KESTENBAUM FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- KESTENBAUM FAMILY FOUNDATION (EIN 26-1363714)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-09
- IRS object ID
- 202421309349100927
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-09T09:41:00-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232440252 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAVRAN BENSON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BALA PLAZA SUITE 640 | AddressLine1Txt |
| City | BALA CYNWYD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19004 | 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 | 261363714 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KESTENBAUM FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KEST | BusinessNameControlTxt |
| Phone | 4845342610 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 CONSHOHOCKEN STATE RD 1-407 | AddressLine1Txt |
| City | WEST CONSHOHOCKEN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 194282931 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH KESTENBAUM | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 4845342610 | PhoneNum |
| Signature | 2024-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOSEPH | PersonFirstNm |
| Person Last | KESTENBAUM | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MITCHELL BENSON | PreparerPersonNm |
| PTIN | P00851110 | PTIN |
| Phone | 6106646400 | PhoneNum |
| Preparation | 2024-05-07 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| 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 | $4,327,114 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $110,398 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $110,398 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$7,978 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $986,118 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $102,420 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $110,398 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,038 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,019 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,019 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $21,989 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,989 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $979 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $979 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $29,006 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,987 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,019 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $440,499 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $440,499 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $469,505 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,987 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $443,518 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$367,085 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $84,411 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $150,825 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,945 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,945 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $475,820 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $740,705 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $732,481 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,637,092 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,128,777 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,579,688 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,263,737 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,884,427 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,327,114 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,263,737 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,884,427 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,263,737 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,884,427 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,263,737 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,884,427 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,263,737 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$367,085 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,896,652 | SubtotalAmt |
| Other Decreases | $12,225 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,884,427 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| MORGAN STANLEY X5049 ST COVERED | $389,025 | $380,515 | $8,510 | $8,510 | |
| MORGAN STANLEY X5049 LT COVERED | $573,572 | $613,581 | -$40,009 | -$40,009 | |
| CAPITAL GAINS DIVIDENDS | $23,521 | $23,521 | $23,521 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$7,978 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,173 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,173 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,173 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,678 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,678 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,505 | OverpaymentAmt |
| Applied To ES Tax | $7,505 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOSEPH KESTENBAUM | IndividualWithBooksNm |
| Phone | 4845342610 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 CONSHOHOCKEN STATE ROAD SUITE | AddressLine1Txt |
| Address Line2 | 1-407 | AddressLine2Txt |
| City | WEST CONSHOHOCKEN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 194282931 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| JOSEPH KESTENBAUM | |||||||||
| 1001 CONSHOHOCKEN STATE ROAD SUITE | 1-407 | WEST CONSHOHOCKEN | PA | 19428 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SHARON TOBIN KESTENBAUM | |||||||||
| 1001 CONSHOHOCKEN STATE ROAD SUITE | 1-407 | WEST CONSHOHOCKEN | PA | 19428 | DIRECTOR | 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 |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,347,845 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $54,803 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,402,648 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,402,648 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $66,040 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,336,608 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $216,830 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $216,830 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,173 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,173 | TotalTaxAmt |
| Distributable Before Adj | $215,657 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $215,657 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $215,657 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $443,518 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $443,518 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $215,657 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $374,390 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $133,710 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $158,929 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $116,657 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $193,195 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $976,881 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $443,518 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $215,657 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $227,861 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,204,742 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $374,390 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $830,352 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $133,710 | ExcessFromYear4Amt |
| Excess From Year3 | $158,929 | ExcessFromYear3Amt |
| Excess From Year2 | $116,657 | ExcessFromYear2Amt |
| Excess From Year1 | $193,195 | ExcessFromYear1Amt |
| Excess From Current Year | $227,861 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOSEPH KESTENBAUM | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | ||||||
| PO BOX 6704 | HAGERSTOWN | MD | 21741 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $250 |
| AMERICAN FRIENDS OF LIBI INC | ||||||
| 45 BARTLETT CRESCENT SUITE 2 | BROOKLINE | MA | 02446 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $25,000 |
| CHILDREN'S CRISIS TREATMENT CENTER | ||||||
| 1080 NORTH DELAWARE AVENUE | PHILADELPHIA | PA | 19125 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $5,250 |
| CHILDRENS HOSPITAL OF PHILADELPHIA | ||||||
| 3401 CIVIC CENTER BLVD | PHILADELPHIA | PA | 19104 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $1,000 |
| EMILY'S ENTOURAGE | ||||||
| 111 COLWYN LANE | BALA CYNWYD | PA | 190042310 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $2,500 |
| FREIRE CHARTER SCHOOL FOUNDATION | ||||||
| 2027 CHESTNUT STREET | PHILADELPHIA | PA | 19103 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $500 |
| HAR ZION TEMPLE | ||||||
| 1500 HAGYS FORD ROAD | PENN VALLEY | PA | 19072 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $18,700 |
| ISRAEL TENNIS CENTERS FOUNDATION | ||||||
| 57 WEST 38TH STREET SUITE 605 | NEW YORK | NY | 10018 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $2,000 |
| JEWISH FEDERATION OF GREATER PHILADELPHIA | ||||||
| 2100 ARCH STREET | PHILADELPHIA | PA | 19103 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $350,500 |
| KAISERMAN JCC | ||||||
| 45 HAVERFORD RD | WYNNEWOOD | PA | 19096 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $250 |
| LIVE LIKE BLAINE FOUNDATION | ||||||
| 2 BALA PLAZA SUITE 401 | BALA CYNWYD | PA | 19004 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $500 |
| MANN CENTER FOR THE PERFORMING ARTS | ||||||
| 123 S BROAD STREET STE 815 | PHILADELPHIA | PA | 19109 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $1,500 |
| NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY | ||||||
| 101 SOUTH INDEPENDENCE MALL EAST | PHILADELPHIA | PA | 19106 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $26,250 |
| PEF ISRAEL ENDOWMENT FUNDS | ||||||
| 630 THIRD AVENUE 15TH FLOOR | NEW YORK | NY | 10017 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $250 |
| THE HARID CONSERVATORY | ||||||
| 2282 POTOMAC ROAD | BOCA RATON | FL | 33431 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $1,000 |
| THE MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH | ||||||
| GRAND CENTRAL STATION PO BOX 4777 | NEW YORK | NY | 10163 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $1,250 |
| TRIBE 12 | ||||||
| 101 SOUTH INDEPENDENCE MALL EAST | PHILADELPHIA | PA | 19106 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $360 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||
| 3451 WALNUT STREET SUITE 305 | PHILADELPHIA | PA | 191046284 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $1,500 |
| WILLIAM PENN CHARTER SCHOOL | ||||||
| 3000 WEST SCHOOL HOUSE LANE | PHILADELPHIA | PA | 191445412 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $1,689 |
| WILLIAMS SYNDROME ASSOCIATION INC | ||||||
| 243 BROADWAY 9188 | NEWARK | NJ | 07104 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $440,499 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $110,398 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$7,978 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $102,420 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $102,420 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,038 | Amt |
| Net Investment Income | $3,019 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,019 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMG YACKTMAN I | $456,736 | $460,491 |
| ANGEL OAK MULTI STRAT INC I | $633,381 | $562,111 |
| BERKSHIRE HATHAWAY INC NEW CL B | $103,785 | $200,800 |
| HARDING LOEVNER INTERNATIONAL EQUITY INSTITUTIONAL | $329,464 | $347,555 |
| POLEN GROWTH INSTITUTIONAL | $329,340 | $364,497 |
| SPDR S&P 500 ETF TR | $120,199 | $310,853 |
| VANECK GLOBAL RESOURCES Y | $283,812 | $266,217 |
| VIRTUS KAR SM MD CP CORE I | $370,477 | $478,277 |
| W S MLP & ENERGY INFRA INST | $215,176 | $255,970 |
| WCM FOCUSED INTL GWTH INST | $102,845 | $146,942 |
| KOPERNIK GLOBAL ALL CAP INSTITUTIONAL | $183,562 | $185,975 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $740,705 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $732,481 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN VALUE OF INVESTMENTS | Desc |
| Amt | $12,225 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $21,989 | Amt |
| Net Investment Income | $21,989 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $979 | Amt |
| Net Investment Income | $979 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments