2024-11-14T13:15:54-06:00 2023-12-31 ERNST & YOUNG US LLP One Manhattan West NEW YORK NY 10001 990PF 2023-01-01 475669066 FORMAN FAMILY FOUNDATION % RICHARD P FORMAN FORM 8567957744 1141 WINDING DRIVE CHERRY HILL NJ 08003 RICHARD FORMAN TRUSTEE 8564282044 2024-11-14 true true LOVEPREET SINGH P01794694 2127733000 2024-11-11 2023 2024-10-15 13:58:12Z X 8117971 X 0 X 28323 28323 130391 130391 47015 430939 47015 10 10 205739 205739 0 13472 6736 0 6736 18940 18940 16 16 13845 3845 955 955 47228 29537 0 7691 432250 432250 479478 29537 0 439941 -273739 176202 300790 219076 219076 4987490 4869774 6551981 1464395 1389756 1346914 6752675 6478606 8117971 0 0 X 6752675 6478606 6752675 6478606 6752675 6478606 6752675 -273739 6478936 330 6478606 PUBLICLY TRADED STOCK 430939 384152 47015 46787 47015 2449 2449 2449 6757 0 6757 4308 4308 false false false false false false false true true NJ false false false false false true N/A RICHARD P FORMAN 8564282044 1141 WINDING DRIVE CHERRY HILL NJ 08003 false false false false false false false false false false false false false false false false false false false false false RICHARD P FORMAN 1141 WINDING DRIVE CHERRY HILL NJ 08003 TRUSTEE 1.0 0 0 0 DONNA E FORMAN 1141 WINDING DRIVE CHERRY HILL NJ 08003 TRUSTEE 1.0 0 0 0 JACK FORMAN 1141 WINDING DRIVE CHERRY HILL NJ 08003 TRUSTEE 1.0 0 0 0 7542937 152084 0 7695021 0 7695021 115425 7579596 378980 378980 2449 2449 376531 376531 376531 439941 0 0 0 0 439941 376531 0 2021 2020 2019 0 264528 593007 790753 126842 1775130 439941 0 376531 63410 1838540 0 0 0 0 264528 1574012 593007 790753 126842 63410 RICHARD P FORMAN NONE X SEE ATTACHED LIST 1141 Winding Drive Cherry Hill NJ 08003 SEE ATTACHMENT 432250 432250 14 28323 14 130391 18 47015 OTHER INVESTMENT INCOME 01 10 205739 205739 false false false false false false false false false false ACCOUNTING AND TAX PREP FEES 13472 6736 6736 PART VII-A, LINE 8A & 8B PART VII-A, LINE 8A & 8B STATE REGISTRATION THE FORMAN FAMILY FOUNDATION WAS INCORPORATED IN THE STATE OF NEW JERSEY, BUT IS NOT REQUIRED TO REGISTER WITH THE CHARITIES BUREAU AT THIS TIME PURSUANT TO N.J.S.A 45:17A-26-9A. JOHN DEERE CAPITAL CORP 39996 39981 BANK OF MONTREAL MED TERM 88234 87752 NATIONAL RURAL UTIL COOP 39922 39880 BANK OF NOVA SCOTIA NTS 24977 24923 MITUBISHI UFJ FIN GRP 64317 63735 VERIZON COMM INC NTS 5000 4946 GENL MOTOR FINL CO INC 42337 41746 COMCAST CORP NTS B/E 0 0 FISERV INC NTS 0 0 REPUBLIC SERVICES INC 10109 9810 CANADIAN IMPERIAL BANK 34997 33904 AIR LEASE CORP 24741 24120 GLOBAL PAYMENTS INC NTS 24994 24225 LOWES COS INC NTS 9977 9861 SOUTHWEST AIRLINES CO 86152 81984 TRUIST FINL CORP FR NTS 14984 14079 MCDONALDS CORP NTS B/E 14972 14199 BANK OF AMERICA CORP NTS 6145 5883 HEWLETT PACKARD 10567 9954 APPLE INC NTS 14966 13897 AMERICAN INTL GROUP B/E 0 0 HP ENTERPRISE CO NTS 10034 9309 VEREIT INCORP NTS 10728 9878 CROWN CASTLE INTL CORP 9969 9026 DUKE ENERGY CORP 5123 4747 BANK OF AMER CORP 21608 19646 WELLS FARGO & CO 91654 83581 MORGAN STANLEY B/E 16878 15522 NOVARTIS CPTL CORP 24977 23433 WELLTOWER INC 24973 23454 AT&T INC B/E 16044 14841 WELLS FARGO & CO 25374 23898 SYSCO CORP NTS 10526 9568 PACIFIC GAS & ELECT NTS 19245 18039 TRUIST FINL CORP 14976 13142 BAT CAPITAL CORP NTS 15704 14324 CITIGROUP INC B/E 16326 14651 BRISTOL-MYERS SQUIBB CO 24985 22226 CITIGROUP INC 5346 4839 KIMCO REALTY CORP 19879 17648 DOMINION ENERGY INC 11084 9805 ACCRUED INTEREST ON BONDS 11606 11606 AIR LEASE CORP 3689 3812 MORGAN STANLEY NTS B/E 24027 23514 T-MOBILE USA INC NTS B/E 26814 28426 SUMITOMO MITSUI RNL GRP B/E 29940 29249 ASTRAZENECA FIN LLC NTS 63422 64799 HCA INC NTS B/E 17445 18068 BANK OF NOVA SCO NTS B/E 84832 86408 SUMITOMO MITSUI RNL GRP B/E 35382 32412 TOTAL CAPITAL SA B/E 24427 25529 META PLATFORMS INC NTS 13264 13644 SOUTHERN CAL EDISON NTS 31289 31333 CITIGROUP INC NTS B/E 70799 71658 ISHARES RUDDELL 2000 ETF 620020 540713 ISHARES US REAL ESTATE ETF 0 0 ISHARES MSCI EAFE ETF 753904 847009 ISHARES CURRENCY HEDGED MSCI 624849 687076 SPDR DOW JONES INTL 163478 110224 SPDR S&P 500 ETF TR 2396182 4065326 VANGUARD FTSE EMERGING MARKETS 311341 301633 BOOK TO TAX TIMING ADJUSTMENT 330 SOFTWARE 955 955 OTHER INVESTMENT INCOME 10 10 INVESTMENT MANAGEMENT FEES 18940 18940 FOREIGN TAXES PAID 3845 3845 EXCISE TAXES PAID 10000