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
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$9,973,621
J 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) 501,247
2 Check bullet.............
3 Interest on savings and temporary cash investments 124,437 124,437  
4 Dividends and interest from securities... 89,307 89,307  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 23,296
b Gross sales price for all assets on line 6a 1,645,299
7 Capital gain net income (from Part IV, line 2)... 23,296
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances 25
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule)..... 25 25
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 738,312 237,040 25
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)... 4,757 4,757 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 10,607 10,495 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 15,364 15,252 0 0
25 Contributions, gifts, grants paid....... 462,652 462,652
26 Total expenses and disbursements. Add lines 24 and 25 478,016 15,252 0 462,652
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 260,296
b Net investment income (if negative, enter -0-) 221,788
c Adjusted net income (if negative, enter -0-)... 25
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............. 84,037    
2 Savings and temporary cash investments......... 502,053 398,356 398,356
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) 3,073,397 Click to see attachment1,868,889 1,973,920
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule)....... 789,547 Click to see attachment683,990 716,267
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,919,351 Click to see attachment4,443,140 6,885,078
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) 7,368,385 7,394,375 9,973,621
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) Click to see attachment0 Click to see attachment17,506
23 Total liabilities (add lines 17 through 22)......... 0 17,506
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 7,368,385 7,376,869
29 Total net assets or fund balances (see instructions)..... 7,368,385 7,376,869
30 Total liabilities and net assets/fund balances (see instructions). 7,368,385 7,394,375
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
7,368,385
2
Enter amount from Part I, line 27a .....................
2
260,296
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
7,628,681
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
251,812
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,376,869
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 USA TREASURY NOTES 0.500% DUE 07/15/2021 P 2015-10-20 2021-07-15
b USA TREASURY NOTES 0.125% DUE 10/31/2022 P 2020-11-03 2021-07-28
c STATE STREET CORP SR UNSEC 3.875% DUE 03/07/2021 P 2018-08-29 2021-03-07
d WALMART STORE 4.2505% DUE 4/15/2021 P 2017-03-07 2021-04-15
e NEW HAMPSHIRE ST 2.830% DUE 01/01/2021 P 2015-11-18 2021-01-01
OREGON ST 2.132% DUE 4/1/2021 P 2017-02-09 2021-04-01
ROCKDALE CNTY GA 2.270% DUE 07/01/2021 P 2015-09-25 2021-07-01
SPOKANE CNTY WA 02.613% DUE 12/01/2025 P 2018-08-30 2021-12-30
UNIV OF CALIFORNIA CA 3.239% DUE 05/15/2021 P 2015-11-05 2021-05-15
UTAH ST SER B 3.369% DUE 7/1/2021 P 2017-02-16 2021-05-11
VANGUARD ST INV GRADE P 2010-07-22 2021-07-07
GOLDMAN SACHS BANK 2.400% DUE 10/21/2021 P 2014-10-20 2021-10-21
EATON VANCE ATLANTA CAPITAL SMID FUND P 2019-10-21 2021-03-17
(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 89,189   82,313 6,876
b 750,029   749,385 644
c 50,000   51,512 -1,512
d 50,000   54,045 -4,045
e 25,000   25,000 0
100,000   100,000 0
50,000   49,889 111
121,567   110,087 11,480
50,000   50,000 0
50,144   50,072 72
152,783   150,000 2,783
50,000   49,700 300
106,587   100,000 6,587
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       6,876
b       644
c       -1,512
d       -4,045
e       0
      0
      111
      11,480
      0
      72
      2,783
      300
      6,587
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 23,296
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 3,083
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 3,083
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 3,822
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 3,822
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 10 739
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet739 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
 
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 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 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 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
    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 (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  
    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  
    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
    9,162,805
    b
    Average of monthly cash balances.......................
    1b
    367,380
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    9,530,185
    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
    9,530,185
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    142,953
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    9,387,232
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    469,362
    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
    469,362
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    3,083
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,083
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    466,279
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    466,279
    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
    466,279
    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 7 466,279
    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......  
    b From 2017...... 7,434
    c From 2018...... 6,307
    d From 2019...... 17,606
    e From 2020......  
    f Total of lines 3a through e ........ 31,347
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 462,652
    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..... 462,652
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 3,627 3,627
    (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 27,720
    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) ...
    0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    27,720
    10 Analysis of line 9:
    a Excess from 2017.... 3,807
    b Excess from 2018.... 6,307
    c Excess from 2019.... 17,606
    d Excess from 2020....  
    e Excess from 2021....  
    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).)
    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 (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
    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 5,000
    ALZHEIMERS ASSOCIATION
    225 N MICHIGAN AVE
    CHICAGO,IL60601
    NONE PUBLIC CHARITY UNRESTRICTED 1,430
    AMERICA SHARE
    15 W 26TH STREET 11TH FLOOR
    NEW YORK,NY10010
    NONE PUBLIC CHARITY UNRESTRICTED 200
    BARRACK HEBREW ACADEMY
    272 S BRYN MAWR AVE
    BRYN MAWR,PA19010
    NONE PUBLIC CHARITY UNRESTRICTED 1,000
    BBYO INC
    2020 K ST NW SUITE 7400
    WASHINGTON,DC20006
    NONE PUBLIC CHARITY UNRESTRICTED 5,000
    BIRTHRIGHT ISRAEL FOUNDATION
    PO BOX 5892
    HICKSVILLE,NY11801
    NONE PUBLIC CHARITY UNRESTRICTED 53,360
    CEASEFIRE PA
    PO BOX 60095
    PHILADELPHIA,PA19102
    NONE PUBLIC CHARITY UNRESTRICTED 1,000
    CHILDREN'S HOSPITAL FOUNDATION
    3401 CIVIC CENTER BLVD
    PHILADELPHIA,PA19104
    NONE PUBLIC CHARITY UNRESTRICTED 20,200
    CHOP CHOP
    PO BOX 781352
    PHILADELPHIA,PA19178
    NONE PUBLIC CHARITY UNRESTRICTED 200
    DREXEL UNIVERSITY HILLEL
    118 N 34TH STREET
    PHILADELPHIA,PA19104
    NONE PUBLIC CHARITY UNRESTRICTED 250
    EMILY'S ENTOURAGE
    PO BOX 71
    MERION STATION,PA19066
    NONE PUBLIC CHARITY UNRESTRICTED 1,000
    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 1,500
    GIRLS ON THE RUN OF CENTRAL NEW YORK
    PO BOX 1245
    COOPERSTOWN,NY13326
    NONE PUBLIC CHARITY UNRESTRICTED 250
    HAR ZION TEMPLE
    1500 HAGYS FORD ROAD
    PENN VALLEY,PA19072
    NONE PUBLIC CHARITY UNRESTRICTED 201,184
    HELP US ADOPT
    PO BOX 787
    NEW YORK,NY10150
    NONE PUBLIC CHARITY UNRESTRICTED 1,873
    HIGH POINT VOLUNTEER FIRE COMPANY
    10 WEST 80TH STREET
    HARVEY CEDARS,NJ08008
    NONE PUBLIC CHARITY UNRESTRICTED 250
    HUNTSMAN CANCER FOUNDATION
    500 HUNTSMAN WAY
    SALT LAKE CITY,UT84108
    NONE PUBLIC CHARITY UNRESTRICTED 500
    IMPACT100 PHILADELPHIA
    PO BOX 275
    WYNNEWOOD,PA19096
    NONE PUBLIC CHARITY UNRESTRICTED 1,150
    ISRAELI AMERICAN COUNCIL
    5900 CANOGA AVENUE NO 390
    WOODLAND HILLS,CA91367
    NONE PUBLIC CHARITY UNRESTRICTED 1,000
    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 1,800
    JEWISH FEDERATION OF GREATER PHILADELPHIA
    2101 STRAHLE STREET
    PHILADELPHIA,PA19152
    NONE PUBLIC CHARITY UNRESTRICTED 25,380
    JEWISH RELIEF AGENCY
    10980 DUTTON ROAD
    PHILADELPHIA,PA19154
    NONE PUBLIC CHARITY UNRESTRICTED 1,000
    JUVENILE DIABETES RESEARCH FOUNDATION
    26 BROADWAY
    NEW YORK,NY10004
    NONE PUBLIC CHARITY UNRESTRICTED 1,000
    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 500
    KLEHR HILLEL - FRANKLIN & MARSHALL
    645 COLLEGE AVE
    LANCASTER,PA17603
    NONE PUBLIC CHARITY UNRESTRICTED 800
    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
    LONG BEACH ISLAND TOWNSHIP PBA LOCAL #373
    PO BOX 2315
    LONG BEACH TOWNSHIP,NJ08008
    NONE PUBLIC CHARITY UNRESTRICTED 100
    MANNA METROPOLITAN AREA NEIGHBORHOOD NUTRITION ALLIANCE
    2323 RANSTEAD STREET
    PHILADELPHIA,PA19103
    NONE PUBLIC CHARITY UNRESTRICTED 95
    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 2,500
    OUR CLOSET
    2100 ARCH STREET 5TH FLOOR
    PHILADELPHIA,PA19428
    NONE PUBLIC CHARITY UNRESTRICTED 1,036
    PERELMAN JEWISH DAY SCHOOL
    49 HAVERFORD ROAD
    WYNNEWOOD,PA19096
    NONE PUBLIC CHARITY UNRESTRICTED 1,800
    PHILADELPHIA RONALD MCDONALD HOUSE
    3925 CHESTNUT STREET
    PHILADELPHIA,PA19104
    NONE PUBLIC CHARITY UNRESTRICTED 2,500
    PHILADELPHIA VIP
    1500 WALNUT STREET SUITE 400
    PHILADELPHIA,PA19102
    NONE PUBLIC CHARITY UNRESTRICTED 750
    PLANNED PARENTHOOD
    1144 LOCUST STREET
    PHILADELPHIA,PA19107
    NONE PUBLIC CHARITY UNRESTRICTED 250
    PROJECT HOME
    1515 FAIRMONT AVENUE
    PHILADELPHIA,PA19104
    NONE PUBLIC CHARITY UNRESTRICTED 1,805
    ROHR CHABAD STUDENT CENTER
    1024 HARRISBURG PIKE
    LANCASTER,PA17603
    NONE PUBLIC CHARITY UNRESTRICTED 250
    RONALD MCDONALD HOUSE - NYC
    405 E 73RD ST
    NEW YORK,NY10021
    NONE PUBLIC CHARITY UNRESTRICTED 347
    SCHOLARSHIP AMERICA
    1101 17TH STREET NW SUITE 300
    WASHINGTON,DC20036
    NONE PUBLIC CHARITY UNRESTRICTED 13,660
    SSP SHARE FOOD
    2901 W HUNTING PARK AVENUE
    PHILADELPHIA,PA19129
    NONE PUBLIC CHARITY UNRESTRICTED 6,000
    TEAM IMPACT
    500 VICTORY ROAD
    QUINCY,MA02171
    NONE PUBLIC CHARITY UNRESTRICTED 2,500
    THE BARNES FOUNDATION
    2025 BENJAMIN FRANKLIN PARKWAY
    PHILADELPHIA,PA19130
    NONE PUBLIC CHARITY UNRESTRICTED 15,000
    THE FRIENDSHIP CIRCLE
    754 SOUTH 9TH ST
    PHILADELPHIA,PA19147
    NONE PUBLIC CHARITY UNRESTRICTED 1,800
    THE HUMANE SOCIETY
    1255 23RD STREET NW SUITE 450
    WASHINGTON,DC20037
    NONE PUBLIC CHARITY UNRESTRICTED 500
    THE LOVELAND FOUNDAATION
    2575 E COUNTY ROAD 2300
    LA HARPE,IL641509014
    NONE PUBLIC CHARITY UNRESTRICTED 250
    THOMAS JEFFERSON UNIVERSITY HOSPITAL
    1020 WALNUT STREET
    PHILADELPHIA,PA19107
    NONE PUBLIC CHARITY UNRESTRICTED 150
    TUFTS HILLEL
    GRANOFF FAMILY HILLEL CTR 220
    PACKARD AVE
    MEDFORD,MA02155
    NONE PUBLIC CHARITY UNRESTRICTED 5,000
    VETRI COMMUNITY PARTNERSHIP
    211 N 13TH ST 303
    PHILADELPHIA,PA19107
    NONE PUBLIC CHARITY UNRESTRICTED 2,500
    WORLD CENTRAL KITCHEN
    1625 EYE STREET NW
    WASHINGTON,DC20006
    NONE PUBLIC CHARITY UNRESTRICTED 100
    YESHIVA UNIVERSITY - FERKAUF GRADUATE SCHOOL
    500 WEST 185TH ST
    NEW YORK,NY10033
    NONE PUBLIC CHARITY UNRESTRICTED 5,000
    ABRAMSON SENIOR CARE
    1425 HORSHAM ROAD
    NORTH WALES,PA19454
    NONE PUBLIC CHARITY UNRESTRICTED 100
    AMERICAN FOUNDATION FOR SUICIDE PREVENTION
    199 WATER STREET
    NEW YORK,NY10038
    NONE PUBLIC CHARITY UNRESTRICTED 250
    ASSOCIATION FOR JEWISH STUDIES
    15 WEST 16TH STREET
    NEW YORK,NY10011
    NONE PUBLIC CHARITY UNRESTRICTED 1,000
    BARNES ART BALL
    2025 BENJAMIN FRANKLIN PARKWAY
    PHILADELPHIA,PA19130
    NONE PUBLIC CHARITY UNRESTRICTED 10,000
    BIG BROTHERS BIG SISTERS INDEPENDENCE REGION
    123 SOUTH BROAD STREET NO 1050
    PHILADELPHIA,PA19109
    NONE PUBLIC CHARITY UNRESTRICTED 100
    DANCING CLASSROOMS
    1350 AVENUE OF THE AMERICAS 2ND FL
    NEW YORK,NY10019
    NONE PUBLIC CHARITY UNRESTRICTED 500
    DELEWARE COUNTY LITERACY COUNCIL
    2217 PROVIDENCE AVENUE
    CHESTER,PA19013
    NONE PUBLIC CHARITY UNRESTRICTED 100
    DOLPHINS CYCLING CHALLENGE
    347 DON SHULA DRIVE
    MIAMI GARDENS,FL33056
    NONE PUBLIC CHARITY UNRESTRICTED 180
    ENVIRONMENTAL DEFENSE FUND
    257 PARK AVENUE SOUTH
    NEW YORK,NY10010
    NONE PUBLIC CHARITY UNRESTRICTED 250
    FOUNDATION FOR JEWISH CAMP
    253 W 35TH ST 4TH FL
    NEW YORK,NY10001
    NONE PUBLIC CHARITY UNRESTRICTED 118
    GERMANTOWN ACADEMY
    PO BOX 287 MORRIS ROAD
    FORT WASHINGTON,PA19034
    NONE PUBLIC CHARITY UNRESTRICTED 250
    GWU HILLEL
    2300 H STREET NW
    WASHINGTON,DC20037
    NONE PUBLIC CHARITY UNRESTRICTED 1,000
    HAGGADOT
    19 WORTH ST
    SARATOGA SPRINGS,NY12866
    NONE PUBLIC CHARITY UNRESTRICTED 371
    HEBREW FREE LOAN
    675 THIRD AVENUE SUITE 1900
    NEW YORK,NY10017
    NONE PUBLIC CHARITY UNRESTRICTED 100
    HELPHOPELIVE
    2 RADNOR CRP CTR 100 MATSONFORD RD
    RADNOR,PA19087
    NONE PUBLIC CHARITY UNRESTRICTED 500
    HOUSE OF RUTH MARYLAND
    2201 ARGONNE DRIVE
    BALTIMORE,MD21218
    NONE PUBLIC CHARITY UNRESTRICTED 100
    HUGHIE AND SELMA BLACK FOUNDATION
    151 WASHINTON LANE
    JENKINTOWN,PA19046
    NONE PUBLIC CHARITY UNRESTRICTED 500
    HUNGER FOUNDATION SQ
    400 EAST 57TH ST SUITE 10B
    NEW YORK,NY10022
    NONE PUBLIC CHARITY UNRESTRICTED 500
    HURU INTERNATIONAL
    15 WEST 26TH STREET NO 11TH
    NEW YORK,NY10010
    NONE PUBLIC CHARITY UNRESTRICTED 1,000
    ISRAEL CANCER RESEARCH FUND
    52 VANDERBILT AVENUE NO 1510
    NEW YORK,NY10017
    NONE PUBLIC CHARITY UNRESTRICTED 180
    JERICHO PROJECT
    415 WEST 29TH STREET SUITE 902
    NEW YORK,NY10001
    NONE PUBLIC CHARITY UNRESTRICTED 100
    JEWISH COMMUNITY CENTER OF LONG BEACH ISLAND
    2411 LONG BEACH BLVD
    SPRAY BEACH,NJ08008
    NONE PUBLIC CHARITY UNRESTRICTED 5,000
    JFCS - JEWISH BABY NETWORK
    PO BOX 159004
    SAN FRANCISCO,CA941159004
    NONE PUBLIC CHARITY UNRESTRICTED 360
    KAVOD
    225 S KRAMERIA ST
    DENVER,CO80224
    NONE PUBLIC CHARITY UNRESTRICTED 250
    LEUK LYMPHOMA SOCIETY
    3 INTERNATIONAL DRIVE
    RYE BROOK,NY10573
    NONE PUBLIC CHARITY UNRESTRICTED 500
    MERYL & BEN ZUCKERMAN PULMONARYICU SUPP
    100 LANCASTER AVENUE
    WYNNEWOOD,PA19096
    NONE PUBLIC CHARITY UNRESTRICTED 1,000
    THE MULTIPLE MYELOMA RESEARCH FOUNDATION INC
    383 MAIN AVE NO 5TH FL
    NORWALK,CT06851
    NONE PUBLIC CHARITY UNRESTRICTED 2,000
    MOORE COLLEGE OF ART & DESIGN
    20TH STREET AND THE PARKWAY
    PHILADELPHIA,PA19103
    NONE PUBLIC CHARITY UNRESTRICTED 1,250
    MOSS REHAB
    5501 OLD YORK ROAD
    PHILADELPHIA,PA19141
    NONE PUBLIC CHARITY UNRESTRICTED 1,000
    MOVING TRADITIONS
    8380 OLD YORK ROAD
    ELKINS PARK,PA19027
    NONE PUBLIC CHARITY UNRESTRICTED 1,000
    MUSEUM JEWISH HERITAGE
    36 BATTERY PLACE
    NEW YORK,NY10280
    NONE PUBLIC CHARITY UNRESTRICTED 10
    NFGNETWORK IN SOLIDAR
    300 FRANK H OGAWA PLAZA 7TH FLOOR
    OAKLAND,CA94612
    NONE PUBLIC CHARITY UNRESTRICTED 185
    OPERATION SMILE
    3641 FACULTY BLVD
    VIRGINIA BEACH,VA23453
    NONE PUBLIC CHARITY UNRESTRICTED 250
    PENN STATE DANCE MARATHON
    201 OLD MAIN
    UNIVERSITY PARK,PA16802
    NONE PUBLIC CHARITY UNRESTRICTED 500
    PHILABUNDANCE
    3616 SOUTH GALLOWAY STREET
    PHILADELPHIA,PA19148
    NONE PUBLIC CHARITY UNRESTRICTED 100
    PHILADELPHIA JEWISH FILM FESTIVAL
    3675 MARKET STREET SUITE 200
    PHILADELPHIA,PA19104
    NONE PUBLIC CHARITY UNRESTRICTED 1,000
    PHILADELPHIA THEATRE COMPANY
    215 S BROAD ST STE 304
    PHILADELPHIA,PA19107
    NONE PUBLIC CHARITY UNRESTRICTED 10,000
    PHILADELPHIA YOUTH BASKETBALL
    1735 MARKET STREET
    PHILADELPHIA,PA19103
    NONE PUBLIC CHARITY UNRESTRICTED 100
    PMA CRAFT SHOW
    PO BOX 7646
    PHILADELPHIA,PA19101
    NONE PUBLIC CHARITY UNRESTRICTED 1,500
    PROJECT SUNSHINE
    211 E 43RD ST STE 401 NO 401
    NEW YORK,NY10017
    NONE PUBLIC CHARITY UNRESTRICTED 500
    PY LEGACY HOPE
    427 N TATNALL ST 88261
    WILMINGTON,DE19801
    NONE PUBLIC CHARITY UNRESTRICTED 103
    RUTH STAGE
    3 LAMBERT WAY
    TOMS RIVER,NJ08757
    NONE PUBLIC CHARITY UNRESTRICTED 400
    SOLA
    8629 S VERMONT AVE
    LOS ANGELES,CA90044
    NONE PUBLIC CHARITY UNRESTRICTED 1,000
    TEMPLE OF BETH MIRIAM
    180 LINCOLN AVENUE
    ELBERON,NJ07740
    NONE PUBLIC CHARITY UNRESTRICTED 500
    THE CHEVRA
    2002 LUDLOW STREET
    PHILADELPHIA,PA19103
    NONE PUBLIC CHARITY UNRESTRICTED 2,000
    THE DANCERS' GROUP DISABILITY JUSTICE CULTURE
    44 GOUGH STREET ROOM 201
    SAN FRANCISCO,CA94103
    NONE PUBLIC CHARITY UNRESTRICTED 200
    TORAH FUND
    3080 BROADWAY
    NEW YORK,NY10027
    NONE PUBLIC CHARITY UNRESTRICTED 2,500
    TUFTS MARKETPLACE ONE
    419 BOSTON AVE
    MEDFORD,MA02155
    NONE PUBLIC CHARITY UNRESTRICTED 425
    WOMEN'S MEDICAL FUND
    PO BOX 248
    MADISON,WI53701
    NONE PUBLIC CHARITY UNRESTRICTED 500
    UP MEDICAL FOUNDATION INC
    547 PEDRO GIL ST
    ERMITA,MANILA  
    RP
    NONE PUBLIC CHARITY UNRESTRICTED 1,500
    Total .................................bullet 3a 462,652
    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 ...........
        14 124,437  
    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 ............
        18 23,296  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory         25
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 237,040 25
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    237,065
    (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.)
    10 GSE BONDS ANTITRUST LITIGATION- PROCEEDS DUE ON CLASS ACTION SETTLEMEN
    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
    THE SARAMAR CHARITABLE FUND
     
    Employer identification number

    25-6839698
    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
    THE SARAMAR CHARITABLE FUND
     
    Employer identification number
    25-6839698
    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
    JEFFREY MARJORIE HONICKMAN
    130 SOUTH 18TH STREET APT NO 3301
     
    PHILADELPHIA, PA19103

    $ 501,247


    (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
    THE SARAMAR CHARITABLE FUND
     
    Employer identification number

    25-6839698
    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
    1145.00 SHARES OF VANGUARD INDEX FUND $ 501,247 2021-12-31
    (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
    THE SARAMAR CHARITABLE FUND
     
    Employer identification number

    25-6839698
    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 InvestmentsCorpBondsSchedule
    Name:
    THE SARAMAR CHARITABLE FUND
    EIN:
    25-6839698
    Name of Bond End of Year Book Value End of Year Fair Market Value
    WALMART STORE 3.550% DUE 6/26/2025 100,917 107,928
    US BANCORP 2.375% DUE 7/22/2026 46,567 45,153
    US BANCORP 2.375% DUE 7/22/2026 45,523 58,684
    STATE OF ISRAEL 5YR MAZEL TOV BOND 4.380% DUE 11/01/2023 2,500 2,414
    PROCTER AND GAMBLE 2.700% DUE 2/2/2026 96,867 105,626
    JOHNSON & JOHNSON UNSC 3.375% DUE 12/05/2023 101,463 104,941
    INTERNATIONAL BUSINESS MACH CORP 7.000% DUE 10/30/2025 60,260 60,302
    COLGATE PALMOLIVE CO 3.250% DUE 05/03/2022 50,063 52,422
    BERKSHIRE HATHAWAY 3.000% DUE 05/15/2022 50,606 49,737
    BERKSHIRE HATHAWAY 3.000% DUE 05/15/2022 77,322 76,438
    BANK OF NEW YORK MELLON 3.65 DUE 2/4/2024 51,902 52,622

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    THE SARAMAR CHARITABLE FUND
    EIN:
    25-6839698
    US Government Securities - End of Year Book Value:

    397,661
    US Government Securities - End of Year Fair Market Value:

    439,451
    State & Local Government Securities - End of Year Book Value:


    1,471,228
    State & Local Government Securities - End of Year Fair Market Value:


    1,534,469


    TY 2021 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 52,323
    VANGUARD FTSE EMERGING MARKETS FMV 126,131 162,723
    SYNCHRONY BANK 3.300% DUE 7/25/2024 FMV 74,598 79,480
    STATE OF ISRAEL 4.220% DUE 10/01/2023 FMV 2,500 2,411
    STATE OF ISRAEL 3.860% DUE 3/01/2023 FMV 5,000 4,879
    MIDCAP SPDR TRUST FMV 72,955 401,202
    ISHARES TR S&P SMALLCAP FMV 188,390 755,766
    ISHARES TR RUSSELL 1000 INDEX FUND FMV 158,129 750,981
    ISHARES TR MSCI EAFE FMV 395,372 547,613
    GATEWAY TRUST GATEWAY FUND CLASS Y FMV 345,615 440,731
    DISCOVER BANK 2.400% DUE 10/07/2022 FMV 49,563 50,804
    CITIBANK NA 3.400% DUE 8/25/2025 FMV 69,468 75,877
    ISHARES RUSSEL 2000 VALUE ETF FMV 99,867 136,161
    VANGUARD INDEX FUND ETF FMV 283,067 459,272
    CORE MSCI EUROPE ETF FMV 225,026 278,296
    ISHARES CORE MSCI PACIFIC ET ETF FMV 225,032 250,970
    ISHARES CORE MSCI EMERGING MARKETS FMV 275,265 324,740
    ISHARES CORE S&P MID-CAP ETF FMV 151,797 238,070
    STATE OF ISRAEL 3.040% DUE 11/01/2025 FMV 2,500 2,278
    STATE OF ISRAEL 3.040% DUE 11/01/2024 FMV 2,500 2,289
    MERGER FUND CLASS I FD #301 FMV 410,000 405,320
    ISHARES RUSSEL 2000 VALUE ETF FMV 106,264 106,272
    VANGUARD INDEX FUND ETF FMV 249,435 499,873
    ISHARES BARCLAYS 0-5 YEAR TIPS BOND FUND ETF FMV 124,891 124,938
    VANGUARD SHOT-TERM FMV 375,000 366,319
    VANGUARD INFLATION-PROTECTED FMV 375,000 365,490

    TY 2021 OtherDecreasesSchedule
    Name:
    THE SARAMAR CHARITABLE FUND
    EIN:
    25-6839698
    Description Amount
    DIFFERENCE BETWEEN COST BASIS AND APPRAISED VALUE OF PROPERTY CONTRIBUTED 251,812


    TY 2021 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 10,480 10,480 0 0
    MISCELLANEOUS 112 0 0 0


    TY 2021 OtherLiabilitiesSchedule
    Name:
    THE SARAMAR CHARITABLE FUND
    EIN:
    25-6839698
    Description Beginning of Year - Book Value End of Year - Book Value
    EXCHANGE 0 17,506


    TY 2021 TaxesSchedule
    Name:
    THE SARAMAR CHARITABLE FUND
    EIN:
    25-6839698
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAXES PAID 3,000 3,000 0 0
    FOREIGN TAXES 1,757 1,757 0 0