2024-08-20T11:16:22-07:00 2023-12-31 450538517 J H JACOBSON CPA 7001 Oriole Court Audubon PA 19403 990PF 2023-01-01 236274038 LOUIS N CASSETT FOUNDATION LOUI 2153157789 1818 MARKET ST 16FL PHILADELPHIA PA 19103 MALCOLM B JACOBSON TRUSTEE 2153157789 2024-04-29 true true JERRY H JACOBSON P00447698 6109416767 2024-08-20 X 2023 2024-08-08 14:25:15Z X 10924865 X X 274492 274492 -19853 4286023 0 0 1 1 254640 274493 33031 8258 24773 0 24750 14550 10200 0 3917 1367 0 71528 66869 1909 133226 91044 36882 564381 564381 697607 91044 601263 -442967 183449 28184 16458 16458 606147 788287 788287 0 0 3494 668038 716194 724173 6630230 5994056 7835098 1619256 1598807 1560849 0 0 0 0 0 0 9555349 9113802 10924865 617 231 0 0 0 1806 617 2037 X 9554732 9111765 9554732 9111765 9555349 9113802 9554732 -442967 9111765 9111765 PUBLICLY TRADED SECURITIES P 2011-08-09 2023-12-31 4286023 0 4305876 -19853 0 0 0 -19853 -19853 2550 0 2550 0 2550 744 4500 5244 -5244 X 86 2608 2608 false false false false false false false true true PA true false false false false true WWW.CASSETTFOUNDATION.ORG LOUIS N CASSETT FOUNDATION 2123157789 1818 MARKET ST 16FL PHILADELPHIA PA 19103 false false false false true false false false false false false false false false false false false false false false false false MALCOLM B JACOBSON 107 MEDINAH DRIVE BLUE BELL PA 19422 TRUSTEE 10.00 22991 0 0 SUSAN KERSHBAUM 200 W WASHINGTON SQUARE 1407 PHILADELPHIA PA 19106 TRUSTEE 2.00 7040 0 0 VANESSA ELIAS 589 NE 57TH ST MIAMI FL 33137 TRUSTEE 0.00 0 0 0 NONE 0 COHO PARTNERS LTD 801 CASSATT RD SUITE 100 BERWYN PA 19312 INVESTMENT ADVISORS 63668 0 N/A 0 N/A 0 N/A 0 0 10181903 577109 0 10759012 0 10759012 161385 10597627 529881 529881 2550 2550 527331 527331 527331 601263 0 601263 527331 104034 65599 91779 28663 73171 363246 601263 73932 527331 0 437178 0 0 0 0 104034 333144 65599 91779 28663 73171 73932 NONE NONE MALCOLM B JACOBSON 1818 MARKET ST 16TH FLOOR PHILADELPHIA PA 19103 2153157789 LETTER INCLUDING BACKGROUND 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Sculpture Garden Inc 253 Barcelona Rd West Palm Beach FL 33401 PC TO FURTHER EXEMPT PURPOSE 5000 Armour Dance Theatre Inc 5818 SW 73rd St South Miami FL 33143 PC TO FURTHER EXEMPT PURPOSE 3000 Artists in Rural Ireland Fund 2046 Rittenhouse Square Philadelphia PA 19103 PC TO FURTHER EXEMPT PURPOSE 3000 Atlanta Jewish Film Society 1800 Peachtree St NW Ste 830 Atlanta GA 30309 PC TO FURTHER EXEMPT PURPOSE 10000 Atlanta Jewish Film Festival PO Box 746371 Atlanta GA 30374 PC TO FURTHER EXEMPT PURPOSE 600 Better World Fund 1750 Pennsylvania Ave Ste 300 Washington DC 20006 PC TO FURTHER EXEMPT PURPOSE 19500 Boston Children's Hospital 300 Longwood Ave Boston MA 02115 PC TO FURTHER EXEMPT PURPOSE 20000 Bound for College Inc 1730 S Federal Hwy 297 Delray Beach FL 33483 PC TO FURTHER EXEMPT PURPOSE 20000 Camp PALS 4965 Grundy Way Doylestown PA 18902 PC TO FURTHER EXEMPT PURPOSE 5000 Center for Child Advocates 1900 Cherry St Philadelphia PA 19103 PC TO FURTHER EXEMPT PURPOSE 3000 Center for Effective Policy 10605 Concord St Kensington MD 20895 PC TO FURTHER EXEMPT PURPOSE 2000 Center for Law and Social Policy 1200 18th St NW Ste200 Washington DC 20005 PC TO FURTHER EXEMPT PURPOSE 10000 Christ Church Neighborhood House 20 N American St Philadelphia PA 19106 PC TO FURTHER EXEMPT PURPOSE 5000 Children's Tumor Foundation 120 Wall St 16th Fl New York NY 10005 PC TO FURTHER EXEMPT PURPOSE 5000 Congregation Rodeph Shalom 615 N Broad St Philadelphia PA 19123 PC TO FURTHER EXEMPT PURPOSE 6500 Corporation of Haverford College 370 Lancaster Ave Haverford PA 19041 PC TO FURTHER EXEMPT PURPOSE 4000 Duke University 2080 Duke University Rd Durham NC 27708 PC TO FURTHER EXEMPT PURPOSE 2500 Elmwood Park Zoo 1661 Harding Blvd Norristown PA 19401 PC TO FURTHER EXEMPT PURPOSE 7000 Emory University 201 Dowman Drive Atlanta GA 30322 PC TO FURTHER EXEMPT PURPOSE 2500 Episcopal Community Services 225 S 3rd St Philadelphia PA 19106 PC TO FURTHER EXEMPT PURPOSE 15000 Fels Early Learning Services 10700 Jamison Ave Philadelphia PA 19116 PC TO FURTHER EXEMPT PURPOSE 4000 Friedreich's Alaxia Research Alliance 533 W Uwchlan Ave Downingtown PA 19335 PC TO FURTHER EXEMPT PURPOSE 1000 Friends of Israel Defense Forces 500 Office Center Dr Ste 400 Ft Washington PA 19034 PC TO FURTHER EXEMPT PURPOSE 8500 Freire Charter School 1617 JFK Blvd Ste 1260 Philadelphia PA 19103 PC TO FURTHER EXEMPT PURPOSE 18000 The Galloway School 215 W Wieuca Rd NW Atlanta GA 30342 PC TO FURTHER EXEMPT PURPOSE 10000 Greene Towne School Inc 55 N 22nd St Philadelphia PA 19103 PC TO FURTHER EXEMPT PURPOSE 7500 Hearing Loss Association 625 Red Lion Rd Huntingdon Valley PA 19006 PC TO FURTHER EXEMPT PURPOSE 2000 Henderson Behavioral Health 4740 N State Rd 7 Bldg C Lauderdale Lakes FL 33319 PC TO FURTHER EXEMPT PURPOSE 5000 Interfaith Families Project Inc 10605 Concord St 440 Kensington MD 20895 PC TO FURTHER EXEMPT PURPOSE 5000 JDRF International 200 Vesey ST 28th FL New York NY 10281 PC TO FURTHER EXEMPT PURPOSE 4000 Jewish Federation of Greater Atlanta 1440 Spring St NW Atlanta GA 30309 PC TO FURTHER EXEMPT PURPOSE 25000 Jewish Home Life Communities 31505 Howell Mill Rd NW Atlanta GA 30327 PC TO FURTHER EXEMPT PURPOSE 2500 Jewish Women's Fund of Atlanta 1440 Spring St NW Atlanta GA 30309 PC TO FURTHER EXEMPT PURPOSE 3000 JFCS of South New Jersey 1301 Springdale Rd Ste 150 Cherry Hill NJ 08003 PC TO FURTHER EXEMPT PURPOSE 6000 JFCS of Greater Philadelphia 2100 Arch St 5th Fl Philadelphia PA 19103 PC TO FURTHER EXEMPT PURPOSE 5000 Jupiter Medical Center 1210 S Old Dixie Hwy Jupiter FL 33469 PC TO FURTHER EXEMPT PURPOSE 20000 Make a Wish Foundation 5 Valley Square Ste 210 Blue Bell PA 19422 PC TO FURTHER EXEMPT PURPOSE 2000 March of Dimes Foundation 1019 W 9th Ave Ste A King of Prussia PA 19406 PC TO FURTHER EXEMPT PURPOSE 5000 Miami Children's Museum 980 Macarthur Causeway Miami FL 33132 PC TO FURTHER EXEMPT PURPOSE 10000 Miami Country Day School 601 NE 107th St Miami FL 33161 PC TO FURTHER EXEMPT PURPOSE 20000 Mighty Writers 1501 Christian St Philadelphia PA 19146 PC TO FURTHER EXEMPT PURPOSE 2000 Miracle Flight for Kids 5740 Southeastern Ave Ste 240 Las Vegas NV 89119 PC TO FURTHER EXEMPT PURPOSE 2000 Montgomery County Senior Adult Activities Center 536 George St Norristown PA 19401 PC TO FURTHER EXEMPT PURPOSE 2000 Montgomery County Norristown Public Library 1001 Powell St Norristown PA 19401 PC TO FURTHER EXEMPT PURPOSE 6000 Moorestown Friends School 110 E Main St Moorestown NJ 08057 PC TO FURTHER EXEMPT PURPOSE 10000 Mount Sinai Medical Center 4300 Alton Rd Miami Beach FL 33140 PC TO FURTHER EXEMPT PURPOSE 20000 NCJW Atlanta Georgia PO Box 76162 Sandy Springs GA 30328 PC TO FURTHER EXEMPT PURPOSE 10000 Nicklaus Children's Health Care Foundation 11780 US Hwy 1 Ste 105 N Palm Beach FL 33408 PC TO FURTHER EXEMPT PURPOSE 10000 Our House Inc 76 Floral Avenue Murray Hill NJ 07974 PC TO FURTHER EXEMPT PURPOSE 3000 Out in Tech 500 7th Ave c/o Wework 12A104 New York NY 10018 PC TO FURTHER EXEMPT PURPOSE 7500 Palm Beach Day Academy 241 Seaview Avenue Palm Beach FL 33480 PC TO FURTHER EXEMPT PURPOSE 20000 Path to College Foundation Inc PO Box 487 Lake Worth FL 33460 PC TO FURTHER EXEMPT PURPOSE 20000 The Peace Studio 19 W 21st ST Ste 501 New York NY 10010 PC TO FURTHER EXEMPT PURPOSE 5000 Philabundance 3616 S Galloway PO Box 37555 Philadelphia PA 19148 PC TO FURTHER EXEMPT PURPOSE 4000 The Philadelphia Foundation PO Box 826728 Philadelphia PA 19182 PC TO FURTHER EXEMPT PURPOSE 1000 Philadelphia Orchestra 1 South Broad St 14th FL Philadelphia PA 19107 PC TO FURTHER EXEMPT PURPOSE 15000 Philadelphia Zoo 3400 W Girard Ave Philadelphia PA 19104 PC TO FURTHER EXEMPT PURPOSE 280 Planned Parenthood SE PA 1144 Locust St Philadelphia PA 19107 PC TO FURTHER EXEMPT PURPOSE 1000 The Potomac School 1301 Potomac School Rd McLean VA 22101 PC TO FURTHER EXEMPT PURPOSE 2500 Ronald McDonald House 3925 Chestnut St Philadelphia PA 19104 PC TO FURTHER EXEMPT PURPOSE 5000 Rotary Club of Blue Bell PO Box 1011 Blue Bell PA 19422 PC TO FURTHER EXEMPT PURPOSE 500 Saint George's School PO Box 1910 Newport RI 02840 PC TO FURTHER EXEMPT PURPOSE 1000 Special Olympics of PA 2750 Blvd of the Generals Ste 124 Norristown PA 19403 PC TO FURTHER EXEMPT PURPOSE 4000 Springside School 500 W Willow Grove Ave Philadelphia PA 19118 PC TO FURTHER EXEMPT PURPOSE 1500 Stem from Dance 315 Empire Blvd 250562 Brooklyn NY 11225 PC TO FURTHER EXEMPT PURPOSE 3000 Storybook Musical Theatre Inc 7605 Old York Rd Melrose Park PA 19027 PC TO FURTHER EXEMPT PURPOSE 2000 Temple Beth Shalom 4114 Chase Ave Miami Beach FL 33140 PC TO FURTHER EXEMPT PURPOSE 5500 Temple Sinai 5645 DuPree Drive NW Sandy Springs GA 30327 PC TO FURTHER EXEMPT PURPOSE 5000 University of Pennsylvania 420 Franklin Bldg Philadelphia PA 19104 PC TO FURTHER EXEMPT PURPOSE 1 UVM Foundation 411 Main St Burlington VT 05401 PC TO FURTHER EXEMPT PURPOSE 10000 Visionlink PO Box 1758 Bensalem PA 19020 PC TO FURTHER EXEMPT PURPOSE 4000 0 Weitzman Nat'l Museum of American Jewish History 101 S Independence Mall East Philadelphia PA 19106 PC TO FURTHER EXEMPT PURPOSE 4000 Welcoming the Stranger Inc 216 E Richardson Ave Box 1156 Langhorne PA 19047 PC TO FURTHER EXEMPT PURPOSE 4000 Women in Transition 718 Arch St Ste 401N Philadelphia PA 19106 PC TO FURTHER EXEMPT PURPOSE 4000 Young Designers Sewing Program PO Box 701 Winterville GA 30683 PC TO FURTHER EXEMPT PURPOSE 2000 564381 0 14 274492 18 -19853 0 254639 0 254639 4 N/A 8 N/A false false false false false false false false false false PUBLICLY TRADED SECURITIES 4286023 4305876 Cost -19853 INV ADVISORY FEES 63668 63668 OFFICE EXPENSES 479 48 431 COMPUTER/SOFTWARE EXP 1642 164 1478 INVESTMENT EXPENSE 2989 2989 PENALTY 2750 LITIGATION PROCEEDS 1 1 US EXCISE 2550 FOREIGN INCOME 1367 1367