DANOWITZ FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DANOWITZ FAMILY CHARITABLE FOUNDATION (EIN 87-1166855)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-13
- IRS object ID
- 202501339349102080
- Schema version
- 2024v5.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-13T12:55:55-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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) |
|---|---|---|
| In Care Of | % MICHAEL DANOWITZ | InCareOfNm |
| Business Name Control | DANO | BusinessNameControlTxt |
| Phone | 2674082547 | PhoneNum |
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 | 2025-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,700,338 | 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 | $742,580 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $47,908 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,908 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $54,517 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $156,966 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $54,517 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $27,255 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $845,005 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $102,425 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $27,255 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $6,625 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,312 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,313 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,975 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,975 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,587 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,587 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,277 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,277 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,066 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $181 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $885 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,505 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,332 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,173 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $100,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $100,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $123,505 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,332 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $106,173 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $721,500 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $85,093 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $27,255 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $57,407 | CashBOYAmt |
| Cash EOY | $34,544 | CashEOYAmt |
| Cash EOYFMV | $34,544 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,564,439 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,381,283 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,665,794 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,621,846 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,415,827 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,700,338 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,621,846 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,415,827 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,621,846 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,415,827 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,621,846 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,415,827 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,621,846 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $721,500 | ExcessRevenueOverExpensesAmt |
| Other Increases | $72,481 | OtherIncreasesAmt |
| Subtotal | $2,415,827 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,415,827 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MB INST GLB FRANCHISE | P | 2024-01-01 | 2024-11-08 | $987 | $872 | $115 | $115 |
| AMR MUT F2 | P | 2022-06-22 | 2024-11-08 | $50,000 | $39,373 | $10,627 | $10,627 |
| MFS VAL I | P | 2017-08-31 | 2024-11-08 | $10,000 | $7,059 | $2,941 | $2,941 |
| MS INST GLB FRANCHISE 1 | P | 2022-07-14 | 2024-11-08 | $48,526 | $38,803 | $9,723 | $9,723 |
| VNGRD DIV APPREC IDX | P | 2021-09-01 | 2024-11-08 | $20,313 | $16,342 | $3,971 | $3,971 |
| CAPITAL GAIN DISTRIBUTIONS | D | $27,140 | $27,140 | $27,140 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $54,517 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $27,255 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,183 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,183 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,183 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $1,183 | 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,103,284 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $26,815 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,130,099 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,130,099 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,951 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,098,148 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $104,907 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $104,907 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,183 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,183 | TotalTaxAmt |
| Distributable Before Adj | $103,724 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $103,724 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $103,724 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $106,173 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $106,173 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $103,724 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $106,173 | QualifyingDistributionsAmt |
| Applied To Current Year | $103,724 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,449 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,449 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,449 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $2,449 | 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 (2 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 | $90,000 |
| TEMPLE SHOLOM IN BROOMALL | ||||||
| 55 N CHURCH LANE | BROOMALL | PA | 19008 | PC | LOCAL AND CIVIC EDUCATION | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $100,000 | 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 | $47,908 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $47,908 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $47,908 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL A DANOWITZ | BusinessNameLine1Txt |
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 | $742,580 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BARBUSH HOFFMAN SHORT LLC | CategoryTxt |
| Amt | $3,950 | Amt |
| Net Investment Income | $1,975 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,975 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AKRE FOCUS INSTL CL | $80,451 | $101,574 |
| AMERICAN MUTUAL CL | $47,108 | $52,596 |
| BLACKROCK STRATEGIC INCOME OPP | $87,144 | $88,512 |
| FULLER & THALER BEHAVIORAL | $54,204 | $66,647 |
| GOLDMAN SACHS GQG | $74,362 | $83,413 |
| INVESCO QQQ | $65,761 | $98,849 |
| ISHARES MSCI EAFE | $50,135 | $58,881 |
| JP MORGAN US QUALITY | $48,842 | $69,540 |
| MFS VALUE CL | $75,826 | $77,660 |
| MORGAN STANLEY INSTL GLOBAL | $0 | $0 |
| NEW WORLD CL F2 | $47,957 | $52,799 |
| PIMCO LOW DURATION | $88,098 | $89,354 |
| SPDR PORTFOLIO S&P 500 | $420,793 | $452,409 |
| SPDR PORTFOLIO AGGREGATE BOND | $126,129 | $128,808 |
| T ROWE PRICE BLUE CHIP GRWTH | $37,698 | $50,329 |
| THORNBURG LTD TERM INCOME | $132,613 | $135,101 |
| THORNBURG ULTRA SHORT INCOME | $88,701 | $89,230 |
| TOUCHSTONE MID CAP CL | $57,030 | $67,534 |
| VANGUARD DIVIDEND APPRCTN | $178,014 | $220,264 |
| VANGUARD SHORT TERM BOND | $157,428 | $159,899 |
| VANGUARD TOTAL STOCK MARKET | $462,989 | $522,395 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OFFIT KURMAN | CategoryTxt |
| Legal Fees | $6,625 | LegalFeesAmt |
| Net Investment Income | $3,312 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,313 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CREDIT CARD FEE | $99 | $99 | $0 | $0 |
| REGISTRATION FEE | $82 | $82 | $0 | $0 |
| EDUCATION COURSES | $885 | $0 | $0 | $885 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED SHORT TERM GAIN | Desc |
| Amt | $72,481 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LPL FINANCIAL ADVISORS | CategoryTxt |
| Amt | $9,587 | Amt |
| Net Investment Income | $9,587 | 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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRS TAX | CategoryTxt |
| Amt | $2,277 | Amt |
| Net Investment Income | $2,277 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments