efile Public Visual Render
ObjectId: 202443069349100409 - Submission: 2024-11-01
TIN: 23-7715836
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0047
20
23
Open to Public Inspection
For calendar year 2023, or tax year beginning
01-01-2023
, and ending
12-31-2023
Name of foundation
THE TUTTLEMAN FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
23 TETTEMER ROAD
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ERWINNA
,
PA
18920
A Employer identification number
23-7715836
B
Telephone number (see instructions)
(610) 667-2520
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
20,873,600
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
1,723,233
2
Check
.............
3
Interest on savings and temporary cash investments
526
526
4
Dividends and interest from securities
...
571,169
571,169
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
523,837
b
Gross sales price for all assets on line 6a
1,279,108
7
Capital gain net income (from Part IV, line 2)
...
523,837
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
List of Attached Documents:
// Content
163,755
163,755
0
12
Total.
Add lines 1 through 11
........
2,982,520
1,259,287
0
13
Compensation of officers, directors, trustees, etc.
0
0
0
0
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
List of Attached Documents:
// Content
7,991
0
0
4,758
c
Other professional fees (attach schedule)
....
List of Attached Documents:
// Content
48,390
0
0
19,575
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
List of Attached Documents:
// Content
9,979
0
0
4,037
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
List of Attached Documents:
// Content
68,325
68,325
0
0
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
134,685
68,325
0
28,370
25
Contributions, gifts, grants paid
.......
1,206,500
1,206,500
26
Total expenses and disbursements.
Add lines 24 and 25
1,341,185
68,325
0
1,234,870
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
1,641,335
b
Net investment income
(if negative, enter -0-)
1,190,962
c
Adjusted net income
(if negative, enter -0-)
...
0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2023)
Page 2
Form 990-PF (2023)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
1,372,173
1,636,453
1,636,453
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
10,435,188
List of Attached Documents:
// Content
11,287,482
11,436,070
c
Investments—corporate bonds (attach schedule)
.......
5,238,418
List of Attached Documents:
// Content
5,759,198
5,455,893
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
2,219,423
List of Attached Documents:
// Content
2,223,404
2,345,184
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
19,265,202
20,906,537
20,873,600
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
0
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
19,265,202
20,906,537
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
0
0
29
Total net assets or fund balances
(see instructions)
.....
19,265,202
20,906,537
30
Total liabilities and net assets/fund balances
(see instructions)
.
19,265,202
20,906,537
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
19,265,202
2
Enter amount from Part I, line 27a
.....................
2
1,641,335
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
20,906,537
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
20,906,537
Form
990-PF
(2023)
Page 3
Form 990-PF (2023)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a
HC ACOP TEMP
P
2023-07-14
2023-09-27
b
HC ACOP TEMP
P
2022-12-21
2023-04-03
c
HC ACOP TEMP
P
2023-04-06
2023-06-29
d
HC CAPITAL TRUST THE FIXED INCOME OPP
P
2015-06-24
2023-07-12
e
HC CAPITAL TRUST THE FIXED INCOME OPP
P
2015-03-25
2023-07-12
HC CAPITAL TRUST THE FIXED INCOME OPP
P
2015-01-14
2023-07-12
HC CAPITAL TRUST THE FIXED INCOME OPP
P
2022-03-25
2023-07-12
HC CAPITAL TRUST THE FIXED INCOME OPP
P
2014-12-12
2023-07-12
HC CAPITAL TRUST THE FIXED INCOME OPP
P
2019-09-20
2023-07-12
HC CAPITAL TRUST INSTL GRWTH EQUITY
P
2016-12-22
2023-05-19
HC CAPITAL TRUST THE FIXED INCOME OPP
P
2012-06-15
2023-07-12
HC CAPITAL TRUST THE FIXED INCOME OPP
P
2012-03-16
2023-07-12
HC CAPITAL TRUST THE FIXED INCOME OPP
P
2012-03-15
2023-07-12
HC CAPITAL TRUST THE FIXED INCOME OPP
P
2011-06-15
2023-07-12
HC CAPITAL TRUST THE FIXED INCOME OPP
P
2014-12-30
2023-07-12
HC CAPITAL TRUST THE FIXED INCOME OPP
P
2014-12-12
2023-07-12
HC CAPITAL TRUST THE FIXED INCOME OPP
P
2020-06-19
2023-07-12
HC CAPITAL TRUST THE FIXED INCOME OPP
P
2017-09-22
2023-07-12
HC CAPITAL TRUST THE FIXED INCOME OPP
P
2013-09-13
2023-07-12
HC CAPITAL TRUST INSTL GRWTH EQUITY
P
2017-02-01
2023-05-19
HC CAPITAL TRUST INSTL GRWTH EQUITY
P
2018-03-19
2023-05-19
HC CAPITAL TRUST INSTL GRWTH EQUITY
P
2018-09-21
2023-05-19
HC CAPITAL TRUST INSTL GRWTH EQUITY
P
2018-12-18
2023-05-19
HC CAPITAL TRUST INSTL GRWTH EQUITY
P
2020-11-11
2023-05-19
HC CAPITAL TRUST INSTL GRWTH EQUITY
P
2021-03-26
2023-05-19
HC CAPITAL TRUST INSTL GRWTH EQUITY
P
2020-12-18
2023-05-19
HC CAPITAL TRUST INSTL GRWTH EQUITY
P
2016-12-22
2023-05-19
HC CAPITAL TRUST INSTL GRWTH EQUITY
P
2021-06-18
2023-05-19
HC CAPITAL TRUST INSTL GRWTH EQUITY
P
2021-09-17
2023-05-19
HC CAPITAL TRUST INSTL GRWTH EQUITY
P
2021-12-17
2023-05-19
HC CAPITAL TRUST THE EMERGING MARKETS
P
2013-05-30
2023-05-19
HC CAPITAL TRUST INSTL GRWTH EQUITY
P
2016-12-29
2023-05-19
HC CAPITAL TRUST INSTL GRWTH EQUITY
P
2013-09-19
2023-05-19
HC CAPITAL TRUST THE EMERGING MARKETS
P
2022-03-02
2023-05-19
HC CAPITAL TRUST THE FIXED INCOME OPP
P
2019-06-21
2023-07-12
HC CAPITAL TRUST INSTL GRWTH EQUITY
P
2020-12-15
2023-05-19
CAPITAL GAINS DIVIDENDS
P
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
94,238
94,238
0
b
131,270
131,270
0
c
5,342
5,342
0
d
4,762
4,934
-172
e
4,006
4,151
-145
24,502
25,000
-498
431
450
-19
4,240
4,345
-105
8,319
8,428
-109
563
723
-160
2,560
2,638
-78
9,503
10,000
-497
1,551
1,635
-84
1,449
1,555
-106
5,424
5,550
-126
3,280
3,361
-81
67
70
-3
7,121
7,224
-103
4,330
4,631
-301
21,090
27,000
-5,910
9,541
12,000
-2,459
789
996
-207
1,361
1,743
-382
156,504
200,000
-43,496
5,288
6,971
-1,683
8,338
10,687
-2,349
6,091
7,825
-1,734
3,702
5,332
-1,630
4,454
6,846
-2,392
6,811
10,627
-3,816
30,434
34,279
-3,845
780
988
-208
55,315
71,065
-15,750
4,566
5,335
-769
13,455
13,708
-253
19,375
24,324
-4,949
618,256
618,256
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
0
b
0
c
0
d
-172
e
-145
-498
-19
-105
-109
-160
-78
-497
-84
-106
-126
-81
-3
-103
-301
-5,910
-2,459
-207
-382
-43,496
-1,683
-2,349
-1,734
-1,630
-2,392
-3,816
-3,845
-208
-15,750
-769
-253
-4,949
618,256
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
523,837
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
1
16,554
b
All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
0
3
Add lines 1 and 2
...........................
3
16,554
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
0
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
16,554
6
Credits/Payments:
a
2023 estimated tax payments and 2022 overpayment credited to 2023
6a
11,169
b
Exempt foreign organizations—tax withheld at source
......
6b
0
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
15,000
d
Backup withholding erroneously withheld
..........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
26,169
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
204
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
9,411
11
Enter the amount of line 10 to be:
Credited to 2024 estimated tax
9,411
Refunded
11
0
Form
990-PF
(2023)
Page 4
Form 990-PF (2023)
Page
4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
.........
4a
Yes
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
Yes
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XIV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
PA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
List of Attached Documents:
// Content
...............................
10
Yes
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
HTTPS://TUTTLEMANFOUNDATION.ORG
14
The books are in care of
THE FOUNDATION'S OFFICERS
Telephone no.
(610) 294-9440
Located at
23 TETTEMER ROAD
ERWINNA
PA
ZIP+4
189209259
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form
990-PF
(2023)
Page 5
Form 990-PF (2023)
Page
5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
...........
1a(1)
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
..............................
1a(2)
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
...........
1a(3)
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
............
1a(4)
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
......................
1a(5)
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
...............
1a(6)
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
..........
1b
c
Organizations relying on a current notice regarding disaster assistance check here
........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023?
.............
1d
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?
....................
2a
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
..............................
3a
Yes
b
If "Yes," did it have excess business holdings in 2023 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.)
.....................
3b
No
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023?
..
4b
No
Form
990-PF
(2023)
Page 6
Form 990-PF (2023)
Page
6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
..........
5a(1)
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
....................
5a(2)
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
.............
5a(3)
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
........................
5a(4)
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.............
5a(5)
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
........
5b
c
Organizations relying on a current notice regarding disaster assistance check
.........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
.................
5d
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.............................
6a
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
.....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.........................
8
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
STEVEN M TUTTLEMAN
TRUSTEE
3.00
0
0
0
23 TETTEMER RD
ERWINNA
,
PA
18920
DAVID Z TUTTLEMAN
TRUSTEE
3.00
0
0
0
23 TETTEMER RD
ERWINNA
,
PA
18920
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2023)
Page 7
Form 990-PF (2023)
Page
7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
NONE
Total
number of others receiving over $50,000 for professional services
.............
0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part VIII-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
0
Form
990-PF
(2023)
Page 8
Form 990-PF (2023)
Page
8
Part IX
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
15,487,384
b
Average of monthly cash balances
.......................
1b
774,080
c
Fair market value of all other assets (see instructions)
................
1c
2,169,714
d
Total
(add lines 1a, b, and c)
.........................
1d
18,431,178
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
18,431,178
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions)
.............................
4
276,468
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3.
............
5
18,154,710
6
Minimum investment return.
Enter 5% (0.05) of line 5
................
6
907,736
Part X
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part IX, line 6
..................
1
907,736
2a
Tax on investment income for 2022 from Part V, line 5
.......
2a
16,554
b
Income tax for 2022. (This does not include the tax from Part V.)
...
2b
c
Add lines 2a and 2b
............................
2c
16,554
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
891,182
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
891,182
6
Deduction from distributable amount (see instructions)
.................
6
0
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1
...
7
891,182
Part XI
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
1,234,870
b
Program-related investments—total from Part VIII-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part XII, line 4.
.......
4
1,234,870
Form
990-PF
(2023)
Page 9
Form 990-PF (2023)
Page
9
Part XII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2022
(c)
2022
(d)
2023
1
Distributable amount for 2023 from Part X, line 7
891,182
2
Undistributed income, if any, as of the end of 2022:
a
Enter amount for 2022 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2022:
a
From 2018
......
235,690
b
From 2019
......
240,035
c
From 2020
......
384,915
d
From 2021
......
e
From 2022
......
102,706
f
Total
of lines 3a through e
........
963,346
4
Qualifying distributions for 2023 from Part
XI, line 4:
$
1,234,870
a
Applied to 2022, but not more than line 2a
0
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
0
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2023 distributable amount
.....
891,182
e
Remaining amount distributed out of corpus
343,688
5
Excess distributions carryover applied to 2023.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
1,307,034
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024
..........
0
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
0
8
Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions)
...
235,690
9
Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a
......
1,071,344
10
Analysis of line 9:
a
Excess from 2019
....
240,035
b
Excess from 2020
....
384,915
c
Excess from 2021
....
d
Excess from 2022
....
102,706
e
Excess from 2023
....
343,688
Form
990-PF
(2023)
Page 10
Form 990-PF (2023)
Page
10
Part XIII
Private Operating Foundations
(see instructions and Part VI-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling
......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2023
(b)
2022
(c)
2021
(d)
2020
b
85% (0.85) of line 2a
.........
c
Qualifying distributions from Part XI,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed
..
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2023)
Page 11
Form 990-PF (2023)
Page
11
Part XIV
Supplementary Information
(continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
UNIVERSITY OF SOUTHERN CALIFORNIA
669 WEST 34TH STREET
LOS ANGELES
,
CA
90089
NONE
CHARITABLE
63,000
LOS ANGELES LGBT CENTER
1118 N MCCADDEN PLACE
LOS ANGELES
,
CA
90038
NONE
CHARITABLE
5,000
PUNDARIKA FOUNDATION
PO BOX 57
CRESTONE
,
CO
81131
NONE
CHARITABLE
10,000
CHABAD JEWISH COMMUNITY CENTER
435 WEST MAIN STREET
ASPEN
,
CO
81611
NONE
CHARITABLE
2,000
SHATTERPROOF
101 MERRITT 7 CORPORATE PARK 1ST
FLOOR
NORWALK
,
CT
06851
NONE
CHARITABLE
5,000
WORLD CENTRAL KITCHEN INC
200 MASS AVENUE NW 7TH FLOOR
WASHINGTON
,
DC
20001
NONE
CHARITABLE
25,000
FOOD BANK OF DELAWARE
222 LAKE DRIVE
NEWARK
,
DE
19702
NONE
CHARITABLE
20,000
THE DELAWARE CENTER FOR CONTEMPORARY ARTS INC
200 S SOUTH MADISON STREET
WILMINGTON
,
DE
18901
NONE
CHARITABLE
10,000
WILMINGTON BALLET ACADEMY OF THE DANCE
1709 GILPIN AVENUE
WILMINGTON
,
DE
19806
NONE
CHARITABLE
5,000
WILMINGTON FRIENDS SCHOOL INC
101 SCHOOL ROAD
WILMINGTON
,
DE
19803
NONE
CHARITABLE
23,000
MINISTRY OF CARING INC
115 EAST 14TH STREET
WILMINGTON
,
DE
198013209
NONE
CHARITABLE
5,000
DELAWARE ART MUSEUM
2301 KENTMERE PARKWAY
WILMINGTON
,
DE
19806
NONE
CHARITABLE
5,000
DELAWARE THEATRE COMPANY
200 WATER STREET
WILMINGTON
,
DE
19801
NONE
CHARITABLE
15,000
SPECIAL OLYMPICS DELAWARE
619 S COLLAGE AVENUE
NEWARK
,
DE
19716
NONE
CHARITABLE
5,000
HUMANE ANIMAL PARTNERS INC
455 STANTON CHRISTIANA ROAD
NEWARK
,
DE
19713
NONE
CHARITABLE
5,000
BLUE HEN VETERANS AND FRIENDS INC
221 AUTUMNWOOD DRIVE
NEWARK
,
DE
19711
NONE
CHARITABLE
2,500
KALMAR NYCKEL FOUNDATION
1124 EAST SEVENTH STREET
WILMINGTON
,
DE
19801
NONE
CHARITABLE
5,000
USA BREAKIN
3300 NASSAU DRIVE
MIRAMAR
,
FL
33023
NONE
CHARITABLE
5,000
GLOBAL EMPOWERMENT MISSION
1810 NW 94TH AVENUE
DORAL
,
FL
33172
NONE
CHARITABLE
12,500
MINORITIES FOR MEDICAL MARIJUANA
1335 BROKEN OAK DRIVE
WINTER GARDEN
,
FL
34787
NONE
CHARITABLE
10,000
CHILDREN OF RESTAURANT EMPLOYEES LTD
3550 GEORGE BUSBEE PARKWAY SUITE
190
KENNESAW
,
GA
30144
NONE
CHARITABLE
10,000
LINCOLN PARK ZOOLOGICAL SOCIETY
2001 NORTH CLARK STREET
CHICAGO
,
IL
60614
NONE
CHARITABLE
10,000
INSIGHT MEDITATION SOCIETY
1230 PLEASANT STREET
BARRE
,
MA
01005
NONE
CHARITABLE
153,000
INTERNATIONAL RESQUE COMMITTEE
PO BOX 6068
ALBERTA LEA
,
MN
560079847
NONE
CHARITABLE
12,500
HOOP DREAMS INC
2141 ROUTE 38 EAST 605W
CHERRY HILL
,
NJ
08002
NONE
CHARITABLE
2,500
NEVADA DIABETES ASSOCIATION FOR CHILDREN AND ADULTS
6585 HIGH STREET SUITE 129
LAS VEGAS
,
NV
89113
NONE
CHARITABLE
5,500
DAZZLE AFRICA
11700 W CHARLESTON BLVD 170-66
LAS VEGAS
,
NV
89135
NONE
CHARITABLE
5,000
CARIDAD INC
2540 S MARYLAND PARKWAY 197
LAS VEGAS
,
NV
89109
NONE
CHARITABLE
15,000
THE CUPCAKE GIRLS
418 W MESQUITE AVENUE
LAS VEGAS
,
NV
89108
NONE
CHARITABLE
4,000
LAS VEGAS RESCUE MISSION
480 WEST BONANZA ROAD
LAS VEGAS
,
NV
891063227
NONE
CHARITABLE
2,500
DISCOVERY CHILDREN'S MUSEUM
360 PROMENADE PLACE
LAS VEGAS
,
NV
89106
NONE
CHARITABLE
6,500
SOUTHERN NEVADA ASSOCIATION OF PRIDE INC
4001 S DECATUR 37-540
LAS VEGAS
,
NV
89103
NONE
CHARITABLE
10,000
FIRST FRIDAY FOUNDATION
1025 SOUTH FIRST STREET SUITE 170
LAS VEGAS
,
NV
89101
NONE
CHARITABLE
7,500
NEVADA VISIONARIES
7824 ROBINGLEN AVENUE
LAS VEGAS
,
NV
891318211
NONE
CHARITABLE
10,000
ADVANCEMENT BY INVOLVEMENT
2462 CITRUS GARDEN CIRCLE
HENDERSON
,
NV
89052
NONE
CHARITABLE
2,500
AMERICAN LUNG ASSOCIATION OF NEVADA
3552 W CHEYENNE AVENUE SUITE 130
NORTH LAS VEGAS
,
NV
89032
NONE
CHARITABLE
5,000
THE GIVING WATER
4732 ROSALIE CIRCLE
NORTH LAS VEGAS
,
NV
89031
NONE
CHARITABLE
4,000
DAN AND THE LIONS DENN
4522 MINARET WAY
NORTH LAS VEGAS
,
NV
89031
NONE
CHARITABLE
5,000
OBODO COLLECTIVE
1221 STAR MEADOW DRIVE
NORTH LAS VEGAS
,
NV
890304781
NONE
CHARITABLE
5,000
THE SHADE TREE INC
ONE WEST OWENS AVENUE
NORTH LAS VEGAS
,
NV
89030
NONE
CHARITABLE
3,000
JSTLV
HC81 BOX 363-5
LAS VEGAS
,
NV
87701
NONE
CHARITABLE
5,000
HELPING HANDS OF VEGAS VALLEY INC
3640 N 5TH STREET SUITE 130
NORTH LAS VEGAS
,
NV
89032
NONE
CHARITABLE
20,000
NEVADA BALLET THEATRE
1651 INNER CIRCLE
LAS VEGAS
,
NV
89134
NONE
CHARITABLE
5,000
COVENANT HOUSE INTERNATIONAL
461 EIGHTH AVENUE 19TH FLOOR
NEW YORK
,
NY
10001
NONE
CHARITABLE
1,000
ANTI-DEFAMATION LEAGUE
605 THIRD AVENUE
NEW YORK
,
NY
10158
NONE
CHARITABLE
25,000
TRICYCLE
89 5TH AVENUE SUITE 301
NEWYORK
,
NY
10003
NONE
CHARITABLE
5,000
NYU SCHOOL OF LAW OFFICE OF DEVELOPMENT AND ALUMNI RELATIONS
22 WASHINGTON SQUARE NORTH 2ND
FLOOR
NEW YORK
,
NY
10011
NONE
CHARITABLE
125,000
NYU STERN
GIFT PROCESSING CENTER 547
LAGUARDIA PLACE
NEW YORK
,
NY
10012
NONE
CHARITABLE
5,000
NEW YORK UNIVERSITY
50 WEST 4TH STREET
NEW YORK
,
NY
10012
NONE
CHARITABLE
30,000
FRIENDS OF DUANE PARK
55 HUDSON STREET
NEW YORK
,
NY
10013
NONE
CHARITABLE
500
THE TANK
312 WEST 36TH STREET L5T FLOOR
NEW YORK
,
NY
10018
NONE
CHARITABLE
7,500
BARNARD COLLEGE
3009 BROADWAY
NEW YORK
,
NY
10027
NONE
CHARITABLE
50,000
NEW ENGLAND REGION LEUKEMIA & LYMPHOMA SOCIETY
PO BOX 22470
NEW YORK
,
NY
100872470
NONE
CHARITABLE
3,500
BRENNAN CENTER FOR JUSTICE
120 BROADWAY SUITE 1750
NEW YORK
,
NY
10271
NONE
CHARITABLE
25,000
ANIMAL DEFENSE PARTNERSHIP
923 SAW MILL RIVER ROAD 242
ARDSLEY
,
NY
10502
NONE
CHARITABLE
5,000
SOUTH FORK BAKERY FOR THE SPECIAL NEEDS CORP
3333 NOYACK RD
SAG HARBOR
,
NY
11963
NONE
CHARITABLE
5,000
FRIENDS JOURNAL
1501 CHERRY STREET
PHILADELPHIA
,
PA
19102
NONE
CHARITABLE
500
PHILADELPHIA ACADEMIES INC
1500 JFK BOULEVARD SUITE 312
PHILADELPHIA
,
PA
19102
NONE
CHARITABLE
2,500
MAGHEE REHABILITATION HOSPITAL- JEFFERSON HEALTH
1513 RACE STREET
PHILADELPHIA
,
PA
19102
NONE
CHARITABLE
50,000
LUTHERAN SETTLEMENT HOUSE
1340 FRANKFORD AVENUE
PHILADELPHIA
,
PA
19122
NONE
CHARITABLE
2,500
THE EVERYWHERE PROJECT
531 SOUTH 17TH STREET
PHILADELPHIA
,
PA
19103
NONE
CHARITABLE
10,000
PHILADELPHIA MUSIC AND ARTS FESTIVAL INC
30 NARBROOK PARK
NARBETH
,
PA
19072
NONE
CHARITABLE
5,000
PARKWAY COUNCIL FOUNDATION
1651 BENJAMIN FRANKLIN PARKWAY
PHILADELPHIA
,
PA
19103
NONE
CHARITABLE
2,500
PENNSYLVANIA CHAPTER AMERICAN ACADEMY OF PEDIATRICS
1400 N PROVIDENCE ROAD SUITE 4000
MEDIA
,
PA
19063
NONE
CHARITABLE
5,000
EPHRATA RECREATION CENTER
130 SOUTH ACADEMY DRIVE
EPHRATA
,
PA
17522
NONE
CHARITABLE
5,000
FRIENDS OF THE DELAWARE CANAL
145 S MAIN ST
NEW HOPE
,
PA
18938
NONE
CHARITABLE
2,500
DELAWARE VALLEY VOLUNTEER FIRE COMPANY QRS
75 HEADQUARTERS ROAD
ERWINNA
,
PA
189209234
NONE
CHARITABLE
250
TINICUM CONSERVANCY
PO BOX 206 965 RIVER ROAD
ERWINNA
,
PA
18920
NONE
CHARITABLE
2,500
TRAVIS MANION FOUNDATION
164 EAST STATE STREET
DOYLESTOWN
,
PA
18901
NONE
CHARITABLE
5,000
HUMANITARIAN SOCIAL INNOVATIONS
301 BROADWAY SUITE 115
BETHLEHEM
,
PA
18015
NONE
CHARITABLE
2,500
PHILADELPHIA MUSIC ALLIANCE
1601 MARKET STREET SUITE 2525
PHILADELPHIA
,
PA
19103
NONE
CHARITABLE
3,500
RACHEL CARLSON HOMESTEAD
PO BOX 46
SPRINGDALE
,
PA
15144
NONE
CHARITABLE
2,500
PHILADELPHIA CHINATOWN DEVELOPMENT CORPORATION
301 NORTH 9TH STREET
PHILADELPHIA
,
PA
19017
NONE
CHARITABLE
4,000
TEMPLE UNIVERSITY
1810 LIACOROUS WALK STE 412
PHILADELPHIA
,
PA
19122
NONE
CHARITABLE
67,000
GREENE TOWNE MONTESSORI
55 N 22ND STREET
PHILADELPHIA
,
PA
19103
NONE
CHARITABLE
7,500
THE FUND FOR THE SCHOOL DISTRICT OF PHILADELPHIA
30 S 17TH STREET 11TH FLOOR
PHILADELPHIA
,
PA
19103
NONE
CHARITABLE
2,500
MANKIND AGAINST POVERTY HOLISTIC COMMUNITY DEVELOPMENT CORPORATION
1533 W STILES STREET
PHILADELPHIA
,
PA
19122
NONE
CHARITABLE
2,500
BY MY SIDE
1542 E MONTGOMERY AVENUE
PHILADELPHIA
,
PA
19125
NONE
CHARITABLE
2,500
FRIENDS OF HORATIO B HACKETT SCHOOL
2135 E SERGEANT STREET
PHILADELPHIA
,
PA
19125
NONE
CHARITABLE
2,000
UPLIFT CENTER FOR GRIEVING CHILDREN
3300 HENRY AVENUE SUITE 102
PHILADELPHIA
,
PA
19129
NONE
CHARITABLE
1,000
THE LINCOLN FINANCIAL MURAL ARTS CENTER AT THE THOMAS EAKINS HOUSE
1727-29 MOUNT VERNON STREET
PHILADELPHIA
,
PA
19130
NONE
CHARITABLE
5,000
A HOME FROM SHANA FOUNDATION INC
4614 CONSHOHOCKEN AVENUE
PHILADELPHIA
,
PA
19131
NONE
CHARITABLE
2,500
STRAWBERRY MANSION LEARNING CENTER
2946 W DAUPHIN STREET
PHILADELPHIA
,
PA
19132
NONE
CHARITABLE
5,000
RELENTLESS COMMUNITY DEVELOPMENT
4829 D STREET
PHILADELPHIA
,
PA
19120
NONE
CHARITABLE
2,500
JACK COSTELLO BOXING CLUB
6846 TORRESDALE AVENUE
PHILADELPHIA
,
PA
19135
NONE
CHARITABLE
6,000
RAIR PHILLY
7333 MILNOR STREET
PHILADELPHIA
,
PA
19136
NONE
CHARITABLE
10,000
SHARING EXCESS INC
5109 WARREN STREET
PHILADELPHIA
,
PA
19139
NONE
CHARITABLE
5,000
ANIMAL CARE AND CONTROL TEAM
111 WEST HUNTING PARK AVENUE
PHILADELPHIA
,
PA
19140
NONE
CHARITABLE
2,500
MUSLIMS 4 HUMANITY
1031 S 60TH STREET
PHILADELPHIA
,
PA
19143
NONE
CHARITABLE
7,500
GREENE TOWNE MONTESSORI
2121 ARCH STREET
PHILADELPHIA
,
PA
19103
NONE
CHARITABLE
5,000
LOMBARD SWIM CLUB
2040 LOMBARD STREET
PHILADELPHIA
,
PA
19146
NONE
CHARITABLE
5,750
FEDERATION OF NEIGHBORHOOD CENTERS
1901 S 9TH STREET BOK ROOM 212
PHILADELPHIA
,
PA
19148
NONE
CHARITABLE
5,000
FRATERNAL ORDER OF POLICE LODGE
5 11630 CAROLINE ROAD 3
PHILADELPHIA
,
PA
19154
NONE
CHARITABLE
2,500
PHILADELPHIA RAMADAN & EID FUND
287 LAWNDALE AVENUE
KING OF PRUSSIA
,
PA
19406
NONE
CHARITABLE
5,000
PHILADELPHIA VETERANS PARADE
88 S SPRING LANE
PHOENIXVILLE
,
PA
19460
NONE
CHARITABLE
5,000
DREXEL UNIVERSITY
3020 MARKET STREET SUITE 510
PHILADELPHIA
,
PA
19118
NONE
CHARITABLE
5,000
PHILADELPHIA POLICE FOUNDATION
PO BOX 4358
PHILADELPHIA
,
PA
19118
NONE
CHARITABLE
2,500
FRIENDS OF THE WISSAHICKON INC
40 W EVERGREEN AVENUE SUITE 108
PHILADELPHIA
,
PA
19118
NONE
CHARITABLE
1,000
THE MANN CENTER FOR THE PERFORMING ARTS
123 SOUTH BROAD STREET SUITE 815
PHILADELPHIA
,
PA
19109
NONE
CHARITABLE
5,000
HEIGHTS PHILADELPHIA
123 SOUTH BROAD STREET SUITE 850
PHILADELPHIA
,
PA
19109
NONE
CHARITABLE
62,500
MANTUA CIVIC ASSOCIATION
PO BOX 7701
PHILADELPHIA
,
PA
19104
NONE
CHARITABLE
2,500
PHILADELPHIA ZOO
3400 W GIRARD AVENUE
PHILADELPHIA
,
PA
19104
NONE
CHARITABLE
2,500
PHILADELPHIA PARKS ALLIANCE
1900 MARKET STREET FLOOR 8
PHILADELPHIA
,
PA
19103
NONE
CHARITABLE
5,000
SOUL FOOD CDC
2341 WHARTON STREET
PHILADELPHIA
,
PA
19146
NONE
CHARITABLE
3,000
THE SUNDAY LOVE PROJECT
2723 MERCER STREET
PHILADELPHIA
,
PA
19134
NONE
CHARITABLE
3,500
US SKI & SNOWBOARD FOUNDATION
1 VICTORY LANE BOX 100
PARK CITY
,
UT
84060
NONE
CHARITABLE
15,000
Total
.................................
3a
1,206,500
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2023)
Page 12
Form 990-PF (2023)
Page
12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
526
4
Dividends and interest from securities
....
14
571,169
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
41
163,755
8
Gain or (loss) from sales of assets other than
inventory
............
18
523,837
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
0
1,259,287
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
1,259,287
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form
990-PF
(2023)
Page 13
Form 990-PF (2023)
Page
13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
2024-10-30
May the IRS discuss this return
with the preparer shown below?
See instructions.
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
BRIAN D KITCHEN
Preparer's Signature
Date
Check if self-
employed
PTIN
P01329730
Firm's name
KREISCHER MILLER
Firm's EIN
23-1980475
Firm's address
100 WITMER ROAD SUITE 350
HORSHAM
,
PA
190442369
Phone no.
(215) 441-4600
Form
990-PF
(2023)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description