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 HONICKMAN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)210 WEST RITTENHOUSE SQUARE 3303
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PHILADELPHIA, PA19103
A Employer identification number

23-2513138
B Telephone number (see instructions)

(215) 790-1710
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$15,222,468J 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) 399,115
2 Check right arrow.............
3 Interest on savings and temporary cash investments 131,572 131,572  
4 Dividends and interest from securities... 179,784 179,784  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 935,522
b Gross sales price for all assets on line 6a 6,519,881
7 Capital gain net income (from Part IV, line 2)... 935,522
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,645,993 1,246,878  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
8,150 809   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
415,848 9,515   7,218
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 423,998 10,324   7,218
25 Contributions, gifts, grants paid....... 703,605 703,605
26 Total expenses and disbursements. Add lines 24 and 25 1,127,603 10,324   710,823
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 518,390
b Net investment income (if negative, enter -0-) 1,236,554
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......... 1,038,278 1,745,936 1,745,936
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) 3,176,950 Click to see attachment
List of Attached Documents:
// Content
5,301,974 		5,341,261
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule)....... 1,375,952 Click to see attachment
List of Attached Documents:
// Content
1,689,223 		1,688,240
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).......... 7,192,987 Click to see attachment
List of Attached Documents:
// Content
4,116,429 		6,391,839
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
16,421 		Click to see attachment
List of Attached Documents:
// Content
55,192 		Click to see attachment
List of Attached Documents:
// Content
55,192
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 12,800,588 12,908,754 15,222,468
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........ 12,800,588 12,390,364
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 518,390
29 Total net assets or fund balances (see instructions)..... 12,800,588 12,908,754
30 Total liabilities and net assets/fund balances (see instructions). 12,800,588 12,908,754
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
12,800,588
2
Enter amount from Part I, line 27a .....................
2
518,390
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
11,771
4
Add lines 1, 2, and 3 ..........................
4
13,330,749
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
421,995
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
12,908,754
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 BARON DISCOVERY FUND-INST   2018-12-28 2023-06-02
b BARON DISCOVERY FUND-INST   2019-11-27 2023-05-04
c BARON DISCOVERY FUND-INST   2022-09-27 2023-05-04
d BNY MELLON INTERNATIONAL STOCK FUND - CLASS I FD 6157   2020-02-10 2023-05-04
e BNY MELLON INTERNATIONAL STOCK FUND - CLASS I FD 6157   2022-09-27 2023-06-02
BNY MELLON INTERNATIONAL STOCK FUND - CLASS I FD 6157   2019-12-31 2023-06-02
BNY MELLON INTERNATIONAL STOCK FUND - CLASS I FD 6157   2022-12-13 2023-06-02
CALIFORNIA ST DEPT OF WTR RESO REF-CENTRA REV   2018-08-30 2023-12-01
FEDERAL HOME LOAN BANK 5.250% DUE 11/15/2027     2023-12-31
FEDERAL HOME LOAN BANK CALL 10/27/2023 5% DUE 10/27/2027     2023-12-31
GRANDEUR PEAK US STALWARTS FUND EXCH 10/20/2023   2020-11-12 2023-05-04
GRANDEUR PEAK US STALWARTS FUND EXCH 10/20/2023   2022-09-27 2023-05-04
ISHARES CORE S&P MID-CAP ETF   2022-09-27 2023-05-04
ISHARES CORE S&P MID-CAP ETF   2022-09-27 2023-06-02
ISHARES CORE S&P MID-CAP ETF   2019-11-05 2023-06-02
ISHARES RUSSELL 1000 ETF   2020-03-31 2023-06-02
ISHARES RUSSELL 1000 ETF   2020-03-31 2023-05-04
ISHARES US REAL ESTATE ETF   2018-12-28 2023-06-02
ISHARES US REAL ESTATE ETF   2018-12-28 2023-05-04
JOHNSON & JOHNSON UNSC   2018-08-28 2023-12-05
MERGER FUND CLASS 1 FD 301   2019-11-05 2023-05-04
MERGER FUND CLASS 1 FD 301   2010-10-19 2023-06-02
REDEMPTON OF PLEIADES OFFSHORE FUND     2023-12-31
UNIV OF MINNESOTA MN SER B REV   2016-08-18 2023-08-01
US BANCORP SER MTN CALL 12/29/23 @100   2017-03-31 2023-11-20
USA TREASURY BILLS DTD 06/16/2022 DUE 06/15/2023     2023-12-31
USA TREASURY NOTES 02.750% DUE 07/31/202   2022-08-05 2023-07-31
USA TREASURY NOTES 02.875% DUE 09/30/2023   2022-10-12 2023-09-30
UTILITIES SELECT SECTOR SPDR FUND ETF   2010-10-19 2023-06-02
UTILITIES SELECT SECTOR SPDR FUND ETF   2012-05-08 2023-05-04
VITTORIA OFFSHORE FUND     2023-12-31
VULCAN VALUE PART SM CAP-INS   2022-09-27 2023-05-04
WCM FOCUSED INTL GROWTH-INS   2020-02-10 2023-05-04
WCM FOCUSED INTL GROWTH-INS   2022-09-27 2023-06-02
WCM FOCUSED INTL GROWTH-INS   2018-12-28 2023-06-02
WCM FOCUSED INTL GROWTH-INS   2022-12-07 2023-05-04
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 200,000   134,947 65,053
b 131,324   122,266 9,058
c 68,676   66,000 2,676
d 137,500   127,888 9,612
e 71,216   54,516 16,700
52,542   47,370 5,172
13,743   12,369 1,374
20,000   19,539 461
50,000   50,000 0
100,000   100,000 0
125,796   150,000 -24,204
64,729   66,000 -1,271
119,788   110,376 9,412
101,825   90,508 11,317
22,351   18,025 4,326
609,923   367,978 241,945
582,903   372,224 210,679
55,333   49,783 5,550
54,123   49,029 5,094
100,000   101,463 -1,463
160,000   165,967 -5,967
160,000   163,826 -3,826
377,988   194,491 183,497
75,000   75,000 0
74,657   78,711 -4,054
497,213   497,213 0
1,350,000   1,344,199 5,801
300,000   296,203 3,797
40,312   20,365 19,947
39,548   20,546 19,002
410,000   306,610 103,390
67,054   66,000 1,054
136,910   132,398 4,512
83,959   66,000 17,959
53,541   45,997 7,544
590   552 38
11,337     11,337
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       65,053
b       9,058
c       2,676
d       9,612
e       16,700
      5,172
      1,374
      461
      0
      0
      -24,204
      -1,271
      9,412
      11,317
      4,326
      241,945
      210,679
      5,550
      5,094
      -1,463
      -5,967
      -3,826
      183,497
      0
      -4,054
      0
      5,801
      3,797
      19,947
      19,002
      103,390
      1,054
      4,512
      17,959
      7,544
      38
      11,337
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 2 935,522
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 17,188
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 17,188
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 17,188
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 5,800
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 15,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 20,800
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 30
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 3,582
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow3,582 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 arrowKATHLEEN RUYAK Telephone no.right arrow (215) 790-1710

Located atright arrow210 WEST RITTENHOUSE SQUARE APT NO3303PHILADELPHIAPA 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
HAROLD HONICKMAN TRUSTEE
0.00 		0 0 0
8275 ROUTE 130
PENNSAUKEN,NJ08110
JEFFREY HONICKMAN TRUSTEE
0.00 		0 0 0
8275 ROUTE 130
PENNSAUKEN,NJ08110
SHIRLEY HONICKMAN- HAHN TRUSTEE
0.00 		0 0 0
502 N HILLCREST DR
BEVERLY HILLS,CA90210
LYNNE HONICKMAN TRUSTEE
0.00 		0 0 0
8275 ROUTE 130
PENNSAUKEN,NJ08110
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
9,013,035
b
Average of monthly cash balances.......................
1b
2,409,116
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
11,422,151
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
11,422,151
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
171,332
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
11,250,819
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
562,541
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
562,541
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
17,188
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
17,188
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
545,353
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
545,353
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
545,353
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
710,823
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
710,823
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 7 545,353
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 698,765
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 710,823
a Applied to 2022, but not more than line 2a 698,765
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..... 12,058
e Remaining amount distributed out of corpus 0
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 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 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 .......... 		533,295
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) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
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).)
HAROLD HONICKMAN
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

AGAHOZO-SHALOM YOUTH VILLAGE

234 FIFTH AVENUE //SUITE 209
NEW YORK,NY10001 		NONE PC UNRESTRICTED 10,000

ALZHEIMER ASSOCIATION

DELAWARE VALLEY CHAPTER/ /399 M
RKET STREET STE
PHILADELPHIA,PA19106 		NONE PC UNRESTRICTED 5,000

AMBRAMSON CANCER CENTER

AMBRAMSON CANCER CENTER FOR JEWISH
LIFE/ /1425 HORSHAM
NORTH WALES,PA194541320 		NONE PC UNRESTRICTED 500

AMERICAN HEART ASSN

ONE PENN CTR SUBURBAN STATION/ /
17 JFK BLVD SUITE
PHILADELPHIA,PA19103 		NONE PC UNRESTRICTED 5,000

AMERICAN POETRY REVIEW

1906 RITTENHOUSE SQUARE/ /THIRD F
PHILADELPHIA,PA19103 		NONE PC UNRESTRICTED 12,000

ANTI DEFAMATION LEAGUE

8 PENN CENTER SUITE 900/ /1628 J
K B
PHILADELPHIA,PA19103 		NONE PC UNRESTRICTED 25,000

ARTZ PHILADELPHIA

1229 CHESTNUT STREET 188
PHILADELPHIA,PA19107 		NONE PC UNRESTRICTED 1,000

ASSOCIATION FOR PUBLIC ART

1528 WALNUT STREET//SUITE 1000
PHILADELPHIA,PA191023627 		NONE PC UNRESTRICTED 1,000

AVENUE OF THE ARTS

PO BOX 22607
PHILADELPHIA,PA191102607 		NONE PC UNRESTRICTED 2,500

BARNES FOUNDATION

2025 BENJAMIN FRANKLIN PARKWAY
PHILADELPHIA,PA19130 		NONE PC UNRESTRICTED 75,000

BIRTHRIGHT ISRAEL FOUNDATION

PO BOX 21615
NEW YORK,NY10087 		NONE PC UNRESTRICTED 36,000

CAMP DREAM CATCHER

148 WEST STATE STREET//SUITE 104
KENNETT SQUARE,PA19348 		NONE PC UNRESTRICTED 1,000

CEASE FIRE PA

PO BOX 60095
PHILADELPHIA,PA19102 		NONE PC UNRESTRICTED 2,500

CENTER CITY DISTRICT FOUNDATION

660 CHESTNUT STREET
PHILADELPHIA,PA19106 		NONE PC UNRESTRICTED 3,000

CHILDREN'S CRISIS TREATMENT CENTER

1080 NORTH DELAWARE AVENUE/ /SUITE
PHILADELPHIA,PA19126 		NONE PC UNRESTRICTED 500

CHILDREN'S HOSPITAL FOUNDATION

PO BOX 781352
PHILADELPHIA,PA191781352 		NONE PC UNRESTRICTED 15,000

COMMUNITY PARTNERSHIP SCHOOL

3033 WEST GLENWOOD AVENUE
PHILADELPHIA,PA19121 		NONE PC UNRESTRICTED 10,000

CONGREGATION BETH SOLOMON

198 TOMLINSON ROAD
PHILADELPHIA,PA19116 		NONE PC UNRESTRICTED 5,000

DAMON RUNYON CANCER RESEARCH FOUNDATION

C/O FOX CHASE CANCER CENTER/ /333 C
TTMAN AVE
PHILADELPHIA,PA19111 		NONE PC UNRESTRICTED 1,500

DOMESTIC ABUSE PROJ OF DELAWARE COUNTY

14 WEST 2ND STREET
MEDIA,PA19063 		NONE PC UNRESTRICTED 500

EMILY'S ENTOURAGE

PO BOX 71
MERION STATION,PA19066 		NONE PC UNRESTRICTED 1,000

FOX CHASE CANCER CENTER

DEVELOPMENT DEPT/ /333 COTTMAN AVE
PHILADELPHIA,PA191112497 		NONE PC UNRESTRICTED 1,500

FRANKLIN INSTITUTE

222 NORTH 20TH STREET
PHILADELPHIA,PA191031194 		NONE PC UNRESTRICTED 1,500

FRIENDS OF RITTENHOUSE SQUARE

201 SOUTH 18TH STREET//UNIT 411
PHILADELPHIA,PA19103 		NONE PC UNRESTRICTED 2,500

FUND FOR THE SCHOOL DISTRICT OF PHILA

30 SOUTH 17TH STREET
PHILADELPHIA,PA19103 		NONE PC UNRESTRICTED 15,000

GIRL SCOUTS OF SOUTHEASTERN PA

330 MANOR ROAD
MIQUON,PA19444 		NONE PC UNRESTRICTED 1,500

HABITAT FOR HUMANITY MONTDELCO

533 FOUNDRY ROAD
WEST NORRITON,PA194033901 		NONE PC UNRESTRICTED 500

HAR ZION

1500 HAGYS FORD ROAD
PENN VALLEY,PA19072 		NONE PC UNRESTRICTED 4,087

HILLEL AT DREXEL UNIVERSITY

RAYMOND G PERELMEN CTR FOR JEWISH
LIFE/ /118 NORTH 34TH S
PHILADELPHIA,PA19104 		NONE PC UNRESTRICTED 1,000

JEFFERSON EINSTEIN HOSPITAL

OFFICE OF INSTITUTIONAL ADVANCEMENT
5501 OLD YORK R
PHILADELPHIA,PA19141 		NONE PC UNRESTRICTED 10,000

JEWISH FEDERATION OF GREATER PHILA

2100 ARCH STREET
PHILADELPHIA,PA19103 		NONE PC UNRESTRICTED 210,000

JEWISH LEARNING VENTURE

261 OLD YORK ROAD SUITE 720
JENKINTOWN,PA19046 		NONE PC UNRESTRICTED 1,018

JEWISH RELIEF AGENCY

225 EAST CITY AVENUE//SUITE 210
BALA CYNWYD,PA190041724 		NONE PC UNRESTRICTED 1,500

JUVENILE DIABETES RESEARCH FDN - DEL VALLEY CAPTER

555 CROTON ROAD STE 111
KING OF PRUSSIA,PA19406 		NONE PC UNRESTRICTED 1,000

MAGEE REHABILITATION FOUNDATION

DEVELOPMENT PR OFFICE/ /SIX F
ANKLIN P
PHILADELPHIA,PA19102 		NONE PC UNRESTRICTED 1,000

MAIN LINE DEPUTY DOG

PO BOX 210
DEVON,PA19333 		NONE PC UNRESTRICTED 500

MANNA

420 NORTH 20TH STREET
PHILADELPHIA,PA19130 		NONE PC UNRESTRICTED 45,000

MICHAEL P DONATUCCI FOUNDATION INC

1907 SOUTH BROAD STREET/ /LOWER L
PHILADELPHIA,PA19148 		NONE PC UNRESTRICTED 2,750

MIGHTY WRITERS

1501 CHRISTIAN STREET
PHILADELPHIA,PA19146 		NONE PC UNRESTRICTED 500

MINDING YOUR MIND

124 SIBLEY AVENUE
ARDMORE,PA19003 		NONE PC UNRESTRICTED 500

MITZVAH CIRCLE

2562 BLVD OF THE GENERALS/ /SUITE
NORRISTOWN,PA19403 		NONE PC UNRESTRICTED 1,000

MULTIPLE MYELOMA RESEARCH FOUNDATION

383 MAIN AVENUE 5TH FLOOR
NORWALK,CT06851 		NONE PC UNRESTRICTED 5,000

NATIONAL FDN FOR CELIAC AWARENESS

PO BOX 544
AMBLER,PA19002 		NONE PC UNRESTRICTED 1,000

PERFORMANCE GARAGE

1515 BRANDYWINE STREET
PHILADELPHIA,PA19130 		NONE PC UNRESTRICTED 550

PETER'S PLACE

336 KING OF PRUSSIA ROAD
RADNOR,PA19087 		NONE PC UNRESTRICTED 500

PHILA CORP FOR AGING

642 NORTH BROAD STREET
PHILADELPHIA,PA191309932 		NONE PC UNRESTRICTED 500

PHILA MUSEUM OF ART

PO BOX 7646
PHILADELPHIA,PA191017646 		NONE PC UNRESTRICTED 23,000

PHILADELPHIA ACADEMIES INC

TWO PENN CENTER/ /1500 JFK BLVD S
E
PHILADELPHIA,PA19102 		NONE PC UNRESTRICTED 2,500

PHILADELPHIA METRO WILDLIFE

2815 TOWNSHIP LINE ROAD
NORRISTOWN,PA19403 		NONE PC UNRESTRICTED 500

PHILADELPHIA MURAL ARTS ADVOCATES

THOMAS EAKINS HOUSE/ /1727 - 29 M
UNT VERNON STR
PHILADELPHIA,PA19130 		NONE PC UNRESTRICTED 5,000

PHILADELPHIA POLICE FOUNDATION

PO BOX 22404
PHILADELPHIA,PA19110 		NONE PC UNRESTRICTED 20,000

PHILADELPHIA YOUTH BASKETBALL

1735 MARKET STREET//CONCOURSE FLR
PHILADELPHIA,PA19103 		NONE PC UNRESTRICTED 2,750

PHILADELPHIA ZOO

3400 WEST GIRARD AVENUE
PHILADELPHIA,PA19104 		NONE PC UNRESTRICTED 11,000

PHILLY FRIENDSHIP CIRCLE

PO BOX 25067
PHILADELPHIA,PA19147 		NONE PC UNRESTRICTED 1,800

PROJECT HOME

1515 FAIRMOUNT AVENUE
PHILADELPHIA,PA19130 		NONE PC UNRESTRICTED 27,800

PSPCA

350 E ERIE AVENUE
PHILADELPHIA,PA19134 		NONE PC UNRESTRICTED 1,000

RAISE THE BAR

808 MARKET STREET
CAMDEN,NJ08102 		NONE PC UNRESTRICTED 800

READ GLOBAL

2261 MARKET STREET 32
SAN FRANCISCO,CA94114 		NONE PC UNRESTRICTED 500

READY WILLING ABLE

1221 BAINBRIDGE STREET
PHILADELPHIA,PA19147 		NONE PC UNRESTRICTED 500

RUTGERS UNIV FDNALFREDO SANTIAGO SCHLRSHP

COMMUNITY LEADERSHIP CTR / /501 C
OPER STREET 3RD F
CAMDEN,NJ08102 		NONE PC UNRESTRICTED 5,000

SHARE FOOD PROGRAM

2901 HUNTING PARK AVENUE
PHILADELPHIA,PA19129 		NONE PC UNRESTRICTED 1,500

ST FRANCIS DESALES SCHOOL

917 SOUTH 47TH STREET
PHILADELPHIA,PA19143 		NONE PC UNRESTRICTED 2,500

STRAWBERRY MANSION COMMUNITY DEVELOPMENT CORP

2829 WEST DIAMOND STREET
PHILADELPHIA,PA19121 		NONE PC UNRESTRICTED 5,000

SUPPORT CENTER FOR CHILD ADVOCATES

ONE PENN CENTER/ /1617 JFK BLVD 1
PHILADELPHIA,PA19103 		NONE PC UNRESTRICTED 2,500

THE AMERICAN POETRY REVIEW

117 SOUTH 17TH STREET//SUITE 910
PHILADELPHIA,PA19103 		NONE PC UNRESTRICTED 2,000

THE CURTIS INSTITUTE OF MUSIC

1726 LOCUST STREET
PHILADELPHIA,PA19103 		NONE PC UNRESTRICTED 1,000

THE JEWISH CENTER - APARTMENT FUND

435 NASSAU STREET
PRINCETON,NJ08540 		NONE PC UNRESTRICTED 2,500

THE YOUTH ATTIC CENTER

255 SOUTH 16TH STREET
PHILADELPHIA,PA19102 		NONE PC UNRESTRICTED 300

TILT - INSTITUTE FOR THE CONTEMPORARY IMAGE

1400 NORTH AMERICAN STREET/ /SUITE
PHILADELPHIA,PA19122 		NONE PC UNRESTRICTED 36,000

UNITED STATES HOLOCAUST MEMORIAL MUSEUM

100 RAOUL WALLENBERG PLACE SW
WASHINGTON,DC200242126 		NONE PC UNRESTRICTED 1,000

URBAN TREE CONNECTION

1445 NORTH 52ND STREET
PHILADELPHA,PA19131 		NONE PC UNRESTRICTED 500

WEITZMAN NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY

101 SO INDEPENDENCE MALL EAST
PHILADELPHIA,PA19106 		NONE PC UNRESTRICTED 10,000

WHYY INC

INDEPENDENCE MALL WEST 150 NORTH
SIXTH STREET
PHILADELPHIA,PA19106 		NONE PC UNRESTRICTED 3,250

WOMEN'S LAW PROJECT

125 SOUTH 9TH STREET//SUITE 300
PHILADELPHIA,PA19107 		NONE PC UNRESTRICTED 500

BETH SHOLOM CONGREGATION

C/O MR JAMES MEYER 8231 OLD YORK
ROAD
ELKINS PARK,PA190271595 		NONE PC SUPERMARKET GIFT CARD PROGRAM 1,500

PROJECT HOME

1515 FAIRMOUNT AVENUE
PHILADELPHIA,PA19130 		NONE PC SUPERMARKET GIFT CARD PROGRAM 5,000

ST FRANCIS DE SALES SCHOOL

917 SOUTH 47TH STREET
PHILADELPHIA,PA19143 		NONE PC SUPERMARKET GIFT CARD PROGRAM 1,500

ST FRANCIS INN

2441 KENSINGTON AVENUE
PHILADELPHIA,PA19125 		NONE PC SUPERMARKET GIFT CARD PROGRAM 2,000
Total .................................right arrow 3a 703,605
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 ........... 		    14 131,572  
4 Dividends and interest from securities ....     14 179,784  
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 ............ 		    18 935,522  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,246,878 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,246,878
(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
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


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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
THE HONICKMAN FOUNDATION
 
Employer identification number

23-2513138
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
THE HONICKMAN FOUNDATION
  		Employer identification number
23-2513138
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
HAROLD HONICKMAN
 
210 WEST RITTEN HOUSE SQ APT 3304
 
PHILADELPHIA, PA19103

$ 339,115


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
THE HONICKMAN FOUNDATION
  		Employer identification number

23-2513138
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
THE HONICKMAN FOUNDATION
  		Employer identification number

23-2513138
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


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Software Version:  

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE HONICKMAN FOUNDATION
EIN:
23-2513138
Name of Bond End of Year Book Value End of Year Fair Market Value
BANK OF NEW YORK MELLON 3.950% DUE 11/18/25 80,156 73,681
BERKSHIRE HATHAWAY 2.300% DUE 02/15/2027 149,099 156,057
COLGATE PALMOLIVE CO 3.250% DUE 03/15/2024 125,156 124,496
FEDERAL FARM CREDIT BANK DTD 2/16/2021 0.78% 2/16/2027 144,491 148,477
FEDERAL HOME LOAN BANK 2.625% DUE 12/11/2025 74,732 72,627
FEDERAL HOME LOAN BANK 2.250% DOE 12/18/2029 179,200 154,656
FEDERAL HOME LOAN BANK 3.150% CALL 5/20/2024 DUE 5/20/2026 93,509 97,284
FEDERAL HOME LOAN BANK DTD 6/4/2020 1.07% 6/4/2027 126,555 130,704
FEDERAL HOME LOAN MORTGAGE CORP DTD 10/29/2020 0.8% 4/29/2027 152,605 156,786
FEDERAL NATIONAL MORTGAGE ASSN DTD 11/20/2020 0.65% 5/20/2026 88,807 91,686
FEDERAL NATIONAL MORTGAGE ASSN DTD 12/18/2020 0.875% 12/18/2026 130,812 135,634
FEDERAL NATL MGT ASSN NTS CALL 12/30/22 03.150% DUE 12/30/25 74,305 78,694
PROCTER AMD GAMBLE CO 2.850% DUE 08/11/2027 68,966 71,752
PROCTER AND GAMBLE CO 2.700% DUE 2/2/2026 74,684 72,456
WALMART STORE 3.550% DUE 6/26/2025 126,146 123,250

TY 2023 InvestmentsGovtObligationsSch
Name:
THE HONICKMAN FOUNDATION
EIN:
23-2513138
US Government Securities - End of Year Book Value:

5,301,974
US Government Securities - End of Year Fair Market Value:

5,341,261
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2023 InvestmentsOtherSchedule2
Name:
THE HONICKMAN FOUNDATION
EIN:
23-2513138
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BARON DISCOVERY FUND AT COST 171,316 283,771
BNY MELLON INTERNATIONAL STOCK AT COST 221,152 302,161
DFA US SMALL CAP PORTFOLIO AT COST 359,055 422,308
GRANDEUR PEAK US AT COST 500,000 575,050
ISHARE RUSSELL 1000 AT COST 1,019,016 1,888,272
ISHARES CORE S&P MID-CAP ETF AT COST 672,942 931,224
ISHARES US REAL ESTATE ETF AT COST 102,961 124,775
JANUS HNDRSN OVERSEAS BROKER AT COST 66,000 84,131
MERGER FUND CLASS AT COST 151,938 165,783
SPDR S&P DIVIDEND AT COST 74,483 176,208
UTILITES SELECT SECTOR SPDR AT COST 34,093 67,130
VANGUARD HIGH DIVIDEND YIELD AT COST 200,200 231,632
VITTORIA OFFSHORE FUND AT COST 343,390 813,346
WCM FOCUSED INTL GROWTH AT COST 199,883 326,048

TY 2023 OtherAssetsSchedule
Name:
THE HONICKMAN FOUNDATION
EIN:
23-2513138
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
DIVDENDS RECEIVABLE 16,421    
HEDGE FUND RECEIVABLE   55,192 55,192


TY 2023 OtherDecreasesSchedule
Name:
THE HONICKMAN FOUNDATION
EIN:
23-2513138
Description Amount
LIFE INSURANCE POLICY EXPIRED ASSET 421,995


TY 2023 OtherExpensesSchedule
Name:
THE HONICKMAN FOUNDATION
EIN:
23-2513138
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK CHARGES 35 0   35
PA FILING FEE 15 0   15
OTHER EXPENSES 3,674 0   3,674
LIFE INSURANCE EXPENSE 399,115 0   0
DUES 200 0   200
UTILITIES 3,294 0   3,294
INVESTMENT MANAGEMENT FEES 9,515 9,515   0


TY 2023 OtherIncreasesSchedule
Name:
THE HONICKMAN FOUNDATION
EIN:
23-2513138
Description Amount
COST BASIS ADJUSTMENT OF INVESTMENTS 11,771


TY 2023 TaxesSchedule
Name:
THE HONICKMAN FOUNDATION
EIN:
23-2513138
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 7,341 0   0
FOREIGN TAXES 809 809   0