Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
RAVITZ FAMILY FOUNDATION
C/O BRETT RAVITZ
Number and street (or P.O. box number if mail is not delivered to street address)2240 MARLTON PIKE WEST 17
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHERRY HILL, NJ08002
A Employer identification number

52-1999567
B Telephone number (see instructions)

(856) 667-9410
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$1,222,523J 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) 209,361
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 24,770 24,770  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 75,907
b Gross sales price for all assets on line 6a 950,516
7 Capital gain net income (from Part IV, line 2)... 75,907
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
List of Attached Documents:
// Content
46,330 0  
12 Total. Add lines 1 through 11........ 356,368 100,677  
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)....... Click to see attachment
List of Attached Documents:
// Content
9,040 0   9,040
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
377 334   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
List of Attached Documents:
// Content
122,294 11,059   111,235
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 131,711 11,393   120,275
25 Contributions, gifts, grants paid....... 148,756 148,756
26 Total expenses and disbursements. Add lines 24 and 25 280,467 11,393   269,031
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 75,901
b Net investment income (if negative, enter -0-) 89,284
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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.............      
2 Savings and temporary cash investments......... 270,404 77,060 77,060
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 164,150 Click to see attachment
List of Attached Documents:
// Content
190,162 		213,663
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 608,746 Click to see attachment
List of Attached Documents:
// Content
906,622 		931,800
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,043,300 1,173,844 1,222,523
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 50,200 50,200
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 993,100 1,123,644
29 Total net assets or fund balances (see instructions)..... 1,043,300 1,173,844
30 Total liabilities and net assets/fund balances (see instructions). 1,043,300 1,173,844
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
1,043,300
2
Enter amount from Part I, line 27a .....................
2
75,901
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
54,643
4
Add lines 1, 2, and 3 ..........................
4
1,173,844
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,173,844
Form 990-PF (2023)
Form 990-PF (2023)
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 PUBLICLY TRADED SECURITIES P    
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(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 950,011   874,609 75,402
b 505     505
c
d
e
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       75,402
b       505
c
d
e
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 75,907
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
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 right arrow 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) 1 1,241
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 1,241
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 1,241
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 787
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,300
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,087
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 846
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow846 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowNJ
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrowRAVITZFAMILYMARKETS.COM
14
The books are in care ofright arrowBRETT RAVITZ Telephone no.right arrow (856) 667-9410

Located atright arrow2240 MARLTON PIKE WEST 17CHERRY HILLNJ ZIP+4right arrow08002
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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)
Yes
 
(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
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
BRETT RAVITZ TRUSTEE/CHAIRMAN
0.25 		0 0 0
2240 MARLTON PIKE WEST SUITE 17
CHERRY HILL,NJ08002
RONALD H RAVITZ TRUSTEE/VICE CHAIRMAN
0.25 		0 0 0
2240 MARLTON PIKE WEST SUITE 17
CHERRY HILL,NJ08002
JASON RAVITZ TRUSTEE/SECRETARY
0.25 		0 0 0
2240 MARLTON PIKE WEST SUITE 17
CHERRY HILL,NJ08002
SHAWN RAVITZ TRUSTEE/TREASURER
0.25 		0 0 0
2240 MARLTON PIKE WEST SUITE 17
CHERRY HILL,NJ08002
ROBERT SCHWARTZ ESQ TRUSTEE
0.25 		0 0 0
2240 MARLTON PIKE WEST SUITE 17
CHERRY HILL,NJ08002
NICHOLAS FIFIS TRUSTEE
0.25 		0 0 0
2240 MARLTON PIKE WEST SUITE 17
CHERRY HILL,NJ08002
SCOTT RAVITZ TRUSTEE
0.25 		0 0 0
2240 MARLTON PIKE WEST SUITE 17
CHERRY HILL,NJ08002
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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.............right arrow0
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 THE RAVITZ FAMILY FOUNDATION HOLDS TWO EVENTS, A SUMMER GOLF TOURNAMENT AND A WINTER DINNER EVENT, TO GENERATE REVENUE TO PROVIDE FOR THE HEALTH AND WELFARE OF INDIVIDUALS IN THE LOCAL COMMUNITIES. 84,623
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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
1,117,901
b
Average of monthly cash balances.......................
1b
245,899
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,363,800
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
1,363,800
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
20,457
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,343,343
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
67,167
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
67,167
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,241
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,241
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
65,926
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
65,926
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
65,926
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
269,031
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
269,031
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 65,926
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 208,748
b From 2019...... 186,547
c From 2020...... 111,774
d From 2021...... 120,067
e From 2022...... 198,438
f Total of lines 3a through e ........ 825,574
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 269,031
a Applied to 2022, 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 2023 distributable amount..... 65,926
e Remaining amount distributed out of corpus 203,105
5 Excess distributions carryover applied to 2023. 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 1,028,679
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		208,748
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		819,931
10 Analysis of line 9:
a Excess from 2019.... 186,547
b Excess from 2020.... 111,774
c Excess from 2021.... 120,067
d Excess from 2022.... 198,438
e Excess from 2023.... 203,105
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 right arrow
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 (2023)
Form 990-PF (2023)
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

ADAM TALIFERRO FOUNDATION

1710 KINGSWOOD PL
CLEMENTON,NJ08201 		  PC GENERAL CHARITABLE PURPOSES 480

ALICIA ROSE VICTORIOUS FOUNDATION

2465 VOORHEES TOWN CENTER
VOORHEES,NJ08043 		  PC GENERAL CHARITABLE PURPOSES 3,500

ALS HOPE FOUNDATION

PO BOX 40777
PHILADELPHIA,PA19107 		  PC GENERAL CHARITABLE PURPOSES 1,000

AMERICAN CANCER SOCIETY

1851 OLD CUTHBERT RD
CHERRY HILL,NJ08034 		  PC GENERAL CHARITABLE PURPOSES 3,000

BANCROFT

1255 CALDWELL ROAD
CHERRY HILL,NJ08034 		  PC GENERAL CHARITABLE PURPOSES 146

BETTER TOMORROWS

2 AQUARIUM LOOP DRIVE SUITE 110
CAMDEN,NJ08103 		  PC GENERAL CHARITABLE PURPOSES 1,000

BEYOND CELIAC

PO BOX 544
AMBLER,PA08103 		  PC GENERAL CHARITABLE PURPOSES 5,000

BOY SCOUTS

1518 RIDGEWAY ROAD
TOMS RIVER,NJ08755 		  PC GENERAL CHARITABLE PURPOSES 500

BOYS & GIRLS CLUB OF CAMDEN COUNTY

1709 PARK BLVD
CAMDEN,NJ08103 		  PC GENERAL CHARITABLE PURPOSES 2,479

BUILD JAKE'S PLACE

5311 MAGNOLIA AVENUE
PENNSAUKEN,NJ08109 		  PC GENERAL CHARITABLE PURPOSES 1,000

CAMDEN COUNTY PARTNERSHIP

221 LAUREL ROAD SUITE 300
VOORHEES,NJ08043 		  PC GENERAL CHARITABLE PURPOSES 238

CAMDEN FIRE

520 MARKET STREET
CAMDEN,NJ08101 		  PC GENERAL CHARITABLE PURPOSES 499

CAMDEN PREP UNCOMMON SCHOOLS

1575 MT EPHRAIM AVE
CAMDEN,NJ08104 		  PC GENERAL CHARITABLE PURPOSES 25

CANSTRUCTION

2318 1ST AVENUE NE
ATLANTA,GA30317 		  PC GENERAL CHARITABLE PURPOSES 300

CENTER FOR FAMILY SERVICES

95 W GATE DRIVE
CHERRY HILL,NJ08034 		  PC GENERAL CHARITABLE PURPOSES 200

CHABAD

1925 KRESSON ROAD
CHERRY HILL,NJ08003 		  PC GENERAL CHARITABLE PURPOSES 500

CHARLES MATEJKA MEMORIAL FUND

540 PASSAIC AVENUE
WEST CALDWELL,NJ07006 		  PC GENERAL CHARITABLE PURPOSES 500

CHECKING FOR CHARITY

337 RED FOX LANE
CLARKSBORO,NJ08020 		  PC GENERAL CHARITABLE PURPOSES 1,000

CHERRY HILL AFRICAN AMERICAN CIVIC ASSOCIATION

55311 MAGNOLIA AVE
PENNSAUKEN,NJ08109 		  PC GENERAL CHARITABLE PURPOSES 2,000

CHERRY HILL FOP

21 ROAD
CHERRY HILL,NJ08034 		  PC GENERAL CHARITABLE PURPOSES 516

CHOLANGIOCARCINOMA FOUNDATION

5526 WEST 13400 SOUTH 510
HERRIMAN,UT84096 		  PC GENERAL CHARITABLE PURPOSES 3,000

CONGREGATION BETH EL

8000 MAIN STREET
VOORHEES,NJ08043 		  PC GENERAL CHARITABLE PURPOSES 2,500

CONGREGATION KOL AMI

1101 SPRINGDALE ROAD
CHERRY HILL,NJ08003 		  PC GENERAL CHARITABLE PURPOSES 3,500

CONGREGATION SONS OF ISREAL

720 COOPER LANDING ROAD
CHERRY HILL,NJ08002 		  PC GENERAL CHARITABLE PURPOSES 1,800

CYOYOUTH & YOUNG ADULT MINISTRY

499 BELGROVE DRIVE
KEARNY,NJ07032 		  PC GENERAL CHARITABLE PURPOSES 1,000

EVESHAM EDUCATION FOUNDATION

25 S MAPLE AVE
MARLTON,NJ08053 		  PC GENERAL CHARITABLE PURPOSES 5,000

FEARLESS MOVEMENT

27 DOGWOOD AVE
GLASSBORO,NJ08028 		  PC GENERAL CHARITABLE PURPOSES 485

GREATER PHILADELPHIA YMCA

59 CENTERTON ROAD
MT LAUREL,NJ08054 		  PC GENERAL CHARITABLE PURPOSES 1,000

HEART OF CAMDEN

1840 BROADWAY
CAMDEN,NJ08104 		  PC GENERAL CHARITABLE PURPOSES 250

HELPER'S OF GOD'S PRECIOUS INFANTS

44 RED LEAF ROAD
MOORESTOWN,NJ08057 		  PC GENERAL CHARITABLE PURPOSES 200

IMPACT CHARITY SERVICES INC

PO BOX 1692
MT LAUREL,NJ08054 		  PC GENERAL CHARITABLE PURPOSES 1,500

JDRF

1415 RT 70 EAST SUITE 311
CHERRY HILL,NJ08034 		  PC GENERAL CHARITABLE PURPOSES 3,100

JEWISH FEDERATION OF SJ

1300 SPRINGDALE RD
CHERRY HILL,NJ08003 		  PC GENERAL CHARITABLE PURPOSES 18,000

JEWISH NATIONAL FUND USA

42 EAST 69TH STREET
NEW YORK,NY10021 		  PC GENERAL CHARITABLE PURPOSES 361

JEWISH STUDENT UNION

40 RECTOR STREET 4TH FLOOR
NEW YORK,NY10006 		  PC GENERAL CHARITABLE PURPOSES 50

KATZ JCC

1300 SPRINGDALE RD
CHERRY HILL,NJ08003 		  PC GENERAL CHARITABLE PURPOSES 25,000

KELLMAN BROWN ACADEMY

1007 LAUREL OAK ROAD
VOORHEES,NJ08043 		  PC GENERAL CHARITABLE PURPOSES 1,800

KELLMAN BROWN ACADEMY

1007 LAUREL OAK ROAD
VOORHEES,NJ08043 		  PC GENERAL CHARITABLE PURPOSES 1,800

KINGS CRUSADE

8 HATHAWAY COURT MARLTON
MARLTON,NJ08053 		  PC GENERAL CHARITABLE PURPOSES 2,000

KNIGHTS OF COLUMBUS

700 W MARLTON PIKE
CHERRY HILL,NJ08002 		  PC GENERAL CHARITABLE PURPOSES 200

KRESSON PARENT FACULTY ASSOCIATION

7 SCHOOL LANE
VOORHEES,NJ08043 		  PC GENERAL CHARITABLE PURPOSES 100

LATIN PENECOSTAL CHURCH

1301 ATLANTIC AVE
CAMDEN,NJ08104 		  PC GENERAL CHARITABLE PURPOSES 282

LAUREN ROSE ALBERT FOUNDATION

106 KENWOOD DR
CHERRY HILL,NJ08034 		  PC GENERAL CHARITABLE PURPOSES 1,500

LUKE'S PLACE

323 EAST ATLANTIC AVENUE
AUDUBON,NJ08106 		  PC GENERAL CHARITABLE PURPOSES 100

MACEDONIA AME CHURCH

261 SPRUCE STREET
CAMDEN,NJ08103 		  PC GENERAL CHARITABLE PURPOSES 50

MARLTON REC COUNCIL

15 OAK AVE
MARLTON,NJ08053 		  PC GENERAL CHARITABLE PURPOSES 100

MASTERY EAST CAMDEN MIDDLE SCHOOL

3064 STEVENS ST
CAMDEN,NJ08105 		  PC GENERAL CHARITABLE PURPOSES 389

MILTON & BETTY KATZ JCC OF ATLANTIC COUNTY

201 N JEROME AVE
MARGATE,NJ08402 		  PC GENERAL CHARITABLE PURPOSES 750

MOUNT LAUREL GIRLS SOFTBALL ASSOCIATION

741 FREMONT LANE
MT LAUREL,NJ08054 		  PC GENERAL CHARITABLE PURPOSES 200

MOUNT LAUREL TOYS FOR TOTS

18 WEST WOODLAWN AVE
MAPLE SHADE,NJ08052 		  PC GENERAL CHARITABLE PURPOSES 200

MT SINAI HOLINESS CHURCH

2828 MITCHELL ST
CAMDEN,NJ08105 		  PC GENERAL CHARITABLE PURPOSES 488

NJY CAMPS

21 PLYMOUTH ST
FAIRFIELD,NJ07004 		  PC GENERAL CHARITABLE PURPOSES 1,500

NORWESCAP FOOD BANK

201 BROAD STREET
PHILLIPSBURG,NJ08865 		  PC GENERAL CHARITABLE PURPOSES 1,000

OAKLYN BAPTIST CHURCH

29 E BETTLEWOOD AVE
OAKLYN,NJ08107 		  PC GENERAL CHARITABLE PURPOSES 300

OCEANSIDE II FAMILY SUCCESS CENTER

201 MELROSE AVENUE
ATLANTIC CITY,NJ08401 		  PC GENERAL CHARITABLE PURPOSES 748

PARKSIDE BUSINESS AND COMMUNITY PARTNERSHIP

1487 KENWOOD AVE
CAMDEN,NJ08103 		  PC GENERAL CHARITABLE PURPOSES 447

PENN MEMORY CENTER TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA

3451 WALNUT STREET
PHILADELPHIA,PA19104 		  PC GENERAL CHARITABLE PURPOSES 1,000

POLITZ DAY SCHOOL

720 COOPER LANDING ROAD
CHERRY HILL,NJ08002 		  PC GENERAL CHARITABLE PURPOSES 1,500

PRO GOOD INC

10 MALLARDS CREST COURT
SICKERVILLE,NJ08081 		  PC GENERAL CHARITABLE PURPOSES 250

RONALD MCDONALD HOUSE CHARITIES

3925 CHESTNUT STREET
PHILADELPHIA,PA19104 		  PC GENERAL CHARITABLE PURPOSES 1,040

ROTARY CLUB OF MT LAUREL FOUNDATION

54 PICKWICK DRIVE
MARLTON,NJ08053 		  PC GENERAL CHARITABLE PURPOSES 630

RUTGERS UNIVERSITY FOUNDATION

335 GEORGE STREET
NEW BRUNSWICK,NJ08901 		  PC GENERAL CHARITABLE PURPOSES 2,500

SALTZMAN HOUSE GIFT CARD

1401 SPRINGDALE RD
CHERRY HILL,NJ08003 		  PC GENERAL CHARITABLE PURPOSES 50

SAMARITAN HOSPICE

5 EVES DR SUITE 300
MARLTON,NJ08053 		  PC GENERAL CHARITABLE PURPOSES 100

SCARC FOUNDATION

11 ROUTE 206 SUITE 100
AUGUSTA,NJ07822 		  PC GENERAL CHARITABLE PURPOSES 1,500

SOUTHERN NJ PERINATAL COOPERATIVE INC

2101 FERRY AVENUE
CAMDEN,NJ08104 		  PC GENERAL CHARITABLE PURPOSES 100

ST JOAN OF ARC

100 WILLOW BEND ROAD
MARLTON,NJ08053 		  PC GENERAL CHARITABLE PURPOSES 500

ST JUDE CHILDREN'S RESEARCH HOSPITAL

501 ST JUDE PLACE
MEMPHIS,TN38105 		  PC GENERAL CHARITABLE PURPOSES 100

ST VINCENT DEPAUL SOCIETY

9 PARKDALE PLACE
MARLTON,NJ08053 		  PC GENERAL CHARITABLE PURPOSES 1,000

STACY ZALLIE FOUNDATION

807 FOUNTAIN HALL COURT
LEESBURG,VA20176 		  PC GENERAL CHARITABLE PURPOSES 3,000

SUNRISE ASSOCIATION

15 NEIL COURT
OCEANSIDE,NY11572 		  PC GENERAL CHARITABLE PURPOSES 2,000

SYLVIA AND IRVING GLADSTEIN FOUNDATION

20 ACADEMY ROAD
CALDWELL,NJ07006 		  PC GENERAL CHARITABLE PURPOSES 1,800

TARKHILL SOCCER CLUB

PO BOX 43
STRATFORD,NJ08084 		  PC GENERAL CHARITABLE PURPOSES 50

TEMPLE BETH SHOLOM

1901 KRESSON RD
CHERRY HILL,NJ08003 		  PC GENERAL CHARITABLE PURPOSES 10,000

THE COOPER FOUNDATION

200 FEDERAL STREET SUITE 146
CAMDEN,NJ08103 		  PC GENERAL CHARITABLE PURPOSES 1,500

THE WORK GROUP

3720 MARLTON PIKE
PENNSAUKEN,NJ08110 		  PC GENERAL CHARITABLE PURPOSES 526

THOMAS JEFFERSON UNIVERSITY

1020 WALNUT STREET
PHILADELPHIA,PA19107 		  PC GENERAL CHARITABLE PURPOSES 500

UFCW LOCAL 360 SCHOLARSHIP FUND

400 COMMERCE LANE RT 73
W BERLIN,NJ08091 		  PC GENERAL CHARITABLE PURPOSES 700

UNITE FOR HER

127 EAST CHESTNUT STREET FIRST
FLOOR
WEST CHESTER,PA19380 		  PC GENERAL CHARITABLE PURPOSES 200

URBAN PROMISE

PO BOX 1479
CAMDEN,NJ08105 		  PC GENERAL CHARITABLE PURPOSES 3,500

VIRTUA FOUNDATION

POBOX 70260
PHILADELPHIA,PA191769703 		  PC GENERAL CHARITABLE PURPOSES 2,000

VOORHEES ANIMAL ORPHANANGE

419 COOPER ROAD
VOORHEES,NJ08043 		  PC GENERAL CHARITABLE PURPOSES 1,882

VOORHEES BREAKFAST ROTARY

PO BOX 1645
VOORHEES,NJ08043 		  PC GENERAL CHARITABLE PURPOSES 501

VOORHEES CITIZENS EVENT FOUNDATION

2400 VOORHEES TOWN CENTER
VOORHEES,NJ08043 		  PC GENERAL CHARITABLE PURPOSES 2,000

VOORHEES POLICE AND FIRE FOUNDATION

1180 WHITE HORSE RD
VOORHEES,NJ08043 		  PC GENERAL CHARITABLE PURPOSES 624

VOORHEES SOCCER ASSOCIATION

PO BOX 1135
VOORHEES,NJ08043 		  PC GENERAL CHARITABLE PURPOSES 120

WCRE FOUNDATION

951 ROUTE 73 NORTH SUITE D
MARLTON,NJ08053 		  PC GENERAL CHARITABLE PURPOSES 500

WOODLAND COMMUNITY DEVELOPMENT CORP

2300 S 8TH ST
CAMDEN,NJ08104 		  PC GENERAL CHARITABLE PURPOSES 2,500
Total .................................right arrow 3a 148,756
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 ........... 		         
4 Dividends and interest from securities ....     14 24,770  
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 75,907  
9 Net income or (loss) from special events:         8,037
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 100,677 8,037
13Total. Add line 12, columns (b), (d), and (e)..................
13
108,714
(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.)
9 NET INCOME FROM VARIOUS FUNDRAISING EVENTS THROUGHOUT THE YEAR
Form 990-PF (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
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
2023
Name of the organization
RAVITZ FAMILY FOUNDATION
C/O BRETT RAVITZ
Employer identification number

52-1999567
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) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
RAVITZ FAMILY FOUNDATION
C/O BRETT RAVITZ 		Employer identification number
52-1999567
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
ALANRIC FOOD CENTO
 
100 CENTO BLVD
 
THOROFARE, NJ08086

$ 5,500


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
ALLIED BEVERAGE GROUP LLC
 
600 WASHINGTON AVE
 
CARLSTADT, NJ07072

$ 7,500


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
BIMBO BAKERY USA
 
PO BOX110
 
NORRISTOWN, PA19404

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
CAMPBELLS SNACKS
 
3 EXECUTIVE CAMPUS RT 70 CUTHBERT B
 
CHERRY HILL, NJ08002

$ 12,500


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
5
CANADA DRY
 
8275 ROUTE 130
 
PENNSAUKEN, NJ08110

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
6
COKE
 
801 EAST ERIE AVE
 
PHILADELPHIA, PA19134

$ 20,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
RAVITZ FAMILY FOUNDATION
C/O BRETT RAVITZ 		Employer identification number
52-1999567
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
COLD TECH
 
1001 LOWER LANDING RD SUITE 203
 
BLACKWOOD, NJ08012

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
8
DIETZ & WATSON
 
5701 TACONY ST
 
PHILADELPHIA, PA19135

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
9
FRITO LAY
 
PO BOX 650378
 
DALLAS, TX75265

$ 12,500


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
10
GUARINO SONS INC
 
PO BOX 57
 
NATIONAL PARK, NJ08063

$ 5,500


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
11
HERR'S
 
6810 TILGHMAN ST
 
ALLENTOWN, PA18106

$ 7,500


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
12
KAYCO
 
72 NEW HOOK ROAD
 
BAYONNE, NJ07002

$ 5,500


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
RAVITZ FAMILY FOUNDATION
C/O BRETT RAVITZ 		Employer identification number
52-1999567
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
KEEBLERKELLOGS
 
ONE KELLOGG SQ
 
BATTLE CREEK, MI49016

$ 11,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
14
KRAFT
 
355 CLEARVIEW AVE
 
EDISON, NJ08818

$ 7,500


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
15
LYNMAR BUILDERSPALMIERI ENT
 
261 HARVARD AVE
 
WESTVILLE, NJ08093

$ 20,500


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
16
MONDELEZ NABISCO
 
100 DEFOREST AVE
 
EAST HANOVER, NJ07936

$ 7,500


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
17
PEPSI
 
8275 ROUTE 130
 
PENNSAUKEN, NJ08110

$ 10,500


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
18
PROFORMA
 
157 COOPER RD
 
WEST BERLIN, NJ08091

$ 5,500


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
RAVITZ FAMILY FOUNDATION
C/O BRETT RAVITZ 		Employer identification number
52-1999567
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
SCHMIDT'S BAKERY
 
780 FITCH LANE
 
BALTIMORE, MD21236

$ 5,500


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
20
TASTYKAKEFLOWERS FOODS
 
132 N BROAD STREET
 
THOMASVILLE, GA31792

$ 7,500


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
21
TYSON FOODS
 
1585 W FOREST GROVE RD
 
VINELAND, NJ08360

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
22
UTZ
 
23 HAINES MILL RD
 
DERLAN, NJ08075

$ 5,500


(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) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
RAVITZ FAMILY FOUNDATION
C/O BRETT RAVITZ 		Employer identification number

52-1999567
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
 
$    
(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) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
RAVITZ FAMILY FOUNDATION
C/O BRETT RAVITZ 		Employer identification number

52-1999567
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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
RAVITZ FAMILY FOUNDATION
 
C/O BRETT RAVITZ
EIN:
52-1999567
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROFESSIONAL FEES 9,040 0   9,040

TY 2023 InvestmentsCorpStockSchedule
Name:
RAVITZ FAMILY FOUNDATION
 
C/O BRETT RAVITZ
EIN:
52-1999567
Name of Stock End of Year Book Value End of Year Fair Market Value
ACCENTURE PLC 13,265 14,387
APPLE INC 9,000 17,713
AUTOMATIC DATA PROCESSING INC COM 10,687 9,785
BROADRIDGE FINANCIAL SOLUTION INC COM 14,166 15,637
CENCORA INC COM 15,710 18,073
CISCO SYSTEMS INC 6,307 5,608
ELILLY & CO COM 9,857 10,493
EATON CORPORATION PLC 10,343 10,837
HERSHEY COMPANY COM USD 1.00 9,805 8,390
MARSH &MCLENNAN COMPANIES INC COM 5,418 5,305
MERCK &CO. INC COM 7,903 7,849
MICROSOFT CORP 12,229 22,186
NIKE INC CLASS B COMP 5,625 5,211
PEPSICO INC 7,603 7,133
SHERWIN-WILLIAMS CO 11,091 12,787
STRYKER COPORATION COM 10,681 11,080
TJX COMPANIES INC 8,108 8,255
TRACTOR SUPPLY CO 9,558 9,246
UNITEDHEALTH GROUP INC 12,806 13,688

TY 2023 InvestmentsOtherSchedule2
Name:
RAVITZ FAMILY FOUNDATION
 
C/O BRETT RAVITZ
EIN:
52-1999567
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ASSOCIATED BK GB WIS SR MTN BE CD FMV 150,000 150,005
FIDELITY TREAUSRY MONEY MARKET FUND FMV 111,996 111,996
ISHARES CORE S&P 500 ETF( FMV 220,312 232,606
ISHARES S&P 100 INDEX FUND FMV 15,611 17,202
ISHARES S&P 500 GROWTH ETF(IVW) FMV 13,309 13,819
ISHARES TR EAFE VALUE ETF( FMV 52,236 54,914
ISHARES TR EAFE GRWTH ETF( FMV 27,511 28,764
ISHARES GLOBAL ENERGY ETF( FMV 6,356 5,906
ISHARES TR MSCI USA MIN VOL( FMV 13,326 13,811
ISHARES TR MSCI USA QLT FCT( FMV 53,437 56,355
ISHARES INC CORE MSCI EMERGING MKTS FMV 23,747 19,929
ISHARES TR ESG AWARE MSCI USA FMV 26,231 27,699
ISHARES TR US INFRASTRUC FMV 6,491 6,685
ISHARES MSCI EMR MRK EX CHNA( FMV 6,383 7,147
ISHARES TRUST DJ US TECHNOLOGY( FMV 12,985 14,362
ISHARES IBOXX $ INVESTMENT GRADE FMV 9,647 10,070
ISHARES TR 20 YR TR BD FMV 18,569 19,084
ISHARES TR MBS ETF FMV 22,654 23,238
ISHARES TR CORE TOTAL USD FMV 92,543 95,042
ISHARES TREASURY FLOATING RA FMV 23,278 23,166

TY 2023 OtherExpensesSchedule
Name:
RAVITZ FAMILY FOUNDATION
 
C/O BRETT RAVITZ
EIN:
52-1999567
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
SPECIAL EVENTS 84,623 0   84,623
LICENSES AND PERMITS 250 0   250
BANK FEES 11,059 11,059   0
ADMIN SERVICES-SOCH 25,082 0   25,082
INSURANCE 1,249 0   1,249
FEES 31 0   31


TY 2023 OtherIncomeSchedule2
Name:
RAVITZ FAMILY FOUNDATION
 
C/O BRETT RAVITZ
EIN:
52-1999567
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS 46,330   46,330


TY 2023 OtherIncreasesSchedule
Name:
RAVITZ FAMILY FOUNDATION
 
C/O BRETT RAVITZ
EIN:
52-1999567
Description Amount
CHANGE IN VALUE OF INVESTMENTS 52,327
ACCRUAL TO CASH ADJUSTMENT 2,316


TY 2023 TaxesSchedule
Name:
RAVITZ FAMILY FOUNDATION
 
C/O BRETT RAVITZ
EIN:
52-1999567
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAXES 43 0   0
FOREIGN TAXES 334 334   0