DANOWITZ FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- DANOWITZ FAMILY CHARITABLE FOUNDATION (EIN 87-1166855)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-06
- IRS object ID
- 202421279349101447
- Schema version
- 2023v5.0
- 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
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-06T16:12:37-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 823411466 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Barbush Hoffman Short LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1104 Fernwood Avenue Ste 501 | AddressLine1Txt |
| City | Camp Hill | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 871166855 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANOWITZ FAMILY CHARITABLE FNDTN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DANO | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3909 ROCKWOOD FARM ROAD | AddressLine1Txt |
| City | NEWTOWN SQUARE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19073 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL DANOWITZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2674082547 | PhoneNum |
| Signature | 2024-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | DANOWITZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Samuel M Barbush CPA | PreparerPersonNm |
| PTIN | P00188510 | PTIN |
| Phone | 7177612801 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| OOB Security Verification | 00 | OOBSecurityVerificationCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,851,761 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $602,759 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $36,807 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,807 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $103,609 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $682,054 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $103,609 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $11,982 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $743,175 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $140,416 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $11,982 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $7,326 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,326 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $99 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $99 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,425 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,326 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $99 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $72,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $72,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $79,925 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,326 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $72,599 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $663,250 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $133,090 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $11,982 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $31,508 | CashBOYAmt |
| Cash EOY | $57,407 | CashEOYAmt |
| Cash EOYFMV | $57,407 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,125,374 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,564,439 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,794,354 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,156,882 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,621,846 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,851,761 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,156,882 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,621,846 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,156,882 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,621,846 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,156,882 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,621,846 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,156,882 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $663,250 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,820,132 | SubtotalAmt |
| Other Decreases | $198,286 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,621,846 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| LPL FINANCIAL | P | 2022-10-18 | 2023-11-08 | $133,596 | $135,956 | -$2,360 | -$2,360 |
| LPL FINANCIAL | P | 2021-08-16 | 2023-12-18 | $534,116 | $442,489 | $91,627 | $91,627 |
| CAPITAL GAIN DISTRIBUTIONS | D | $14,342 | $14,342 | $14,342 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $103,609 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $11,982 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,850 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,850 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,850 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $1,850 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | MICHAEL DANOWITZ | IndividualWithBooksNm |
| Phone | 2674082547 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3909 ROCKWOOD FARM ROAD | AddressLine1Txt |
| City | NEWTOWN SQUARE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19073 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MICHAEL DANOWITZ | ||||||||
| 3909 ROCKWOOD FARM ROAD | NEWTOWN SQUARE | PA | 19073 | PRESIDENTTREASURER | 1.00 | $0 | $0 | $0 |
| ERICA S DANOWITZ | ||||||||
| 3909 ROCKWOOD FARM ROAD | NEWTOWN SQUARE | PA | 19073 | VICE PRESIDENTSECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,486,098 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,922 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,506,020 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,506,020 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,590 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,483,430 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $74,172 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $74,172 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,850 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,850 | TotalTaxAmt |
| Distributable Before Adj | $72,322 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $72,322 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $72,322 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $72,599 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $72,599 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $72,322 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $72,599 | QualifyingDistributionsAmt |
| Applied To Current Year | $72,322 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $277 | RemainingDistriFromCorpusAmt |
| Total Corpus | $277 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $277 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $277 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| DUKE UNIVERSITY | ||||||
| PO BOX 90581 | DURHAM | NC | 277080581 | PC | EDUCATIONAL | $10,000 |
| EQUAL JUSTICE FOUNDATION | ||||||
| 455 BEAR CREEK ROAD | COLORADO SPRINGS | CO | 80906 | PC | ACCESS TO LAW | $2,500 |
| CORNELL LIBRARY | ||||||
| 130 EAST SENECA STREET | ITHACA | NY | 148504353 | PC | ACCESS TO BOOKS | $15,000 |
| TEMPLE SHOLOM IN BROOMALL | ||||||
| 55 N CHURCH LANE | BROOMALL | PA | 19008 | PC | LOCAL AND CIVIC EDUCATION | $10,000 |
| DUKE UNIVERSITY | ||||||
| PO BOX 90581 | DURHAM | NC | 277080581 | PC | EDUCATION | $5,000 |
| CORNELL UNIVERSITY | ||||||
| 130 EAST SENECA STREET | ITHACA | NY | 148504353 | PC | EDUCATION | $5,000 |
| DUKE UNIVERSITY | ||||||
| P O BOX 90581 | DURHAM | NC | 277080581 | PC | EDUCATION | $5,000 |
| DUKE UNIVERSITY | ||||||
| P O BOX 90581 | DURHAM | NC | 277080581 | PC | EDUCATION | $5,000 |
| EQUAL JUSTICE FOUNDATION | ||||||
| 455 BEAR CREEK ROAD | COLORADO SPRINGS | CO | 80906 | PC | ACCESS TO LAW | $10,000 |
| CORNELL UNIVERSITY | ||||||
| 130 EAST SENECA STREET | ITHACA | NY | 148504353 | PC | EDUCATION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $72,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CORNELL UNIVERSITY | ||||||
| 130 EAST SENECA STREET | ITHACA | NY | 148504353 | PC | EDUCATION | $5,000 |
| PHILABUNDANCE COMMUNITY KITCHEN | ||||||
| 2224 N 10TH ST | PHILADELPHIA | PA | 19133 | PC | TRAINING AND EDUCATION | $5,000 |
| PHILABUNDANCE COMMUNITY KITCHEN | ||||||
| 2224 N 10TH STREET | PHILADELPHIA | PA | 19133 | PC | TRAINING AND EDUCATION | $5,000 |
| DUKE UNIVERSITY | ||||||
| P O BOX 90581 | DURHAM | NC | 277080581 | PC | EDUCATION | $5,000 |
| PENN STATE UNIVERSITY | ||||||
| 201 OLD MAIN | UNIVERSITY PARK | PA | 16802 | PC | EDUCATION | $5,000 |
| TEMPLE SHOLOM IN BROOMALL | ||||||
| 55 N CHURCH LANE | BROOMALL | PA | 19008 | PC | LOCAL AND CIVIC EDUCATION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $30,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,807 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $36,807 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $36,807 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MICHAEL A DANOWITZ | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3909 ROCKWOOD FARM ROAD | AddressLine1Txt |
| City | NEWTOWN SQUARE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19073 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $602,729 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AKRE FOCUS INSTL CL | $37,138 | $85,884 |
| AMERICAN MUTUAL CL | $82,631 | $87,374 |
| BLACKROCK STRATEGIC INCOME OPP | $83,250 | $84,233 |
| FULLER & THALER BEHAVIORAL | $49,183 | $57,333 |
| GOLDMAN SACHS GQG | $69,079 | $79,406 |
| INVESCO QQQ | $64,397 | $78,518 |
| ISHARES MSCI EAFE | $48,272 | $56,848 |
| JP MORGAN US QUALITY | $47,972 | $57,363 |
| JP MORGAN CORE BOND | $0 | $0 |
| MFS VALUE CL | $64,279 | $77,858 |
| MORGAN STANLEY INSTL GLOBAL | $39,675 | $45,375 |
| NEW WORLD CL F2 | $45,923 | $49,444 |
| PIMCO LOW DURATION | $83,250 | $83,672 |
| SPDR PORTFOLIO AGGREGATE BOND | $121,263 | $127,238 |
| T ROWE PRICE BLUE CHIP GRWTH | $27,774 | $37,107 |
| THORNBURG LTD TERM INCOME | $127,290 | $129,072 |
| THORNBURG ULTRA SHORT INCOME | $83,762 | $84,292 |
| TOUCHSTONE MID CAP CL | $55,361 | $62,259 |
| VANGUARD DIVIDEND APPRCTN | $145,518 | $205,097 |
| VANGUARD SHORT TERM BOND | $152,117 | $154,085 |
| VANGUARD TOTAL STOCK MARKET | $136,305 | $151,896 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED SHORT TERM LOSS | Desc |
| Amt | $198,286 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD FEE | Desc |
| Revenue And Expenses Per Books | $99 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $99 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LPL FINANCIAL ADVISORS | CategoryTxt |
| Amt | $7,326 | Amt |
| Net Investment Income | $7,326 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL DANOWITZ | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3909 ROCKWOOD FARM ROAD | AddressLine1Txt |
| City | NEWTOWN SQUARE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19073 | ZIPCd |
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