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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
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$3,187,274J 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) 1,957,130
2 Check bullet.............
3 Interest on savings and temporary cash investments 17 17  
4 Dividends and interest from securities... 11,507 11,507  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 395,190
b Gross sales price for all assets on line 6a 580,984
7 Capital gain net income (from Part IV, line 2)... 397,456
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 7,675 0  
12 Total. Add lines 1 through 11........ 2,371,519 408,980  
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 787 746   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 562 562   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,349 1,308   0
25 Contributions, gifts, grants paid....... 694,313 694,313
26 Total expenses and disbursements. Add lines 24 and 25 695,662 1,308   694,313
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,675,857
b Net investment income (if negative, enter -0-) 407,672
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 99,342 106,359 106,359
2 Savings and temporary cash investments......... 75,717 16,438 16,438
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)....... 1,946,090 Click to see attachment3,292,749 3,064,477
c Investments—corporate bonds (attach schedule)....... 10,000 0 0
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
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) 2,131,149 3,415,546 3,187,274
Liabilities 17 Accounts payable and accrued expenses.......... 7,790 29,217
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 attachment1,410 Click to see attachment1,412
23 Total liabilities (add lines 17 through 22)......... 9,200 30,629
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 2,121,949 3,384,917
29 Total net assets or fund balances (see instructions)..... 2,121,949 3,384,917
30 Total liabilities and net assets/fund balances (see instructions). 2,131,149 3,415,546
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
2,121,949
2
Enter amount from Part I, line 27a .....................
2
1,675,857
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,797,806
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
412,889
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,384,917
Form 990-PF (2021)
Form 990-PF (2021)
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 PLAINS ALL AMERICAN PIPELINE LP      
b K-1 ENERGY TRANSFER LP      
c K-1 GLOBAL PARTNERS LP      
d K-1 ENTERPRISE PRODUCT PARTNERS LP      
e K-1 DCP MIDSTREAM LP      
K-1 1231 GAIN      
PUBLICLY TRADED SECURITIES      
PUBLICLY TRADED SECURITIES-ORDINARY INCOME ADJ      
CAPITAL GAINS DIVIDENDS P    
(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     2,269 -2,269
b     35 -35
c 155     155
d     117 -117
e       0
2,266     2,266
579,468   163,614 415,854
    19,759 -19,759
1,361     1,361
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       -2,269
b       -35
c       155
d       -117
e       0
      2,266
      415,854
      -19,759
      1,361
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 2 397,456
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 5,667
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 5,667
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 12,215
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 12,215
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 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 6,548
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet6,548 RefundedBullet 11 0
Part VI-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
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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    1,587,177
    b
    Average of monthly cash balances.......................
    1b
    268,303
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,855,480
    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
    1,855,480
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    27,832
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    1,827,648
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    91,382
    Part X
    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 IX, line 6..................
    1
    91,382
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    5,667
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,667
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    85,715
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    85,715
    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 XII, line 1 ...
    7
    85,715
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 85,715
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 712,148
    b From 2017...... 712,101
    c From 2018...... 651,931
    d From 2019...... 702,635
    e From 2020...... 557,667
    f Total of lines 3a through e ........ 3,336,482
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 694,313
    a Applied to 2020, 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 2021 distributable amount..... 85,715
    e Remaining amount distributed out of corpus 608,598
    5 Excess distributions carryover applied to 2021. 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 3,945,080
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		712,148
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		3,232,932
    10 Analysis of line 9:
    a Excess from 2017.... 712,101
    b Excess from 2018.... 651,931
    c Excess from 2019.... 702,635
    d Excess from 2020.... 557,667
    e Excess from 2021.... 608,598
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    A TIME
    1310 48TH STREET 406
    BROOKLYN,NY11219     		  PC GENERAL CHARITABLE PURPOSES 540
    AGUDATH MAOS CHITIM FUND
    6022 OVERBROOK AVENUE
    PHILADELPHIA,PA19131     		  PC GENERAL CHARITABLE PURPOSES 360
    AISH CHAIM
    345 MONTGOMERY AVENUE
    BALA CYNWYD,PA19004     		  PC GENERAL CHARITABLE PURPOSES 1,800
    ALGEMEINER
    208 EAST 51ST STREET STE 185
    NEW YORK,NY10022     		  PC GENERAL CHARITABLE PURPOSES 1,000
    ALL4ISRAEL
    764 NEW BRIDGE ROAD APT 2U
    TEANECK,NY07665     		  PC GENERAL CHARITABLE PURPOSES 10,000
    ALS ASSOCIATION THE GREATER PHILA CHAPTER
    321 NORRISTOWN RD STE 260
    AMBLER,PA19002     		  PC GENERAL CHARITABLE PURPOSES 1,800
    AMERICAN ASSOCIATES BEN GURION UNIV
    261 OLD YORK ROAD 417A
    JENKINTOWN,PA19406     		  PC GENERAL CHARITABLE PURPOSES 100
    AMERICAN CANCER SOCIETY
    1818 MARKET STREET SUITE 2920
    PHILADELPHIA,PA19103     		  PC GENERAL CHARITABLE PURPOSES 100
    AMERICAN FRIENDS OF ALYN HOSPITAL
    122 E 42ND ST 1519
    NEW YORK,NY10168     		  PC GENERAL CHARITABLE PURPOSES 360
    AMERICAN FRIENDS OF CHABAD OF THAILAND
    80 SHORE ROAD
    PORT WASHINGTON,NY11050     		  PC GENERAL CHARITABLE PURPOSES 360
    AMERICAN FRIENDS OF DARCHE NOAM
    176-25 UNION TURNPIKE STE 336
    FRESH MEADOWS,NY11336     		  PC GENERAL CHARITABLE PURPOSES 2,800
    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 1,800
    AMERICAN FRIENDS OF NEFESH HACHAIM
    10 MEADOW LANE
    MONSEY,NY10952     		  PC GENERAL CHARITABLE PURPOSES 720
    AMERICAN FRIENDS OF SHALVA
    315 FIFTH AVENUE 6TH FL
    NEW YORK,NY10016     		  PC GENERAL CHARITABLE PURPOSES 1,000
    AMERICAN FRIENDS OF YAD ELIEZER
    410 GLENN ROAD
    JACKSON,NJ08527     		  PC GENERAL CHARITABLE PURPOSES 360
    AMERICAN FRIENDS OF YESHIVAT HAKOTEL
    5834 TYNDALL AVENUE
    BRONX,NY10471     		  PC GENERAL CHARITABLE PURPOSES 1,800
    AMERICAN JEWISH COMMITTEE
    30 SOUTH 15TH STREET SUITE 801
    PHILADELPHIA,PA19102     		  PC GENERAL CHARITABLE PURPOSES 1,250
    AMERICAN ZIONIST MOVEMENT
    40 WALL STREET SUITE 706
    NEW YORK,NY10005     		  PC GENERAL CHARITABLE PURPOSES 360
    AMIT CHILDREN INC
    49 W 37TH STREET 5TH FLOOR
    NEW YORK,NY10018     		  PC GENERAL CHARITABLE PURPOSES 180
    APT
    15 MAIN STREET SUITE 118
    WATERTOWN,MA02472     		  PC GENERAL CHARITABLE PURPOSES 5,000
    ASCENT-INNER DIMENSIONS OF JEWISH
    408 PARK AVENUE
    WOODBURY,NY11797     		  PC GENERAL CHARITABLE PURPOSES 10,002
    ASSOCIATION FOR ADULTS WITH DEVELOPENTAL DISABILITIES
    261 OLD YORK ROAD STE 530
    JENKINTOWN,PA19046     		  PC GENERAL CHARITABLE PURPOSES 750
    AUSCHWITZ-BIRKENAU MEMORIAL FOUNDATION
    483 TENTH AVENUE SUITE 425
    NEW YORK,NY10018     		  PC GENERAL CHARITABLE PURPOSES 5,000
    BEIS MIDRASH OF QUEENS CO YESHIVAT HESDER SHILOH
    17 FT GEORGE HILL APT 7J
    NEW YORK,NY100402516     		  PC GENERAL CHARITABLE PURPOSES 1,800
    BENSALEM JEWISH OUTREACH CENTER
    2446 BRISTOL ROAD
    BENSALEM,PA19020     		  PC GENERAL CHARITABLE PURPOSES 860
    BIKKUR CHOLIM OF PHILADELPHIA
    224 OLD LANCASTER ROAD
    MERION STATION,PA19066     		  PC GENERAL CHARITABLE PURPOSES 2,800
    BONEI OLAM
    1755 46TH STREET
    BROOKLYN,NY11204     		  PC GENERAL CHARITABLE PURPOSES 500
    BOYS TOWN JERUSALEM
    1 PENN PLAZA SUITE 6250
    NEW YORK,NY10119     		  PC GENERAL CHARITABLE PURPOSES 3,000
    CB COMMUNITY SCHOOLS
    4101 FREELAND AVENUE
    PHILADELPHIA,PA19128     		  PC GENERAL CHARITABLE PURPOSES 1,000
    CAMP SUNSHINE
    WOODLANDS CENTER 900 EAST EIGHT
    AVENUE
    KING OF PRUSSIA,PA19406     		  PC GENERAL CHARITABLE PURPOSES 1,000
    CASKEY TORAH ACADEMY
    742 ARGYLE ROAD
    WYNNEWOOD,PA19096     		  PC GENERAL CHARITABLE PURPOSES 1,072
    CENTRAL FUND OF ISRAEL
    461 CENTRAL AVENUE
    CEDARHURST,NY11516     		  PC GENERAL CHARITABLE PURPOSES 17,500
    CHABAD AT TEMPLE
    1428 NORTH BROAD STREET
    PHILADELPHIA,PA19121     		  PC GENERAL CHARITABLE PURPOSES 500
    CHABAD AT THE SHORE
    8223 FULTON AVE
    MARGATE,NJ08042     		  PC GENERAL CHARITABLE PURPOSES 1,500
    CHABAD LUBAVITCH OF CHESTER COUNTY
    946 N VALLEY FORGE ROAD
    DEVON,PA19333     		  PC GENERAL CHARITABLE PURPOSES 500
    CHABAD LUBAVITCH OF ROCKFORD NFP
    5180 GUILFORD ROAD
    ROCKFORD,IL61107     		  PC GENERAL CHARITABLE PURPOSES 10,000
    CHABAD LUBAVITCH OF UTAH
    1760 S 1100 E STE 2A
    SALT LAKE CITY,UT84105     		  PC GENERAL CHARITABLE PURPOSES 1,000
    CHABAD OF DELAWARE COUNTTY
    400 MARPLE ROAD
    BROOMALL,PA19008     		  PC GENERAL CHARITABLE PURPOSES 4,140
    CHABAD OF PERU
    1414 CARROL STREET
    BROOKLYN,NY11213     		  PC GENERAL CHARITABLE PURPOSES 1,000
    CHABAD OF THE MAIN LINE
    625 MONTGOMERY AVE
    MERION STATION,PA19066     		  PC GENERAL CHARITABLE PURPOSES 1,524
    CHABAD SERVING DREXEL
    3507 BARING STREET
    PHILADELPHIA,PA19104     		  PC GENERAL CHARITABLE PURPOSES 2,000
    CHAI LIFELINE
    5 AIRPORT ROAD
    LAKEWOOD,NJ08701     		  PC GENERAL CHARITABLE PURPOSES 1,800
    CHASDEI ELIYAHU
    200 HAVERFORD RD
    WYNNEWOOD,PA19096     		  PC GENERAL CHARITABLE PURPOSES 3,600
    CHERRY HILL COMMUNITY KOLLEL
    401 COOPER LANDING ROAD SUITE C-1
    CHERRY HILL,NJ080022538     		  PC GENERAL CHARITABLE PURPOSES 1,000
    CHESED FUND
    5701 MARIUS STREET
    MIAMI,FL33146     		  PC GENERAL CHARITABLE PURPOSES 2,080
    CHOFETZ CHAIM HERITAGE FOUNDATION
    361 SPOOK ROCK ROAD
    SUFFERN,NY10901     		  PC GENERAL CHARITABLE PURPOSES 180
    CJD FOUNDATION
    3634 W MARKET STREET 110
    AKRON,OH44333     		  PC GENERAL CHARITABLE PURPOSES 500
    COALITION FOR JEWISH VALUES
    2833 SMITH AVE STE 225
    BALTIMORE,MD21209     		  PC GENERAL CHARITABLE PURPOSES 6,000
    COLEL CHABAD CO RABBI PIEKARSKI
    806 EASTERN PARKWAY
    BROOKLYN,NY11213     		  PC GENERAL CHARITABLE PURPOSES 1,500
    COMMUNITY KASHRUS OF GREATER PHILADELPHIA
    2014 UPLAND WAY
    PHILADELPHIA,PA19131     		  PC GENERAL CHARITABLE PURPOSES 180
    CONGREGATION BETH HAMEDROSH
    200 HAVERFORD RD
    WYNNEWOOD,PA19096     		  PC GENERAL CHARITABLE PURPOSES 1,800
    CONGREGATION OF SHALOM
    835 DARBY PAOLI ROAD
    BERWYN,PA19312     		  PC GENERAL CHARITABLE PURPOSES 180
    CONGREGATION PIRCHEI SHOSHARIM
    600 REISTEROWN ROAD SUITE 401
    BALTIMORE,MD21208     		  PC GENERAL CHARITABLE PURPOSES 2,800
    CONGREGATION SHIVTEI YESHURON EZRAS ISRAEL DAILY GIVING
    2015 S 4TH STREET
    PHILADELPHIA,PA19148     		  PC GENERAL CHARITABLE PURPOSES 360
    CONGREGATION WHITE STREET
    82 KINGFIELD DRIVE
    LAKEWOOD,NJ08701     		  PC GENERAL CHARITABLE PURPOSES 180
    DAILY GIVING
    PO BOX 217
    TEANECH,NJ07665     		  PC GENERAL CHARITABLE PURPOSES 2,201
    DAMON RUNYON CANCER RESEARCH FUND
    55 BROADWAY STE 302
    NEW YORK,NY10006     		  PC GENERAL CHARITABLE PURPOSES 17,500
    EMILY'S ENTOURAGE
    PO BOX 71
    MERION STATION,PA19066     		  PC GENERAL CHARITABLE PURPOSES 2,500
    FEMAL HEBREY BENEVOLENT SOCIETY
    PO BOX 36806
    PHILADELPHIA,PA19107     		  PC GENERAL CHARITABLE PURPOSES 180
    FIRST SEDER
    PO BOX 74
    BALA CYNWYD,PA19004     		  PC GENERAL CHARITABLE PURPOSES 1,000
    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 1,800
    FRIENDS OF THE BARNES FOUNDATION
    7815 ST MARTINS LANE
    PHILADELPHIA,PA19118     		  PC GENERAL CHARITABLE PURPOSES 100
    FRIENDS OF THE UNITED HATZALAH
    208 EAST 51ST STREET STE 303
    NEW YORK,NY10022     		  PC GENERAL CHARITABLE PURPOSES 18,000
    GAN ISRAEL CHABAD (YUDI)
    3 EAGLE LANE
    GLENN MILLS,PA19342     		  PC GENERAL CHARITABLE PURPOSES 1,000
    GAN ISRAEL CHABAD
    1360 W INDIAN CREEK DRIVE
    WYNNEWOOD,PA19096     		  PC GENERAL CHARITABLE PURPOSES 10,000
    GIVING FUND - CHARITY
    12312 PORT GRACE BLVD
    LA VISTA,NE68128     		  PC GENERAL CHARITABLE PURPOSES 4
    GOLDEN SLIPPER CENTER FOR SENIORS
    3901 CONSHOHOCKEN AVENUE
    PHILDELPHIA,PA19131     		  PC GENERAL CHARITABLE PURPOSES 180
    GOLDEN SLIPPER CLUB & CHARITIES
    215 N PRESIDENTIAL BLVD 1ST FL
    BALA CYNWYD,PA190041201     		  PC GENERAL CHARITABLE PURPOSES 255
    GREATER MIAMI JEWISH FEDERATION
    4200 BISCAYNE BLVD
    MIAMI,FM33137     		  PC GENERAL CHARITABLE PURPOSES 5,000
    GUIDELINE SERVICES - CHABAD PENN WYNNE
    8 OVERBROOK PARKWAY
    WYNNEWOOD,PA19096     		  PC GENERAL CHARITABLE PURPOSES 10,700
    GUIDELINE SERVICES - MENACHEM SCHMIDT
    754 S 9TH STREET
    PHILADELPHIA,PA19147     		  PC GENERAL CHARITABLE PURPOSES 12,800
    HAPPY PURIM CO TEMPLE BETH HILLEL-BETH EL
    1001 REMINGTON ROAD
    WYNNEWOOD,PA190962399     		  PC GENERAL CHARITABLE PURPOSES 150
    HILLEL AT TEMPLE UNIVERSITY
    1441 NORRIS STREET
    PHILADELPHIA,PA19121     		  PC GENERAL CHARITABLE PURPOSES 1,800
    HOLOCAUST AWARENESS MUSEUM AND EDUCATION CENTER
    10100 JAMISON AVE
    PHILADELPHIA,PA19116     		  PC GENERAL CHARITABLE PURPOSES 1,800
    INDIAN AND FOREST ACRE ALUMNNI SCHO FND
    50 GRAND STREET APT 4R
    NEW YORK,NY10013     		  PC GENERAL CHARITABLE PURPOSES 6,800
    INTERNATIONAL AAE INC CO HOPE BARCUS
    160 PUTNAM PK
    GREENWICH,CT06830     		  PC GENERAL CHARITABLE PURPOSES 1,000
    INVESTIGATIVE PROJECT THE
    5614 CONNECTICUT AVE NW STE 341
    WASHINGTON,DC20015     		  PC GENERAL CHARITABLE PURPOSES 15,000
    ISRAEL CANCER CENTERS
    990 CEDERBRIDGE AVENUE SUITE B7
    BRICK,NJ08723     		  PC GENERAL CHARITABLE PURPOSES 360
    ISRAEL CANCER SUPPORT NETWORK
    111 CARLTON AVE S
    LAKEWOOD,NJ08701     		  PC GENERAL CHARITABLE PURPOSES 600
    ISRAEL GUIDE DOG CENTER FOR THE BLIND
    968 EASTON ROAD STE H
    WARRINGTON,PA19876     		  PC GENERAL CHARITABLE PURPOSES 1,000
    ISRAEL TENNIS CENTERS FOUNDATION
    165 E 56TH ST 2ND FLOOR
    NEW YORK,NY10022     		  PC GENERAL CHARITABLE PURPOSES 100
    JACK M BARRACK HEBREW ACADEMY
    272 SOUTH BRYN MAWR AVENUE
    BRYN MAWR,PA19010     		  PC GENERAL CHARITABLE PURPOSES 2,000
    JAFCO
    4200 NORTH UNIVERSITY DR
    SUNRISE,FL33351     		  PC GENERAL CHARITABLE PURPOSES 1,800
    JCHAI
    FEDERATION HALL274 SOUTH BRYN MAWR
    AVENUE
    BRYN MAWR,PA19010     		  PC GENERAL CHARITABLE PURPOSES 1,000
    JDRF - JUVENILE DIABETES RESEARCH FUND
    120 OLD GULPH ROAD
    WYNNEWOOD,PA19096     		  PC GENERAL CHARITABLE PURPOSES 750
    JEWISH COMMUNITY FEDERATION AND END FUND
    121 STEWARD STREET
    SAN FRANCISCO,CA94105     		  PC GENERAL CHARITABLE PURPOSES 360
    JEWISH FEDERATION OF ALLENTOWN
    702 N 22ND STREET
    ALLENTOWN,PA18104     		  PC GENERAL CHARITABLE PURPOSES 100
    JEWISH FEDERATION OF GREATER PHILADELPHIA
    2100 ARCH STREET
    PHILADELPHIA,PA19103     		  PC GENERAL CHARITABLE PURPOSES 36
    JEWISH HERITAGE PROGRAM
    4032 SPRUCE STREET
    PHILADELPHIA,PA19104     		  PC GENERAL CHARITABLE PURPOSES 28,600
    JEWISH NATIONAL FUND
    78 RANDALL AVENUE
    ROCKVILLE CENTRE,NY11570     		  PC GENERAL CHARITABLE PURPOSES 100
    JEWISH NEWS SYNDICATE
    PO BOX 610100
    NEWTON HIGHLANDS,MA02461     		  PC GENERAL CHARITABLE PURPOSES 1,000
    JEWISH RELIEF AGENCY
    225 E CITY AVE STE 210
    BALA CYNWYD,PA190041274     		  PC GENERAL CHARITABLE PURPOSES 127,000
    KAISERMAN JCC
    45 HAVERFORD ROAD
    WYNNEWOOD,PA19096     		  PC GENERAL CHARITABLE PURPOSES 100
    KAVOD
    1779 KIRBY PKWY
    MEMPHIS,TN38138     		  PC GENERAL CHARITABLE PURPOSES 19,000
    KEN'S KREW INC
    PO BOX 180115
    BROOKLYN,NY11218     		  PC GENERAL CHARITABLE PURPOSES 36
    KESHER YEHUDI
    962 MIDWOOD ROAD
    WOODMERE,NY11598     		  PC GENERAL CHARITABLE PURPOSES 1,800
    KLEINLIFE
    1600 MARKET ST STE 3150
    PHILADELPHIA,PA19103     		  PC GENERAL CHARITABLE PURPOSES 5,000
    KOHELET YESHIVA HIGH SCHOOL
    223 N HIGHLAND AVE
    MERION STATION,PA19066     		  PC GENERAL CHARITABLE PURPOSES 4,000
    KOSLOFF TORAH ACADEMY
    50 MONTGOMERY AVENUE
    BALA CYNWYD,PA19004     		  PC GENERAL CHARITABLE PURPOSES 11,140
    LEUKEMIA & LYMPHOMA SOCIETY THE
    1311 MAMARONECK AVENUE STE 310
    WHITE PLAINS,NY10605     		  PC GENERAL CHARITABLE PURPOSES 2,000
    LEV LAVEV ORPHANAGE
    3 COLLEGE ROAD 101
    MONSEY,NY10952     		  PC GENERAL CHARITABLE PURPOSES 360
    LONGPORT SCHOLARSHIP FUND CO LYNN BAUMGARDNER
    3012 ATLANTIC AVE
    LONGPORT,NJ08403     		  PC GENERAL CHARITABLE PURPOSES 500
    LOWER MERION COMMUNITY MIKVAH
    111 UNION AVENUE
    BALA CYNWYD,PA19004     		  PC GENERAL CHARITABLE PURPOSES 720
    LOWER MERION SYNAGOGUE
    123 OLD LANCASTER AVE
    BALA CYNWYD,PA19004     		  PC GENERAL CHARITABLE PURPOSES 1,760
    LUBAVITCH OF BUCKS COUNTY
    25 NORTH STATE STREET
    NEWTOWN,PA189409444     		  PC GENERAL CHARITABLE PURPOSES 2,700
    LUBAVITCH OF MONTGOMERY COUNTY
    1311 FORT WASHINGTON AVENUE
    FORT WASHINGTON,PA19034     		  PC GENERAL CHARITABLE PURPOSES 3,600
    MADD NATIONAL PROCESSING CENTER
    PO BOX 7005
    PRESCOTT,AZ863047005     		  PC GENERAL CHARITABLE PURPOSES 100
    MARINE TOYS FOR TOTS FOUNDATION
    PO BOX 4002036
    DES MOINES,IA503402036     		  PC GENERAL CHARITABLE PURPOSES 250
    MCCC FOUNDATION
    340 DEKALB PIKE
    BLUE BELL,PA19422     		  PC GENERAL CHARITABLE PURPOSES 500
    MERAKEY FOUNDATION
    620 GERMANTOWN PIKE
    LAFAYETTE HILL,PA19444     		  PC GENERAL CHARITABLE PURPOSES 250
    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 50,696
    MIDDLE EAST FORUM
    1650 MARKET STREET 3600
    PHILADELPHIA,PA19103     		  PC GENERAL CHARITABLE PURPOSES 1,000
    MINDING YOUR MIND FOUNDATION
    124 SIBLEY AVENUE
    ARDMORE,PA19003     		  PC GENERAL CHARITABLE PURPOSES 73,000
    MOMENTUM UNLIMITED
    6101 EXECUTIVE BOULEVARD 240
    ROCKVILLE,MD20852     		  PC GENERAL CHARITABLE PURPOSES 1,800
    MORRIS ACE FOR A CURE CO J ROBERT MORRIS
    PO BOX 190
    ARDMORE,PA19003     		  PC GENERAL CHARITABLE PURPOSES 1,500
    MORSELIFE FOUNDATION
    4847 DAVID S MACK DRIVE
    WEST PALM BEACH,FL33417     		  PC GENERAL CHARITABLE PURPOSES 10,000
    NCSY
    117 BRYN MAWR AVE
    BALA CYNWYD,PA19004     		  PC GENERAL CHARITABLE PURPOSES 1,540
    NER ISRAEL RABBINICAL COLLEGE
    400 MOUNT WILSON LANE
    BALTIMORE,MD21208     		  PC GENERAL CHARITABLE PURPOSES 1,000
    NEVE YERUSHALAYIM
    45 TAMARACK LANE
    POMONA,NY10970     		  PC GENERAL CHARITABLE PURPOSES 456
    NO LEFT TURN
    1318 CLUB HOUSE ROAD
    GLADWYNE,PA19035     		  PC GENERAL CHARITABLE PURPOSES 5,000
    OAKMONT FIRE COMPANY #1
    23 WEST BENEDICT AVENUE
    HAVERTOWN,PA190832303     		  PC GENERAL CHARITABLE PURPOSES 50
    OHR HA TORAH
    36 RECTOR CT
    BERGENFIELD,NJ07621     		  PC GENERAL CHARITABLE PURPOSES 720
    OHR NOSSON
    40 TWELFTH STREET
    LAKEWOOD,NJ08701     		  PC GENERAL CHARITABLE PURPOSES 1,000
    ONE ISRAEL FUND
    445 CENTRAL AVENUE STE 210
    CEDARHURST,NY11516     		  PC GENERAL CHARITABLE PURPOSES 1,000
    OPEN DOOR MEDIA
    11110 W OAKLAND PARK BLVD SUITE 288
    SUNRISE,FL33351     		  PC GENERAL CHARITABLE PURPOSES 3,333
    OROT
    7601 OLD YORK ROAD
    MELROSE PARK,PA19027     		  PC GENERAL CHARITABLE PURPOSES 5,000
    OUR PLACE IN NEW YORK
    44 WALL STREET 2ND FL
    NEW YORK,NY10005     		  PC GENERAL CHARITABLE PURPOSES 1,360
    PALM BEACH SYNAGOGUE
    120 NORTH COUNTY ROAD
    PALM BEACH,FL33480     		  PC GENERAL CHARITABLE PURPOSES 1,630
    PERELMAN JEWISH DAY SCHOOL
    49 HAVERFORD RD
    WYNNEWOOD,PA19096     		  PC GENERAL CHARITABLE PURPOSES 2,500
    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
    PHILLY FRIENDSHIP CIRCLE
    754 S 9TH STREET
    PHILADELPHIA,PA19147     		  PC GENERAL CHARITABLE PURPOSES 1,080
    PMA CRAFT SHOW
    PO BOX 7646
    PHILADELPHIA,PA191017646     		  PC GENERAL CHARITABLE PURPOSES 350
    PROJECT SHORESH
    15 HART ST
    PROVIDENCE,RI02906     		  PC GENERAL CHARITABLE PURPOSES 860
    PROVIDENCE HEBREW DAY
    450 ELMGROVE AVE
    PROVIDENCE,RI02906     		  PC GENERAL CHARITABLE PURPOSES 360
    PTACH
    6038 OVERBROOK AVENUE
    PHILADELPHIA,PA19131     		  PC GENERAL CHARITABLE PURPOSES 540
    ROHR CENTER FOR JEWISH LIFE
    780 COLLEGE AVE
    HAVERFORD,PA19041     		  PC GENERAL CHARITABLE PURPOSES 2,880
    SAMUEL D COZEN MEMORIAL FUND
    1 LIBERTY PLACE 28TH FL 1650 MARKET
    ST
    PHILADELPHIA,PA19103     		  PC GENERAL CHARITABLE PURPOSES 500
    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
    STAND WITH US
    123 S BROAD STREET SUITE 1832
    PHILADELPHIA,PA19109     		  PC GENERAL CHARITABLE PURPOSES 1,000
    STEPHEN SILLER TUNNEL TO TOWERS FUND
    2361 HYLAN AVENUE
    STATEN ISLAND,NY10306     		  PC GENERAL CHARITABLE PURPOSES 10,000
    TALMUDICAL ACADEMY OF BALTIMORE
    4445 OLD COURT ROAD
    BALTIMORE,MD21208     		  PC GENERAL CHARITABLE PURPOSES 500
    TALMUDICAL YESHIVA OF PHILADELPHIA
    6063 DREXEL ROAD
    PHILADELPHIA,PA19131     		  PC GENERAL CHARITABLE PURPOSES 3,780
    TEMPLE BETH HILLEL-BETH EL
    1001 REMINGTON ROAD
    WYNNEWOOD,PA190962399     		  PC GENERAL CHARITABLE PURPOSES 2,995
    TORAH TMIMAH CONGREGATION
    444 N HIGHLAND AVE
    MERION STATION,PA19066     		  PC GENERAL CHARITABLE PURPOSES 1,800
    TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
    3535 MARKET STREET STE 750
    PHILADELPHIA,PA19104     		  PC GENERAL CHARITABLE PURPOSES 180
    VAAD HARABANIM LEINYANEI TZEDAKAH
    600 REISTEROWN ROAD SUITE 401
    BALTIMORE,MD21208     		  PC GENERAL CHARITABLE PURPOSES 1,000
    YAD ERZA V'SHULAMIT
    3470 WILSHIRE BLVD STE 1020
    LOS ANGELES,CA90010     		  PC GENERAL CHARITABLE PURPOSES 1,100
    YAIDEI SCLUCHEI HAREBBE
    353 KINGSTON AVE SUITE 302
    BROOKLYN,NY11213     		  PC GENERAL CHARITABLE PURPOSES 1,800
    YESHIVAL NESIVOS HATORA
    655 PRINCETON AVE
    LAKEWOOD,NJ08701     		  PC GENERAL CHARITABLE PURPOSES 1,000
    YOUNG ISRAEL OF MARGATE
    8401 VENTNOR AVE
    MARGATE,NJ08402     		  PC GENERAL CHARITABLE PURPOSES 1,000
    YOUNG ISRAEL OF OC
    150 WAUKENA AVE
    OCEANSIDE,NY11572     		  PC GENERAL CHARITABLE PURPOSES 540
    YOUNG ISRAEL OF THE MAIN LINE
    273 MONTGOMERY AVENUE
    BALA CYNWYD,PA19004     		  PC GENERAL CHARITABLE PURPOSES 4,303
    YOUNG ISRAEL OF WAVECREST BAYSWATER
    2716 HEALY AVE
    QUEENS,NY11691     		  PC GENERAL CHARITABLE PURPOSES 360
    YOUNG JEWISH CONSERVATIVES
    2480 BRIARCLIFF ROAD STE 6-181
    ATLANTA,GA30329     		  PC GENERAL CHARITABLE PURPOSES 1,000
    ZIONIST ORGANIZATION OF AMERICA
    633 THIRD AVEENUE SUITE 31-B
    NEW YORK,NY10017     		  PC GENERAL CHARITABLE PURPOSES 21,360
    ZIONIST ORGANIZATION OF AMERICA
    ONE BELMONT AVE SUITE 324
    BALA CYNWYD,PA19004     		  PC GENERAL CHARITABLE PURPOSES 2,000
    Total .................................bullet 3a 694,313
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 17  
    4 Dividends and interest from securities ....          
    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 -2,266 18 397,456  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aK-1 DCP MIDSTREAM     		523000 -2,439      
    bK-1 ENERGY TRANSFER LP 523000 4,361      
    cK-1 ENTERPRISE PRODUCTS PARTNERS LP 523000 -2,047      
    dK-1 GLOBAL PARTNERS LP 523000 -5,554      
    eK-1 MAGELLAN MIDSTREAM PARTNERS LP 523000 -2,214      
    fK-1 PLAINS ALL AMERICAN PIPELINE, L.P. 523000 -4,191      
    gK-1 DCP MIDSTREAM-ORDINARY INCOME RECLASS FROM CAPITAL GAINS 523000 19,759      
    12 Subtotal. Add columns (b), (d), and (e) .. 5,409 408,980 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    414,389
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    ERLBAUM FAMILY FOUNDATION
     
    Employer identification number

    23-2962563
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    ERLBAUM FAMILY FOUNDATION
          		Employer identification number
    23-2962563
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    JON ERLBAUM
    44 W LANCASTER AVENUE SUITE 110
     
    ARDMORE, PA19003

    		$ 25,273


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    MARC ERLBAUM
    44 W LANCASTER AVENUE SUITE 110
     
    ARDMORE, PA19003

    		$ 25,273


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    DANIEL ERLBAUM
    44 W LANCASTER AVENUE SUITE 110
     
    ARDMORE, PA19003

    		$ 91,173


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    DANIEL ERLBAUM
    44 W LANCASTER AVENUE SUITE 110
     
    ARDMORE, PA19003

    		$ 111,014


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
    JON ERLBAUM
    44 W LANCASTER AVENUE SUITE 110
     
    ARDMORE, PA19003

    		$ 17,645


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    6
    MARC ERLBAUM
    44 W LANCASTER AVENUE SUITE 110
     
    ARDMORE, PA19003

    		$ 17,645


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Name of organization
    ERLBAUM FAMILY FOUNDATION
          		Employer identification number
    23-2962563
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    7
    DANIEL ERLBAUM
    44 W LANCASTER AVENUE SUITE 110
     
    ARDMORE, PA19003

    		$ 141,158


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    8
    JON ERLBAUM
    44 W LANCASTER AVENUE SUITE 110
     
    ARDMORE, PA19003

    		$ 43,218


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    9
    MARC ERLBAUM
    44 W LANCASTER AVENUE SUITE 110
     
    ARDMORE, PA19003

    		$ 43,228


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    10
    DANIEL ERLBAUM
    44 W LANCASTER AVENUE SUITE 110
     
    ARDMORE, PA19003

    		$ 43,228


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    11
    GARY ERLBAUM
    44 W LANCASTER AVENUE SUITE 110
     
    ARDMORE, PA19003

    		$ 258,500


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    12
    GARY ERLBAUM
    44 W LANCASTER AVENUE SUITE 110
     
    ARDMORE, PA19003

    		$ 206,600


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Name of organization
    ERLBAUM FAMILY FOUNDATION
          		Employer identification number
    23-2962563
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    13
    GARY ERLBAUM
    44 W LANCASTER AVENUE SUITE 110
     
    ARDMORE, PA19003

    		$ 183,691


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    14
    JON ERLBAUM
    44 W LANCASTER AVENUE SUITE 110
     
    ARDMORE, PA19003

    		$ 17,147


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    15
    MARC ERLBAUM
    44 W LANCASTER AVENUE SUITE 110
     
    ARDMORE, PA19003

    		$ 17,147


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    16
    DANIEL ERLBAUM
    44 W LANCASTER AVENUE SUITE 110
     
    ARDMORE, PA19003

    		$ 137,176


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    17
    JON ERLBAUM
    44 W LANCASTER AVENUE SUITE 110
     
    ARDMORE, PA19003

    		$ 25,619


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    18
    MARC ERLBAUM
    44 W LANCASTER AVENUE SUITE 110
     
    ARDMORE, PA19003

    		$ 25,619


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Name of organization
    ERLBAUM FAMILY FOUNDATION
          		Employer identification number
    23-2962563
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    19
    DANIEL ERLBAUM
    44 W LANCASTER AVENUE SUITE 110
     
    ARDMORE, PA19003

    		$ 204,950


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    20
    JON ERLBAUM
    44 W LANCASTER AVENUE SUITE 110
     
    ARDMORE, PA19003

    		$ 24,805


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    21
    MARC ERLBAUM
    44 W LANCASTER AVENUE SUITE 110
     
    ARDMORE, PA19003

    		$ 24,805


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    22
    DANIEL ERLBAUM
    44 W LANCASTER AVENUE SUITE 110
     
    ARDMORE, PA19003

    		$ 198,440


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    23
    JON ERLBAUM
    44 W LANCASTER AVENUE SUITE 110
     
    ARDMORE, PA19003

    		$ 7,392


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    24
    MARC ERLBAUM
    44 W LANCASTER AVENUE SUITE 110
     
    ARDMORE, PA19003

    		$ 7,392


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Name of organization
    ERLBAUM FAMILY FOUNDATION
          		Employer identification number
    23-2962563
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    25
    DANIEL ERLBAUM
    44 W LANCASTER AVENUE SUITE 110
     
    ARDMORE, PA19003

    		$ 58,992


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    ERLBAUM FAMILY FOUNDATION
          		Employer identification number

    23-2962563
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 1070 SHARES OF THE BANCORP $ 25,273  
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 1070 SHARES OF THE BANCORP $ 25,273  
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 3860 SHARES OF THE BANCORP $ 91,173  
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    4
    		 4700 SHARES OF THE BANCORP $ 111,014  
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    5
    		 50 SHARES OF META PLATFORM $ 17,645  
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    6
    		 50 SHARES OF THE META PLATFORM $ 17,645  
    Schedule B (Form 990) (2021)
    Name of organization
    ERLBAUM FAMILY FOUNDATION
          		Employer identification number

    23-2962563
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    7
    		 400 SHARES OF THE META PLATFORM $ 141,158  
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    8
    		 4410 SHARES OF CLOVER HEALTH $ 43,218  
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    9
    		 4411 SHARES OF CLOVER HEALTH $ 43,228  
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    10
    		 4411 SHARES OF CLOVER HEALTH $ 43,228  
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    11
    		 12500 SHARES OF FORD $ 258,500  
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    12
    		 8784 SHARES OF KEYCORP $ 206,600  
    Schedule B (Form 990) (2021)
    Name of organization
    ERLBAUM FAMILY FOUNDATION
          		Employer identification number

    23-2962563
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    13
    		 7810 SHARES OF KEYCORP $ 183,691  
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    14
    		 50 SHARES OF META PLATFORMS $ 17,147  
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    15
    		 50 SHARES OF META PLATFORMS $ 17,147  
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    16
    		 400 SHARES META PLATFORMS $ 137,176  
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    17
    		 1250 SHARES OF FORD $ 25,619  
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    18
    		 1250 SHARES OF FORD $ 25,619  
    Schedule B (Form 990) (2021)
    Name of organization
    ERLBAUM FAMILY FOUNDATION
          		Employer identification number

    23-2962563
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    19
    		 10000 SHARES OF FORD $ 204,950  
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    20
    		 1000 SHARES OF VERTIV HOLDINGS $ 24,805  
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    21
    		 1000 SHARES OF VERTIV HOLDINGS $ 24,805  
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    22
    		 8000 SHARES OF VERTIV HOLDINGS $ 198,440  
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    23
    		 155 SHARES OF WARBY PARKER $ 7,392  
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    24
    		 155 SHARES OF WARBY PARKER $ 7,392  
    Schedule B (Form 990) (2021)
    Name of organization
    ERLBAUM FAMILY FOUNDATION
          		Employer identification number

    23-2962563
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    25
    		 1237 SHARES OF WARBY PARKER $ 58,992  
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    ERLBAUM FAMILY FOUNDATION
          		Employer identification number

    23-2962563
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    ERLBAUM FAMILY FOUNDATION
    EIN:
    23-2962563
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CLOVER HEALTH INV 129,674 49,223
    WSFS FINANCIAL CORPORATION 57,528 75,832
    ENBRIDGE INC COM 59,961 39,158
    ENERGY TRANSFER PARTNERS 67,997 67,461
    ENTERPRISE PRODUCTS PARTNERS LP 26,364 70,272
    FEDERAL HOME LOAN MTG CORP 49,275 14,350
    FORD 514,688 519,250
    GLOBAL PARTNERS LP 36,133 79,044
    KEYCORP NEW 390,291 383,819
    MAGELLAN MIDSTREAM PARTNERS 33,319 46,440
    META PLATFORMS INC. 347,918 336,350
    OPKO HEALTH INC 992 510
    OPTION HEALTH CARE, INC. 75,450 142,200
    PA R/E INVESTMENT TRUST 135,117 16,448
    PLAINS ALL AMERICAN PIPELINE 40,793 48,138
    REPUBLIC FIRST BANCORP 330,965 149,864
    THE BANCORP BANK 205,494 220,197
    UNIFI, INC 250,332 246,640
    VERITIV HOLDINGS CO 248,050 249,700
    WARBY PARKER 73,776 72,028
    INDEPENDENT BANK GROUP INC 116,225 150,577
    KINDER MORGAN INC 102,407 86,976

    TY 2021 OtherDecreasesSchedule
    Name:
    ERLBAUM FAMILY FOUNDATION
    EIN:
    23-2962563
    Description Amount
    EXCESS OF FAIR VALUE OF ASSETS DONATED OVER DONOR'S BASIS OF ASSETS SOLD 412,677
    BOOK / TAX DIFFERENCES IN INCOME - DCP MIDSTREAM L.P. 23
    BOOK / TAX DIFFERENCES IN INCOME - ENTERPRISE PRODUCTS PARTNERS 7
    BOOK / TAX DIFFERENCES IN INCOME - ENERGY TRANSFER PARTNERS L.P. 17
    BOOK / TAX DIFFERENCES IN INCOME - MAGELLAN MIDSTREAM PARTNERS 8
    BOOK / TAX DIFFERENCES IN INCOME - PLAINS ALL AMERICAN PIPELINE 26
    BOOK / TAX DIFFERENCES IN INCOME - GLOBAL PARTNERS L.P. 131


    TY 2021 OtherExpensesSchedule
    Name:
    ERLBAUM FAMILY FOUNDATION
    EIN:
    23-2962563
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    K-1 ENERGY TRANSFER LP - INTEREST EXPENSE 347 347   0
    INVESTMENT EXPENSES 44 44   0
    INTEREST EXPENSE 20 20   0
    FILING FEE 85 85   0
    MISCELLANEOUS 2 2   0
    K-1 ENERGY TRANSFER LP - CONTRIBUTIONS 9 9   0
    K-1 ENTERPRISE PRODUCT PARTNERS - CONTRIBUTIONS 4 4   0
    K-1 GLOBAL PARTNERS LP - CONTRIBUTIONS 39 39   0
    K-1 MAGELLAN MIDSTREAM PARTNERS - CONTRIBUTIONS 5 5   0
    K-1 PLAINS ALL AMERICAN PIPELINE - CONTRIBUTIONS 7 7   0


    TY 2021 OtherIncomeSchedule2
    Name:
    ERLBAUM FAMILY FOUNDATION
    EIN:
    23-2962563
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    K-1 DCP MIDSTREAM -2,439   -2,439
    K-1 ENERGY TRANSFER LP 4,361   4,361
    K-1 ENTERPRISE PRODUCTS PARTNERS LP -2,047   -2,047
    K-1 GLOBAL PARTNERS LP -5,554   -5,554
    K-1 MAGELLAN MIDSTREAM PARTNERS LP -2,214   -2,214
    K-1 PLAINS ALL AMERICAN PIPELINE, L.P. -4,191   -4,191
    K-1 DCP MIDSTREAM-ORDINARY INCOME RECLASS FROM CAPITAL GAINS 19,759   19,759


    TY 2021 OtherLiabilitiesSchedule
    Name:
    ERLBAUM FAMILY FOUNDATION
    EIN:
    23-2962563
    Description Beginning of Year - Book Value End of Year - Book Value
    GSC RECOVERY IIA LIQUIDATING TRUST 1,410 1,412


    TY 2021 TaxesSchedule
    Name:
    ERLBAUM FAMILY FOUNDATION
    EIN:
    23-2962563
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAXES 41 0   0
    FOREIGN TAXES 746 746   0