BETA

KESTENBAUM FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
KESTENBAUM FAMILY FOUNDATION (EIN 26-1363714)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-04-17
IRS object ID
201811099349101451
Schema version
2017v2.2
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)
Return2018-04-17T00:00:00-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Line1518 TOWNSHIP LINE ROAD SUITE 300AddressLine1Txt
CityBLUE BELLCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19422ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

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
Signature2018-04-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHELLE MALIMBANPreparerPersonNm
PTINP01372721PTIN
Phone2156418600PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address108.171.131.171IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-04-16IPDt
IP Tm14:19:00IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdED0E7B459ACDE7E8BE83C2EAC6B3667F16CE85CDAtSubmissionCreationDeviceId
At Submission Filing Device IdFF7B79C6F17401B92B049022586E0F66AF18E737AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,667,548FMVAssetsEOYAmt
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$81,857DividendsRevAndExpnssAmt
Dividends Net Invst Incm$79,439DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$121,191NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,855,366GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$121,191CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$203,048TotalRevAndExpnssAmt
Total Net Invst Incm$200,630TotalNetInvstIncmAmt
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$1,222TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,222TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$22,502OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$19,467OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$23,724TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$20,689TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$518,339ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$518,339ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$542,063TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$20,689TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$518,339TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$339,015ExcessRevenueOverExpensesAmt
Net Investment Income$179,941NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$48,938CashBOYAmt
Cash EOY$207,488CashEOYAmt
Cash EOYFMV$207,488CashEOYFMVAmt
Corporate Stock BOY$1,126,247CorporateStockBOYAmt
Corporate Stock EOY$1,293,283CorporateStockEOYAmt
Corporate Stock EOYFMV$1,669,431CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,416,982CorporateBondsBOYAmt
Corporate Bonds EOY$1,752,381CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,790,629CorporateBondsEOYFMVAmt
Total Assets BOY$3,592,167TotalAssetsBOYAmt
Total Assets EOY$3,253,152TotalAssetsEOYAmt
Total Assets EOYFMV$3,667,548TotalAssetsEOYFMVAmt
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$3,592,167RetainedEarningBOYAmt
Retained Earning EOY$3,253,152RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,592,167TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,253,152TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,592,167TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,253,152TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,592,167TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$339,015ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,253,152SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,253,152TotNetAstOrFundBalancesEOYAmt

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$2,849,266$2,734,175$115,091$115,091
CAPITAL GAINS DIVIDENDSP$6,100$6,100$6,100
FieldValueIRS element (for citing)
Capital Gain Net Income$121,191CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$537,127AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$4,195,991NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.128010DistributionYr1Rt
Adjusted Qlfy Distri Yr2$896,925AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,753,454NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.188689DistributionYr2Rt
Adjusted Qlfy Distri Yr3$140,098AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$5,301,056NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.026428DistributionYr3Rt
Adjusted Qlfy Distri Yr4$528,739AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$5,408,249NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.097765DistributionYr4Rt
Adjusted Qlfy Distri Yr5$515,414AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$5,443,018NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.094693DistributionYr5Rt
Total Distribution0.535585TotalDistributionRt
Average Distribution0.107117AverageDistributionRt
Net Vl Noncharitable Assets$3,864,270NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$413,929AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,799NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$415,728AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$518,339QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,799InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,799SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,799TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,681EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,681TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,882OverpaymentAmt
Applied To ES Tax$2,882AppliedToESTaxAmt
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

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$3,789,317AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$133,800AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,923,117TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,923,117AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$58,847CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,864,270NetVlNoncharitableAssetsAmt
Minimum Investment Return$193,214MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$193,214MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,799TaxBasedOnInvestmentIncomeAmt
Total Tax$1,799TotalTaxAmt
Distributable Before Adj$191,415DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$191,415DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$191,415DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$518,339ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$518,339QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,799PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$516,540AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$191,415DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$246,169ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$264,191ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$661,680ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$328,601ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,500,641TotalExcessDistributionCyovAmt
Qualifying Distributions$518,339QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$191,415AppliedToCurrentYearAmt
Remaining Distri From Corpus$326,924RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,827,565TotalCorpusAmt
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$246,169ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,581,396ExcessDistriCyovToNextYrAmt
Excess From Year4$264,191ExcessFromYear4Amt
Excess From Year2$661,680ExcessFromYear2Amt
Excess From Year1$328,601ExcessFromYear1Amt
Excess From Current Year$326,924ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACADEMY IN MANAYUNK
1200 RIVER ROADCONSHOCKENPA19428PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$500
BRANDYWINE VALLEY SPCA
1212 PHOENIXVILLE PIKEWEST CHESTERPA19380PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$250
CHILDREN'S CRISIS TREATMENT CENTER
1080 N DELAWARE AVENUEPHILADELPHIAPA19125PCUNRESTRICTED CHARITABLE DONATION$10,750
COLLEGE SETTLEMENT
600 WITMER ROADHORSHAMPA19044PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$250
EMILY'S ENTOURAGE
111 COLWYN LANEBALA CYNWYDPA19004PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$250
FREE LIBRARY OF PHILADELPHIA
1901 VINE STREETPHILADELPHIAPA19103PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$100
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$6,100
HARID CONSERVATORY OF MUSIC INC
2285 POTOMAC ROADBOCA RATONFL33431PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$1,000
HOLY REDEEMER HEALTH SYSTEM
667 OLD WELSH ROAD SUITE 300HUNTINGDON VALLEYPA19006PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$200
JEWISH ADOPTION & FOSTER CARE OPTIONS INC
4200 N UNIVERSITY DRSUNRISEFL33351PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$250
JEWISH FEDERATION OF GREATER PHILADELPHIA
2100 ARCH STREETPHILADELPHIAPA19103PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$100,000
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$390,000
PHILADELPHIA MUSEUM OF ART CRAFT SHOW
PO BOX 7646PHILADELPHIAPA191017646PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$700
RAYMOND AND RUTH PERELMAN JEWISH DAY SCHOOL
49 HAVERFORD ROADWYNNEWOODPA19096PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$500
SHANES KINDNESS
301 INTEGRITY AVENUEORELANDPA19075PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$50
THE WISTAR INSTITUTE OF ANATOMY & BIOLOGY
3601 SPRUCE STREET SUITE 242PHILADELPHIAPA191044265PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$3,000
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
3451 WALNUT STREET ROOM 305PHILADELPHIAPA191046284PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$1,750
WILLIAM PENN CHARTER SCHOOL OVERSEERS OF THE PUBLIC SCHOOL
3000 WEST SCHOOL HOUSE LANEPHILADELPHIAPA191445412PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$1,689
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$518,339TotalGrantOrContriPdDurYrAmt
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$81,857ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$121,191ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$203,048ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$203,048TotalIncomeProducingActyAmt

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 (7 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ISHARES IBOXX $ INVT GRADE CORPORATE BOND ETF$367,221$374,405
ISHARES SHORT MAT BOND ETF$279,652$279,168
MUZINICH CREDIT OPPS FUND CLASS I$540,423$543,603
AC ALTERNATIVES INCOME FUND CLASS I$111,103$113,253
BLACKSTONE ALTERNATIVE MULTI-STRATEGY FUND CLASS I$248,648$257,028
GRANT PARK MULTI ALTERNATIVE STRATS FUND CLASS I$90,556$92,812
NEUBERGER BERMAN LONG SHORT FUND CLASS INSTL$114,778$130,360

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ENERGY SELECT SECTOR SPDR FUND ETF$51,769$59,615
ISHARES CORE S&P MIDCAP ETF$67,149$94,890
ISHARES CORE S&P SMALL-CAP ETF$38,555$56,455
ISHARES MSCI EAFE ETF$249,807$298,747
ISHARES US OIL EQUIPMENT & SERVICES ETF$60,910$62,501
ISHARES INTL SELECT DIVID ETF$48,193$56,260
ISHARES CORE MSCI EMERGING MARKETS ETF$51,199$74,254
ISHARES CORE DIVD GRWTH ETF$129,524$152,858
SPDR S&P 500 ETF TR$268,917$456,331
VANGUARD FTSE EUROPE ETF$55,689$56,193
AMERICAN CENTURY INTERNATIONAL OPPS FUND CLASS I$59,652$76,284
SPDR GOLD SHARES ETF$211,919$225,043

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$19,467$19,467$0$0
MISCELLANEOUS EXPENSES$3,035$0$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$1,222Amt
Net Investment Income$1,222NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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