Civic Intelligence

The Sherrie R Savett Family Foundation C/O Mark Blaskey

EIN 25-6912746 • Philadelphia, PA

1735 Market Steet 51st FloorPhiladelphia, PA 19103-7599
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Net Margin

93rd percentile

72%

Higher net margin than 93% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Asset Growth

74th percentile

12%

Faster asset growth than 74% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

538%

Faster revenue growth than 97% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$2,201,225

Up $275,511 (+14%) from 2022

Liabilities

Down

$0

Down $5,000 (-100%) from 2022

Net Assets

Up

$2,201,225

Up $280,511 (+15%) from 2022

Revenue

Up

$472,641

Up $291,969 (+162%) from 2022

Expenses

Down

$130,771

Down $40,614 (-24%) from 2022

Net Income

Up

$341,870

Up $332,583 (+3581%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2017: $1,261,426Liabilities 2017: $0Net Assets 2017: $1,261,4262017Assets 2018: $1,288,958Liabilities 2018: $0Net Assets 2018: $1,288,9582018Assets 2019: $1,262,030Liabilities 2019: $0Net Assets 2019: $1,262,0302019Assets 2020: $1,737,357Liabilities 2020: $0Net Assets 2020: $1,737,3572020Assets 2021: $1,918,113Liabilities 2021: $6,148Net Assets 2021: $1,911,9652021Assets 2022: $1,925,714Liabilities 2022: $5,000Net Assets 2022: $1,920,7142022Assets 2024: $2,201,225Liabilities 2024: $0Net Assets 2024: $2,201,2252024

Highlighted filing

2024

Assets$2,201,225
Liabilities$0
Net Assets$2,201,225

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0-$200KRevenue 2017: $411,898Expenses 2017: $131,884Net Income 2017: $280,0142017Revenue 2018: $152,094Expenses 2018: $124,562Net Income 2018: $27,5322018Revenue 2019: $135,824Expenses 2019: $170,295Net Income 2019: -$34,4712019Revenue 2020: $630,247Expenses 2020: $153,920Net Income 2020: $476,3272020Revenue 2021: $283,127Expenses 2021: $101,519Net Income 2021: $181,6082021Revenue 2022: $180,672Expenses 2022: $171,385Net Income 2022: $9,2872022Revenue 2024: $472,641Expenses 2024: $130,771Net Income 2024: $341,8702024

Highlighted filing

2024

Revenue$472,641
Expenses$130,771
Net Income$341,870

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 4, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHERRIE R SAVETTTrustee-$0--
MARK S BLASKEYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Sherrie R Savett Family Foundation
EIN
25-6912746
Phone
2158648570
Address
1735 MARKET STEET 51ST FLOOR, PHILADELPHIA, PA 19103-7599

Signing Officer

Name
Sherrie R Savett
Title
Trustee
Phone
2158648570
Signed
2025-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Isdaner & Company LLC
Address
ONE BALA PLAZA SUITE 502, BALA CYNWYD, PA 19004
Preparer
Jeffrey S Silver CPA Mba
Phone
6106684200
Raw XML Appendix373 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt03600
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ISDANER & COMPANY LLC
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt036179
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt149534
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt244988
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt396549
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4241324
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5123022
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6185035
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7184107
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt841833
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9149496
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1078149
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11192419
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1280541
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13213087
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt14169713
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1558980
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16161717
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0635065
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt149918
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt242347
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt397664
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4314476
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5127488
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6186354
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7227152
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt840364
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9143989
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1078697
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11201329
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1281359
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13232707
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14167211
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1558275
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16159205
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1FIRST TR GLOBAL TACTICAL COMMODITY STRATEGY FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2INVESCO OPTIMUM YLD DIVERSIFIED COMMODITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ISHARES RUSSELL 2000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ISHARES CORE S&P TOT U.S. STOCK MARKET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5ISHARES INC CORE MSCI EMERGING MKTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6VANGUARD FTSE DEVELOPED MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7VANGUARD MID CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8VANGUARD LONG TERM BOND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9CAPITAL GROUP FIXED ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10ISHARES CORE S&P MID ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11ISHARES CORE S&P 500 INDEX FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12ISHARES INC CORE MSCI EMERGING MKTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13ISHARES S&P 500 GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14ISHARES S&P500 VALUE IVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15ISHARES TR ETF BROAD USD HIGH YIELD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16VANGUARD INTL EQUITY ETF INDEX FTSE EMERGING
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt061760
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0308121
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt02664
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0372545
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0372545
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03600
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0308121
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0100000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0100000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0100096
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt061760
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt061760
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0341870
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01908799
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt02664
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02664
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01032
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0308121
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0346406
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt024527
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt024527
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01612
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01612
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0100000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt026139
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0130771
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0372545
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0472641
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt026139
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt030771
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01600678
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0308121
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0308121
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01908799
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0308121
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0341870
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt097976
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02299201
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01957331
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02201225
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0127772
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0127772
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0127772
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0132587
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04815
IRS990PF/DistributableAmountGrp/TotalTaxAmt04815
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt04882
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02197
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt07500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04815
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt04882
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04815
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04815
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt09697
IRS990PF/FMVAssetsEOYAmt02938152
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt05001
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt05001
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt05001
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt05001
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01729819
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01631843
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0298
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0385
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0385
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01643416
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02106673
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02843600
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0227512
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0569382
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0308616
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt089166
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt089166
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01957331
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02201225
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02938152
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01957331
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02201225
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01957331
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02201225
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02692112
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt077895
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02614217
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt040382
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0132587
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02651730
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02692112
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SHERRIE R SAVETT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARK S BLASKEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01818 MARKET STREET SUITE 3600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11735 MARKET STREET 51ST FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PHILADELPHIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1PHILADELPHIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd019103
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd119103
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0100000
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0100000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SHERRIE R SAVETT
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01818 MARKET STREET SUITE 3600
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PHILADELPHIA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd019103
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02158753071
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0SHERRIE R SAVETT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HAROLD GRINSPOON FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt067 HUNT ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0AGAWAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd001001
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0100000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0100000
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0127772
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt027772
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt027305
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt055381
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt027772
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt054914
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt027305
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt027609
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0100000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt054914
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt082686
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0SHERRIE SAVETT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01124 SPRINGMONT CIRCLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BRYN MAWR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0PA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd019010
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0100096
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0100096
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0435 SHS APPLE INC
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-11-26
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0BALLARD SPAHR LLP
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01032
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt097976
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FMV TO COST BASIS ADJUSTMENT FOR STOCK CONTRIBUTIONS RECEIVED
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt024527
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt024527
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt01612
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01612
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SHERRIE R SAVETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02158648570
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SHERRIE R SAVETT FAMILY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O MARK BLASKEY
ReturnHeader/Filer/BusinessNameControlTxt0SHER
ReturnHeader/Filer/EIN0256912746
ReturnHeader/Filer/PhoneNum02158648570
ReturnHeader/Filer/USAddress/AddressLine1Txt01735 MARKET STEET 51ST FLOOR
ReturnHeader/Filer/USAddress/CityNm0PHILADELPHIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0191037599
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0236410283
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ISDANER & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE BALA PLAZA SUITE 502
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BALA CYNWYD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019004
ReturnHeader/PreparerPersonGrp/PhoneNum06106684200
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY S SILVER CPA MBA
ReturnHeader/ReturnTs02025-11-17T15:15:41-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.