Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 07-01-2022 , and ending 06-30-2023
Name of foundation
Uncommon Individual Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)610 Old Lancaster Road 2nd Fl
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Bryn Mawr, PA190103807
A Employer identification number

22-2741682
B Telephone number (see instructions)

(610) 520-0180
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$78,679,310J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 39,982
2 Check right arrow.............
3 Interest on savings and temporary cash investments 86,667 86,667  
4 Dividends and interest from securities... 2,254,107 2,254,107  
5a Gross rents............ 154,737 337,110  
b Net rental income or (loss) -40,527
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a 0
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule)..... 0  
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
-86,517 53,431  
12 Total. Add lines 1 through 11........ 2,448,976 2,731,315  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 130,000     130,000
14 Other employee salaries and wages...... 1,052,422     1,052,422
15 Pension plans, employee benefits....... 160,895     160,895
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
5,099     5,099
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
20,790     20,790
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
12,611     12,611
17 Interest............... 120,443 120,443   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
214,870 80,738   134,132
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
179,045 79,211  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 20,364     20,364
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,126,233 749,407   283,314
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,042,772 1,029,799   1,819,627
25 Contributions, gifts, grants paid....... 859,174 859,174
26 Total expenses and disbursements. Add lines 24 and 25 3,901,946 1,029,799   2,678,801
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,452,970
b Net investment income (if negative, enter -0-) 1,701,516
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 553,359 97,242 97,242
2 Savings and temporary cash investments......... 4,015,060 2,887,674 2,887,674
3 Accounts receivable right arrow5,982
Less: allowance for doubtful accounts right arrow   2,668 5,982 5,982
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....   0  
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow     0  
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 64,143,344 Click to see attachment
List of Attached Documents:
// Content
61,341,283 		65,870,126
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,188,576 Click to see attachment
List of Attached Documents:
// Content
2,352,740 		3,142,821
14 Land, buildings, and equipment: basis right arrow6,699,584
Less: accumulated depreciation (attach schedule) right arrow1,650,165 3,731,833 Click to see attachment
List of Attached Documents:
// Content
5,049,419 		5,049,419
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1,270,095 		Click to see attachment
List of Attached Documents:
// Content
1,626,046 		Click to see attachment
List of Attached Documents:
// Content
1,626,046
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 75,904,935 73,360,386 78,679,310
Liabilities 17 Accounts payable and accrued expenses.......... 15,911 6,784
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons   0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
109,698 		Click to see attachment
List of Attached Documents:
// Content
132,391
23 Total liabilities (add lines 17 through 22)......... 125,609 139,175
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 75,779,326 73,221,211
29 Total net assets or fund balances (see instructions)..... 75,779,326 73,221,211
30 Total liabilities and net assets/fund balances (see instructions). 75,904,935 73,360,386
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
75,779,326
2
Enter amount from Part I, line 27a .....................
2
-1,452,970
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
103,997
4
Add lines 1, 2, and 3 ..........................
4
74,430,353
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,209,142
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
73,221,211
Form 990-PF (2022)
Form 990-PF (2022)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Publically Traded Securities P 2022-01-01 2023-06-03
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 10,786,335 0 11,645,052 -858,717
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a 0 0 0 -858,717
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -858,717
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2022)
Form 990-PF (2022)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 23,651
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 23,651
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 23,651
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 6,417
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 18,583
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Original Return Overpayment : -25000 7 25,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,349
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow1,349 Refundedright arrow 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowPA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2022 or the taxable year beginning in 2022? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 5
Part VI-A
Statements Regarding Activities (continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowhttp://www.uif.org
14
The books are in care ofright arrowGary DiLella Telephone no.right arrow (610) 520-2690

Located atright arrow795 E Lancaster Ave Ste 200VillanovaPA ZIP+4right arrow19085
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2022? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2022 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2022.) .....................
3b
 
No
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Sally E Caruso Secretary
0.00 		0 0 0
80 W Lancaster Ave Ste 200
Devon,PA19333
John C Crosby Executive Director
40.00 		130,000 6,022 0
80 W Lancaster Ave Ste 200
Devon,PA19333
Gary R DiLella VP & Treas
10.00 		0 0 0
795 E Lancaster Avenue Ste 200
Villanova,PA19087
Gerald N Holtz President
10.00 		0 0 0
795 E Lancaster Avenue Ste 200
Wayne,PA19087
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
Joseph Lopez Co-Managing Director
40.00 		148,400 27,811 0
80 W Lancaster Ave Ste 200
Devon,PA19333
Lucy Lopez Co-Managing Director
40.00 		111,300 14,823 0
80 W Lancaster Avenue
Devon,PA19333
Benjamin Pietrzyk Director - OTPSE
40.00 		100,700 13,161 0
80 W Lancaster Avenue
Devon,PA19333
Andrew P Zivic Director - Tech Ment
40.00 		95,400 13,291 0
1001 Valley Drive
West Chester,PA19382
Christopher DiAntonio Chief Communications
40.00 		95,400 33,269 0
80 W Lancaster Ave Ste 200
Devon,PA19333
Total number of other employees paid over $50,000...................right arrow 13
Form 990-PF (2022)
Form 990-PF (2022)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 Description of direct charitable activities attached 2,678,801
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2022)
Form 990-PF (2022)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
68,339,528
b
Average of monthly cash balances.......................
1b
4,015,641
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
72,355,169
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
72,355,169
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,085,328
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
71,269,841
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,563,492
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
3,563,492
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
23,651
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
23,651
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,539,841
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
3,539,841
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
3,539,841
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
2,678,801
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
1,035,646
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
3,714,447
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 3,539,841
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 3,589,605
b Total for prior years:20, 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2017...... 0
b From 2018...... 0
c From 2019...... 0
d From 2020...... 0
e From 2021...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 3,714,447
a Applied to 2021, but not more than line 2a 3,589,605
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2022 distributable amount..... 124,842
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2022.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		3,414,999
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2017 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2018.... 0
b Excess from 2019.... 0
c Excess from 2020.... 0
d Excess from 2021.... 0
e Excess from 2022.... 0
Form 990-PF (2022)
Form 990-PF (2022)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2022, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
The Richard E Caruso Family and Aff
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
None
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
The Uncommon Individual Foundation
610 Old Lancaster Road 2nd Floor
Bryn Mawr,PA19010
(610) 520-0180
bThe form in which applications should be submitted and information and materials they should include:
Any form of written correspondence is acceptable
cAny submission deadlines:
None
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
None
Form 990-PF (2022)
Form 990-PF (2022)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year
Various - See Schedule


Various - See Schedule
Various See Schedule,PA19085 		  Paid Scholarships 58,750

Abramson Senior Center

5 Sentry Parkway Suite 100
Blue Bell,PA19422 		  Paid Program Support 10,000

Andrew L Hicks Jr Foundation

PO Box 177
Downingtown,PA19335 		  Paid Program Support 21,080

New Jersey Scholars

56 East Willow Street
Milburn,NJ07078 		  Paid Program Support 30,000

Liguori Academy

1013 Ellsworth Street
Philadelphia,PA19148 		  Paid Program Support 10,524

Camp Hope for Kids

129 Yerger Road
Schwenksville,PA19473 		  Paid Program Support 25,000

Armenian Sisters Academy

440 Upper Gulph Road
Radnor,PA19087 		  Paid Program Support 3,000

Amounts on Schedule K-1

Under 500
Various,PA19085 		  Paid Program Support 147

Ben Rogers I Have a Dream Program

PO Box 7434
beaumont,TX77726 		  Paid Program Support 5,000

CADES

401 Rutgers Avenue
Swarthmore,PA19081 		  Paid Program Support 10,000

Deb Tiagwad Memorial Fund

PO Box 446
Haddonfield,NJ08033 		  Paid Program Support 15,500

American Lung Association

625 N Govenor Printz Boulevard
Essington,PA19029 		  Paid Program Support 1,000

Eagles Autism Challenge Inc

One NovaCare Way
Philadelphia,PA19145 		  Paid Program Support 3,000

OAR 13

110 Ashbourne Lake COurt
Clemmons,NC27012 		  Paid Scholarship Fund 1,000

Ondawave

80 W lancaster Avenue Ste 100
Devon,PA19333 		  Paid Program Support 1,000

Lady Runnin Rebels

325 Old Lancaster Road
Devon,PA19333 		  Paid Program Support 2,000

Radnor ABC

West Wayne Avenue
Wayne,PA19087 		  Paid Program Support 3,000

Conestoga Computer Science Club

200 Irish Road
Berwyn,PA19312 		  Paid Program Support 500

Opportunity Tribe

3310 W Wadley Avenue
Midland,TX79707 		  Paid Program Support 5,000

Our Lady of Assumption Parish

35 Old Eagle School Road
Wayne,PA19087 		  Paid Program Support 5,000

Pennsylvania Horticultural Society

100 N 20th Street
Philadelphia,PA19103 		  Paid Program Support 1,000

Sand Dollars From Rhys

243 Broadway Unit 9188
Newark,NJ07104 		  Paid Program Support 1,000

St Katherine Of Siena Church

104 S Aberdeen Road
Wayne,PA19087 		  Paid Program Support 100,000

St Rose Of Lima

1901 Chester Pike
Eddystone,PA19022 		  Paid Program Support 1,500

The JAG Fund Inc

955 Red Coat Farm Drive
Chalfont,PA18914 		  Paid Program Support 5,000

The Phoenix Society For Burn Survivors

6026 Kalamazoo Ave SE 221
Kentwood,MI49508 		  Paid Program Support 25,000

Villanova University

800 W Lancaster Avenue
Villanova,PA19085 		  Paid Program Support 5,000

WPS OP Leadership And Ethics Fund

57 Briar Road
Wayne,PA19087 		  Paid Program Support 1,000

Vanguard Charitable

2670 Warwick Avenue
Warwick,RI02889 		  Paid Program Support 496,605

Upper Main Line YMCA

1416 Berwyn Paoli Road
Berwyn,PA19312 		  Paid Program Support 12,568
Total .................................right arrow 3a 859,174
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2022)
Form 990-PF (2022)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		523300 0 14 86,667  
4 Dividends and interest from securities .... 523300 0 14 2,254,107  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property..... 531100 -182,373 16 337,110  
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		523300 0 16 0  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aUBTI Not Included Above 		486210 -207,048 16    
bNontaxable Income Schedule K-1 486210   16 36,456  
cOther Portfolio Income from Schedule K-1 486210   16 16,975  
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -389,421 2,731,315  
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,341,894
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
1 Directly Related to Exempt Purpose
Form 990-PF (2022)
Form 990-PF (2022)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  
Part VI Line 7 -Original Return Overpayment: -25,000


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2022
Name of the organization
Uncommon Individual Foundation
 
Employer identification number

22-2741682
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2022)
Schedule B (Form 990) (2022) Page 2
Name of organization
Uncommon Individual Foundation
  		Employer identification number
22-2741682
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
Verizon
 
13001 I Street NW Suite 500 East
 
Washington, DC20005

$ 15,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
AmeriHealth Caritas Partnership
 
3875 West Chester Pike 4th Floor
 
Newtown Square, PA19073

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2022)
Schedule B (Form 990) (2022)
Page 3
Name of organization
Uncommon Individual Foundation
  		Employer identification number

22-2741682
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2022)
Schedule B (Form 990) (2022)
Page 4
Name of organization
Uncommon Individual Foundation
  		Employer identification number

22-2741682
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2022)
Additional Data


Software ID:  
Software Version:  

TY 2022 AccountingFeesSchedule
Name:
Uncommon Individual Foundation
EIN:
22-2741682
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Kreischer Miller Audit 20,790     20,790

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2022 DepreciationSchedule
Name:
Uncommon Individual Foundation
EIN:
22-2741682
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
Devon Building 2014-06-01 2,971,337 480,739 SL 39.000000000000 59,781      
Building Equipment 2014-06-01 19,002 19,002 SL 7.000000000000 0      
FYE 6/14 Computers 2013-11-01 2,481 1,240 SL 5.000000000000 0      
FYE 6/14 Building Security Computer 2014-06-01 7,234 7,234 SL 5.000000000000 0      
Devon Building Furniture 2014-06-01 202,935 202,935 SL 7.000000000000 0      
FYE 6/14 Land Improvements 2014-06-01 180,799 97,931 SL 15.000000000000 12,054      
5 Year Building Property 2014-06-01 155,516 155,516 SL 5.000000000000 0      
Security Camera System 2014-11-01 4,095 4,095 150DB 7.000000000000 0      
Devon Building Windows 2014-07-25 18,240 3,724 SL 39.000000000000 468      
Exterior Signage 2014-11-13 3,823 2,136 150DB 15.000000000000 229      
6/30/2105 Computer Equipment 2014-12-30 8,262 8,262 150DB 5.000000000000 0      
6/30/2015 Video Camera - Studio 2015-03-04 1,378 1,378 200DB 7.000000000000 0      
6/30/2015 Video Equipment 2015-04-16 14,944 14,944 SL 7.000000000000 0      
FYE 6/16 1st Fl Reno 2015-09-15 10,616 1,847 SL 39.000000000000 272      
FYE 6/16 Lobby Reno 2015-11-01 35,975 6,109 SL 39.000000000000 923      
FYE 6/16 Lobby Furniture 2015-11-01 14,690 13,641 SL 7.000000000000 1,049      
FYE 6/16 Patio Furniture 2016-06-15 3,813 3,541 SL 7.000000000000 272      
FYE 6/16 Security Card Reader 2016-02-26 5,030 5,030 SL 5.000000000000 0      
FYE 6/16 Fire Alarm 2016-03-04 3,283 3,049 SL 7.000000000000 234      
FYE 6/16 Monument Sign 2015-07-01 8,603 3,728 SL 15.000000000000 574      
FYE 6/16 Patio 2015-12-01 5,584 2,418 SL 15.000000000000 372      
FYE 6/16 3D Computer & Scanner 2016-06-30 2,665 2,665 SL 5.000000000000 0      
FYE 6/17 3D Printer 2017-06-28 23,431 23,431 SL 5.000000000000 0      
FYE 6/17 Irrigation System 2016-12-31 5,315 1,992 SL 15.000000000000 354      
FYE 6/18 Fence 2018-01-25 15,612 4,554 SL 15.000000000000 1,041      
FYE 6/18 Refrigerator 2018-06-25 1,203 709 SL 7.000000000000 172      
FYE 6/16 Security Cameras 2018-06-25 1,270 1,048 SL 5.000000000000 222      
FYE 6/18 Bldg Improvements 2018-06-25 192,889 19,990 SL 39.000000000000 4,946      
FYE 6/18 Computers 2018-06-25 24,622 20,313 SL 5.000000000000 4,309      
FYE 6/18 Office Furniture 2018-06-25 123,772 72,938 SL 7.000000000000 17,681      
FYE 6/19 Studio Fit Out 2018-10-05 48,848 4,645 SL 39.000000000000 52      
FYE 6/19 Stillwater Fit Out 2019-05-01 162,075 12,987 SL 39.000000000000 4,156      
FYE 6/19 Centric Fit Out 2019-05-06 172,433 13,816 SL 39.000000000000 4,421      
FYE 6/19 Computer Equipment 2019-01-01 47,155 33,009 SL 5.000000000000 9,431      
FYE 6/19 Office Furniture 2018-12-28 2,508 1,253 SL 7.000000000000 359      
FYE 6/19 Studio Equipment 2019-01-01 157,348 78,673 SL 7.000000000000 22,479      
FYE 6/19 Studio F&F 2019-01-01 17,000 8,500 SL 7.000000000000 2,429      
FYE 6/19 2nd Floor Building Improvements 2019-05-01 233,234 18,688 SL 39.000000000000 5,980      
FYE 6/20 B Riley Fit Out 2019-07-01 108,506 8,230 SL 39.000000000000 2,782      
FYE 6/20 SpeakUp Improvements 2020-01-01 54,828 3,456 SL 39.000000000000 1,406      
FYE 6/20 Lobby Renovation 2020-05-01 24,170 1,317 SL 39.000000000000 620      
FYE 6/20 Computer Network Upgrade 2019-09-01 19,322 9,661 SL 5.000000000000 3,864      
FYE 6/20 B Riley Lease 2019-07-01 17,436 10,119 SL 5.170000000000 7,317      
FYE 6/23 BMar Bldg - Tenant 2023-01-09 1,277,167   SL 39.000000000000 15,009      
FYE 6/23 BMawr Tenant Sec Sys 2023-01-09 8,396   SL 7.000000000000 600      
FYE 6/23 Devon Bldg Improvements 2022-12-30 36,278   SL 39.000000000000 504      

TY 2022 InvestmentsCorpStockSchedule
Name:
Uncommon Individual Foundation
EIN:
22-2741682
Name of Stock End of Year Book Value End of Year Fair Market Value
MS 030236 - Marketable Securities 10,955,331 9,673,409
The Vanguard Group Account - Marketable Securities 1,226,975 4,436,525
MS 030994 - Marketable Securities 14,700,150 12,888,238
MS 081801 - Marketable Securities 7,273,761 11,814,999
MS 081838 - Marketable Securities 5,168,519 5,541,519
MS 224473 - Marketable Securities 10,570,213 11,428,222
MS 229657 - Marketable Securities 1,456,553 619,755
MS 229658 - Marketable Securities 3,907,475 3,974,902
MS 229659 - Marketable Securities 1,893,671 1,567,080
FI 202613 - Marketable Securities 4,188,635 3,925,477

TY 2022 InvestmentsOtherSchedule2
Name:
Uncommon Individual Foundation
EIN:
22-2741682
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
Learn Start I LP Interest   1,457,002 2,247,428
Learn Start II LP Interest   865,738 865,393
CGN Convertible Promissory Note   30,000 30,000

TY 2022 LandEtcSchedule2
Name:
Uncommon Individual Foundation
EIN:
22-2741682
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
Headquarters Building 2,822,408 603,467 2,218,941  
Headquarters Building - Land 858,824 0 858,824  
Headquarters Building - Equipment 19,002 19,002 0  
Headquarters Building - Land Improvements 219,736 127,383 92,353  
Furniture & Fixtures 645,980 612,503 33,477  
FYE 6/19 Studio Fit Out 48,848 48,848 0  
FYE 6/19 Office Furniture 2,508 1,612 896  
FYE 6/19 Studio Equipment 157,348 101,152 56,196  
FYE 6/19 Computer Equipment 47,155 42,440 4,715  
FYE 6/19 Stillwater Fit Out 162,075 17,143 144,932  
FYE 6/19 Centric Fit Out 172,433 18,237 154,196  
FYE 6/19 Studio Sign and Awning 0 0 0  
FYE 6/19 Studio F&F 17,000 10,929 6,071  
FYE 6/20 B Riley Fit Out 108,506 11,012 97,494  
FYE 6/20 Computer Network Upgrade 19,322 13,525 5,797  
FYE 6/20 Speak Up Fit Out 54,828 4,862 49,966  
FYE 6/20 Lobby Reno 21,770 1,937 19,833  
FYE 6/23 Devon Building Improvements 36,278 504 35,774  
FYE 6/23 Bryn Mawr Building - Tenant 1,277,167 15,009 1,262,158  
FYE 6/23 B Mawr Security Sys - Tenant 8,396 600 7,796  


TY 2022 LegalFeesSchedule
Name:
Uncommon Individual Foundation
EIN:
22-2741682
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Cozen O'Connor General Legal 5,029     5,029
Bank of America record Retention 70     70


TY 2022 OtherAssetsSchedule
Name:
Uncommon Individual Foundation
EIN:
22-2741682
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
Prepaids and Advances 39,603 11,950 11,950
Deposits 8,863 0 0
Other Intangibles - Net 39,580 58,372 58,372
Construction in Progress - Bryn Mawr Bldg 963,109 1,555,724 1,555,724
Construction in Progress - Bryn Mawr Land 218,940 0 0


TY 2022 OtherDecreasesSchedule
Name:
Uncommon Individual Foundation
EIN:
22-2741682
Description Amount
Net Capital Loss per Books 917,215
Schedule K-1 Amounts Not on Books 291,927


TY 2022 OtherExpensesSchedule
Name:
Uncommon Individual Foundation
EIN:
22-2741682
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Background Checks 71     71
Bank Charges 80     80
Computer Software, Services & Equipment 45,810     45,810
Amortization 18,158 18,158   0
Employee Education 665     665
Filing & License Fees 76     76
Insurance - Property & Liability 24,063 3,402   20,661
Investment Management Fees 461,376 412,015    
Janitorial 29,723 14,169   15,554
Landscaping 3,798 1,930   1,868
Nondeductible Amounts from MLP's 6,234 6,234    
Marketing 1,918     1,918
Meals & Entertainment 40,275     40,275
Maintenance 32,689 24,374   8,315
Office Supplies & Equipment 6,382     6,382
Payroll Service Fees 2,759     2,759
Portfolio Deductions 255,472 255,472    
Postage 724     724
Program Services and Expense 76,423     76,423
Security Services 2,589 1,304   1,285
Sewer Rent 7,116 3,404   3,712
Snow Removal 187 101   86
Subscriptions and Dues 2,543     2,543
Supplies 2,226     2,226
Telephone 3,791     3,791
Trash Removal 1,622 844   778
Utilities 44,261 8,000   36,261
Website Hosting & Operation 11,051     11,051
Studio Fit Out Abandonment 44,151 0   0


TY 2022 OtherIncomeSchedule2
Name:
Uncommon Individual Foundation
EIN:
22-2741682
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ORDINARY BUSINESS INCOME - SCHEDULE K-1 -146,585    
Studio Income - UBTI 6,637    
Other Portfolio Income from Schedule K-1 16,975 16,975  
Nontaxable Income from Schedule K-1 36,456 36,456  


TY 2022 OtherIncreasesSchedule
Name:
Uncommon Individual Foundation
EIN:
22-2741682
Description Amount
Prior Period Book Basis Adjustment 103,997


TY 2022 OtherLiabilitiesSchedule
Name:
Uncommon Individual Foundation
EIN:
22-2741682
Description Beginning of Year - Book Value End of Year - Book Value
Deposits 6,650 6,650
Deferred Tax Liability 27,000 57,000
Payroll Liabilities -4,234 2,073
Federal Excise Tax Payable 43,344 19,741
Due to Tenants 36,938 7,823
Due to Condo Association 0 39,104


TY 2022 OtherProfessionalFeesSchedule
Name:
Uncommon Individual Foundation
EIN:
22-2741682
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Vanguard / Ascensus Retirement Plan 4,013     4,013
Balongue Design Designer 663     663
Seller + Drury Architect 1,620     1,620
The Harrison Group Legal 440     440
Nat'l College Credit Eval Course Evaluation 5,875     5,875


TY 2022 TaxesSchedule
Name:
Uncommon Individual Foundation
EIN:
22-2741682
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Federal income tax 36,397 36,397    
Payroll tax 87,367     87,367
UC Tax 3,341     3,341
Property 83,791 40,367   43,424
Foreign Withholding 3,974 3,974