KESTENBAUM FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- KESTENBAUM FAMILY FOUNDATION (EIN 26-1363714)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-06-06
- IRS object ID
- 201731579349100608
- Schema version
- 2016v3.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-06-06T12:20:13-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 751 ARBOR WAY SUITE 200 | AddressLine1Txt |
| City | BLUE BELL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19422 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261363714 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KESTENBAUM FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KEST | BusinessNameControlTxt |
| Phone | 6107710904 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4000 CHEMICAL ROAD NO 401 | AddressLine1Txt |
| City | PLYMOUTH MEETING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19462 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH KESTENBAUM | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 6107710904 | PhoneNum |
| Signature | 2017-06-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELLE MALIMBAN | PreparerPersonNm |
| PTIN | P01372721 | PTIN |
| Phone | 2156418600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.171.131.171 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-06-01 | IPDt |
| IP Tm | 12:03:14 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 61B387CD9E2B67A46FA7FE69228269D6B43CE0AE | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CE6DC6FDBDBE570E524ED65195BBE27BC76F58F4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,778,309 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $85,222 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $85,222 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$49,231 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,402,292 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $35,991 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $85,222 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $32,154 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $21,510 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $32,154 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,510 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $537,764 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $537,764 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $569,918 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,510 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $537,764 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$533,927 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $63,712 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $139,379 | CashBOYAmt |
| Cash EOY | $48,938 | CashEOYAmt |
| Cash EOYFMV | $48,938 | CashEOYFMVAmt |
| Other Investments BOY | $3,986,715 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,543,229 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,729,371 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,126,094 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,592,167 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,778,309 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,126,094 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,592,167 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,126,094 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,592,167 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,126,094 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,592,167 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,126,094 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$533,927 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,592,167 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,592,167 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $2,402,273 | $2,451,523 | -$49,250 | -$49,250 |
| CAPITAL GAINS DIVIDENDS | P | $19 | $19 | $19 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$49,231 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $896,925 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,753,454 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.188689 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $140,098 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,301,056 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.026428 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $528,739 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,408,249 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.097765 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $515,414 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,443,018 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.094693 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $507,187 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,681,636 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.108335 | DistributionYr5Rt |
| Total Distribution | 0.515910 | TotalDistributionRt |
| Average Distribution | 0.103182 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,195,991 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $432,951 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $637 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $433,588 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $537,764 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $637 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $637 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $637 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,318 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,318 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,681 | OverpaymentAmt |
| Applied To ES Tax | $4,681 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOSEPH KESTENBAUM | IndividualWithBooksNm |
| Phone | 4843802650 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4000 CHEMICAL ROAD SUITE 401 | AddressLine1Txt |
| City | PLYMOUTH MEETING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19462 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|---|---|
| JOSEPH KESTENBAUM | ||||||||
| 4000 CHEMICAL ROAD SUITE 401 | PLYMOUTH MEETING | PA | 19462 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SHARON TOBIN KESTENBAUM | ||||||||
| 4000 CHEMICAL ROAD SUITE 401 | PLYMOUTH MEETING | PA | 19462 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,975,232 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $284,657 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,259,889 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,259,889 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $63,898 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,195,991 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $209,800 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $209,800 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $637 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $637 | TotalTaxAmt |
| Distributable Before Adj | $209,163 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $209,163 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $209,163 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $537,764 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $537,764 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $637 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $537,127 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $209,163 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $274,789 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $246,169 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $264,191 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $661,680 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,446,829 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $537,764 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $209,163 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $328,601 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,775,430 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $274,789 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,500,641 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $246,169 | ExcessFromYear4Amt |
| Excess From Year3 | $264,191 | ExcessFromYear3Amt |
| Excess From Year1 | $661,680 | ExcessFromYear1Amt |
| Excess From Current Year | $328,601 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOSEPH KESTENBAUM | ContributingManagerNm |
| Contributing Manager | SHARON TOBIN KESTENBAUM | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||
| 3451 WALNUT STREET ROOM 305 | PHILADELPHIA | PA | 191046284 | PC | UNRESTRICTED CHARITABLE DONATION | $1,700 |
| ACADEMY IN MANAYUNK | ||||||
| 1200 RIVER ROAD | CONSHOCKEN | PA | 19428 | PC | UNRESTRICTED CHARITABLE DONATION | $600 |
| AMERICAN JEWISH COMMITTEE | ||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 100222709 | PC | UNRESTRICTED CHARITABLE DONATION | $250 |
| ALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIATION INC | ||||||
| 225 N MICHIGAN AVE 17TH FLOOR | CHICAGO | IL | 606017633 | PC | UNRESTRICTED CHARITABLE DONATION | $250 |
| CHILDREN'S CRISIS TREATMENT CENTER | ||||||
| 1080 N DELAWARE AVENUE | PHILADELPHIA | PA | 19125 | PC | UNRESTRICTED CHARITABLE DONATION | $5,250 |
| COMMONWEALTH NATIONAL FOUNDATION | ||||||
| 104 HAMPTON LANE | BLUE BELL | PA | 19422 | PF | UNRESTRICTED CHARITABLE DONATION | $2,300 |
| AMERICAN FRIENDS OF CONNECTIONS ISRAEL INC | ||||||
| PO BOX 190 | MONTVALE | NJ | 07645 | PC | UNRESTRICTED CHARITABLE DONATION | $500 |
| DREXEL UNIVERSITY | ||||||
| 3201 ARCH STREET NO 420 | PHILADELPHIA | PA | 191042875 | PC | UNRESTRICTED CHARITABLE DONATION | $250 |
| HAR ZION TEMPLE | ||||||
| 1500 HAGYS FORD ROAD | PENN VALLEY | PA | 19072 | PC | UNRESTRICTED CHARITABLE DONATION | $9,575 |
| HARID CONSERVATORY OF MUSIC INC | ||||||
| 2285 POTOMAC ROAD | BOCA RATON | FL | 33431 | PC | UNRESTRICTED CHARITABLE DONATION | $1,000 |
| JEWISH FEDERATION OF GREATER PHILADELPHIA | ||||||
| 2100 ARCH STREET | PHILADELPHIA | PA | 19103 | PC | UNRESTRICTED CHARITABLE DONATION | $100,100 |
| LIVE LIKE BLAINE FOUNDATION | ||||||
| 2 BALA PLAZA SUITE 401 | BALA CYNWYD | PA | 19004 | PC | UNRESTRICTED CHARITABLE DONATION | $500 |
| NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY | ||||||
| 101 SOUTH INDEPENDENCE MALL EAST | PHILADELPHIA | PA | 19106 | PC | UNRESTRICTED CHARITABLE DONATION | $405,600 |
| JEWISH LEARNING VENTURE | ||||||
| 7607 OLD YORK RD | MELROSE PARK | PA | 19027 | PC | UNRESTRICTED CHARITABLE DONATION | $500 |
| PHILADELPHIA MUSEUM OF ART | ||||||
| PO BOX 7646 | PHILADELPHIA | PA | 191017646 | PC | UNRESTRICTED CHARITABLE DONATION | $700 |
| JDRF INTERNATIONAL | ||||||
| 26 BROADWAY 15TH FL | NEW YORK | NY | 10004 | PC | UNRESTRICTED CHARITABLE DONATION | $250 |
| SETTING SCOLIOSIS STRAIGHT FNDTN | ||||||
| 2535 CAMINO DEL RIO SOUTH STE 325 | SAN DIEGO | CA | 92108 | PC | UNRESTRICTED CHARITABLE DONATION | $250 |
| FREIRE CHARTER SCHOOL FOUNDATION | ||||||
| 2027 CHESTNUT STREET | PHILADELPHIA | PA | 19103 | PC | UNRESTRICTED CHARITABLE DONATION | $500 |
| THE WISTAR INSTITUTE OF ANATOMY & BIOLOGY | ||||||
| 3601 SPRUCE STREET SUITE 242 | PHILADELPHIA | PA | 191044265 | PC | UNRESTRICTED CHARITABLE DONATION | $6,000 |
| WILLIAM PENN CHARTER SCHOOL OVERSEERS OF THE PUBLIC SCHOOL | ||||||
| 3000 WEST SCHOOL HOUSE LANE | PHILADELPHIA | PA | 191445412 | PC | UNRESTRICTED CHARITABLE DONATION | $1,689 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $537,764 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $85,222 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$49,231 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $35,991 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $35,991 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EQUITIES - CLOSED END FUNDS | AT COST | $1,126,247 | $1,402,361 |
| FIXED INCOME - CLOSED END FUNDS | AT COST | $1,722,463 | $1,650,321 |
| MUTUAL FUNDS | AT COST | $694,519 | $676,689 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK FEES | $21,510 | $21,510 | $0 | $0 |
| MISCELLANEOUS EXPENSES | $10,644 | $0 | $0 | $0 |
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