TIA CHARITABLE TR: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- TIA CHARITABLE TR (EIN 47-6743238)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-04
- IRS object ID
- 202641559349100204
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-04T06:38:04-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135676428 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SDI Technologies Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1299 Main Street | AddressLine1Txt |
| City | Rahway | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 476743238 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIA CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TIAC | BusinessNameControlTxt |
| Phone | 7325749000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1299 MAIN STREET | AddressLine1Txt |
| City | RAHWAY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07065 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Isaac Ashkenazi | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 7325749000 | PhoneNum |
| Signature | 2026-06-03 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joel Bender CPA | PreparerPersonNm |
| PTIN | P01590563 | PTIN |
| Phone | 7325749000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $96,696,367 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,663,966 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $847,446 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $847,446 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $847,446 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,845,355 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,560,956 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,845,355 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $10,356,767 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,692,801 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $847,446 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,139 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,139 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $10,139 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,051 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,051 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $5,051 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,190 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,190 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $15,190 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,500,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,500,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,515,190 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,190 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $15,190 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,500,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,841,577 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,677,611 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $832,256 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,108,752 | CashBOYAmt |
| Cash EOY | $4,627,330 | CashEOYAmt |
| Cash EOYFMV | $4,627,330 | CashEOYFMVAmt |
| Other Investments BOY | $18,536,444 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $20,921,604 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $92,069,037 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $19,645,196 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,548,934 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $96,696,367 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,003,600 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $725,455 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,003,600 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $725,455 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $18,641,596 | RetainedEarningBOYAmt |
| Retained Earning EOY | $24,823,479 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,641,596 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,823,479 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,645,196 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $25,548,934 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,641,596 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,841,577 | ExcessRevenueOverExpensesAmt |
| Other Increases | $13,556 | OtherIncreasesAmt |
| Subtotal | $25,496,729 | SubtotalAmt |
| Other Decreases | $673,250 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $24,823,479 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | 2024-02-12 | 2025-06-20 | $339,041 | $339,041 | $339,041 | ||
| ADVANCED MICRO DEVICES INC | 2024-02-12 | 2025-06-20 | $302,037 | $302,037 | $302,037 | ||
| ADVANCED MICRO DEVICES INC | 2025-10-31 | 2025-10-31 | $50,057 | -$155,325 | -$155,325 | $205,382 | |
| Apple | 2025-04-09 | 2025-04-09 | $423,854 | $314,320 | $314,320 | $109,534 | |
| Proshares QQQ Trust | 2025-11-17 | 2025-11-17 | $56,471 | -$110,557 | -$110,557 | $167,028 | |
| Proshares Semi Conductor | 2025-11-07 | 2025-11-07 | $91,722 | -$71,298 | -$71,298 | $163,020 | |
| Proshares Semi Conductor | 2025-11-07 | 2025-11-07 | $77,972 | -$77,506 | -$77,506 | $155,478 | |
| Proshares Semi Conductor | 2025-11-10 | 2025-11-10 | $69,472 | -$42,856 | -$42,856 | $112,328 | |
| Proshares Semi Conductor | 2025-11-07 | 2025-11-07 | $125,244 | -$104,212 | -$104,212 | $229,456 | |
| Proshares Semi Conductor | 2025-11-05 | 2025-11-05 | $54,472 | -$87,556 | -$87,556 | $142,028 | |
| Microsoft | 2024-02-09 | 2025-06-20 | $36,254 | $36,254 | $36,254 | ||
| Bank of MON | 2025-04-01 | 2025-05-15 | $542,658 | $179,664 | $179,664 | $362,994 | |
| ADVANCED MICRO DEVICES INC | 2020-12-15 | 2025-10-15 | $961,039 | $951,688 | $951,688 | $9,351 | |
| MICROSOFT | 2025-06-23 | $465,000 | $434,280 | $434,280 | $30,720 | ||
| APPLE | 2025-10-21 | $1,301,299 | $1,282,605 | $1,282,605 | $18,694 | ||
| PROSHARES Ultra Semiconductor | 2025-10-10 | $1,092,602 | $1,090,205 | $1,090,205 | $2,397 | ||
| PROSHARES Ultra Semiconductor | 2025-10-28 | $1,122,599 | $1,120,202 | $1,120,202 | $2,397 | D | |
| PROSHARES Ultra Semiconductor | 2025-10-29 | $1,182,598 | $1,180,201 | $1,180,201 | $2,397 | D | |
| PROSHARES Ultra Semiconductor | 2025-10-30 | $1,262,598 | $1,260,201 | $1,260,201 | $2,397 | D | |
| Capital Gains Dividends | $3,967 | $3,967 | $3,967 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,845,355 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$155,326 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $120,619 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $120,619 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $120,619 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $66,229 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $175,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $241,229 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $120,610 | OverpaymentAmt |
| Applied To ES Tax | $120,610 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ISAAC ASHKENAZI | IndividualWithBooksNm |
| Phone | 7325749000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1299 MAIN STREET | AddressLine1Txt |
| City | RAHWAY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Isaac Ashkenazi | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1299 MAIN STREET | AddressLine1Txt |
| City | RAHWAY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $77,836,091 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,678,240 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $79,514,331 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $79,514,331 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,192,715 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $78,321,616 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,916,081 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,916,081 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $120,619 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $120,619 | TotalTaxAmt |
| Distributable Before Adj | $3,795,462 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,795,462 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,795,462 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,500,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,500,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,795,462 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $197,171 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $165,782 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $362,953 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,500,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,500,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $295,462 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $295,462 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $67,491 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $67,491 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $67,491 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Isaac Ashkenazi | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ISAAC ASHKENAZI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1299 MAIN STREET | AddressLine1Txt |
| City | RAHWAY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7325749000 | RecipientPhoneNum |
| Form And Info And Materials | NO RESTRICTIONS ON FORMAT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE MADE TO ORGANIZATIONS WHICH QUALIFY UNDER SECTION 501(c)(3) OF THE INTERNAL REVENUE CODE AND TO INDIGENT INDIVIDUALS WHOSE NEED CAN BE SUBSTANTIATED. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jewish Communal Fund | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 Madison Ave | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | NC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | AID IN CARRYING OUT EXEMPT FUNCTION | GrantOrContributionPurposeTxt |
| Amt | $3,500,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,500,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $847,446 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,845,355 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,692,801 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,692,801 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 18 | LineNumberTxt |
| Relationship Statement | Capital gains was used to make charitable contributions | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Isaac Ashkenazi | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1896 EAST 5TH STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11223 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,663,966 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (19 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 5,000 Shares of NVIDIA | $946,050 | 2025-12-23 |
| 1 | 200 Shares of Abbott Labs | $26,000 | 2025-11-18 |
| 1 | 88 Shares of Amazon | $19,584 | 2025-11-18 |
| 1 | 300 Shares of Apple Inc. | $80,232 | 2025-11-18 |
| 1 | 200 Shares of American Tower Group | $36,310 | 2025-11-18 |
| 1 | 1,000 Shares of Bank of America | $51,640 | 2025-11-18 |
| 1 | 57 Shares of Chevron Corp | $8,756 | 2025-11-18 |
| 1 | 400 Shares of Alphabet Inc | $113,984 | 2025-11-18 |
| 1 | 100 Shares of Broadcom | $34,050 | 2025-11-18 |
| 1 | 74 Shares of Invesco QQQ Trust | $44,127 | 2025-11-18 |
| 1 | 400 Shares of JP Morgan Chase | $119,764 | 2025-11-18 |
| 1 | 50 Shares of Lockheed Martin | $23,736 | 2025-11-18 |
| 1 | 400 Shares of Morgan Stanley | $63,932 | 2025-11-18 |
| 1 | 75 Shares of Qualcomm Inc | $12,380 | 2025-11-18 |
| 1 | 135 Shares of RTX Corp | $23,587 | 2025-11-18 |
| 1 | 106 Shares of Industrial Selec Sector SPDR Fund | $15,884 | 2025-11-18 |
| 1 | 154 Shares of Financial Select Sector SPDR Fund | $7,911 | 2025-11-18 |
| 1 | 30 Shares of Visa Inc | $9,635 | 2025-11-18 |
| 1 | 40 Shares of SPDR S&P 500 ETF TR | $26,404 | 2025-11-18 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (74 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ABBOTT LABBS | AT COST | $26,000 | $25,058 |
| ADVANCED MICRO DEVICE | AT COST | $1,348,804 | $3,426,560 |
| AKAMAI TECHNOLOGIES | AT COST | $91,575 | $130,875 |
| ALIBABA GROUP HOLDINGS | AT COST | $141,800 | $293,160 |
| ALPHABET Inc | AT COST | $113,984 | $125,520 |
| AMAZON | AT COST | $199,844 | $251,132 |
| ALPS ETF TRUST ALERIAN MLP | AT COST | $277,215 | $352,650 |
| AMERICAN TOWER GROUP | AT COST | $36,310 | $35,114 |
| ANNALY CAPITAL MANAGEMENT | AT COST | $162,411 | $134,160 |
| APPLE COMPUTER | AT COST | $5,937,779 | $49,016,358 |
| AT&T INC | AT COST | $112,150 | $124,200 |
| BAIDU INC | AT COST | $203,616 | $261,320 |
| BANK OF AMERICA | AT COST | $51,640 | $55,000 |
| BLACKROCK CORP HIGH YLD FD | AT COST | $51,465 | $44,500 |
| BLACKROCK LIMITED DURATION | AT COST | $71,300 | $68,700 |
| BLACKSTONE MORTGAGE | AT COST | $203,659 | $191,300 |
| BP PLC | AT COST | $342,815 | $434,125 |
| BROADCOM | AT COST | $34,050 | $34,610 |
| CHEVRON | AT COST | $8,756 | $8,687 |
| CHIMERA IN 10.3482% PFD SERIES B | AT COST | $236,950 | $232,500 |
| CHIMERA IN 9.93622% PFD SERIES D | AT COST | $120,550 | $113,750 |
| COHEN & STEERS REIT | AT COST | $25,347 | $27,804 |
| COSTMARE INC | AT COST | $181,535 | $241,830 |
| ENTERPRISE | AT COST | $106,125 | $160,300 |
| EQUINOR ASA (name chng frm Statoil ASA) | AT COST | $84,787 | $118,150 |
| FIRST TRUST INC | AT COST | $50,193 | $34,824 |
| FREEPORT-MCMORAN INC | AT COST | $160,010 | $1,015,800 |
| GLOBAL X FDA NASDAQ 100 | AT COST | $83,525 | $88,350 |
| INVESCO QQQ TRUST | AT COST | $54,332 | $168,321 |
| ISHARES MORTGAGE TRAL ESTATE | AT COST | $107,050 | $110,900 |
| ISHARES MSCI BRAZIL ETF | AT COST | $111,810 | $158,850 |
| ISHARES MSCI EMERGING MKTS ETF | AT COST | $113,035 | $191,485 |
| JP MORGAN | AT COST | $119,764 | $128,888 |
| JP MORGAN NASDAQ EQT | AT COST | $407,919 | $435,900 |
| JP MORGAN EQUITY PREMIUM INCOME ETF | AT COST | $146,850 | $143,100 |
| KINDER MORGAN INC | AT COST | $217,620 | $412,350 |
| KKR & COMPANY LP | AT COST | $98,834 | $637,400 |
| LENNAR CORP | AT COST | $55,630 | $51,400 |
| LOCKEED MARTIN | AT COST | $133,616 | $145,101 |
| MERCK & CO INC | AT COST | $86,242 | $157,890 |
| MORGAN STANLEY | AT COST | $63,932 | $71,012 |
| MICROSOFT | AT COST | $186,943 | $236,974 |
| RITHM CAPITAL ( Formerly NEW RESIDENTIAL INVT CO) | AT COST | $310,090 | $272,500 |
| NEOS NASDAQ 100 HIGH | AT COST | $103,530 | $107,720 |
| NEUBERGER BERMAN HIGH YIELD STRATEGIES | AT COST | $75,457 | $51,894 |
| NIKE | AT COST | $294,190 | $286,695 |
| NIVIDIA | AT COST | $1,296,147 | $1,398,750 |
| NUSTAR ENERGY | AT COST | $126,802 | $104,820 |
| PETROLEO BRASILEIRO SAF | AT COST | $198,950 | $177,750 |
| PETROLEO BRASILEIRO SAF PBRA | AT COST | $111,799 | $112,700 |
| PGIM GLOBAL SHRT DUR HG YLD FD | AT COST | $75,405 | $65,772 |
| PHILIP MORRIS INTL | AT COST | $38,510 | $80,200 |
| PROSHARES TRUST PSHS ULT S&P 500 TOTAL | AT COST | $345,440 | $926,720 |
| PROSHARES ULTRA QQQ | AT COST | $73,800 | $1,056,150 |
| PROSHARES ULTRA SEMI CONDUCTOR | AT COST | $2,405,302 | $22,054,200 |
| PROSHARES ULTRA FIANNCIALS ETF | AT COST | $395,955 | $413,010 |
| QUALCOMM INC | AT COST | $12,380 | $12,829 |
| RTX CORP TOTAL | AT COST | $23,587 | $24,759 |
| ROYAL DUTCH SHELL PLC | AT COST | $314,220 | $551,100 |
| SELECT SECTOR SPDR TRUST ENERGY SELECT INDEX | AT COST | $264,467 | $447,100 |
| SELECT SECTOR INDUSTRIAL | AT COST | $15,884 | $16,443 |
| SELECT SECTOR FINANCIAL | AT COST | $7,911 | $8,435 |
| SPDR S&P 500 ETF | AT COST | $60,003 | $163,661 |
| SPDR S&P OIL&GAS EXPL | AT COST | $297,520 | $473,475 |
| SPDR S&P METALS & MINING ETF | AT COST | $92,200 | $621,660 |
| STARWOOD PROPERTY TRUST | AT COST | $212,170 | $180,100 |
| TARGET | AT COST | $225,150 | $195,500 |
| TELEFONICA BRASIL SA | AT COST | $128,859 | $118,600 |
| THE BLACKSTONE GROUP LP | AT COST | $136,382 | $616,560 |
| TOTAL S A | AT COST | $188,533 | $327,100 |
| UNITED HEALTH GROUP | AT COST | $137,657 | $165,055 |
| VISA | AT COST | $9,635 | $10,521 |
| VODAFONE GROUP PLC | AT COST | $319,971 | $330,250 |
| WILLIAMS COS INC (formerly Williams Partners) | AT COST | $255,926 | $601,100 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK/TAX ADJUSTMENT ON CAPITAL GAINS | $621,453 |
| Federal Taxes Paid | $51,797 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Interest Expenses | $1,348 | $1,348 | $1,348 | $0 |
| Broker Fees | $2,203 | $2,203 | $2,203 | $0 |
| Licenses | $1,500 | $1,500 | $1,500 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Partnership Distributions | Desc |
| Amt | $13,556 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SHORT OPTIONS | Desc |
| BOY Book Value | $1,003,600 | BOYBookValueAmt |
| EOY Book Value | $725,455 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Taxes | CategoryTxt |
| Amt | $10,139 | Amt |
| Net Investment Income | $10,139 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10,139 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments