The David and Tracey Frankel

EIN 86-2217342 • Philadelphia, PA

1700 Market St Suite 3010Philadelphia, PA 19103

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$5M-$10M nonprofits • Source year 2025

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$5M-$10M nonprofits • Source year 2025

71%

Higher net margin than 92% of similar nonprofits.

$5M-$10M nonprofits • Source year 2025

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$5M-$10M nonprofits • Source year 2025

55%

Faster asset growth than 93% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2024 to 2025

-8.2%

Faster revenue growth than 23% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet

Liabilities / Assets24th percentile

Assets

$5,935,594

Up $2,095,366 (+55%) from 2024

Liabilities

Flat

Flat from 2024

Net Assets

$5,935,594

Up $2,095,366 (+55%) from 2024

Operations

Liabilities / Revenue25th percentile Net Margin92nd percentile

Revenue

Down

$2,143,600

Down $190,385 (-8.2%) from 2024

Expenses

$626,417

Up $251,324 (+67%) from 2024

Net Income

Down

$1,517,183

Down $441,709 (-23%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth93rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

Highlighted filing

2025

Assets$5,935,594

Liabilities$0

Net Assets$5,935,594

Open 2025 Filing

Operations Trend

Revenue Growth23rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

Highlighted filing

2025

Revenue$2,143,600

Expenses$626,417

Net Income$1,517,183

Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $5,935,594
Liabilities: $0
Net assets: $5,935,594
Revenue: $2,143,600
Expenses: $626,417
Net income: $1,517,183

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$5.94	$0.00	$5.94	$2.14	$0.63	$1.52
2024Detailed filing. Detailed filing data is available for this year.	$3.84	$0.00	$3.84	$2.33	$0.38	$1.96
2023Detailed filing. Detailed filing data is available for this year.	$3.13	$0.00	$3.13	$0.50	$0.36	$0.14
2022Detailed filing. Detailed filing data is available for this year.	$1.66	$0.00	$1.66	$0.89	$0.33	$0.56

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Mar 1, 2024 to Feb 28, 2025
Signed: Nov 20, 2025
Return Version: 2024v5.0

Compensation and Service Providers

Top Officer Pay33rd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
DAVID A FRANKEL	President, T	-	$0	-	-
TRACEY N FRANKEL	Secretary	-	$0	-	-
PETER ROSENBERG	Director	-	$0	-	-

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	-	UNDER-PRIVILEGED CHILDREN EDUCATION	FOREIGN	BROOKLINE, MA, US	$231,964
Paid Grant	-	UNDER-PRIVILEGED CHILDREN EDUCATION	FOREIGN	BROOKLINE, MA, US	$223,979
Paid Grant	-	UNDER-PRIVILEGED CHILDREN EDUCATION	FOREIGN	BROOKLINE, MA, US	$170,043

Filing and Contact Details

Filer

Filer Name: The David and Tracey Frankel
EIN: 86-2217342
Phone: 2159396985
Address: 1700 MARKET ST SUITE 3010, PHILADELPHIA, PA 19103

Signing Officer

Name: Peter Rosenberg
Title: Director
Phone: 2159396985
Signed: 2025-11-20
Discuss with paid preparer: Yes

Preparer

Firm: Stonehage Fleming US LLC
Address: 1700 MARKET ST SUITE 3010, PHILADELPHIA, PA 19103
Preparer: Jeffrey a Hollowniczky CPA
Phone: 2156657270

Raw XML Appendix314 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path	#	Value
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt	0	2022-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt	1	2010-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt	2	2023-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt	3	2017-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt	4	2017-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt	5	2017-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt	6	2017-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt	7	2017-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt	8	2017-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt	9	2023-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	0	1000 SHS META
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	1	21863 SHS COUPANG
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	2	5000 SHS FRONTIER COMMS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	3	1729 SHS SUPER GROUP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	4	67453 SHS SUPER GROUP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	5	24224 SHS SUPER GROUP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	6	30523 SHS SUPER GROUP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	7	51746 SHS SUPER GROUP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	8	39325 SHS SUPER GROUP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	9	14225 SHS FRONTIER COMMS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	0	235263
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	1	437
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	2	115201
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	3	244
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	4	9518
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	5	3418
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	6	4307
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	7	7301
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	8	5549
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	9	198147
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	0	519880
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	1	565436
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	2	179924
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	3	7156
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	4	280624
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	5	100790
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	6	127076
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	7	215262
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	8	179300
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	9	331959
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	0	DONATION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	1	DONATION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	2	DONATION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	3	DONATION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	4	DONATION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	5	DONATION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	6	DONATION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	7	DONATION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	8	DONATION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	9	DONATION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt	0	2024-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt	1	2024-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt	2	2024-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt	3	2024-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt	4	2024-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt	5	2024-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt	6	2024-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt	7	2024-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt	8	2024-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt	9	2024-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	0	284617
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	1	564999
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	2	64723
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	3	6912
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	4	271106
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	5	97372
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	6	122769
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	7	207961
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	8	173751
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	9	133812
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt	0	27024
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt	0	1928022
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt	0	188554
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt	0	2143600
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	2143600
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	625986
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	625986
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	27024
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	27024
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	1517183
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	2507407
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	188554
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	188554
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	1928022
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	215578
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	431
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	625986
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	626417
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	215578
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	2143600
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	431
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	1517183
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt	0	2508607
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt	0	3086790
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	8444201
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	3840228
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	5935594
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	0
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	2997
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	2997
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt	0	58
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd	0	X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	2997
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	2997
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	2997
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	3055
IRS990PF/FMVAssetsEOYAmt	0	5935594
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt	0	3840228
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt	0	5935594
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt	0	5935594
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt	0	3840228
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt	0	5935594
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	3840228
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	5935594
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	5935594
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	3840228
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	5935594
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	3840228
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	5935594
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	2	000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	DAVID A FRANKEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	TRACEY N FRANKEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	PETER ROSENBERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	PRESIDENT, T
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	2	DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	53 SARGENT CROSSWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	53 SARGENT CROSSWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	2	1700 MARKET STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt	0	STE 3010
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	BROOKLINE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	1	BROOKLINE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	2	PHILADELPHIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	1	MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	2	PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	02445
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	1	02445
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	2	19103
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt	0	625986
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt	0	625986
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	1700 MARKET ST SUITE 3010
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	PHILADELPHIA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	19103
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	PETER ROSENBERG
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	2156654745
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	THE EMPOWERMENT AND EDUCATION OF UNDER-PRIVILEGED CHILDREN.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	625986
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	DAVID FRANKEL
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	1	TRACEY FRANKEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	223979
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	170043
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	231964
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	UNDER-PRIVILEGED CHILDREN EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	UNDER-PRIVILEGED CHILDREN EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	UNDER-PRIVILEGED CHILDREN EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	FOREIGN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	FOREIGN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	FOREIGN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	THE DAVID AND TRACEY FRANKEL FDN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	1	THE DAVID AND TRACEY FRANKEL FDN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	2	THE DAVID AND TRACEY FRANKEL FDN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	55 GREENFIELD RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	55 GREENFIELD RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	55 GREENFIELD RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt	0	GREENSIDE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt	1	GREENSIDE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt	2	GREENSIDE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	BROOKLINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	BROOKLINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	BROOKLINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	02445
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	02445
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	02445
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	625986
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	374129
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	361052
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	326476
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	1687643
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	625986
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	374129
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	361052
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	326476
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	625986
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	625986
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	1687643
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	1061657
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	2507408
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	1	1199
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	PROCEEDS FROM STOCK DISPOSITIONS
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	1	NONDEDUCTIBLE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	SECTION 988 LOSS
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	431
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	579385
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	1	2391023
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	2	116382
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	BASIS ON DISPOSED STOCK
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	1	CASH TRANSFER
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	2	MARKET ADJUSTMENTS
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	PETER ROSENBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2159396985
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-11-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	THE DAVID AND TRACEY FRANKEL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt	0	DAVI
ReturnHeader/Filer/EIN	0	862217342
ReturnHeader/Filer/PhoneNum	0	2159396985
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	1700 MARKET ST SUITE 3010
ReturnHeader/Filer/USAddress/CityNm	0	PHILADELPHIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	PA
ReturnHeader/Filer/USAddress/ZIPCd	0	19103
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	331181557
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	STONEHAGE FLEMING US LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1700 MARKET ST SUITE 3010
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	PHILADELPHIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	19103
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2156657270
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2026-01-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JEFFREY A HOLLOWNICZKY CPA
ReturnHeader/ReturnTs	0	2026-01-14T17:27:40-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2024-03-01
ReturnHeader/TaxPeriodEndDt	0	2025-02-28
ReturnHeader/TaxYr	0	2024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.