-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
THE SARAMAR CHARITABLE FUND
Number and street (or P.O. box number if mail is not delivered to street address)
130 SOUTH 18TH STREET NO 3301
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PHILADELPHIA
,
PA
19103
A Employer identification number
25-6839698
B
Telephone number (see instructions)
(856) 661-4515
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
8,876,578
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
.............
3
Interest on savings and temporary cash investments
151,386
151,386
4
Dividends and interest from securities
...
87,225
87,225
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
21,422
b
Gross sales price for all assets on line 6a
988,386
7
Capital gain net income (from Part IV, line 2)
...
21,422
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
12
Total.
Add lines 1 through 11
........
260,033
260,033
0
13
Compensation of officers, directors, trustees, etc.
0
0
0
0
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
c
Other professional fees (attach schedule)
....
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
4,446
4,446
0
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
7,121
7,121
0
0
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
11,567
11,567
0
0
25
Contributions, gifts, grants paid
.......
446,062
446,062
26
Total expenses and disbursements.
Add lines 24 and 25
457,629
11,567
0
446,062
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-197,596
b
Net investment income
(if negative, enter -0-)
248,466
c
Adjusted net income
(if negative, enter -0-)
...
0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
9,107
40,935
40,935
2
Savings and temporary cash investments
.........
489,744
212,785
212,785
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
4,575,905
3,633,027
3,742,106
b
Investments—corporate stock (attach schedule)
.......
c
Investments—corporate bonds (attach schedule)
.......
1,085,304
1,085,304
1,125,638
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
1,631,043
2,616,588
3,755,114
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
7,791,103
7,588,639
8,876,578
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
0
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
0
0
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
7,791,103
7,588,639
29
Total net assets or fund balances
(see instructions)
.....
7,791,103
7,588,639
30
Total liabilities and net assets/fund balances
(see instructions)
.
7,791,103
7,588,639
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
7,791,103
2
Enter amount from Part I, line 27a
.....................
2
-197,596
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
7,593,507
5
Decreases not included in line 2 (itemize)
5
4,868
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
7,588,639
Form
990-PF
(2019)
Form 990-PF (2019)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a
325000 USA TREASURY NOTES 1.625%
P
2015-08-31
2019-08-31
b
55000 FEDRAL FARM CREDIT BANK
P
2018-09-06
2019-09-19
c
200000 FEDERAL FARM CREDIT BANK BONDS
P
2017-02-01
2019-12-18
d
25000 UNIVERSITY OF ARKANSAS AR
P
2017-03-02
2019-11-01
e
50000 UNIVERSITY OF CALIFORNIA
P
2017-02-24
2019-05-15
918 SECTOR SPDR TR SHS BEN INT-ENERGY/TRANSN
P
2008-12-12
2019-10-21
100000. MICHIGAN ST FIN AUTH REVENUE VARIABLE-S REV CALL 02/03/17
P
2017-02-03
2019-10-21
25000. NEW HAMPSHIRE ST HLTH & ED UNIV SYS N REV CALL 01/31/17
P
2017-02-13
2019-07-01
80000. NEW HAMPSHIRE ST HLTH & ED UNIV SYS N REV CALL 01/31/17
P
2017-02-13
2019-10-21
50000. OREGON ST DEPT OF ADMIN SVCS L SER B REV
P
2017-03-23
2019-04-01
25000. VIRGINIA ST CLG BLDG AUTH EDUC REF-PUBLIC REV
P
2013-10-24
2019-09-01
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
325,000
328,310
-3,310
b
55,000
51,716
3,284
c
200,140
200,296
-156
d
25,000
24,871
129
e
50,000
49,598
402
53,246
32,173
21,073
100,000
100,000
0
25,000
25,000
0
80,000
80,000
0
50,000
50,000
0
25,000
25,000
0
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
-3,310
b
3,284
c
-156
d
129
e
402
21,073
0
0
0
0
0
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
21,422
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
Yes
No
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1
Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2018
445,442
8,851,739
0.050323
2017
455,124
8,767,820
0.051908
2016
199,175
4,248,273
0.046884
2015
202,707
4,047,334
0.050084
2014
198,139
4,063,171
0.048765
2
Total
of line 1, column (d)
.....................
2
0.247964
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years
......
3
0.049593
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
8,618,818
5
Multiply line 4 by line 3
......................
5
427,433
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
2,485
7
Add lines 5 and 6
........................
7
429,918
8
Enter qualifying distributions from Part XII, line 4
,.............
8
446,062
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
2,485
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
0
3
Add lines 1 and 2
...........................
3
2,485
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
0
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
2,485
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
4,311
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
2,000
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
6,311
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
3,826
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
3,826
Refunded
11
0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
PA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
N/A
14
The books are in care of
JEFFREY HONICKMAN FOUNDATION MGR
Telephone no.
(856) 661-4505
Located at
130 SOUTH 18TH STREET NO 3301
PHILADELPHIA
PA
ZIP+4
19103
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2019?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2019.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
JEFFREY A HONICKMAN
TRUSTEE
0.00
0
0
0
130 SOUTH 18TH STREET NO 3301
PHILADELPHIA
,
PA
19103
MARJORIE HONICKMAN
TRUSTEE
0.00
0
0
0
130 SOUTH 18TH STREET NO 3301
PHILADELPHIA
,
PA
19103
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
NONE
Total
number of others receiving over $50,000 for professional services
.............
0
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
8,179,323
b
Average of monthly cash balances
.......................
1b
570,746
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
8,750,069
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
8,750,069
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
131,251
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
8,618,818
6
Minimum investment return.
Enter 5% of line 5
..................
6
430,941
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
430,941
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
2,485
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
2,485
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
428,456
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
428,456
6
Deduction from distributable amount (see instructions)
.................
6
0
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
428,456
Part XII
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
446,062
b
Program-related investments—total from Part IX-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
446,062
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b. See instructions
.................
5
2,485
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
443,577
Note:
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
428,456
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
12,264
e
From 2018
......
6,307
f
Total
of lines 3a through e
........
18,571
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
446,062
a
Applied to 2018, but not more than line 2a
0
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
0
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2019 distributable amount
.....
428,456
e
Remaining amount distributed out of corpus
17,606
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
36,177
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
0
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
0
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
36,177
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
12,264
d
Excess from 2018
....
6,307
e
Excess from 2019
....
17,606
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
MARJORIE HONICKMAN
130 SOUTH 18TH STREET NO 3301
PHILADELPHIA
,
PA
19103
(856) 661-4515
b
The form in which applications should be submitted and information and materials they should include:
NO SPECIFIC FORM
c
Any submission deadlines:
NO SUBMISSION DEADLINES
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
DISTRIBUTIONS LIMITED TO ORGANIZATIONS THAT CARRY OUT PURPOSE OF FOUNDATION
Form
990-PF
(2019)
Form 990-PF (2019)
Page
11
Part XV
Supplementary Information
(continued)
3
Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
ABRAMSON CANCER CENTER OF UNIV OF PA
3400 SPRUCE STREET
PHILADELPHIA
,
PA
19104
NONE
PUBLIC CHARITY
UNRESTRICTED
500
ABRAMSON CENTER FOR JEWISH LIFE
1425 HORSHAM ROAD
NORTH WALES
,
PA
19454
NONE
PUBLIC CHARITY
UNRESTRICTED
3,280
ACADEMY IN MANAYUNK (AIM ACADEMY)
1200 RIVER ROAD
CONSHOHOCKEN
,
PA
19428
NONE
PUBLIC CHARITY
UNRESTRICTED
5,000
AMERICA SHARE
15 W 26TH STREET 11TH FLOOR
NEW YORK
,
NY
10010
NONE
PUBLIC CHARITY
UNRESTRICTED
2,500
AMERICAN ASSOCIATES BEN-GURION UNIVERSITY OF THE NEGEV
1001 AVE OF THE AMERICAS
NEW YORK
,
NY
10018
NONE
PUBLIC CHARITY
UNRESTRICTED
1,000
ANTI DEFAMATION LEAGUE
605 3RD AVE
NEW YORK
,
NY
10158
NONE
PUBLIC CHARITY
UNRESTRICTED
1,800
BARRACK HEBREW ACADEMY
272 S BRYN MAWR AVE
BRYN MAWR
,
PA
19010
NONE
PUBLIC CHARITY
UNRESTRICTED
1,800
BBYO INC
2020 K ST NW SUITE 7400
WASHINGTON
,
DC
20006
NONE
PUBLIC CHARITY
UNRESTRICTED
5,000
BEYOND CELIAC
124 SOUTH MAPLE STREET
AMBLER
,
PA
19002
NONE
PUBLIC CHARITY
UNRESTRICTED
1,000
BIRTHRIGHT ISRAEL FOUNDATION
PO BOX 5892
HICKSVILLE
,
NY
11801
NONE
PUBLIC CHARITY
UNRESTRICTED
50,360
BOYS LATIN OF PHILADELPHIA CHARTER SCHOOL
5501 CEDAR AVE
PHILADELPHIA
,
PA
19143
NONE
PUBLIC CHARITY
UNRESTRICTED
1,000
BRANDEIS UNIVERSITY BRANDEIS
415 SOUTH ST MSC 110
WALTHAM
,
MA
02453
NONE
PUBLIC CHARITY
UNRESTRICTED
5,000
BROOKLYN PUBLIC LIBRARY
10 GRAND ARMY PLAZA
BROOKLYN
,
NY
11238
NONE
PUBLIC CHARITY
UNRESTRICTED
2,500
CANCER SUPPORT COMMUNITY OF PHILADELPHIA
4100 CHAMOUNIX DRIVE
PHILADELPHIA
,
PA
19131
NONE
PUBLIC CHARITY
UNRESTRICTED
2,500
CEASEFIRE PA
PO BOX 60095
PHILADELPHIA
,
PA
19102
NONE
PUBLIC CHARITY
UNRESTRICTED
2,600
CENTER CITY DISTRICT
660 CHESTNUT STREET
PHILADELPHIA
,
PA
19106
NONE
PUBLIC CHARITY
UNRESTRICTED
1,250
CHABAD LUBAVITCH
382 S 2ND ST
POTTSVILLE
,
PA
17901
NONE
PUBLIC CHARITY
UNRESTRICTED
613
CHILDREN'S CRISIS TREATMENT CENTER
1080 N DELAWARE AVE 600
PHILADELPHIA
,
PA
19125
NONE
PUBLIC CHARITY
UNRESTRICTED
1,000
CHILDREN'S HOSPITAL FOUNDATION
3401 CIVIC CENTER BLVD
PHILADELPHIA
,
PA
19104
NONE
PUBLIC CHARITY
UNRESTRICTED
14,900
CLAL
440 PARK AVE SOUTH FOURTH FLOOR
NEW YORK
,
NY
10016
NONE
PUBLIC CHARITY
UNRESTRICTED
360
DREXEL UNIVERSITY HILLEL
118 N 34TH STREET
PHILADELPHIA
,
PA
19104
NONE
PUBLIC CHARITY
UNRESTRICTED
1,800
EAGLES AUTISM CHALLENGE
ONE NOVACARE WAY
PHILADELPHIA
,
PA
19145
NONE
PUBLIC CHARITY
UNRESTRICTED
1,000
EMILY'S ENTOURAGE
PO BOX 71
MERION STATION
,
PA
19066
NONE
PUBLIC CHARITY
UNRESTRICTED
1,000
FEDERATION EARLY LEARNING SERVICES
10700 JAMISON AVENUE
PHILADELPHIA
,
PA
19116
NONE
PUBLIC CHARITY
UNRESTRICTED
750
FOUNDATION FOR JEWISH CAMP
253 W 35TH ST
NEW YORK CITY
,
NY
10001
NONE
PUBLIC CHARITY
UNRESTRICTED
360
FRANKLIN AND MARSHALL HILLEL
645 COLLEGE AVE
LANCASTER
,
PA
17603
NONE
PUBLIC CHARITY
UNRESTRICTED
1,800
FRANKLIN INSTITUTE
222 N 20TH STREET
PHILADELPHIA
,
PA
19103
NONE
PUBLIC CHARITY
UNRESTRICTED
1,500
FRAXA RESEARCH FOUNDATION
10 PRINCE PLACE STE 203
NEWBURYPORT
,
MA
01950
NONE
PUBLIC CHARITY
UNRESTRICTED
500
FRIENDS OF OFANIM INC
1255 DRUMMERS LANE SUITE 200
WAYNE
,
PA
19087
NONE
PUBLIC CHARITY
UNRESTRICTED
6,000
FRIENDS OF RITTENHOUSE SQUARE
PO BOX 1308
PHILADELPHIA
,
PA
19103
NONE
PUBLIC CHARITY
UNRESTRICTED
4,000
FRIENDS OF THE ISRAEL DEFENSE FORCES
PO BOX 4224
NEW YORK CITY
,
NY
10163
NONE
PUBLIC CHARITY
UNRESTRICTED
2,050
GEORGE WASHINGTON UNIVERSITY
2100 M STREET 310
WASHINGTON
,
DC
20052
NONE
PUBLIC CHARITY
UNRESTRICTED
2,500
GIRLS INC OF GREATER PHILADELPHIA & SNJ
1501 CHERRY STREET
PHILADELPHIA
,
PA
19102
NONE
PUBLIC CHARITY
UNRESTRICTED
1,000
GIRLS ON THE RUN OF CENTRAL NEW YORK
PO BOX 1245
COOPERSTOWN
,
NY
13326
NONE
PUBLIC CHARITY
UNRESTRICTED
500
GREATER PHILADELPHIA FILM OFFICE
1515 ARCH STREET
PHILADELPHIA
,
PA
19102
NONE
PUBLIC CHARITY
UNRESTRICTED
1,000
HAR ZION TEMPLE
1500 HAGYS FORD ROAD
PENN VALLEY
,
PA
19072
NONE
PUBLIC CHARITY
UNRESTRICTED
27,344
HELP US ADOPT
PO BOX 787
NEW YORK
,
NY
10150
NONE
PUBLIC CHARITY
UNRESTRICTED
500
HIGH POINT VOLUNTEER FIRE COMPANY
10 WEST 80TH STREET
HARVEY CEDARS
,
NJ
08008
NONE
PUBLIC CHARITY
UNRESTRICTED
250
HILLEL AT TEMPLE UNIVERSITY
1441 W NORRIS ST
PHILADELPHIA
,
PA
19121
NONE
PUBLIC CHARITY
UNRESTRICTED
1,000
IFF PHILADELPHIA
PO BOX 171
GLADWYNE
,
PA
19035
NONE
PUBLIC CHARITY
UNRESTRICTED
1,000
IMPACT100 PHILADELPHIA
PO BOX 275
WYNNEWOOD
,
PA
19096
NONE
PUBLIC CHARITY
UNRESTRICTED
1,150
JCHAI
21 BALA AVE
BALA CYNWYD
,
PA
19004
NONE
PUBLIC CHARITY
UNRESTRICTED
5,000
JERUSALEM BAPTIST CHURCH
135 JERUSALEM LOOP
SAINT GEORGE
,
SC
29477
NONE
PUBLIC CHARITY
UNRESTRICTED
1,000
JEVS HUMAN SERVICES
1845 WALNUT STREET
PHILADELPHIA
,
PA
19103
NONE
PUBLIC CHARITY
UNRESTRICTED
1,200
JEWISH COMMUNITY CENTER OF LONG BEACH ISLAND
2411 LONG BEACH BLVD
LONG BEACH
,
NJ
08008
NONE
PUBLIC CHARITY
UNRESTRICTED
500
JEWISH FAMILY AND CHILDREN'S SERVICE
2100 ARCH STREET 5TH FLOOR
PHILADELPHIA
,
PA
19103
NONE
PUBLIC CHARITY
UNRESTRICTED
2,050
JEWISH FEDERATION OF GREATER PHILADELPHIA
2101 STRAHLE STREET
PHILADELPHIA
,
PA
19152
NONE
PUBLIC CHARITY
UNRESTRICTED
29,160
JEWISH HERITAGE PROGRAMS
4032 SPRUCE STREET
PHILADELPHIA
,
PA
19104
NONE
PUBLIC CHARITY
UNRESTRICTED
1,000
JEWISH NATIONAL FUND
78 RANDALL AVENUE
ROCKVILLE CENTRE
,
NY
11570
NONE
PUBLIC CHARITY
UNRESTRICTED
2,500
JEWISH RELIEF AGENCY
10980 DUTTON ROAD
PHILADELPHIA
,
PA
19154
NONE
PUBLIC CHARITY
UNRESTRICTED
1,000
JUVENILE DIABETES RESEARCH FOUNDATION
26 BROADWAY
NEW YORK
,
NY
10004
NONE
PUBLIC CHARITY
UNRESTRICTED
5,100
KELLMAN BROWN ACADEMY
1007 LAUREL OAK RD
VOORHEES TOWNSHIP
,
NJ
08043
NONE
PUBLIC CHARITY
UNRESTRICTED
1,500
KIMMEL CANCER CENTER AT JEFFERSON
233 SOUTH 10TH ST STE 1050
PHILADELPHIA
,
PA
19107
NONE
PUBLIC CHARITY
UNRESTRICTED
10,000
KLEIN JCC
10100 JAMISON AVE
PHILADELPHIA
,
PA
19116
NONE
PUBLIC CHARITY
UNRESTRICTED
10,500
LBI FOUNDATION OF THE ARTS & SCIENCES
120 LONG BEACH BLVD
LOVELADIES
,
NJ
08008
NONE
PUBLIC CHARITY
UNRESTRICTED
500
LIGHTHOUSE INTERNATIONAL FILM FESTIVAL
15 W 65TH STREET
NEW YORK
,
NY
10023
NONE
PUBLIC CHARITY
UNRESTRICTED
1,000
LINDA CREED EPSTEIN FOUNDATION
PO BOX 40607
PHILADELPHIA
,
PA
19107
NONE
PUBLIC CHARITY
UNRESTRICTED
1,000
LIVING BEYOND BREAST CANCER
354 WEST LANCASTER AVENUE
HAVERFORD
,
PA
19041
NONE
PUBLIC CHARITY
UNRESTRICTED
650
LUEKEMIA & LYMPHOMA SOCIETY
100 N 20TH STREET SUITE 405
PHILADELPHIA
,
PA
19103
NONE
PUBLIC CHARITY
UNRESTRICTED
1,000
MANNA METROPOLITAN AREA NEIGHBORHOOD NUTRITION ALLIANCE
2323 RANSTEAD STREET
PHILADELPHIA
,
PA
19103
NONE
PUBLIC CHARITY
UNRESTRICTED
6,130
MATERNITY CARE COALITION
2000 HAMILTON STREET
PHILADELPHIA
,
PA
19130
NONE
PUBLIC CHARITY
UNRESTRICTED
250
MILES FOR MIGRAINE
4114 HAIN DRIVE
LAFAYETTE HILL
,
PA
19444
NONE
PUBLIC CHARITY
UNRESTRICTED
500
MINDING YOUR MIND
42 WEST LANCASTER AVE SECOND FLOOR
ARDMORE
,
PA
19003
NONE
PUBLIC CHARITY
UNRESTRICTED
1,800
MISSION KIDS
502 W GERMANTOWN PIKE
EAST NORRITON
,
PA
19403
NONE
PUBLIC CHARITY
UNRESTRICTED
2,500
MOORE COLLEGE OF ART AND DESIGN
2OTH THE PARKWAY
PHILADELPHIA
,
PA
19103
NONE
PUBLIC CHARITY
UNRESTRICTED
3,750
MOVING TRADITIONS
261 OLD YORK ROAD SUITE 734
JENKINTOWN
,
PA
19046
NONE
PUBLIC CHARITY
UNRESTRICTED
500
MUSEUM OF JEWISH HERITAGE
36 BATTERY PLACE
NEW YORK
,
NY
10280
NONE
PUBLIC CHARITY
UNRESTRICTED
10,000
NATIONAL CONSTITUTION CENTER
525 ARCH STREET INDEPENDENCE MALL
PHILADELPHIA
,
PA
19106
NONE
PUBLIC CHARITY
UNRESTRICTED
1,000
OROT
7601 OLD YORK ROAD
MELROSE PARKEITHVILLE
,
PA
19027
NONE
PUBLIC CHARITY
UNRESTRICTED
1,800
OSHER LIFELONG LEARNING INSTITUTE (TEMPLE UNIVERSITY)
1515 MARKET STREET
PHILADELPHIA
,
PA
19102
NONE
PUBLIC CHARITY
UNRESTRICTED
1,000
OUR CLOSET
300 CONSHOHOCKEN STATE RD STE
WEST CONSHOHOCKEN
,
PA
19428
NONE
PUBLIC CHARITY
UNRESTRICTED
1,000
PENNSYLVANIA ACADEMY OF THE FINE ARTS
118-128 N BROAD STREET
PHILADELPHIA
,
PA
19102
NONE
PUBLIC CHARITY
UNRESTRICTED
1,000
PHILADELPHIA CITY ROWING
450 PLYMOUTH RD STE 305
PLYMOUTH MTNG
,
PA
19462
NONE
PUBLIC CHARITY
UNRESTRICTED
5,000
PHILADELPHIA CONTEMPORARY
1112 N BODINE ST
PHILADELPHIA
,
PA
19123
NONE
PUBLIC CHARITY
UNRESTRICTED
1,000
PHILADELPHIA FILM SOCIETY
1600 N 5TH ST
PHILADELPHIA
,
PA
19122
NONE
PUBLIC CHARITY
UNRESTRICTED
5,000
PHILADELPHIA MUSEUM OF ART
2600 BENJAMIN FRANKLIN PARKWAY
PHILADELPHIA
,
PA
19130
NONE
PUBLIC CHARITY
UNRESTRICTED
18,000
PHILADELPHIA PHOTO ARTS CENTERS
1400 N AMERICAN STREET
PHILADELPHIA
,
PA
19122
NONE
PUBLIC CHARITY
UNRESTRICTED
500
PHILADELPHIA THEATRE COMPANY
230 S BROAD STREET
PHILADELPHIA
,
PA
19102
NONE
PUBLIC CHARITY
UNRESTRICTED
10,000
PHILADELPHIA VIP
1500 WALNUT STREET SUITE 400
PHILADELPHIA
,
PA
19102
NONE
PUBLIC CHARITY
UNRESTRICTED
1,500
PHILADELPHIA YOUTH BASKETBALL
1735 MARKET STREET CONCOURSE LEVEL
PHILADELPHIA
,
PA
19103
NONE
PUBLIC CHARITY
UNRESTRICTED
1,000
PHILADELPHIA ZOO
3400 WEST GIRARD AVE
PHILADELPHIA
,
PA
19104
NONE
PUBLIC CHARITY
UNRESTRICTED
1,000
PHILLY FIGHTS CANCER
1300 CHESTNUT ST APT 504
PHILADELPHIA
,
PA
19107
NONE
PUBLIC CHARITY
UNRESTRICTED
4,800
PLANNED PARENTHOOD
1144 LOCUST STREET
PHILADELPHIA
,
PA
19107
NONE
PUBLIC CHARITY
UNRESTRICTED
6,200
PMA CRAFT SHOW
PO BOX 7646
PHILADELPHIA
,
PA
19101
NONE
PUBLIC CHARITY
UNRESTRICTED
1,500
PROJECT HOME
1515 FAIRMONT AVENUE
PHILADELPHIA
,
PA
19104
NONE
PUBLIC CHARITY
UNRESTRICTED
500
RONALD MCDONALD HOUSE - NYC
405 E 73RD ST
NEW YORK
,
NY
10021
NONE
PUBLIC CHARITY
UNRESTRICTED
750
RONALD MCDONALD HOUSE - PHILADELPHIA
3925 CHESTNUT STREET
PHILADELPHIA
,
PA
19104
NONE
PUBLIC CHARITY
UNRESTRICTED
5,000
SAIL MARTHA'S VINEYARD
79 BEACH ROAD
VINEYARD HAVEN
,
MA
02568
NONE
PUBLIC CHARITY
UNRESTRICTED
500
SHARE FOOD PROGRAM
2901 W HUNTING PARK AVE
PHILADELPHIA
,
PA
19129
NONE
PUBLIC CHARITY
UNRESTRICTED
2,500
ST JUDE CHILDREN'S RESEARCH HOSPITAL
220 E 42ND ST
NEW YORK CITY
,
NY
10017
NONE
PUBLIC CHARITY
UNRESTRICTED
500
THE BARNES FOUNDATION
2025 BENJAMIN FRANKLIN PARKWAY
PHILADELPHIA
,
PA
19130
NONE
PUBLIC CHARITY
UNRESTRICTED
4,000
THE CHEVRA
2002 LUDLOW STREET
PHILADELPHIA
,
PA
19103
NONE
PUBLIC CHARITY
UNRESTRICTED
5,000
THE FRIENDSHIP CIRCLE
754 SOUTH 9TH ST
PHILADELPHIA
,
PA
19147
NONE
PUBLIC CHARITY
UNRESTRICTED
5,000
THE PARKINSON'S COUNCIL
111 PRESIDENTIAL BLVD
BALA CYNWYD
,
PA
19004
NONE
PUBLIC CHARITY
UNRESTRICTED
1,000
THE ROCK SCHOOL FOR DANCE EDUCATION
1101 SOUTH BROAD STREET
PHILADELPHIA
,
PA
19147
NONE
PUBLIC CHARITY
UNRESTRICTED
800
TUFTS COLLEGE
419 BOSTON AVENUE
MEDFORD
,
MA
02155
NONE
PUBLIC CHARITY
UNRESTRICTED
10,000
UPMASA
123 HAMPSHIRE DRIVE
DEPTFORD
,
NJ
08096
NONE
PUBLIC CHARITY
UNRESTRICTED
2,000
WILLIAMSON COLLEGE OF THE TRADES
106 S NEW MIDDLETOWN RD
MEDIA
,
PA
19063
NONE
PUBLIC CHARITY
UNRESTRICTED
1,000
WISTAR INSTITUTE AT UNIVERSITY OF PENNSYLVANIA
3601 SPRUCE STREET
PHILADELPHIA
,
PA
19104
NONE
PUBLIC CHARITY
UNRESTRICTED
5,000
WOMEN OF TOMORROW
6TH FLOOR 22 E FLAGLER ST
MIAMI
,
FL
33131
NONE
PUBLIC CHARITY
UNRESTRICTED
1,500
YESHIVA UNIVERSITY - FERKAUF GRADUATE SCHOOL
500 WEST 185TH ST
NEW YORK
,
NY
10033
NONE
PUBLIC CHARITY
UNRESTRICTED
5,000
YOUNG SCHOLARS CHARTER SCHOOL
900 N MARSHALL STREET
PHILADELPHIA
,
PA
19123
NONE
PUBLIC CHARITY
UNRESTRICTED
3,300
12TH STREET CATERING
3312-20 SPRING GARDEN STREET
PHILADELPHIA
,
PA
19104
NONE
PUBLIC CHARITY
UNRESTRICTED
1,832
ABRAMSON SENIOR CARE
1425 HORSHAM RD 5
NORTH WALES
,
PA
19454
NONE
PUBLIC CHARITY
UNRESTRICTED
2,500
AISH CHAIM
345 MONTGOMERY AVE
BALA CYNWYD
,
PA
19004
NONE
PUBLIC CHARITY
UNRESTRICTED
500
AMAZON (RONALD MCDONALD HOUSE)
3925 CHESTNUT ST 3110
PHILADELPHIA
,
PA
19104
NONE
PUBLIC CHARITY
UNRESTRICTED
201
AMERICAN BRAIN FOUNDATION
201 CHICAGO AVE
MINNEAPOLIS
,
MN
55415
NONE
PUBLIC CHARITY
UNRESTRICTED
1,500
AMERICAN FOUNDATION FOR SUICIDE PREVENTION
199 WATER STREET STE 11
NEW YORK
,
NY
10038
NONE
PUBLIC CHARITY
UNRESTRICTED
1,000
AMERICAN RED CROSS HURRICANE DORIAN RELIEF
431 18TH STREET NW
WASHINGTON
,
DC
20006
NONE
PUBLIC CHARITY
UNRESTRICTED
5,000
ARKING FOUNDATION FOR FRONTOTEMPORAL DEMENTIA
2700 HORIZON DRIVE SUITE 120
KING OF PRUSSIA
,
PA
19406
NONE
PUBLIC CHARITY
UNRESTRICTED
500
AUTISM SPEAKS INC
1 E 33RD STREET STE 4
NEW YORK
,
NY
10016
NONE
PUBLIC CHARITY
UNRESTRICTED
50
BETH SHOLOM CONGREGATION
8231 OLD YORK RD
ELKINS PARK
,
PA
19027
NONE
PUBLIC CHARITY
UNRESTRICTED
118
BROADWAY CARES
165 W 46TH STREET STE 1300
NEW YORK
,
NY
10036
NONE
PUBLIC CHARITY
UNRESTRICTED
500
CARDIAC AMYLOIDOSIS RESEARCH - COLUMBIA UNIVERSITY
1130 ST NICHOLAS AVENUE 2ND FLOOR
ROOM 201
NEW YORK
,
NY
10032
NONE
PUBLIC CHARITY
UNRESTRICTED
250
EINSTEIN HEALTHCARE NETWORK
5501 OLD YORK ROAD
PHILADELPHIA
,
PA
19141
NONE
PUBLIC CHARITY
UNRESTRICTED
3,500
GERMANTOWN ACADEMY
340 MORRIS RD
FORT WASHINGTON
,
PA
19034
NONE
PUBLIC CHARITY
UNRESTRICTED
280
GERSHMAN PHILADELPHIA JEWISH FILM FESTIVAL
1613 WALNUT ST 2ND FLOOR
PHILADELPHIA
,
PA
19103
NONE
PUBLIC CHARITY
UNRESTRICTED
1,000
GESU SCHOOL
1700 W THOMPSON ST
PHILADELPHIA
,
PA
19121
NONE
PUBLIC CHARITY
UNRESTRICTED
2,000
GOFUNDME
855 JEFFERSON AVE
REDWOOD CITY
,
CA
94061
NONE
PUBLIC CHARITY
UNRESTRICTED
100
HELP ERIN SCDHRODE
133 LUCKIE ST NW 2ND FL
ATLANTA
,
GA
30303
NONE
PUBLIC CHARITY
UNRESTRICTED
1,000
HUNGER FOUNDATION OF SOUTHERN OCEAN
297 NJ-72 35
MANAHAWKIN
,
NJ
08050
NONE
PUBLIC CHARITY
UNRESTRICTED
1,500
HUNTSMAN CANCER FOUNDATION
500 HUNTSMAN WAY
SALT LAKE CITY
,
UT
84108
NONE
PUBLIC CHARITY
UNRESTRICTED
500
IDEAS BEYOND BORDERS
244 FIFTH AVENUE SUITE 2594
NEW YORK
,
NY
10001
NONE
PUBLIC CHARITY
UNRESTRICTED
1,000
JANE & LEONARD KORMAN RESPIRATORY INSTITUTE
834 WALNUT ST
PHILADELPHIA
,
PA
19107
NONE
PUBLIC CHARITY
UNRESTRICTED
1,000
JEWISH FAMILY SERVICE OF FAIRIELD COUNTY
196 GREYROCK PL
STAMFORD
,
CT
06901
NONE
PUBLIC CHARITY
UNRESTRICTED
100
JEWISH LEARNING VENTURE
261 OLD YORK RD 720
JENKINTOWN
,
PA
19046
NONE
PUBLIC CHARITY
UNRESTRICTED
1,000
LAUDENBACH PERIODONTICS & DENTAL IMPLANTS
1520 LOCUST ST 600
PHILADELPHIA
,
PA
19102
NONE
PUBLIC CHARITY
UNRESTRICTED
250
LAUREL HOUSE
180 W GERMANTOWN PIKE 2
EAST NORRITON
,
PA
19401
NONE
PUBLIC CHARITY
UNRESTRICTED
250
MAGEE REHABILITATION
1513 RACE STREET
PHILADELPHIA
,
PA
19102
NONE
PUBLIC CHARITY
UNRESTRICTED
1,000
MIAMI MUSIC PROJECT
2000 S DIXIE HWY 100B
MIAMI
,
FL
33133
NONE
PUBLIC CHARITY
UNRESTRICTED
250
MOORESTOWN FRIENDS SCHOOL
110 E MAIN ST
MOORESTOWN
,
NJ
08057
NONE
PUBLIC CHARITY
UNRESTRICTED
1,000
MOSS REHAB
380 OXFORD VALLEY RD
LANGHORNE
,
PA
19407
NONE
PUBLIC CHARITY
UNRESTRICTED
2,000
MSK MSK
1275 YORK AVE
NEW YORK
,
NY
10065
NONE
PUBLIC CHARITY
UNRESTRICTED
100
MULTIPLE MYELOMA RESEARCH
383 MAIN AVE 5TH FL
NORWALK
,
CT
06581
NONE
PUBLIC CHARITY
UNRESTRICTED
1,000
MY JEWISH LEARNING
24 W 30TH ST
NEW YORK
,
NY
10001
NONE
PUBLIC CHARITY
UNRESTRICTED
200
NORTH PACIFIC FOUNDATION
DEPT LA 24875
PASADENA
,
CA
911854875
NONE
PUBLIC CHARITY
UNRESTRICTED
100
PENN STATE UNIVERSITY- THON
HETZEL UNION BUILDING
STATE COLLEGE
,
PA
16801
NONE
PUBLIC CHARITY
UNRESTRICTED
500
PHILADELPHIA JEWISH ARCHIVES COLLECTION
TEMPLE UNIVERSITY LIBRARIES 1900 N
13TH STREET
PHILADELPHIA
,
PA
19122
NONE
PUBLIC CHARITY
UNRESTRICTED
250
PHILADELPHIA MUSIC ALLIANCE
1601 MARKET STREET - SUITE 2525
PHILADELPHIA
,
PA
19103
NONE
PUBLIC CHARITY
UNRESTRICTED
600
RODETH SHALOM SYNAGOUGE
615 N BROAD ST
PHILADELPHIA
,
PA
19123
NONE
PUBLIC CHARITY
UNRESTRICTED
3,000
RODETH SHALOM SYNAGOUGE RABBIS PHILANTROPY
615 N BROAD ST
PHILADELPHIA
,
PA
19123
NONE
PUBLIC CHARITY
UNRESTRICTED
1,000
ROHR CHABAD HOUSE
780 COLLEGE AVE
HAVERFORD
,
PA
19041
NONE
PUBLIC CHARITY
UNRESTRICTED
2,500
ROHR CHABAD STUDENT CENTER
1024 HARRISBURG PIKE
LANCASTER
,
PA
17603
NONE
PUBLIC CHARITY
UNRESTRICTED
1,000
RONALD MCDONALD HOUSE- NEW YORK
405 E 73RD ST
NEW YORK
,
NY
10021
NONE
PUBLIC CHARITY
UNRESTRICTED
2,199
SBSK DONATION SBSK (SPECIAL BOOKS FOR SPECIAL KIDS)
127 1ST AVE SOUTH
JACKSONVILLE BEACH
,
FL
322500000
NONE
PUBLIC CHARITY
UNRESTRICTED
25
SIMON WIESENTHAL CENTER
1399 S ROXBURY DR
LOS ANGELES
,
CA
90035
NONE
PUBLIC CHARITY
UNRESTRICTED
1,000
SOMC FOUNDATION
1805 27TH STREET
PORTSMOUTH
,
OH
45662
NONE
PUBLIC CHARITY
UNRESTRICTED
1,000
STEPPING STONE FOUNDATION
1 APPLETON ST
BOSTON
,
MA
02116
NONE
PUBLIC CHARITY
UNRESTRICTED
2,500
TANGLEWOOD MUSIC FESTIVAL
297 WEST ST
LENOX
,
MA
01240
NONE
PUBLIC CHARITY
UNRESTRICTED
100
TEMPLE ADATH YESHURAN
450 KIMBER ROAD
SYRACUSE
,
NY
13224
NONE
PUBLIC CHARITY
UNRESTRICTED
100
THE FREE LIBRARY OF PHILADELPHIA
7810 FRANKFORD AVE
PHILADELPHIA
,
PA
19136
NONE
PUBLIC CHARITY
UNRESTRICTED
1,000
THE LONDON IDEA
134 S ABERDEEN STREET STE 2S
CHICAGO
,
IL
606071510
NONE
PUBLIC CHARITY
UNRESTRICTED
50
THE METROPOLITAN OPERA
30 LINCOLN CENTER PLAZA
NEW YORK
,
NY
10023
NONE
PUBLIC CHARITY
UNRESTRICTED
2,500
THE PATHWAY CORPORATION
ONE MAIN STREET SUITE ONE
NYACK
,
NY
10960
NONE
PUBLIC CHARITY
UNRESTRICTED
5,000
THE SALVATION ARMY
440 WEST NYACK ROAD
NYACK
,
NY
10960
NONE
PUBLIC CHARITY
UNRESTRICTED
1,000
THE STATION FOUNDATION
1627 WEST MAIN STREET SUITE 258
BOZEMAN
,
MT
59715
NONE
PUBLIC CHARITY
UNRESTRICTED
1,000
TOURETTE ASSOCIATION OF AMERICA
42-40 BELL BLVD 205
BAYSIDE
,
NY
11361
NONE
PUBLIC CHARITY
UNRESTRICTED
1,300
TWIST OUT CANCER
702 N 3RD ST
PHILADELPHIA
,
PA
19123
NONE
PUBLIC CHARITY
UNRESTRICTED
1,000
US HOLOCAUST MEMORIAL MUSEUM
100 RAOUL WALLENBERG PL SW
WASHINGTON
,
DC
20024
NONE
PUBLIC CHARITY
UNRESTRICTED
1,000
VETRI COMMUNITY PARTNERSHIP
211 N 13TH ST 303
PHILADELPHIA
,
PA
19107
NONE
PUBLIC CHARITY
UNRESTRICTED
1,000
WIKIPEDIA G
1 MONTGOMERY STREET SUITE 1600
SAN FRANCISCO
,
CA
94104
NONE
PUBLIC CHARITY
UNRESTRICTED
150
WISSINOMING UNITED METHOIST CHURCH
4419 COMLY ST
PHILADELPHIA
,
PA
19135
NONE
PUBLIC CHARITY
UNRESTRICTED
500
WORLD CENTRAL KITCHEN
1625 EYE STREET NW
WASHINGTON
,
DC
20006
NONE
PUBLIC CHARITY
UNRESTRICTED
5,000
ZUCKERMAN FAMILY AUTOIMMUNTE FUND
100 EAST LANCASTER AVENUE
WYNNEWOOD
,
PA
19096
NONE
PUBLIC CHARITY
UNRESTRICTED
1,000
Total
.................................
3a
446,062
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
151,386
4
Dividends and interest from securities
....
14
87,225
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than
inventory
............
18
21,422
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
0
260,033
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
260,033
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form
990-PF
(2019)
Form 990-PF (2019)
Page
13
Part XVII
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description