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
THE SARAMAR CHARITABLE FUND
 
Number and street (or P.O. box number if mail is not delivered to street address)130 SOUTH 18TH STREET NO 3301
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PHILADELPHIA, PA19103
A Employer identification number

25-6839698
B Telephone number (see instructions)

(610) 661-4505
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$9,054,406J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 272,378 272,378  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 14,691
b Gross sales price for all assets on line 6a 1,162,830
7 Capital gain net income (from Part IV, line 2)... 14,691
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
5,245 5,245 0
12 Total. Add lines 1 through 11........ 292,314 292,314 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
4,718 3,537 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
8,873 8,577 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 13,591 12,114 0 0
25 Contributions, gifts, grants paid....... 501,000 501,000
26 Total expenses and disbursements. Add lines 24 and 25 514,591 12,114 0 501,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -222,277
b Net investment income (if negative, enter -0-) 280,200
c Adjusted net income (if negative, enter -0-)... 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............. 187,817 191,949 191,949
2 Savings and temporary cash investments......... 829,512 1,731,939 1,731,939
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) 2,198,354 Click to see attachment
List of Attached Documents:
// Content
1,175,515 		1,185,338
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule)....... 308,107 Click to see attachment
List of Attached Documents:
// Content
258,044 		248,752
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,285,148 Click to see attachment
List of Attached Documents:
// Content
3,218,947 		5,693,353
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
3,075 		Click to see attachment
List of Attached Documents:
// Content
3,075 		Click to see attachment
List of Attached Documents:
// Content
3,075
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,812,013 6,579,469 9,054,406
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 6,812,013 6,579,469
29 Total net assets or fund balances (see instructions)..... 6,812,013 6,579,469
30 Total liabilities and net assets/fund balances (see instructions). 6,812,013 6,579,469
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
6,812,013
2
Enter amount from Part I, line 27a .....................
2
-222,277
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
6,589,736
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
10,267
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,579,469
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 COLGATE PALMOLIVE CO 3.250% DUE 03/15/2024 P 2018-08-28 2024-03-15
b USA TREASURY NOTES 02.250% DUE 3/31/2024 P 2022-10-07 2024-03-31
c USA TREASURY BILLS DTD 11/30/2023 DUE 11/29/2024 P 2023-12-14 2024-11-29
d CHESTER CNTY PA 2.818% DUE 5/15/2024 P 2018-09-04 2024-05-15
e HAWAII ST TAXABLE SE 5.1% DUE 2/1/2024 P 2017-02-07 2024-02-01
HONOLULU CITY & CNTY 3.135% DUE 7/1/2024 P 2017-02-16 2024-07-01
TEXAS ST TXBL 2.899% DUE 10/1/2024 P 2017-02-28 2024-10-01
WASHINGTON ST BUILD AMER GO 4.669% DUE 8/1/2024 P 2017-03-16 2024-04-01
SYNCHRONY BANK 3.300% DUE 7/25/2024 P 2018-08-27 2024-07-25
USA TREASURY NOTES 0.62500% DUE 1/15/2024 P 2017-03-02 2024-01-15
TREASURY NOTE 4.25% 9/30/24 TRADE DATE 10/24/22 P 2023-12-14 2024-11-29
UNITED STATES TREASURY BILL 11/29/24 TRADE DATE 12/13/23 P 2022-10-24 2024-09-30
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 50,000   50,063 -63
b 25,000   24,235 765
c 200,090   200,090 0
d 130,000   127,696 2,304
e 45,000   45,000 0
25,000   25,000 0
100,000   100,000 0
100,000   100,000 0
75,000   74,598 402
131,741   126,660 5,081
200,090   200,090 0
75,000   74,707 293
5,909     5,909
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       -63
b       765
c       0
d       2,304
e       0
      0
      0
      0
      402
      5,081
      0
      293
      5,909
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 14,691
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 3,895
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 3,895
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,895
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 3,600
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 3,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,600
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 5
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 2,700
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow2,700 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
 
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 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 arrowJEFFREY HONICKMAN FOUNDATION MGR Telephone no.right arrow (610) 661-4505

Located atright arrow130 SOUTH 18TH STREET NO 3301PHILADELPHIAPA ZIP+4right arrow19103
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 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
JEFFREY A HONICKMAN TRUSTEE
0.00 		0 0 0
130 SOUTH 18TH STREET NO 3301
PHILADELPHIA,PA19103
MARJORIE HONICKMAN TRUSTEE
0.00 		0 0 0
130 SOUTH 18TH STREET NO 3301
PHILADELPHIA,PA19103
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (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  
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 (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
7,651,255
b
Average of monthly cash balances.......................
1b
1,333,178
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
8,984,433
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
8,984,433
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
134,766
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,849,667
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
442,483
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
442,483
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
3,895
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,895
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
438,588
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
438,588
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
438,588
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
501,000
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
501,000
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 7 438,588
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...... 17,606
b From 2020......  
c From 2021......  
d From 2022...... 29,708
e From 2023...... 311,757
f Total of lines 3a through e ........ 359,071
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 501,000
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..... 438,588
e Remaining amount distributed out of corpus 62,412
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 5 421,483
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) ... 		17,606
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		403,877
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022.... 29,708
d Excess from 2023.... 311,757
e Excess from 2024.... 62,412
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).)
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 e-mail address of the person to whom applications should be addressed:
MARJORIE HONICKMAN
130 SOUTH 18TH STREET NO 3301
PHILADELPHIA,PA19103
(610) 661-4507
bThe form in which applications should be submitted and information and materials they should include:
NO SPECIFIC FORM
cAny submission deadlines:
NO SUBMISSION DEADLINES
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
DISTRIBUTIONS LIMITED TO ORGANIZATIONS THAT CARRY OUT PURPOSE OF FOUNDATION
Form 990-PF (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

ABRAMSON CANCER CENTER OF THE UNIV OF PA

3400 SPRUCE STREET
PHILADELPHIA,PA19104 		NONE PC UNRESTRICTED 250

ACADEMY IN MANAYUNK (AIM ACADEMY)

1200 RIVER ROAD
CONSHOHOCKEN,PA19428 		NONE PC UNRESTRICTED 1,000

ACTING WITHOUT BOUNDARIES

750 EAST HAVERFORD ROAD
BRYN MAWR,PA19010 		NONE PC UNRESTRICTED 500

AGAHOZO-SHALOM YOUTH VILLAGE

620 8TH AVE 19TH FLOOR
NEW YORK,NY10018 		NONE PC UNRESTRICTED 10,079

ALZHEIMERS ASSOCIATION

225 N MICHIGAN AVE
CHICAGO,IL60601 		NONE PC UNRESTRICTED 360

AMERICAN ASSOCIATES BEN-GURION UNIVERSITY OF THE NEGEV

1001 AVE OF THE AMERICAS
NEW YORK,NY10018 		NONE PC UNRESTRICTED 1,000

AMERICAN ASSOCIATION FOR CANCER RESEARCH FOUNDATION

615 CHESTNUT STREET 17TH FL
PHILADELPHIA,PA19106 		NONE PC UNRESTRICTED 2,500

AMERICAN FRIENDS OF LIBI INC

45 BARTLETT CRESCENT
BROOKLINE,MA02446 		NONE PC UNRESTRICTED 250

AMERICAN HEART ASSOCIATION INC

7272 GREENVILLE AVE
DALLAS,TX75231 		NONE PC UNRESTRICTED 1,000

AMERICAN INSTITUTE FOR CANCER RESEARCH (AICRORG)

1560 WILSON BOULEVARD 1000
ARLINGTON,VA22209 		NONE PC UNRESTRICTED 118

AMERICAN JEWISH COMMITTEE

165 EAST 56TH STREET
NEW YORK,NY10022 		NONE PC UNRESTRICTED 1,500

ARBOR DAY FOUNDATION

211 N 12TH ST
LINCOLN,NE68508 		NONE PC UNRESTRICTED 249

ARBOR POINTE FOUNDATION

1000 ARBOR LAKE DRIVE
NAPLES,FL34110 		NONE PC UNRESTRICTED 250

BARNEGAT LIGHT FIRST AID SQUAD

15 W 10TH STREET
BARNEGAT LIGHT,NJ08806 		NONE PC UNRESTRICTED 100

BARNEGAT LIGHT VOLUNTEER FIRE CO

10TH BLVD PO BOX 633
BARNEGAT LIGHT,NJ08806 		NONE PC UNRESTRICTED 100

BARRACK HEBREW ACADEMY

272 S BRYN MAWR AVE
BRYN MAWR,PA19010 		NONE PC UNRESTRICTED 1,000

BAY AREA DISCOVERY MUSEUM

557 MCREYNOLDS ROAD
SAUSALITO,CA94965 		NONE PC UNRESTRICTED 309

BIRTHRIGHT ISRAEL FOUNDATION

PO BOX 5892
HICKSVILLE,NY11801 		NONE PC UNRESTRICTED 90,000

BOY SCOUTS OF AMERICA

1325 W WALNUT HILL LANE
IRVING,TX75038 		NONE PC UNRESTRICTED 500

BREAKTHROUGH T1D

200 VESEY STREET 28TH FL
NEW YORK,NY10281 		NONE PC UNRESTRICTED 250

CALIFORNIA ACADEMY OF SCIENCES

55 MUSIC CONCOURSE DRIVE
SAN FRANCISCO,CA94418 		NONE PC UNRESTRICTED 299

CHABAD AT ROWAN UNIVERSITY

307 HAMILTON ROAD
GLASSBORO,NJ08028 		NONE PC UNRESTRICTED 1,000

CHABAD ON CAMPUS UCSC

1142 KING STREET
SANTA CRUZ,CA95060 		NONE PC UNRESTRICTED 2,000

CHAMBER OF COMMERCE FOR GREATER PHILADELPHIA REGIONAL FOUNDATION

200 SOUTH BROAD ST 700
PHILADELPHIA,PA19102 		NONE PC UNRESTRICTED 500

CHILDREN'S HOSPITAL FOUNDATION

3401 CIVIC CENTER BLVD
PHILADELPHIA,PA19104 		NONE PC UNRESTRICTED 17,000

CHILDREN'S HOSPITAL OF PHILADELPHIA

PO BOX 781352
PHILADELPHIA,PA19178 		NONE PC UNRESTRICTED 2,000

CONGREGATION KOL SHOFAR

215 BLACKFIELD DR
TIBURON,CA94920 		NONE PC UNRESTRICTED 5,540

DINAH

21 S 11TH ST
PHILADELPHIA,PA19107 		NONE PC UNRESTRICTED 500

DREXEL UNIVERSITY HILLEL

118 N 34TH STREET
PHILADELPHIA,PA19104 		NONE PC UNRESTRICTED 1,000

DRIVE CHANGE INC

630 FLUSHING AVENUE
BROOKLYN,NY11206 		NONE PC UNRESTRICTED 54

EMILY'S ENTOURAGE

PO BOX 71
MERION STATION,PA19066 		NONE PC UNRESTRICTED 1,500

FAMILIES BEHIND THE BADGE CHILDREN'S FOUNDATION

555 E NORTH LANE
CONSHOHOCKEN,PA19428 		NONE PC UNRESTRICTED 250

FEDERATION EARLY LEARNING SERVICES

10700 JAMISON AVENUE
PHILADELPHIA,PA19116 		NONE PC UNRESTRICTED 500

FRANKLIN INSTITUTE

222 N 20TH STREET
PHILADELPHIA,PA19103 		NONE PC UNRESTRICTED 1,500

FRIENDS OF OFANIM INC

1255 DRUMMERS LANE SUITE 200
WAYNE,PA19087 		NONE PC UNRESTRICTED 10,000

FRIENDS OF RITTENHOUSE SQUARE

PO BOX 1308
PHILADELPHIA,PA19103 		NONE PC UNRESTRICTED 4,000

FRIENDS OF THE ISRAEL DEFENSE FORCES

PO BOX 4224
NEW YORK CITY,NY10163 		NONE PC UNRESTRICTED 250

GERMANTOWN ACADEMY

PO BOX 287 MORRIS ROAD
FORT WASHINGTON,PA19034 		NONE PC UNRESTRICTED 100

GIRLS ON THE RUN OF CENTRAL NEW YORK

PO BOX 1245
COOPERSTOWN,NY13326 		NONE PC UNRESTRICTED 259

GREATER PHILADELPHIA FILM OFFICE

1515 ARCH STREET 11TH FLOOR
PHILADELPHIA,PA19102 		NONE PC UNRESTRICTED 1,000

GREENWOOD HOUSE HOME FOR THE JEWISH AGED

53 WALTER ST
EWING,NJ08628 		NONE PC UNRESTRICTED 500

HAR ZION TEMPLE

1500 HAGYS FORD ROAD
PENN VALLEY,PA19072 		NONE PC UNRESTRICTED 156,872

HELPHOPELIVE

2 RADNOR CRP CTR 100 MATSONFORD RD
RADNOR,PA19087 		NONE PC UNRESTRICTED 1,000

HIDDEN VALLEY PTO

46 GREEN VALLEY CT
SAN ANSELMO,CA94960 		NONE PC UNRESTRICTED 190

HIGH POINT VOLUNTEER FIRE COMPANY

10 WEST 80TH STREET
HARVEY CEDARS,NJ08008 		NONE PC UNRESTRICTED 100

HURU INTERNATIONAL

15 WEST 26TH STREET NO 11TH
NEW YORK,NY10010 		NONE PC UNRESTRICTED 1,000

IMPACT 100

4010 EXECUTIVE PARK DR STE 100
CINCINNATI,OH45241 		NONE PC UNRESTRICTED 1,250

JCHAI

21 BALA AVE
BALA CYNWYD,PA19004 		NONE PC UNRESTRICTED 5,000

JEWISH CENTER

435 NASSAU ST
PRINCETON,NJ08540 		NONE PC UNRESTRICTED 2,800

JEWISH COMMUNITY CENTER OF LONG BEACH ISLAND

2411 LONG BEACH BLVD
LONG BEACH,NJ08008 		NONE PC UNRESTRICTED 250

JEWISH FAMILY AND CHILDREN'S SERVICE

2100 ARCH STREET 5TH FLOOR
PHILADELPHIA,PA19103 		NONE PC UNRESTRICTED 2,006

JEWISH FEDERATION OF GREATER PHILADELPHIA

2101 STRAHLE STREET
PHILADELPHIA,PA19152 		NONE PC UNRESTRICTED 3,161

JEWISH GENEALOGICAL & ARCHIVAL SOCIEY OF GREATER PHILADELPHIA

615 N BROAD STREET
PHILADELPHIA,PA19123 		NONE PC UNRESTRICTED 1,000

JEWISH LEARNING VENTURE

261 OLD YORK ROAD SUITE 720
JENKINTOWN,PA19046 		NONE PC UNRESTRICTED 1,000

JEWISH NATIONAL FUND

42 E 69TH STREET
NEW YORK,NY10021 		NONE PC UNRESTRICTED 2,500

JEWISH RELIEF AGENCY

10980 DUTTON ROAD
PHILADELPHIA,PA19154 		NONE PC UNRESTRICTED 250

JOSHUA M KATZ MEMORIAL FUND

207 THOMAS STREET SUITE 100
JENKINTOWN,PA19046 		NONE PC UNRESTRICTED 1,800

JUVENILE DIABETES RESEARCH FOUNDATION

26 BROADWAY
NEW YORK,NY10004 		NONE PC UNRESTRICTED 1,000

KIMMEL CANCER CENTER AT JEFFERSON

233 SOUTH 10TH ST STE 1050
PHILADELPHIA,PA19107 		NONE PC UNRESTRICTED 10,000

KQED PUBLIC MEDIA

2601 MARIPOSA STREET
SAN FRANCISCO,CA941101426 		NONE PC UNRESTRICTED 309

LBI FOUNDATION OF THE ARTS & SCIENCES

120 LONG BEACH BLVD
LOVELADIES,NJ08008 		NONE PC UNRESTRICTED 500

LIGHTHOUSE INTERNATIONAL FILM FESTIVAL

15 W 65TH STREET
NEW YORK,NY10023 		NONE PC UNRESTRICTED 1,500

LIVING BEYOND BREAST CANCER

40 MONUMENT RD STE 104
BALACYNWYD,PA19004 		NONE PC UNRESTRICTED 500

MANNA METROPOLITAN AREA NEIGHBORHOOD NUTRITION ALLIANCE

2323 RANSTEAD STREET
PHILADELPHIA,PA19103 		NONE PC UNRESTRICTED 4,640

MARIN FOSTER CARE ASSOCIATION

55 MITCHELL BLVD 2
SAN RAFAEL,CA94903 		NONE PC UNRESTRICTED 185

MEDFORD UNITED METHODIST CHUCH

2 HARTFORD RD
MEDFORD,NJ08055 		NONE PC UNRESTRICTED 5,500

MOISHE HOUSE

5802 MONROE ROAD
CHARLOTTE,NC28212 		NONE PC UNRESTRICTED 1,800

MOVE OVER BREAST CANCER INC

48 FLEMING WAY
PRINCETON,NJ08540 		NONE PC UNRESTRICTED 3,017

MULTIPLE MYELOMA RESEARCH FOUNDATION

383 MAIN AVE 5TH FL
NORWALK,CT06581 		NONE PC UNRESTRICTED 5,000

NATIONAL ALLIANCE ON MENTAL ILLNESS

3729 S HICKORY MALL
MEMPHIS,TN38115 		NONE PC UNRESTRICTED 100

NATIONAL COUNCIL OF JEWISH WOMEN

1231 HIGHLAND AVE
FORT WASHINGTON,PA19034 		NONE PC UNRESTRICTED 540

NATIONAL MULTIPLE SCLEROSIS

30 S 17TH ST STE 800
PHILADELPHIA,PA19103 		NONE PC UNRESTRICTED 118

NATIONAL NETWORK OF ABORTION FUNDS

9450 SW GEMINI DR PMB 16009
BEAVERTON,OR970087105 		NONE PC UNRESTRICTED 1,000

NETWORK FOR GOOD

1140 CONNECTICUT AVE NW
WASHINGTON,DC20036 		NONE PC UNRESTRICTED 150

NEW YORK CARES

39 BROADWAY
NEW YORK,NY10006 		NONE PC UNRESTRICTED 250

NJY CAMPS

21 PLYMOUTH ST
FAIRFIELD,NJ07004 		NONE PC UNRESTRICTED 1,000

NORTON CHILDRENS HOSPITAL FOUNDATION

4965 US HIGHWAY 42 SUITE 1000
LOUISVILLE,KY40222 		NONE PC UNRESTRICTED 500

OAKLAND ZOO

PO BOX 5238
OAKLAND,CA94605 		NONE PC UNRESTRICTED 279

OROT

7601 OLD YORK ROAD
ELKINS PARK,PA19027 		NONE PC UNRESTRICTED 1,800

PERELMAN JEWISH DAY SCHOOL

49 HAVERFORD ROAD
WYNNEWOOD,PA19096 		NONE PC UNRESTRICTED 1,250

PHILABUNDANCE

3616 SOUTH GALLOWAY STREET
PHILADELPHIA,PA19148 		NONE PC UNRESTRICTED 180

PHILADELPHIA HOLOCAUST REMEMBRANCE FOUNDATION

1617 JFK BLVD 20TH FL UNIT 2015
PHILADELPHIA,PA19103 		NONE PC UNRESTRICTED 180

PHILADELPHIA RONALD MCDONALD HOUSE

3925 CHESTNUT STREET
PHILADELPHIA,PA19104 		NONE PC UNRESTRICTED 2,500

PHILADELPHIA VIP

1500 WALNUT STREET SUITE 400
PHILADELPHIA,PA19102 		NONE PC UNRESTRICTED 750

PHILADELPHIA YEARLY MEETING OF FRIENDS (DELAWARE VALLEY FRIENDS SCHOOL)

19 E CENTRAL AVENUE
PAOLI,PA19301 		NONE PC UNRESTRICTED 250

PIXIE PARENTS

PO BOX 602
ROSS,CA94957 		NONE PC UNRESTRICTED 525

PLANNED PARENTHOOD

1144 LOCUST STREET
PHILADELPHIA,PA19107 		NONE PC UNRESTRICTED 516

PMA CRAFT SHOW

PO BOX 7646
PHILADELPHIA,PA19101 		NONE PC UNRESTRICTED 1,500

RONALD MCDONALD HOUSE - NYC

405 E 73RD ST
NEW YORK,NY10021 		NONE PC UNRESTRICTED 2,500

ROTHMAN INSTITUTE ORTHOPAEDIC FOUNDATION

925 CHESTNUT STREET SUITE 5TH FL
PHILADELPHIA,PA19107 		NONE PC UNRESTRICTED 1,000

SCHOLARSHIP AMERICA INC

1101 17TH STREET NW SUITE 300
WASHINGTON,DC20036 		NONE PC UNRESTRICTED 19,827

SHARE FOOD PROGRAM

2901 W HUNTING PARK AVE
PHILADELPHIA,PA19129 		NONE PC UNRESTRICTED 25,000

THE BARNES FOUNDATION

2025 BENJAMIN FRANKLIN PARKWAY
PHILADELPHIA,PA19130 		NONE PC UNRESTRICTED 25,000

THE CHEVRA

2002 LUDLOW STREET
PHILADELPHIA,PA19103 		NONE PC UNRESTRICTED 1,000

THE FRIENDSHIP CIRCLE PHILADELPHIA REGION SOUTH

754 S 9TH STREET
PHILADELPHIA,PA19147 		NONE PC UNRESTRICTED 1,800

THE MARINE MAMMAL CENTER

2000 BUNKER ROAD
SAUSALITO,CA94965 		NONE PC UNRESTRICTED 258

THOMAS JEFFERSON UNIVERSITY HOSPITAL

1020 WALNUT STREET
PHILADELPHIA,PA19107 		NONE PC UNRESTRICTED 1,450

TORAH FUND

3080 BROADWAY
NEW YORK,NY10027 		NONE PC UNRESTRICTED 1,000

TRIBE 12

101 S INDEPENDENCE MALL E
PHILADELPHIA,PA19106 		NONE PC UNRESTRICTED 5,000

TUFTS UNIVERSITY

419 BOSTON AVENUE
MEDFORD,MA02115 		NONE PC UNRESTRICTED 7,750

UNITED STATES SQUASH RACQUETS ASSOCIATION INC

25 N 33RD ST
PHILADELPHIA,PA19104 		NONE PC UNRESTRICTED 1,000

VETRI COMMUNITY PARTNERSHIP

211 N 13TH ST 303
PHILADELPHIA,PA19107 		NONE PC UNRESTRICTED 2,500

WHYY

INDEPENDENCE MALL WEST 150 N 6TH
STREET
PHILADELPHIA,PA19106 		NONE PC UNRESTRICTED 150

WISSINOMING UNITED METHODIST CHURCH

4419 COMLY ST
PHILADELPHIA,PA19135 		NONE PC UNRESTRICTED 8,000

YESHIVA UNIVERSITY - FERKAUF SCHOOL OF PSYCHOLOGY

500 WEST 185TH ST
NEW YORK,NY10033 		NONE PC UNRESTRICTED 5,500

ZOOLOGICAL SOCIETY OF PHILADELPHIA

3400 W GIRARD AVE
PHILADELPHIA,PA19104 		NONE PC UNRESTRICTED 1,000

JEWISH HERITAGE PROGRAMS

4037 PINE ST
PHILADELPHIA,PA19104 		NONE PC UNRESTRICTED 1,000

KLEHR CENTER FOR JEWISH LIFE FRANKLIN & MARSHALL COLLEGE

645 COLLEGE AVE
LANCASTER,PA17603 		NONE PC UNRESTRICTED 1,180

THE MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH

498 FASHION AVE
NEW YORK,NY10018 		NONE PC UNRESTRICTED 500
Total .................................right arrow 3a 501,000
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 ........... 		         
4 Dividends and interest from securities ....     14 272,378  
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 .....     01 5,245  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 14,691  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a8912 		         
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 292,314 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
292,314
(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
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 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE SARAMAR CHARITABLE FUND
EIN:
25-6839698
Name of Bond End of Year Book Value End of Year Fair Market Value
INTERNATIONAL BUSINESS MACH CORP 7.000% DUE 10/30/2025 60,260 50,972
PROCTER AND GAMBLE CO 2.700% DUE 2/2/2026 96,867 98,184
WALMART STORE 3.550% DUE 6/26/2025 100,917 99,596

TY 2024 InvestmentsGovtObligationsSch
Name:
THE SARAMAR CHARITABLE FUND
EIN:
25-6839698
US Government Securities - End of Year Book Value:

615,256
US Government Securities - End of Year Fair Market Value:

627,458
State & Local Government Securities - End of Year Book Value:


560,259
State & Local Government Securities - End of Year Fair Market Value:


557,880


TY 2024 InvestmentsOtherSchedule2
Name:
THE SARAMAR CHARITABLE FUND
EIN:
25-6839698
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
CITIBANK NA 3.400% DUE 8/25/2025 FMV 69,468 69,644
DISCOVER BK 4.9% 11/08/27 FMV 49,750 51,191
GATEWAY TRUST GATEWAY FUND CLASS Y FMV 356,387 514,118
ISHARES CORE MSCI EMERGING MARKETS FMV 275,265 283,293
ISHARES CORE MSCI EUROPE ETF FMV 225,074 258,294
ISHARES CORE MSCI PACIFIC ET ETF FMV 225,032 240,123
ISHARES CORE S&P MID -CAP ETF FMV 151,797 262,014
ISHARES RUSSEL 2000 VALUE ETF FMV 106,264 105,069
ISHARES RUSSEL 2000 VALUE ETF FMV 99,867 134,619
ISHARES TR MSCI EAFE FMV 395,372 526,246
ISHARES TR RUSSELL 1000 INDEX FD FMV 158,128 914,934
ISHARES TR S&P SMALLCAP FMV 188,390 760,452
MERGER FUND CLASS I FD #301 FMV 410,000 395,959
SPDR MIDCAP TR (NAME CHG 2010) FMV 72,955 441,424
STATE OF ISRAEL 5YR MAZEL TOV BOND 3.040% DUE 11/01/2025 FMV 2,500 2,500
VANGAURD INDEX FUND ETF FMV 283,067 566,828
VANGUARD FTSE EMERGING MARKETS FMV 126,131 144,892
STATE OF ISRAEL 5/710% DUE 10/01/2028 FMV 2,500 2,034
STATE OF ISRAEL 12TH MACCABEE FIX 5 YEAR 4.240% DUE 12/01/2027 FMV 5,000 4,969
STATE OF ISRAEL 12TH MACCABEE FIX 4.740% DUE 03/01/2033 FMV 6,000 5,828
ISRAEL ST 9TH MAZEL TOV 5Y 06.140% DUE 11/01/2028 FMV 2,500 2,013
ISRAEL ST 12TH MACCABEE 5 YEAR ISSUE DATE 5/1/2024 MATURITY 5/1/2029 FMV 5,000 5,000
STATE OF ISRAEL MAZEL TOV BOND 5 YEAR 05.500% DUE 12/01/2029 FMV 2,500 1,909

TY 2024 OtherAssetsSchedule
Name:
THE SARAMAR CHARITABLE FUND
EIN:
25-6839698
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
OTHER ASSET 3,075 3,075 3,075


TY 2024 OtherDecreasesSchedule
Name:
THE SARAMAR CHARITABLE FUND
EIN:
25-6839698
Description Amount
ADJUSTMENT FOR SALE OF APPRECIATED SECURITY 5,231
TO CORRECT PREVIOUS INCOME 5,036


TY 2024 OtherExpensesSchedule
Name:
THE SARAMAR CHARITABLE FUND
EIN:
25-6839698
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 8,577 8,577 0 0
MISCELLANEOUS EXPENSES 296 0 0 0


TY 2024 OtherIncomeSchedule2
Name:
THE SARAMAR CHARITABLE FUND
EIN:
25-6839698
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INVESTMENT INCOME 209 209  
OTHER INCOME 5,036 5,036  


TY 2024 TaxesSchedule
Name:
THE SARAMAR CHARITABLE FUND
EIN:
25-6839698
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 3,537 3,537 0 0
FEDERAL EXCISE TAX 1,181 0 0 0