TZEDAKAH FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- TZEDAKAH FOUNDATION (EIN 23-3090755)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202013179349100216
- 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
- Schedule B
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Loans From Officers Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T08:37:56-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 SOUTH 17TH STREET SUITE 710 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 233090755 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TZEDAKAH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TZED | BusinessNameControlTxt |
| Phone | 6107951000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO REGENCY GROUP 124 SIBLEY AVENU | AddressLine1Txt |
| City | ARDMORE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19003 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN H ERLBAUM | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6107951000 | PhoneNum |
| Signature | 2020-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELLE MALIMBAN | PreparerPersonNm |
| PTIN | P01372721 | PTIN |
| Phone | 2157654600 | PhoneNum |
| Preparation | 2020-11-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.81.77.68 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-10 | IPDt |
| IP Tm | 14:12:00 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2C3F20D443C579AC52A3CEECD046258A70BEA2FD | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $196,397 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $222,574 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $8 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $591 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $591 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $102,612 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $224,209 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $102,612 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $325,785 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $103,211 | 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 |
| Taxes Rev And Expnss | $1,115 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $15 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,125 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $240,742 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $240,742 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $241,867 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $240,757 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $83,918 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $103,201 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,906 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,947 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,947 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $87,344 | CorporateStockBOYAmt |
| Corporate Stock EOY | $35,185 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $189,450 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $94,250 | TotalAssetsBOYAmt |
| Total Assets EOY | $42,132 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $196,397 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $408,000 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $425,100 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $408,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $425,100 | 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 | -$313,750 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$382,968 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | -$313,750 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | -$382,968 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $94,250 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $42,132 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | -$313,750 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $83,918 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | -$229,832 | SubtotalAmt |
| Other Decreases | $153,136 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | -$382,968 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Gross Sales Price | $224,209 | GrossSalesPriceAmt |
| Cost Or Other Basis | $121,597 | CostOrOtherBasisAmt |
| Gain Or Loss | $102,612 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $102,612 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $102,612 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $282,699 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $243,349 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.161702 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $466,113 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $106,862 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 4.361822 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $298,860 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $282,706 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.057141 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $289,332 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $276,665 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.045785 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $379,499 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $310,171 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.223515 | DistributionYr5Rt |
| Total Distribution | 8.849965 | TotalDistributionRt |
| Average Distribution | 1.769993 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $202,522 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $358,463 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,032 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $359,495 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $240,757 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,064 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,064 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,064 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,143 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,200 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,343 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,279 | OverpaymentAmt |
| Applied To ES Tax | $1,279 | 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 | STEVEN H ERLBAUM | IndividualWithBooksNm |
| Phone | 6107951000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 124 SIBLEY AVENUE | AddressLine1Txt |
| City | ARDMORE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19003 | 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 | Yes (1) | 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 |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| STEVEN H ERLBAUM | ||||||||
| 124 SIBLEY AVENUE | ARDMORE | PA | 19003 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| AMY ERLBAUM | ||||||||
| 124 SIBLEY AVENUE | ARDMORE | PA | 19003 | CO-TRUSTEE | 0.50 | $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) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $184,451 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,155 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $205,606 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $205,606 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,084 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $202,522 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,126 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,126 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,064 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,064 | TotalTaxAmt |
| Distributable Before Adj | $8,062 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,062 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,062 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $240,757 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $240,757 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $240,757 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,062 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $363,996 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $279,203 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $284,789 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $464,884 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $270,532 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,663,404 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $240,757 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,062 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $232,695 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,896,099 | 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 | $363,996 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,532,103 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $279,203 | ExcessFromYear4Amt |
| Excess From Year3 | $284,789 | ExcessFromYear3Amt |
| Excess From Year2 | $464,884 | ExcessFromYear2Amt |
| Excess From Year1 | $270,532 | ExcessFromYear1Amt |
| Excess From Current Year | $232,695 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEVEN H ERLBAUM | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (57 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ABRAMSON CENTER FOR JEWISH LIFE | |||||||
| 1425 HORSHAM RD | NORTH WALES | PA | 19454 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $1,000 | |
| ABRAMSON SENIOR CARE | |||||||
| 1425 HORSHAM RD | NORTH WALES | PA | 19454 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $1,800 | |
| ALEH ISRAEL FOUNDATION | |||||||
| PO BOX 4911 | NEW YORK | NY | 10185 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $5,000 | |
| ALEX'S LEMONADE STAND | |||||||
| 111 PRESIDENTIAL BLVD | BALA CYNWYD | PA | 19004 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $100 | |
| AMERICAN ASSOCIATION FOR CANCER RESEARCH | |||||||
| 615 CHESTNUT STREET 17TH FLOOR | PHILADELPHIA | PA | 19106 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $1,000 | |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 22718 | OKLAHOMA CITY | OK | 73123 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $200 | |
| AMERICAN FRIENDS OF SHALVA | |||||||
| 315 FIFTH AVENUE 6TH FLOOR | NEW YORK | NY | 10016 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $5,000 | |
| B FOUNDATION | |||||||
| 101 ROCKLAND CIRCLE | WILMINGTON | DE | 19803 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $5,000 | |
| BAIS YAAKOV SCHOOL FOR GIRLS | |||||||
| 6300 SMITH AVE | BALTIMORE | MD | 21209 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $300 | |
| CENTRAL FUND OF ISRAEL | |||||||
| 461 CENTRAL AVENUE | CEDARHURST | NY | 11516 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $3,600 | |
| CHILDREN'S CRISIS TREATMENT CENTER | |||||||
| 1080 NORTH DELAWARE AVENUE SUITE | PHILADELPHIA | PA | 19125 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITES | $1,500 | 600 |
| CONGREGATION OF AMI | |||||||
| 26115 MUREAU RD B | CALABASAS | CA | 91302 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $100 | |
| CROHN & COLITIS FOUNDATION | |||||||
| 150 MONUMENT ROAD SUITE 402 | BALA CYNWYD | PA | 19004 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $270 | |
| DAMON RUNYON CANCER RESEARCH CENTER | |||||||
| 55 BROADWAY STE 302 | NEW YORK | NY | 10006 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $17,500 | |
| EMILY'S ENTOURAGE | |||||||
| PO BOX 71 | MERION STATION | PA | 19056 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITES | $1,000 | |
| FREE LIBRARY OF PHILADELPHIA | |||||||
| 1901 VINE STREET SUITE 111 | PHILADELPHIA | PA | 19103 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $500 | |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | |||||||
| 500 OFFICE CENTER DRIVE SUITE 400 | FT WASHINGTON | PA | 19034 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $5,000 | |
| FRIENDS OF UNITED HATZALAH OF ISRAEL | |||||||
| 208 EAST 51ST STREET SUITE 303 | NEW YORK | NY | 10022 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $5,000 | |
| GABRIELLE'S ANGEL FOUNDATION | |||||||
| 142 W 57TH STREET FL 11 | NEW YORK | NY | 10170 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $1,000 | |
| GAN ISRAEL COUNTRY DAY CAMP | |||||||
| 1360 WEST INDIAN CREEK DRIVE | WYNNEWOOD | PA | 19096 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $8,000 | |
| GUIDELINE SERVICES | |||||||
| 754 SOUTH 9TH STREET | PHILADELPHIA | PA | 19147 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITES | $5,000 | |
| HOLOCAUST AWARENESS MUSEUM | |||||||
| 10100 JAMISON AVE | PHILADELPHIA | PA | 19147 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $1,800 | |
| HOW I DECIDE | |||||||
| 401 CITY AVE SUITE 915 | BALA CYNWYD | PA | 19004 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $1,500 | |
| INGLIS HOUSE | |||||||
| 2600 BELMONT AVE | PHILADELPHIA | PA | 19131 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $5,000 | |
| INTERFAITH NEIGHBORS | |||||||
| 810 4TH AVE | ASBURY PARK | NJ | 07712 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $7,000 | |
| JEWISH ADOPTION AND FAMILY CARE OPTIONS | |||||||
| 4200 N UNIVERSITY DRIVE | SUNRISE | FL | 33351 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITES | $1,800 | |
| JEWISH FAMILY & CHILDRENS SERVICES | |||||||
| 2100 ARCH STREET 5TH FLOOR | PHILADELPHIA | PA | 19103 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $225 | |
| JEWISH FEDERATION OF GREATER PHILADELPHIA | |||||||
| 2100 ARCH STREET | PHILADELPHIA | PA | 19103 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $1,400 | |
| JEWISH IDENTITY CENTER KLEINLIFE | |||||||
| 10100 JAMISON AVE | PHILADELPHIA | PA | 19116 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $1,800 | |
| JEWISH RELIEF AGENCY | |||||||
| 225 E CITY AVE SUITE 210 | BALA CYNWYD | PA | 190041724 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $25,300 | |
| JEWISH SOCIAL SERVICE AGENCY | |||||||
| 9900 GEORGIA AVE | SILVER SPRINGS | MD | 20902 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $100 | |
| JUDITH CREED HOMES FOR ADULT INDEPENDENCE | |||||||
| 274 S BRYN MAWR AVE | BRYN MAWR | PA | 19010 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $5,000 | |
| JUVENILLE DIABETES RESEARCH FOUNDATION | |||||||
| 25 BROADWAY 14TH FL | NEW YORK | NY | 10004 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $1,000 | |
| KEN'S KREW INC | |||||||
| 555 MADISON AVE 17TH FLOOR | NEW YORK | NY | 10022 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $5,000 | |
| LIVE LIKE BLAIN FOUNDATION | |||||||
| TWO BALA PLAZA SUITE 401 | BALA CYNWYD | PA | 19004 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $500 | |
| METROPOLITAN AREA NEIGHBORHOOD NUTRITION ALLIANCE | |||||||
| 420 NORTH 20TH STREET | PHILADELPHIA | PA | 19130 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $2,000 | |
| MINDING YOUR MIND | |||||||
| 124 SIBLEY AVENUE | ARDMORE | PA | 19003 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $1,247 | |
| MISSION POSSIBLE | |||||||
| PO BOX 413 | BLUE BELL | PA | 19422 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $1,000 | |
| MORTY FRANK MEMORIAL FUND | |||||||
| 444 E 82ND ST APT 4B | NEW YORK | NY | 10028 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $500 | |
| PANCREATIC CANCER NETWORK | |||||||
| 300 PARK AVE | NEW YORK | NY | 10022 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $1,000 | |
| PAYPAL CHARITABLE GIVING FUND | |||||||
| 1250 I STREET NW SUITE 1202 | WASHINGTON | DC | 20005 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $500 | |
| PETER'S PLACE | |||||||
| 336 KING OF PRUSSIA ROAD | RADNOR | PA | 19087 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $2,500 | |
| PHILLY FRIENDSHIP CIRCLE | |||||||
| 1505 S 5TH AVENUE | PHILADELPHIA | PA | 19147 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $5,000 | |
| PLANNED PARENTHOOD OF SOUTHEASTERN PA | |||||||
| 1144 LOCUST STREET | PHILADELPHIA | PA | 19107 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $100 | |
| RABBI WITHOUT WALLS | |||||||
| 107 MONTGOMERY AVE | BALA CYNWYD | PA | 19004 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $5,000 | |
| RADNOR EDUCATIONAL FOUNDATION | |||||||
| 135 SOUTH WAYNE AVE | WAYNE | PA | 19087 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $100 | |
| ST AUGUSTINE ACADEMY | |||||||
| 1208 GREEN STREET | NORRISTOWN | PA | 19401 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $5,000 | |
| SWIM ACROSS AMERICA | |||||||
| 14 LITTLE RIDGE ROAD | RIDGEFIELD | CT | 06877 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $500 | |
| TEMPLE EMANUEL | |||||||
| 8500 HILLCREST AVE | DALLAS | TX | 75225 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $500 | |
| THE CHEVRA | |||||||
| 2002 LUDLOW ST | PHILADELPHIA | PA | 19003 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $35,300 | |
| THE HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $100 | |
| THE INVESTIGATIVE PROJECT ON TERRORISM | |||||||
| 5614 CONNECTICUT AVE NW 341 | WASHINGTON | DC | 20015 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $12,500 | |
| THE JED FOUNDATION | |||||||
| 6 EAST 39TH STREET SUITE 1204 | NEW YORK | NY | 10016 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $5,000 | |
| THE PHILADELPHIA COMMUNITY KOLLEL | |||||||
| 364 MONTGOMERY AVE | MERION STATION | PA | 19066 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $1,000 | |
| TIKVAHADVOCATES FOR THE JEWISH MENTALLY ILL | |||||||
| 2100 ARCH STREET 4TH FLOOR | PHILADELPHIA | PA | 19103 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $1,600 | |
| UNIVERSITY OF MINNESOTA FOUNDATION | |||||||
| 200 OAK STREET SE SUITE 500 | MINNEAPOLIS | MN | 55455 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $5,000 | |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 2929 WALNUT STREET SUITE 300 | PHILADELPHIA | PA | 19104 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $30,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $240,742 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $591 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $102,612 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $103,211 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $103,211 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| STEVEN ERLBAUM | ||||||
| 1 | 124 SIBLEY AVENUE | ARDMORE | PA | 19003 | $77,153 | Yes (X) |
| STEVEN ERLBAUM | ||||||
| 2 | 124 SIBLEY AVENUE | ARDMORE | PA | 19003 | $4,804 | Yes (X) |
| STEVEN ERLBAUM | ||||||
| 3 | 124 SIBLEY AVENUE | ARDMORE | PA | 19003 | $81,020 | Yes (X) |
| STEVEN ERLBAUM | ||||||
| 4 | 124 SIBLEY AVENUE | ARDMORE | PA | 19003 | $59,597 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1,460 SHARES OF INDEPENDENT BANK GROUP INC STOCK | $77,153 | 2019-01-28 |
| 2 | 111 SHARES OF NUTRISYSTEM INC STOCK | $4,804 | 2019-02-12 |
| 3 | 1,145 SHARES OF CITIGROUP INC STOCK | $81,020 | 2019-04-29 |
| 4 | 1,043 SHARES OF INDEPENDENT BANK GROUP INC STOCK | $59,597 | 2019-07-31 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NOT APPLICABLE | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UNIFI INC | StockNm |
| EOY Book Value | $35,185 | EOYBookValueAmt |
| EOYFMV | $189,450 | EOYFMVAmt |
Loans From Officers Schedule LoansFromOfficersSchedule
Loans From Officer LoansFromOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lender Person | STEVEN H ERLBAUM | LenderPersonNm |
| Title | CO-TRUSTEE | TitleTxt |
| Loan Original | $134,000 | LoanOriginalAmt |
| Balance Due | $425,100 | BalanceDueAmt |
| Repayment Terms | NONE | RepaymentTermsTxt |
| Interest | 0.000000000000 | InterestRt |
| Security Provided Borrower | NONE | SecurityProvidedBorrowerTxt |
| Loan Purpose | CASH REQUIRED FOR DONATIONS AND PLEDGES | LoanPurposeTxt |
| Lender Consideration | CASH | LenderConsiderationDesc |
| Consideration FMV | $425,100 | ConsiderationFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN VALUE OF INVESTMENTS | Desc |
| Amt | $153,136 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK SERVICE CHARGES | Desc |
| Revenue And Expenses Per Books | $10 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $10 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL-990PF | $1,100 | $0 | $0 |
| STATE | $15 | $0 | $15 |