BETA

KESTENBAUM FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
KESTENBAUM FAMILY FOUNDATION (EIN 26-1363714)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-04-30
IRS object ID
202041219349100404
Schema version
2019v5.1
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)
Return2020-04-30T08:13:22-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line130 SOUTH 17TH STREET SUITE 710AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN261363714EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE KESTENBAUM FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKESTBusinessNameControlTxt
Phone6107710904PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 FOUR FALLS CORPORATE CTR NO 4AddressLine1Txt
CityWEST CONSHOHOCKENCityNm
State AbbreviationPAStateAbbreviationCd
ZIP194282931ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOSEPH KESTENBAUMPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone6107710904PhoneNum
Signature2020-04-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHELLE MALIMBANPreparerPersonNm
PTINP01372721PTIN
Phone2157654600PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,099,062FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$113,660DividendsRevAndExpnssAmt
Dividends Net Invst Incm$84,368DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$13,559NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,238,086GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$13,559CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$127,219TotalRevAndExpnssAmt
Total Net Invst Incm$97,927TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$1,601TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,601TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$25,720OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$25,720OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$27,321TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$27,321TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$387,375ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$387,375ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$414,696TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$27,321TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$387,375TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$287,477ExcessRevenueOverExpensesAmt
Net Investment Income$70,606NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,777,876CashBOYAmt
Cash EOY$101,368CashEOYAmt
Cash EOYFMV$101,368CashEOYFMVAmt
US Government Obligations BOY$645,660USGovernmentObligationsBOYAmt
US Government Obligations EOY$994,247USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,007,930USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,597,335CorporateStockBOYAmt
Corporate Stock EOY$2,133,122CorporateStockEOYAmt
Corporate Stock EOYFMV$2,721,467CorporateStockEOYFMVAmt
Corporate Bonds BOY$769,267CorporateBondsBOYAmt
Corporate Bonds EOY$1,268,495CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,268,297CorporateBondsEOYFMVAmt
Total Assets BOY$4,790,138TotalAssetsBOYAmt
Total Assets EOY$4,497,232TotalAssetsEOYAmt
Total Assets EOYFMV$5,099,062TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$4,790,138RetainedEarningBOYAmt
Retained Earning EOY$4,497,232RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,790,138TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,497,232TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,790,138TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,497,232TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,790,138TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$287,477ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$4,502,661SubtotalAmt
Other Decreases$5,429OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,497,232TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$2,238,005$2,224,527$13,478$13,478
CAPITAL GAINS DIVIDENDSP$81$81$81
FieldValueIRS element (for citing)
Capital Gain Net Income$13,559CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$553,680AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,610,154NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.153367DistributionYr1Rt
Adjusted Qlfy Distri Yr2$516,540AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,864,270NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.133671DistributionYr2Rt
Adjusted Qlfy Distri Yr3$537,127AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,195,991NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.128010DistributionYr3Rt
Adjusted Qlfy Distri Yr4$896,925AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,753,454NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.188689DistributionYr4Rt
Adjusted Qlfy Distri Yr5$140,098AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$5,301,056NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.026428DistributionYr5Rt
Total Distribution0.630165TotalDistributionRt
Average Distribution0.126033AverageDistributionRt
Net Vl Noncharitable Assets$5,101,539NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$642,962AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$706NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$643,668AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$387,375QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,412InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,412SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,412TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,023EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,023TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$611OverpaymentAmt
Applied To ES Tax$611AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJOSEPH KESTENBAUMIndividualWithBooksNm
Phone4843802650PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1100 FOUR FALLS CORPORATE CENTERAddressLine1Txt
Address Line2SUITE 407AddressLine2Txt
CityWEST CONSHOHOCKENCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19428ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOSEPH KESTENBAUM
100 FOUR FALLS CORPORATE CENTERSUITE 407WEST CONSHOHOCKENPA19428DIRECTOR1.00$0$0$0
SHARON TOBIN KESTENBAUM
100 FOUR FALLS CORPORATE CENTERSUITE 407WEST CONSHOHOCKENPA19428DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NOT APPLICABLEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,662,235AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$516,992AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,179,227TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,179,227AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$77,688CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,101,539NetVlNoncharitableAssetsAmt
Minimum Investment Return$255,077MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$255,077MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,412TaxBasedOnInvestmentIncomeAmt
Total Tax$1,412TotalTaxAmt
Distributable Before Adj$253,665DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$253,665DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$253,665DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$387,375ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$387,375QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$387,375AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$253,665DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$661,680ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$328,601ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$326,924ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$374,390ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,691,595TotalExcessDistributionCyovAmt
Qualifying Distributions$387,375QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$253,665AppliedToCurrentYearAmt
Remaining Distri From Corpus$133,710RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,825,305TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,825,305ExcessDistriCyovToNextYrAmt
Excess From Year4$661,680ExcessFromYear4Amt
Excess From Year3$328,601ExcessFromYear3Amt
Excess From Year2$326,924ExcessFromYear2Amt
Excess From Year1$374,390ExcessFromYear1Amt
Excess From Current Year$133,710ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BARKANN FAMILY HEALING HEARTS FOUNDATION
PO BOX 118NEWTOWN SQUAREPA19073PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$250
CHILDREN'S CRISIS TREATMENT CENTER
1080 N DELAWARE AVENUEPHILADELPHIAPA19125PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$6,500
EMILY'S ENTOURAGE
111 COLWYN LANEBALA CYNWYDPA19004PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$2,500
FOX CHASE CANCER CENTER
333 COTTMAN AVENUEPHILADELPHIAPA19111PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$200
FREIRE CHARTER SCHOOL FOUNDATION
2027 CHESTNUT STREETPHILADELPHIAPA19103PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$500
GILDA'S CLUB SOUTH JERSEY
700 NEW ROADLINWOODNJ08221PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$250
HAR ZION TEMPLE
1500 HAGYS FORD ROADPENN VALLEYPA19072PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$5,536
ISRAEL TENNIS CENTER FOUNDATION
57 WEST 38TH STREET SUITE 605NEW YORKNY10018PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$6,000
JEWISH FEDERATION OF GREATER PHILADELPHIA
2100 ARCH STREETPHILADELPHIAPA19103PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$250,000
LIVE LIKE BLAINE FOUNDATION
2 BALA PLAZA SUITE 401BALA CYNWYDPA19004PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$500
NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY
101 SOUTH INDEPENDENCE MALL EASTPHILADELPHIAPA19106PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$60,000
PHILADELPHIA MUSEUM OF ART
PO BOX 7646PHILADELPHIAPA191017646PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$700
THE HARID CONSERVATORY
2285 POTOMAC ROADBOCA RATONFL33431PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$1,000
THE WISTAR INSTITUTE OF ANATOMY & BIOLOGY
3601 SPRUCE STREETPHILADELPHIAPA191044265PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$50,000
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
3451 WALNUT STREET SUITE 305PHILADELPHIAPA191046284PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$1,500
WILLIAM PENN CHARTER SCHOOL
3000 WEST SCHOOL HOUSE LANEPHILADELPHIAPA191445412PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$1,939
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$387,375TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$113,660ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$13,559ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$127,219ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$127,219TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ANGEL OAK ULTRASHORT INCOME FUND CLAS INSTL$200,000$199,802
UBS ULTRA SHORT INCOME FUND CLASS P$1,068,495$1,068,495

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ISHARES CORE S&P SMALL-CAP ETF$70,571$96,428
FIRST TR NORTH AMERICAN ENERGY INFRASTRUCTURE FD ETF$160,588$180,597
ISHARES CORE S&P MIDCAP ETF$75,787$114,230
VICTORY SHARES US 500 VOLATILITY WTD ETF$151,236$178,005
ISHARES GLOBAL REIT ETF$103,696$120,561
AMERICAN CENTURY INTERNATIONAL OPPS FUND CLASS I$103,747$125,544
ISHARES MSCI EAFE ETF$381,580$438,791
SPDR S&P 500 ETF TR$363,016$679,125
BERKSHIRE HATHAWAY INC NEW CL B$257,182$288,788
SPDR BLOOMBERG BARCLAYS CONV SEC ETF$259,482$277,500
VIRTUS KAR INTERNATIONAL SMALL-CAP FUND CLASS I$206,237$221,898

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$994,247USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$1,007,930USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN VALUE OF INVESTMENTSDesc
Amt$5,429Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK FEESDesc
Revenue And Expenses Per Books$25,720RevenueAndExpensesPerBooksAmt
Net Investment Income$25,720NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$1,601Amt
Net Investment Income$1,601NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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