JOSEPH ALEXANDER FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH ALEXANDER FOUNDATION INC (EIN 51-0175951)
- Tax period
- 2023-11-01 to 2024-10-31
- Filed
- 2025-02-27
- IRS object ID
- 202510589349100406
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-27T10:55:40-06:00 | ReturnTs |
| Tax Period End | 2024-10-31 | 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 ADVISORY GROUP LP | 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 | 2023-11-01 | 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 | 2025-02-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KERRI N BOGDA CPA | PreparerPersonNm |
| PTIN | P00760402 | PTIN |
| Phone | 7177404863 | PhoneNum |
| Preparation | 2025-02-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,630,141 | 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 | $442,528 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $442,528 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $865,477 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,918,081 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $865,477 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,308,005 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,308,005 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $66,800 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,020 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $56,780 | 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 | $7,710 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,156 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,648 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $123,680 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $123,680 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $84,414 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,682 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,548 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $23,452 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,352 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $20,100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $318,556 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $141,765 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $103,701 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $799,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $799,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,117,856 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $141,765 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $903,001 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $190,149 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,166,240 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $312,652 | CashBOYAmt |
| Cash EOY | $559,314 | CashEOYAmt |
| Cash EOYFMV | $559,314 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $875,000 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $675,000 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $675,000 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $69 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $69 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $15,275,343 | CorporateStockBOYAmt |
| Corporate Stock EOY | $18,383,683 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,383,683 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $13,591 | OtherAssetsBOYAmt |
| Other Assets EOY | $12,075 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $12,075 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $16,476,586 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,630,141 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,630,141 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $8,470 | AccountsPayableBOYAmt |
| Other Liabilities BOY | $112,302 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $174,247 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $120,772 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $174,247 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $16,355,814 | RetainedEarningBOYAmt |
| Retained Earning EOY | $19,455,894 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,355,814 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,455,894 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,476,586 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,630,141 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,355,814 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $190,149 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,909,931 | OtherIncreasesAmt |
| Subtotal | $19,455,894 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,455,894 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALES OF SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $3,918,081 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,052,604 | CostOrOtherBasisAmt |
| Gain Or Loss | $865,477 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $865,477 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $865,477 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,211 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16,211 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16,211 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,280 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $16,280 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $69 | OverpaymentAmt |
| Applied To ES Tax | $69 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| 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 | $3,500 | $0 | $0 |
| JESSICA ROSENBERG | ||||||||
| PO BOX 433 | FT WASHINGTON | PA | 190340433 | DIRECTOR | 1.00 | $3,500 | $0 | $0 |
| JUSTIN WINDHEIM | ||||||||
| PO BOX 433 | FT WASHINGTON | PA | 190340433 | DIRECTOR | 1.00 | $3,500 | $0 | $0 |
| NOAH SNYDER-MACKLER | ||||||||
| PO BOX 433 | FT WASHINGTON | PA | 190340433 | DIRECTOR | 1.00 | $3,500 | $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 | $92,206 | 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 | $18,387,586 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $445,436 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,833,022 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,833,022 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $282,495 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,550,527 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $927,526 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $927,526 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,211 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,211 | TotalTaxAmt |
| Distributable Before Adj | $911,315 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $911,315 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $911,315 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $903,001 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $903,001 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $911,315 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $172,781 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $172,781 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $903,001 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $903,001 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $8,314 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $8,314 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $164,467 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $164,467 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $164,467 | 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 (49 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABRAMSON SENIOR CARE | |||||||
| 261 OLD YORK ROAD | JENKINTOWN | PA | 19046 | NONE | PC | CHARITABLE | $7,500 |
| ALS ASSOCIATION FLORIDA CHAPTER | |||||||
| 3242 PARKSIDE CENTER CIRCLE | TAMPA | FL | 33619 | NONE | PC | CHARITABLE | $25,000 |
| ALS UNITED (ASSOCIATION GREATER PHILADELPHIA CHAPTER) | |||||||
| 321 NORRISTOWN RD | AMBLER | PA | 19002 | NONE | PC | CHARITABLE | $32,500 |
| AMERICA ISRAEL DEMOCRACY COALITION | |||||||
| 755 WEST LANCASTER AVE | BRYN MAWR | PA | 19010 | NONE | PC | CHARITABLE | $20,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 1818 MARKET STREET SUITE 2820 | PHILADELPHIA | PA | 19103 | NONE | PC | CHARITABLE | $5,000 |
| AMERICAN FRIENDS ANU (FORMERLY BEIT HATEFUTSOT) | |||||||
| 633 THIRD AVE21ST FLOOR | NEW YORK | NY | 10017 | NONE | PC | CHARITABLE | $50,000 |
| AMERICAN FRIENDS OF BAR ILAN UNIVERSITY | |||||||
| 160 E 56TH STREET | NEW YORK | NY | 10022 | NONE | PC | CHARITABLE | $50,000 |
| AMERICAN FRIENDS OF GENESIS FOUNDATION | |||||||
| 3 RICHLAND DRIVE | SPRINGFIELD | NJ | 07081 | NONE | PC | EDUCATIONAL | $50,000 |
| AMERICAN FRIENDS OF LEKET ISRAEL | |||||||
| PO BOX 2090 | TEANECK | NJ | 07666 | NONE | PC | CHARITABLE | $5,000 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| 20 WEST 36TH STREET | NEW YORK | NY | 10018 | NONE | PC | CHARITABLE | $20,000 |
| AMERICANS FOR BEN GURION UNIVERSITY | |||||||
| 1001 AVENUE OF THE AMERICAS | NEW YORK | NY | 10018 | NONE | PC | CHARITABLE | $15,000 |
| CAMERA | |||||||
| PO BOX 35040 | BOSTON | MA | 02135 | NONE | PC | CHARITABLE | $20,000 |
| CENTER FOR JEWISH HISTORY - YIVO | |||||||
| 15 WEST 16TH STREET | NEW YORK | NY | 10011 | NONE | PC | CHARITABLE | $10,000 |
| CHAMAH | |||||||
| NEW YORK NY 10105 | NEW YORK | NY | 10170 | NONE | PC | CHARITABLE | $50,000 |
| CLAL | |||||||
| 440 PARK AVENUE SOUTH | NEW YORK | NY | 10016 | NONE | PC | CHARITABLE | $5,000 |
| DOROT | |||||||
| 171 WEST 85TH STREET | NEW YORK | NY | 10024 | NONE | PC | CHARITABLE | $5,000 |
| ELEM YOUTH IN DISTRESS | |||||||
| 121 WEST 36TH STREET | NEW YORK | NY | 10018 | NONE | PC | CHARITABLE | $5,000 |
| FELS EARLY LEARNING SERVICES | |||||||
| 10700 JAMISON AVE | PHILADELPHIA | PA | 19116 | NONE | PC | CHARITABLE | $5,000 |
| FRIENDS OF IR DAVID FOUNDATION | |||||||
| 99 WALL STREET 5727 | NEW YORK | NY | 10005 | NONE | PC | CHARITABLE | $50,000 |
| FRIENDS OF THE JEWISH CHAPEL UNITED STATES NAVAL ACADEMY | |||||||
| 326 FIRST STREET | ANNAPOLIS | MD | 21403 | NONE | PC | CHARITABLE | $7,500 |
| FRIENDS OF UNITED HATZALAH | |||||||
| 442 5TH AVENUE | NEW YORK | NY | 10018 | NONE | PC | CHARITABLE | $20,000 |
| FRIENDS OF YAD SARAH | |||||||
| 445 PARK AVE SUITE 1702 | NEW YORK | NY | 10022 | NONE | PC | CHARITABLE | $10,000 |
| HEBREW FREE LOAN SOCIETY | |||||||
| 8231 OLD YORK RD | WYNNEWOOD | PA | 19096 | NONE | PC | CHARITABLE | $2,500 |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE KRISTOL CENTER UNIVERSITY OF | |||||||
| 47 WEST DELAWARE AVE | NEWARK | DE | 19711 | NONE | PC | CHARITABLE | $5,000 |
| HILLELS OF THE FLORIDA SUNCOAST | |||||||
| 13101 USF SYCAMORE DR | TAMPA | FL | 33620 | NONE | PC | CHARITABLE | $10,000 |
| ISRAEL GUIDE DOG CENTER FOR THE BLIND | |||||||
| 968 EASTON RD | WARRINGTON | PA | 18976 | NONE | PC | CHARITABLE | $15,000 |
| JCHAI | |||||||
| 274 SOUTH BRYN MAWR AVE | BRYN MAWR | PA | 19010 | NONE | PC | CHARITABLE | $5,000 |
| JCRC-NY | |||||||
| 520 EIGHTH AVENUE | NY | NY | 10118 | NONE | PC | CHARITABLE | $7,500 |
| JEWISH BRAILLE INSTITUTE | |||||||
| 110 EAST 30TH STREET | NEW YORK | NY | 10016 | NONE | PC | CHARITABLE | $10,000 |
| JEWISH FAMILY AND CHILDREN'S SERVICES | |||||||
| 2100 ARCH ST | PHILA | PA | 19103 | NONE | PC | CHARITABLE | $7,500 |
| JEWISH FEDERATIONS OF NORTH AMERICA | |||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | NONE | PC | CHARITABLE | $5,000 |
| JEWISH MUSEUM | |||||||
| 1109 FIFTH AVENUE | NEW YORK | NY | 10128 | NONE | PC | CHARITABLE | $5,000 |
| JEWISH THEOLOGICAL SEMINARY | |||||||
| 3080 BROADWAY | NEW YORK | NY | 10027 | NONE | PC | CHARITABLE | $5,000 |
| KATE SVITEK MEMORIAL FOUNDATION | |||||||
| PO BOX 104 | AMBLER | PA | 19002 | NONE | PC | CHARITABLE | $2,500 |
| KEREN OR | |||||||
| 350 SEVENTH AVE | NEW YORK | NY | 10001 | NONE | PC | CHARITABLE | $5,000 |
| KISSES FOR KYLE | |||||||
| PO BOX 188 | WILLOW GROVE | PA | 19090 | NONE | PC | CHARITABLE | $2,500 |
| MARSHALL-WYTHE SCHOOL OF LAW FOUNDATION (WILLIAM & MARY) | |||||||
| PO BOX 3527 | WILLIAMSBURG | VA | 23187 | NONE | PC | EDUCATIONAL | $10,000 |
| MUSEUM OF JEWISH HERITAGE | |||||||
| 36 BATTERY PLACE | NEW YORK | NY | 10280 | NONE | PC | CHARITABLE | $5,000 |
| MYFACE | |||||||
| 333 EAST 30TH STREET LOBBY UNIT | NEW YORK | NY | 10016 | NONE | PC | CHARITABLE | $2,500 |
| OHR TORAH STONE | |||||||
| 49 WEST 45TH STREET | NEW YORK | NY | 10036 | NONE | PC | CHARITABLE | $30,000 |
| TAMPA JCCFEDERATION | |||||||
| 522 NORTH HOWARD AVENUE | TAMPA | FL | 33606 | NONE | PC | CHARITABLE | $25,000 |
| TENEMENT MUSEUM | |||||||
| 91 ORCHARD STREET | NEW YORK | NY | 10002 | NONE | PC | CHARITABLE | $10,000 |
| TIKKUN HAYAM REPAIR THE SEA | |||||||
| 3225 S MACDILL AVENUE | TAMPA | FL | 33629 | NONE | PC | CHARITABLE | $5,000 |
| UPPER DUBLIN EDUCATION FOUNDATION | |||||||
| 1580 FORT WASHINGTON AVE | MAPLE GLEN | PA | 19002 | NONE | PC | EDUCATIONAL | $10,000 |
| VALLEY BEIT MIDRASH | |||||||
| 4645 E MARILYN RD | PHOENIX | AZ | 85032 | NONE | PC | CHARITABLE | $15,000 |
| WEITZMAN NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY | |||||||
| 101 SOUTH INDEPENDENCE MALL EAST | PHILADELPHIA | PA | 19106 | NONE | PC | CHARITABLE | $10,000 |
| WESTERN WALL HERITAGE FOUNDATION | |||||||
| 587 FIFTH AVENUE | NEW YORK | NY | 10017 | NONE | PC | CHARITABLE | $50,000 |
| WILSHIRE BOULEVARD TEMPLE | |||||||
| 3663 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90010 | NONE | PC | RELIGOUS | $20,000 |
| YESHIVA UNIVERSITY | |||||||
| 500 WEST 185TH STREET | NEW YORK | NY | 10033 | NONE | PC | EDUCATIONAL | $51,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $799,300 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $442,528 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $865,477 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,308,005 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,308,005 | 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 | $7,710 | Amt |
| Net Investment Income | $1,156 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,648 | 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 | $18,383,683 | EOYBookValueAmt |
| EOYFMV | $18,383,683 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST RECEIVABLE | $9,757 | $8,677 | $8,677 |
| ACCRUED DIVIDEND RECEIVABLE | $3,834 | $3,398 | $3,398 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVERTISING | $170 | $0 | $170 |
| CERTIFICATION FEES | $186 | $0 | $186 |
| NYS AND PA FILING FEES | $750 | $0 | $750 |
| OFFICE EXPENSE | $22,346 | $3,352 | $18,994 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED GAIN | Desc |
| Amt | $2,909,931 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED TAXES PAYABLE | $111,276 | $174,247 |
| CURRENT TAXES PAYABLE | $1,026 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $123,680 | Amt |
| Net Investment Income | $123,680 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $1,056 | $1,056 | $0 |
| PAYROLL TAXES | $4,174 | $626 | $3,548 |
| FEDERAL TAXES | $79,184 | $0 | $0 |