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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 07-01-2024 , and ending 06-30-2025
Name of foundation
UNCOMMON INDIVIDUAL FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)80 W LANCASTER AVENUE SUITE 200
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
VILLANOVA, PA19333
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$94,018,295J 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) 1,032,076
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 2,745,006 2,745,006  
5a Gross rents............ 280,851 280,851  
b Net rental income or (loss) 280,851
6a Net gain or (loss) from sale of assets not on line 10 1,104,054
b Gross sales price for all assets on line 6a 1,104,054
7 Capital gain net income (from Part IV, line 2)... 1,104,054
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).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
143,506 139,881 0
12 Total. Add lines 1 through 11........ 5,305,493 4,269,792 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 130,000 0 0 130,000
14 Other employee salaries and wages...... 847,807 0 0 847,807
15 Pension plans, employee benefits....... 125,839 0 0 125,839
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
8,305 0 0 8,305
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
34,599 475 0 34,124
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
230,406 872 0 229,534
17 Interest............... 122,316 122,316 0 0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
381,163 278,554 0 102,609
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
220,504 117,745 0
20 Occupancy.............. 167,514 88,416 0 79,099
21 Travel, conferences, and meetings....... 37,801 0 0 37,801
22 Printing and publications.......... 626 0 0 626
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
987,054 787,818 0 199,307
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,293,934 1,396,196 0 1,795,051
25 Contributions, gifts, grants paid....... 1,133,704 1,133,704
26 Total expenses and disbursements. Add lines 24 and 25 4,427,638 1,396,196 0 2,928,755
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 877,855
b Net investment income (if negative, enter -0-) 2,873,596
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 349,893 248,662 248,662
2 Savings and temporary cash investments......... 2,642,124 4,075,736 4,075,736
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow   4,920    
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).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 58,337,427 Click to see attachment
List of Attached Documents:
// Content
79,017,214 		79,017,214
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,409,856 Click to see attachment
List of Attached Documents:
// Content
3,937,659 		3,937,659
14 Land, buildings, and equipment: basis right arrow8,719,431
Less: accumulated depreciation (attach schedule) right arrow2,229,564 6,550,920 Click to see attachment
List of Attached Documents:
// Content
6,489,867 		6,489,867
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
256,270 		Click to see attachment
List of Attached Documents:
// Content
249,157 		Click to see attachment
List of Attached Documents:
// Content
249,157
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 70,551,410 94,018,295 94,018,295
Liabilities 17 Accounts payable and accrued expenses.......... 77,894 2,369
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
194,889 		Click to see attachment
List of Attached Documents:
// Content
1,176,456
23 Total liabilities (add lines 17 through 22)......... 272,783 1,178,825
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 70,278,627 92,839,470
29 Total net assets or fund balances (see instructions)..... 70,278,627 92,839,470
30 Total liabilities and net assets/fund balances (see instructions). 70,551,410 94,018,295
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
70,278,627
2
Enter amount from Part I, line 27a .....................
2
877,855
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
22,476,551
4
Add lines 1, 2, and 3 ..........................
4
93,633,033
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
793,563
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
92,839,470
Form 990-PF (2024)
Form 990-PF (2024)
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 LONG TERM LOSS P 2015-01-01 2025-06-15
b SHORT TERM GAIN P 2025-01-01 2025-06-15
c SECTION 1231 GAIN P 2015-01-01 2025-06-15
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 1,029,029     1,029,029
b 49,737     49,737
c 25,288     25,288
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       1,029,029
b       49,737
c       25,288
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 1,104,054
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 49,737
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 39,943
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 39,943
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 39,943
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 50,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 50,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 917
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 9,140
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow9,140 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
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 arrow
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 2024 or the taxable year beginning in 2024? 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
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 2024, 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
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
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
 
 
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
3b
 
 
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
JOHN C CROSBY EXECUTIVE DIRECTOR
40.00 		130,000 10,917 0
80 W LANCASTER AVE STE 200
DEVON,PA19333
GARY R DILELLA VP AND TREASURY
10.00 		0 0 0
795 E LANCASTER AVE STE 200
VILLANOVA,PA19087
GERALD N HOLTZ PRESIDENT
10.00 		0 0 0
80 W LANCASTER AVE STE 200
DEVON,PA19333
JONATHAN CARUSO DIRECTOR
5.00 		0 0 0
80 W LANCASTER AVE STE 200
DEVON,PA19333
JENNIFER CARUSO DIRECTOR
5.00 		0 0 0
80 W LANCASTER AVE STE 200
DEVON,PA19333
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 DIRECTO
40.00 		154,894 21,995 0
80 W LANCASTER AVE STE 200
DEVON,PA19333
CHRISTOPHER DIANTONIO DIRECTOR
40.00 		99,391 29,223 0
80 W LANCASTER AVE STE 200
DEVON,PA19333
BENJAMIN PIETRZYK DIRECTOR
40.00 		105,102 16,648 0
80 W LANCASTER AVE STE 200
DEVON,PA19333
ANDREW P ZIVIC DIRECTOR
40.00 		99,581 16,374 0
1001 VALLEY DRIVE
WEST CHESTER,PA19382
MICHAEL WROBLEWSKI ASSISTANT DIRECTOR
40.00 		83,018 14,451 0
80 W LANCASTER AVE STE 200
DEVON,PA19333
Total number of other employees paid over $50,000...................right arrow 5
Form 990-PF (2024)
Form 990-PF (2024)
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 THE MISSION OF THE UNCOMMON INDIVIDUAL FOUNDATION ("UIF") IS TO RESEARCH, EDUCATE, ACTIVATE, AND ENCOURAGE THE USE OF MENTORING IN ITS ORIGINAL AND MOST NATURAL FORM. IT IS GUIDED BY THE BELIEF THAT EVERY INDIVIDUAL IS SINGULARLY UNIQUE AND HAS AN IDENTIFIABLE CORE STRENGTH. THE UIF HAS EDUCATED AND TRAINED INDIVIDUALS IN SCORES OF MENTORING PROGRAMS THROUGHOUT THE COUNTRY USING PRINTED MATERIALS COMBINED WITH IN PERSON INSTRUCTION TO EDUCATE TRAIN AND ENCOURAGE MENTORS, PROTEGES AND COORDINATORS. OUR CURRENT PRIMARY FOCUS IS OUR ONTRACK TO POSTSECONDARY EDUCATION PROGRAM, AN ONLINE COLLEGE AND CAREER READINESS PROGRAM DESIGNED TO HELP STUDENTS, PARENTS, COUNSELORS, EDUCATORS, AND AFTER-SCHOOL PROGRAM STAFF SUCCESSFULLY NAVIGATE THE POST-SECONDARY EDUCATION OBTAINMENT PROCESS. DELIVERED THROUGH GRADE-SPECIFIC VIDEO MODULES (HTTP://DEV.ONTRACKPSE.COM/), THE ONTRACK PLATFORM ACTS AS A VIRTUAL MENTORING ENVIRONMENT THAT RELIES HEAVILY UPON IN PERSON CONSULTATION IN (CONTINUED BELOW) 2,928,755
2 THE CLASSROOM TO HELP STUDENTS TO UNDERSTAND HOW THEY CAN ACHIEVE THE DREAM OF POST-SECONDARY EDUCATION AND BEYOND PROVIDING 9TH-12TH GRADE STUDENTS WITH THE KNOWLEDGE AND CONFIDENCE TO COMPLETE THEIR HIGH SCHOOL EXPERIENCE AND CREATE A VIABLE POST-SECONDARY EDUCATION PLAN. 0
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 arrow0
Form 990-PF (2024)
Form 990-PF (2024)
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
79,036,466
b
Average of monthly cash balances.......................
1b
4,577,065
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
83,613,531
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
0
3
Subtract line 2 from line 1d.........................
3
83,613,531
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,254,203
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
82,359,328
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
4,117,966
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
4,117,966
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
39,943
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
39,943
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
4,078,023
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
4,078,023
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
4,078,023
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
2,928,755
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
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
2,928,755
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 4,078,023
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 2,374,865
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 2,928,755
a Applied to 2023, but not more than line 2a 2,374,865
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 553,890
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(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...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		3,524,133
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) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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).)
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.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 RD 2ND FLOOR
BRYN MAWR,PA19090
(610) 520-0180
bThe form in which applications should be submitted and information and materials they should include:
ANY FORM OF WRITTEN INFORMATION 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 (2024)
Form 990-PF (2024)
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

AALIYAH BURNSIDE

310 1ST ST
HUNTINGTON,WV25705 		    DR. RON ATTARIAN ONTRACK PLUS SCHOLARSHIP 2,500

AANIYAH WASHINGTON

298 VINE ST
CAMDEN,NJ08102 		    MASTERY 2025 UNCOMMON INDIVIDUAL AWARD 1,000

ADRIAN BURKE

1581 ALAKO ST
WAILUKU,HI96793 		    CARUSO SCHOLARSHIP - YR4 2,500

ADRIAN GUERRA

3746 MILLWOOD AVE
LAS VEGAS,NV89121 		    CROSBY ONTRACK PLUS SCHOLARSHIP YR 1 1,250

ADRIANA GONZALEZ

7710 LORENA DR
MERCEDES,TX78570 		    CROSBY ONTRACK SCHOLARSHIP AWARD YR 2 1,250

AMERICAN LUNG ASSOCIATION IN PENNSYLVANIA

625 N GOVERNOR PRINTZ BLVD
ESSINGTON,PA19029 		    START LINE EVENT SPONSORSHIP 1,000

ANAISA VILLANUEVA

408 BERT AVE
TRENTON,NJ08629 		    CROSBY SCHOLARSHIP AWARD - YR 3 1,250

ANJOLIE MANABA

PO BOX 281
KAUNAKAKAI,HI96748 		    DR. RON ATTARIAN ONTRACK PLUS SCHOLARSHIP 2,500

APRIL HOLLINGSWORTH

38678 289TH ST
LAKE ANDES,SD57356 		    HACKMAN ONTRACK PLUS SCHOLARSHIP 1,000

ARIANNA HALE

1757 COAL CITY RD
COAL CITY,WV25823 		    CARUSO ONTRACK PLUS SCHOLARSHIP YR 1 2,500

ARIZONA STATE UNIVERSITY

1151 S FOREST AVE
TEMPE,AZ85281 		    COLLEGE CREDIT SCHOLARSHIPS 5,675

ASHLEY ZUNIGA

1817 HOWARD ST
WACO,TX76711 		    HACKMAN ONTRACK PLUS SCHOLARSHIP 1,000

AURELIEN NGAMO

70 RIDGEWOOD RD
WORCESTER,MA01606 		    CARUSO SCHOLARSHIP AWARD - YR3 2,500

BAO-TU NGUYEN

2123 S WOODSTOCK ST
PHILADELPHIA,PA19145 		    HACKMAN ONTRACK PLUS SCHOLARSHIP 1,000

BERNADETTE ACASO

193 ALEHELA ST
KAHULUI,HI96732 		    CARUSO ONTRACK SCHOLARSHIP AWARD YR 2 2,500

BOYS AND GIRLS CLUB OF CHESTER PA

201 E 7TH ST
CHESTER,PA19013 		    IN MEMORY OF MICHAEL HACKMAN 5,000

BOYS TOWN JERUSALEM

20 HA RAV FRANK
JERUSALEM    
IS 		    SHARE OF BOMB SHELTER GROUP PLEDGE/INV # 761495 WISSAHICKON CADDIE SPONSOR 11,800

BRIANNA DOMINGO

317 KUUALOHA ST
KAHULUI,HI96732 		    DR. RON ATTARIAN ONTRACK PLUS SCHOLARSHIP 2,500

BROOKELYN SLONAKER

PO BOX 251
DAYTON,MT59914 		    CARUSO SCHOLARSHIP - YR4 2,500

BRYAN VELAZQUEZ

2716 ROWLAND CT
CALDWELL,ID83607 		    ONTRACK PLUS TOP PARTNER SCHOLARSHIP 1,000

CARDIN TRAN

6647 BROWNIE CAMPBELL RD
HOUSTON,TX77086 		    CROSBY ONTRACK SCHOLARSHIP AWARD YR 2 1,250

CHARITY COLEMAN

3479 SHARON RD
AUGUSTA,GA30909 		    CROSBY SCHOLARSHIP - YR4 1,250

CHAUNCIA STEWART

203 POWELL ST
CRYSTAL SPRINGS,MS39059 		    HACKMAN ONTRACK PLUS SCHOLARSHIP 1,000

CHRISTIAN CHUN AGUILAR

390 GREENWELL AVE
CINCINNATI,OH45238 		    HACKMAN ONTRACK PLUS SCHOLARSHIP 1,000

CHRISTIAN TAYLOR-THOMAS

11962 HITCHCOCK DR
CINCINNATI,OH45240 		    DR. RON ATTARIAN ONTRACK PLUS SCHOLARSHIP 2,500

CIANNI ANTHONY

1012 APPAMATTOX CT
FAYETTEVILLE,NC28305 		    CARUSO ONTRACK PLUS SCHOLARSHIP AWARD YR 2 2,500

COMMUNITY VOLUNTEERS IN MEDICINE

300 LAWRENCE DR
WEST CHESTER,PA19380 		    DONATION 25,000

CONESTOGA COMPUTER SCIENCE CLUB

200 IRISH RD
BERWYN,PA19312 		    GOLD SPONSOR 500

CORNERSTONE CHRISTIAN ACADEMY

1939 S 58TH ST
PHILADELPHIA,PA19143 		    DONATION 25,000

CRISTO REY PHILADELPHIA HIGH SCHOOL

1717 W ALLEGHENY AVE
PHILADELPHIA,PA19132 		    WORK STUDY SPONSOR - 4 STUDENTS AT ST ROSE 204025 INV# 25-057/SCOTT BELVEAL SCHOLARSHIP 2025 1 OF 4/3 YEAR COMMITMENT 79,549

CYDNI TYLER-LUMAR

13 ROSEMONT CT
HIRAM,GA30141 		    CROSBY SCHOLARSHIP - YR4 1,250

DARSHON SINGH

3119 BAYARD ST
BUTTE,MT59701 		    CROSBY ONTRACK SCHOLARSHIP AWARD YR2 1,250

DEB TIAGWAD MEMORIAL FUND

PO BOX 446
HADDONFIELD,NJ08033 		    INV#46 - COCKTAIL SPONSOR/2025 COCKTAIL SPONSOR CONFIRM WITH JH 17,000

EAGLES AUTISM CHALLENGE

ONE NOVACARE WAY
PHILADELPHIA,PA19145 		    SPONSOR TEAM - THE UNCOMMON INDIVIDUALS 10,000

ELIZABETH LOWRY

417 BURBANK CT
HALETHROPE,MD21227 		    CARUSO ONTRACK PLUS SCHOLARSHIP YR 1 2,500

EMERY STUDSTILL

829 E GIRARD AVE
PHILADELPHIA,PA19125 		    HACKMAN ONTRACK PLUS SCHOLARSHIP 1,000

EMILIO GARCIA

237 BARCLAY CIR
CHELTENHAM,PA19012 		    ONTRACK SCHOLARSHIP AWARD, ATTARIAN FUNDED YR 2 1,250

EMMA NICHOLSON

436 WASH RUN RD
NORMALVILLE,PA15469 		    CROSBY ONTRACK PLUS SCHOLARSHIP YR 1 1,250

GABRIELLA DACOSTA

1116 E SHARPNACK ST
PHILADELPHIA,PA19150 		    CROSBY SCHOLARSHIP - YR4 1,250

GABRIELLE MEADOWS

508 ENCLAVE DR
POWDER SPRINGS,GA30127 		    CROSBY ONTRACK PLUS SCHOLARSHIP YR ! 1,250

GIZEL GOMEZ

PO BOX 813
SALEM,NM87941 		    CROSBY SCHOLARSHIP AWARD - YR 3 1,250

GRE GREEN

2751 PENNSYLVANIA AVE
PHILADELPHIA,PA19130 		    AMERIHEALTH PYTHON MICRO SCHOLARSHIP 500

GUILLERMO URQUILLA

6119 BINGHAM ST
PHILADELPHIA,PA19111 		    ONTRACK SCHOLARSHIP AWARD ATTARIAN FUNDED YR 2 2,500

HANIFA SAVAGE

2346 N GRATZ ST
PHILADELPHIA,PA19132 		    CROSBY SCHOLARSHIP AWARD - YR 3 1,250

HAVEN MINISTRIES

1043 S FRONT ST
SUNBURY,PA17801 		    DONATION 25,000

HOPE FOR KIDS

129 YERGER RD
SCHWENKSVILLE,PA19473 		    CAMP MIRACLES SPONSOR/DONATION IN SUPPORT OF HEALING TO FLY 35,000

HUGO LI

612 N 5TH ST
PHILADELPHIA,PA19123 		    CARUSO ONTRACK PLUS SCHOLARSHIP - YR 1 2,500

ISABELLA PEREZ-MURILLO

55 WOODBINE RD
LEVITTOWN,PA19057 		    CROSBY ONTRACK PLUS SCHOLARSHIP YR 1 1,250

ISABELLA PUGH

24 S 5TH AVE
COATESVILLE,PA19320 		    HACKMAN ONTRACK PLUS SCHOLARSHIP 1,000

JADYN ROBERTSON

198 TRACE BRANCH OF MILL CREEK
FORT GAY,WV25514 		    CROSBY SCHOLARSHIP AWARD - YR3 1,250

JONAX ADAN SANCHEZ

5953 FRONTENAC ST
PHILADELPHIA,PA19149 		    AMERIHEALTH PYTHON MICRO SCHOLARSHIP 500

JORDAN CHAMBLISS

4539 CARNATION AVE
CINCINNATI,OH45238 		    DR. RON ATTARIAN ONTRACK PLUS SCHOLARSHIP 2,500

JUAN TORRES

165 FARM VIEW RD
HATCH,NM87937 		    ONTRACK PLUS TOP PARTNER SCHOLARSHIP 1,000

KAELIN FARLEY

N3379 MIDWAY RD
SHELL LAKE,WI54871 		    HACKMAN ONTRACK PLUS SCHOLARSHIP 1,000

KAITLYN GIST

5432 WOODBINE AVE
PHILADELPHIA,PA19131 		    CARUSO ONTRACK PLUS SCHOLARSHIP YR 1 2,500

KATE MARROGUIN MATIAS

8754 VENUS LN
CINCINNATI,OH45231 		    CROSBY ONTRACK PLUS SCHOLARSHIP YR 1 1,250

LAUREN SANCHEZ

2411 N MAYBERRY RD
MISSION,TX78574 		    CROSBY SCHOLARSHIP AWARD - YR3 1,250

LIGUORI ACADEMY

2343 E TUCKER ST
PHILADELPHIA,PA19125 		    PRESIDENTIAL EXCELLENCE AWARD GRANT AGREEMENT 110,000

LUCILLE BERNARDO NOLASCO

955 PURCELL AVE
CINCINNATI,OH45205 		    HACKMAN ONTRACK PLUS SCHOLARSHIP 1,000

MADISON NICHOLS-HARRIS

1021 GENTRY ST
JACKSON,MS39213 		    ONTRACK PLUS TOP PARTNER SCHOLARSHIP 1,000

MALVERN PREPARATORY SCHOOL

418 S WARREN AVE
MALVERN,PA19355 		    SPONSOR DAVID DUFFY MEMORIAL GOLF OUTING 4,000

MIGUEL ROMERO

2517 S 7TH ST
PHILADELPHIA,PA19148 		    CROSBY ONTRACK PLUS SCHOLARSHIP YR 1 1,250

MORRIAH PINON

742 BIDDLE ST
SAN BENITO,TX78586 		    CARUSO SCHOLARSHIP AWARD - YR 3 2,500

NADIA ESHUN

326 LINCOLN ST
WORCESTER,MA01605 		    ONTRACK SCHOLARSHIP AWARD ATTARIAN FUNDED YR 2 2,500

NAIOR HARRIS

7953 CHERRYWOOD CT
CINCINNATI,OH45224 		    ONTRACK PLUS TOP PARTNER SCHOLARSHIP DEPAUL CRISTO REY 1,000

NATHAN METELUS

6540 HARBOUR RD
NORTH LAUDERDALE,FL33068 		    HACKMAN ONTRACK PLUS SCHOLARSHIP 1,000

NEW JERSEY SCHOLARS

PO BOX 6008
LAWRENCEVILLE,NJ08648 		    DONATION 30,000

NICOLE FANG

1408 N 52ND ST
PHILADELPHIA,PA19131 		    CARUSO ONTRACK PLUS SCHOLARSHIP YR 1 2,500

OAR 13

207 E CARDINAL RD
WILDWOOD CREST,NJ08260 		    KYLE EVANS GOLF MARQUEE SPONSOR 2,000

PEDRO PERDOMO

945 E 25TH ST
PATERSON,NJ07513 		    CROSBY ONTRACK SCHOLARSHIP AWARD YR 2 1,250

RADNOR ABC

120 WEST AVE
WAYNE,PA19087 		    SPONSOR HOLDING FOR JH APPROVL 5,000

RADNOR MEMORIAL LIBRARY

114 WEST AVE
WAYNE,PA19087 		    DONATION/BOOK CART SPONSOR ELVES FOR THE SHELVES 2,000

RILEY HANDLEY

8405 COURT AVE
HAMLIN,WV25523 		    ONTRACK PLUS TOP PARTNER SCHOLARSHIP 1,000

RONALD GARCIA

8052 ROWLAND AVE
PHILADELPHIA,PA19136 		    HACKMAN ONTRACK PLUS SCHOLARSHIP 1,000

SANIYA WORTHY

1709 NUTHATCH RD
FAYETTEVILLE,NC28304 		    CROSBY ONTRACK SCHOLARSHIP AWARD 1,250

SEA GRIT FIRE DEPARTMENT

321 BALTIMORE BLVD
SEA GRIT,NJ08750 		    IN MEMORY OF HELENE BAESZLER 2,500

SEA GRIT PUBLIC LIBRARY

6TH AVE
SEA GRIT,NJ08750 		    IN MEMORY OF HELENE BAESZLER 2,500

SEAL FUTURE FOUNDATION INC

111 E 14TH ST
NEW YORK,NY10003 		    HOLE SPONSOR 4,000

SOPHEAVATEY NOUTH

2643 MCKEAN ST
PHILADELPHIA,PA19145 		    CROSBY ONTRACK PLUS SCHOLARSHIP YR 1 1,250

SOW GOOD NOW

520 E LANCASTER AVE
DOWNINGTOWN,PA19335 		    DONATION 1,000

ST ROSE OF LIMA

2 BAYVIEW AVE
MASSAPEQUA,NY11758 		    GARDEN SPONSOR PLUS 1,500

SYEDA HAQUE

65 GEORGE ST
PATERSON,NJ07503 		    HACKMAN ONTRACK PLUS SCHOLARSHIP 1,000

TAWANA SALOMON

2800 GEORGIA AVE APT 17
WEST PALM BEACH,FL33405 		    CROSBY SCHOLARSHIP - YR4 1,250

TAYLOR SHERRY

507 PEBBLE LN
COATESVILLE,PA19320 		    HACKMAN ONTRACK PLUS SCHOLARSHIP 1,000

THE BAUM SCHOOL

510 LINDEN ST
ALLENTOWN,PA18101 		    CENTENIAL EXPANSION 100,000

TRACY BRUTUS

401 RAILROAD AVE
FREDERALBURG,MD21632 		    DR. RON ATTARIAN ONTRACK PLUS SCHOLARSHIP 2,500

VANGUARD CHARITABLE

1001 N CEDAR HOLLOW RD
MALVERN,PA19355 		    CASH CONTRIBUTION 500,000

VILLANOVA ATHLETIC TICKET OFFICE

800 EAST LANCASTER AVE
VILLANOVA,PA19085 		    DONATION TO VILLANOVA 22,680

VILLANOVA UNIVERSITY

800 LANCASTER AVE
VILLANOVA,PA19085 		    SPONSOR - 2ND PLACE PRIZE 5,000

VINCENT WEEDY

1810 S 28TH ST
PHILADELPHIA,PA19145 		    DR. RON ATTARIAN ONTRACK PLUS SCHOLARSHIP 2,500

WESTIN ADKINS

66 PERSIMMON HOLLOW RD
STOLLINGS,WV25646 		    HACKMAN ONTRACK PLUS SCHOLARSHIP 1,000

YANITZA HEREDIA

11188 W BODIE RIVER LOOP
NAMPA,ID83686 		    HACKMAN ONTRACK PLUS SCHOLARSHIP 1,000

ZA'MORRA A SOLOMON

1036 E PHIL EILNA ST
PHILADELPHIA,PA19150 		    AMERIHEALTH PYTHON MICRO SCHOLARSHIP 500

ZOEY LATTIMORE

6560 FOXBERRY ROAD
FAYETTEVILLE,NC28314 		    HACKMAN ONTRACK PLUS SCHOLARSHIP 1,000
Total .................................right arrow 3a 1,133,704
bApproved for future payment

CRISTO REY PHILADELPHIA HIGH SCHOOL
1717 W ALLEGHENY AVE
PHILADELPHIA,PA19132 		    WORK STUDY SPONSOR - 4 STUDENTS AT ST ROSE 204025 INV# 25-057/SCOTT BELVEAL SCHOLARSHIP 2025 1 OF 4/3 YEAR COMMITMENT 75,444

THE BAUM SCHOOL
510 LINDEN ST
ALLENTOWN,PA18101 		    CENTENNIAL EXPANSION 718,119
Total ................................. right arrow 3b 793,563
Form 990-PF (2024)
Form 990-PF (2024)
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 ........... 		         
4 Dividends and interest from securities ....     14 2,745,006  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property..... 531110 -332,338 16 613,189  
6 Net rental income or (loss) from personal property          
7 Other investment income .....     16 143,506  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    14 1,104,054  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -332,338 4,605,755 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
4,273,417
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
UNCOMMON INDIVIDUAL FOUNDATION
 
Employer identification number

22-2741682
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
UNCOMMON INDIVIDUAL FOUNDATION
  		Employer identification number
22-2741682
Part I
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
ESTATE OF RICHARD E CARUSO
 
80 W LANCASTER AVE STE 200
 
DEVON, PA19333

$ 609,247


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
RON ATTARAIN
 
744 LANCASTER AVE
 
WAYNE, PA19087

$ 17,500


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
JONATHAN H CARUSO
80 W LANCASTER AVE STE 200
 
DEVON, PA19333

$ 202,664


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
PETER J CARUSO
80 W LANCASTER AVE STE 200
 
DEVON, PA19333

$ 202,665


(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
UNCOMMON INDIVIDUAL FOUNDATION
EIN:
22-2741682
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 34,599 475 0 34,124

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

TY 2024 AmortizationSchedule
Name:
UNCOMMON INDIVIDUAL FOUNDATION
EIN:
22-2741682
Description of Amortized Expenses Date Acquired, Completed, or Expended Amount Amortized Deduction for Prior Years Amortization Method Current Year Amortization Net Investment Income Adjusted Net Income Total Amount of Amortization
FYE 6/25 OTP DEVELOPMENT COST 2024-08-01 272,100   36.000000000000 83,142 0 0 83,142
ONTRACK PSE DEVELOPMENT COST 2013-07-01 61,662 61,662 36.000000000000   0 0 61,662
PTERSONS NELNET LLC LICENSE 2014-03-17 10,000 10,000 42.000000000000   0 0 10,000
FYE 6/19 STILLWATER LEASE 2019-05-01 24,734 17,825 86.000000000000 3,450 3,450 0 21,275
FYE 6/19 CENTRIC LEASE 2019-05-06 33,698 24,872 84.000000000000 4,814 4,814 0 29,686
FYE 6/20 B RILEY LEASE 2019-07-01 17,436 17,436 60.000000000000   0 0 17,436
FYE B RILEY BMAWR LEASE 2023-01-09 36,950 7,730 86.000000000000 5,153 5,153 0 12,883

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

TY 2024 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 2,971,337 600,301 SL 39.000000000000 59,781 59,781 0  
BUILDING EQUIPMENT 2014-06-01 19,002 19,002 SL 7.000000000000 0 0 0  
FYE 6/14 COMPUTERS 2013-11-01 2,481 1,240 SL 5.000000000000 0 0 0  
FYE 6/14 BUILDING SECURITY COMPUTER 2024-06-01 7,234 7,234 SL 5.000000000000 0 0 0  
DEVON BUILDING FURNITURE 2024-06-01 202,935 202,935 SL 7.000000000000 0 0 0  
FYE 6/14 LAND IMPROVEMENTS 2024-06-01 180,799 122,038 SL 15.000000000000 12,053 12,053 0  
5 YEAR BUILDING PROPERTY 2024-06-01 155,516 155,516 SL 5.000000000000 0 0 0  
SECURITY CAMERA SYSTEM 2014-11-01 4,095 4,095 200DB 7.000000000000 0 0 0  
DEVON BUILDING WINDOWS 2014-07-25 18,240 4,660 SL 39.000000000000 468 468 0  
EXTERIOR SIGNAGE 2014-11-13 3,823 2,594 150DB 15.000000000000 223 255 0  
6/30/2105 COMPUTER EQUIPMENT 2014-12-30 8,262 8,262 200DB 5.000000000000 0 0 0  
6/30/2015 VIDEO CAMERA - STUDIO 2015-03-04 1,378 1,378 200DB 7.000000000000 0 0 0  
6/30/2015 VIDEO EQUIPMENT 2015-04-16 14,944 14,944 SL 7.000000000000 0 0 0  
FYE 6/16 1ST FL RENO 2015-09-15 10,616 2,391 SL 39.000000000000 272 272 0  
FYE 6/16 LOBBY RENO 2015-11-01 35,975 7,954 SL 39.000000000000 922 922 0  
FYE 6/16 LOBBY FURNITURE 2015-11-01 14,690 14,690 SL 7.000000000000 0 0 0  
FYE 6/16 PATIO FURNITURE 2015-06-15 3,813 3,813 SL 7.000000000000 0 0 0  
FYE 6/16 SECURITY CARD READER 2016-02-26 5,030 5,030 SL 5.000000000000 0 0 0  
FYE 6/16 FIRE ALARM 2016-03-04 3,283 3,283 SL 7.000000000000 0 0 0  
FYE 6/16 MONUMENT SIGN 2015-07-01 8,603 4,875 SL 15.000000000000 574 574 0  
FYE 6/16 PATIO 2015-12-01 5,584 3,163 SL 15.000000000000 372 372 0  
FYE 6/16 3D COMPUTER & SCANNER 2016-06-30 2,665 2,665 SL 5.000000000000 0 0 0  
FYE 6/17 3D PRINTER 2017-06-28 23,431 23,431 SL 5.000000000000 0 0 0  
FYE 6/17 IRRIGATION SYSTEM 2016-12-31 5,315 2,701 SL 15.000000000000 354 354 0  
FYE 6/18 FENCE 2018-01-25 15,612 6,636 SL 15.000000000000 1,041 1,041 0  
FYE 6/18 REFRIGERATOR 2018-06-25 1,203 1,053 SL 7.000000000000 150 150 0  
FYE 6/16 SECURITY CAMERAS 2018-06-25 1,270 1,270 SL 5.000000000000 0 0 0  
FYE 6/18 BLDG IMPROVEMENTS 2018-06-25 192,889 29,882 SL 39.000000000000 4,946 4,946 0  
FYE 6/18 COMPUTERS 2018-06-25 24,622 24,622 SL 5.000000000000 0 0 0  
FYE 6/18 OFFICE FURNITURE 2018-06-25 123,772 108,301 SL 7.000000000000 15,471 15,471 0  
FYE 6/19 STILLWATER FIT OUT 2019-05-01 162,075 21,299 SL 39.000000000000 4,156 4,156 0  
FYE 6/19 CENTRIC FIT OUT 2019-05-06 172,433 22,658 SL 39.000000000000 4,421 4,421 0  
FYE 6/19 COMPUTER EQUIPMENT 2019-01-01 47,155 47,155 SL 5.000000000000 0 0 0  
FYE 6/19 OFFICE FURNITURE 2018-12-18 2,508 1,970 SL 7.000000000000 358 358 0  
FYE 6/19 STUDIO EQUIPMENT 2019-01-01 157,348 123,630 SL 7.000000000000 22,478 0 0  
FYE 6/19 STUDIO F&F 2019-01-01 17,000 13,357 SL 7.000000000000 2,429 2,429 0  
FYE 6/19 2ND FLOOR BUILDING IMPROVEMENTS 2019-05-01 233,234 30,648 SL 39.000000000000 5,980 5,980 0  
FYE 6/20 B RILEY FIT OUT 2019-07-01 108,506 13,794 SL 39.000000000000 2,782 2,782 0  
FYE 6/20 SPEAKUP IMPROVEMENTS 2019-01-01 54,828 6,268 SL 39.000000000000 1,406 1,406 0  
FYE 6/20 LOBBY RENOVATION 2020-05-01 24,170 2,557 SL 39.000000000000 620 620 0  
FYE 6/20 COMPUTER NETWORK UPGRADE 2019-09-01 19,322 17,390 SL 5.000000000000 1,932 1,932 0  
FYE 6/23 BMAR BLDG - TENANT 2023-01-09 1,377,880 47,757 SL 39.000000000000 32,748 32,748 0  
FYE 6/23 BMAWR TENANT SEC SYS 2023-01-19 8,396 1,799 SL 7.000000000000 1,199 1,199 0  
FYE 6/23 DEVON BLDG IMPROVEMENTS 2022-12-30 36,278 1,434 SL 39.000000000000 930 930 0  
FYE 6/24 BMAR BLDG - TENANT 2023-10-01 57,647 1,047 SL 39.000000000000 1,478 1,478 0  
FYE 6/24 BMAR BLDG - UIF 2023-10-01 1,715,652 25,982 SL 39.000000000000 43,991 43,991 0  

TY 2024 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 10,219,966 10,219,966
MS 030994 - MARKETABLE SECURITIES 14,570,678 14,570,678
MS 081801 - MARKETABLE SECURITIES 17,145,678 17,145,678
MS 081838 - MARKETABLE SECURITIES 6,452,950 6,452,950
MS 224473 - MARKETABLE SECURITIES 11,157,213 11,157,213
MS 229657 - MARKETABLE SECURITIES 960,506 960,506
MS 229658 - MARKETABLE SECURITIES 5,402,820 5,402,820
MS 229659 - MARKETABLE SECURITIES 3,294,540 3,294,540
FI 202613 - MARKETABLE SECURITIES 4,628,622 4,628,622
ML 02824 - MARKETABLE SECURITIES 4,498,415 4,498,415
DIASOME CORP STOCK 685,826 685,826

TY 2024 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 AT COST 2,442,109 2,442,109
LEARN START II LP INTEREST AT COST 1,176,760 1,176,760
CGN CONVERTIBLE PROMISSORY NOTE AT COST 30,000 30,000
INT REV IONIZER AT COST 288,790 288,790

TY 2024 LandEtcSchedule2
Name:
UNCOMMON INDIVIDUAL FOUNDATION
EIN:
22-2741682
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
DEVON BUILDING 2,971,337 660,082 2,311,255  
BUILDING EQUIPMENT 19,002 19,002 0  
FYE 6/14 COMPUTERS 2,481 2,481 0  
FYE 6/14 BUILDING SECURITY COMPUTER 7,234 7,234 0  
DEVON BUILDING FURNITURE 202,935 202,935 0  
FYE 6/14 LAND IMPROVEMENTS 180,799 134,091 46,708  
5 YEAR BUILDING PROPERTY 155,516 155,516 0  
SECURITY CAMERA SYSTEM 4,095 4,095 0  
DEVON BUILDING WINDOWS 18,240 5,128 13,112  
EXTERIOR SIGNAGE 3,823 2,817 1,006  
6/30/2105 COMPUTER EQUIPMENT 8,262 8,262 0  
6/30/2015 VIDEO CAMERA - STUDIO 1,378 1,378 0  
6/30/2015 VIDEO EQUIPMENT 14,944 14,944 0  
FYE 6/16 1ST FL RENO 10,616 2,663 7,953  
FYE 6/16 LOBBY RENO 35,975 8,876 27,099  
FYE 6/16 LOBBY FURNITURE 14,690 14,690 0  
FYE 6/16 PATIO FURNITURE 3,813 3,813 0  
FYE 6/16 SECURITY CARD READER 5,030 5,030 0  
FYE 6/16 FIRE ALARM 3,283 3,283 0  
FYE 6/16 MONUMENT SIGN 8,603 5,449 3,154  
FYE 6/16 PATIO 5,584 3,535 2,049  
FYE 6/16 3D COMPUTER & SCANNER 2,665 2,665 0  
FYE 6/17 3D PRINTER 23,431 23,431 0  
FYE 6/17 IRRIGATION SYSTEM 5,315 3,055 2,260  
FYE 6/18 FENCE 15,612 7,677 7,935  
FYE 6/18 REFRIGERATOR 1,203 1,203 0  
FYE 6/16 SECURITY CAMERAS 1,270 1,270 0  
FYE 6/18 BLDG IMPROVEMENTS 192,889 34,828 158,061  
FYE 6/18 COMPUTERS 24,622 24,622 0  
FYE 6/18 OFFICE FURNITURE 123,772 123,772 0  
FYE 6/19 STILLWATER FIT OUT 162,075 25,455 136,620  
FYE 6/19 CENTRIC FIT OUT 172,433 27,079 145,354  
FYE 6/19 COMPUTER EQUIPMENT 47,155 47,155 0  
FYE 6/19 OFFICE FURNITURE 2,508 2,328 180  
FYE 6/19 STUDIO EQUIPMENT 157,348 146,108 11,240  
FYE 6/19 STUDIO F&F 17,000 15,786 1,214  
FYE 6/19 2ND FLOOR BUILDING IMPROVEMENTS 233,234 36,628 196,606  
FYE 6/20 B RILEY FIT OUT 108,506 16,576 91,930  
FYE 6/20 SPEAKUP IMPROVEMENTS 54,828 7,674 47,154  
FYE 6/20 LOBBY RENOVATION 24,170 3,177 20,993  
FYE 6/20 COMPUTER NETWORK UPGRADE 19,322 19,322 0  
FYE 6/23 BMAR BLDG - TENANT 1,377,880 80,505 1,297,375  
FYE 6/23 BMAWR TENANT SEC SYS 8,396 2,998 5,398  
FYE 6/23 DEVON BLDG IMPROVEMENTS 36,278 2,364 33,914  
FYE 6/24 BMAR BLDG - TENANT 57,647 2,525 55,122  
FYE 6/24 BMAR BLDG - UIF 1,715,652 69,973 1,645,679  
FYE 6/25 OTP DEVELOPMENT COST 272,100 83,142 188,958  
ONTRACK PSE DEVELOPMENT COST 61,662 61,662 0  
PTERSONS NELNET LLC LICENSE 10,000 10,000 0  
FYE 6/19 STILLWATER LEASE 24,734 21,275 3,459  
FYE 6/19 CENTRIC LEASE 33,698 29,686 4,012  
FYE 6/20 B RILEY LEASE 17,436 17,436 0  
FYE B RILEY BMAWR LEASE 36,950 12,883 24,067  


TY 2024 LegalFeesSchedule
Name:
UNCOMMON INDIVIDUAL FOUNDATION
EIN:
22-2741682
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL 8,305 0 0 8,305


TY 2024 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 4,765 8,314 8,314
OTHER INTANGIBLES- NET 251,505 0 0
DUE TO RELATED PARTY 0 25,000 25,000
CONSTRUCTION IN PROGRESS 0 215,843 215,843


TY 2024 OtherDecreasesSchedule
Name:
UNCOMMON INDIVIDUAL FOUNDATION
EIN:
22-2741682
Description Amount
CHANGE IN DEFERRED CONTRIBUTIONS PAYABLE 793,563


TY 2024 OtherExpensesSchedule
Name:
UNCOMMON INDIVIDUAL FOUNDATION
EIN:
22-2741682
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK CHARGES 60 0 0 60
FINES AND PENALITES 992 0 0 992
INVESTMENT MANAGEMENT FEES 545,632 545,632 0 0
COMPUTER EQUIPMENT AND SUPPLIES 44,772 0 0 44,772
SUPPLIES 1,431 3,227 0 1,431
PAYROLL SERVICE FEES 3,369 0 0 3,369
PROGRAM INCENTIVES 38,480 0 0 38,480
AMORTIZATION EXPENSE 0 0 0 83,142
EDUCATION 75 0 0 75
NONDEDUCTIBLE 5,910 5,910 0 0
PORTFOLIO DEDUCTIONS 219,476 219,476 0 0
POSTAGE 48 0 0 48
SOFTWARE LICENSES 365 0 0 365
SUPPLIES 6,718 0 0 3,561
TELEPHONE 1,271 0 0 1,271
INTERNET 2,962 0 0 2,962
HOSTING 12,652 0 0 12,652
MARKETING 4,500 156 0 4,345
MEALS 1,782 0 0 1,782
AMORTIZATION 96,559 13,417 0 0


TY 2024 OtherIncomeSchedule2
Name:
UNCOMMON INDIVIDUAL FOUNDATION
EIN:
22-2741682
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
NONTAXABLE INCOME 34,586 34,586 0
ORDINARY INCOME 74,783 74,783 0
OTHER INCOME 37,325 37,325 0
OTHER PORTFOLIO INCOME -6,813 -6,813 0
PROGRAM REVENUES 3,625 0 0


TY 2024 OtherIncreasesSchedule
Name:
UNCOMMON INDIVIDUAL FOUNDATION
EIN:
22-2741682
Description Amount
UNREALIZED GAIN/ LOSS 22,476,551


TY 2024 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 146,000 281,000
PAYROLL LIABILITIES 4,256 4,146
FEDERAL EXCISE TAX PAYABLE 18,752 44,476
DUE TO CONDO ASSOCIATION 19,231 46,621
DEFERRED CONTRIBUTIONS PAYABLE 0 793,563


TY 2024 OtherProfessionalFeesSchedule
Name:
UNCOMMON INDIVIDUAL FOUNDATION
EIN:
22-2741682
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER PROFESSIONAL FEES 230,406 872 0 229,534


TY 2024 TaxesSchedule
Name:
UNCOMMON INDIVIDUAL FOUNDATION
EIN:
22-2741682
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 29,839 29,839 0 0
FEDERAL 177,464 177,464 0 0
REAL ESTATE TAXES 93,957 70,893 0 23,064
PAYROLL TAXES 77,575 0 0 77,575
BUSINESS PRIV 356 0 0 356
INVESTMENT RELATED 358 358 0 0
PA UC 1,614 0 0 1,614