THE HOROWITZ FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE HOROWITZ FAMILY FOUNDATION (EIN 23-3036053)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-03-05
- IRS object ID
- 202400659349100705
- Schema version
- 2023v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Other Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-03-05T12:17:43-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 510247983 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAF INDUSTRIES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 MONUMENT ROAD SUITE 303 | AddressLine1Txt |
| City | BALA CYNWYD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 233036053 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOROWITZ FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HORO | BusinessNameControlTxt |
| Phone | 2155720738 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 MONUMENT ROAD 303 | AddressLine1Txt |
| City | BALA CYNWYD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19004 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD M HOROWITZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2155720738 | PhoneNum |
| Signature | 2024-03-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RICHARD | PersonFirstNm |
| Person Last | HOROWITZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY HOEFLICH | PreparerPersonNm |
| PTIN | P01330739 | PTIN |
| Phone | 2155720738 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $154,414 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $6,477 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,477 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $138,712 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $305,255 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $138,712 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $145,189 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $145,189 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $778 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $778 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $778 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $778 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $178,148 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $178,148 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $178,926 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $778 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $178,148 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$33,737 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $144,411 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,095 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $60,166 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $60,166 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $109,587 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $86,755 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $94,248 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $113,682 | TotalAssetsBOYAmt |
| Total Assets EOY | $146,921 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $154,414 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $113,682 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $146,921 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $113,682 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $146,921 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $113,682 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $146,921 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $113,682 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$33,737 | ExcessRevenueOverExpensesAmt |
| Other Increases | $66,976 | OtherIncreasesAmt |
| Subtotal | $146,921 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $146,921 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | HAVERFORD TRUST COMPANY | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $305,255 | GrossSalesPriceAmt |
| Cost Or Other Basis | $166,543 | CostOrOtherBasisAmt |
| Gain Or Loss | $138,712 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $138,712 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $138,712 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,007 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,007 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,007 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,169 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,169 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $162 | OverpaymentAmt |
| Applied To ES Tax | $162 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RICHARD M HOROWITZ | IndividualWithBooksNm |
| Phone | 2155720738 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 MONUMENT ROAD SUITE 303 | AddressLine1Txt |
| City | BALA CYNWYD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RICHARD M HOROWITZ | ||||||||
| 128 KNIGHTSBRIDGE ROAD | WYNNEWOOD | PA | 19096 | PRESIDENT / DIRECTOR / SEC | 1.00 | $0 | $0 | $0 |
| RUTH FARBER-HOROWITZ | ||||||||
| 128 KNIGHTSBRIDGE ROAD | WYNNEWOOD | PA | 19096 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $94,248 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $60,166 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $154,414 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $154,414 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,316 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $152,098 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,605 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,605 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,007 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,007 | TotalTaxAmt |
| Distributable Before Adj | $5,598 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,598 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,598 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $178,148 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $178,148 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,598 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $186,709 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $172,665 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $209,844 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $123,046 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $139,903 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $832,167 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $178,148 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,598 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $172,550 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,004,717 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $186,709 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $818,008 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $172,665 | ExcessFromYear4Amt |
| Excess From Year3 | $209,844 | ExcessFromYear3Amt |
| Excess From Year2 | $123,046 | ExcessFromYear2Amt |
| Excess From Year1 | $139,903 | ExcessFromYear1Amt |
| Excess From Current Year | $172,550 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RUTH FARBER-HOROWITZ | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALS HOPE FOUNDATION | ||||||
| PO BOX 40777 | PHILADELPHIA | PA | 19107 | NONE | SUPPORT MISSION TO PROVIDE CARE FOR PATIENTS AND FAMILIES WITH ALS. | $10,000 |
| AMERICAN CIVIL LIBERTIES UNION | ||||||
| 1800 JOHN F KENNEDY BLVD | PHILADELPHIA | PA | 19103 | NONE | SUPPORT TO PRESERVE THE INDIVIDUAL RIGHTS GUARANTEED BY THE CONSTITUTION AND LAWS OF THE UNITED STATES. | $1,000 |
| SECURE COMMUNITY NETWORK | ||||||
| 25 BROADWAY | NEW YORK | NY | 10004 | NONE | SUPPORT THE SAFETY AND SECURITY OF THE JEWISH COMMUNITY. | $2,500 |
| TEAM UP PHILLY | ||||||
| 111 FORREST AVE 3RD FLOOR | NARBERTH | PA | 19072 | NONE | SUPPORT UNDERSERVED GIRLS IN PHILADELPHIA NEIGHBORHOODS. | $250 |
| BETH AM ISRAEL | ||||||
| 1301 HAGYS FORD ROAD | PENN VALLEY | PA | 19072 | NONE | SUPPORT OF THE ORGANIZATION'S MISSION TO BRING MEANING TO THE JEWISH PRACTICE. | $12,540 |
| CEASEFIRE PA | ||||||
| PO BOX 60095 | PHILADELPHIA | PA | 19102 | NONE | SUPPORT EFFORTS TO END GUN VIOLENCE. | $1,000 |
| USC SHOAH FOUNDATION | ||||||
| 650 MCCARTHY WAY | LOS ANGELES | CA | 90089 | NONE | SUPPORT SURVIVORS OF THE HOLOCAUST. | $500 |
| SINGING CITY | ||||||
| 1501 CHERRY ST | PHILADELPHIA | PA | 19102 | NONE | SUPPORT FOR THE PERFORMING ARTS. | $1,000 |
| HIAS | ||||||
| 1300 SPRING STREET SUITE 500 | SILVER SPRING | MD | 20910 | NONE | SUPPORT PROVIDES HUMANITARIAN AID AND ASSISTANCE TO REFUGEES. | $1,000 |
| IMPACT100 PHILADELPHIA | ||||||
| PO BOX 275 | WYNNEWOOD | PA | 19096 | NONE | SUPPORT EFFORTS TO ENGAGE WOMEN IN COLLECTIVELY FUNDING GRANTS TO THE COMMUNITY | $1,250 |
| ANTI DEFAMATION LEAGUE | ||||||
| 1500 MARKET ST SUITE 2415 | PHILADELPHIA | PA | 19102 | NONE | SUPPORT EFFORTS TO COMBAT ANTI-SEMITISM. | $1,000 |
| ISRAEL GUIDE DOG CENTER FOR THE BLIND | ||||||
| 968 EASTON ROAD STE H | WARRINGTON | PA | 18976 | NONE | SUPPORT IGD'S MISSION TO TRAIN GUIDE DOGS AND TEACH BLIND INDIVIDUALS HOW TO USE GUIDE DOGS. | $1,000 |
| THE BARNES FOUNDATION | ||||||
| 2025 BENJAMIN FRANKLIN PARKWAY | PHILADELPHIA | PA | 19130 | NONE | SUPPORT THE MODERN ARTS. | $1,125 |
| JEWISH FAMILY AND CHILDREN'S SERVICES | ||||||
| 2100 ARCH STREET 5TH FLOOR | PHILADELPHIA | PA | 19104 | NONE | SUPPORT OF THE ORGANIZATION'S MISSION TO STRENGTHEN FAMILIES AND INDIVIDUALS ACROSS GENERATIONS AND CULTURES TO ACHIEVE STABILITY, INDEPENDENCE AND COMMUNITY. | $22,600 |
| JEWISH FEDERATION OF GREATER PHILADELPHIA | ||||||
| 2100 ARCH STREET | PHILADELPHIA | PA | 19103 | NONE | SUPPORT OF THE ORGANIZATION'S MISSION TO ENSURE JEWISH PEOPLE OF EVERY AGE CAN POOL RESOURCES, ENERGY AND COMMITMENT SO THAT NO COMMUNITY MEMBER IS IN NEED. | $5,000 |
| JUDITH CREED HOMES FOR ADULT INDEPENDENCE | ||||||
| 274 BRYN MAWR AVENUE | BRYN MAWR | PA | 19010 | NONE | SUPPORT OF THE ORGANIZATION'S MISSION TO DEVELOP A STABLE, SUPPORTIVE, LOVING COMMUNITY FOR SPECIAL NEEDS ADULTS. | $500 |
| MAZON - A JEWISH REPSONSE TO HUNGER | ||||||
| 10850 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | NONE | SUPPORT EFFORTS TO END HUNGER AMONG ALL FAITHS. | $250 |
| MIGHTY WRITERS | ||||||
| 1501 CHRISTIAN STREET | PHILADELPHIA | PA | 19146 | NONE | SUPPORT MIGHTY WRITER'S MISSION TO TEACH KIDS TO WRITE AND THINK WITH CLARITY SO THEY CAN ACHEIVE SUCCESS AT WORK, AT HOME AND IN LIFE. | $1,000 |
| NATIONAL CONSTITUTION CENTER | ||||||
| 525 ARCH STREET | PHILADELPHIA | PA | 19106 | NONE | SUPPORT NATIONAL CONSTITUTION CENTER'S MISSION TO DISSEMINATE INFORMATION ABOUT THE US CONSTITUTION ON A NON-PARTISAN BASIS. | $25,000 |
| NATIONAL MUSUEM OF JEWISH HISTORY | ||||||
| 101 SOUTH INDEPENDENCE MALL EAST | PHILADELPHIA | PA | 19106 | NONE | SUPPORT THE PRESENTATION OF EDUCATIONAL PROGRAMS THAT CELEBRATE THE HISTORY OF JEWS IN AMERICA. | $2,500 |
| OROT | ||||||
| 7601 OLD YORK ROAD | MELROSE PARK | PA | 19027 | NONE | SUPPORT TO ENABLE CHILDREN WITH DIVERSE SPECIAL NEEDS TO ATTEND JEWISH DAY SCHOOLS IN THE PHILADELPHIA AREA. | $1,000 |
| PENNSYLVANIA SPCA | ||||||
| 350 E ERIE AVENUE | PHILADELPHIA | PA | 19134 | NONE | SUPPORT THE MISSION TO PROTECT ANIMALS FROM CRUELTY AND NEGLECT. | $2,500 |
| PERELMAN JEWISH DAY SCHOOL | ||||||
| 49 HAVERFORD ROAD | WYNNEWOOD | PA | 19096 | NONE | SUPPORT OF PERELMEN'S MISSION TO PROVIDE STUDENTS WITH JEWISH-VALUES BASED EDUCATION. | $50,000 |
| PHILADELPHIA MUSEUM OF ART | ||||||
| 2600 BENJAMIN FRANKLIN PARKWAY | PHILADELPHIA | PA | 19130 | NONE | SUPPORT OF THE ORGANIZATION'S MISSION BY RAISING FUNDS TO PURCHASE WORKS OF ART AND CRAFT FOR THE PERMENANT COLLECTIONS OF THE PHILADELPHIA MUSEUM OF ART THROUGH AN ANNUAL CRAFT SHOW. | $3,000 |
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||
| 711 3RD AVENUE SUITE 10 | NEW YORK | NY | 10017 | NONE | SUPPORT EDUCATIONAL TRIPS TO ISRAEL FOR YOUNG JEWISH ADULTS. | $1,800 |
| PROJECT HOME | ||||||
| 1515 FAIRMOUNT AVENUE | PHILADELPHIA | PA | 19130 | NONE | SUPPORT OF THE ORGANIZATION'S MISSION TO PROVIDE HOUSING SERVICES TO LOW INCOME INDIVIDUALS. | $1,000 |
| SHARE FOOD PROGRAM | ||||||
| 2901 W HUNTING PARK AVE | PHILADELPHIA | PA | 19129 | NONE | SUPPORT THEIR MISSION OF SUPPORTING A REGIONAL NETWORK OF COMMUNITY ORGANIZATIONS ENGAGED IN FOOD DISTRIBUTION, EDUCATION, AND ADVOCACY. | $5,000 |
| UNIVERSITY OF PENNSYLVANIA | ||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 19103 | NONE | SUPPORT UNIVERSITY OF PENNSYLVANIA'S MISSION TO PROVIDE EDUCATION, RESEARCH AND CHARITABLE PATIENT CARE SERVICES. | $9,833 |
| URBAN PROMISE | ||||||
| PO BOX 1479 | CAMDEN | NJ | 08105 | NONE | SUPPORT YOUNG CHILDREN TO EQUIP THEM WITH SKILLS NECESSARY FOR ACADEMIC ACHIEVEMENT | $500 |
| ISSUE ONE | ||||||
| 1401 K STREET NW | WASHINGTON | DC | 20005 | NONE | SUPPORT EFFORTS FOR GOVERNMENTAL REFORM. | $1,000 |
| CARIE | ||||||
| 1650 ARCH STREET SUITE 1825 | PHILADELPHIA | PA | 19103 | NONE | SUPPORT EFFORTS TO COMBAT COVID-19 AMONG THE ELDERLY. | $1,000 |
| WISTAR INSTITUTE | ||||||
| 3601 SPRUCE STREET | PHILADELPHIA | PA | 19104 | NONE | SUPPORT OF WISTAR'S COMMITMENT TO CONDUCTING BASIC RESEARCH TO BENEFIT SOCIETY AND TO TRAINING THE NEXT GENERATION OF SCIENTISTS. | $10,000 |
| MURAL ARTS | ||||||
| 1727-29 MOUNT VERNON ST | PHILADELPHIA | PA | 19130 | NONE | SUPPORT FOR THE MURAL ARTS PROGRAM OF PHILADELPHIA. | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $178,148 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,477 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $138,712 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $145,189 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $145,189 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | HAVERFORD TRUST COMPANY | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $86,755 | BookValueAmt |
| EOYFMV | $94,248 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRIBUTION OF SECURITIES | Desc |
| Amt | $66,976 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $778 | Amt |
| Net Investment Income | $778 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |