BETA

KESTENBAUM FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
KESTENBAUM FAMILY FOUNDATION (EIN 26-1363714)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-02
IRS object ID
201921229349100902
Schema version
2018v3.1
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)
Return2019-05-02T08:55:40-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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 Line14000 CHEMICAL ROAD NO 401AddressLine1Txt
CityPLYMOUTH MEETINGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19462ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOSEPH KESTENBAUMPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone6107710904PhoneNum
Signature2019-04-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHELLE MALIMBANPreparerPersonNm
PTINP01372721PTIN
Phone2157654600PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address66.98.98.10IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-04-29IPDt
IP Tm13:22:27IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id9727B63C825E9C2B1357DAF1EA2AE985339B5D65AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,928,557FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,000,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$58,606DividendsRevAndExpnssAmt
Dividends Net Invst Incm$58,606DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$46,369NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,634,118GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$46,369CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,104,975TotalRevAndExpnssAmt
Total Net Invst Incm$104,975TotalNetInvstIncmAmt
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$1,195TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,195TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$17,853OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$17,853OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$19,048TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$19,048TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$554,539ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$554,539ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$573,587TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$19,048TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$554,539TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,531,388ExcessRevenueOverExpensesAmt
Net Investment Income$85,927NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$207,488CashBOYAmt
Cash EOY$1,777,876CashEOYAmt
Cash EOYFMV$1,777,876CashEOYFMVAmt
US Government Obligations BOY$0USGovernmentObligationsBOYAmt
US Government Obligations EOY$645,660USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$645,351USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,293,283CorporateStockBOYAmt
Corporate Stock EOY$1,597,335CorporateStockEOYAmt
Corporate Stock EOYFMV$1,760,705CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,752,381CorporateBondsBOYAmt
Corporate Bonds EOY$769,267CorporateBondsEOYAmt
Corporate Bonds EOYFMV$744,625CorporateBondsEOYFMVAmt
Total Assets BOY$3,253,152TotalAssetsBOYAmt
Total Assets EOY$4,790,138TotalAssetsEOYAmt
Total Assets EOYFMV$4,928,557TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$3,253,152RetainedEarningBOYAmt
Retained Earning EOY$4,790,138RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,253,152TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,790,138TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,253,152TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,790,138TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,253,152TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,531,388ExcessRevenueOverExpensesAmt
Other Increases$5,598OtherIncreasesAmt
Subtotal$4,790,138SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,790,138TotNetAstOrFundBalancesEOYAmt

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 SECUTIRIESP$1,625,061$1,587,749$37,312$37,312
CAPITAL GAINS DIVIDENDSP$9,057$9,057$9,057
FieldValueIRS element (for citing)
Capital Gain Net Income$46,369CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$516,540AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,864,270NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.133671DistributionYr1Rt
Adjusted Qlfy Distri Yr2$537,127AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,195,991NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.128010DistributionYr2Rt
Adjusted Qlfy Distri Yr3$896,925AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,753,454NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.188689DistributionYr3Rt
Adjusted Qlfy Distri Yr4$140,098AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$5,301,056NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.026428DistributionYr4Rt
Adjusted Qlfy Distri Yr5$528,739AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$5,408,249NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.097765DistributionYr5Rt
Total Distribution0.574563TotalDistributionRt
Average Distribution0.114913AverageDistributionRt
Net Vl Noncharitable Assets$3,610,154NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$414,854AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$859NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$415,713AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$554,539QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$859InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$859SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$859TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,882EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,882TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,023OverpaymentAmt
Applied To ES Tax$2,023AppliedToESTaxAmt
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 Line14000 CHEMICAL ROAD SUITE 401AddressLine1Txt
CityPLYMOUTH MEETINGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19462ZIPCd
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/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOSEPH KESTENBAUM
4000 CHEMICAL ROAD SUITE 401PLYMOUTH MEETINGPA19462DIRECTOR1.00$0$0$0
SHARON TOBIN KESTENBAUM
4000 CHEMICAL ROAD SUITE 401PLYMOUTH MEETINGPA19462DIRECTOR1.00$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$3,405,134AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$259,997AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,665,131TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,665,131AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$54,977CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,610,154NetVlNoncharitableAssetsAmt
Minimum Investment Return$180,508MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$180,508MinimumInvestmentReturnAmt
Tax Based On Investment Income$859TaxBasedOnInvestmentIncomeAmt
Total Tax$859TotalTaxAmt
Distributable Before Adj$179,649DistributableBeforeAdjAmt
Recoveries Qualfied Distri$500RecoveriesQualfiedDistriAmt
Distributable Before Ded$180,149DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$180,149DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$554,539ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$554,539QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$859PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$553,680AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$180,149DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$264,191ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$661,680ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$328,601ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$326,924ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,581,396TotalExcessDistributionCyovAmt
Qualifying Distributions$554,539QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$180,149AppliedToCurrentYearAmt
Remaining Distri From Corpus$374,390RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,955,786TotalCorpusAmt
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$264,191ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,691,595ExcessDistriCyovToNextYrAmt
Excess From Year3$661,680ExcessFromYear3Amt
Excess From Year2$328,601ExcessFromYear2Amt
Excess From Year1$326,924ExcessFromYear1Amt
Excess From Current Year$374,390ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FREIRE CHARTER SCHOOL FOUNDATION
2027 CHESTNUT STREETPHILADELPHIAPA19103PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$500
HAR ZION TEMPLE
1500 HAGYS FORD ROADPENN VALLEYPA19072PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$5,000
AMERICAN HEART ASSOCIATION
7272 GREENVILLE AVENUEDALLASTX75231PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$100
BARBARA BUSH FOUNDATION FOR FAMILY LITERACY
516 N ADAMS STTALLAHASSEEFL32301PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$50
CHILDREN'S CRISIS TREATMENT CENTER
1080 N DELAWARE AVENUEPHILADELPHIAPA19125PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$25,500
COMCAST-SPECTACOR CHARITIES
3601 SOUTH BROAD STREETPHILADELPHIAPA19148PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$250
JEFFERSON'S SIDNEY KIMMEL CANCER CENTER
125 SOUTH 9TH STREET SUITE 600PHILADELPHIAPA19107PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$250
THE HARID CONSERVATORY
2282 POTOMAC ROADBOCA RATONFL33431PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$1,000
THE WISTAR INSTITUTE OF ANATOMY & BIOLOGY
3601 SPRUCE STREETPHILADELPHIAPA191044265PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$1,000
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$6,689
JEWISH FEDERATION OF GREATER PHILADELPHIA
2100 ARCH STREETPHILADELPHIAPA19103PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$120,000
JEWISH LEARNING VENTURE
261 OLD YORK ROADJENKINTOWNPA19046PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$500
JOHNS HOPKINS UNIVERSITY
3400 N CHARLES STREETBALTIMOREMD21218PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$500
LEUKEMIA & LYMPHOMA SOCIETY
3 INTERATIONAL DRIVERYE BROOKNY10573PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$250
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$390,250
PHILADELPHIA MUSEUM OF ART
PO BOX 7646PHILADELPHIAPA191017646PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$700
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$554,539TotalGrantOrContriPdDurYrAmt
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$58,606ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$46,369ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$104,975ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$104,975TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJOSEPH KESTENBAUMContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1945 ROSCOMMON ROADAddressLine1Txt
CityBRYN MAWRCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19010ZIPCd
FieldValueIRS element (for citing)
Total Contributions$2,000,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ISHARES IBOXX $ INVT GRADE CORPORATE BOND ETF$367,221$347,486
MUZINICH CREDIT OPPS FUND CLASS I$402,046$397,139

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ISHARES US OIL EQUIPMENT & SERVICES ETF$60,910$35,531
ISHARES CORE S&P SMALL-CAP ETF$42,807$55,456
ENERGY SELECT SECTOR SPDR FUND ETF$65,198$61,651
ISHARES CORE MSCI EMERGING MARKETS ETF$60,413$70,961
FIRST TR NORTH AMERICAN ENERGY INFRASTRUCTURE FD ETF$88,081$88,374
ISHARES CORE S&P MIDCAP ETF$75,787$92,163
VICTORY SHARES US 500 VOLATILITY WTD ETF$98,716$93,677
ISHARES GLOBAL REIT ETF$103,696$102,228
AMERICAN CENTURY INTERNATIONAL OPPS FUND CLASS I$119,281$104,925
SPDR GOLD SHARES ETF$243,970$252,200
ISHARES MSCI EAFE ETF$275,461$276,207
SPDR S&P 500 ETF TR$363,015$527,332

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$645,660USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$645,351USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK FEESDesc
Revenue And Expenses Per Books$17,853RevenueAndExpensesPerBooksAmt
Net Investment Income$17,853NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
EXPIRED GRANT EXPENSE CHECKS$5,098
CHANGE IN VALUE OF INVESTMENTS$500

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$1,195Amt
Net Investment Income$1,195NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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