KENNETH AND LORETTA SCHATZ FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- KENNETH AND LORETTA SCHATZ FOUNDATION (EIN 22-6913857)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-13
- IRS object ID
- 202541339349102764
- Schema version
- 2024v5.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-13T13:45:28-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 223081101 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHERMAN SILVERSTEIN ETAL | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 308 HARPER DR STE 200 | AddressLine1Txt |
| City | MOORESTOWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 080573245 | 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 | 226913857 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENNETH AND LORETTA SCHATZ | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KENN | BusinessNameControlTxt |
| Phone | 8566620700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 ROBIN LAKE DRIVE | AddressLine1Txt |
| City | CHERRY HILL | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08003 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH SCHATZ | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8566620700 | PhoneNum |
| Signature | 2025-05-12 | SignatureDt |
| 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 | JOHN R LOLIO JR | PreparerPersonNm |
| PTIN | P01509761 | PTIN |
| Phone | 8566620700 | PhoneNum |
| Preparation | 2025-05-13 | PreparationDt |
| 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 | $990,489 | 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 | $241,160 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $488 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $488 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $488 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $6,505 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,505 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $6,505 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $351,623 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $360,020 | GrossSalesPriceAmt |
| Total Rev And Expnss | $599,776 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,993 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $6,993 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $1,286 | LegalFeesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $1,286 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $255,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $255,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $256,886 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $255,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $342,890 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,993 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,993 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $119,403 | CashBOYAmt |
| Cash EOY | $230,720 | CashEOYAmt |
| Cash EOYFMV | $230,720 | CashEOYFMVAmt |
| Corporate Stock BOY | $78,637 | CorporateStockBOYAmt |
| Corporate Stock EOYFMV | $759,769 | CorporateStockEOYFMVAmt |
| Other Assets BOY | -$78,637 | OtherAssetsBOYAmt |
| Total Assets BOY | $119,403 | TotalAssetsBOYAmt |
| Total Assets EOY | $230,720 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $990,489 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $699,712 | CapitalStockBOYAmt |
| Capital Stock EOY | $759,769 | CapitalStockEOYAmt |
| Retained Earning BOY | -$580,309 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$177,426 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $119,403 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $582,343 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $119,403 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $582,343 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $119,403 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $342,890 | ExcessRevenueOverExpensesAmt |
| Other Increases | $120,050 | OtherIncreasesAmt |
| Subtotal | $582,343 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $582,343 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $97 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $97 | SubtotalAmt |
| Tax Based On Investment Income | $97 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $97 | 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 |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHERMAN SILVERSTEIN KOHL ROSE PODOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8566620700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 308 HARPER DRIVE STE 200 | AddressLine1Txt |
| City | MOORESTOWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08057 | 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 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| KENNETH SCHATZ | ||||||||
| 18 ROBIN LAKE DRIVE | CHERRY HILL | NJ | 08003 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| LORETTA SCHATZ | ||||||||
| 18 ROBIN LAKE DRIVE | CHERRY HILL | NJ | 08003 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $729,741 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $115,360 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $845,101 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $845,101 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,677 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $832,424 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $41,621 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $41,621 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $97 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $97 | TotalTaxAmt |
| Distributable Before Adj | $41,524 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $41,524 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $41,524 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $255,600 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $255,600 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $41,524 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $97,886 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $132,985 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $134,676 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $163,121 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $207,752 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $736,420 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $255,600 | QualifyingDistributionsAmt |
| Applied To Current Year | $41,524 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $214,076 | RemainingDistriFromCorpusAmt |
| Total Corpus | $950,496 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $97,886 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $852,610 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $132,985 | ExcessFromYear4Amt |
| Excess From Year3 | $134,676 | ExcessFromYear3Amt |
| Excess From Year2 | $163,121 | ExcessFromYear2Amt |
| Excess From Year1 | $207,752 | ExcessFromYear1Amt |
| Excess From Current Year | $214,076 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||
| 1818 MARKET STREET | PHILADELPHIA | PA | 19103 | GIFT | $5,000 |
| B'NAI BRITH | |||||
| 124 WHITE HORSE PIKE | CHESILHURST | NJ | 08089 | GIFT | $1,000 |
| BMAC | |||||
| 8 E CHERRY STREET | WALLA WALLA | WA | 99362 | GIFT | $1,200 |
| BOYS AND GIRLS CLUB OF CAMDEN CNTY | |||||
| 2 S DUDLEY STREET | CAMDEN | NJ | 08105 | GIFT | $1,000 |
| CATHEDRAL KITCHEN | |||||
| 1514 FEDERAL STREET | CAMDEN | NJ | 08105 | GIFT | $3,000 |
| CHABAD | |||||
| 1925 KRESSON ROAD | CHERRY HILL | NJ | 08003 | GIFT | $4,300 |
| COOPER FOUNDATION | |||||
| 3 COOPER PLAZA | CAMDEN | NJ | 08103 | GIFT | $50,000 |
| DAV | |||||
| 5000 WISSAHICKON AVENUE | PHILADELPHIA | PA | 19144 | GIFT | $2,500 |
| FOOD BANK OF SOUTH JERSEY | |||||
| 1501 JOHN TIPTON BLVD | PENNSAUKEN | NJ | 08110 | GIFT | $5,000 |
| GLOUCESTER COUNTY HERO SCHOLARSHIP | |||||
| PO BOX 195 | PITMAN | NJ | 08071 | GIFT | $1,000 |
| HILLEL INTERNATIONAL | |||||
| 800 8TH STREET NW | WASHINGTON | DC | 20001 | GIFT | $3,000 |
| JCFS | |||||
| 1301 SPRINGDALE ROAD | CHERRY HILL | NJ | 08003 | GIFT | $40,000 |
| KELLMAN BROWN ACADEMY | |||||
| 1007 LAUREL OAK ROAD | VOORHEES | NJ | 08043 | GIFT | $8,500 |
| LARC SCHOOL | |||||
| 1089 CREEK ROAD | BELLMAWR | NJ | 08031 | GIFT | $2,500 |
| LEGACY TREATMENT CENTERS | |||||
| 1289 RT 38 WEST | HAINESPORT | NJ | 08036 | GIFT | $2,500 |
| MARESSA CENTER FOR WELLNESS | |||||
| 2301 E EVESHAM ROAD | VOORHEES | NJ | 08034 | GIFT | $250 |
| MILITARY SUPPORT ALLIANCE FOOD DRIV | |||||
| PO BOX 5421 | TOMS RIVER | NJ | 08754 | GIFT | $500 |
| NICKY GREEN FOUNDATION | |||||
| 111 MAPLE GROVE BLVD | LUMBERTON | NJ | 08048 | GIFT | $1,000 |
| PHILADELPHIA RONALD MCDONALD HOUSE | |||||
| 3925 CHESTNUT STREET | PHILADELPHIA | PA | 19104 | GIFT | $4,000 |
| ROWAN COLLEGE FOUNDATION | |||||
| 1400 TANYARD ROAD | SEWELL | NJ | 08080 | GIFT | $1,000 |
| SAMARATIN HOSPICE | |||||
| 265 S RT 73 | VOORHEES | NJ | 08043 | GIFT | $5,000 |
| SANDY ROLLMAN OVARIAN CANCER FND | |||||
| 2010 WEST CHESTER PIKE | HAVERTOWN | PA | 19083 | GIFT | $5,000 |
| SHRINERS HOSPITAL FOR CHILDREN | |||||
| 3551 N BROAD STREET | PHILADELPHIA | PA | 19140 | GIFT | $5,000 |
| ST JUDE'S CHILDRENS RESEARCH HOSPI | |||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | GIFT | $10,000 |
| SUNSHINE FOUNDATION | |||||
| 123 STREET ROAD | TRENTON | NJ | 08638 | GIFT | $2,500 |
| TUNNEL TO TOWERS | |||||
| 2361 HYLAND BLVD | STATEN ISLAND | NY | 10306 | GIFT | $10,000 |
| URBAN PROMISE | |||||
| 27 N 36TH STREET | CAMDEN | NJ | 08105 | GIFT | $3,000 |
| USO | |||||
| 2700 SOUTHAMPTON ROAD | PHILADELPHIA | PA | 19154 | GIFT | $2,000 |
| VARIETY CHILDREN'S CHARITY | |||||
| 2950 POTSHIP ROAD | WORCHESTER | PA | 19490 | GIFT | $5,000 |
| WOOLWICH FIRE CO | |||||
| 1517 KINGS HIGHWAY | SWEDESBORO | NJ | 08085 | GIFT | $1,000 |
| WOUNDED WARRIOR | |||||
| 1120 G STREET NW | WASHINGTON | DC | 20005 | GIFT | $5,000 |
| YMCA CAMPS | |||||
| 1303 STOKES ROAD | MEDFORD | NJ | 08055 | GIFT | $2,000 |
| AFMDA | |||||
| 20 W 36TH STREET | NEW YORK | NY | 10018 | GIFT | $10,000 |
| AJC | |||||
| 30 S 15TH STREET | PHILADELPHIA | PA | 19102 | GIFT | $1,000 |
| CENTER FOR FAMILY SERVICES | |||||
| 1 ALPHA AVENUE | VOORHEES | NJ | 08043 | GIFT | $1,000 |
| CENTER FOR SURGICAL HEALTH (PENN) | |||||
| 3400 SPRUCE STREET | PHILADELPHIA | PA | 19104 | GIFT | $10,000 |
| ELEVEN 11 HOOPS | |||||
| 1004 TUCKERTON ROAD | MARLTON | NJ | 08053 | GIFT | $250 |
| FELS | |||||
| 10700 JAMISON AVENUE | PHILADELPHIA | PA | 19116 | GIFT | $1,000 |
| FIDF | |||||
| PO BOX 4224 | NEW YORK | NY | 10163 | GIFT | $5,000 |
| ISRAELI CHILDREN'S CANCER CENTER | |||||
| 990 CEDARBRIDGE AVENUE | BRICK | NJ | 08723 | GIFT | $4,500 |
| LAW ENFORCEMENT LEGAL DEFENSE FUND | |||||
| PO BOX 7012 | MERRIFIELD | VA | 22116 | GIFT | $100 |
| SLOANE KETTERING | |||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | GIFT | $29,000 |
| SPECIAL OLYMPICS | |||||
| 2900 SOUTHAMPTON AVENUE | PHILADELPHIA | PA | 19154 | GIFT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $255,600 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $488 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $6,505 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $351,623 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $358,616 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $358,616 | 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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| JPM | 2002-10 | PURCHASE | 2024-12 | $23,079 | $1,734 | $21,345 |
| MSFT | 1996-09 | PURCHASE | 2024-03 | $126,763 | $2,499 | $124,264 |
| MSFT | 1996-09 | PURCHASE | 2024-12 | $210,178 | $4,164 | $206,014 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOYFMVEOYFMVAmt |
|---|---|
| 2000 SH ORACLE | $333,280 |
| 500 SH MICROSOFT | $210,750 |
| 900 JP MORGAN CHASE | $215,739 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SHERMAN SILVERSTEIN KOHL ROSE PO | CategoryTxt |
| Legal Fees | $1,286 | LegalFeesAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJ TO COST BASIS | Desc |
| BOY Book Value | -$78,637 | BOYBookValueAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN NET VALUE ASSETS | Desc |
| Amt | $120,050 | Amt |
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