JOSEPH ALEXANDER FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: JOSEPH ALEXANDER FOUNDATION INC (EIN 51-0175951)
Tax period: 2019-11-01 to 2020-10-31
Filed: 2021-01-27
IRS object ID: 202100279349100100
Schema version: 2019v5.1
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 Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Liabilities Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-01-27T07:29:19-06:00	ReturnTs
Tax Period End	2020-10-31	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	2019-11-01	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	2021-01-22	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	KERRI N BOGDA CPA	PreparerPersonNm
PTIN	P00760402	PTIN
Phone	7177404863	PhoneNum

Field	Value	IRS element (for citing)
Tax	2019	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	$16,317,213	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	$366,685	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$366,685	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	-$34,814	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,946,813	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$1,222	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$0	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$333,093	TotalRevAndExpnssAmt
Total Net Invst Incm	$366,685	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	$52,530	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	$7,760	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$1,164	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$11,375	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$113,373	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$113,373	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$9,512	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$5,747	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$3,765	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$8,750	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$1,198	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$7,552	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$213,695	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$132,627	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$85,847	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$709,500	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$709,500	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$923,195	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$132,627	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$795,347	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$590,102	ExcessRevenueOverExpensesAmt
Net Investment Income	$234,058	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$1,282,045	CashBOYAmt
Cash EOY	$306,362	CashEOYAmt
Cash EOYFMV	$306,362	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 EOY	$22,839	PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV	$22,839	PrepaidExpensesEOYFMVAmt
US Government Obligations BOY	$100,121	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$64,196	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$64,196	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$15,665,782	CorporateStockBOYAmt
Corporate Stock EOY	$15,716,628	CorporateStockEOYAmt
Corporate Stock EOYFMV	$15,716,628	CorporateStockEOYFMVAmt
Other Assets BOY	$9,490	OtherAssetsBOYAmt
Other Assets EOY	$7,188	OtherAssetsEOYAmt
Other Assets EOYFMV	$7,188	OtherAssetsEOYFMVAmt
Total Assets BOY	$17,257,438	TotalAssetsBOYAmt
Total Assets EOY	$16,317,213	TotalAssetsEOYAmt
Total Assets EOYFMV	$16,317,213	TotalAssetsEOYFMVAmt
Other Liabilities BOY	$153,254	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$133,383	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$153,254	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$133,383	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	$17,104,184	RetainedEarningBOYAmt
Retained Earning EOY	$16,183,830	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$17,104,184	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$16,183,830	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$17,257,438	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$16,317,213	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$17,104,184	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$590,102	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$16,514,082	SubtotalAmt
Other Decreases	$330,252	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$16,183,830	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	SALE OF SECURITIES	PropertyDesc
How Acquired	P	HowAcquiredCd
Acquired	2018-11-01	AcquiredDt
Sold	2020-10-31	SoldDt
Gross Sales Price	$1,946,813	GrossSalesPriceAmt
Cost Or Other Basis	$1,981,627	CostOrOtherBasisAmt
Gain Or Loss	-$34,814	GainOrLossAmt
Gains Minus Excess Or Losses	-$34,814	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	-$34,814	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$790,755	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$16,329,314	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.048425	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$681,819	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$16,386,722	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.041608	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$747,321	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$15,505,805	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.048196	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$818,794	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$15,507,240	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.052801	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$875,271	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$15,389,349	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.056875	DistributionYr5Rt
Total Distribution	0.247905	TotalDistributionRt
Average Distribution	0.049581	AverageDistributionRt
Net Vl Noncharitable Assets	$16,170,044	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$801,727	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$2,341	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$804,068	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$795,347	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$4,681	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$4,681	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$4,681	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$27,520	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$27,520	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$22,839	OverpaymentAmt
Applied To ES Tax	$22,839	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	$88,974	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	$15,873,534	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$542,754	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$16,416,288	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$16,416,288	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$246,244	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$16,170,044	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$808,502	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$808,502	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$4,681	TaxBasedOnInvestmentIncomeAmt
Total Tax	$4,681	TotalTaxAmt
Distributable Before Adj	$803,821	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$803,821	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$803,821	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$795,347	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$795,347	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$795,347	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$803,821	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$122,363	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$47,977	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr1	$1,783	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$172,123	TotalExcessDistributionCyovAmt
Qualifying Distributions	$795,347	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$795,347	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$8,474	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$8,474	ExcessDistributionCyovAppCYAmt
Total Corpus	$163,649	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	$113,889	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$49,760	ExcessDistriCyovToNextYrAmt
Excess From Year4	$47,977	ExcessFromYear4Amt
Excess From Year1	$1,783	ExcessFromYear1Amt

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	Address Line2RecipientUSAddress/AddressLine2Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ACHVA ACADEMIC
C/O PEF ISRAEL ENDOWMENT FUNDS INC	630 THIRD AVE RM 1500	NEW YORK	NY	10017	PC	EDUCATIONAL	$2,500
ALBERT EINSTEIN MEDICAL CENTER
1300 MORRIS PARK AVENUE BLOCK	BUILDING ROOM 715	BRONX	NY	10461	PC	MEDICAL	$15,000
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 CANCER SOCIETY
1818 MARKET STREET SUITE 2820		PHILA	PA	19103	PC	CHARITABLE	$2,500
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 AVE21ST FLOOR 21ST FLOOR		NEW YORK	NY	10017	PC	CHARITABLE	$10,000
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	$2,500
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	$5,000
ARCADIA UNIVERSITY
450 S EASTON RD		GLENSIDE	PA	19038	PC	EDUCATIONAL	$2,500
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	FLOOR	NEW YORK	NY	10105	PC	CHARITABLE	$10,000
COLUMBIA UNIVERSITY
635 W 165TH ST		NEW YORK	NY	10032	PC	EDUCATIONAL	$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
FORDHAM UNIVERSITY
JOSEPH A MARTINO HALL 45 COLUMBUS	AVE 8TH FLOOR	NEW YORK	NY	10023	PC	EDUCATIONAL	$2,500
FRIENDS OF IR DAVID FOUNDATION
575 LEXINGTON AVENUE 4TH FLOOR 4TH	FLOOR	NEW YORK	NY	10022	PC	CHARITABLE	$36,000
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	$2,500
HEBREW FREE BURIAL ASSN
224 WEST 35TH ST ROOM 300		NEW YORK	NY	10001	PC	CHARITABLE	$2,500
HEBREW FREE LOAN SOCIETY
8231 OLD YORK RD C/O BETH SHOLOM	CONGREGATION	ELKINS PARK	PA	19027	PC	CHARITABLE	$2,500
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	$10,000
JCRC NEW YORK
225 WEST 34TH ST SUITE 1607		NY	NY	10122	PC	CHARITABLE	$7,500
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		PHILA	PA	19103	PC	CHARITABLE	$7,500
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
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
NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY
101 SOUTH INDEPENDENCE MALL EAST		PHILA	PA	19106	PC	CHARITABLE	$5,000
OHEL CHILDREN'S HOME
3611 14TH AVENUE SUITE 550		BROOKLYN	NY	11218	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
SCHOOL FOR CHILDREN WITH HIDDEN INTELLIGENCE
1001 AVENUE OF THE AMERICAS 12TH	FLOOR	NEW YORK	NY	10018	PC	EDUCATIONAL	$2,500
TAMPA JCCFEDERATION
13009 COMMUNITY CAMPUS DR		TAMPAFL	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	$5,500
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	316	NEW YORK	NY	10033	PC	EDUCATIONAL	$50,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$709,500	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	$366,685	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	-$34,814	ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

Field	Value	IRS element (for citing)
Desc	FEDERAL TAX REFUND	Desc
Exclusion	01	ExclusionCd
Exclusion	$1,222	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$333,093	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$333,093	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	$7,760	Amt
Net Investment Income	$1,164	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$11,375	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	$15,716,628	EOYBookValueAmt
EOYFMV	$15,716,628	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	$64,196	StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV	$64,196	StateLocalSecEOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
ACCRUED INTEREST RECEIVABLE	$1,122	$593	$593
ACCRUED DIVIDEND RECEIVABLE	$8,368	$6,595	$6,595

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	NET UNREALIZED LOSSES	Desc
Amt	$330,252	Amt

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	$762	$0	$762
OFFICE EXPENSES	$7,765	$1,165	$6,600
CERTIFICATION FEES	$223	$33	$190

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	FEDERAL TAX REFUND	Desc
Revenue And Expenses Per Books	$1,222	RevenueAndExpensesPerBooksAmt
Adjusted Net Income	$1,222	AdjustedNetIncomeAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (3 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt
DEFERRED TAXES PAYABLE	$128,785	$122,883
ACCRUED PROFESSIONAL FEES	$11,415	$10,500
TAXES PAYABLE - CURRENT	$13,054	$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT FEES	CategoryTxt
Amt	$113,373	Amt
Net Investment Income	$113,373	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID	$5,083	$5,083	$0
PAYROLL TAXES	$4,429	$664	$3,765