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EISEN CHARITABLE FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
EISEN CHARITABLE FOUNDATION (EIN 20-5926426)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-15
IRS object ID
202501359349105205
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-15T04:40:12-00:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN453575089PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Loftus AssociatesBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1604 Birchfield DriveAddressLine1Txt
CityMount LaurelCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08054ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN205926426EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EISEN CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% DAVID EISENInCareOfNm
Business Name ControlEISEBusinessNameControlTxt
Phone8562341007PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19207 SQUIRES LANEAddressLine1Txt
CityLAFAYETTE HILCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19444ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCynthia E EisenPersonNm
Person TitlePresidentPersonTitleTxt
Phone8562341007PhoneNum
Signature2025-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKevin Randall EA MSTPreparerPersonNm
PTINP00317527PTIN
Phone8562345700PhoneNum
Preparation2025-05-15PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$91,367FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Dividends Rev And Expnss$2,106DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,106DividendsNetInvstIncmAmt
Dividends Adj Net Incm$30DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$4,331NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,804GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,331CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$6,437TotalRevAndExpnssAmt
Total Net Invst Incm$6,437TotalNetInvstIncmAmt
Total Adj Net Incm$30TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,250AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$122TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$26OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,398TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,398TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,039ExcessRevenueOverExpensesAmt
Net Investment Income$6,437NetInvestmentIncomeAmt
Adjusted Net Income$30AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$6,124CashBOYAmt
Cash EOY$9,577CashEOYAmt
Cash EOYFMV$9,577CashEOYFMVAmt
Corporate Stock BOY$56,052CorporateStockBOYAmt
Corporate Stock EOY$56,858CorporateStockEOYAmt
Corporate Stock EOYFMV$81,790CorporateStockEOYFMVAmt
Total Assets BOY$62,176TotalAssetsBOYAmt
Total Assets EOY$66,435TotalAssetsEOYAmt
Total Assets EOYFMV$91,367TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$62,176RetainedEarningBOYAmt
Retained Earning EOY$66,435RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$62,176TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$66,435TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$62,176TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$66,435TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$62,176TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,039ExcessRevenueOverExpensesAmt
Other Increases$1,220OtherIncreasesAmt
Subtotal$66,435SubtotalAmt
Tot Net Ast Or Fund Balances EOY$66,435TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property20 sh McDONALDS CORPPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2011-01-13AcquiredDt
Sold2024-09-06SoldDt
Gross Sales Price$5,804GrossSalesPriceAmt
Cost Or Other Basis$1,473CostOrOtherBasisAmt
Gain Or Loss$4,331GainOrLossAmt
Gains Minus Excess Or Losses$4,331GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$4,331CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$89InvestmentIncomeExciseTaxAmt
Subtotal$89SubtotalAmt
Tax Based On Investment Income$89TaxBasedOnInvestmentIncomeAmt
Tax Due$89TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDAVID EISENIndividualWithBooksNm
Phone2154962396PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line19207 SQUIRES LANEAddressLine1Txt
CityLAFAYETTE HILLCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19444ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
CYNTHIA EISEN
9207 SQUIRES LANELAFAYETTE HILLPA19444PRES001.00$0
DAVID EISEN
9207 SQUIRES LANELAFAYETTTE HILLPA19444VP001.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$89TaxBasedOnInvestmentIncomeAmt
Total Tax$89TotalTaxAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,000ExpensesAndContributionsAmt
Qualifying Distributions$2,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$5,720ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$5,720TotalExcessDistributionCyovAmt
Qualifying Distributions$2,000QualifyingDistributionsAmt
Remaining Distri From Corpus$2,000RemainingDistriFromCorpusAmt
Total Corpus$7,720TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$7,720ExcessDistriCyovToNextYrAmt
Excess From Year1$5,720ExcessFromYear1Amt
Excess From Current Year$2,000ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1Indian Creek FoundationBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1420 Cowpath RoadAddressLine1Txt
CitySoudertonCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18964ZIPCd
FieldValueIRS element (for citing)
Grant Or Contribution PurposeGeneral supportGrantOrContributionPurposeTxt
Amt$2,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion$2,106ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion$4,331ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$6,437ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,437TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryMarcumCategoryTxt
Amt$1,250Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockENTITY INVESTMENTSStockNm
EOY Book Value$56,858EOYBookValueAmt
EOYFMV$81,790EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBank feesDesc
Revenue And Expenses Per Books$26RevenueAndExpensesPerBooksAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
Difference between FMV and Book Value net adjustment per Regs 22923$1,220
Unrealized gains due to investments differentiated between book value and FMV in P II EOY$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryIRSCategoryTxt
Amt$122Amt

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