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
RAVITZ FAMILY FOUNDATION
C/O BRETT RAVITZ
Number and street (or P.O. box number if mail is not delivered to street address)2240 MARLTON PIKE WEST 17
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHERRY HILL, NJ08002
A Employer identification number

52-1999567
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$1,361,869J 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) 232,383
2 Check right arrow.............
3 Interest on savings and temporary cash investments 11,560 11,560  
4 Dividends and interest from securities... 26,644 26,644  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 26,590
b Gross sales price for all assets on line 6a 400,503
7 Capital gain net income (from Part IV, line 2)... 26,590
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
53,133 0  
12 Total. Add lines 1 through 11........ 350,310 64,794  
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
10,080 5,040   5,040
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
14,758 14,758   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,300 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
83,166 0   83,166
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 109,304 19,798   88,206
25 Contributions, gifts, grants paid....... 148,920 148,920
26 Total expenses and disbursements. Add lines 24 and 25 258,224 19,798   237,126
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 92,086
b Net investment income (if negative, enter -0-) 44,996
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.............      
2 Savings and temporary cash investments......... 77,060 358,430 358,430
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..........   7,857 7,857
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 190,162 Click to see attachment
List of Attached Documents:
// Content
181,599 		233,914
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).......... 906,622 Click to see attachment
List of Attached Documents:
// Content
684,113 		761,668
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,173,844 1,231,999 1,361,869
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 50,200 50,200
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 1,123,644 1,181,799
29 Total net assets or fund balances (see instructions)..... 1,173,844 1,231,999
30 Total liabilities and net assets/fund balances (see instructions). 1,173,844 1,231,999
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,173,844
2
Enter amount from Part I, line 27a .....................
2
92,086
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,265,930
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
33,931
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,231,999
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 PUBLICLY TRADED SECURITIES      
b PUBLICLY TRADED SECURITIES      
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 318,372   290,809 27,563
b 82,131   83,104 -973
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       27,563
b       -973
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 26,590
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) 1 625
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........................... 3 625
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- ..... 5 625
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 846
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 800
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,646
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 1,021
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow1,021 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 arrowNJ
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 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 arrowRAVITZFAMILYMARKETS.COM
14
The books are in care ofright arrowBRETT RAVITZ Telephone no.right arrow (856) 667-9410

Located atright arrow2240 MARLTON PIKE WEST 17CHERRY HILLNJ ZIP+4right arrow08002
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 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)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 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
BRETT RAVITZ TRUSTEE/CHAIRMAN
0.25 		0 0 0
2240 MARLTON PIKE WEST SUITE 17
CHERRY HILL,NJ08002
RONALD H RAVITZ TRUSTEE/VICE CHAIRMAN
0.25 		0 0 0
2240 MARLTON PIKE WEST SUITE 17
CHERRY HILL,NJ08002
JASON RAVITZ TRUSTEE/SECRETARY
0.25 		0 0 0
2240 MARLTON PIKE WEST SUITE 17
CHERRY HILL,NJ08002
SHAWN RAVITZ TRUSTEE/TREASURER
0.25 		0 0 0
2240 MARLTON PIKE WEST SUITE 17
CHERRY HILL,NJ08002
ROBERT SCHWARTZ ESQ TRUSTEE
0.25 		0 0 0
2240 MARLTON PIKE WEST SUITE 17
CHERRY HILL,NJ08002
NICHOLAS FIFIS TRUSTEE
0.25 		0 0 0
2240 MARLTON PIKE WEST SUITE 17
CHERRY HILL,NJ08002
SCOTT RAVITZ TRUSTEE
0.25 		0 0 0
2240 MARLTON PIKE WEST SUITE 17
CHERRY HILL,NJ08002
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (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 THE RAVITZ FAMILY FOUNDATION HOLDS TWO EVENTS, A SUMMER GOLF TOURNAMENT AND A WINTER DINNER EVENT, TO GENERATE REVENUE TO PROVIDE FOR THE HEALTH AND WELFARE OF INDIVIDUALS IN THE LOCAL COMMUNITIES. 80,696
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
1,088,351
b
Average of monthly cash balances.......................
1b
250,282
c
Fair market value of all other assets (see instructions)................
1c
7,678
d
Total (add lines 1a, b, and c).........................
1d
1,346,311
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
1,346,311
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
20,195
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,326,116
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
66,306
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
66,306
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
625
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
625
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
65,681
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
65,681
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
65,681
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
237,126
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
237,126
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 65,681
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...... 186,547
b From 2020...... 111,774
c From 2021...... 120,067
d From 2022...... 198,438
e From 2023...... 203,105
f Total of lines 3a through e ........ 819,931
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 237,126
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..... 65,681
e Remaining amount distributed out of corpus 171,445
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 5 991,376
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) ... 		186,547
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		804,829
10 Analysis of line 9:
a Excess from 2020.... 111,774
b Excess from 2021.... 120,067
c Excess from 2022.... 198,438
d Excess from 2023.... 203,105
e Excess from 2024.... 171,445
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 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

ALICIA ROSE VICTORIOUS FOUNDATION

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

AMERICAN CANCER SOCIETY

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

AMERICAN LEGION VETERAN'S HAVEN

703 CENTRAL AVE
MINOTOLA,NJ08341 		  PC GENERAL CHARITABLE PURPOSES 59

ANTI-DEFAMATION LEAGUE

605 THIRD AVENUE
NEW YORK,NY10158 		  PC GENERAL CHARITABLE PURPOSES 2,500

BANCROFT

1255 CALDWELL ROAD
CHERRY HILL,NJ08034 		  PC GENERAL CHARITABLE PURPOSES 15,000

BETTER TOMORROWS

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

BEYOND CELIAC

PO BOX 544
AMBLER,PA19002 		  PC GENERAL CHARITABLE PURPOSES 5,000

BOLUS 341 INC

112 ROBERT BOTTO WAY
CLARKSBORO,NJ08020 		  PC GENERAL CHARITABLE PURPOSES 1,000

BOY SCOUTS

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

BOYS & GIRLS CLUB OF CAMDEN COUNTY

1709 PARK BLVD
CAMDEN,NJ08103 		  PC GENERAL CHARITABLE PURPOSES 3,241

BRYAN D ROSS FOUNDATION

701 ROUTE 50
MAYS LANDING,NJ08330 		  PC GENERAL CHARITABLE PURPOSES 1,000

CAMDEN CENTER FOR YOUTH DEVELOPMENT

315 COOPER STREET
CAMDEN,NJ08102 		  PC GENERAL CHARITABLE PURPOSES 200

CAMDEN CHARTER SCHOOL NETWORK

879 BEIDEMAN AVE
CAMDEN,NJ08105 		  PC GENERAL CHARITABLE PURPOSES 250

CAMDEN COUNTY WORKFORCE DEVELOPMENT BOARD

1111 MARLKRESS ROAD SUITE 101
CHERRY HILL,NJ08003 		  PC GENERAL CHARITABLE PURPOSES 1,308

CAMDEN FIRE

520 MARKET STREET
CAMDEN,NJ08101 		  PC GENERAL CHARITABLE PURPOSES 374

CAMDEN LUTHERAN HOUSING INC

800 GALINDEZ CT
CAMDEN,NJ08102 		  PC GENERAL CHARITABLE PURPOSES 30

CANSTRUCTION

2318 1ST AVENUE NE
ATLANTA,GA30317 		  PC GENERAL CHARITABLE PURPOSES 688

CHABAD

1925 KRESSON ROAD
CHERRY HILL,NJ08003 		  PC GENERAL CHARITABLE PURPOSES 1,000

CHARLES MATEJKA MEMORIAL FUND

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

CHECKING FOR CHARITY

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

CHERRY HILL AFRICAN AMERICAN CIVIC ASSOCIATION

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

CONGREGATION BETH EL

8000 MAIN STREET
VOORHES,NJ08043 		  PC GENERAL CHARITABLE PURPOSES 4,200

CONGREGATION KOL AMI

1101 SPRINGDALE ROAD
CHERRY HILL,NJ08003 		  PC GENERAL CHARITABLE PURPOSES 4,300

CONGREGATION SONS OF ISRAEL

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

CTC ACADEMY

125 BAUER DRIVE
OAKLAND,NJ07436 		  PC GENERAL CHARITABLE PURPOSES 1,000

DURAND FOUNDATION

304 BIRCHFIELD DR
MT LAUREL,NJ08054 		  PC GENERAL CHARITABLE PURPOSES 1,000

EAGLES AUTISM FOUNDATION

1 NOVACARE WAY
PHILADLEPHIA,PA19145 		  PC GENERAL CHARITABLE PURPOSES 500

EVESHAM CELEBRATION FOUNDATION

PO BOX 876
MARLTON,NJ08053 		  PC GENERAL CHARITABLE PURPOSES 500

EVESHAM EDUCATION FOUNDATION

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

EVESHAM PROFESSONAL FIREFIGHTERS FOUNDATION

984 TUCKERTON ROAD SUITE 205
EVESHAM,NJ08053 		  PC GENERAL CHARITABLE PURPOSES 100

FAIRSHARE NORTHGATE

1 ETHEL R LAWRENCE ROAD
MOUNT LAUREL,NJ08054 		  PC GENERAL CHARITABLE PURPOSES 219

GIRL SCOUTS

40 BRACE ROAD
CHERRY HILL,NJ08034 		  PC GENERAL CHARITABLE PURPOSES 26

HEART OF CAMDEN

1840 BROADWAY
CAMDEN,NJ08104 		  PC GENERAL CHARITABLE PURPOSES 250

HILLSIDE ELEMENTARY

1370 HAINESPORT MOUNT LAUREL RD
MOUNT LAUREL,NJ08054 		  PC GENERAL CHARITABLE PURPOSES 100

HOLTON'S HEROES

PO BOX 11173
MARINA DEL REY,CA90295 		  PC GENERAL CHARITABLE PURPOSES 1,500

I SEE YOU FOUNDATION

528 FELLOWSHIP ROAD STE C
MT LAUREL,NJ08054 		  PC GENERAL CHARITABLE PURPOSES 200

INFINITE LOVE AND LIGHT FOUNDATION

121 S WOODSTOCK DRIVE
CHERRY HILL,NJ08034 		  PC GENERAL CHARITABLE PURPOSES 235

INSPIRING LIFE TOGETHER

PO BOX 608
CHERRY HILL,NJ08003 		  PC GENERAL CHARITABLE PURPOSES 1,000

INSTITUTE FOR THE DEVELOPMENT OF EDUCATION

381 MADISON AVENUE
NEW MILFORD,NJ07646 		  PC GENERAL CHARITABLE PURPOSES 500

JDRF

1415 RT 70 EAST SUITE 311
CHERRY HILL,NJ08034 		  PC GENERAL CHARITABLE PURPOSES 3,000

JEWISH FAMILY AND CHILDREN'S SERVICES

1000 S LENOLA ROAD
MAPLE SHADE,NJ08052 		  PC GENERAL CHARITABLE PURPOSES 200

JEWISH SACRED SOCIETY

1301 SPRINGDALE ROAD SUITE 200
CHERRY HILL,NJ08003 		  PC GENERAL CHARITABLE PURPOSES 1,000

JEWISH STUDENT UNION

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

KATZ JCC

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

KINGS CRUSADE

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

KNIGHTS OF COLUMBUS

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

LATIN PENECOSTAL CHURCH

1301 ATLANTIC AVE
CAMDEN,NJ08104 		  PC GENERAL CHARITABLE PURPOSES 399

LEUKEMIA & LYMPHOMA SOCIETY

528 FELLOWSHIP ROAD SUITE B
MT LAUREL,NJ08054 		  PC GENERAL CHARITABLE PURPOSES 500

LION'S GATE

1110 LAUREL OAK ROAD
VOORHEES,NJ08043 		  PC GENERAL CHARITABLE PURPOSES 50

LUKE'S PLACE

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

MACEDONIA AME CHURCH

261 SPRUCE STREET
CAMDEN,NJ08103 		  PC GENERAL CHARITABLE PURPOSES 100

MARJORIE & LEWISH KATZ JCC

200 N JEROME AVE
MARGATE,NJ08402 		  PC GENERAL CHARITABLE PURPOSES 2,750

MARLTON ELKS

426 EVESBORO MEDFORD RD
MARLTON,NJ08053 		  PC GENERAL CHARITABLE PURPOSES 238

MARLTON POLICE

984 TUCKERTON ROAD SUITE 205
EVESHAM,NJ08053 		  PC GENERAL CHARITABLE PURPOSES 1,901

MARLTON REC COUNCIL

15 OAK AVE
MARLTON,NJ08053 		  PC GENERAL CHARITABLE PURPOSES 85

MARLTON ROTARY

PO BOX 1284
MARLTON,NJ08053 		  PC GENERAL CHARITABLE PURPOSES 500

MCCOY'S STOP THE HUNGER

22 CHASE DRIVE
SOMERDALE,NJ08083 		  PC GENERAL CHARITABLE PURPOSES 959

MEMORIAL SLOAN KETTERING CANCER CENTER

1133 YORK AVENUE
NEW YORK,NY10065 		  PC GENERAL CHARITABLE PURPOSES 1,000

MEND INC

100 NEW ALBANY ROAD
MOORESTOWN,NJ08057 		  PC GENERAL CHARITABLE PURPOSES 500

MOUNT LAUREL GIRLS SOFTBALL ASSOCIATION

741 FREMONT LANE
MOUNT LAUREL,NJ08054 		  PC GENERAL CHARITABLE PURPOSES 250

MOUNT LAUREL TOYS FOR TOTS

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

MT SINAI HOLINESS CHURCH

2828 MITCHELL ST
CAMDEN,NJ08105 		  PC GENERAL CHARITABLE PURPOSES 373

NATIONAL BRAIN TUMOR SOCIETY

101-199 5TH AVE
ASBURY PARK,NJ07712 		  PC GENERAL CHARITABLE PURPOSES 499

NORWESCAP FOOD BANK

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

OAKLYN BAPTIST CHURCH

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

OCEANSIDE II FAMILY SUCCESS CENTER

201 MELROSE AVENUE
ATLANTIC CITY,NJ08401 		  PC GENERAL CHARITABLE PURPOSES 374

PARKSIDE BUSINESS AND COMMUNITY PARTNERSHIP

1487 KENWOOD AVE
CAMDEN,NJ08103 		  PC GENERAL CHARITABLE PURPOSES 589

PINTS FOR PETS

1094 CHANTICLEER
CHERRY HILL,NJ08003 		  PC GENERAL CHARITABLE PURPOSES 250

POLITZ DAY SCHOOL

720 COOPER LANDING ROAD
CHERRY HILL,NJ08002 		  PC GENERAL CHARITABLE PURPOSES 1,590

PRO GOOD INC

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

RONALD MCDONALD HOUSE CHARITIES

3925 CHESTNUT STREET
PHILADELPHIA,PA19104 		  PC GENERAL CHARITABLE PURPOSES 610

SCARC FOUNDATION

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

ST JOAN OF ARC

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

ST VINCENT DEPAUL SOCIETY

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

STACY ZALLIE FOUNDATION

807 FOUNTAIN HALL COURT
LEESBURG,VA20176 		  PC GENERAL CHARITABLE PURPOSES 1,500

TARKHILL SOCCER CLUB

PO BOX 43
STRATFORD,NJ08084 		  PC GENERAL CHARITABLE PURPOSES 50

TEAM CURE CHOLANGIO

211 HAYSTACK LANE
WILIMINGTON,DE19807 		  PC GENERAL CHARITABLE PURPOSES 2,000

TEMPLE BETH SHOLOM

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

THE COOPER FOUNDATION

200 FEDERAL STREET SUITE 146
CAMDEN,NJ08103 		  PC GENERAL CHARITABLE PURPOSES 1,600

THE LION'S SHARE

1110 S CORNELL AVE
CHERRY HILL,NJ08002 		  PC GENERAL CHARITABLE PURPOSES 200

THE TENDER

4501 CHURCH ROAD
MOUNT LAUREL,NJ08054 		  PC GENERAL CHARITABLE PURPOSES 140

THE WORK GROUP

3720 MARLTON PIKE
PENNSAUKEN,NJ08110 		  PC GENERAL CHARITABLE PURPOSES 600

UFCW LOCAL 152 CHARITY GOLF

701 ROUTE 50
MAYS LANDING,NJ08330 		  PC GENERAL CHARITABLE PURPOSES 500

UFCW LOCAL 360 SCHOLARSHIP FUND

400 COMMERCE LANE RT 73
W BERLIN,NJ08091 		  PC GENERAL CHARITABLE PURPOSES 500

UNITED MITOCHONDRIAL DISEASE FOUNDATION

8085 SALTSBURG ROAD SUITE 201
PITTSBURGH,PA15239 		  PC GENERAL CHARITABLE PURPOSES 1,000

URBAN PROMISE

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

VIRTUA FOUNDATION

POBOX 70260
PHILADELPHIA,PA19176 		  PC GENERAL CHARITABLE PURPOSES 2,000

VOORHEES ANIMAL ORPHANANGE

419 COOPER ROAD
VOORHEES,NJ08043 		  PC GENERAL CHARITABLE PURPOSES 2,050

VOORHEES CITIZENS EVENT FOUNDATION

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

VOORHEES POLICE AND FIRE FOUNDATION

1180 WHITE HORSE RD
VOORHEES,NJ08043 		  PC GENERAL CHARITABLE PURPOSES 200

VOORHEES SOCCER ASSOCIATION

PO BOX 1135
VOORHEES,NJ08043 		  PC GENERAL CHARITABLE PURPOSES 182

WCRE FOUNDATION

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

WOODLAND COMMUNITY DEVELOPMENT CORP

2300 S 8TH ST
CAMDEN,NJ08104 		  PC GENERAL CHARITABLE PURPOSES 3,500

ZALLIE COMMUNITY FOUNDATION

180 TUCKERTON ROAD
MEDFORD,NJ08055 		  PC GENERAL CHARITABLE PURPOSES 1,500
Total .................................right arrow 3a 148,919
bApproved for future payment

CHERRY HILL FOP
21 ROAD
CHERRY HILL,NJ08034 		  PC GENERAL CHARITABLE PURPOSES 299

INSPIRING LIFE TOGETHER
PO BOX 608
CHERRY HILL,NJ08003 		  PC GENERAL CHARITABLE PURPOSES 150

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

MAFTO
2612 WHITTIER AVENUE
READING,PA19608 		  PC GENERAL CHARITABLE PURPOSES 503

MARLTON BUSINESS ASSOCIATION
PO BOX 608
CHERRY HILL,NJ08003 		  PC GENERAL CHARITABLE PURPOSES 1,140

OAKS INTEGRATED CARE
1138 EAST CHESTNUT AVENUE
VINELAND,NJ08360 		  PC GENERAL CHARITABLE PURPOSES 1,500

POLITZ DAY SCHOOL
720 COOPER LANDING ROAD
CHERRY HILL,NJ08002 		  PC GENERAL CHARITABLE PURPOSES 500

ROTARY CLUB OF MT LAUREL FOUNDATION
54 PICKWICK DRIVE
MARLTON,NJ08053 		  PC GENERAL CHARITABLE PURPOSES 548

VOORHEES POLICE AND FIRE FOUNDATION
1180 WHITE HORSE RD
VOORHEES,NJ08043 		  PC GENERAL CHARITABLE PURPOSES 1,111
Total ................................. right arrow 3b 7,551
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 ........... 		    14 11,560  
4 Dividends and interest from securities ....     14 26,644  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 26,590  
9 Net income or (loss) from special events:         -27,563
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 64,794 -27,563
13Total. Add line 12, columns (b), (d), and (e)..................
13
37,231
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
9 NET INCOME FROM VARIOUS FUNDRAISING EVENTS THROUGHOUT THE YEAR
Form 990-PF (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
RAVITZ FAMILY FOUNDATION
C/O BRETT RAVITZ
Employer identification number

52-1999567
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
RAVITZ FAMILY FOUNDATION
C/O BRETT RAVITZ 		Employer identification number
52-1999567
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
ACOSTADOMINO SUGAR
 
1100 E KEY HIGHWAY
 
BALTIMORE, MD21230

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
ALANRIC FOOD CENTO
 
100 CENTO BLVD
 
THOROFARE, NJ08086

$ 5,500


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
ALLIED BEVERAGE GROUP LLC
 
600 WASHINGTON AVE
 
CARLSTADT, NJ07072

$ 7,500


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

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
5
CAMPBELLS MEALS & SNACKS
 
3 EXECUTIVE CAMPUS RT 70 CUTHBERT B
 
CHERRY HILL, NJ08002

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
6
CANADA DRY
 
8275 ROUTE 130
 
PENNSAUKEN, NJ81010

$ 15,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
RAVITZ FAMILY FOUNDATION
C/O BRETT RAVITZ 		Employer identification number
52-1999567
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
7
CLEMENS FOOD GROUP HATFIELD
 
2700 CLEMENS RD PO BOX902
 
HATFIELD, PA19440

$ 5,500


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
8
COKE
 
801 EAST ERIE AVE
 
PHILADELPHIA, PA19134

$ 20,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
9
COLD TECH
 
1001 LOWER LANDING RD SUITE 203
 
BLACKWOOD, NJ08012

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
10
DAN NOLDER DISTR LITTLE DEBBIE & DRAKE'S CAKES
 
1819 UNDERWOOD BLVD
 
DELRAN, NJ08075

$ 3,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
11
DIETZ & WATSON
 
5701 TACONY ST
 
PHILADELPHIA, PA19135

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
12
HAMPTON FARMS
 
413 MAIN STREET
 
SEVERN, NC27877

$ 5,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
RAVITZ FAMILY FOUNDATION
C/O BRETT RAVITZ 		Employer identification number
52-1999567
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
13
HERR'S
 
6810 TILGHMAN ST
 
ALLENTOWN, PA18106

$ 7,500


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
14
KEEBLERKELLOGS
 
ONE KELLOGG SQ
 
BATTLE CREEK, MI49016

$ 16,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
15
KRAFT
 
355 CLEARVIEW AVE
 
EDISON, NJ08818

$ 7,500


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
16
LYNMAR BUILDERSPALMIERI ENT
 
261 HARVARD AVE
 
WESTVILLE, NJ08093

$ 20,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
17
MISSION FOODS
 
470 SHOEMAKER ROAD
 
KING OF PRUSSIA, PA19406

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
18
MONDELEZ NABISCO
 
100 DEFOREST AVE
 
EAST HANOVER, NJ07936

$ 7,500


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
RAVITZ FAMILY FOUNDATION
C/O BRETT RAVITZ 		Employer identification number
52-1999567
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
19
PEPSI
 
8275 ROUTE 130
 
PENNSAUKEN, NJ81010

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
20
SCHMIDT'S BAKERY
 
780 FITCH LANE
 
BALTIMORE, MD21236

$ 8,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
21
TASTYKAKEFLOWERS FOODS
 
132 N BROAD STREET
 
THOMASVILLE, GA31792

$ 7,500


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

$ 5,500


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
23
ZALLIE FAMILY MARKETS
 
1230 BLACKWOOD CLEMENTON ROAD
 
CLEMENTON, NJ08021

$ 5,000


(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
RAVITZ FAMILY FOUNDATION
C/O BRETT RAVITZ 		Employer identification number

52-1999567
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
RAVITZ FAMILY FOUNDATION
C/O BRETT RAVITZ 		Employer identification number

52-1999567
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
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:
RAVITZ FAMILY FOUNDATION
 
C/O BRETT RAVITZ
EIN:
52-1999567
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 10,080 5,040   5,040

TY 2024 InvestmentsCorpStockSchedule
Name:
RAVITZ FAMILY FOUNDATION
 
C/O BRETT RAVITZ
EIN:
52-1999567
Name of Stock End of Year Book Value End of Year Fair Market Value
ACCENTURE PLC 13,265 14,423
APPLE INC 9,000 23,039
AUTOMATIC DATA PROCESSING INC COM 10,687 12,295
BROADRIDGE FINANCIAL SOLUTION INC COM 13,980 16,957
CENCORA INC COM 15,710 19,772
ELI LILLY & CO COM 13,053 16,984
EATON CORPORATION PLC 13,151 17,921
MARSH & MCLENNAN COMPANIES INC COM 11,804 12,320
MERCK & CO. INC COM 8,127 6,964
MICROSOFT CORP 12,229 24,869
PEPSICO INC 7,603 6,387
ROLLINS INC 5,586 5,608
SHERWIN-WILLIAMS CO 11,091 13,937
STRYKER CORPORATION COM 14,363 16,922
TJX COMPANIES INC 8,108 10,631
TRACTOR SUPPLY CO 7,558 9,020
ZOETIS INC 6,284 5,865

TY 2024 InvestmentsOtherSchedule2
Name:
RAVITZ FAMILY FOUNDATION
 
C/O BRETT RAVITZ
EIN:
52-1999567
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ISHARES CORE MSCI EMERGING MARKETS ETF AT COST 12,384 12,115
ISHARES CORE S&P 500 ETF AT COST 119,601 156,000
ISHARES FLEXIBLE INCOME ACTIVE ETF AT COST 11,908 11,861
ISHARES GOLD TR ISHARES NEW AT COST 7,101 6,931
ISHARES MSCI EMR MRK EX CHNA AT COST 18,426 18,798
ISHARES S&P 500 GROWTH ETF AT COST 59,816 70,868
ISHARES S&P 500 VALUE ETF AT COST 30,868 33,977
ISHARES TR 20 YR TR BD ETF AT COST 18,569 16,855
ISHARES TR CORE TOTAL USD AT COST 120,440 120,096
ISHARES TR EAFE GRWTH ETF AT COST 47,025 46,575
ISHARES TR EAFE VALUE ETF AT COST 53,858 52,417
ISHARES TR MBS ETF AT COST 22,654 22,645
ISHARES TR MSCI USA MMENTM AT COST 18,355 17,795
ISHARES TR MSCI USA QLT FCT AT COST 54,658 65,533
ISHARES TR US INFRASTRUC AT COST 6,491 7,684
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF AT COST 58,666 70,571
ISHARES US TECHNOLOGY ETF AT COST 23,293 30,947

TY 2024 OtherDecreasesSchedule
Name:
RAVITZ FAMILY FOUNDATION
 
C/O BRETT RAVITZ
EIN:
52-1999567
Description Amount
ACCRUAL TO CASH ADJUSTMENT 33,931


TY 2024 OtherExpensesSchedule
Name:
RAVITZ FAMILY FOUNDATION
 
C/O BRETT RAVITZ
EIN:
52-1999567
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADVERTISING EXPENSES 685 0   685
BOOKS SUBSCRIPTIONS AND SUPPLIES 386 0   386
INSURANCE 1,249 0   1,249
LICENSES AND PERMITS 150 0   150
SPECIAL EVENTS 80,696 0   80,696


TY 2024 OtherIncomeSchedule2
Name:
RAVITZ FAMILY FOUNDATION
 
C/O BRETT RAVITZ
EIN:
52-1999567
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS 53,133   53,133


TY 2024 OtherProfessionalFeesSchedule
Name:
RAVITZ FAMILY FOUNDATION
 
C/O BRETT RAVITZ
EIN:
52-1999567
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 14,758 14,758   0


TY 2024 TaxesSchedule
Name:
RAVITZ FAMILY FOUNDATION
 
C/O BRETT RAVITZ
EIN:
52-1999567
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 1,300 0   0