2026-05-22T10:07:57-04:00 2025-11-30 202115106 VERNA & ASSOCIATES 105 JESSUP RD STE 100 THOROFARE NJ 080869354 990PF 2024-12-01 222429821 THE KAREN AND HERBERT LOTMAN FOUNDATION KARE 6102340090 1149 W LANCASTER AVENUE SUITE U-3 BRYN MAWR PA 19010 GEORGE GINADER ASS'T SECRETARY 6102340090 2026-05-22 true SCOTT C JENKINS CPA P00040012 8563848400 2026-05-22 2024 2025-03-06 01:10:19Z X 1304906 X X 1 1 1 40578 40578 40578 150616 375427 356 356 191551 40579 40935 1467 4 638 88 2197 0 0 334316 334316 336513 0 334316 -144962 40579 40935 20474 132223 132223 47 404 404 1469966 1172279 1172279 1490487 1304906 1304906 0 X 1490487 1304906 1490487 1304906 1490487 1304906 1490487 -144962 1345525 40619 1304906 564 564 564 480 480 X 3 87 false false false false false false true PA true false false false false true N/A SHELLY LOTMAN FISHER 6102340090 1149 W LANCASTER AVENUE SUITE U-3 BRYN MAWR PA 19010 false false false false false false false false false false false false false false false false false false false false KAREN LOTMAN 1149 W LANCASTER AVENUE SUITE U-3 BRYN MAWR PA 19010 PRESIDENT 5.00 0 0 0 GEORGE GINADER 1149 W LANCASTER AVENUE SUITE U-3 BRYN MAWR PA 19010 ASS'T SECRET 5.00 0 0 0 JEFFREY LOTMAN 1149 W LANCASTER AVENUE SUITE U-3 BRYN MAWR PA 19010 TREASURER 5.00 0 0 0 SHELLY LOTMAN FISHER 1149 W LANCASTER AVENUE SUITE U-3 BRYN MAWR PA 19010 SECRETARY 5.00 0 0 0 NONE NONE DIRECT CONTRIBUTIONS TO QUALIFIED CHARITIES (SEE SCHEDULE) N/A 1321122 76349 226 1397697 1397697 20965 1376732 68837 68837 564 564 68273 68273 68273 334316 334316 68273 92966 151752 953713 303253 216170 1717854 334316 68273 266043 1983897 0 92966 1890931 151752 953713 303253 216170 266043 SHELLY LOTMAN FISHER 1127 W LANCASTER AVENUE SUITE U-3 BRYN MAWR PA 19010 6102340090 A LETTER SHOULD BE SENT STATING THE GRANT REQUEST, THE REASON THE FUNDS ARE NEEDED, AND THE PURPOSE FOR WHICH THE FUNDS WILL BE USED. AUGUST 31 OF EACH FISCAL YEAR NONE MAIN LINE ART CENTER 746 PANMURE ROAD HAVERFORD PA 19041 CONTRIBUTION 20000 THE PHILADELPHIA FOUNDATION 1234 MARKET STREET SUITE 1800 PHILADELPHIA PA 19107 CONTRIBUTION 125000 BREAKTHROUGH T1D FKA JDRF 200 VESEY STREET 28TH FLOOR NEW YORK NY 10281 CONTRIBUTION 139521 SAY THE STUTTERING ASSOC FOR THE YOUNG 247 WEST 37TH STREET 5TH FLOOR NEW YORK NY 10018 CONTRIBUTION 2500 CATERING BY DESIGN 18 W HORTLER STREET PHILADELPHIA PA 19119 CONTRIBUTION 16045 MAIN LINE HEART CENTER 100 LANCAST AVENUE LANKENAU MEDICAL BLDG E WYNNEWOOD PA 19096 CONTRIBUTION 5000 THE PHILLY SERVICE AWARDS 1149 W LANCASTER AVENUE SUITE U-3 BRUN MAWR PA 19010 CONTRIBUTION 25000 THE BARNES FOUNDATION 2025 BENJAMIN FRANKLIN PK PHILADELPHIA PA 19130 CONTRIBUTION 1250 334316 14 1 14 40578 150616 MISCELLANEOUS 356 40579 150972 191551 false false false false false false false false false false VANGUARD INVESTMENTS 2020-01 PURCHASE 2025-08 375102 224409 150693 VANGUARD INVESTMENTS 2025-01 PURCHASE 2025-08 325 402 -77 MUTUAL FUNDS 1172279 1172279 UNREALIZED LOSSES IN MARKET VALUE 40613 NONDEDUCTIBLE PENALTIES 6 EXPENSES BANK CHARGES 88 MISCELLANEOUS 356 356 INVESTMENT MANAGEMENT FEES 642 ACCOUNTING AND TAX PREP 825 EXCISE TAX 638