JOSEPH ALEXANDER FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH ALEXANDER FOUNDATION INC (EIN 51-0175951)
- Tax period
- 2020-11-01 to 2021-10-31
- Filed
- 2022-03-02
- IRS object ID
- 202240619349100014
- Schema version
- 2020v4.2
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-03-02T14:43:05-06:00 | ReturnTs |
| Tax Period End | 2021-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1570 FRUITVILLE PIKE SUITE 400 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510175951 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH ALEXANDER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 2156575414 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 433 | AddressLine1Txt |
| City | FT WASHINGTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190340433 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HARVEY MACKLER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2156575414 | PhoneNum |
| Signature | 2022-03-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HARVEY | PersonFirstNm |
| Person Last | MACKLER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KERRI N BOGDA CPA | PreparerPersonNm |
| PTIN | P00760402 | PTIN |
| Phone | 7177404863 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,816,695 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $262,546 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $262,546 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,483,991 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,151,235 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,483,991 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,746,537 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,746,537 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $61,800 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $9,270 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $52,529 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $12,500 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,875 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $10,625 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,460 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,469 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $13,991 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $120,324 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $120,324 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $82,729 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,902 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,680 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,359 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $425 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,934 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $297,172 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $136,265 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $83,759 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $768,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $768,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,065,172 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $136,265 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $851,759 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $681,365 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,610,272 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $306,362 | CashBOYAmt |
| Cash EOY | $1,830,325 | CashEOYAmt |
| Cash EOYFMV | $1,830,325 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $200,000 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $200,000 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $200,000 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $22,839 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $453 | PrepaidExpensesEOYAmt |
| US Government Obligations BOY | $64,196 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $28,892 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $28,892 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $15,716,628 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,753,491 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,753,491 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $7,188 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,987 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,987 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $16,317,213 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,817,148 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,816,695 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $133,383 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $188,478 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $133,383 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $188,478 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $16,183,830 | RetainedEarningBOYAmt |
| Retained Earning EOY | $19,628,670 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,183,830 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,628,670 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,317,213 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,817,148 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,183,830 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $681,365 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,763,475 | OtherIncreasesAmt |
| Subtotal | $19,628,670 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,628,670 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALES OF SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $7,151,235 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,667,244 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,483,991 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,483,991 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,483,991 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $22,383 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $22,383 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $22,383 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,839 | 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 | $22,839 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $456 | OverpaymentAmt |
| Applied To ES Tax | $456 | 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 | NY | OrgReportOrRegisterStateCd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2156575414 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 433 | AddressLine1Txt |
| City | FT WASHINGTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190340433 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| JESSICA ROSENBERG | ||||||||
| PO BOX 433 | FT WASHINGTON | PA | 190340433 | DIRECTOR | 1.00 | $3,000 | $0 | $0 |
| JUSTIN WINDHEIM | ||||||||
| PO BOX 433 | FT WASHINGTON | PA | 190340433 | DIRECTOR | 1.00 | $3,000 | $0 | $0 |
| HARVEY MACKLER | ||||||||
| PO BOX 433 | FT WASHINGTON | PA | 190340433 | PRES./DIRECT. | 10.00 | $26,400 | $6,250 | $0 |
| RANDI WINDHEIM | ||||||||
| PO BOX 433 | FT WASHINGTON | PA | 190340433 | SECY/DIRECT. | 10.00 | $26,400 | $6,250 | $0 |
| ALEXANDER MACKLER | ||||||||
| PO BOX 433 | FT WASHINGTON | PA | 190340433 | DIRECTOR | 1.00 | $3,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEUBERGER BERMAN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 145443 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45250 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | BROKER FEES | ServiceTypeTxt |
| Compensation | $89,010 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $17,056,378 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,632,100 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,688,478 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,688,478 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $280,327 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,408,151 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $920,408 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $920,408 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,383 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $22,383 | TotalTaxAmt |
| Distributable Before Adj | $898,025 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $898,025 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $898,025 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $851,759 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $851,759 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $851,759 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $898,025 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $47,977 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $1,783 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $49,760 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $851,759 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $851,759 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $46,266 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $46,266 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,494 | 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 | $1,711 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,783 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $1,783 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | HARVEY MACKLER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 433 | AddressLine1Txt |
| City | FT WASHINGTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190340433 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2156575414 | RecipientPhoneNum |
| Recipient Email Address | JAFDTN@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | THE APPLICATION SHOULD BE SUBMITTED THROUGH A WRITTEN APPLICATION. THOSE DETAILS THAT RELATE TO THE SPECIFIC REQUIRED CONTENT OF THE APPLICATION CAN BE OBTAINED BY CONTACTING THE FOUNDATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THERE ARE NO RESTRICTIONS ON LIMITATIONS OR AWARDS, SUCH AS BY TYPE OR LOCATION, ONE'S CHARITABLE FIELD OR ENDEAVOR, THE TYPE OF THE APPLYING INSTITUTION OR ANY OTHER TYPE OF FACTOR. ACCORDINGLY, AS THERE ARE NO LIMITATIONS OR RESTRICTIONS INHERENT IN THE PROCESS, THE FOUNDATION CAN AFFIRM TO THE FACT THAT THERE IS NO DISCRIMINATION OF ANY KIND RELATING TO THE DECISIONS MADE BY THE FOUNDATION REGARDING THE APPROVAL PROCESS FOR THE GRANTING OF AWARDS, GRANTS OR CONTRIBUTIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (62 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ABRAMSON SENIOR CARE | |||||||
| 5 SENTRY PARKWAY EAST SUITE 10016 | BLUE BELL | PA | 19422 | PC | CHARITABLE | $7,500 | |
| ALBERT EINSTEIN MEDICAL CENTER | |||||||
| 1300 MORRIS PARK AVENUE BLOCK | BRONX | NY | 10461 | PC | MEDICAL | $15,000 | BUILDING ROOM 715 |
| ALS ASSOCIATION OF FLORIDA | |||||||
| 321 NORRISTOWN RD SUITE 260 | AMBLER | PA | 19002 | PC | CHARITABLE | $25,000 | |
| ALS ASSOCIATION OF PHILADELPHIA | |||||||
| 3242 PARKSIDE CENTER CIRCLE | TAMPA | FL | 33619 | PC | CHARITABLE | $30,000 | |
| ALS GREATER NY CHAPTER | |||||||
| 42 BROADWAY SUITE 1724 | NEW YORK | NY | 10004 | PC | CHARITABLE | $5,000 | |
| AMERICA ISRAEL FRIENDSHIP LEAGUE | |||||||
| 1430 BROADWAY SUITE 1804 | NEW YORK | NY | 10018 | PC | CHARITABLE | $15,000 | |
| AMERICAN FRIENDS OF BAR ILAN UNIVERSITY | |||||||
| 160 E 56TH STREET | NEW YORK | NY | 10022 | PC | CHARITABLE | $50,000 | |
| AMERICAN FRIENDS OF BEIT HATEFUSOT | |||||||
| 633 THIRD AVE 21ST FLOOR | NEW YORK | NY | 10017 | PC | CHARITABLE | $15,000 | |
| AMERICAN FRIENDS OF GENESIS JERUSALEM | |||||||
| 3 RICHLAND DRIVE | SPRINGFIELD | NJ | 07081 | PC | EDUCATIONAL | $50,000 | |
| AMERICAN FRIENDS OF LEKET ISRAEL | |||||||
| PO BOX 2090 | TEANECK | NJ | 07666 | PC | CHARITABLE | $5,000 | |
| AMERICAN FRIENDS OF MUSEUMS IN ISRAEL | |||||||
| 36 WEST 44TH ST SUITE 1209 | NEW YORK | NY | 10036 | PC | CHARITABLE | $5,000 | |
| AMERICAN FRIENDS OF THE ISRAEL MUSEUM | |||||||
| 545 FIFTH AVENUE SUITE 920 | NEW YORK | NY | 10017 | PC | CHARITABLE | $15,000 | |
| AMERICAN FRIENDS OF YESHIVAT HAKOTEL (YEDIDYA) | |||||||
| 43 RECTOR STREET | BERGENFIELD | NJ | 07621 | PC | CHARITABLE | $5,000 | |
| AMERICAN SOCIETY FOR YAD VASHEM | |||||||
| 500 FIFTH AVENUE 42ND FLOOR | NEW YORK | NY | 10110 | PC | CHARITABLE | $10,000 | |
| AMERICAN TECHNION | |||||||
| 7251 W PALMETTO PARK RD SUITE 306-N | BOCA RATON | FL | 33433 | PC | CHARITABLE | $10,000 | |
| BEAU BIDEN FDN | |||||||
| 4601 CONCORD PIKE | WILMINGTON | DE | 19803 | PC | CHARITABLE | $10,000 | |
| CAMERA | |||||||
| PO BOX 35040 | BOSTON | MA | 02135 | PC | CHARITABLE | $10,000 | |
| CARING KIND (FORMERLY ALZHEIMER'S ASSOC) | |||||||
| 360 LEXINGTON AVE 3RD FLOOR | NEW YORK | NY | 10017 | PC | CHARITABLE | $5,000 | |
| CENTER FOR JEWISH HISTORY | |||||||
| 15 WEST 16TH STREET | NEW YORK | NY | 10011 | PC | CHARITABLE | $10,000 | |
| CHAMAH | |||||||
| 420 LEXINGTON AVE SUITE 300 | NEW YORK | NY | 10170 | PC | CHARITABLE | $35,000 | |
| CHILDREN'S HEALTH ALLIANCE FOR ISRAEL (FORMERLY MDI) | |||||||
| 1345 AVENUE OF THE AMERICAS 2ND | NEW YORK | NY | 10105 | PC | CHARITABLE | $10,000 | FLOOR |
| COLUMBIA UNIVERSITY | |||||||
| 635 W 165TH ST | NEW YORK | NY | 10032 | PC | MEDICAL | $5,000 | |
| CYSTIC FIBROSIS | |||||||
| 5100 W KENNEDY BLVD SUITE 195 | TAMPA | FL | 33609 | PC | CHARITABLE | $2,500 | |
| DOROT | |||||||
| 171 WEST 85TH STREET | NEW YORK | NY | 10024 | PC | RELIGIOUS | $5,000 | |
| ELEM YOUTH IN DISTRESS | |||||||
| 270 MADISON AVE SUITE 10016 | NEW YORK | NY | 10016 | PC | CHARITABLE | $5,000 | |
| FELS EARLY LEARNING CENTER | |||||||
| 10700 JAMISON AVE | PHILADELPHIA | PA | 19116 | PC | CHARITABLE | $2,500 | |
| FIDF | |||||||
| 60 EAST 42ND ST | NEW YORK | NY | 10165 | PC | CHARITABLE | $5,000 | |
| FRIENDS OF IR DAVID FOUNDATION | |||||||
| 575 LEXINGTON AVENUE 4TH FLOOR | NEW YORK | NY | 10022 | PC | CHARITABLE | $50,000 | |
| FRIENDS OF SEEACH SOD | |||||||
| 934 E 22ND ST | BROOKLYN | NY | 11210 | PC | CHARITABLE | $2,500 | |
| FRIENDS OF THE JEWISH CHAPEL | |||||||
| 326 FIRST STREET SUITE 22 | ANNAPOLIS | MD | 21403 | PC | RELIGIOUS | $5,000 | |
| HEBREW FREE BURIAL ASSN | |||||||
| 224 WEST 35TH ST ROOM 300 | NEW YORK | NY | 10001 | PC | CHARITABLE | $5,000 | |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | |||||||
| 47 WEST DELAWARE AVE | NEWARK | DE | 19711 | PC | CHARITABLE | $5,000 | |
| HILLELS OF THE FLORIDA SUNCOAST | |||||||
| 13101 USF SYCAMORE DR | TAMPA | FL | 33620 | PC | CHARITABLE | $5,000 | |
| ISRAEL CENTER FOR EXCELLENCE THROUGH EDUCATION | |||||||
| 211 E CHICAGO AVENUE 1020 | CHICAGO | IL | 60611 | PC | CHARITABLE | $5,000 | |
| ISRAEL GUIDE DOG CENTER FOR THE BLIND | |||||||
| 968 EASTON RD SUITE H | WARRINGTON | PA | 18976 | PC | CHARITABLE | $15,000 | |
| JEVS HUMAN SERVICES | |||||||
| 1845 WALNUT ST 7TH FLOOR | PHILADELPHIA | PA | 19103 | PC | CHARITABLE | $7,500 | |
| JEWISH BRAILE INSTITUTE | |||||||
| 110 EAST 30TH STREET | NEW YORK | NY | 10016 | PC | CHARITABLE | $10,000 | |
| JEWISH FAMILY AND CHILDREN'S SERVICES | |||||||
| 2100 ARCH ST 5TH FLOOR | PHILADELPHIA | PA | 19103 | PC | CHARITABLE | $7,500 | |
| JEWISH FEDERATIONS OF NORTH AMERICA | |||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | PC | CHARITABLE | $15,000 | |
| JEWISH FOUNDATION FOR THE RIGHTEOUS | |||||||
| 80 MAIN STREET SUITE 380 | WEST ORANGE | NJ | 07052 | PC | CHARITABLE | $5,000 | |
| JEWISH MUSEUM | |||||||
| 1109 FIFTH AVENUE | NEW YORK | NY | 10128 | PC | CHARITABLE | $5,000 | |
| JTS | |||||||
| 3080 BROADWAY BOX 62 | NEW YORK | NY | 10027 | PC | RELIGIOUS | $5,000 | |
| KATE SVITEK MEMORIAL FOUNDATION | |||||||
| PO BOX 104 | AMBLER | PA | 19002 | PC | CHARITABLE | $2,500 | |
| KEREN OR | |||||||
| 350 SEVENTH AVE SUITE 701 | NEW YORK | NY | 10001 | PC | CHARITABLE | $5,000 | |
| KISSES FOR KYLE | |||||||
| PO BOX 188 | WILLOW GROVE | PA | 19090 | PC | CHARITABLE | $2,500 | |
| KSLA (FORMERLY DELAWARE VALLEY READING ASSOCIATION | |||||||
| 4702 CEDAR DR | NORTH EAST | PA | 16428 | PC | CHARITABLE | $5,000 | |
| MARSHALL-WYTHE SCHOOL OF LAW FOUNDATION (W&M) | |||||||
| PO BOX 3527 | WILLIAMSBURG | VA | 23187 | PC | EDUCATIONAL | $10,000 | |
| MUSEUM OF JEWISH HERITAGE | |||||||
| 36 BATTERY PLACE | NEW YORK | NY | 10280 | PC | CHARITABLE | $5,000 | |
| NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY | |||||||
| 101 SOUTH INDEPENDENCE MALL EAST | PHILADELPHIA | PA | 19106 | PC | CHARITABLE | $5,000 | |
| OHR TORAH STONE | |||||||
| 49 WEST 45TH STREET SUITE 701 | NEW YORK | NY | 10036 | PC | CHARITABLE | $25,000 | |
| PPEF | |||||||
| 3125 SKYWAY CIRCLE NORTH | IRVING | TX | 75038 | PC | EDUCATIONAL | $3,000 | |
| TAMPA JCCFEDERATION | |||||||
| 13009 COMMUNITY CAMPUS DR | TAMPA | FL | 33625 | PC | CHARITABLE | $15,000 | |
| TEAM GLEASON | |||||||
| PO BOX 24253 | NEW ORLEANS | LA | 70184 | PC | CHARITABLE | $10,000 | |
| TENEMENT MUSEUM (FORMERLY LOWER EAST SIDE TENEMENT MUSEUM) | |||||||
| 91 ORCHARD STREET | NEW YORK | NY | 10002 | PC | CHARITABLE | $7,500 | |
| UPPER DUBLIN EDUCATION FDN | |||||||
| 1580 FORT WASHINGTON AVE | MAPLE GLEN | PA | 19002 | PC | CHARITABLE | $10,000 | |
| URJ J & B CAMP HARLAM | |||||||
| 301 CITY AVE SUITE 110 | BALA CYNWYD | PA | 19004 | PC | CHARITABLE | $10,000 | |
| USC SHOAH FOUNDATION | |||||||
| 3720 S FLOWER ST UNIVERSITY PARK | LOS ANGELES | CA | 90089 | PC | CHARITABLE | $10,000 | |
| VALLEY BEIT MIDRASH | |||||||
| 4645 E MARILYN RD | PHOENIX | AZ | 85032 | PC | CHARITABLE | $2,500 | |
| WESTERN WALL HERITAGE FOUNDATION | |||||||
| 587 FIFTH AVENUE | NEW YORK | NY | 10017 | PC | CHARITABLE | $50,000 | |
| WILSHIRE BOULEVARD TEMPLE | |||||||
| 3663 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90010 | PC | RELIGIOUS | $20,000 | |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORT RD SUITE 300 | JACKSONVILLE | FL | 32256 | PC | CHARITABLE | $5,000 | |
| YESHIVA UNIVERSITY | |||||||
| 500 WEST 185TH STREET BELFER HALL | NEW YORK | NY | 10033 | PC | EDUCATIONAL | $50,000 | 316 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $768,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $262,546 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,483,991 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,746,537 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,746,537 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $16,460 | Amt |
| Net Investment Income | $2,469 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,991 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCKS & MUTUAL FUNDS | StockNm |
| EOY Book Value | $17,753,491 | EOYBookValueAmt |
| EOYFMV | $17,753,491 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $28,892 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $28,892 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST RECEIVABLE | $593 | $371 | $371 |
| ACCRUED DIVIDEND RECEIVABLE | $6,595 | $3,616 | $3,616 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS AND PA FILING FEES | $750 | $0 | $750 |
| OFFICE EXPENSES | $2,485 | $406 | $2,079 |
| CERTIFICATION FEES | $124 | $19 | $105 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED GAINS | Desc |
| Amt | $2,763,475 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED TAXES PAYABLE | $122,883 | $177,643 |
| ACCRUED PROFESSIONAL FEES | $10,500 | $10,835 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $120,324 | Amt |
| Net Investment Income | $120,324 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $1,252 | $1,252 | $0 |
| PAYROLL TAXES | $4,330 | $650 | $3,680 |
| FEDERAL TAXES | $77,147 | $0 | $0 |