DAVID FELDMAN AND CLAIRE FELDMANFAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DAVID FELDMAN AND CLAIRE FELDMANFAMILY FOUNDATION INC (EIN 20-3965559)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-15
- IRS object ID
- 202531359349100148
- Schema version
- 2024v5.0
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T08:44:20-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222756174 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DALE VAN SCIVER PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 112 HADDONTOWNE CT STE 302 | AddressLine1Txt |
| City | CHERRY HILL | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08034 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203965559 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID & CLAIRE FELDMAN FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 8564568700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 429 COOLIDGE RD | AddressLine1Txt |
| City | CHERRY HILL | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08002 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARVIN RAAB | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8564568700 | PhoneNum |
| Signature | 2025-03-05 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT P DALE III | PreparerPersonNm |
| PTIN | P01438979 | PTIN |
| Phone | 8564289769 | PhoneNum |
| Preparation | 2025-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $443,428 | 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 |
| Interest On Sav Rev And Expnss | $46 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $46 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $14,302 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,302 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,962 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $31,291 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,966 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $31,310 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,314 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $950 | AccountingFeesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $950 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $950 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,590 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,590 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,540 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $950 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,590 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $17,770 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,364 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $22,177 | CashBOYAmt |
| Cash EOY | $218 | CashEOYAmt |
| Cash EOYFMV | $218 | CashEOYFMVAmt |
| Corporate Stock BOY | $371,071 | CorporateStockBOYAmt |
| Corporate Stock EOY | $410,800 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $443,210 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $393,248 | TotalAssetsBOYAmt |
| Total Assets EOY | $411,018 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $443,428 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $393,248 | RetainedEarningBOYAmt |
| Retained Earning EOY | $411,018 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $393,248 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $411,018 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $393,248 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $411,018 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $393,248 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $17,770 | ExcessRevenueOverExpensesAmt |
| Subtotal | $411,018 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $411,018 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,966 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $366 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $366 | SubtotalAmt |
| Tax Based On Investment Income | $366 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $366 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARVIN RAAB | IndividualWithBooksNm |
| Phone | 8564568700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 429 COOLIDGE RD | AddressLine1Txt |
| City | CHERRY HILL | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | Yes (true) | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| MARVIN RAAB | ||||||||
| 429 COOLIDGE RD | CHERRY HILL | NJ | 08002 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| MARSHA RAAB | ||||||||
| 429 COOLIDGE ROAD | CHERRY HILL | NJ | 08002 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| CLAIRE RAAB | ||||||||
| 429 COOLIDGE ROAD | CHERRY HILL | NJ | 08002 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| STEFANIE RAAB | ||||||||
| 429 COOLIDGE ROAD | CHERRY HILL | NJ | 08002 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $410,149 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,198 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $421,347 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $421,347 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,320 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $415,027 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $20,751 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $20,751 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $366 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $366 | TotalTaxAmt |
| Distributable Before Adj | $20,385 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $20,385 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $20,385 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,590 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $12,590 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $20,385 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $11,985 | UndistributedIncomePYAmt |
| Qualifying Distributions | $12,590 | QualifyingDistributionsAmt |
| Applied To Year1 | $11,985 | AppliedToYear1Amt |
| Applied To Current Year | $605 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $19,780 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARVIN RAAB | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 429 COOLIDGE ROAD | AddressLine1Txt |
| City | CHERRY HILL | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8564568700 | RecipientPhoneNum |
| Recipient Email Address | MARVIN@RAABENTERPRISES.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | WRITTEN REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CHILDRENS HOSPITAL | ||||||||
| PO BOX 781352 | PHILADELPHIA | PA | 19178 | NONE | CHARITABLE | GENERAL | $180 | |
| ESTHER RAAB HOLOCAUST MUSEUM | ||||||||
| 1301 SPRINGDALE ROAD | CHERRY HILL | NJ | 08003 | NONE | CHARITABLE | GENERAL | $500 | STE 200 |
| JCRC | ||||||||
| 1301 SPRINGDALE ROAD | CHERRY HILL | NJ | 08003 | NONE | CHARITABLE | GENERAL | $500 | STE 200 |
| JEWISH NATIONAL FUND | ||||||||
| 150 MONUMENT RD 107 | BALA CYNWYD | PA | 19004 | NONE | CHARITABLE | GENERAL | $5,000 | |
| LIFE'S DOOR | ||||||||
| 2291 SEVENTH AVENUE | NEW YORK | NY | 10030 | NONE | CHARITABLE | GENERAL | $5,000 | |
| OPEN HEARTS OPEN DOORS | ||||||||
| 400 TUCKERTON ROAD | MEDFORD | NJ | 08055 | NONE | CHARITABLE | GENERAL | $1,000 | |
| SONS OF ISREAL | ||||||||
| 720 COOOPER LANDING RD | CHERRY HILL | NJ | 08002 | NONE | CHARITABLE | GENERAL | $360 | |
| US HOLOCAUST MUSEUM | ||||||||
| 100 RAOUL WALLENBERG PL S | WASHINGTON | DC | 20024 | NONE | CHARITABLE | GENERAL | $50 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,590 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $46 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,302 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,966 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,996 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $27,314 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,996 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $31,310 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $950 | Amt |
| Net Investment Income | $950 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| NVIDIA | 2024-01 | PURCHASE | 2024-04 | $14,025 | $10,029 | $3,996 |
| FIDELITY TREASURY ONLY FUND | 2023-04 | PURCHASE | 2024-11 | $4,300 | $4,300 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED SECURITIES | StockNm |
| EOY Book Value | $410,800 | EOYBookValueAmt |
| EOYFMV | $443,210 | EOYFMVAmt |