Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 01-01-2019 , and ending 12-31-2019
Name of foundation
ERLBAUM FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)44 W LANCASTER AVENUE SUITE 110
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ARDMORE, PA190031339
A Employer identification number

23-2962563
B Telephone number (see instructions)

(610) 896-7700
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$2,162,043J Accounting method:
 
(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)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 702,794
2 Check bullet.............
3 Interest on savings and temporary cash investments 655 655  
4 Dividends and interest from securities... 161,478 161,313  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 684,228
b Gross sales price for all assets on line 6a 1,016,365
7 Capital gain net income (from Part IV, line 2)... 632,587
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)....... Click to see attachment -34,079 0  
12 Total. Add lines 1 through 11........ 1,515,076 794,555  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 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)... Click to see attachment 14,792 1,102   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 475 460   15
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 15,267 1,562   15
25 Contributions, gifts, grants paid....... 776,439 776,439
26 Total expenses and disbursements. Add lines 24 and 25 791,706 1,562   776,454
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 723,370
b Net investment income (if negative, enter -0-) 792,993
c Adjusted net income (if negative, enter -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
Assets 1 Cash—non-interest-bearing............. 25,096 43,401 43,401
2 Savings and temporary cash investments......... 70,352 336,526 336,526
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,130,134 Click to see attachment1,882,984 1,762,116
c Investments—corporate bonds (attach schedule)....... 20,000 Click to see attachment20,000 20,000
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 99,971 0 0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,345,553 2,282,911 2,162,043
Liabilities 17 Accounts payable and accrued expenses.......... 24,270 35,900
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 bullet) Click to see attachment1,083 Click to see attachment1,410
23 Total liabilities (add lines 17 through 22)......... 25,353 37,310
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
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 bullet
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 2,320,200 2,245,601
29 Total net assets or fund balances (see instructions)..... 2,320,200 2,245,601
30 Total liabilities and net assets/fund balances (see instructions). 2,345,553 2,282,911
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
2,320,200
2
Enter amount from Part I, line 27a .....................
2
723,370
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,043,570
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
797,969
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,245,601
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 K-1 ENERGY TRANSFER LP      
b K-1 ENTERPRISE PRODUCTS PARTNERS      
c K-1 MAGELLAN MIDSTREAM PARTNERS      
d K-1 PLAINS ALL AMERICAN PIPELINE      
e COMPUTERSHARE      
K-1 ORDINARY GAIN      
TPREF FUNDING III LTD      
PUBLICLY TRADED SECURITIES      
(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     33 -33
b     142 -142
c     44 -44
d     172 -172
e 10,000   10,000 0
    51,641 -51,641
    250,522 -250,522
1,006,365   71,224 935,141
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       -33
b       -142
c       -44
d       -172
e       0
      -51,641
      -250,522
      935,141
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 632,587
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 ................... 		Bracket 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?
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 731,632 1,802,067 0.405996
2017 756,394 1,177,370 0.642444
2016 773,007 1,400,458 0.551967
2015 876,138 1,687,740 0.519119
2014 674,749 1,559,174 0.432761
2
Total of line 1, column (d) .....................
2
2.552287
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
0.510457
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
1,793,589
5
Multiply line 4 by line 3......................
5
915,550
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
7,930
7
Add lines 5 and 6........................
7
923,480
8
Enter qualifying distributions from Part XII, line 4,.............
8
776,454
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 Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
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 15,860
hereBulletand 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 15,860
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 15,860
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 10,800
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 3,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 13,800
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 178
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 2,238
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet   RefundedBullet 11  
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. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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)
    bulletPA
    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 addressbulletN/A
    14
    The books are in care ofbulletFOUNDATION Telephone no.bullet (610) 896-7700

    Located atbullet44 W LANCASTER AVENUE SUITE 110ARDMOREPA ZIP+4bullet190031339
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over YesNo
    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 bullet
    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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?...............
    (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.).......
    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
     
     
    ........bullet
    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?.............
    If "Yes," list the years bullet20, 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.
    bullet20, 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?......................
    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))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    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
     
     
    .........bullet
    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?..........
    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?.....................
    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?
    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? .................
    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
    GARY E ERLBAUM PRESIDENT
    1.00     		0 0 0
    44 W LANCASTER AVENUE SUITE 110
    ARDMORE,PA190031339
    DANIEL A ERLBAUM DIRECTOR
    1.00     		0 0 0
    44 W LANCASTER AVENUE SUITE 110
    ARDMORE,PA190031339
    JON L ERLBAUM DIRECTOR
    1.00     		0 0 0
    44 W LANCASTER AVENUE SUITE 110
    ARDMORE,PA190031339
    MARC N ERLBAUM DIRECTOR
    1.00     		0 0 0
    44 W LANCASTER AVENUE SUITE 110
    ARDMORE,PA190031339
    VICKI O ERLBAUM DIRECTOR
    1.00     		0 0 0
    44 W LANCASTER AVENUE SUITE 110
    ARDMORE,PA190031339
    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...................bullet 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.............bullet0
    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 NOT APPLICABLE 0
    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 NOT APPLICABLE 0
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    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
    1,631,028
    b
    Average of monthly cash balances.......................
    1b
    189,875
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,820,903
    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
    1,820,903
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    27,314
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,793,589
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    89,679
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    89,679
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    15,860
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    15,860
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    73,819
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    73,819
    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
    73,819
    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
    776,454
    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
    776,454
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    776,454
    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 73,819
    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...... 602,530
    b From 2015...... 798,993
    c From 2016...... 712,148
    d From 2017...... 712,101
    e From 2018...... 651,931
    fTotal of lines 3a through e........ 3,477,703
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 776,454
    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..... 73,819
    e Remaining amount distributed out of corpus 702,635
    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).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 4,180,338
    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) ...     		602,530
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......     		3,577,808
    10 Analysis of line 9:
    a Excess from 2015.... 798,993
    b Excess from 2016.... 712,148
    c Excess from 2017.... 712,101
    d Excess from 2018.... 651,931
    e Excess from 2019.... 702,635
    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....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    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.)
    1Information Regarding Foundation Managers:
    aList 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).)
    GARY E ERLBAUM
    DANIEL A ERLBAUM
    JON L ERLBAUM
    MARC N ERLBAUM
    bList 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.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    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)
    aPaid during the year
    A BETTER CHANCE IN LOWER MERION
    PO BOX 213
    ARDMORE,PA19003     		  PC GENERAL CHARITABLE PURPOSES 250
    ABRAMSON CENTER FOR JEWISH LIFE
    1425 HORSHAM ROAD
    NORTH WALES,PA194541320     		  PC GENERAL CHARITABLE PURPOSES 280
    ACMIS CO PESACH LERNER
    567 CEDAR HILL ROAD
    FAR ROCKAWAY,NY11691     		  PC GENERAL CHARITABLE PURPOSES 1,800
    AGUDAS TOV V'CHESED
    46 MAIN STREET 379
    MONSEY,NY10952     		  PC GENERAL CHARITABLE PURPOSES 360
    AGUDATH ISRAEL OF AMERICA
    42 BROADWAY 14TH FL
    NEW YORK,NY10004     		  PC GENERAL CHARITABLE PURPOSES 54
    AISH CHAIM
    345 MONTGOMERY AVENUE
    BALA CYNWYD,PA19004     		  PC GENERAL CHARITABLE PURPOSES 100
    AISH OF PHILADELPHIA
    50 E MONTGOMERY AVENUE
    BALA CYNWYD,PA19004     		  PC GENERAL CHARITABLE PURPOSES 1,800
    ALEH ISRAEL FOUNDATION
    PO BOX 4911
    NEW YORK,NY10185     		  PC GENERAL CHARITABLE PURPOSES 6,000
    ALS ASSOCIATION THE GREATER PHILA CHAPTER
    321 NORRISTOWN RD STE 260
    AMBLER,PA19002     		  PC GENERAL CHARITABLE PURPOSES 1,000
    ALZHEIMER'S DISEASE RESEARCH
    22512 GATEWAY CENTER DRIVE PO BOX
    1950
    CLARKSBURG,MD20871     		  PC GENERAL CHARITABLE PURPOSES 100
    AMERICAN FRIENDS OF CHABAD OF THAILAND
    80 SHORE ROAD
    PORT WASHINGTON,NY11050     		  PC GENERAL CHARITABLE PURPOSES 500
    AMERICAN FRIENDS OF DARCHE NOAM
    226 SMITH ST
    WOODMERE,NY115989804     		  PC GENERAL CHARITABLE PURPOSES 2,500
    AMERICAN FRIENDS OF HERITAGE HOUSE CO SHUSTER
    8418 115TH ST
    RICHMOND HILL,NY11418     		  PC GENERAL CHARITABLE PURPOSES 1,000
    AMERICAN FRIENDS OF KEREN MALKI
    PO BOX 670849
    FLUSHING,NY11367     		  PC GENERAL CHARITABLE PURPOSES 1,000
    AMERICAN FRIENDS OF KESHER YEHUDI CO MOSHE SCHMELL
    962 MIDWOOD RD
    WOODMERE,NY11598     		  PC GENERAL CHARITABLE PURPOSES 2,800
    AMERICAN FRIENDS OF NEFESH HACHAIM
    10 MEADOW LANE
    MONSEY,NY10952     		  PC GENERAL CHARITABLE PURPOSES 540
    AMERICAN FRIENDS OF TORAH BTZFAT INC CO RABBI SHMUEL FAIVELSON
    2418 AVE I
    BROOKLYN,NY11210     		  PC GENERAL CHARITABLE PURPOSES 540
    AMERICAN ZIONIST MOVEMENT
    40 WALL STREET SUITE 706
    NEW YORK,NY10005     		  PC GENERAL CHARITABLE PURPOSES 500
    AMERICANS FOR A SAFE ISRAEL
    1751 SECOND AVENUE AT 91ST ST
    NEW YORK,NY10128     		  PC GENERAL CHARITABLE PURPOSES 360
    ASCENT-INNER DIMENSIONS OF JEWISH
    408 PARK AVENUE
    WOODBURY,NY11797     		  PC GENERAL CHARITABLE PURPOSES 180
    ASSOCIATION FOR ADULTS WITH DEVELOPENTAL DISABILITIES
    261 OLD YORK ROAD STE 530
    JENKINTOWN,PA19046     		  PC GENERAL CHARITABLE PURPOSES 750
    BEIS MIDRASH OF QUEENS CO EZRASONS INC - ATTN MOTTI DOMINITZ
    37 WEST 37TH STREET 10TH FLOOR
    NEW YORK,NY100186225     		  PC GENERAL CHARITABLE PURPOSES 1,000
    BENSALEM JEWISH OUTREACH CENTER
    2446 BRISTOL ROAD
    BENSALEM,PA19020     		  PC GENERAL CHARITABLE PURPOSES 750
    BOYS TOWN JERUSALEM
    1 PENN PLAZA SUITE 6250
    NEW YORK,NY10119     		  PC GENERAL CHARITABLE PURPOSES 2,500
    CAMP SUNSHINE
    WOODLANDS CENTER 900 EAST EIGHT
    AVENUE
    KING OF PRUSSIA,PA19406     		  PC GENERAL CHARITABLE PURPOSES 1,000
    CARIBBEAN JEWISH COMMUNITY
    1483 CARROL ST
    BROOKLYN,NY11213     		  PC GENERAL CHARITABLE PURPOSES 1,800
    CASKEY TORAH ACADEMY
    742 ARGYLE ROAD
    WYNNEWOOD,PA19096     		  PC GENERAL CHARITABLE PURPOSES 24,705
    CENTER FOR INDEPENDENCE OF THE DISABLED IN NEW YORK
    841 BROADWAY 301
    NEW YORK,NY10003     		  PC GENERAL CHARITABLE PURPOSES 1,000
    CENTRAL FUND OF ISRAEL
    980 6TH AVE
    NEW YORK,NY10018     		  PC GENERAL CHARITABLE PURPOSES 3,600
    CHABAD AT THE SHORE
    8223 FULTON AVE
    MARGATE,NJ08042     		  PC GENERAL CHARITABLE PURPOSES 500
    CHABAD JEWISH CENTER OF MONROE TOWNSHIP
    261 GRAVEL HILL RD
    MONROE TOWNSHIP,NJ08831     		  PC GENERAL CHARITABLE PURPOSES 1,000
    CHABAD LUBAVITCH OF ABINGTON
    515 MEETINGHOUSE ROAD
    RYDAL,PA19046     		  PC GENERAL CHARITABLE PURPOSES 360
    CHABAD LUBAVITCH OF CHESTER COUNTY
    946 N VALLEY FORGE ROAD
    DEVON,PA19333     		  PC GENERAL CHARITABLE PURPOSES 1,500
    CHABAD LUBAVITCH OF DELAWARE COUNTTY
    400 MARPLE ROAD
    BROOMALL,PA19008     		  PC GENERAL CHARITABLE PURPOSES 3,600
    CHABAD LUBAVITCH OF THE MAIN LINE INC
    625 MONTGOMERY AVE
    MERION STATION,PA19066     		  PC GENERAL CHARITABLE PURPOSES 2,662
    CHABAD OF BEVERLYWOOD - KEREN TZEMACH
    1952 SOUTH ROBERTSON BLVD
    LOS ANGELES,CA90034     		  PC GENERAL CHARITABLE PURPOSES 1,000
    CHABAD OF FAIRMOUNT INC
    2000 SPRING GARDEN STREET 1F
    PHILADELPHIA,PA19130     		  PC GENERAL CHARITABLE PURPOSES 1,000
    CHABAD SERVING DREXEL
    3507 BARING STREET
    PHILADELPHIA,PA19104     		  PC GENERAL CHARITABLE PURPOSES 500
    CHAI LIFELINE - CAMP SIMCHA
    106 CLIFTON AVE
    LAKEWOOD,NJ087013388     		  PC GENERAL CHARITABLE PURPOSES 1,000
    CHASDEI ELIYAHU
    200 HAVERFORD RD
    WYNNEWOOD,PA19096     		  PC GENERAL CHARITABLE PURPOSES 3,050
    CHEDAR CHABAD OF PHILADELPHIA
    276 S BRYN MAWR AVE
    BRYN MAWR,PA19010     		  PC GENERAL CHARITABLE PURPOSES 500
    CHEVRA THE
    2002 LUDLOW ST 3RD FL
    PHILADELPHIA,PA19103     		  PC GENERAL CHARITABLE PURPOSES 10,000
    CHILDREN'S CRISIS TREATMENT CENTER
    1080 N DELAWARE AVE 600
    PHILADELPHIA,PA19125     		  PC GENERAL CHARITABLE PURPOSES 1,500
    CHOFETZ CHAIM HERITAGE FOUNDATION THE
    361 SPOOK ROCK ROAD
    SUFFERN,NY10901     		  PC GENERAL CHARITABLE PURPOSES 180
    COALITION FOR JEWISH VALUES
    2833 SMITH AVE STE 225
    BALTIMORE,MD21209     		  PC GENERAL CHARITABLE PURPOSES 5,000
    COLEL CHABAD CO RABBI PIEKARSKI
    806 EASTERN PARKWAY
    BROOKLYN,NY11213     		  PC GENERAL CHARITABLE PURPOSES 1,000
    COMMITTEE FOR THE RESCUE OF ISRAEL'S BABIES
    1274 49TH STREET SUITE 569
    BROOKLYN,NY11219     		  PC GENERAL CHARITABLE PURPOSES 720
    COMMUNITY KASHRUS OF GREATER PHILADELPHIA
    2014 UPLAND WAY
    PHILADELPHIA,PA19131     		  PC GENERAL CHARITABLE PURPOSES 360
    CONGREGATION BETH HAMEDROSH
    200 HAVERFORD RD
    WYNNEWOOD,PA19096     		  PC GENERAL CHARITABLE PURPOSES 1,000
    DAMON RUNYON CANCER RESEARCH FUND
    55 BROADWAY STE 302
    NEW YORK,NY10006     		  PC GENERAL CHARITABLE PURPOSES 17,500
    ED SNIDER YOUTH HOCKEY FOUNDATION
    3601 SOUTH BROAD ST
    PHILADELPHIA,PA19148     		  PC GENERAL CHARITABLE PURPOSES 3,334
    EMILY'S ENTOURAGE
    PO BOX 71
    MERION STATION,PA19066     		  PC GENERAL CHARITABLE PURPOSES 1,000
    FAMILIES BEHIND THE BADGE CHILDREN'S FOUNDATION
    2007 WALNUT STREET
    PHILADELPHIA,PA19103     		  PC GENERAL CHARITABLE PURPOSES 500
    FOUNDATION FOR DEFENSE OF DEMOCRACIES
    1800 M ST NW SUITE 800-S
    WASHINGTON,DC20036     		  PC GENERAL CHARITABLE PURPOSES 5,000
    FOXMAN TORAH INSTITUTE
    31 MAPLE AVE
    CHERRY HILL,NJ08002     		  PC GENERAL CHARITABLE PURPOSES 1,000
    FRENCH CHILDREN FUND
    4706 18TH AVENUE
    BROOKLYN,NY11204     		  PC GENERAL CHARITABLE PURPOSES 10,000
    FRIENDS OF ASOR FUND USA INC
    99 WASHINGTON AVE SUITE 805-A
    ALBANY,NY12210     		  PC GENERAL CHARITABLE PURPOSES 1,000
    FRIENDS OF BACHE MARTIN
    2201 BROWN ST
    PHILADELPHIA,PA19130     		  PC GENERAL CHARITABLE PURPOSES 500
    FRIENDS OF THE IDF
    500 OFFICE CENTER DRIVE STE 400
    FORT WASHINGTON,PA19034     		  PC GENERAL CHARITABLE PURPOSES 7,200
    FRIENDS OF THE UNITED HATZALAH
    208 EAST 51ST STREET STE 303
    NEW YORK,NY10022     		  PC GENERAL CHARITABLE PURPOSES 37,000
    FRIENDS OF ZO ARTZEINU INC
    460 BARNARD AVENUE
    CEDARHURST,NY11516     		  PC GENERAL CHARITABLE PURPOSES 120
    FRIENDSHP CIRCLE
    1505 S 5TH ST
    PHILADELPHIA,PA19147     		  PC GENERAL CHARITABLE PURPOSES 22,140
    GEMACH OF JACKSON INC
    2 HARVEST CT
    JACKSON,NJ08527     		  PC GENERAL CHARITABLE PURPOSES 500
    GESU SCHOOL
    1700 W THOMPSON ST
    PHILADELPHIA,PA19121     		  PC GENERAL CHARITABLE PURPOSES 1,800
    GOLDEN SLIPPER CLUB & CHARITIES
    215 N PRESIDENTIAL BLVD 1ST FL
    BALA CYNWYD,PA190041201     		  PC GENERAL CHARITABLE PURPOSES 360
    GUIDELINE SERVICES - CHABAD PENN WYNNE
    8 OVERBROOK PARKWAY
    WYNNEWOOD,PA19096     		  PC GENERAL CHARITABLE PURPOSES 9,000
    GUIDELINE SERVICES - MENACHEM SCHMIDT
    754 S 9TH STREET
    PHILADELPHIA,PA19147     		  PC GENERAL CHARITABLE PURPOSES 30,000
    GUIDELINE SERVICES - ZALMAN GERBER
    1360 W INDIAN CREEK DRIVE
    WYNNEWOOD,PA19096     		  PC GENERAL CHARITABLE PURPOSES 14,600
    HAPPY PURIM CO TEMPLE BETH HILLEL-BETH EL
    1001 REMINGTON ROAD
    WYNNEWOOD,PA190962399     		  PC GENERAL CHARITABLE PURPOSES 380
    HAR ZION TEMPLE
    1500 HAGYS FORD RD
    PENN VALLEY,PA19072     		  PC GENERAL CHARITABLE PURPOSES 100
    HILLEL AT TEMPLE UNIVERSITY
    1441 NORRIS STREET
    PHILADELPHIA,PA19121     		  PC GENERAL CHARITABLE PURPOSES 500
    HOLOCAUST AWARENESS MUSEUM AND EDUCATION CENTER
    10100 JAMISON AVE
    PHILADELPHIA,PA19116     		  PC GENERAL CHARITABLE PURPOSES 1,800
    HOPE FOR KIDS
    129 YERGER ROAD
    SCHWENKSVILLE,PA19473     		  PC GENERAL CHARITABLE PURPOSES 1,000
    INTERNATIONAL AAE INC CO HOPE BARCUS
    160 PUTNAM PK
    GREENWICH,CT06830     		  PC GENERAL CHARITABLE PURPOSES 3,600
    INVESTIGATIVE PROJECT THE
    5614 CONNECTICUT AVE NW STE 341
    WASHINGTON,DC20015     		  PC GENERAL CHARITABLE PURPOSES 12,500
    ISRAEL CONCENSUS PROJECT INC
    670 WHITE PLAINS RD SUITE 224
    SCARSDALE,NY10583     		  PC GENERAL CHARITABLE PURPOSES 10,287
    ISRAEL GUIDE DOG CENTER FOR THE BLIND
    968 EASTON ROAD STE H
    WARRINGTON,PA19876     		  PC GENERAL CHARITABLE PURPOSES 1,800
    ISRAEL TENNIS CENTERS FOUNDATION
    3275 WEST HILLSBORO BLVD SUITE 102
    DEERFIELD BEACH,FL33442     		  PC GENERAL CHARITABLE PURPOSES 1,000
    ISRALIGHT SOUTH FLORIDA INC
    6866 ELIANTO WAY
    LAKE WORTH,FL33467     		  PC GENERAL CHARITABLE PURPOSES 540
    JACK M BARRACK HEBREW ACADEMY
    272 SOUTH BRYN MAWR AVENUE
    BRYN MAWR,PA19010     		  PC GENERAL CHARITABLE PURPOSES 1,800
    JAFCO
    4200 NORTH UNIVERSITY DR
    SUNRISE,FL33351     		  PC GENERAL CHARITABLE PURPOSES 1,800
    JDRF - JUVENILE DIABETES RESEARCH FUND
    120 OLD GULPH ROAD
    WYNNEWOOD,PA19096     		  PC GENERAL CHARITABLE PURPOSES 750
    JEWCER COMMUNITY CENTER
    4647 KINGSWELL AVE SUITE 148
    LOS ANGELES,CA90027     		  PC GENERAL CHARITABLE PURPOSES 735
    JEWISH FEDERATION OF GREATER PHILADELPHIA
    2100 ARCH STREET
    PHILADELPHIA,PA19103     		  PC GENERAL CHARITABLE PURPOSES 100
    JEWISH IDENTITY CENTER
    10100 JAMISON AVE
    PHILADELPHIA,PA19116     		  PC GENERAL CHARITABLE PURPOSES 1,800
    JEWISH INSTITUTE FOR NATIONAL SECURITY OF AMERICA
    1101 14TH STREET NW STE 1110
    WASHINGTON,DC20005     		  PC GENERAL CHARITABLE PURPOSES 1,000
    JEWISH LEARNING VENTURE
    261 OLD YORK ROAD STE 720
    JENKINTOWN,PA19046     		  PC GENERAL CHARITABLE PURPOSES 2,800
    JEWISH RELIEF AGENCY
    225 E CITY AVE STE 210
    BALA CYNWYD,PA190041274     		  PC GENERAL CHARITABLE PURPOSES 53,600
    JEWISH WOMEN'S RENAISSANCE PROJECT
    6101 EXECUTIVE BOULEVARD 240
    ROCKVILLE,MD20852     		  PC GENERAL CHARITABLE PURPOSES 2,800
    JEWS FOR JUDAISM
    PO BOX 351235
    LOS ANGELES,CA90035     		  PC GENERAL CHARITABLE PURPOSES 360
    JOIN ISRAEL
    3 WEST 57TH STREET 10TH FL
    NEW YORK,NY100193407     		  PC GENERAL CHARITABLE PURPOSES 2,000
    JUDITH CREED HORIZONS FOR ACHIEVING INDEPENDENCE
    274 SOUTH BRYN MAWR AVENUE
    BRYN MAWR,PA19010     		  PC GENERAL CHARITABLE PURPOSES 1,000
    KAHAL YOUR JEWISH HOME ABROAD
    4700 N RAVENWOOD AVE STE B
    CHICAGO,IL60640     		  PC GENERAL CHARITABLE PURPOSES 1,000
    KAVOD
    1779 KIRBY PKWY
    MEMPHIS,TN38138     		  PC GENERAL CHARITABLE PURPOSES 28,000
    KEN'S KREW INC
    555 MADISON AVENUE 17TH FL
    NEW YORK,NY10022     		  PC GENERAL CHARITABLE PURPOSES 5,000
    KLEINLIFE
    1735 MARKET ST STE 3910
    PHILADELPHIA,PA19103     		  PC GENERAL CHARITABLE PURPOSES 5,860
    KOHELET YESHIVA HIGH SCHOOL
    223 N HIGHLAND AVE
    MERION STATION,PA19066     		  PC GENERAL CHARITABLE PURPOSES 2,000
    KOSLOFF TORAH ACADEMY
    50 MONTGOMERY AVENUE
    BALA CYNWYD,PA19004     		  PC GENERAL CHARITABLE PURPOSES 13,515
    LECHAIM CHARITIES
    PO BOX 258
    MONSEY,NY109520258     		  PC GENERAL CHARITABLE PURPOSES 360
    LONGPORT SCHOLARSHIP FUND CO LYNN BAUMGARDNER
    3012 ATLANTIC AVE
    LONGPORT,NJ08403     		  PC GENERAL CHARITABLE PURPOSES 500
    LOWER MERION SYNAGOGUE
    111 UNION AVE
    BALA CYNWYD,PA19004     		  PC GENERAL CHARITABLE PURPOSES 1,760
    LOWER MERION TOWNSHIP POLICE PENSION ASSOCIATION
    71 EAST LANCASTER AVE
    ARDMORE,PA190032323     		  PC GENERAL CHARITABLE PURPOSES 100
    LUBAVITCH CHEDER DAY SCHOOL
    1758 FORD PARKWAY
    SOUTH PAUL,MN551162120     		  PC GENERAL CHARITABLE PURPOSES 1,000
    LUBAVITCH OF BUCKS COUNTY
    25 NORTH STATE STREET
    NEWTOWN,PA189409444     		  PC GENERAL CHARITABLE PURPOSES 1,800
    LUBAVITCH OF MONTGOMERY COUNTY
    1311 FORT WASHINGTON AVENUE
    FORT WASHINGTON,PA19034     		  PC GENERAL CHARITABLE PURPOSES 3,600
    MAIN LINE REFORM TEMPLE
    410 MONTGOMERY AVE
    WYNNEWOOD,PA19096     		  PC GENERAL CHARITABLE PURPOSES 1,000
    MANHIGUT YEHUDIT
    PO BOX 241
    CEDARHURST,NY11516     		  PC GENERAL CHARITABLE PURPOSES 360
    MAOS CHITIM CAMPAIGN
    6022 OVERBROOK AVENUE
    PHILADELPHIA,PA19131     		  PC GENERAL CHARITABLE PURPOSES 360
    MARINE TOYS FOR TOTS FOUNDATION
    PO BOX 4002036
    DES MOINES,IA503402036     		  PC GENERAL CHARITABLE PURPOSES 250
    MEOR MANHATTAN JEWISH ENRICHMENT CENTER
    38 WEST 13TH STREET
    NEW YORK,NY10011     		  PC GENERAL CHARITABLE PURPOSES 3,600
    MEOR
    PO BOX 279
    POMONA,NY10970     		  PC GENERAL CHARITABLE PURPOSES 2,000
    MERCER COUNTY COMMUNITY COLLEGE FOUNDATION
    340 DEKALB PIKE
    BLUE BELL,PA19422     		  PC GENERAL CHARITABLE PURPOSES 500
    MERION FIRE COMPANY
    35 GREENFIELD AVENUE
    ARDMORE,PA190031333     		  PC GENERAL CHARITABLE PURPOSES 50
    MESIVTA HIGH SCHOOL OF GREATER PHILADELPHIA
    314 LEVERINGTON MILL ROAD
    BALA CYNWYD,PA19004     		  PC GENERAL CHARITABLE PURPOSES 184,672
    MESIVTA LEV TMIMIM LUBAVITCH
    17 BLUEBERRY HILL ROAD
    MONSEY,NY10952     		  PC GENERAL CHARITABLE PURPOSES 2,340
    MINDING YOUR MIND FOUNDATION
    124 SIBLEY AVENUE
    ARDMORE,PA19003     		  PC GENERAL CHARITABLE PURPOSES 71,000
    MIZRAHI TORAH ACADEMY
    6515 W SUNRISE BLVD
    PLANTATION,FL33313     		  PC GENERAL CHARITABLE PURPOSES 1,000
    MOORE EYE FOUNDATION
    100 W SPROUL RD 100
    SPRINGFIELD,PA19064     		  PC GENERAL CHARITABLE PURPOSES 100
    MORRIS ACE FOR A CURE CO J ROBERT MORRIS
    PO BOX 190
    ARDMORE,PA19003     		  PC GENERAL CHARITABLE PURPOSES 1,000
    MY BROTHER'S KEEPER
    PO BOX 331293
    NASHVILLE,TN37203     		  PC GENERAL CHARITABLE PURPOSES 180
    NATIONAL AUTISM ASSOCIATION
    ONE PARK AVENUE SUITE 1
    PORTSMOUTH,RI02871     		  PC GENERAL CHARITABLE PURPOSES 180
    NATIONAL MULTIPLE SCLEROSIS SOCIETY CO ANDREA ROSENTHAL
    1536 AIDENN LAIR ROAD
    MAPLE GLEN,PA19002     		  PC GENERAL CHARITABLE PURPOSES 300
    NORTHERN LIBERTIES NEIGHBORS ASSOCIATION
    700 N 3RD ST
    PHILADELPHIA,PA19123     		  PC GENERAL CHARITABLE PURPOSES 100
    OAKMONT FIRE COMPANY #1
    23 WEST BENEDICT AVENUE
    HAVERTOWN,PA190832303     		  PC GENERAL CHARITABLE PURPOSES 50
    OHR NOSSON
    40 TWELFTH STREET
    LAKEWOOD,NJ08701     		  PC GENERAL CHARITABLE PURPOSES 1,000
    OROT
    7601 OLD YORK ROAD
    MELROSE PARK,PA19027     		  PC GENERAL CHARITABLE PURPOSES 5,000
    PALM BEACH SYNAGOGUE
    120 NORTH COUNTY ROAD
    PALM BEACH,FL33480     		  PC GENERAL CHARITABLE PURPOSES 1,450
    PALS PROGRAMS
    4965 GRUNDY WAY
    DOYLESTOWN,PA18902     		  PC GENERAL CHARITABLE PURPOSES 1,000
    PANCREATIC CANCER ACTION NETWORK
    1500 ROSECRANS AVENUE SUITE 200
    MANHATTAN BEACH,CA90266     		  PC GENERAL CHARITABLE PURPOSES 1,000
    PASSOVER LEAGUE OF PA
    215 PRESIDENTIAL BLVD
    BALA CYNWYD,PA19004     		  PC GENERAL CHARITABLE PURPOSES 180
    PENN STATE UNIVERSITY FOUR DIAMONDS
    116 OLD MAIN
    UNIVERSITY PARK,PA16802     		  PC GENERAL CHARITABLE PURPOSES 360
    PENNSYLVANIA BALLET
    1819 JFK BLVD SUITE 210
    PHILADELPHIA,PA191031728     		  PC GENERAL CHARITABLE PURPOSES 350
    PHILABUNDANCE
    PO BOX 25822
    LEHIGH VALLEY,PA180025822     		  PC GENERAL CHARITABLE PURPOSES 100
    PHILADELPHIA COMMUNITY KOLLEL INC
    364 MONTGOMERY AVE
    MERION STATION,PA19066     		  PC GENERAL CHARITABLE PURPOSES 7,200
    PHILADELPHIA HOLOCAUST REMEMBRANCE FOUNDATION
    1617 JFK BLVD 20TH FL UNIT 2015
    PHILADELPHIA,PA19103     		  PC GENERAL CHARITABLE PURPOSES 5,000
    PHILADELPHIA ORCHESTRA
    1 S BROAD ST STE 1400
    PHILADELPHIA,PA191079935     		  PC GENERAL CHARITABLE PURPOSES 100
    PHILADELPHIA RONALD MCDONALD HOUSE
    3925 CHESTNUT STREET
    PHILADELPHIA,PA19104     		  PC GENERAL CHARITABLE PURPOSES 10,000
    PMA CRAFT SHOW
    PO BOX 7646
    PHILADELPHIA,PA191017646     		  PC GENERAL CHARITABLE PURPOSES 350
    PROJECT EXTREME
    335 CENTRAL AVE
    LAWRENCE,NY11559     		  PC GENERAL CHARITABLE PURPOSES 500
    PROJECT SHORESH
    15 HART ST
    PROVIDENCE,RI02906     		  PC GENERAL CHARITABLE PURPOSES 500
    PTACH
    6038 OVERBROOK AVENUE
    PHILADELPHIA,PA19131     		  PC GENERAL CHARITABLE PURPOSES 1,000
    RABBI JAY KORNSGOLD BETH EL SYNAGOGUE
    50 MAPLE STREAM ROAD
    EAST WINDSOR,NJ08520     		  PC GENERAL CHARITABLE PURPOSES 250
    RABBI WITHOUT WALLS
    107 MONTGOMERY AVENUE
    BALA CYNWYD,PA19004     		  PC GENERAL CHARITABLE PURPOSES 1,000
    ROHR CENTER FOR JEWISH LIFE
    780 COLLEGE AVE
    HAVERFORD,PA19041     		  PC GENERAL CHARITABLE PURPOSES 2,700
    SAMUEL D COZEN MEMORIAL FUND
    200 FOUR FALLS CORP CTR STE 400
    WEST CONSHOHOCKEN,PA194280800     		  PC GENERAL CHARITABLE PURPOSES 1,000
    SCHOLARS FOR PEACE IN THE MIDDLE EAST
    PO BOX 2241
    BALA CYNWYD,PA19004     		  PC GENERAL CHARITABLE PURPOSES 1,000
    SHIPLEY SCHOOL THE
    814 YARROW STREET
    BRYN MAWR,PA19010     		  PC GENERAL CHARITABLE PURPOSES 250
    SHIVTEI-YESHURON-EZRAS ISRAEL
    2015 S 4TH STREET
    PHILADELPHIA,PA19148     		  PC GENERAL CHARITABLE PURPOSES 280
    SPECIAL OLYMPICS PENNSYLVANIA
    PO BOX 3010
    NORRISTOWN,PA194043010     		  PC GENERAL CHARITABLE PURPOSES 300
    STAND WITH US
    123 S BROAD STREET SUITE 1832
    PHILADELPHIA,PA19109     		  PC GENERAL CHARITABLE PURPOSES 1,000
    TALMUDICAL YESHIVA OF PHILADELPHIA
    6063 DREXEL ROAD
    PHILADELPHIA,PA19131     		  PC GENERAL CHARITABLE PURPOSES 7,200
    TEMPLE BETH HILLEL-BETH EL
    1001 REMINGTON ROAD
    WYNNEWOOD,PA190962399     		  PC GENERAL CHARITABLE PURPOSES 14,422
    TEMPLE LAW SCHOOL BEASLEY SCHOOL OF LAW
    1719 NORTH BROAD ST
    PHILADELPHIA,PA191229704     		  PC GENERAL CHARITABLE PURPOSES 250
    TEMPLE UNIVERSITY - CAMPUS DEVELOPMENT
    100 SULLIVAN HALL 1330 POLETT WALK
    PHILADELPHIA,PA19122     		  PC GENERAL CHARITABLE PURPOSES 360
    THE ALGEMEINER
    788 EASTER PARKWAY
    BROOKLYN,NY11213     		  PC GENERAL CHARITABLE PURPOSES 1,000
    THE CHESED FUND
    5701 MARIUS STREET
    MIAMI,FL33146     		  PC GENERAL CHARITABLE PURPOSES 360
    THE JEWISH ASSOCIATION OF THAILAND
    80 SHORE ROAD
    PORT WASHINGTON,NY11050     		  PC GENERAL CHARITABLE PURPOSES 360
    THE SHOLOM AND PESSY JACOBS FOUNDATION
    141 WASHINGTON AVE STE 201
    LAWRENCE,NY11559     		  PF GENERAL CHARITABLE PURPOSES 180
    THOMAS JEFFERSON UNIVERSITY FOUNDATION
    1025 WALNUT ST 100
    PHILADELPHIA,PA19107     		  PC GENERAL CHARITABLE PURPOSES 1,000
    TORAH YOUTH CO RABBI SILVER
    301 CYNWYD ROAD
    BALA CYNWYD,PA19004     		  PC GENERAL CHARITABLE PURPOSES 1,000
    TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
    3535 MARKET STREET STE 750
    PHILADELPHIA,PA19104     		  PC GENERAL CHARITABLE PURPOSES 3,333
    TZIDKATH YOSEPH NAPHTALI
    1417 EDGEVALE RD
    WYNNEWOOD,PA19096     		  PC GENERAL CHARITABLE PURPOSES 360
    YAD ERZA V'SHULAMIT
    3470 WILSHIRE BLVD STE 1020
    LOS ANGELES,CA90010     		  PC GENERAL CHARITABLE PURPOSES 1,100
    YOUNG ISRAEL OF MARGATE
    8401 VENTNOR AVE
    MARGATE,NJ08402     		  PC GENERAL CHARITABLE PURPOSES 2,000
    YOUNG ISRAEL OF THE MAIN LINE
    273 MONTGOMERY AVENUE
    BALA CYNWYD,PA19004     		  PC GENERAL CHARITABLE PURPOSES 2,200
    YOUNG JEWISH CONSERVATIVES
    2480 BRIARCLIFF ROAD STE 6-181
    ATLANTA,GA30329     		  PC GENERAL CHARITABLE PURPOSES 1,000
    ZIONIST ORGANIZATION OF AMERICA
    ONE BELMONT AVE SUITE 324
    BALA CYNWYD,PA19004     		  PC GENERAL CHARITABLE PURPOSES 2,100
    Total .................................bullet 3a 776,439
    bApproved for future payment
    Total .................................bullet 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.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 655  
    4 Dividends and interest from securities.... 523000 165 14 161,313  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot 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 ............     		523000 51,641 18 632,587  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aK-1 ENERGY TRANSFER LP     		523000 -2,737      
    bK-1 ENTERPRISE PRODUCTS PARTNERS LP 523000 -11,914      
    cK-1 MAGELLAN MIDSTREAM PARTNERS LP 523000 -7,524      
    dK-1 PLAINS ALL AMERICAN PIPELINE, L.P. 523000 -11,904      
    e
    12 Subtotal. Add columns (b), (d), and (e).. 17,727 794,555 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    812,282
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		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? ...........
    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.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2019)
    Additional Data


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