2024-05-06T10:48:39-05:00 2023-12-31 946214841 ARMANINO LLP 1600 MARKET STREET SUITE 3300 PHILADELPHIA PA 19103 990PF 2023-01-01 387176073 SUSANNA LACHS AND DEAN ADLER FOUNDATION SUSA 2156653718 1325 N BEACH STREET 202 PHILADELPHIA PA 19125 SUSANNA LACHS TRUSTEE 2156653718 2024-05-06 1 SUSANNA LACHS XXX-XX-XXXX 1 RACHEL KIESER CPA P01340945 2156653960 2024-05-06 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X X X 36392 X 8500 92 92 23116 21738 -25733 1232856 0 5975 21830 0 0 0 8500 4250 4250 13000 15 0 21500 4265 4250 1184430 1184430 1205930 4265 1188680 -1199955 17565 95571 11392 11392 25000 25000 258160 0 0 882616 0 0 1236347 36392 36392 0 0 X 0 0 0 0 1236347 36392 1236347 36392 1236347 36392 1236347 -1199955 0 36392 0 36392 PUBLICLY TRADED SECURITIES P 1232633 1258366 -25733 -25733 CAPITAL GAIN DIVIDENDS P 223 223 0 0 -25733 244 0 244 0 244 5323 0 0 0 5323 0 5079 5079 0 0 0 0 0 0 0 0 0 0 1 1 1 PA 1 0 0 0 0 1 N/A SUSANNA LACHS DEAN ADLER TRUSTEE 2156653718 1325 N BEACH STREET SUITE 202 PHILADELPHIA PA 19125 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DEAN S ADLER 1325 N BEACH STREET SUITE 202 PHILADELPHIA PA 19125 TRUSTEE 1.00 0 0 0 SUSANNA LACHS 1325 N BEACH STREET SUITE 202 PHILADELPHIA PA 19125 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 745131 44968 25000 815099 0 0 815099 12226 802873 40144 40144 244 244 39900 0 39900 0 39900 1188680 0 1188680 39900 0 0 354072 345971 13906 371152 659769 1744870 1188680 0 0 0 39900 1148780 0 0 2893650 0 0 0 0 0 0 354072 2539578 345971 13906 371152 659769 1148780 DEAN S ADLER SUSANNA LACHS X ADATH ISRAEL 250 N HIGHLAND AVENUE MERION STATION PA 19066 N/A PC RELIGIOUS 50000 JEWISH FEDERATION OF GREATER PHILADELPHIA TWO COMMERCE SQUARE 2001 MARKET ST SUITE 2300 PHILADELPHIA PA 19103 N/A PC TO MOBILIZE FINANCIAL AND VOLUNTEER RESOURCES TO ADDRESS THE COMMUNITIES' MOST CRITICAL PRIORITIES 705000 JEWISH LEARNING VENTURE 261 OLD YORK ROAD JENKINTOWN PA 19046 N/A PC TO INSPIRE AND EMPOWER THOSE SEEKING TO MAKE JEWISH LIFE LEARNING, AND COMMUNITY RELEVANT AND MEANINGFUL 18000 THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA 3451 WALNUT STREET RM 305 PHILADELPHIA PA 19104 N/A PC TO PROVIDE EDUCATION, RESEARCH, AND CHARITABLE PATIENT CARE SERVICES 92000 ABORTION ACCESS FOR ALL 601 CHAPEL AVE E CHERRY HILL NJ 08034 N/A PC TO PROVIDE ACCESS TO AND SUPPORT FOR REPRODUCTIVE HEALTH SERVICES 25000 UNITED WAY OF GREATER PHILADELPHIA PO BOX 787897 PHILADELPHIA PA 19178 N/A PC TO END INTERGENERATIONAL POVERTY 44430 PENN HILLEL 215 SOUTH 39TH STREET PHILADELPHIA PA 19104 N/A PC TO IDENTIFY AND PRIORITIZE THE IMPORTANT ISSUES AND NEEDS OF THEIR LOCAL AND GLOBAL COMMUNITY 75000 THE SHIPLEY SCHOOL 814 YARROW ST BRYN MAWR PA 19010 N/A PC TO PROVIDE EDUCATIONAL EXCELLENCE AND DEVELOP IN EACH STUDENT A LOVE OF LEARNING 45000 TEMPLE UNIVERSITY INSTITUTIONAL RESEARCH AND ASSESSMENT 1803 N BROAD ST PHILADELPHIA PA 19122 N/A PC TO PROVIDE ACCESS TO HIGH QUALITY AND AFFORDABLE HIGHER EDUCATION, WORLD-CLASS RESEARCH, AND PUBLIC SERVICE 20000 TEMPLE HILLEL 1441 W NORRIS ST PHILADELPHIA PA 19121 N/A PC TO CONNECT AND INSPIRE STUDENTS TO MAKE AND ENDURING COMMITMENT TO JEWISH LIFE 25000 PHILADELPHIA SKATING CLUB & HUMANE SOCIETY 220 HOLLAND AVE ARDMORE PA 19003 N/A PC TO PRESERVE AND PROMOTE SPORT, ART, AND HISTORY OF FIGURE SKATING 10000 EDUCATION LAW CENTER 1800 JFK BLVD SUITE 1900 PHILADELPHIA PA 19103 N/A PC TO ENSURE ACCESS TO A QUALITY PUBLIC EDUCATION FOR ALL CHILDREN IN PHILADELPHIA 10000 NPR FOUNDATION PO BOX 426054 WASHINGTON DC 20042 N/A SO I TO SUPPORT THE NATIONAL PUBLIC RADIO THROUGH VARIOUS ACTIVITIES 45000 CHILDREN'S RIGHTS BENEFIT OFFICE 88 PINE STREET 800 NEW YORK NY 10005 N/A PC TO HOLD THE GOVERNMENT ACCOUNTABLE FOR KEEPING KIDS SAFE AND HEALTHY 10000 FRIENDS OF THE ISRAEL DEFENSE 60 EAST 42ND STREET NEW YORK NY 10165 N/A PC TO TRANSFORM THE LIVES OF THE YOUNG MEN AND WOMEN OF THE ISRAEL DEFENSE 10000 1184430 0 14 92 14 23116 18 -25733 0 -2525 0 -2525 0 0 0 0 0 0 0 0 0 0 X X 1 DEAN S ADLER AND SUSANNA LACHS 1320 HUNTSMAN LANE GLADWYNE PA 190351127 8500 X ACCOUNTING FEES 8500 4250 4250 ADATH ISRAEL 250 N HIGHLAND AVENUE MERION STATION PA 19066 THE DISTRIBUTED ASSETS ARE CASH GRANTS MADE TO SUPPORT ADATH ISRAEL'S MISSION. ADATH ISRAEL IS EXEMPT FROM TAXES UNDER IRC SECTION 501(C)(3) AND IS A PUBLIC CHARITY DESCRIBED IN IRC SECTION 509(A)(1) OR (2). IT IS NOT CONTROLLED (DIRECTLY OR INDIRECTLY) BY SUSANNA LACHS AND DEAN ADLER FOUNDATION OR ANY DISQUALIFIED PERSON WITH RESPECT TO SUSANNA LACHS AND DEAN ADLER FOUNDATION. 50000 JEWISH FEDERATION OF GREATER PHILADELPHIA TWO COMMERCE SQUARE 2001 MARKET ST PHILADELPHIA PA 19103 THE DISTRIBUTED ASSETS ARE CASH GRANTS MADE TO SUPPORT JEWISH FEDERATION OF GREATER PHILADELPHIA'S MISSION. JEWISH FEDERATION OF GREATER PHILADELPHIA IS EXEMPT FROM TAXES UNDER IRC SECTION 501(C)(3) AND IS A PUBLIC CHARITY DESCRIBED IN IRC SECTION 509(A)(1) OR (2). IT IS NOT CONTROLLED (DIRECTLY OR INDIRECTLY) BY SUSANNA LACHS AND DEAN ADLER FOUNDATION OR ANY DISQUALIFIED PERSON WITH RESPECT TO SUSANNA LACHS AND DEAN ADLER FOUNDATION. 705000 JEWISH LEARNING VENTURE 261 OLD YORK ROAD JENKINTOWN PA 19046 THE DISTRIBUTED ASSETS ARE CASH GRANTS MADE TO SUPPORT JEWISH LEARNING VENTURE'S MISSION. JEWISH LEARNING VENTURE IS EXEMPT FROM TAXES UNDER IRC SECTION 501(C)(3) AND IS A PUBLIC CHARITY DESCRIBED IN IRC SECTION 509(A)(1) OR (2). IT IS NOT CONTROLLED (DIRECTLY OR INDIRECTLY) BY SUSANNA LACHS AND DEAN ADLER FOUNDATION OR ANY DISQUALIFIED PERSON WITH RESPECT TO SUSANNA LACHS AND DEAN ADLER FOUNDATION. 18000 THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA 3451 WALNUT STREET RM 305 PHILADELPHIA PA 19104 THE DISTRIBUTED ASSETS ARE CASH GRANTS MADE TO SUPPORT THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA'S MISSION. THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA IS EXEMPT FROM TAXES UNDER IRC SECTION 501(C)(3) AND IS A PUBLIC CHARITY DESCRIBED IN IRC SECTION 509(A)(1) OR (2). IT IS NOT CONTROLLED (DIRECTLY OR INDIRECTLY) BY SUSANNA LACHS AND DEAN ADLER FOUNDATION OR ANY DISQUALIFIED PERSON WITH RESPECT TO SUSANNA LACHS AND DEAN ADLER FOUNDATION. 92000 ABORTION ACCESS FOR ALL 601 CHAPEL AVE E CHERRY HILL NJ 08034 THE DISTRIBUTED ASSETS ARE CASH GRANTS MADE TO SUPPORT ABORTION ACCESS FOR ALL'S MISSION. ABORTION ACCESS FOR ALL IS EXEMPT FROM TAXES UNDER IRC SECTION 501(C)(3) AND IS A PUBLIC CHARITY DESCRIBED IN IRC SECTION 509(A)(1) OR (2). IT IS NOT CONTROLLED (DIRECTLY OR INDIRECTLY) BY SUSANNA LACHS AND DEAN ADLER FOUNDATION OR ANY DISQUALIFIED PERSON WITH RESPECT TO SUSANNA LACHS AND DEAN ADLER FOUNDATION. 25000 UNITED WAY OF GREATER PHILADELPHIA PO BOX 787897 PHILADELPHIA PA 19178 THE DISTRIBUTED ASSETS ARE CASH GRANTS MADE TO SUPPORT UNITED WAY OF GREATER PHILADELPHIA'S MISSION. UNITED WAY OF GREATER PHILADELPHIA IS EXEMPT FROM TAXES UNDER IRC SECTION 501(C)(3) AND IS A PUBLIC CHARITY DESCRIBED IN IRC SECTION 509(A)(1) OR (2). IT IS NOT CONTROLLED (DIRECTLY OR INDIRECTLY) BY SUSANNA LACHS AND DEAN ADLER FOUNDATION OR ANY DISQUALIFIED PERSON WITH RESPECT TO SUSANNA LACHS AND DEAN ADLER FOUNDATION. 44430 PENN HILLEL 215 SOUTH 39TH STREET PHILADELPHIA PA 19104 THE DISTRIBUTED ASSETS ARE CASH GRANTS MADE TO SUPPORT PENN HILLEL'S MISSION. PENN HILLEL IS EXEMPT FROM TAXES UNDER IRC SECTION 501(C)(3) AND IS A PUBLIC CHARITY DESCRIBED IN IRC SECTION 509(A)(1) OR (2). IT IS NOT CONTROLLED (DIRECTLY OR INDIRECTLY) BY SUSANNA LACHS AND DEAN ADLER FOUNDATION OR ANY DISQUALIFIED PERSON WITH RESPECT TO SUSANNA LACHS AND DEAN ADLER FOUNDATION. 75000 THE SHIPLEY SCHOOL 814 YARROW ST BRYN MAWR PA 19010 THE DISTRIBUTED ASSETS ARE CASH GRANTS MADE TO SUPPORT THE SHIPLEY SCHOOL'S MISSION. THE SHIPLEY SCHOOL IS EXEMPT FROM TAXES UNDER IRC SECTION 501(C)(3) AND IS A PUBLIC CHARITY DESCRIBED IN IRC SECTION 509(A)(1) OR (2). IT IS NOT CONTROLLED (DIRECTLY OR INDIRECTLY) BY SUSANNA LACHS AND DEAN ADLER FOUNDATION OR ANY DISQUALIFIED PERSON WITH RESPECT TO SUSANNA LACHS AND DEAN ADLER FOUNDATION. 45000 TEMPLE UNIVERSITY INSTITUTIONAL RESEARCH AND ASSESSMENT 1803 N BROAD ST PHILADELPHIA PA 19122 THE DISTRIBUTED ASSETS ARE CASH GRANTS MADE TO SUPPORT TEMPLE UNIVERSITY INSTITUTIONAL RESEARCH AND ASSESSMENT'S MISSION. TEMPLE UNIVERSITY INSTITUTIONAL RESEARCH AND ASSESSMENT IS EXEMPT FROM TAXES UNDER IRC SECTION 501(C)(3) AND IS A PUBLIC CHARITY DESCRIBED IN IRC SECTION 509(A)(1) OR (2). IT IS NOT CONTROLLED (DIRECTLY OR INDIRECTLY) BY SUSANNA LACHS AND DEAN ADLER FOUNDATION OR ANY DISQUALIFIED PERSON WITH RESPECT TO SUSANNA LACHS AND DEAN ADLER FOUNDATION. 20000 TEMPLE HILLEL 1441 W NORRIS ST PHILADELPHIA PA 19121 THE DISTRIBUTED ASSETS ARE CASH GRANTS MADE TO SUPPORT TEMPLE HILLEL'S MISSION. TEMPLE HILLEL IS EXEMPT FROM TAXES UNDER IRC SECTION 501(C)(3) AND IS A PUBLIC CHARITY DESCRIBED IN IRC SECTION 509(A)(1) OR (2). IT IS NOT CONTROLLED (DIRECTLY OR INDIRECTLY) BY SUSANNA LACHS AND DEAN ADLER FOUNDATION OR ANY DISQUALIFIED PERSON WITH RESPECT TO SUSANNA LACHS AND DEAN ADLER FOUNDATION. 25000 PHILADELPHIA SKATING CLUB & HUMANE SOCIETY 220 HOLLAND AVE ARDMORE PA 19003 THE DISTRIBUTED ASSETS ARE CASH GRANTS MADE TO SUPPORT PHILADELPHIA SKATING CLUB & HUMANE SOCIETY'S MISSION. PHILADELPHIA SKATING CLUB & HUMANE SOCIETY IS EXEMPT FROM TAXES UNDER IRC SECTION 501(C)(3) AND IS A PUBLIC CHARITY DESCRIBED IN IRC SECTION 509(A)(1) OR (2). IT IS NOT CONTROLLED (DIRECTLY OR INDIRECTLY) BY SUSANNA LACHS AND DEAN ADLER FOUNDATION OR ANY DISQUALIFIED PERSON WITH RESPECT TO SUSANNA LACHS AND DEAN ADLER FOUNDATION. 10000 EDUCATION LAW CENTER 1800 JFK BLVD SUITE 1900 PHILADELPHIA PA 19103 THE DISTRIBUTED ASSETS ARE CASH GRANTS MADE TO SUPPORT EDUCATION LAW CENTER'S MISSION. EDUCATION LAW CENTER IS EXEMPT FROM TAXES UNDER IRC SECTION 501(C)(3) AND IS A PUBLIC CHARITY DESCRIBED IN IRC SECTION 509(A)(1) OR (2). IT IS NOT CONTROLLED (DIRECTLY OR INDIRECTLY) BY SUSANNA LACHS AND DEAN ADLER FOUNDATION OR ANY DISQUALIFIED PERSON WITH RESPECT TO SUSANNA LACHS AND DEAN ADLER FOUNDATION. 10000 NPR FOUNDATION PO BOX 426054 WASHINGTON DC 20042 THE DISTRIBUTED ASSETS ARE CASH GRANTS MADE TO SUPPORT NPR FOUNDATION'S MISSION. NPR FOUNDATION IS EXEMPT FROM TAXES UNDER IRC SECTION 501(C)(3) AND IS A PUBLIC CHARITY DESCRIBED IN IRC SECTION 509(A)(3). IT IS NOT CONTROLLED (DIRECTLY OR INDIRECTLY) BY SUSANNA LACHS AND DEAN ADLER FOUNDATION OR ANY DISQUALIFIED PERSON WITH RESPECT TO SUSANNA LACHS AND DEAN ADLER FOUNDATION. 45000 CHILDREN'S RIGHTS BENEFIT OFFICE 88 PINE STREET 800 NEW YORK NY 10005 THE DISTRIBUTED ASSETS ARE CASH GRANTS MADE TO SUPPORT CHILDREN'S RIGHTS BENEFIT OFFICE'S MISSION. CHILDREN'S RIGHTS BENEFIT OFFICE IS EXEMPT FROM TAXES UNDER IRC SECTION 501(C)(3) AND IS A PUBLIC CHARITY DESCRIBED IN IRC SECTION 509(A)(1) OR (2). IT IS NOT CONTROLLED (DIRECTLY OR INDIRECTLY) BY SUSANNA LACHS AND DEAN ADLER FOUNDATION OR ANY DISQUALIFIED PERSON WITH RESPECT TO SUSANNA LACHS AND DEAN ADLER FOUNDATION. 10000 FRIENDS OF THE ISRAEL DEFENSE 60 EAST 42ND STREET NEW YORK NY 10165 THE DISTRIBUTED ASSETS ARE CASH GRANTS MADE TO SUPPORT FRIENDS OF THE ISRAEL DEFENSE'S MISSION. FRIENDS OF THE ISRAEL DEFENSE IS EXEMPT FROM TAXES UNDER IRC SECTION 501(C)(3) AND IS A PUBLIC CHARITY DESCRIBED IN IRC SECTION 509(A)(1) OR (2). IT IS NOT CONTROLLED (DIRECTLY OR INDIRECTLY) BY SUSANNA LACHS AND DEAN ADLER FOUNDATION OR ANY DISQUALIFIED PERSON WITH RESPECT TO SUSANNA LACHS AND DEAN ADLER FOUNDATION. 10000 DURING 2023, THERE WAS A SUBSTANTIAL CONTRACTION. SUSANNA LACHS AND DEAN ADLER FOUNDATION DISTRIBUTED MORE THAN 90% OF ITS ASSETS IN THE FORM OF GRANTS. THE FOUNDATION DISTRIBUTED GRANTS TO VARIOUS PUBLIC CHARITIES. A TOTAL OF $1,184,430 WAS GIVEN OUT. THE PURPOSE OF THESE GRANTS WAS TO SUPPORT OPERATIONS. SEE MORE DETAILS IN PART XIV. SECTION 4940 EXCISE TAX ON NET INVESTMENT INCOME 13000 0 0 FOREIGN TAXES 0 15 0