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DANOWITZ FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
DANOWITZ FAMILY CHARITABLE FOUNDATION (EIN 87-1166855)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-06
IRS object ID
202641269349101964
Schema version
2025v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-06T14:18:58-06:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN823411466PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Barbush Hoffman Short LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11104 Fernwood Avenue Ste 501AddressLine1Txt
CityCamp HillCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17011ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN871166855EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DANOWITZ FAMILY CHARITABLE FNDTNBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% MICHAEL DANOWITZInCareOfNm
Business Name ControlDANOBusinessNameControlTxt
Phone2674082547PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13909 ROCKWOOD FARM ROADAddressLine1Txt
CityNEWTOWN SQUARECityNm
State AbbreviationPAStateAbbreviationCd
ZIP19073ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL DANOWITZPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2674082547PhoneNum
Signature2026-05-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSAMUEL M BARBUSH CPAPreparerPersonNm
PTINP00188510PTIN
Phone7177612801PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,690,211FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$767,302ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$68,973DividendsRevAndExpnssAmt
Dividends Net Invst Incm$68,973DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$51,115NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$166,624GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$51,115CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$35,933NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$887,390TotalRevAndExpnssAmt
Total Net Invst Incm$120,088TotalNetInvstIncmAmt
Total Adj Net Incm$35,933TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$83LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$42LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$41LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,350AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,175AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,175AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$14,660OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$14,660OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,183TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,183TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$99OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$99OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$20,375TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$18,159TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,216TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$140,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$140,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$160,375TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$18,159TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$142,216TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$727,015ExcessRevenueOverExpensesAmt
Net Investment Income$101,929NetInvestmentIncomeAmt
Adjusted Net Income$35,933AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$34,544CashBOYAmt
Cash EOY$28,938CashEOYAmt
Cash EOYFMV$28,938CashEOYFMVAmt
Corporate Stock BOY$2,381,283CorporateStockBOYAmt
Corporate Stock EOY$3,113,904CorporateStockEOYAmt
Corporate Stock EOYFMV$3,661,273CorporateStockEOYFMVAmt
Total Assets BOY$2,415,827TotalAssetsBOYAmt
Total Assets EOY$3,142,842TotalAssetsEOYAmt
Total Assets EOYFMV$3,690,211TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,415,827RetainedEarningBOYAmt
Retained Earning EOY$3,142,842RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,415,827TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,142,842TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,415,827TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,142,842TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,415,827TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$727,015ExcessRevenueOverExpensesAmt
Subtotal$3,142,842SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,142,842TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
LPL FINANCIALP2025-03-312025-05-29$619$589$30$30
AKRE FOCUS INSTL CLP2013-10-232025-10-24$56$25$31$31
SPDR PORTFOLIO S&P 500P2023-01-172025-07-08$47,693$40,881$6,812$6,812
VANGUARD BD INDEX FDSP2022-06-292025-07-08$34,936$34,194$742$742
VANGUARD INDEX FDSP2015-08-202025-07-08$47,417$39,820$7,597$7,597
CAPITAL GAIN DISTRIBUTIONSD$35,903$35,903$35,903
FieldValueIRS element (for citing)
Capital Gain Net Income$51,115CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$35,933NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,417InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,417SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,417TaxBasedOnInvestmentIncomeAmt
Tax Due$1,417TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Individual With BooksMICHAEL DANOWITZIndividualWithBooksNm
Phone2674082547PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13909 ROCKWOOD FARM ROADAddressLine1Txt
CityNEWTOWN SQUARECityNm
State AbbreviationPAStateAbbreviationCd
ZIP19073ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MICHAEL DANOWITZ
3909 ROCKWOOD FARM ROADNEWTOWN SQUAREPA19073PRESIDENTTREASURER1.00$0$0$0
ERICA S DANOWITZ
3909 ROCKWOOD FARM ROADNEWTOWN SQUAREPA19073VICE PRESIDENTSECRETARY1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,901,805AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$55,557AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,957,362TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,957,362AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$44,360CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,913,002NetVlNoncharitableAssetsAmt
Minimum Investment Return$145,650MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$145,650MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,417TaxBasedOnInvestmentIncomeAmt
Total Tax$1,417TotalTaxAmt
Distributable Before Adj$144,233DistributableBeforeAdjAmt
Distributable Before Ded$144,233DistributableBeforeDedAmt
Distributable As Adjusted$144,233DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$142,216ExpensesAndContributionsAmt
Qualifying Distributions$142,216QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$144,233DistributableAsAdjustedAmt
Qualifying Distributions$142,216QualifyingDistributionsAmt
Applied To Current Year$142,216AppliedToCurrentYearAmt
Undistributed Income CY$2,017UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
DUKE UNIVERSITY
PO BOX 90581DURHAMNC277080581PCEDUCATIONAL$80,000
TEMPLE SHOLOM IN BROOMALL
55 N CHURCH LANEBROOMALLPA19008PCLOCAL AND CIVIC EDUCATION$60,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$140,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$68,973ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$68,973ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$68,973TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1MICHAEL A DANOWITZBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line13909 ROCKWOOD FARM ROADAddressLine1Txt
CityNEWTOWN SQUARECityNm
State AbbreviationPAStateAbbreviationCd
ZIP19073ZIPCd
FieldValueIRS element (for citing)
Total Contributions$767,302TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryBARBUSH HOFFMAN SHORT LLCCategoryTxt
Amt$4,350Amt
Net Investment Income$2,175NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,175DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AKRE FOCUS INSTL CL$84,992$102,654
AMERICAN MUTUAL CL$51,552$61,190
BLACKROCK STRATEGIC INCOME OPP$91,571$95,794
FULLER & THALER BEHAVIORAL$54,608$74,659
GOLDMAN SACHS GQG$531,106$534,956
INVESCO QQQ$65,563$118,562
ISHARES MSCI EAFE$50,080$74,711
JP MORGAN US QUALITY$48,998$76,890
MFS VALUE CL$83,555$87,878
AMERICAN NEW WORLD CL F2$84,719$98,383
PIMCO LOW DURATION$92,992$97,727
SPDR PORTFOLIO S&P 500$380,514$496,582
SPDR PORTFOLIO AGGREGATE BOND$127,848$134,467
T ROWE PRICE BLUE CHIP GRWTH$40,679$59,781
THORNBURG LTD TERM INCOME$137,947$144,161
THORNBURG ULTRA SHORT INCOME$92,900$93,279
TOUCHSTONE MID CAP CL$58,560$70,810
VANGUARD DIVIDEND APPRCTN$179,010$248,351
VANGUARD SHORT TERM BOND$125,157$129,800
VANGUARD TOTAL STOCK MARKET$731,553$860,638

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryOFFIT KURMANCategoryTxt
Legal Fees$83LegalFeesAmt
Net Investment Income$42NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$41DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CREDIT CARD FEE$99$99$0$0
REGISTRATION FEE$0$0$0$0
EDUCATION COURSES$0$0$0$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
LPL FINANCIAL ADVISORS$6,163$6,163$0$0
NATIONAL FINANCIAL SERVICES LL$8,497$8,497$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryIRS TAXCategoryTxt
Amt$1,183Amt
Net Investment Income$1,183NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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