EMSS FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- EMSS FOUNDATION INC (EIN 22-3748810)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-12
- IRS object ID
- 202423179349102327
- Schema version
- 2023v5.1
- 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
- Applied To Prior Year Election
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-12T12:59:44-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 060317480 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAY PITNEY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Jefferson Road | AddressLine1Txt |
| City | Parsippany | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070542891 | 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 | 223748810 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The EMSS Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EMSS | BusinessNameControlTxt |
| Phone | 2014761878 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 92 Fairview Avenue | AddressLine1Txt |
| City | Woodcliff Lake | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07677 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Steven J Sperber | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 2014761878 | PhoneNum |
| Signature | 2024-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Charles P Abraham | PreparerPersonNm |
| PTIN | P00602382 | PTIN |
| Phone | 9739666300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,158,648 | 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 |
| Interest On Sav Rev And Expnss | $804 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $804 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $71,204 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $71,204 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,274 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,697 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,274 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $77,282 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $77,282 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $0 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $194,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $194,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $194,500 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $194,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$117,218 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $77,282 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $420,246 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $175,626 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $175,626 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $438,749 | CorporateStockBOYAmt |
| Corporate Stock EOY | $434,663 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,275,260 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,009,682 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,054,220 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,707,762 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,868,677 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,664,509 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,158,648 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,868,677 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,664,509 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,868,677 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,664,509 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,868,677 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,664,509 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,868,677 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$117,218 | ExcessRevenueOverExpensesAmt |
| Other Increases | $14,300 | OtherIncreasesAmt |
| Subtotal | $1,765,759 | SubtotalAmt |
| Other Decreases | $101,250 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,664,509 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 100 Shs Abbvie Inc | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2020-05-11 | AcquiredDt |
| Sold | 2023-11-09 | SoldDt |
| Gross Sales Price | $13,697 | GrossSalesPriceAmt |
| Cost Or Other Basis | $8,423 | CostOrOtherBasisAmt |
| Gain Or Loss | $5,274 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $5,274 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,274 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,074 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,074 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,074 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,143 | 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 | $6,143 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,069 | OverpaymentAmt |
| Applied To ES Tax | $5,069 | 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 | NJ | 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 | Steven J Sperber | IndividualWithBooksNm |
| Phone | 2014761878 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 92 Fairview Avenue | AddressLine1Txt |
| City | Woodcliff Lake | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07677 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| Martin Sperber | ||||||||
| Anns Choice 34305 Anns Choice Way | Warminster | PA | 18974 | President/Director | 0.00 | $0 | $0 | $0 |
| Ellen C Sperber | ||||||||
| Anns Choice 34305 Anns Choice Way | Warminster | PA | 18974 | Vice President/Director | 0.00 | $0 | $0 | $0 |
| Steven J Sperber | ||||||||
| 92 Fairview Avenue | Woodcliff Lake | NJ | 07675 | Treasurer/Director | 0.00 | $0 | $0 | $0 |
| Susan B Parnes | ||||||||
| 1426 Treetop Lane | Ambler | PA | 19002 | Secretary/Director | 0.00 | $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 |
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 | $3,813,677 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $164,910 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,978,587 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,978,587 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $59,679 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,918,908 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $195,945 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $195,945 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,074 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,074 | TotalTaxAmt |
| Distributable Before Adj | $194,871 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $194,871 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $194,871 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $194,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $194,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $194,871 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $193,890 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $194,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $193,890 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $610 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $194,261 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Martin Sperber | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (75 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACLU | ||||||||
| 125 Broad St 19th Floor | New York | NY | 10004 | None | Public charity | General purposes | $2,500 | |
| American Jewish Commitee | ||||||||
| 165 E 56 St | New York | NY | 10126 | None | Public charity | General purposes | $3,000 | |
| American Jewish Joint Distribution Committee | ||||||||
| PO Box 96594 | Washington | DC | 20090 | None | Public charity | General Purposes | $500 | |
| Anti-Defamation League | ||||||||
| 605 Third Avenue | New York | NY | 10158 | None | Public charity | General purposes | $5,000 | |
| Bowdoin College Common Good Grant | ||||||||
| 225 Maine Street | Brunswick | ME | 04011 | None | Public charity | General purposes | $1,000 | |
| BrightFocus Foundation | ||||||||
| 22512 Gateway Ctr Drive PO Box 1952 | Clarsburg | MD | 20871 | None | Public charity | General purposes | $2,000 | |
| Children First | ||||||||
| 990 Spring Garden Stree Ste 200 | Philadelphia | PA | 19123 | None | Public charity | General purposes | $5,000 | |
| Clean Air Task Force | ||||||||
| 114 State Street 6th Fl | Boston | MA | 02109 | None | Public charity | General purposes | $1,000 | |
| Doctors Without Borders USA | ||||||||
| PO Box 503 | Hagerstown | MD | 21741 | None | Public charity | General purposes | $1,000 | |
| Doylestown Health Foundation | ||||||||
| 595 West State Street | Doylestown | PA | 18901 | None | Public charity | General purposes | $5,000 | |
| DUKE UNIVERSITY SCHOOL OF MEDICINE | ||||||||
| 40 DUKE MEDICINE CIRCLE 124 DAVISON | DURHAM | NC | 27710 | NONE | Public charity | General purposes | $5,000 | BLD |
| EL Futuro | ||||||||
| 2020 Chapel Hill Road Suite 23 | Durham | NC | 27707 | None | Public charity | General purposes | $500 | |
| Empire State College Fdn | ||||||||
| 28 Union Ave | Saratoga Springs | NY | 12866 | None | Public charity | General purposes | $4,000 | |
| ENTERTAINMENT COMMUNITY FUND | ||||||||
| 729 SEVENTH AVENUE 10TH FL | NEW YORK | NY | 10019 | None | Public charity | General purposes | $2,500 | |
| EQUAL JUSTICE INITIATIVE | ||||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | None | Public charity | General purposes | $1,000 | |
| Everytown for Gun Safety | ||||||||
| PO Box 97116 | Washington | DC | 200777232 | None | Public charity | General purposes | $7,500 | |
| FAU Foundation-Florida Atlantic University | ||||||||
| 5353 Parkside Drive | Jupiter | FL | 33458 | None | Public charity | General purposes | $1,000 | |
| Franklin & Marshall College | ||||||||
| PO Box 3003 | Lancaster | PA | 17604 | None | Public charity | Annual fund | $1,000 | |
| FRIENDS OF THE CHARLES DARWIN FOUNDATION | ||||||||
| 420 COLUMBUS AVENUE SUITE 304 | VALHALLA | NY | 10595 | None | Public charity | General purposes | $1,000 | |
| Galapagos Conservancy | ||||||||
| 11150 Faifax Blvd Suite 408 | Fairfax | VA | 22030 | None | Public charity | General purposes | $2,500 | |
| GLSEN | ||||||||
| 110 Willam St 30th Fl | New York | NY | 11038 | None | Public charity | General purposes | $2,000 | |
| Grands Stepping Up | ||||||||
| 887 Fairfax Road | Drexel Hill | PA | 19026 | None | Public charity | General purposes | $2,500 | |
| Hackensack Meridian Health Foundation | ||||||||
| 343 thornall street 7th fl | Edison | NJ | 08837 | None | Public charity | General purposes | $1,000 | |
| HIAS Pennsylvania | ||||||||
| 600 Chestnut St Ste 500B | Philadelphia | PA | 19106 | None | Public charity | General purposes | $10,000 | |
| IDSA Foundation | ||||||||
| 1300 Wilson Blvd suite 300 | Arlington | VA | 22209 | None | Public charity | General purposes | $2,500 | |
| Jewish Federation of Greater Philadelphia | ||||||||
| 2100 Arch Street | Philadelphia | PA | 19103 | None | Public charity | General purposes | $8,000 | |
| Jewish Federation of Northern New Jersey | ||||||||
| 50 Eisenhower Dr | Paramus | NJ | 07652 | None | Public charity | General purposes | $5,000 | |
| Kol Dorot | ||||||||
| 660 Kinderkamack Road | Oradell | NJ | 07649 | None | Public charity | General purposes | $1,800 | |
| Laurel House | ||||||||
| PO Box 764 | Norristown | PA | 19404 | None | Public charity | General purposes | $2,500 | |
| LIU College of Pharmacy | ||||||||
| 75 Dekalb Ave | Brooklyn | NY | 11201 | None | Public charity | General purposes | $5,000 | |
| Lusgarten Foundation | ||||||||
| 415 Crossways Park Drive Suite D | Woodbury | NY | 11797 | None | Public charity | General purposes | $1,000 | |
| Magen David Adom | ||||||||
| 20 W 36th St ste 1100 | New York | NY | 10018 | None | Public charity | General purposes | $3,600 | |
| Make Our Schools Safe | ||||||||
| 5944 Coral Ridge Drive 119 | Coral Springs | FL | 33076 | None | Public charity | General purposes | $1,000 | |
| Mattie N Dixon Community Cupboard | ||||||||
| 150 N Main St | Ambler | PA | 19002 | None | Public charity | General purposes | $2,500 | |
| Metropolitan Opera Guild | ||||||||
| 30 Lincoln Ctr Plaza | New York | NY | 10133 | None | Public charity | General purposes | $1,000 | |
| Mission Kids Child Advocacy Center | ||||||||
| PO Box 413 | Blue Bell | PA | 19422 | None | Public charity | General purposes | $2,500 | |
| NAMI Covid 19 Mental Health Support Fund | ||||||||
| 4301 Wilson Blvd Suite 300 | Arlington | VA | 22203 | None | Public charity | General purposes | $2,000 | |
| National Geographic Society | ||||||||
| PO Box 9817 | Washington | DC | 20077 | None | Public charity | General purposes | $2,500 | |
| NATIONAL NETWORK OF ABORTION FUNDS | ||||||||
| 9450 SW GEMINI DR PMB 16009 | BEAVERTON | OR | 970087105 | None | Public charity | General purpose | $5,000 | |
| National Park Foundation | ||||||||
| PO Box 17394 | Baltimore | MD | 212989450 | None | Public charity | General purposes | $2,500 | |
| National Psoriasis Foundation | ||||||||
| PO Box 3469 | Portland | OR | 97208 | None | Public charity | General purposes | $2,000 | |
| New Jersey Audubon | ||||||||
| 9 Hardscrabble Rd | Bernardsville | NJ | 07924 | None | Public charity | General purposes | $1,000 | |
| New York Public Radio | ||||||||
| 160 Varick St | New York | NY | 10013 | None | Public charity | General Purposes | $1,200 | |
| Partners in Health | ||||||||
| PO Box 996 | Frederick | MD | 217059942 | None | Public charity | General purposes | $2,000 | |
| Pennypack Farm & Education Center | ||||||||
| 685 Mann Road | Horsham | PA | 19044 | None | Public charity | General purposes | $1,500 | |
| Philadelphia Ronald McDonald House | ||||||||
| 3925 Chestnut St | Philadelphia | PA | 19104 | None | Public charity | General purposes | $2,500 | |
| RAICES | ||||||||
| 1305 N Flores St | San Antonio | TX | 782121890 | None | Public charity | General purposes | $5,000 | |
| Riverway Project Fund | ||||||||
| 477 Longwood Ave | Boston | MA | 02215 | None | Public charity | General purposes | $1,000 | |
| St Jude Childrens Research Hospital | ||||||||
| 501 St Jude Place | Memphis | TN | 38105 | None | Public charity | General Purposes | $2,000 | |
| Team Rubicon | ||||||||
| 214 Main Street 354 | El Segundo | CA | 90245 | None | Public charity | General purposes | $5,000 | |
| The Loveland Foundation | ||||||||
| 320 7th Ave 263 | Brooklyn | NY | 11215 | None | Public charity | General purposes | $5,000 | |
| The Trevor Project | ||||||||
| PO Box 69232 | West Hollowood | CA | 900690232 | None | Public charity | General purposes | $2,500 | |
| Tourett National Association | ||||||||
| 42-40 Bell Blvd | Bayside | NY | 11361 | None | Public charity | General purposes | $1,000 | |
| Tri-Boro Volunteer Ambulance Corps | ||||||||
| PO Box 204 | Park Ridge | NJ | 07656 | None | Public charity | General purposes | $500 | |
| Trustees of the University of Pennsylvania | ||||||||
| 2929 Walnut St | Philadelphia | PA | 19104 | None | Public charity | General purposes | $1,500 | |
| United States Holocaust Museum | ||||||||
| PO Box 1567 | Merrifield | VA | 22116 | None | Public charity | General purpoase | $3,000 | |
| USC Shoah Foundation | ||||||||
| 1150 S Olive Street suite 2400 | Los Angeles | CA | 90015 | None | Public charity | General purposes | $5,000 | |
| WGBH EDUCATIONAL FOUNDATION | ||||||||
| PO BOX 55875 | BOSTON | MA | 02205 | None | Public charity | General purposes | $500 | |
| WILLIAMS COLLEGE OFFICE OF COLLEGE RELATIONS | ||||||||
| 880 MAIN ST | WILLIAMSTOWN | MA | 01267 | None | Public charity | General purposes | $1,000 | |
| Women of Vision Philadelphia's Jewish Women's Foundation | ||||||||
| 2100 Arch Street | Philadelphia | PA | 19103 | None | Public charity | General purposes | $500 | |
| Woodcliff Lake Volunteer Fire Dept | ||||||||
| 180 Pascack Road | Woodcliff Lake | NJ | 07677 | None | Public charity | General purposes | $500 | |
| World Central Kitchen | ||||||||
| 655 New york Ave NW | Washington | DC | 20009 | None | Public charity | General purposes | $4,000 | |
| World Wildlife Fund | ||||||||
| 1250 24th Street NW | Washington | DC | 20037 | None | Public charity | General purposes | $1,000 | |
| Fox Chase Cancer Center | ||||||||
| 333 Cottman Ave | Philadelphia | PA | 19111 | None | Public charity | General purposes | $1,000 | |
| Heights Foundation | ||||||||
| 15570 Hagie Drive | Fort Myers | FL | 33908 | None | Public charity | General purposes | $2,500 | |
| TYWLS of Brooklyn-NYC Dept of Education | ||||||||
| 325 Bushwick Avenue | Brooklyn | NY | 11206 | None | Public charity | General purposes | $500 | |
| Jefferson Abington Hospital | ||||||||
| 1200 Old York Rd | Abington | PA | 19001 | None | Public charity | General purposes | $2,500 | |
| Ann's Choice Inc | ||||||||
| 30000 Anns Choice Way | Warminster | PA | 18974 | None | Public charity | General purposes | $100 | |
| Hadassah Raoul Wallenberg Chapter | ||||||||
| 40 Wall Street | New York | NY | 10005 | None | Public charity | General purposes | $5,000 | |
| Gastic Cancer Foundation | ||||||||
| 501 Broadway 338 | Millbrae | CA | 940301907 | None | Public charity | General purposes | $1,000 | |
| NYU Grossman School of Medicine | ||||||||
| 550 1st Ave | New York | NY | 10016 | None | Public charity | General purposes | $1,000 | |
| Zaka North Inc | ||||||||
| 2920 Avenue R | Brooklyn | NY | 11229 | None | Public charity | General purposes | $3,600 | |
| Foundation to Combat Anti-Semitism | ||||||||
| 1 Patriot Place | Foxboro | MA | 02035 | None | Public charity | General purposes | $5,000 | |
| American Friends of Soroka Medical Center Inc | ||||||||
| PO Box 184-H | Scarsdale | NY | 10583 | None | Public charity | General purposes | $3,600 | |
| Combined Jewish Philanthropies | ||||||||
| 126 High Street | Boston | MA | 02110 | None | Public charity | General purposes | $3,600 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $194,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $804 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $71,204 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,274 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $77,282 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $77,282 | 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 |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | The foundation manager (President and director) is making an election under Regulation Section 53.4942(a)-3(d)(2) to apply all or part of the remaining qualifying distributions to any undistributed income remaining from years before 2017. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 4,000 SHS SCHEIN HENRY INC DONATED | $49,530 | $302,840 |
| 1632 shs Abbvie Inc merger Allergan 5/8/20 | $137,447 | $252,911 |
| 462 Alteryx Inc donated 6/2020 | $27,215 | $21,788 |
| 396 Intuitive Surgical donated 6/2020 | $27,005 | $133,595 |
| 516.2411 Johnson & Johnson donated 6/2020 | $41,452 | $80,916 |
| 152.4681 Littelfuse Inc donated 6/2020 | $15,715 | $40,794 |
| 1,350 Monster Beverage Corp donated 6/2020 | $9,599 | $77,774 |
| 172.7525 Northrop Grumman Co donated 6/2020 | $24,043 | $80,872 |
| 531 Paypal Holdings Inc donated 6/2020 | $17,473 | $32,609 |
| 122 Transdigm Group Inc donated 6/2020 | $40,049 | $123,415 |
| 412 Workday Inc donated 6/2020 | $31,532 | $113,737 |
| 3.2645 Littlefuse Inc Purchase | $808 | $873 |
| 7.1619 Northrop Grumman Co | $2,788 | $3,353 |
| 34.3454 Johnson & Johnson purchased | $5,671 | $5,383 |
| 16.6384 Johnson & Johnson Purchased | $2,617 | $2,608 |
| 1.5236 Littlefuse inc | $390 | $408 |
| 2.9570 Northrop Grumman Co | $1,329 | $1,384 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 19,266.0770 shs DODGE & COX INCOME FUND | AT COST | $255,433 | $243,138 |
| 1,645.9107 SHS ISHARES CORE S&P MID CAP ETF | AT COST | $127,599 | $456,164 |
| 4479.9122 SHS ISHARES CORE S&P SMALL CAP ETF | AT COST | $129,974 | $484,950 |
| 2023.4789 SHS ISHARES MSCI EAFE ETF | AT COST | $127,066 | $152,469 |
| 9467.69 SHS ISHARES S&P 500 GROWTH ETF | AT COST | $164,434 | $711,023 |
| 3795.6076 SHS ISHARES S&P 500 VALUE ETF | AT COST | $249,714 | $660,018 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2022 charitable distributions checks cashed in 2023 | Desc |
| Amt | $101,250 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2023 charitable distributions checks cashed in 2024 | Desc |
| Amt | $14,300 | Amt |
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