 990 is also reviewed by independent tax counsel. |
| Form 990, Part VI, Section C, line 19 | Anna T. Jeanes Foundation makes its governing documents and financial statements available to the public upon request. |
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