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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
ERLBAUM FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)44 W LANCASTER AVENUE SUITE 110
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ARDMORE, PA190031339
A Employer identification number

23-2962563
B Telephone number (see instructions)

(610) 896-7700
C 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$2,330,003J 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) 802,993
2 Check right arrow.............
3 Interest on savings and temporary cash investments 1,104 1,104  
4 Dividends and interest from securities... 44,454 44,454  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,300,645
b Gross sales price for all assets on line 6a 1,451,293
7 Capital gain net income (from Part IV, line 2)... 1,300,645
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
-11,417 0  
12 Total. Add lines 1 through 11........ 2,137,779 1,346,203  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,125 0   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
14,261 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
1,536 1,536   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 17,922 1,536   0
25 Contributions, gifts, grants paid....... 807,928 807,928
26 Total expenses and disbursements. Add lines 24 and 25 825,850 1,536   807,928
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,311,929
b Net investment income (if negative, enter -0-) 1,344,667
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 85,574 18,607 18,607
2 Savings and temporary cash investments......... 114,627 834,706 834,706
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,435,408 Click to see attachment
List of Attached Documents:
// Content
2,031,862 		1,436,690
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
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
40,000 		Click to see attachment
List of Attached Documents:
// Content
40,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,635,609 2,925,175 2,330,003
Liabilities 17 Accounts payable and accrued expenses.......... 7,524 10,140
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) Click to see attachment
List of Attached Documents:
// Content
795 		Click to see attachment
List of Attached Documents:
// Content
797
23 Total liabilities (add lines 17 through 22)......... 8,319 10,937
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 2,627,290 2,914,238
29 Total net assets or fund balances (see instructions)..... 2,627,290 2,914,238
30 Total liabilities and net assets/fund balances (see instructions). 2,635,609 2,925,175
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,627,290
2
Enter amount from Part I, line 27a .....................
2
1,311,929
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,939,219
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,024,981
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,914,238
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a K-1 ENTERPRISE PRODUCTS PARTNERS LP      
b K-1 ENERGY TRANSFER LP      
c PUBLICLY TRADED SECURITIES      
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a     206 -206
b     9 -9
c 1,451,293   150,433 1,300,860
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -206
b       -9
c       1,300,860
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,300,645
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 18,691
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 18,691
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 18,691
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 13,994
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 12,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 25,994
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
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 7,303
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow7,303 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
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 2024 or the taxable year beginning in 2024? 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 arrowFOUNDATION Telephone no.right arrow (610) 896-7700

Located atright arrow44 W LANCASTER AVENUE SUITE 110ARDMOREPA ZIP+4right arrow190031339
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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
GARY E ERLBAUM PRESIDENT
1.00 		0 0 0
44 W LANCASTER AVENUE SUITE 110
ARDMORE,PA190031339
DANIEL A ERLBAUM DIRECTOR
1.00 		0 0 0
44 W LANCASTER AVENUE SUITE 110
ARDMORE,PA190031339
JON L ERLBAUM DIRECTOR
1.00 		0 0 0
44 W LANCASTER AVENUE SUITE 110
ARDMORE,PA190031339
MARC N ERLBAUM DIRECTOR
1.00 		0 0 0
44 W LANCASTER AVENUE SUITE 110
ARDMORE,PA190031339
VICKI O ERLBAUM DIRECTOR
1.00 		0 0 0
44 W LANCASTER AVENUE SUITE 110
ARDMORE,PA190031339
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
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 NOT APPLICABLE 0
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 NOT APPLICABLE 0
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
1,183,053
b
Average of monthly cash balances.......................
1b
630,744
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,813,797
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
1,813,797
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
27,207
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,786,590
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
89,330
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
89,330
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
18,691
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
18,691
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
70,639
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
70,639
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
70,639
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
807,928
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
807,928
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 70,639
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 702,635
b From 2020...... 557,667
c From 2021...... 608,598
d From 2022...... 828,844
e From 2023...... 1,053,714
f Total of lines 3a through e ........ 3,751,458
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 807,928
a Applied to 2023, 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 2024 distributable amount..... 70,639
e Remaining amount distributed out of corpus 737,289
5 Excess distributions carryover applied to 2024. 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 4,488,747
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		702,635
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		3,786,112
10 Analysis of line 9:
a Excess from 2020.... 557,667
b Excess from 2021.... 608,598
c Excess from 2022.... 828,844
d Excess from 2023.... 1,053,714
e Excess from 2024.... 737,289
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
GARY E ERLBAUM
DANIEL A ERLBAUM
JON L ERLBAUM
MARC N ERLBAUM
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

ACE FOR A CURE-JDRF(FORMERLY)

ATTN J ROBERT MORRIS 544 W
MONTGOMERY AVE
HAVERFORD,PA19041 		  PC GENERAL CHARITABLE PURPOSES 2,000

ADATH ISRAEL

250 NORTH HIGHLAND AVE
MERION STATION,PA19066 		  PC GENERAL CHARITABLE PURPOSES 500

ADATH ISRAEL

250 NORTH HIGHLAND AVE
MERION STATION,PA19066 		  PC GENERAL CHARITABLE PURPOSES 113

ADATH ISRAEL

250 NORTH HIGHLAND AVE
MERION STATION,PA19066 		  PC GENERAL CHARITABLE PURPOSES 103

ADATH ISRAEL

250 NORTH HIGHLAND AVE
MERION STATION,PA19066 		  PC GENERAL CHARITABLE PURPOSES 500

ADELE MERMELSTEIN COMMUNITY MIKVAH

25 N STATE ST
NEWTOWN,PA18940 		  PC GENERAL CHARITABLE PURPOSES 540

AISH CHAIM

PO BOX 690 345 MONTGOMERY AVE
BALA CYNWYD,PA19004 		  PC GENERAL CHARITABLE PURPOSES 1,800

AISH CHAIM

PO BOX 690 345 MONTGOMERY AVE
BALA CYNWYD,PA19004 		  PC GENERAL CHARITABLE PURPOSES 1,800

ALEX'S LEMONADE STAND

333 E LANCASTER AVENUE 414
WYNNEWOOD,PA19096 		  PC GENERAL CHARITABLE PURPOSES 180

ALL4ISRAEL

1070 RIVER RD APT 205
NEW MILFORD,NJ07646 		  PC GENERAL CHARITABLE PURPOSES 10,000

AMERICA-ISRAEL DEMOCRACY AID ISRAEL

755 WEST LANCASTER AVENUE 1121
BRYN MAWR,PA19010 		  PC GENERAL CHARITABLE PURPOSES 5,000

AMERICAN CANCER SOCIETY

PO BOX 6704
HAGERSTOWN,MD21741 		  PC GENERAL CHARITABLE PURPOSES 180

AMERICAN FRIENDS OF BE A MEANSCH

CO FISHER 1422 E 9TH ST
BROOKLYN,NY11230 		  PC GENERAL CHARITABLE PURPOSES 1,000

AMERICAN FRIENDS OF ANU AFANU

633 3RD AVENUE
NEW YORK,NY10017 		  PC GENERAL CHARITABLE PURPOSES 1,080

AMERICAN FRIENDS OF CHABAD OF THAILAND

80 SHORE RD
PORT WASHINGTON,NY11050 		  PC GENERAL CHARITABLE PURPOSES 1,000

AMERICAN FRIENDS OF DARCHE NOAM

176-25 UNION TURNPIKE STE 336
FRESH MEADOWS,NY11366 		  PC GENERAL CHARITABLE PURPOSES 1,800

AMERICAN FRIENDS OF HERITAGE HOUSE

C/O SHUTER 8418 115TH ST
RICHMOND HILL,NY11418 		  PC GENERAL CHARITABLE PURPOSES 1,000

AMERICAN FRIENDS OF KESHER YEHUDI

C/O MOSHE SCHMELL 962 MIDWOOD ROAD
WOODMERE,NY11598 		  PC GENERAL CHARITABLE PURPOSES 1,800

AMERICAN FRIENDS OF LIBI

2001 BEACON STREET SUITE 107
BRIGHTON,MA02135 		  PC GENERAL CHARITABLE PURPOSES 10,000

AMERICAN FRIENDS OF NEFESH HACHAIM

10 MEADOW LANE
MONSEY,NY10952 		  PC GENERAL CHARITABLE PURPOSES 1,000

AMERICAN SPECTATOR THE

122 S ROYAL ST
ALEXANDRIA,VA22314 		  PC GENERAL CHARITABLE PURPOSES 80

ASCENT

408 PARK AVENUE
WOODBURY,NY11797 		  PC GENERAL CHARITABLE PURPOSES 12,500

ASPCA

520 8TH AVE
NEW YORK,NY10018 		  PC GENERAL CHARITABLE PURPOSES 100

ASSOCIATION FOR ADULTS WITH DEVELOPMENTAL

1003 EASTON RD SUITE C102
WILLOW GROVE,PA19090 		  PC GENERAL CHARITABLE PURPOSES 1,000

BAYIT ASOCIATION

KM 125 ANCIENNE ROUTE DE RABAT
CASABLANCA,CASABLANCA19003
MO 		  PC GENERAL CHARITABLE PURPOSES 1,800

BEIT HALOCHEM USA FIDV

1133 BROADWAY SUITE 318
NEW YORK,NY10010 		  PC GENERAL CHARITABLE PURPOSES 10,000

BENSALEM OUTREACH CENTER

2446 BRISTOL ROAD
BENSALEM,PA19020 		  PC GENERAL CHARITABLE PURPOSES 360

BIKE FOR CHAI CHAI LIFELINE

ATT BIKE4CHAI 5 AIRPORT ROAD
LAKEWOOD,NJ08701 		  PC GENERAL CHARITABLE PURPOSES 1,000

BOYS TOWN JERUSALEM

1 PENN PLAZA SUITE 6250
NEW YORK,NY10119 		  PC GENERAL CHARITABLE PURPOSES 5,000

BREAKTHROUGH T1D (JDRF)

PO BOX 5042
HAGERSTOWN,MD21741 		  PC GENERAL CHARITABLE PURPOSES 250

BREAKTHROUGH T1D (JDRF)

PO BOX 5042
HAGERSTOWN,MD21741 		  PC GENERAL CHARITABLE PURPOSES 500

CAMP SUNSHINE

WOODLANDS CENTER SUITE 300 900 EAST
EIGHT AVENUE
KING PRUSSIA,PA19406 		  PC GENERAL CHARITABLE PURPOSES 1,000

CANCER RESEARCH FUND

675 THIRD AVE 25TH FLOOR
NEW YORK,NY10017 		  PC GENERAL CHARITABLE PURPOSES 20,000

CASKEY TORAH ACADEMY

742 ARGYLE ROAD
WYNNEWOOD,PA19096 		  PC GENERAL CHARITABLE PURPOSES 5,000

CASKEY TORAH ACADEMY

742 ARGYLE ROAD
WYNNEWOOD,PA19096 		  PC GENERAL CHARITABLE PURPOSES 100

CENTRAL FUND OF ISRAEL THE

429 CENTRAL AVENUE
CEDARHURST,NY11516 		  PC GENERAL CHARITABLE PURPOSES 12,500

CENTRAL FUND OF ISRAEL THE

429 CENTRAL AVENUE
CEDARHURST,NY11516 		  PC GENERAL CHARITABLE PURPOSES 12,500

CENTRAL FUND OF ISRAEL THE

429 CENTRAL AVENUE
CEDARHURST,NY11516 		  PC GENERAL CHARITABLE PURPOSES 1,000

CENTRAL FUND OF ISRAEL THE

429 CENTRAL AVENUE
CEDARHURST,NY11516 		  PC GENERAL CHARITABLE PURPOSES 5,000

CHABAD AT DREXEL UNIVERSITY

3507 BARING STREET
PHILADELPHIA,PA19104 		  PC GENERAL CHARITABLE PURPOSES 500

CHABAD AT TEMPLE

1428 NORTH BROAD ST
PHILADELPHIA,PA19121 		  PC GENERAL CHARITABLE PURPOSES 1,000

CHABAD AT THE SHORE

6605 ATLANTIC AVE
VENTNOR,NJ08406 		  PC GENERAL CHARITABLE PURPOSES 1,000

CHABAD AT THE SHORE

6605 ATLANTIC AVE
VENTNOR,NJ08406 		  PC GENERAL CHARITABLE PURPOSES 500

CHABAD HOUSE PALM BEACH THE

361 SOUTH COUNTY ROAD SUITE D
PALM BEACH,FL334804412 		  PC GENERAL CHARITABLE PURPOSES 1,000

CHABAD LUBAVITCH OF CHESTER COUNTY

ATTN RABBI YOSSI KAPLAN 946 N
VALLEY FORGE ROAD
DEVON,PA19333 		  PC GENERAL CHARITABLE PURPOSES 1,800

CHABAD LUBAVITCH OF MONTGOMERY COUNTY

1311 FORT WASHINGTON AVENUE
FORT WASHINGTON,PA19034 		  PC GENERAL CHARITABLE PURPOSES 1,800

CHABAD OF MAIN LINE

625 MONTGOMERY AVENUE
MERION STATION,PA19066 		  PC GENERAL CHARITABLE PURPOSES 180

CHABAD OF MAIN LINE

625 MONTGOMERY AVENUE
MERION STATION,PA19066 		  PC GENERAL CHARITABLE PURPOSES 1,080

CHABAD OF MAIN LINE

625 MONTGOMERY AVENUE
MERION STATION,PA19066 		  PC GENERAL CHARITABLE PURPOSES 3,600

CHABAD OF DELAWARE COUNTY

400 MARPLE ROAD
BROOMALL,PA19008 		  PC GENERAL CHARITABLE PURPOSES 1,000

CHABAD OF DELAWARE COUNTY

400 MARPLE ROAD
BROOMALL,PA19008 		  PC GENERAL CHARITABLE PURPOSES 3,600

CHABAD OF PENN WYNNE

7571 HAVERFORD AVENUE
PHILADELPHIA,PA19151 		  PC GENERAL CHARITABLE PURPOSES 3,600

CHABAD OF PENN WYNNE

7571 HAVERFORD AVENUE
PHILADELPHIA,PA19151 		  PC GENERAL CHARITABLE PURPOSES 1,800

CHABAD OF PENN WYNNE

7571 HAVERFORD AVENUE
PHILADELPHIA,PA19151 		  PC GENERAL CHARITABLE PURPOSES 3,600

CHABAD OF POLAND INC

2 OLYMPIA LN
MONSEY,NY109522828 		  PC GENERAL CHARITABLE PURPOSES 1,800

CHABAD OF UM UNIVERSITY OF MIAMI UM

1251 HARDEE RD
CORAL GABLES,FL33146 		  PC GENERAL CHARITABLE PURPOSES 540

CHABAD OF UM UNIVERSITY OF MIAMI UM

1251 HARDEE RD
CORAL GABLES,FL33146 		  PC GENERAL CHARITABLE PURPOSES 180

CHABAD SERVING DREXEL

3507 BARING STREET
PHILADELPHIA,PA191042416 		  PC GENERAL CHARITABLE PURPOSES 180

CHABAD SERVING DREXEL

3507 BARING STREET
PHILADELPHIA,PA191042416 		  PC GENERAL CHARITABLE PURPOSES 500

CHABAD UD BUILDING FUND

1811 SILVERSIDE RD
WILMINGTON,DE19180 		  PC GENERAL CHARITABLE PURPOSES 6,000

CHABAD-LUBAVITCH OF BERKS COUNTY

PO BOX 15031
READING,PA19612 		  PC GENERAL CHARITABLE PURPOSES 3,600

CHAI LIFELINE

5 AIRPORT RD
LAKEWOOD,NJ08701 		  PC GENERAL CHARITABLE PURPOSES 3,600

CHASDEI ELIYAHU

PO BOX 422
BALA CYNWYD,PA19004 		  PC GENERAL CHARITABLE PURPOSES 3,600

CHEDER CHABAD OF PHILADELPHIA

7613 OLD YORK RD
MERLOSE PARK,PA19027 		  PC GENERAL CHARITABLE PURPOSES 5,000

CHERRY HILL COMMUNITY KOLLEL

401 COOPER LANDING ROAD SUITE C1
CHERRY HILL,NJ080022538 		  PC GENERAL CHARITABLE PURPOSES 1,800

CHEVRA THE

2002 LUDLOW ST 3RD FL
PHILADELPHIA,PA19103 		  PC GENERAL CHARITABLE PURPOSES 50,000

CHOFETZ CHAIM HERITAGE FOUNDATION THE

361 SPOOK ROCK ROAD
SUFFERN,NY10901 		  PC GENERAL CHARITABLE PURPOSES 180

COALITION FOR JEWISH VALUES

2833 SMITH AVE STE 225
BALTIMORE,MD21209 		  PC GENERAL CHARITABLE PURPOSES 7,000

COLEL CHABAD

ATTN RABBI PIEKARSKI 806 EASTERN
PARKWAY
BROOKLYN,NY11213 		  PC GENERAL CHARITABLE PURPOSES 1,000

CONGREGATION ADATH JESHURUN

7763 OLD YORK ROAD
ELKINS PARK,PA19027 		  PC GENERAL CHARITABLE PURPOSES 100

CONGREGATION OR SHALOM

835 DARBY PAOLI ROAD
BERWYN,PA19312 		  PC GENERAL CHARITABLE PURPOSES 1,000

CONGREGATIONSHIVTEI-YESHURON-EZRAS ISRAEL

2015 S 4TH STREET
PHILADELPHIA,PA19148 		  PC GENERAL CHARITABLE PURPOSES 360

CONSORTIUM JEWISH DAY SCHOOL

395 PEARSALL AVE
CEDARHURST,NY11516 		  PC GENERAL CHARITABLE PURPOSES 5,000

COORDINATING COUNCIL FOR JEWISH HOMELAND

C/O 567 CEDARHILL ROAD
FAR ROCKWAY,NY11691 		  PC GENERAL CHARITABLE PURPOSES 10,000

DO NO HARM

11357 NUCKOLS RD PMB 115
GLEN ALLEN,VA23059 		  PC GENERAL CHARITABLE PURPOSES 5,000

EMILY'S ENTOURAGE

P O BOX 811
FORT WASHINGTON,PA19034 		  PC GENERAL CHARITABLE PURPOSES 1,000

ERETZ HAKODESH - WZO

567 CEDAR HILL ROAD SUITE 106
FAR ROCKAWAY,NY11691 		  PC GENERAL CHARITABLE PURPOSES 10,000

FEMALE HEBREW BENEVOLENT SOCIETY

PO BOX 36806
PHILADELPHIA,PA19107 		  PC GENERAL CHARITABLE PURPOSES 180

FOUNDATION FOR DEFENSE OF DEMOCRACIES

1800 M ST NW SUITE 800-S
WASHINGTON,DC20036 		  PC GENERAL CHARITABLE PURPOSES 5,000

FOXMAN TORAH INSTITUTE

31 MAPLE AVENUE
CHERRY HILL,NJ08002 		  PC GENERAL CHARITABLE PURPOSES 2,500

FRIENDS OF JEWISH SPECTATOR

C/O STORCH 255 CENTRAL AVE B-206
LAWRENCE,NY11559 		  PC GENERAL CHARITABLE PURPOSES 10,000

FRIENDS OF UNITED HATZALAH

208 EAST 51ST STREET STE 303
NEW YORK,NY10022 		  PC GENERAL CHARITABLE PURPOSES 1,800

FRIENDSHIP CIRCLE OF BROOKLYN

540 E NEW YORK AVE
BROOKLYN,NY11225 		  PC GENERAL CHARITABLE PURPOSES 10,000

GAN ISRAEL CHABAD (YUDI)

3 EAGLE LANE
GLEN MILLS,PA19342 		  PC GENERAL CHARITABLE PURPOSES 1,000

GAN ISRAEL CHABAD INC

1360 W INDIAN CREEK DRIVE
WYNNEWOOD,PA19096 		  PC GENERAL CHARITABLE PURPOSES 10,000

GIRLS TOWN JERUSALEM

1362 E 21ST STREET
BROOKLYN,NY11210 		  PC GENERAL CHARITABLE PURPOSES 100

GIVING FUND - CHARITY

12312 PORT GRACE BLVD
LA VISTA,NE68128 		  PC GENERAL CHARITABLE PURPOSES 1

GIVING FUND - CHARITY

12312 PORT GRACE BLVD
LA VISTA,NE68128 		  PC GENERAL CHARITABLE PURPOSES 1

GOFUNDME LIONS

PO BOX 121270
E ST SAN DIEGO,CA92101 		  PC GENERAL CHARITABLE PURPOSES 540

GOLDEN SLIPPER CLUB & CHARITIES

50 MONUMENT ROAD
BALA CYNWYD,PA19004 		  PC GENERAL CHARITABLE PURPOSES 275

GRATZ COLLEGE

7605 OLD YORK ROAD
MELROSE PARK,PA19027 		  PC GENERAL CHARITABLE PURPOSES 1,800

GUIDELINE SERVICES-MENACHEM SCHMIDT

C/O MENACHEM SCHMIDT 4032 SPRUCE
STREET
PHILADELPHIA,PA19104 		  PC GENERAL CHARITABLE PURPOSES 10,000

GUIDELINE SERVICES-MENACHEM SCHMIDT

C/O MENACHEM SCHMIDT 4032 SPRUCE
STREET
PHILADELPHIA,PA19104 		  PC GENERAL CHARITABLE PURPOSES 3,242

HAPPY PURIM-YOUNG ISRAEL OF THE MAIN LINE

273 MONTGOMERY AVE
BALA CYNWYD,PA19004 		  PC GENERAL CHARITABLE PURPOSES 360

HAPPY PURIM-YOUNG ISRAEL OF THE MAIN LINE

273 MONTGOMERY AVE
BALA CYNWYD,PA19004 		  PC GENERAL CHARITABLE PURPOSES 150

HATIKVAH EDUCATIONAL FOUNDATION

C/O STEVEN FINKELMAN 1403 GILLINGHA
LANE
SUGAR LAND,TX77478 		  PC GENERAL CHARITABLE PURPOSES 1,000

HELP HOPE LIVE

2 RADNOR CORPORATE CENTER 100
MATSONFORD RD SUITE 100
RADNOR,PA19087 		  PC GENERAL CHARITABLE PURPOSES 1,000

HOLOCAUST AWARENESS MUSEUM

8339 OLD YORK ROAD SUITE 203/205
ELKINS PARK,PA19027 		  PC GENERAL CHARITABLE PURPOSES 1,800

HUGHIE AND SELMA BLACK FOUNDATION

185 PINE FOREST RD
GREELEY,PA18425 		  PC GENERAL CHARITABLE PURPOSES 180

HUMANE SOCIETY OF THE UNITED STATES

2100 L STREET NW
WASHINGTON,DC20037 		  PC GENERAL CHARITABLE PURPOSES 100

INDIAN AND FOREST ACRES ALUMNI SCHO FND

THE INDIAN FOREST ACRES SCHOLARSHIP
FND 1830 LAKE SHORE AVE
LOS ANGELES,CA90026 		  PC GENERAL CHARITABLE PURPOSES 1,800

INTERNATIONAL AAE INC

C/O HOPE BARCUS 160 PUTNAM PARK
GREENWICH,CT06830 		  PC GENERAL CHARITABLE PURPOSES 1,800

ISRAEL GUIDE DOG CENTER FOR THE BLIND

968 EASTON ROAD - SUITE H
WARRINGTON,PA19876 		  PC GENERAL CHARITABLE PURPOSES 1,800

ISRAEL GUIDE DOG CENTER FOR THE BLIND

968 EASTON ROAD - SUITE H
WARRINGTON,PA19876 		  PC GENERAL CHARITABLE PURPOSES 118

ISRAEL MAGEN FUND

72 SUMMIT AVE SUITE 107
MONTVALE,NJ07645 		  PC GENERAL CHARITABLE PURPOSES 10,000

ISRAEL MAGEN FUND

72 SUMMIT AVE SUITE 107
MONTVALE,NJ07645 		  PC GENERAL CHARITABLE PURPOSES 10,000

ISRAEL TENNIS AND EDUCATION CENTERS

3275 WEST HILLSBORO BLVD STE102
DEERFIELD BEACH,FL33442 		  PC GENERAL CHARITABLE PURPOSES 500

ITAI

PO BOX 773
CHERRY HILL,NJ08003 		  PC GENERAL CHARITABLE PURPOSES 1,000

JAFCO

4200 NORTH UNIVERSITY DR
SUNRISE,FL33351 		  PC GENERAL CHARITABLE PURPOSES 118

JCHAI

FEDERATION HALL 274 SOUTH BRYN MAWR
AVE
BRYN MAWR,PA19010 		  PC GENERAL CHARITABLE PURPOSES 2,500

JEWISH HERITAGE PROGRAMS

4032 SPRUCE STREET
PHILADELPHIA,PA19104 		  PC GENERAL CHARITABLE PURPOSES 3,600

JEWISH LEARNING VENTURE

261 OLD YORK ROAD SUITE 720
JENKINTOWN,PA19046 		  PC GENERAL CHARITABLE PURPOSES 1,800

JEWISH NATIONAL FUND

150 MONUMENT RD 107
BALA CYNWYD,PA19004 		  PC GENERAL CHARITABLE PURPOSES 100

JEWISH RELIEF AGENCY JRA

225 E CITY AVE SUITE 210
BALA CYNWYD,PA19004 		  PC GENERAL CHARITABLE PURPOSES 50,000

JEWISH RELIEF AGENCY JRA

225 E CITY AVE SUITE 210
BALA CYNWYD,PA19004 		  PC GENERAL CHARITABLE PURPOSES 1,000

JGIVE - FRIENDS OF ASOR FUND USA

43 LUBLIN TR
LAKEWOOD,NJ08701 		  PC GENERAL CHARITABLE PURPOSES 5,000

JHP CONNECT5785

4032 SPRUCE STREET
PHILADELPHIA,PA19104 		  PC GENERAL CHARITABLE PURPOSES 3,600

JINSA

1101 14TH STREET NW SUITE 1030
WASHINGTON,DC20005 		  PC GENERAL CHARITABLE PURPOSES 1,000

JINSA

1101 14TH STREET NW SUITE 1030
WASHINGTON,DC20005 		  PC GENERAL CHARITABLE PURPOSES 1,000

JNS (JEWISH NEWS SERVICE INC)

831 BEACON STREET
NEWTON CENTER,MA02459 		  PC GENERAL CHARITABLE PURPOSES 1,000

JOIN ISRAEL

135 ROCKAWAY TURNPIKE STE 101
LAWRENCE,NY11559 		  PC GENERAL CHARITABLE PURPOSES 1,000

KAVOD

1779 KIRBY PARKWAY SUITE 1- 362
MEMPHIS,TN38138 		  PC GENERAL CHARITABLE PURPOSES 18,000

KLEINLIFE

1600 MARKET STREET STE 3150
PHILADELPHIA,PA19103 		  PC GENERAL CHARITABLE PURPOSES 6,000

KOHELET YESHIVA HIGH SCHOOL

ATTENTION DEVELOPMENT OFFICE 223
NORTH HIGHLAND AVENUE
MERION STATION,PA19066 		  PC GENERAL CHARITABLE PURPOSES 3,600

KOSLOFF TORAH ACADEMY

50 MONTGOMERY AVENUE
BALA CYNWYD,PA19004 		  PC GENERAL CHARITABLE PURPOSES 8,640

KOSLOFF TORAH ACADEMY

50 MONTGOMERY AVENUE
BALA CYNWYD,PA19004 		  PC GENERAL CHARITABLE PURPOSES 3,000

LEV LALEV ORPHANAGE

POB 1210
MONSEY,NY10952 		  PC GENERAL CHARITABLE PURPOSES 540

LONGPORT SCHOLARSHIP FUND

C/O VANESSA WONG TREASURER 49 NORTH
PELHAM AVE
LONGPORT,NJ08403 		  PC GENERAL CHARITABLE PURPOSES 500

LOWER MERION COMMUNITY MIKVAH

111 UNION AVE
BALA CYNWYD,PA19004 		  PC GENERAL CHARITABLE PURPOSES 360

LOWER MERION COMMUNITY MIKVAH

111 UNION AVE
BALA CYNWYD,PA19004 		  PC GENERAL CHARITABLE PURPOSES 360

LOWER MERION POLICE PENSION ASSN

LOWER MERION TOWNSHIP 71 EAST
LANCASTER AVENUE
ARDMORE,PA190032323 		  PC GENERAL CHARITABLE PURPOSES 100

LOWER MERION POLICE PENSION ASSN

LOWER MERION TOWNSHIP 71 EAST
LANCASTER AVENUE
ARDMORE,PA190032323 		  PC GENERAL CHARITABLE PURPOSES 100

LOWER MERION SYNAGOGUE

123 OLD LANCASTER ROAD
BALA CYNWYD,PA19004 		  PC GENERAL CHARITABLE PURPOSES 1,050

LOWER MERION SYNAGOGUE

123 OLD LANCASTER ROAD
BALA CYNWYD,PA19004 		  PC GENERAL CHARITABLE PURPOSES 150

LOWER MERION SYNAGOGUE

123 OLD LANCASTER ROAD
BALA CYNWYD,PA19004 		  PC GENERAL CHARITABLE PURPOSES 180

LOWER MERION SYNAGOGUE

123 OLD LANCASTER ROAD
BALA CYNWYD,PA19004 		  PC GENERAL CHARITABLE PURPOSES 280

LOWER MERION SYNAGOGUE

123 OLD LANCASTER ROAD
BALA CYNWYD,PA19004 		  PC GENERAL CHARITABLE PURPOSES 185

LOWER MERION SYNAGOGUE

123 OLD LANCASTER ROAD
BALA CYNWYD,PA19004 		  PC GENERAL CHARITABLE PURPOSES 1,200

LUBAVITCH OF BUCKS COUNTY

25 NORTH STATE STREET
NEWTOWN,PA189409444 		  PC GENERAL CHARITABLE PURPOSES 3,600

MANACHEM EDUCATION FOUNDATION

411 KINGSTON 300
BROOKLYN,NY11225 		  PC GENERAL CHARITABLE PURPOSES 1,800

MERION FIRE COMPANY

35 GREENFIELD AVENUE
ARDMORE,PA190031333 		  PC GENERAL CHARITABLE PURPOSES 50

MESIVTA HIGH SCHOOL OF GREATER PHILA

PHILADELPHIA 314 LEVERINGTON MILL
ROAD
BALA CYNWYD,PA19004 		  PC GENERAL CHARITABLE PURPOSES 25,000

MESIVTA HIGH SCHOOL OF GREATER PHILA

PHILADELPHIA 314 LEVERINGTON MILL
ROAD
BALA CYNWYD,PA19004 		  PC GENERAL CHARITABLE PURPOSES 100,000

MINDING YOUR MIND FOUNDATION

124 SIBLEY AVENUE
ARDMORE,PA19003 		  PC GENERAL CHARITABLE PURPOSES 76,000

OAKMONT FIRE COMPANY NO 1

23 WEST BENEDICT AVENUE
HAVERTOWN,PA190832303 		  PC GENERAL CHARITABLE PURPOSES 50

OHR NOSSON

1125 CENTRAL AVE
LAKEWOOD,NJ08701 		  PC GENERAL CHARITABLE PURPOSES 1,000

OLAMI MANHATTAN MEOR JEC

38 WEST 13TH STREET
NEW YORK,NY10011 		  PC GENERAL CHARITABLE PURPOSES 1,000

OPENDOR MEDIA

11110 W OAKLAND PARK BLVD SUITE 288
SUNRISE,FL33351 		  PC GENERAL CHARITABLE PURPOSES 3,330

ORTHODOX UNION

ELEVEN BROADWAY 14TH FLOOR
NEW YORK,NY10004 		  PC GENERAL CHARITABLE PURPOSES 1,000

PALM BEACH SYNAGOGUE

120 NORTH COUNTY ROAD
PALM BEACH,FL33480 		  PC GENERAL CHARITABLE PURPOSES 1,450

PARK CITY JEWISH COLLECTIVE

C/O JODI BERRIS 2669 CANYONS RESORT
DR132A
PARK CITY,UT84098 		  PC GENERAL CHARITABLE PURPOSES 1,800

PARTNERS IN TORAH

228 AYCRIGG AVE
PASSAIC,NJ070554704 		  PC GENERAL CHARITABLE PURPOSES 5,000

PARTNERS IN TORAH

228 AYCRIGG AVE
PASSAIC,NJ070554704 		  PC GENERAL CHARITABLE PURPOSES 5,000

PASSOVER LEAGUE THE

50 MONUMENT RD SUITE 103
BALA CYNWYD,PA19004 		  PC GENERAL CHARITABLE PURPOSES 180

PASSOVER LEAGUE THE

50 MONUMENT RD SUITE 103
BALA CYNWYD,PA19004 		  PC GENERAL CHARITABLE PURPOSES 180

PEF ISRAEL ENDOWMENT FUNDS INC

630 THIRD AVE SUITE 1500
NEW YORK,NY10017 		  PC GENERAL CHARITABLE PURPOSES 1,800

PENN STATE ABINGTON

C/O KAYLA MARRA 1600 WOODLAND RD
ABINGTON,PA19001 		  PC GENERAL CHARITABLE PURPOSES 1,500

PENNSYLVANIA SPCA

350 E ERIE AVENUE
PHILADELPHIA,PA191341090 		  PC GENERAL CHARITABLE PURPOSES 100

PHILADELPHIA COMMUNITY KOLLEL

364 MONTGOMERY AVENUE
MERION STATION,PA19066 		  PC GENERAL CHARITABLE PURPOSES 3,600

PHILLY FRIENDSHIP CIRCLE

PO BOX 25067
PHILADELPHIA,PA19147 		  PC GENERAL CHARITABLE PURPOSES 25,000

PHILLY FRIENDSHIP CIRCLE

PO BOX 25067
PHILADELPHIA,PA19147 		  PC GENERAL CHARITABLE PURPOSES 1,000

PMA CRAFT SHOW

P O BOX 7646
PHILADELPHIA,PA191017646 		  PC GENERAL CHARITABLE PURPOSES 250

PRAGER UNIVERSITY FOUNDATION

15021 VENTURA BLVD 552
SHERMAN OAKS,CA91403 		  PC GENERAL CHARITABLE PURPOSES 5,000

RABBI'S DISCRETIONARY FUND TEMPLE BETH EL

1001 REMINGTON ROAD
WYNNEWOOD,PA190962399 		  PC GENERAL CHARITABLE PURPOSES 136

RENEWAL OF LIFE INC

4721 NEW UTRECHT AVE
BROOKLYN,NY11219 		  PC GENERAL CHARITABLE PURPOSES 1,000

ROHR CENTER FOR JEWISH LIFE

780 COLLEGE AVE
HAVERFORD,PA19041 		  PC GENERAL CHARITABLE PURPOSES 1,000

ROHR CENTER FOR JEWISH LIFE

780 COLLEGE AVE
HAVERFORD,PA19041 		  PC GENERAL CHARITABLE PURPOSES 7,200

SAMUEL D COZEN MEMORIAL FUND

ONE LIBERTY PLACE 28TH FLOOR 1650
MARKET ST SUITE 2800
PHILADELPHIA,PA19103 		  PC GENERAL CHARITABLE PURPOSES 500

SUPPORT BENJI'S BAR MITZVAH PROJECT

5146 N CARLISLE STREET
PHILADELPHIA,PA19141 		  PC GENERAL CHARITABLE PURPOSES 540

SWORD2SHEKEL

1101 E 19TH STREET
BROOKLYN,NY11230 		  PC GENERAL CHARITABLE PURPOSES 10,000

TALMUDICAL ACADEMY OF BALTIMORE

4445 OLD COURT RD
PIKESVILLE,MD21208 		  PC GENERAL CHARITABLE PURPOSES 360

TALMUDICAL ACADEMY OF BALTIMORE

4445 OLD COURT RD
PIKESVILLE,MD21208 		  PC GENERAL CHARITABLE PURPOSES 500

TALMUDICAL YESHIVA OF PHILA

6063 DREXEL RD
PHILADELPHIA,PA19131 		  PC GENERAL CHARITABLE PURPOSES 3,600

TCF-VAAD HARABBANIM LAKEWOOD

221 REGENT DRIVE
LAKEWOOD,NJ08701 		  PC GENERAL CHARITABLE PURPOSES 360

TEMPLE BETH HILLEL - BETH EL

1001 REMINGTON ROAD
WYNNEWOOD,PA190962399 		  PC GENERAL CHARITABLE PURPOSES 100

TEMPLE HILLEL

ATTN DEVELOPMENT 1441 W NORRIS
STREET
PHILADELPHIA,PA19121 		  PC GENERAL CHARITABLE PURPOSES 2,500

TOYS FOR TOTS

ATTNCOLONEL TED SILVESTER PO BOX
5036
BOONE,IA509500036 		  PC GENERAL CHARITABLE PURPOSES 250

TUNNEL TO TOWERS FND

2361 HYLAN BLVD
STATEN ISLAND,NY10306 		  PC GENERAL CHARITABLE PURPOSES 180

TUNNEL TO TOWERS FND

2361 HYLAN BLVD
STATEN ISLAND,NY10306 		  PC GENERAL CHARITABLE PURPOSES 10,000

UJA-FEDERATION OF NY

PO BOX 4227
NEW YORK,NY102614227 		  PC GENERAL CHARITABLE PURPOSES 180

VAAD HARABANIM LEINYANEI TZEDAKA

600 REISTEROWN ROAD SUITE 401
BALTIMORE,MD21208 		  PC GENERAL CHARITABLE PURPOSES 1,000

WEITZMAN NATIONAL MUSEUM OF AMERICAN JEWI

DEVELOPMENT DEPARTMENT 101 SOUTH
INDEPENDENCE MALL E
PHILADELPHIA,PA19106 		  PC GENERAL CHARITABLE PURPOSES 2,500

WORLDWIDE FRIENDS - ISRAEL FRIENDS

1178 BROADWAY 3RD FLOOR 4042
NEW YORK,NY10001 		  PC GENERAL CHARITABLE PURPOSES 2,000

YAD EZRA V'SHULAMIT

3470 WILSHIRE BLVD SUITE 1020
LOS ANGELES,CA90010 		  PC GENERAL CHARITABLE PURPOSES 600

YAD EZRA V'SHULAMIT

3470 WILSHIRE BLVD SUITE 1020
LOS ANGELES,CA90010 		  PC GENERAL CHARITABLE PURPOSES 600

YALDEI SHLUCHEI HAREBBE

353 KINGSTON AVE SUITE 302
BROOKLYN,NY11213 		  PC GENERAL CHARITABLE PURPOSES 1,800

YESHIVA UNIVERSITY

500 W 185TH ST
NEW YORK,NY10033 		  PC GENERAL CHARITABLE PURPOSES 1,000

YIOC

RABBI DOV FISHER 5319 UNIVERSITY
DRIVE 122
IRVINE,CA92612 		  PC GENERAL CHARITABLE PURPOSES 1,000

YOUNG ISRAEL OF THE MAIN LINE

273 MONTGOMERY AVENUE
BALA CYNWYD,PA19004 		  PC GENERAL CHARITABLE PURPOSES 206

YOUNG ISRAEL OF THE MAIN LINE

273 MONTGOMERY AVENUE
BALA CYNWYD,PA19004 		  PC GENERAL CHARITABLE PURPOSES 1,250

YOUNG ISRAEL OF THE MAIN LINE

273 MONTGOMERY AVENUE
BALA CYNWYD,PA19004 		  PC GENERAL CHARITABLE PURPOSES 100

YOUNG ISRAEL OF THE MAIN LINE

273 MONTGOMERY AVENUE
BALA CYNWYD,PA19004 		  PC GENERAL CHARITABLE PURPOSES 1,000

YOUNG ISRAEL OF THE MAIN LINE

273 MONTGOMERY AVENUE
BALA CYNWYD,PA19004 		  PC GENERAL CHARITABLE PURPOSES 180

YOUNG JEWISH CONSERVATIVES

2480 BRIARCLIFF ROAD STE 6-181
ATLANTA,GA30329 		  PC GENERAL CHARITABLE PURPOSES 1,000

ZIONIST ORGANIZATION OF AMERICA (PHILA)

ONE BELMONT AVE SUITE 324
BALA CYNWYD,PA19004 		  PC GENERAL CHARITABLE PURPOSES 2,000

ZIONIST ORGANIZATION OF AMERICA

633 THIRD AVENUE SUITE 31-B
NEW YORK,NY10017 		  PC GENERAL CHARITABLE PURPOSES 10,000
Total .................................right arrow 3a 807,928
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 ........... 		523000   14 1,104  
4 Dividends and interest from securities .... 523000   14 44,454  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		523000 -215 18 1,300,860  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aK-1 ENERGY TRANSFER LP 		523000 -1,208      
bK-1 ENTERPRISE PRODUCTS PARTNERS LP 523000 -10,209      
cK-1 MPLX LP 523000 0      
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -11,632 1,346,418 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,334,786
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

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

23-2962563
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
ERLBAUM FAMILY FOUNDATION
  		Employer identification number
23-2962563
Part I
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
DANIEL ERLBAUM
44 W LANCASTER AVE SUITE 110
 
ARDMORE, PA19003

$ 114,750


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

$ 494,370


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

$ 111,650


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

$ 34,703


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

$ 47,520


(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
ERLBAUM FAMILY FOUNDATION
  		Employer identification number

23-2962563
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 10,000 SHARES OF FHLMC $ 114,750 2024-12-26
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 6,000 SHARES OF PALANTIR $ 494,370 2024-12-26
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
3
 10,000 SHARES FHLMC $ 111,650 2024-12-18
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
4
 1,500 SHARES OPTION HEALTH CARE $ 34,703 2024-12-18
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
5
 1,000 SHARES MPLX LP $ 47,520 2024-12-18
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
ERLBAUM FAMILY FOUNDATION
  		Employer identification number

23-2962563
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
ERLBAUM FAMILY FOUNDATION
EIN:
23-2962563
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 2,125 0   0

TY 2024 InvestmentsCorpStockSchedule
Name:
ERLBAUM FAMILY FOUNDATION
EIN:
23-2962563
Name of Stock End of Year Book Value End of Year Fair Market Value
WSFS FINANCIAL CORPORATION 57,529 80,386
ENERGY TRANSFER PARTNERS 68,168 117,540
FEDERAL HOME LOAN MTG CORP 275,675 297,250
FORD 307,888 148,500
KEYCORP NEW 178,611 130,161
MPLX LP 47,520 47,860
OPKO HEALTH INC 992 156
OPTION HEALTH CARE, INC. 69,465 58,000
PALANTIR 329,580 302,520
REPUBLIC FIRST BANCORP 330,965 12
UNIFI, INC 250,332 66,588
KINDER MORGAN INC 115,137 187,717

TY 2024 OtherAssetsSchedule
Name:
ERLBAUM FAMILY FOUNDATION
EIN:
23-2962563
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ADVANCE CHEVRA 0 40,000 40,000


TY 2024 OtherDecreasesSchedule
Name:
ERLBAUM FAMILY FOUNDATION
EIN:
23-2962563
Description Amount
EXCESS OF FAIR VALUE OF ASSETS DONATED OVER DONOR'S BASIS OF ASSETS SOLD 1,024,916
BOOK / TAX DIFFERENCES IN INCOME - ENTERPRISE PRODUCTS PARTNERS 27
BOOK / TAX DIFFERENCES IN INCOME - ENERGY TRANSFER PARTNERS L.P. 38


TY 2024 OtherExpensesSchedule
Name:
ERLBAUM FAMILY FOUNDATION
EIN:
23-2962563
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
K-1 ENERGY TRANSFER LP - INTEREST EXPENSE 1,255 1,255   0
INVESTMENT EXPENSES 220 220   0
FILING FEE 15 15   0
MISCELLANEOUS 35 35   0
K-1 ENERGY TRANSFER LP - CONTRIBUTIONS 8 8   0
K-1 ENTERPRISE PRODUCT PARTNERS - CONTRIBUTIONS 3 3   0


TY 2024 OtherIncomeSchedule2
Name:
ERLBAUM FAMILY FOUNDATION
EIN:
23-2962563
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
K-1 ENERGY TRANSFER LP -1,208   -1,208
K-1 ENTERPRISE PRODUCTS PARTNERS LP -10,209   -10,209


TY 2024 OtherLiabilitiesSchedule
Name:
ERLBAUM FAMILY FOUNDATION
EIN:
23-2962563
Description Beginning of Year - Book Value End of Year - Book Value
GSC RECOVERY IIA LIQUIDATING TRUST 795 797


TY 2024 TaxesSchedule
Name:
ERLBAUM FAMILY FOUNDATION
EIN:
23-2962563
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAXES 14,261 0   0