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
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)

(610) 661-4505
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$8,779,426J 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) 135
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 254,979 254,979  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 6,364
b Gross sales price for all assets on line 6a 1,958,056
7 Capital gain net income (from Part IV, line 2)... 6,364
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
8,912 8,912 0
12 Total. Add lines 1 through 11........ 270,390 270,255 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
15,187 4,208 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
8,772 8,414 0 15
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 23,959 12,622 0 15
25 Contributions, gifts, grants paid....... 734,870 734,870
26 Total expenses and disbursements. Add lines 24 and 25 758,829 12,622 0 734,885
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -488,439
b Net investment income (if negative, enter -0-) 257,633
c Adjusted net income (if negative, enter -0-)... 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............. 35,458 187,817 187,817
2 Savings and temporary cash investments......... 358,443 829,512 829,512
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) 3,027,104 Click to see attachment
List of Attached Documents:
// Content
2,198,354 		2,204,306
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule)....... 556,062 Click to see attachment
List of Attached Documents:
// Content
308,107 		297,058
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).......... 3,327,420 Click to see attachment
List of Attached Documents:
// Content
3,285,148 		5,257,658
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
3,075 		Click to see attachment
List of Attached Documents:
// Content
3,075
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,304,487 6,812,013 8,779,426
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........ 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 7,304,487 6,812,013
29 Total net assets or fund balances (see instructions)..... 7,304,487 6,812,013
30 Total liabilities and net assets/fund balances (see instructions). 7,304,487 6,812,013
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
7,304,487
2
Enter amount from Part I, line 27a .....................
2
-488,439
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
6,816,048
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
4,035
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,812,013
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 USA TREASURY NOTES 00.125% DUE 07/31/2023 P 2022-08-04 2023-07-31
b BANK OF NEW YORK MELLON SER 10YR CALL 01/05/24 @100 UNSC P 2017-01-31 2023-03-30
c CALIFORNIA ST DEPT OF WTR RESO REF-CENTRA REV P 2018-08-30 2023-12-01
d JOHNSON & JOHNSON UNSC P 2018-08-28 2023-12-05
e LOS ANGELES CA WSTWTR SYS REVE REF-GREEN REV P 2018-09-05 2023-06-01
MARYLAND ST BUILD AMER GO P 2017-03-14 2023-03-01
US BANCORP SER V CALL 06/22/26 @100 UNSC P 2017-02-13 2023-03-30
WELLS FARGO BANK NA INSTL CTF OF DEPOSIT P 2018-09-06 2023-09-14
USA TREASURY BILLS DTD 09/15/2022 DUE 03/16/2023 P 2022-12-15 2023-03-16
USA TREASURY BILLS DTD 06/16/2022 DUE 06/15/2023 P 2022-12-15 2023-06-15
US TREASURY NOTE 0.125% 10/15/23 TRADE DATE 10/24/22 P 2022-10-24 2023-10-15
USA TREASURY NOTES 1.75% DUE 5/15/2023 P 2017-02-15 2023-05-15
US TREASURY BILL DTD 8/1/2022 MAT 8/10/2023 P 2022-08-11 2023-08-10
US TREASURY BILL DTD 06/16/2022 0% 06/15/2023 P 2022-12-15 2023-06-15
US TREASURY BILL DTD 09/15/2022 0% 3/16/2023 P 2022-12-15 2023-03-16
STATE OF ISRAEL 12TH MACCABEE FIX 5 YEAR 0.4 .240% DUE 12/01/2027 P 2023-01-31 2023-01-31
STATE OF ISRAEL 3.86% 3/1/23 P 2018-03-01 2023-03-01
STATE OF ISRAEL 4.22% 10/1/23 P 2018-10-01 2023-10-01
STATE OF ISRAEL 4.38% 11/1/23 P 2018-11-01 2023-11-01
STATE OF ISRAEL 5YR MAZEL TOV BOND 4.380% DUE 11/01/2023 P 2018-11-01 2023-11-01
STATE OF ISRAEL 4.220% DUE 10/01/2023 P 2018-10-24 2023-01-01
STATE OF ISRAEL 3.860% DUE 3/01/2023 P 2018-10-24 2023-03-01
(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 50,000   48,584 1,416
b 49,263   51,902 -2,639
c 40,000   39,078 922
d 100,000   101,463 -1,463
e 85,000   83,168 1,832
100,000   100,000 0
91,342   92,090 -748
50,000   49,775 225
247,339   247,339 0
249,190   249,190 0
75,000   71,892 3,108
125,000   121,289 3,711
324,557   324,557 0
173,137   173,137 0
171,013   171,013 0
5,000   5,000 0
6,043   6,043 0
3,074   3,074 0
3,098   3,098 0
2,500   2,500 0
2,500   2,500 0
5,000   5,000 0
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       1,416
b       -2,639
c       922
d       -1,463
e       1,832
      0
      -748
      225
      0
      0
      3,108
      3,711
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
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 6,364
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 3,581
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 3,581
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 3,581
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 6,000
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 6,000
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 2,419
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow2,419 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 arrowPA
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 arrowN/A
14
The books are in care ofright arrowJEFFREY HONICKMAN FOUNDATION MGR Telephone no.right arrow (610) 661-4505

Located atright arrow130 SOUTH 18TH STREET NO 3301PHILADELPHIAPA ZIP+4right arrow19103
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)
 
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
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
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...................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  
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
7,508,208
b
Average of monthly cash balances.......................
1b
1,155,932
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
8,664,140
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
8,664,140
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
129,962
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,534,178
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
426,709
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
426,709
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
3,581
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,581
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
423,128
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
423,128
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
423,128
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
734,885
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
734,885
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 7 423,128
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...... 6,307
b From 2019...... 17,606
c From 2020......  
d From 2021......  
e From 2022...... 29,708
f Total of lines 3a through e ........ 53,621
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 734,885
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..... 423,128
e Remaining amount distributed out of corpus 311,757
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 5 365,378
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) ... 		6,307
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		359,071
10 Analysis of line 9:
a Excess from 2019.... 17,606
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022.... 29,708
e Excess from 2023.... 311,757
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 e-mail address of the person to whom applications should be addressed:
MARJORIE HONICKMAN
130 SOUTH 18TH STREET NO 3301
PHILADELPHIA,PA19103
(610) 661-4505
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 (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

ABRAMSON CANCER CENTER OF UNIV OF PA

3400 SPRUCE STREET
PHILADELPHIA,PA19104 		N/A PC UNRESTRICTED 360

ABRAMSON SENIOR CARE

1425 HORSHAM ROAD
NORTH WALES,PA19454 		N/A PC UNRESTRICTED 180

ACADEMY IN MANAYUNK (AIM ACADEMY)

1200 RIVER ROAD
CONSHOHOCKEN,PA19428 		N/A PC UNRESTRICTED 5,000

AFMDA- MAGEN DAVID ADOM

20 WEST 36TH STREET SUITE 1100
NEW YORK,NY100189784 		N/A PC UNRESTRICTED 1,000

AGAHOZO-SHALOM YOUTH VILLAGE

620 8TH AVE 19TH FLOOR
NEW YORK,NY10018 		N/A PC UNRESTRICTED 10,068

AMERICAN ASSOCIATES BEN-GURION UNIVERSITY OF THE NEGEV

1001 AVE OF THE AMERICAS
NEW YORK,NY10018 		N/A PC UNRESTRICTED 1,000

AMERICAN FRIENDS OF ALYN HOSPITAL INC

122 EAST 42ND STREET
NEW YORK,NY10168 		N/A PC UNRESTRICTED 1,088

BARNEGAT LIGHT FIRST AID SQUAD

15 W 10TH STREET
BARNEGAT LIGHT,NJ08806 		N/A PC UNRESTRICTED 100

BARNEGAT LIGHT VOLUNTEER FIRE CO NO 1 INC

10TH BLVD PO BOX 633
BARNEGAT LIGHT,NJ08006 		N/A PC UNRESTRICTED 100

BARNES FOUNDATION

2025 BENJAMIN FRANKLIN PARKWAY
PHILADELPHIA,PA19130 		N/A PC UNRESTRICTED 25,000

BAY AREA DISCOVERY MUSEUM

557 MCREYNOLDS ROAD
SAUSALITO,CA94965 		N/A PC UNRESTRICTED 309

BETH SHOLOM CONGREGATION

8231 OLD YORK ROAD
ELKINS PARK,PA19027 		N/A PC UNRESTRICTED 180

BIG SUR MARATHON FOUNDATION INC

PO BOX 222620
CARMEL,CA93922 		N/A PC UNRESTRICTED 603

BIRTHRIGHT ISRAEL FOUNDATION

PO BOX 5892
HICKSVILLE,NY11801 		N/A PC UNRESTRICTED 3,700

BOTTOMLESS CLOSET

16 EAST 52ND STREET NO 15FL
NEW YORK,NY10022 		N/A PC UNRESTRICTED 1,000

CALIFORNIA ACADEMY OF SCIENCES

55 MUSIC CONCOURSE DRIVE
SAN FRANCISCO,CA94418 		N/A PC UNRESTRICTED 159

CB COMMUNITY SCHOOLS

4101 FREELAND AVENUE
PHILADELPHIA,PA19128 		N/A PC UNRESTRICTED 250

CENTER CITY RESIDENTS ASSOCIATION OF PHILADELPHIA

1900 MARKET STREET
PHILADELPHIA,PA19103 		N/A PC UNRESTRICTED 35

CENTER FOR AQUATIC SCIENCES INC

1 RIVERSIDE DRIVE
CAMDEN,NJ08103 		N/A PC UNRESTRICTED 98

CHABAD JEWISH STUDENT CENTER

1142 KING STREET
SANTA CRUZ,CA950602414 		N/A PC UNRESTRICTED 3,000

CHABAD LUBAVITCH

382 S 2ND ST
POTTSVILLE,PA17901 		N/A PC UNRESTRICTED 1,000

CHILDREN'S HOSPITAL FOUNDATION

3401 CIVIC CENTER BLVD
PHILADELPHIA,PA19104 		N/A PC UNRESTRICTED 20,250

CONGREGATION KOL SHOFAR

215 BLACKFIELD DR
TIBURON,CA94920 		N/A PC UNRESTRICTED 4,350

CORNER HOUSE FOUNDATION

ONE MONUMENT DRIVE
PRINCETON,NJ08542 		N/A PC UNRESTRICTED 100

CUSTOM AND CRAFT JEWISH RITUALS INC

1524 S WOOSTER ST APT 3
JERSEY CITY,NJ900353426 		N/A PC UNRESTRICTED 371

DREXEL UNIVERSITY

3141 CHESTNUT STREET
PHILADELPHIA,PA19104 		N/A PC UNRESTRICTED 1,000

DRIVE CHANGE INC

630 FLUSHING AVENUE
BROOKLYN,NY11206 		N/A PC UNRESTRICTED 53

EINSTEIN HEALTHCARE NETWORK

5501 OLD YORK ROAD
PHILADELPHIA,PA19141 		N/A PC UNRESTRICTED 100

EMILY'S ENTOURAGE

PO BOX 71
MERION STATION,PA19066 		N/A PC UNRESTRICTED 1,500

EVERYTOWN FOR GUN SAFETY

PO BOX 4184
NEW YORK,NY10163 		N/A PC UNRESTRICTED 350

FEDERATION EARLY LEARNING SERVICES

10700 JAMISON AVENUE
PHILADELPHIA,PA19116 		N/A PC UNRESTRICTED 860

FLETCHER STREET URBAN RIDING CLUB

2607 WEST FLETCHER STREET
PHILADELPHIA,PA19132 		N/A PC UNRESTRICTED 180

FOUNDATION FOR JEWISH CAMP

253 W 35TH ST 4TH FL
NEW YORK,NY10001 		N/A PC UNRESTRICTED 180

FRANKLIN INSTITUTE

222 N 20TH STREET
PHILADELPHIA,PA19103 		N/A PC UNRESTRICTED 1,500

FRIENDS OF RITTENHOUSE SQUARE

PO BOX 1308
PHILADELPHIA,PA19103 		N/A PC UNRESTRICTED 4,000

FRIENDS OF THE ISRAEL DEFENSE FORCES

PO BOX 4224
NEW YORK CITY,NY10163 		N/A PC UNRESTRICTED 180

FRIENDS OF UNITED HATZALAH

PO BOX 24666
NEW YORK,NY100874666 		N/A PC UNRESTRICTED 360

GERMANTOWN ACADEMY

PO BOX 287 MORRIS ROAD
FORT WASHINGTON,PA19034 		N/A PC UNRESTRICTED 600

GIRLS ON THE RUN OF CENTRAL NEW YORK

PO BOX 1245
COOPERSTOWN,NY13326 		N/A PC UNRESTRICTED 105

HABITAT FOR HUMANITY

322 WEST LAMAR STREET
AMERICUS,GA31709 		N/A PC UNRESTRICTED 500

HADAR

210 W 93RD STREET
NEW YORK,NY10025 		N/A PC UNRESTRICTED 36

HAR ZION TEMPLE

1500 HAGYS FORD ROAD
PENN VALLEY,PA19072 		N/A PC UNRESTRICTED 454,954

HELP PERU INC

418 E 59TH STREET - APT 19A
NEW YORK,NY10022 		N/A PC UNRESTRICTED 100

HELPHOPELIVE

2 RADNOR CRP CTR 100 MATSONFORD RD
RADNOR,PA19087 		N/A PC UNRESTRICTED 1,000

HIDDEN VALLEY PTO

46 GREEN VALLEY CT
SAN ANSELMO,CA94960 		N/A PC UNRESTRICTED 125

HIGH POINT VOLUNTEER FIRE COMPANY

10 WEST 80TH STREET
HARVEY CEDARS,NJ08008 		N/A PC UNRESTRICTED 250

HIP HOP PUBLIC HEALTH INC

222 BROADWAY - 19TH FLOOR
NEW YORK,NY10038 		N/A PC UNRESTRICTED 1,000

HURU INTERNATIONAL

15 WEST 26TH STREET NO 11TH
NEW YORK,NY10010 		N/A PC UNRESTRICTED 1,000

IMPACT 100

4010 EXECUTIVE PARK DR STE 100
CINCINNATI,OH45241 		N/A PC UNRESTRICTED 1,150

INSTITUTE OF CONTEMPORARY ART

25 HARBOR SHORE DRIVE
BOSTON,ME02210 		N/A PC UNRESTRICTED 750

JCHAI

21 BALA AVE
BALA CYNWYD,PA19004 		N/A PC UNRESTRICTED 5,000

JEFFERSON

1101 MARKET STREET 22ND FLOOR
PHILADELPHIA,PA19107 		N/A PC UNRESTRICTED 1,000

JEWISH FAMILY AND CHILDREN'S SERVICE

2100 ARCH STREET 5TH FLOOR
PHILADELPHIA,PA19103 		N/A PC UNRESTRICTED 3,000

JEWISH FEDERATION OF GREATER PHILADELPHIA

2101 STRAHLE STREET
PHILADELPHIA,PA19152 		N/A PC UNRESTRICTED 65,597

JEWISH FUNDERS NETWORK

150 WEST 30TH STREET 900
NEW YORK,NY10001 		N/A PC UNRESTRICTED 1,200

JEWISH HERITAGE PROGRAMS

4037 PINE ST
PHILADELPHIA,PA19104 		N/A PC UNRESTRICTED 1,000

JEWISH RELIEF AGENCY

10980 DUTTON ROAD
PHILADELPHIA,PA19154 		N/A PC UNRESTRICTED 1,000

KENSINGTON CREATIVE PERFORMING & ARTS HIGH SCHOOL

1901 N FRONT STREET
PHILADELPHIA,PA19122 		N/A PC UNRESTRICTED 2,700

KQED PUBLIC MEDIA

2601 MARIPOSA STREET
SAN FRANCISCO,CA941101426 		N/A PC UNRESTRICTED 258

LBI FOUNDATION OF THE ARTS & SCIENCES

120 LONG BEACH BLVD
LOVELADIES,NJ08008 		N/A PC UNRESTRICTED 750

LEGACY OF HOPE INC

439 CHESTERFIELD DRIVE
DOWNINGTOWN,PA19335 		N/A PC UNRESTRICTED 103

LIGHTHOUSE INTERNATIONAL FILM FESTIVAL

15 W 65TH STREET
NEW YORK,NY10023 		N/A PC UNRESTRICTED 1,500

LIVING BEYOND BREAST CANCER

40 MONUMENT RD STE 104
BALACYNWYD,PA19004 		N/A PC UNRESTRICTED 2,700

LONG BEACH TOWNSHIP PBA LOCAL #373

PO BOX 2315
LONG BEACH,NJ08008 		N/A PC UNRESTRICTED 100

MANNA METROPOLITAN AREA NEIGHBORHOOD NUTRITION ALLIANCE

2323 RANSTEAD STREET
PHILADELPHIA,PA19103 		N/A PC UNRESTRICTED 280

MEDFORD UNITED METHODIST CHUCH

2 HARTFORD RD
MEDFORD,NJ08055 		N/A PC UNRESTRICTED 1,500

MOISHE HOUSE

5802 MONROE ROAD
CHARLOTTE,NC28212 		N/A PC UNRESTRICTED 1,800

MORRIS ARBORETUM

100 E NORTHWESTERN AVENUE
PHILADELPHIA,PA19118 		N/A PC UNRESTRICTED 100

MOVING TRADITIONS

8380 OLD YORK ROAD
ELKINS PARK,PA19027 		N/A PC UNRESTRICTED 540

MULTIPLE MYELOMA RESEARCH

383 MAIN AVE 5TH FL
NORWALK,CT06581 		N/A PC UNRESTRICTED 1,800

NETWORK FOR GOOD

1140 CONNECTICUT AVE NW
WASHINGTON,DC20036 		N/A PC UNRESTRICTED 180

OAKLAND ZOO

PO BOX 5238
OAKLAND,CA94605 		N/A PC UNRESTRICTED 224

OROT

7601 OLD YORK ROAD
ELKINS PARK,PA19027 		N/A PC UNRESTRICTED 1,800

PAYPAL GIVING FUND

1250 I STREET NW SUITE 1202
WASHINGTON,DC20005 		N/A PC UNRESTRICTED 257

PENN STATE UNIVERSITY

229 HAMMOND BUILDING
UNIVERSITY PARK,PA16802 		N/A PC UNRESTRICTED 500

PERELMAN JEWISH DAY SCHOOL

49 HAVERFORD ROAD
WYNNEWOOD,PA19096 		N/A PC UNRESTRICTED 2,230

PHILADELPHIA JEWISH FILM AND MEDIA

101 S INDEPENDENCE MALL E
PHILADELPHIA,PA19106 		N/A PC UNRESTRICTED 500

PHILADELPHIA MUSEUM OF ART

2600 BENJAMIN FRANKLIN PARKWAY
PHILADELPHIA,PA19130 		N/A PC UNRESTRICTED 30,000

PHILADELPHIA VIP

1500 WALNUT STREET SUITE 400
PHILADELPHIA,PA19102 		N/A PC UNRESTRICTED 750

PHILLY FIGHTS CANCER

1300 CHESTNUT ST APT 504
PHILADELPHIA,PA19107 		N/A PC UNRESTRICTED 5,000

PIXIE PARENTS

PO BOX 602
ROSS,CA94957 		N/A PC UNRESTRICTED 595

PMA CRAFT SHOW

PO BOX 7646
PHILADELPHIA,PA19101 		N/A PC UNRESTRICTED 1,500

PROJECT HOME

1515 FAIRMONT AVENUE
PHILADELPHIA,PA19104 		N/A PC UNRESTRICTED 200

RONALD MCDONALD HOUSE CHARITIES

26345 NETWORK PLACE
CHICAGO,IL60673 		N/A PC UNRESTRICTED 415

SAIL MARTHA'S VINEYARD

79 BEACH ROAD
VINEYARD HAVEN,MA02568 		N/A PC UNRESTRICTED 250

SCHOLARSHIP AMERICA

1101 17TH STREET NW SUITE 300
WASHINGTON,DC20036 		N/A PC UNRESTRICTED 22,200

SUMMER CAMP OPPORTUNITIES PROMOTE EDUCATION INC

275 MADISON AVENUE SUITE 2110
NEW YORK,NY10016 		N/A PC UNRESTRICTED 189

TEAM IMPACT

500 VICTORY ROAD
QUINCY,MA02171 		N/A PC UNRESTRICTED 2,500

THE FRIENDSHIP CIRCLE PHILADELPHIA REGION SOUTH

754 S 9TH STREET
PHILADELPHIA,PA19147 		N/A PC UNRESTRICTED 1,980

THE JEWISH CENTER PRINCETON

435 NASSAU ST
PRINCETON,NJ08540 		N/A PC UNRESTRICTED 1,000

THE MARINE MAMMAL CENTER

2000 BUNKER ROAD
SAUSALITO,CA94965 		N/A PC UNRESTRICTED 258

THE MUSEUM OF THE AMERICAN REVOLUTION

101 S 3RD STREET
PHILADELPHIA,PA19106 		N/A PC UNRESTRICTED 1,000

TORAH FUND

3080 BROADWAY
NEW YORK,NY10027 		N/A PC UNRESTRICTED 1,200

TRIBE 12

101 S INDEPENDENCE MALL E
PHILADELPHIA,PA19106 		N/A PC UNRESTRICTED 1,000

TUFTS UNIVERSITY

419 BOSTON AVENUE
MEDFORD,MA02115 		N/A PC UNRESTRICTED 5,050

USC SHOAH FOUNDATION

650 W 35TH STREET SUITE 401
LOAS ANGELES,CA900892571 		N/A PC UNRESTRICTED 180

VETRI COMMUNITY PARTNERSHIP

211 N 13TH ST 303
PHILADELPHIA,PA19107 		N/A PC UNRESTRICTED 250

WISSINOMING UNITED METHODIST CHURCH

4419 COMLY ST
PHILADELPHIA,PA19135 		N/A PC UNRESTRICTED 4,000

WORLD CENTRAL KITCHEN

1625 EYE STREET NW
WASHINGTON,DC20006 		N/A PC UNRESTRICTED 100

YESHIVA UNIVERSITY - FERKAUF SCHOOL OF PSYCHOLOGY

500 WEST 185TH ST
NEW YORK,NY10033 		N/A PC UNRESTRICTED 5,000

YOUNG SCHOLARS CHARTER SCHOOL

900 N MARSHALL ST
PHILADELPHIA,PA19123 		N/A PC UNRESTRICTED 1,500
Total .................................right arrow 3a 734,870
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 ....     14 254,979  
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 .....     14 8,912  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 6,364  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a8912 		         
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 270,255 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
270,255
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (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
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Form 990-PF (2023)
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Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE SARAMAR CHARITABLE FUND
EIN:
25-6839698
Name of Bond End of Year Book Value End of Year Fair Market Value
COLGATE PALMOLIVE CO 3.250% DUE 03/15/2024 50,063 49,799
INTERNATIONAL BUSINESS MACH CORP 7.000% DUE 10/30/2025 60,260 52,051
PROCTER AND GAMBLE CO 2.700% DUE 2/2/2026 96,867 96,608
WALMART STORE 3.550% DUE 6/26/2025 100,917 98,600

TY 2023 InvestmentsGovtObligationsSch
Name:
THE SARAMAR CHARITABLE FUND
EIN:
25-6839698
US Government Securities - End of Year Book Value:

1,237,670
US Government Securities - End of Year Fair Market Value:

1,255,100
State & Local Government Securities - End of Year Book Value:


960,684
State & Local Government Securities - End of Year Fair Market Value:


949,206


TY 2023 InvestmentsOtherSchedule2
Name:
THE SARAMAR CHARITABLE FUND
EIN:
25-6839698
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
CITIBANK NA 3.400% DUE 8/25/2025 FMV 69,468 68,321
DISCOVER BK 4.9% 11/08/27 FMV 49,750 50,285
GATEWAY TRUST GATEWAY FUND CLASS Y FMV 353,038 445,611
ISHARES CORE MSCI EMERGING MARKETS FMV 275,265 274,397
ISHARES CORE MSCI EUROPE ETF FMV 225,026 263,271
ISHARES CORE MSCI PACIFIC ET ETF FMV 225,032 233,874
ISHARES CORE S&P MID -CAP ETF FMV 151,797 233,083
ISHARES RUSSEL 2000 VALUE ETF FMV 106,264 99,411
ISHARES RUSSEL 2000 VALUE ETF FMV 99,867 127,371
ISHARES TR MSCI EAFE FMV 395,372 524,436
ISHARES TR RUSSELL 1000 INDEX FD FMV 158,128 744,818
ISHARES TR S&P SMALLCAP FMV 188,390 714,450
MERGER FUND CLASS I FD #301 FMV 410,000 396,895
SPDR MIDCAP TR (NAME CHG 2010) FMV 72,955 393,219
STATE OF ISRAEL 5YR MAZEL TOV BOND 3.040% DUE 11/01/2024 FMV 2,500 2,338
STATE OF ISRAEL 5YR MAZEL TOV BOND 3.040% DUE 11/01/2025 FMV 2,500 2,310
SYNCHRONY BANK 3.300% DUE 7/25/2024 FMV 74,598 74,167
VANGAURD INDEX FUND ETF FMV 283,067 459,514
VANGUARD FTSE EMERGING MARKETS FMV 126,131 135,219
STATE OF ISRAEL 5/710% DUE 10/01/2028 FMV 2,500 1,929
STATE OF ISRAEL 12TH MACCABEE FIX 5 YEAR 4.240% DUE 12/01/2027 FMV 5,000 4,919
STATE OF ISRAEL 12TH MACCABEE FIX 4.740% DUE 03/01/2033 FMV 6,000 5,909
ISRAEL ST 9TH MAZEL TOV 5Y 06.140% DUE 11/01/2028 FMV 2,500 1,911

TY 2023 OtherAssetsSchedule
Name:
THE SARAMAR CHARITABLE FUND
EIN:
25-6839698
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
OTHER ASSET   3,075 3,075


TY 2023 OtherDecreasesSchedule
Name:
THE SARAMAR CHARITABLE FUND
EIN:
25-6839698
Description Amount
ADJUSTMENT FOR SALE OF APPRECIATED SECURITY 4,035


TY 2023 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 0 0 15
INVESTMENT FEES 8,409 8,409 0 0
MISCELLANEOUS EXPENSES 343 0 0 0
BANK CHARGES 5 5 0 0


TY 2023 OtherIncomeSchedule2
Name:
THE SARAMAR CHARITABLE FUND
EIN:
25-6839698
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INVESTMENT INCOME 8,912 8,912  


TY 2023 TaxesSchedule
Name:
THE SARAMAR CHARITABLE FUND
EIN:
25-6839698
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 4,208 4,208 0 0
FEDERAL EXCISE TAX 10,979 0 0 0