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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
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, PA19103
A Employer identification number

25-6839698
B Telephone number (see instructions)

(856) 661-4515
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$9,736,941J 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) 3,364
2 Check bullet.............
3 Interest on savings and temporary cash investments 121,957 121,957  
4 Dividends and interest from securities... 82,996 82,996  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 24,603
b Gross sales price for all assets on line 6a 1,770,698
7 Capital gain net income (from Part IV, line 2)... 24,603
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........ 232,920 229,556 0
Operating and Administrative Expenses 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)... Click to see attachment 4,980 4,980 0 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 11,833 8,469 0 3,364
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 16,813 13,449 0 3,364
25 Contributions, gifts, grants paid....... 426,480 426,480
26 Total expenses and disbursements. Add lines 24 and 25 443,293 13,449 0 429,844
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -210,373
b Net investment income (if negative, enter -0-) 216,107
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 40,935 84,037 86,537
2 Savings and temporary cash investments......... 212,785 502,053 502,053
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) 3,633,027 Click to see attachment3,073,397 3,793,063
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule)....... 1,085,304 Click to see attachment789,547 849,096
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,616,588 Click to see attachment2,919,351 4,506,192
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) 7,588,639 7,368,385 9,736,941
Liabilities 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 bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
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 7,588,639 7,368,385
29 Total net assets or fund balances (see instructions)..... 7,588,639 7,368,385
30 Total liabilities and net assets/fund balances (see instructions). 7,588,639 7,368,385
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
7,588,639
2
Enter amount from Part I, line 27a .....................
2
-210,373
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
7,378,266
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
9,881
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,368,385
Form 990-PF (2020)
Form 990-PF (2020)
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 100000 CHEVRON CORP 2.355% DUE 12/05/2022 P 2015-11-18 2020-04-21
b 50000 CHEVRON CORP 2.355% DUE 12/05/2022 P 2015-08-08 2020-04-21
c 75000 COLGATE PALMOLIVE CO 2.300% DUE 05/03/2022 P 2015-08-13 2020-12-18
d 75000 EXXON MOBIL CORP 2.726% DUE 3/1/2023 P 2017-02-14 2020-04-20
e 25000 EXXON MOBIL CORP 2.726% DUE 3/1/2023 P 2017-03-10 2020-04-20
25000 TARGET CORP P 2011-01-28 2020-01-28
150000 USA TREASURY NOTES 2.000% DUE 11/30/2020 P 2015-08-10 2020-11-30
150000 USA TREASURY NOTES 2.000% DUE 7/31/2020 P 2018-07-26 2020-03-25
250000 USA TREASURY NOTES 1.750% DUE 10/31/2020 P 2017-02-07 2020-10-31
200000 FEDERAL HOME LOAN BANK BNDS CALL 10/11/18 2.000% DUE 10/11/2023 P 2017-02-01 2020-04-11
55000 FEDERAL HOME LOAN BANK BNDS CALLS 1/6/17 2.440% DUE 7/06/2026 P 2018-09-06 2020-02-10
50000 CALIFORNIA ST 5.600% DUE 11/01/2020 P 2015-11-05 2020-11-01
75000 MIAMI-DADE CNTY FL 03.356% DUE 10/01/2022 P 2018-08-09 2020-05-07
100000 MISSISSIPPI ST 2.102% DUE 11/01/2021 P 2015-11-18 2020-11-01
5000 NEW HAMPSHIRE ST 2.830% DUE 01/01/2021 P 2015-11-18 2020-02-03
100000 UNIV OF TEXAS TX UNIV REVENUES VAR% DUE 8/1/2045 P 2020-03-10 2020-03-25
150000 UNIV OF TEXAS TX UNIV REVENUES VAR% DUE 8/1/2045 P 2017-02-07 2020-03-09
125000 WISCONSIN ST HSG & ECON DEV VAR % DUE 09/01/2037 P 2017-02-01 2020-03-25
50000 AMERICAN EXPR CENTURION INSTL CTF OF DEPOSIT P 2015-10-20 2020-10-21
(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 48,402   48,402 0
b 53,848   48,384 5,464
c 77,158   73,848 3,310
d 75,403   75,403 0
e 28,147   24,924 3,223
25,250   24,793 457
150,000   152,156 -2,156
150,990   148,014 2,976
250,000   251,172 -1,172
200,000   193,360 6,640
55,000   51,059 3,941
50,000   50,000 0
76,500   75,000 1,500
100,000   100,000 0
5,000   5,000 0
100,000   100,000 0
150,000   150,000 0
125,000   125,000 0
50,000   49,580 420
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       0
b       5,464
c       3,310
d       0
e       3,223
      457
      -2,156
      2,976
      -1,172
      6,640
      3,941
      0
      1,500
      0
      0
      0
      0
      0
      420
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 24,603
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 3,004
c All other domestic foundations enter 1.39% 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 3,004
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 3,004
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 3,826
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 6,826
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.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 3,822
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet3,822 RefundedBullet 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 the instructions
for the 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
 
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)
    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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 ofbulletJEFFREY HONICKMAN FOUNDATION MGR Telephone no.bullet (856) 661-4505

    Located atbullet130 SOUTH 18TH STREET NO 3301PHILADELPHIAPA ZIP+4bullet19103
    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 2020, 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    JEFFREY A HONICKMAN TRUSTEE
    0.00     		0 0 0
    130 SOUTH 18TH STREET NO 3301
    PHILADELPHIA,PA19103
    MARJORIE HONICKMAN TRUSTEE
    0.00     		0 0 0
    130 SOUTH 18TH STREET NO 3301
    PHILADELPHIA,PA19103
    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 (2020)
    Form 990-PF (2020)
    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  
    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.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    10,549,382
    b
    Average of monthly cash balances.......................
    1b
    627,401
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    11,176,783
    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
    11,176,783
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    167,652
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    11,009,131
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    550,457
    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
    550,457
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    3,004
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,004
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    547,453
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    547,453
    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
    547,453
    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
    429,844
    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
    429,844
    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
    429,844
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 547,453
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017...... 12,264
    d From 2018...... 6,307
    e From 2019...... 17,606
    fTotal of lines 3a through e........ 36,177
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 429,844
    a Applied to 2019, 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 2020 distributable amount..... 429,844
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 36,177 36,177
    (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 0
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		81,432
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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).)
    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 e-mail address of the person to whom applications should be addressed:
    MARJORIE HONICKMAN
    130 SOUTH 18TH STREET NO 3301
    PHILADELPHIA,PA19103
    (856) 661-4515
    bThe form in which applications should be submitted and information and materials they should include:
    NO SPECIFIC FORM
    cAny submission deadlines:
    NO SUBMISSION DEADLINES
    dAny 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 (2020)
    Form 990-PF (2020)
    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
    12TH STREET CATERING
    3312-20 SPRING GARDEN STREET
    PHILADELPHIA,PA19104     		NONE PUBLIC CHARITY UNRESTRICTED 1,296
    ABINGTON LIBRARY
    1030 OLD YORK ROAD
    ABINGTON,PA19001     		NONE PUBLIC CHARITY UNRESTRICTED 100
    ABRAMSON CANCER CENTER OF UNIV OF PA
    3400 SPRUCE STREET
    PHILADELPHIA,PA19104     		NONE PUBLIC CHARITY UNRESTRICTED 600
    ABRAMSON CENTER FOR JEWISH LIFE
    1425 HORSHAM ROAD
    NORTH WALES,PA19454     		NONE PUBLIC CHARITY UNRESTRICTED 3,600
    ACADEMY IN MANAYUNK (AIM ACADEMY)
    1200 RIVER ROAD
    CONSHOHOCKEN,PA19428     		NONE PUBLIC CHARITY UNRESTRICTED 5,000
    AGAHOZO-SHALOM YOUTH VILLAGE
    620 8TH AVE 19TH FLOOR
    NEW YORK,NY10018     		NONE PUBLIC CHARITY UNRESTRICTED 6,800
    ALZHEIMERS ASSOCIATION
    225 N MICHIGAN AVE
    CHICAGO,IL60601     		NONE PUBLIC CHARITY UNRESTRICTED 250
    AMERICA SHARE
    15 W 26TH STREET 11TH FLOOR
    NEW YORK,NY10010     		NONE PUBLIC CHARITY UNRESTRICTED 2,500
    AMERICAN ASSOCIATES BEN-GURION UNIVERSITY OF THE NEGEV
    1001 AVE OF THE AMERICAS
    NEW YORK,NY10018     		NONE PUBLIC CHARITY UNRESTRICTED 1,000
    ANGEL FLLIGHT EAST
    1501 NARCISSA ROAD
    BLUE BELL,PA19422     		NONE PUBLIC CHARITY UNRESTRICTED 500
    BARNEGAT LIGHT VOLUNTEER FIRE CO
    10TH BLVD PO BOX 633
    BARNEGAT LIGHT,NJ08806     		NONE PUBLIC CHARITY UNRESTRICTED 100
    BARRACK HEBREW ACADEMY
    272 S BRYN MAWR AVE
    BRYN MAWR,PA19010     		NONE PUBLIC CHARITY UNRESTRICTED 1,800
    BBYO INC
    2020 K ST NW SUITE 7400
    WASHINGTON,DC20006     		NONE PUBLIC CHARITY UNRESTRICTED 5,000
    BEYOND CELIAC
    124 SOUTH MAPLE STREET
    AMBLER,PA19002     		NONE PUBLIC CHARITY UNRESTRICTED 750
    BIRTHRIGHT ISRAEL FOUNDATION
    PO BOX 5892
    HICKSVILLE,NY11801     		NONE PUBLIC CHARITY UNRESTRICTED 54,360
    BLANCHARDS ANGUILLA FOUNDATION
    290 NORTH OLIVE AVENUE APT NO 1010
    WEST PALM BEACH,FL33401     		NONE PUBLIC CHARITY UNRESTRICTED 423
    BORIS LAWRENCE HENSON FOUNDATION
    8383 WILSHIRE BLVD
    BEVERLY HILLS,CA90211     		NONE PUBLIC CHARITY UNRESTRICTED 500
    BOTTOMLESS CLOSET
    16 EAST 52ND STREET NO 15FL
    NEW YORK,NY10022     		NONE PUBLIC CHARITY UNRESTRICTED 500
    BOY SCOUTS OF AMERICA
    1325 W WALNUT HILL LANE
    IRVING,TX75038     		NONE PUBLIC CHARITY UNRESTRICTED 500
    CDC FOUNDATION
    600 PEACHTREE ST NE 1000
    ATLANTA,GA30308     		NONE PUBLIC CHARITY UNRESTRICTED 1,100
    CEASEFIRE PA
    PO BOX 60095
    PHILADELPHIA,PA19102     		NONE PUBLIC CHARITY UNRESTRICTED 1,000
    CENTER CITY DISTRICT
    660 CHESTNUT STREET
    PHILADELPHIA,PA19106     		NONE PUBLIC CHARITY UNRESTRICTED 2,500
    CFXE - FRAGILE X SYNDROME
    2469 EASTWOOD LANE
    MEBANE,NC27302     		NONE PUBLIC CHARITY UNRESTRICTED 500
    CHABAD LUBAVITCH
    382 S 2ND ST
    POTTSVILLE,PA17901     		NONE PUBLIC CHARITY UNRESTRICTED 613
    CHILDREN'S CRISIS TREATMENT CENTER
    1080 N DELAWARE AVE 600
    PHILADELPHIA,PA19125     		NONE PUBLIC CHARITY UNRESTRICTED 1,000
    CHILDREN'S HOSPITAL FOUNDATION
    3401 CIVIC CENTER BLVD
    PHILADELPHIA,PA19104     		NONE PUBLIC CHARITY UNRESTRICTED 27,336
    CHOP CHOP
    PO BOX 781352
    PHILADELPHIA,PA19178     		NONE PUBLIC CHARITY UNRESTRICTED 1,000
    COMMUNITY MUSIC SCHOOL OF LEHIGH VALLEY
    1544 HAMILTON ST
    ALLENTOWN,PA18102     		NONE PUBLIC CHARITY UNRESTRICTED 100
    CROHN'S & COLITIS FOUNDATION OF AMERICA
    733 THIRD AVENUE
    NEW YORK,NY10017     		NONE PUBLIC CHARITY UNRESTRICTED 2,500
    DREXEL UNIVERSITY HILLEL
    118 N 34TH STREET
    PHILADELPHIA,PA19104     		NONE PUBLIC CHARITY UNRESTRICTED 1,000
    EINSTEIN HEALTHCARE NETWORK
    5501 OLD YORK ROAD
    PHILADELPHIA,PA19141     		NONE PUBLIC CHARITY UNRESTRICTED 5,500
    EMILY'S ENTOURAGE
    PO BOX 71
    MERION STATION,PA19066     		NONE PUBLIC CHARITY UNRESTRICTED 1,000
    FEDERATION EARLY LEARNING SERVICES
    10700 JAMISON AVENUE
    PHILADELPHIA,PA19116     		NONE PUBLIC CHARITY UNRESTRICTED 750
    FEDERATION HOUSING
    8900 ROOSEVELT BLVD
    PHILADELPHIA,PA19115     		NONE PUBLIC CHARITY UNRESTRICTED 250
    FRANKLIN INSTITUTE
    222 N 20TH STREET
    PHILADELPHIA,PA19103     		NONE PUBLIC CHARITY UNRESTRICTED 1,500
    FRIENDS OF OFANIM INC
    1255 DRUMMERS LANE SUITE 200
    WAYNE,PA19087     		NONE PUBLIC CHARITY UNRESTRICTED 2,500
    FRIENDS OF RITTENHOUSE SQUARE
    PO BOX 1308
    PHILADELPHIA,PA19103     		NONE PUBLIC CHARITY UNRESTRICTED 2,500
    FRIENDS OF THE ISRAEL DEFENSE FORCES
    PO BOX 4224
    NEW YORK CITY,NY10163     		NONE PUBLIC CHARITY UNRESTRICTED 180
    GEORGE WASHINGTON UNIVERSITY
    2100 M STREET 310
    WASHINGTON,DC20052     		NONE PUBLIC CHARITY UNRESTRICTED 1,000
    GERMANTOWN JEWISH CENTER
    400 W ELLET ST
    PHILADELPHIA,PA19119     		NONE PUBLIC CHARITY UNRESTRICTED 50
    GILOBLASTOMA FOUNDATION
    PO BOX 62066
    DURHAM,NC27715     		NONE PUBLIC CHARITY UNRESTRICTED 100
    GIRLS INC OF GREATER PHILADELPHIA & SNJ
    1501 CHERRY STREET
    PHILADELPHIA,PA19102     		NONE PUBLIC CHARITY UNRESTRICTED 500
    GIRLS ON THE RUN OF CENTRAL NEW YORK
    PO BOX 1245
    COOPERSTOWN,NY13326     		NONE PUBLIC CHARITY UNRESTRICTED 250
    GOFUNDME MEDICAL STUDENT
    855 JEFFERSON AVE
    REDWOOD CITY,CA94061     		NONE PUBLIC CHARITY UNRESTRICTED 263
    GRATZ COLLEGE SCHOLARSHIP FUND
    7605 OLD YORK ROAD
    MELROSE PARK,PA19027     		NONE PUBLIC CHARITY UNRESTRICTED 250
    GREATER PHILADELPHIA FILM OFFICE
    1515 ARCH STREET 11TH FLOOR
    PHILADELPHIA,PA19102     		NONE PUBLIC CHARITY UNRESTRICTED 500
    HADASSAH
    50 W 58TH STREET
    NEW YORK,NY10019     		NONE PUBLIC CHARITY UNRESTRICTED 100
    HAR ZION TEMPLE
    1500 HAGYS FORD ROAD
    PENN VALLEY,PA19072     		NONE PUBLIC CHARITY UNRESTRICTED 52,822
    HELP US ADOPT
    PO BOX 787
    NEW YORK,NY10150     		NONE PUBLIC CHARITY UNRESTRICTED 250
    HIGH POINT VOLUNTEER FIRE COMPANY
    10 WEST 80TH STREET
    HARVEY CEDARS,NJ08008     		NONE PUBLIC CHARITY UNRESTRICTED 250
    HILTONHEAD HUMANE ASSOCIATION
    PO BOX 21790
    HILTON HEAD ISLAND,SC299251790     		NONE PUBLIC CHARITY UNRESTRICTED 150
    HUNTSMAN CANCER FOUNDATION
    500 HUNTSMAN WAY
    SALT LAKE CITY,UT84108     		NONE PUBLIC CHARITY UNRESTRICTED 500
    IDEAS BEYOND BORDERS
    244 FIFTH AVENUE SUITE 2594
    NEW YORK,NY10001     		NONE PUBLIC CHARITY UNRESTRICTED 1,000
    IFF PHILADELPHIA
    PO BOX 171
    GLADWYNE,PA19035     		NONE PUBLIC CHARITY UNRESTRICTED 1,000
    INTERNATIONAL RESCUE COMMITTEE
    122 EAST 42ND STREET
    NEW YORK,NY10168     		NONE PUBLIC CHARITY UNRESTRICTED 250
    ISRAELI AMERICAN COUNCIL
    5900 CANOGA AVENUE NO 390
    WOODLAND HILLS,CA91367     		NONE PUBLIC CHARITY UNRESTRICTED 3,600
    JAFCO (JEWISH ADOPTION AND FOSTER CARE OPTIONS)
    4200 NORTH UNIVERSITY DRIVE
    SUNRISE,FL33351     		NONE PUBLIC CHARITY UNRESTRICTED 18
    JCHAI
    21 BALA AVE
    BALA CYNWYD,PA19004     		NONE PUBLIC CHARITY UNRESTRICTED 5,000
    JEWISH FAMILY AND CHILDREN'S SERVICE
    2100 ARCH STREET 5TH FLOOR
    PHILADELPHIA,PA19103     		NONE PUBLIC CHARITY UNRESTRICTED 2,540
    JEWISH FEDERATION OF GREATER PHILADELPHIA
    2101 STRAHLE STREET
    PHILADELPHIA,PA19152     		NONE PUBLIC CHARITY UNRESTRICTED 28,966
    JEWISH RELIEF AGENCY
    10980 DUTTON ROAD
    PHILADELPHIA,PA19154     		NONE PUBLIC CHARITY UNRESTRICTED 3,600
    JUVENILE DIABETES RESEARCH FOUNDATION
    26 BROADWAY
    NEW YORK,NY10004     		NONE PUBLIC CHARITY UNRESTRICTED 1,250
    KEEP MEMORY ALIVE
    888 W BONNEVILLE AVE
    LAS VEGAS,NV89106     		NONE PUBLIC CHARITY UNRESTRICTED 100
    KELLMAN BROWN ACADEMY
    1007 LAUREL OAK RD
    VOORHEES TOWNSHIP,NJ08043     		NONE PUBLIC CHARITY UNRESTRICTED 1,800
    KIMMEL CANCER CENTER AT JEFFERSON
    233 SOUTH 10TH ST STE 1050
    PHILADELPHIA,PA19107     		NONE PUBLIC CHARITY UNRESTRICTED 10,000
    KLEHR HILLEL - FRANKLIN & MARSHALL
    645 COLLEGE AVE
    LANCASTER,PA17603     		NONE PUBLIC CHARITY UNRESTRICTED 1,000
    KLEINLIFE
    10100 JAMISON AVE
    PHILADELPHIA,PA19116     		NONE PUBLIC CHARITY UNRESTRICTED 1,000
    LBI FOUNDATION OF THE ARTS & SCIENCES
    120 LONG BEACH BLVD
    LOVELADIES,NJ08008     		NONE PUBLIC CHARITY UNRESTRICTED 500
    LIGHTHOUSE INTERNATIONAL FILM FESTIVAL
    15 W 65TH STREET
    NEW YORK,NY10023     		NONE PUBLIC CHARITY UNRESTRICTED 1,000
    LIGUORI ACADEMY
    2343 EAST TUCKER STREET
    PHILADELPHIA,PA19125     		NONE PUBLIC CHARITY UNRESTRICTED 3,000
    LINDA CREED BREAST CANCER FOUNDATION
    614 S 8TH STRETT 277
    PHILADELPHIA,PA19147     		NONE PUBLIC CHARITY UNRESTRICTED 1,000
    IMPACT100 PHILADELPHIA
    PO BOX 275
    WYNNEWOOD,PA19096     		NONE PUBLIC CHARITY UNRESTRICTED 1,150
    LONG BEACH ISLAND TOWNSHIP PBA LOCAL #373
    PO BOX 2315
    LONG BEACH TOWNSHIP,NJ08008     		NONE PUBLIC CHARITY UNRESTRICTED 100
    MACCABI USA
    1511 WALNUT STREET 401
    PHILADELPHIA,PA19102     		NONE PUBLIC CHARITY UNRESTRICTED 1,000
    MAIN LINE HEALTH - LIMR
    100 EAST LANCASTER AVE
    WYNNEWOOD,PA19096     		NONE PUBLIC CHARITY UNRESTRICTED 2,500
    MANNA METROPOLITAN AREA NEIGHBORHOOD NUTRITION ALLIANCE
    2323 RANSTEAD STREET
    PHILADELPHIA,PA19103     		NONE PUBLIC CHARITY UNRESTRICTED 100
    MASS GENERAL HOSPITAL
    55 FRUIT ST
    BOSTON,MA02114     		NONE PUBLIC CHARITY UNRESTRICTED 100
    MEMORIAL SLOAN KETTERING (MSK)
    1275 YORK AVENUE
    NEW YORK,NY10065     		NONE PUBLIC CHARITY UNRESTRICTED 500
    MILTON GOTTESMAN JEWISH DAY SCHOOL OFTHE N
    6045 16TH STREETNW
    WASHINGTON,DC20011     		NONE PUBLIC CHARITY UNRESTRICTED 500
    MINDING YOUR MIND
    42 WEST LANCASTER AVE SECOND FLOOR
    ARDMORE,PA19003     		NONE PUBLIC CHARITY UNRESTRICTED 1,800
    MULTIPLE MYELOMA RESEARCH
    383 MAIN AVE 5TH FL
    NORWALK,CT06581     		NONE PUBLIC CHARITY UNRESTRICTED 1,000
    MY JEWISH LEARNING
    24 W 30TH ST
    NEW YORK,NY10001     		NONE PUBLIC CHARITY UNRESTRICTED 100
    NAMI
    4301 WILSON BLVD SUITE 300
    ARLINGTON,VA22203     		NONE PUBLIC CHARITY UNRESTRICTED 250
    NETWORK FOR GOOD
    1140 CONNECTICUT AVE NW
    WASHINGTON,DC20036     		NONE PUBLIC CHARITY UNRESTRICTED 185
    NYU WAGNER SCHOOL
    295 LAFAYETTE ST
    NEW YORK,NY10012     		NONE PUBLIC CHARITY UNRESTRICTED 100
    ONE TABLE
    79 MADISON AVE NO FL 4
    NEW YORK,NY100167805     		NONE PUBLIC CHARITY UNRESTRICTED 1,800
    OROT
    7601 OLD YORK ROAD
    MELROSE PARKEITHVILLE,PA19027     		NONE PUBLIC CHARITY UNRESTRICTED 1,800
    OTEGO
    209 MAIN STREET
    OTEGO,NY13825     		NONE PUBLIC CHARITY UNRESTRICTED 500
    OUR CLOSET
    2100 ARCH STREET 5TH FLOOR
    PHILADELPHIA,PA19428     		NONE PUBLIC CHARITY UNRESTRICTED 1,000
    PENNSYLVANIA ACADEMY OF THE FINE ARTS
    118-128 N BROAD STREET
    PHILADELPHIA,PA19102     		NONE PUBLIC CHARITY UNRESTRICTED 1,000
    PERELMAN JEWISH DAY SCHOOL
    49 HAVERFORD ROAD
    WYNNEWOOD,PA19096     		NONE PUBLIC CHARITY UNRESTRICTED 2,500
    PHILADELPHIA MUSEUM OF ART
    2600 BENJAMIN FRANKLIN PARKWAY
    PHILADELPHIA,PA19130     		NONE PUBLIC CHARITY UNRESTRICTED 16,900
    PHILADELPHIA RONALD MCDONALD HOUSE
    3925 CHESTNUT STREET
    PHILADELPHIA,PA19104     		NONE PUBLIC CHARITY UNRESTRICTED 120
    PHILADELPHIA VIP
    1500 WALNUT STREET SUITE 400
    PHILADELPHIA,PA19102     		NONE PUBLIC CHARITY UNRESTRICTED 750
    PHILLY FIGHTS CANCER
    1300 CHESTNUT ST APT 504
    PHILADELPHIA,PA19107     		NONE PUBLIC CHARITY UNRESTRICTED 5,000
    PLANNED PARENTHOOD
    1144 LOCUST STREET
    PHILADELPHIA,PA19107     		NONE PUBLIC CHARITY UNRESTRICTED 3,500
    PROJECT HOME
    1515 FAIRMONT AVENUE
    PHILADELPHIA,PA19104     		NONE PUBLIC CHARITY UNRESTRICTED 12,000
    QUOGUE WILDLIFE REFUGE
    3 OLD COUNTRY ROAD
    QUOGUE,NY11959     		NONE PUBLIC CHARITY UNRESTRICTED 350
    RAVITZ FAMILY FOUNDATION
    600 KINGS HWY N
    CHERRY HILL,NJ08034     		NONE PUBLIC CHARITY UNRESTRICTED 10,000
    ROHR CHABAD STUDENT CENTER
    1024 HARRISBURG PIKE
    LANCASTER,PA17603     		NONE PUBLIC CHARITY UNRESTRICTED 500
    RONALD MCDONALD HOUSE - NYC
    405 E 73RD ST
    NEW YORK,NY10021     		NONE PUBLIC CHARITY UNRESTRICTED 2,958
    SAIL MARTHA'S VINEYARD
    79 BEACH ROAD
    VINEYARD HAVEN,MA02568     		NONE PUBLIC CHARITY UNRESTRICTED 500
    SCHOLARSHIP AMERICA
    1101 17TH STREET NW SUITE 300
    WASHINGTON,DC20036     		NONE PUBLIC CHARITY UNRESTRICTED 8,400
    SPRINGSIDE CHESTNUT HILL ACADEMY
    500 W WILLOW GROVE AVENUE
    PHILAPELPHIA,PA19118     		NONE PUBLIC CHARITY UNRESTRICTED 500
    SSP SHARE FOOD
    2901 W HUNTING PARK AVENUE
    PHILADELPHIA,PA19129     		NONE PUBLIC CHARITY UNRESTRICTED 5,000
    TEAM IMPACT
    500 VICTORY ROAD
    QUINCY,MA02171     		NONE PUBLIC CHARITY UNRESTRICTED 5,000
    THE BARNES FOUNDATION
    2025 BENJAMIN FRANKLIN PARKWAY
    PHILADELPHIA,PA19130     		NONE PUBLIC CHARITY UNRESTRICTED 25,000
    THE FRIENDSHIP CIRCLE
    754 SOUTH 9TH ST
    PHILADELPHIA,PA19147     		NONE PUBLIC CHARITY UNRESTRICTED 3,600
    THE HUMANE SOCIETY
    1255 23RD STREET NW SUITE 450
    WASHINGTON,DC20037     		NONE PUBLIC CHARITY UNRESTRICTED 100
    THE LOVELAND FOUNDAATION
    2575 E COUNTY ROAD 2300
    LA HARPE,IL641509014     		NONE PUBLIC CHARITY UNRESTRICTED 500
    THE RED NOSE DAY FUND
    28 LIBERTY STREET SUITE 35 FL
    NEW YORK,NY10005     		NONE PUBLIC CHARITY UNRESTRICTED 700
    THE UNIVERSITY OF THE ARTS
    320 S BROAD ST
    PHILADELPHIA,PA19102     		NONE PUBLIC CHARITY UNRESTRICTED 2,500
    THOMAS JEFFERSON UNIVERSITY HOSPITAL
    1020 WALNUT STREET
    PHILADELPHIA,PA19107     		NONE PUBLIC CHARITY UNRESTRICTED 25,000
    THON
    227D HUB
    UNIVERSITY PARK,PA16802     		NONE PUBLIC CHARITY UNRESTRICTED 500
    TUFTS HILLEL
    GRANOFF FAMILY HILLEL CTR 220
    PACKARD AVE
    MEDFORD,MA02155     		NONE PUBLIC CHARITY UNRESTRICTED 5,000
    UPMASA
    123 HAMPSHIRE DRIVE
    DEPTFORD,NJ08096     		NONE PUBLIC CHARITY UNRESTRICTED 1,500
    VETRI COMMUNITY PARTNERSHIP
    211 N 13TH ST 303
    PHILADELPHIA,PA19107     		NONE PUBLIC CHARITY UNRESTRICTED 2,500
    WHYY
    INDEPENDENCE MALL WEST 150 N 6TH
    STREET
    PHILADELPHIA,PA19106     		NONE PUBLIC CHARITY UNRESTRICTED 100
    WORLD CENTRAL KITCHEN
    1625 EYE STREET NW
    WASHINGTON,DC20006     		NONE PUBLIC CHARITY UNRESTRICTED 2,500
    YESHIVA UNIVERSITY - FERKAUF GRADUATE SCHOOL
    500 WEST 185TH ST
    NEW YORK,NY10033     		NONE PUBLIC CHARITY UNRESTRICTED 5,000
    THOMAS CARDELLA (GREEN BAY PACKERS FOUNDATION)
    PO BOX 10628
    GREEN BAY,WI543070628     		NONE PUBLIC CHARITY UNRESTRICTED 500
    Total .................................bullet 3a 426,480
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 ...........     		    14 121,957  
    4 Dividends and interest from securities....     14 82,996  
    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 ............     		    18 24,603  
    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).. 0 229,556 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    229,556
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    THE SARAMAR CHARITABLE FUND
    EIN:
    25-6839698
    Name of Bond End of Year Book Value End of Year Fair Market Value
    WALMART STORES 4.2505% DUE 4/15/2021 54,045 50,500
    WALMART STORE 3.550% DUE 6/26/2025 100,917 113,236
    US BANCORP 2.375% DUE 7/22/2026 46,567 47,076
    US BANCORP 2.375% DUE 7/22/2026 45,523 61,183
    STATE STREET CORP SR UNSEC 3.875% DUE 03/07/2021 51,512 50,357
    STATE OF ISRAEL 5YR MAZEL TOV BOND 4.380% DUE 11/01/2023 2,500 2,453
    PROCTER AND GAMBLE 2.700% DUE 2/2/2026 96,867 110,922
    JOHNSON & JOHNSON UNSC 3.375% DUE 12/05/2023 101,463 109,281
    INTERNATIONAL BUSINESS MACH CORP 7.000% DUE 10/30/2025 60,260 64,977
    COLGATE PALMOLIVE CO 3.250% DUE 05/03/2022 50,063 54,520
    BERKSHIRE HATHAWAY 3.000% DUE 05/15/2022 50,606 51,153
    BERKSHIRE HATHAWAY 3.000% DUE 05/15/2022 77,322 78,615
    BANK OF NEW YORK MELLON 3.65 DUE 2/4/2024 51,902 54,823

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    THE SARAMAR CHARITABLE FUND
    EIN:
    25-6839698
    US Government Securities - End of Year Book Value:

    1,210,494
    US Government Securities - End of Year Fair Market Value:

    1,791,548
    State & Local Government Securities - End of Year Book Value:


    1,862,903
    State & Local Government Securities - End of Year Fair Market Value:


    2,001,515


    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE SARAMAR CHARITABLE FUND
    EIN:
    25-6839698
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    WELLS FARGO BANK NA 03.300% DUE 9/14/2023 FMV 49,775 54,235
    VANGUARD ST INVESTMENT GRADE FMV 150,000 153,479
    VANGUARD FTSE EMERGING MARKETS FMV 126,131 164,862
    SYNCHRONY BANK 3.300% DUE 7/25/2024 FMV 74,598 82,703
    STATE OF ISRAEL 4.220% DUE 10/01/2023 FMV 2,500 2,446
    STATE OF ISRAEL 3.860% DUE 3/01/2023 FMV 5,000 4,884
    MIDCAP SPDR TRUST FMV 72,955 325,438
    ISHARES TR S&P SMALLCAP FMV 188,390 606,540
    ISHARES TR RUSSELL 1000 INDEX FUND FMV 158,129 601,626
    ISHARES TR MSCI EAFE FMV 395,372 507,802
    GOLDMAN SACHS BANK 2.400% DUE 10/21/2021 FMV 49,700 50,972
    GATEWAY TRUST GATEWAY FUND CLASS Y FMV 162,716 219,806
    DISCOVER BANK 2.400% DUE 10/07/2022 FMV 49,563 52,040
    CITIBANK NA 3.400% DUE 8/25/2025 FMV 69,468 79,629
    ISHARES RUSSEL 2000 VALUE ETF FMV 99,867 108,035
    VANGUARD INDEX FUND ETF FMV 283,067 361,562
    EATON VANCE ATLANTA CAPITAL SMID FUND FMV 100,000 97,107
    CORE MSCI EUROPE ETF FMV 225,026 245,375
    ISHARES CORE MSCI PACIFIC ET ETF FMV 225,032 253,171
    ISHARES CORE MSCI EMERGING MARKETS FMV 275,265 336,567
    ISHARES CORE S&P MID-CAP ETF FMV 151,797 193,287
    STATE OF ISRAEL 3.040% DUE 11/01/2025 FMV 2,500 2,302
    STATE OF ISRAEL 3.040% DUE 11/01/2024 FMV 2,500 2,324

    TY 2020 OtherDecreasesSchedule
    Name:
    THE SARAMAR CHARITABLE FUND
    EIN:
    25-6839698
    Description Amount
    TAX COST ADJUSTMENTS 9,881


    TY 2020 OtherExpensesSchedule
    Name:
    THE SARAMAR CHARITABLE FUND
    EIN:
    25-6839698
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PA FILING FFES 15 15 0 0
    BANKING AND FINANCE FEES 8,454 8,454 0 0
    MISCELLANEOUS 3,364 0 0 3,364


    TY 2020 TaxesSchedule
    Name:
    THE SARAMAR CHARITABLE FUND
    EIN:
    25-6839698
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 2,980 2,980 0 0
    FEDERAL TAXES PAID 2,000 2,000 0 0