SARAMAR CHARITABLE FUND TR: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SARAMAR CHARITABLE FUND TR (EIN 25-6839698)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-17
- IRS object ID
- 201403219349100145
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-17T11:43:17-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 111558868 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARGOLIN WINER & EVENS LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 GARDEN CITY PLAZA | AddressLine1 |
| City | GARDEN CITY | City |
| State | NY | State |
| ZIP Code | 115303323 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256839698 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SARAMAR CHARITABLE FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SARA | BusinessNameControlTxt |
| Phone | 8566614515 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 SOUTH 18TH STREET NO 3301 | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY HONICKMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8566614515 | PhoneNum |
| Signature | 2014-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LANCE CHRISTENSEN | PreparerPersonNm |
| PTIN | P00649657 | PTIN |
| Phone | 5167472000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,927,693 | 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 | $125,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $69,029 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $69,029 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $959 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $84,340 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $959 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $194,988 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $69,988 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,989 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,494 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,495 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,989 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,494 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,495 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $183,772 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $183,772 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $186,761 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,494 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $185,267 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,227 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $68,494 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,227,169 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,303,520 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,303,520 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $420,406 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $445,675 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $443,935 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $541,069 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $462,688 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $456,496 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,183,129 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,168,117 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,723,742 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,371,773 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,380,000 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,927,693 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $3,371,773 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,380,000 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,371,773 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,380,000 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,371,773 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,380,000 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,371,773 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,227 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,380,000 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,380,000 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| COLGATE PALMOLIVE CO 4.2%, DUE 5/15/2013 | P | 2008-11-21 | 2013-05-15 | $25,000 | $25,021 | -$21 | -$21 |
| BERKSHIRE HATHAWAY FIN CO, 4.6%, DUE 5/15/2013 | P | 2008-12-15 | 2013-05-15 | $25,000 | $24,776 | $224 | $224 |
| ARCHER DANIELS 5.45% DUE 3/15/2018 | P | 2010-08-03 | 2013-10-23 | $28,839 | $28,584 | $255 | $255 |
| ISRAEL STATE 4TH LIBOR, DUE 8/1/2011 | P | 2004-08-30 | 2013-04-18 | $5,000 | $5,000 | $0 | $0 |
| CAPITAL GAINS DIVIDENDS | P | $501 | $501 | $501 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $959 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $171,879 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,454,178 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049760 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $162,071 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,240,643 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050012 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $155,215 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,992,137 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051874 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $125,717 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,554,818 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049208 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $136,026 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,733,509 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049762 | DistributionYr5Rt |
| Total Distribution | 0.250616 | TotalDistributionRt |
| Average Distribution | 0.050123 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,739,752 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $187,448 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $685 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $188,133 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $185,267 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,370 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,370 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,370 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,642 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,642 | TotalPaymentsAndCreditsAmt |
| Overpayment | $272 | OverpaymentAmt |
| Applied To ES Tax | $272 | 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 | Yes (1) | 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 | JEFFREY HONICKMAN FOUNDATION MGR | IndividualWithBooksNm |
| Phone | 8566614505 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8275 US ROUTE 130 | AddressLine1 |
| City | PENNSAUKEN | City |
| State | NJ | State |
| ZIP Code | 08110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JEFFREY A HONICKMAN | ||||||||
| 130 SOUTH 18TH STREET NO 3301 | PHILADELPHIA | PA | 19103 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| MARJORIE HONICKMAN | ||||||||
| 130 SOUTH 18TH STREET NO 3301 | PHILADELPHIA | PA | 19103 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,512,366 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,284,337 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,796,703 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,796,703 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $56,951 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,739,752 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $186,988 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $186,988 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,370 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,370 | TotalTaxAmt |
| Distributable Before Adj | $185,618 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $185,618 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $185,618 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $185,267 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $185,267 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $185,267 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $185,618 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,477 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $8,720 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,795 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,158 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $13,150 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $185,267 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $185,267 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $351 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $351 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $12,799 | 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 | $1,126 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $11,673 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $8,720 | ExcessFromYear3Amt |
| Excess From Year2 | $1,795 | ExcessFromYear2Amt |
| Excess From Year1 | $1,158 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARJORIE HONICKMAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8275 US ROUTE 130 | AddressLine1 |
| City | PENNSAUKEN | City |
| State | NJ | State |
| ZIP Code | 08110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8566614515 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SUBMISSION DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | DISTRIBUTIONS LIMITED TO ORGANIZATIONS THAT CARRY OUT PURPOSE OF FOUNDATION | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (109 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| PROVDEV USA FOUNDATION | ||||||||
| 315 NE 98TH STREET | MIAMI | FL | 33138 | NONE | PUBLIC CHARITY | UNRESTRICTED | $900 | |
| THE SURVIVOR MITZVAH PROJECT | ||||||||
| 2658 GRIFFITH PARK BLVD | LOS ANGELES | CA | 90039 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 | |
| USC SHOAH FOUNDATION | ||||||||
| 650 WEST 35TH STREET | LOS ANGELES | CA | 90089 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 | |
| JUVENILE DIABETES RESEARCH FOUNDATION | ||||||||
| 26 BROADWAY | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,250 | |
| KIDS IN CRISIS | ||||||||
| 1 SALEM STREET | COS COB | CT | 06807 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,850 | |
| NATIONAL BREAST CANCER COALITION FUND | ||||||||
| 1101 17TH STREET NW SUITE 1300 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 | |
| BBYO INC | ||||||||
| 2020 K STREET NW 7TH FLOOR | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,500 | |
| GEORGE WASHINGTON UNIVERSITY | ||||||||
| 2100 M STREET 310 | WASHINGTON | DC | 20052 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,500 | |
| JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY | ||||||||
| 9901 DONNA KLEIN BLVD | BOCA RATON | FL | 33428 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,550 | |
| KOMENCHECK PHILADELPHIA | ||||||||
| 820 W JACKSON BLVD | CHICAGO | IL | 60607 | NONE | PUBLIC CHARITY | UNRESTRICTED | $125 | |
| DRAGONFLY FOREST | ||||||||
| 5734 S WILL COOK RD | HOMER GLEN | IL | 60491 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 | |
| VINEYARD HOUSE | ||||||||
| 15 CHURCH STREET | VINEYARD HAVEN | MA | 02568 | NONE | PUBLIC CHARITY | UNRESTRICTED | $100 | |
| FRAXA RESEARCH FOUNDATION | ||||||||
| 10 PRINCE PLACE STE 203 | NEWBURYPORT | MA | 01950 | NONE | PUBLIC CHARITY | UNRESTRICTED | $250 | |
| WAYLAND PUBLIC SCHOOLS FOUNDATION | ||||||||
| PO BOX 97 | WAYLAND | MA | 01778 | NONE | PUBLIC CHARITY | UNRESTRICTED | $700 | |
| HOLY CROSS FUND | ||||||||
| 1 COLLEGE STREET | WORCESTER | MA | 01610 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 | |
| STEPPING STONE SCHOLARS INC | ||||||||
| 155 FEDERAL ST 800 | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 | |
| WAYLAND COMMUNITY POOL | ||||||||
| 258 OLD CONNECTICUT PATH | WAYLAND | MA | 01778 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 | |
| BJE | ||||||||
| PO BOX 600 | BROOKLINE | MA | 04226 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,800 | |
| TUFTS COLLEGE | ||||||||
| 419 BOSTON AVENUE | MEDFORD | MA | 02155 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 | |
| TUFTS HILLEL | ||||||||
| GRANOFF FAMILY HILLEL CTR 220 | MEDFORD | MA | 02155 | NONE | PUBLIC CHARITY | UNRESTRICTED | $7,500 | PACKARD AVE |
| JOHNS HOPKINS MEDICINE | ||||||||
| 2360 W JOPPA RD | LUTHERVILLE | MD | 21093 | NONE | PUBLIC CHARITY | UNRESTRICTED | $100 | |
| THE V FOUNDATION | ||||||||
| 106 TOWERVIEW COURT | CARY | NC | 27513 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,850 | |
| LBI FOUNDATION OF THE ARTS & SCIENCES | ||||||||
| 120 LONG BEACH BLVD | LOVELADIES | NJ | 08008 | NONE | PUBLIC CHARITY | UNRESTRICTED | $490 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 1 UNION STREET 301 | ROBBINSVILLE | NJ | 08691 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 | |
| THE COOPER FOUNDATION | ||||||||
| 200 FEDERAL STREET | CAMDEN | NJ | 08103 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 | |
| CHILDREN'S TUMOR FOUNDATION | ||||||||
| 120 WALL STREET 16TH FL | NEW YORK | NY | 10005 | NONE | PUBLIC CHARITY | UNRESTRICTED | $100 | |
| RALLY COMMITTEE | ||||||||
| 3201 W GIRARD AVENUE | PHILADELPHIA | NY | 19130 | NONE | PUBLIC CHARITY | UNRESTRICTED | $100 | |
| CITY YEAR | ||||||||
| 20 W 22ND STREET 3RD FLOOR | NEW YORK | NY | 10010 | NONE | PUBLIC CHARITY | UNRESTRICTED | $250 | |
| BE THE EXAMPLE | ||||||||
| 1864 MUTTON RD | MUTTONTOWN | NY | 11791 | NONE | PUBLIC CHARITY | UNRESTRICTED | $250 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||
| 30 SOUTH 17TH STREET | PHILADELPHIA | PA | 19103 | NONE | PUBLIC CHARITY | UNRESTRICTED | $250 | |
| HABITAT FOR HUMANITY | ||||||||
| 111 JOHN STREET | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | UNRESTRICTED | $350 | |
| CROHN'S AND COLITIS FOUNDATION OF AMERICA | ||||||||
| 386 PARK AVENUE SOUTH 17TH FLOOR | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 | |
| HADASSAH | ||||||||
| 50 W 58TH STREET | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 | |
| MSKCC CYCLE FREDS | ||||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 | |
| AMERICAN ASSOCIATES BEN-GURION UNIVERSITY OF THE NEGEV | ||||||||
| 1001 AVE OF THE AMERICAS | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 | |
| FIELD CENTER | ||||||||
| 55 LEXINGTON AVENUE | NEW YORK | NY | 10010 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 | |
| AMERICA SHARE | ||||||||
| 15 W 26TH STREET 11TH FLOOR | NEW YORK | NY | 10010 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,750 | |
| CLAL | ||||||||
| 440 PARK AVENUE S | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,800 | |
| INNOVATION AFRICA | ||||||||
| 520 8TH AVENUE | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,834 | |
| CALVARY FUND | ||||||||
| 1740 EASTCHESTER ROAD | BRONX | NY | 10461 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 | |
| MUSEUM OF JEWISH HERITAGE | ||||||||
| 36 BATTERY PLACE | NEW YORK | NY | 10280 | NONE | PUBLIC CHARITY | UNRESTRICTED | $9,000 | |
| AMERICAN CANCER SOCIETY | ||||||||
| PO BOX 22718 | OKLAHOMA CITY | OK | 73123 | NONE | PUBLIC CHARITY | UNRESTRICTED | $350 | |
| CIRCLE K | ||||||||
| 5123 W 1ST AVENUE | STILLWATER | OK | 74074 | NONE | PUBLIC CHARITY | UNRESTRICTED | $540 | |
| WISTAR INSTITUTE FOR NEUROSCIENCE | ||||||||
| 3601 SPRUCE ST | PHILADELPHIA | PA | 19104 | NONE | PUBLIC CHARITY | UNRESTRICTED | $100 | |
| ARISE ACADEMY | ||||||||
| 2116 E HAINES STREET | PHILADELPHIA | PA | 19138 | NONE | PUBLIC CHARITY | UNRESTRICTED | $100 | |
| UNIVERSITY OF SCIENCES | ||||||||
| 600 S 43RD STREET | PHILADELPHIA | PA | 19104 | NONE | PUBLIC CHARITY | UNRESTRICTED | $180 | |
| PENN STATE DANCE MARATHON | ||||||||
| 201 HUB | UNIVERSITY PARK | PA | 16802 | NONE | PUBLIC CHARITY | UNRESTRICTED | $250 | |
| AUTO DEALERS CARING FOR KIDS FOUNDATION | ||||||||
| 3311 SWEDE RD SUITE A | EAST NORRITON | PA | 19401 | NONE | PUBLIC CHARITY | UNRESTRICTED | $250 | |
| GIFT OF LIFE FAMILY HOUSE | ||||||||
| 401 CALLOWHILL STREET | PHILADELPHIA | PA | 19123 | NONE | PUBLIC CHARITY | UNRESTRICTED | $250 | |
| MATERNITY CARE COALITION | ||||||||
| 2000 HAMILTON STREET | PHILADELPHIA | PA | 19130 | NONE | PUBLIC CHARITY | UNRESTRICTED | $250 | |
| MISSION KIDS | ||||||||
| PO BOX 413 | BLUE BELL | PA | 19422 | NONE | PUBLIC CHARITY | UNRESTRICTED | $250 | |
| VALLEY FORGE CHILDREN'S ACADEMY | ||||||||
| 1010 ADAMS AVENUE | AUDUBON | PA | 19403 | NONE | PUBLIC CHARITY | UNRESTRICTED | $250 | |
| UCP OF PHILADELPHIA & VICINITY | ||||||||
| 102 E MERMAID LN | PHILADELPHIA | PA | 19118 | NONE | PUBLIC CHARITY | UNRESTRICTED | $350 | |
| CONGREGATION RODEPH SHALOM | ||||||||
| 615 N BROAD STREET | PHILADELPHIA | PA | 19123 | NONE | PUBLIC CHARITY | UNRESTRICTED | $380 | |
| JEVS HUMAN SERVICES | ||||||||
| 1845 WALNUT STREET | PHILADELPHIA | PA | 19103 | NONE | PUBLIC CHARITY | UNRESTRICTED | $414 | |
| FAIRMOUNT PARK CONSERVANCY | ||||||||
| 1617 JOHN F KENNEDY BLVD | PHILADELPHIA | PA | 19103 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 | |
| MORRIS ARBORETUM OF THE UNIVERSITY OF PENNSYLVANIA | ||||||||
| 100 EAST NORTHWESTERN AVENUE | PHILADELPHIA | PA | 19118 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 | CHESTNUT HILL |
| MOVING TRADITIONS | ||||||||
| 261 OLD YORK ROAD SUITE 734 | JENKINTOWN | PA | 19046 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 | |
| NAN SCHOLARSHIP FUND | ||||||||
| C/O ASHFORD FARM PO BOX 586 | LAFAYETTE HILL | PA | 19444 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 | |
| THE PARKINSON'S COUNCIL | ||||||||
| 111 PRESIDENTIAL BLVD | BALA CYNWYD | PA | 19004 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 | |
| FREE LIBRARY OF PHILADELPHIA | ||||||||
| 1901 VINE STREET | PHILADELPHIA | PA | 19103 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 | |
| GERMANTOWN ACADEMY | ||||||||
| 340 MORRIS RD | FORT WASHINGTON | PA | 19034 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 | |
| CHABAD HOUSE | ||||||||
| 1432 CATHARINE STREET | PHILADELPHIA | PA | 19146 | NONE | PUBLIC CHARITY | UNRESTRICTED | $613 | |
| FEDERATION EARLY LEARNING SERVICES | ||||||||
| 10700 JAMISON AVENUE | PHILADELPHIA | PA | 19116 | NONE | PUBLIC CHARITY | UNRESTRICTED | $750 | |
| PHILADELPHIA FILM SOCIETY | ||||||||
| 1600 N 5TH ST | PHILADELHIA | PA | 19122 | NONE | PUBLIC CHARITY | UNRESTRICTED | $900 | |
| ACADEMY IN MANAYUNK (AIM ACADEMY) | ||||||||
| 1200 RIVER ROAD | CONSHOHOCKEN | PA | 19428 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 | |
| HILLEL OF GREATER PHILADELPHIA | ||||||||
| 215 S 39TH STREET | PHILADELPHIA | PA | 19104 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 | |
| JEWISH LEARNING VENTURE | ||||||||
| 7607 OLD YORK ROAD | MELROSE PARK | PA | 19027 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 | |
| JEWISH HERITAGE AGENCY | ||||||||
| 529 WYOMING AVENUE | SCRANTON | PA | 18509 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 | |
| THE CHEVRA | ||||||||
| 354 SYCAMORE AVE | MERION STATION | PA | 19066 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 | |
| THE FRIENDSHIP CIRCLE | ||||||||
| 754 SOUTH 9TH ST | PHILADELPHIA | PA | 19147 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 | |
| THE GERSHMAN Y | ||||||||
| 401 S BROAD STREET | PHILADELPHIA | PA | 19147 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 | |
| ALBERT EINSTEIN SOCIETY | ||||||||
| 5501 OLD YORK ROAD | PHILADELPHIA | PA | 19141 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 | |
| BREAST HEALTH INTERNATIONAL | ||||||||
| 1845 WALNUT STREET | PHILADELHIA | PA | 19103 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 | |
| GREATER PHILADELPHIA FILM OFFICE | ||||||||
| 1515 ARCH STREET | PHILADELPHIA | PA | 19102 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 | |
| JEWISH RELIEF AGENCY | ||||||||
| 10980 DUTTON ROAD | PHILADELPHIA | PA | 19154 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 | |
| LINDA CREED BREAST CANCER FOUNDATION | ||||||||
| PO BOX 40607 | PHILADELPHIA | PA | 19107 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 | |
| LIVING BEYOND BREAST CANCER | ||||||||
| 354 WEST LANCASTER AVENUE | HAVERFORD | PA | 19041 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 | |
| PENNSYLVANIA SPCA | ||||||||
| 2451 GENERAL POTTER HWY | CENTRE HALL | PA | 16828 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 | |
| SUPPORT CENTER FOR CHILD ADVOCATES | ||||||||
| 1900 CHERRY STREET | PHILADELHIA | PA | 19103 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 | |
| TRANSPLANT FOUNDATION | ||||||||
| 401 NORTH 3RD STREET FRONT | PHILADELPHIA | PA | 19123 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 | |
| WVWA | ||||||||
| 12 MORRIS RD | AMBLER | PA | 19002 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 | |
| CANCER SUPPORT COMMUNITY OF PHILADELPHIA | ||||||||
| 4100 CHAMOUNIX DRIVE | PHILADELPHIA | PA | 19131 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,250 | |
| NATIONAL FOUNDATION FOR CELIAC AWARENESS | ||||||||
| PO BOX 544 | AMBLER | PA | 19002 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,250 | |
| JCHAI | ||||||||
| 21 BALA AVE | BALA CYNWYD | PA | 19004 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,500 | |
| JEFFERSON-MYRNA BRIND CENTER OF INTEGRATIVE MEDICINE | ||||||||
| 925 CHESTNUT STREET | PHILADELPHIA | PA | 19107 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,500 | |
| THE CHILDREN'S HOSPITAL FOUNDATION | ||||||||
| CIVIC CENTER BLVD | PHILADELPHIA | PA | 19104 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,500 | |
| MINDING YOUR MIND | ||||||||
| 42 WEST LANCASTER AVE SECOND FLOOR | ARDMORE | PA | 19003 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,000 | |
| THE UNIVERSITY OF THE ARTS | ||||||||
| 320 S BROAD ST | PHILADELPHIA | PA | 19102 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,000 | |
| PROJECT HOME | ||||||||
| 1515 FAIRMONT AVENUE | PHILADELPHIA | PA | 19104 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,350 | |
| ABINGTON MEMORIAL HOSPITAL FOUNDATION | ||||||||
| 1200 OLD YORK ROAD | ABINGTON | PA | 19001 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,500 | |
| COMMUNITY PARTNERSHIP SCHOOL | ||||||||
| 1936 N JUDSON STREET | PHILADELPHIA | PA | 19121 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,500 | |
| PERELMAN JEWISH DAY SCHOOL | ||||||||
| 7601 OLD YORK ROAD | MELROSE PARK | PA | 19027 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,500 | |
| A DATE WITH A PLATE | ||||||||
| 7254 WILLOW ROAD | AMBLER | PA | 19002 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,500 | |
| FRANKLIN INSTITUTE | ||||||||
| 222 N 20TH STREET | PHILADELPHIA | PA | 19103 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,500 | |
| JEWISH FAMILY AND CHILDREN'S SERVICE | ||||||||
| 2100 ARCH STREET 5TH FLOOR | PHILADELPHIA | PA | 19103 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,800 | |
| NATIONAL PHILANTHROPHIC TRUST | ||||||||
| 165 TOWNSHIP LINE ROAD SUITE 150 | JENKINTOWN | PA | 19046 | NONE | PUBLIC CHARITY | UNRESTRICTED | $3,000 | |
| PEOPLE'S EMERGENCY CENTER | ||||||||
| 325 N 39TH ST | PHILADELPHIA | PA | 19104 | NONE | PUBLIC CHARITY | UNRESTRICTED | $3,500 | |
| FRIENDS OF RITTENHOUSE SQUARE | ||||||||
| PO BOX 1308 | PHILADELPHIA | PA | 19103 | NONE | PUBLIC CHARITY | UNRESTRICTED | $4,000 | |
| HAR ZION TEMPLE | ||||||||
| 1500 HAGYS FORD ROAD | PENN VALLEY | PA | 19072 | NONE | PUBLIC CHARITY | UNRESTRICTED | $4,608 | |
| OROT | ||||||||
| 7601 OLD YORK ROAD | MELROSE PARKEITHVILLE | PA | 19027 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 | |
| FEDERATION ALLIED JEWISH APPEAL | ||||||||
| 226 SOUTH 16TH STREET | PHILADELPHIA | PA | 19102 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,036 | |
| ABRAMSON CENTER FOR JEWISH LIFE | ||||||||
| 1425 HORSHAM ROAD | NORTH WALES | PA | 19454 | NONE | PUBLIC CHARITY | UNRESTRICTED | $10,700 | |
| PHILADELPHIA MUSEUM OF ART | ||||||||
| 2600 BENJAMIN FRANKLIN PKWY | PHILADELPHIA | PA | 19130 | NONE | PUBLIC CHARITY | UNRESTRICTED | $11,450 | |
| JEWISH FEDERATION OF GREATER PHILADELPHIA | ||||||||
| 2101 STRAHLE STREET | PHILADELPHIA | PA | 19152 | NONE | PUBLIC CHARITY | UNRESTRICTED | $17,402 | |
| FOOD ALLERGY RESEARCH INITIATIVE | ||||||||
| 7925 JONES BRANCH DR | MCLEAN | VA | 22102 | NONE | PUBLIC CHARITY | UNRESTRICTED | $250 | |
| MANNA | ||||||||
| 20706 LOCUST WAY | LYNNWOOD | WA | 98036 | NONE | PUBLIC CHARITY | UNRESTRICTED | $250 | |
| ANGUILLA PROGRESSIVE ASSOCIATION OF NY | ||||||||
| 579 MINEOLA AVENUE | CARLE PLACE | NY | 11514 | NONE | PUBLIC CHARITY | UNRESTRICTED | $100 | |
| STRATFORD FRIENDS SCHOOL | ||||||||
| 2 BISHOP HOLLOW ROAD | NEWTOWN SQUARE | PA | 19073 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $183,772 | 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 | $69,029 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $959 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $69,988 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $69,988 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MANHATTAN BEER DISTRIBUTORS LLC | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 WALNUT AVENUE | AddressLine1 |
| City | BRONX | City |
| State | NY | State |
| ZIP Code | 10454 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $125,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (12 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DEERE & CO 6.95%, DUE 4/25/2014 | $27,310 | $25,513 |
| GE CAP CORP DUE 9/15/2014 | $49,743 | $51,567 |
| GLAXOSMITHKLINE CAP INC 4.375% DUE 4/15/2014 | $27,498 | $25,279 |
| HONEYWELL INTERNATIONAL 5.3% DUE 3/15/2017 | $28,926 | $27,844 |
| JOHNSON & JOHNSON 5.55%, DUE 8/15/2017 | $54,767 | $57,072 |
| MERCK & CO 4.75%, DUE 3/1/2015 | $26,152 | $26,239 |
| TARGET CORP | $24,793 | $26,356 |
| TENNESSEE VALLEY AUTH 4.375% DUE 6/15/2015 | $53,190 | $52,845 |
| TENNESSEE VALLEY AUTH 6.25% DUE 12/15/2017 | $29,915 | $29,584 |
| UNITED PARCEL SERVICE 3.875% DUE 4/1/2014 | $54,174 | $50,414 |
| WALMART STORES 5.8% DUE 2/15/2018 | $60,139 | $57,780 |
| WELLS FARGO & CO 3.625% DUE 4/15/2015 | $26,081 | $26,003 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $373,539 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $368,475 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $72,136 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $75,460 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (17 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ENERGY SECTOR SPDR FUND | FMV | $32,173 | $81,252 |
| GATEWAY TRUST GATEWAY FUND CLASS Y | FMV | $144,098 | $156,289 |
| ISHARES TR MSCI EAFE | FMV | $395,372 | $466,981 |
| ISHARES TR RUSSELL 1000 INDEX FUND | FMV | $158,129 | $293,003 |
| ISHARES TR S&P SMALLCAP | FMV | $188,390 | $360,129 |
| ISRAEL ST 2ND MAZEL TOV SAVINGS, 5 YEAR 2.12% | FMV | $2,500 | $2,500 |
| ISRAEL ST 3RD JUBILEE, VAR%, DUE 11/1/2016 | FMV | $2,500 | $2,500 |
| ISRAEL ST 6TH JUBILEE 1.33% DUE 11/1/2015 | FMV | $5,000 | $4,925 |
| ISRAEL ST DOLLAR BD VAR % 7TH DEV, DUE 11/1/2016 | FMV | $2,500 | $4,029 |
| ISRAEL ST LIBOR BD VAR % DUE 10/1/2016 | FMV | $5,000 | $5,000 |
| ISRAEL ST MAZEL TOV SAVINGS 2.67% | FMV | $1,000 | $993 |
| ISRAEL ST MAZEL TOV SAVINGS 2.69% | FMV | $1,000 | $994 |
| ISRAEL ST MAZEL TOV SAVINGS, 1.81% | FMV | $2,500 | $2,413 |
| ISRAEL STATE 4TH SERIES MAZEL TOV 5 YR 1.66% DUE 11/1/17 | FMV | $2,500 | $2,296 |
| ISRAEL STATE 4TH SERIES MAZEL TOV 5 YR 1.66% DUE 11/1/17 | FMV | $2,500 | $2,296 |
| MIDCAP SPDR TRUST | FMV | $72,955 | $189,255 |
| VANGUARD ST INVESTMENT GRADE | FMV | $150,000 | $148,887 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK SERVICE CHARGES | $174 | $87 | $0 | $87 |
| INVESTMENT MANAGEMENT FEES | $2,800 | $1,400 | $0 | $1,400 |
| PA FILING FEE | $15 | $7 | $0 | $8 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MANHATTAN BEER DISTRIBUTORS LLC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 WALNUT AVENUE | AddressLine1 |
| City | BRONX | City |
| State | NY | State |
| ZIP Code | 10454 | ZIPCode |