SAM & SARA MERMELSTEIN FAMILY FOUNDATION: Form 990PF, tax year 2025
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- Organization
- SAM & SARA MERMELSTEIN FAMILY FOUNDATION (EIN 20-0846315)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-07-09
- IRS object ID
- 202631909349101018
- Schema version
- 2025v4.2
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-09T15:22:53-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 921359524 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACCOUNTING ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6201 W HOWARD STREET 201 | AddressLine1Txt |
| City | NILES | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60714 | 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 | 200846315 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAM & SARA MERMELSTEIN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAM& | BusinessNameControlTxt |
| Phone | 7735390385 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6201 W HOWARD STREET 201 | AddressLine1Txt |
| City | NILES | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60714 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALLAN ISENBERG | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 7735390385 | PhoneNum |
| Signature | 2026-07-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANFORD BOKOR CPA | PreparerPersonNm |
| PTIN | P00283458 | PTIN |
| Phone | 8476753585 | PhoneNum |
| Preparation | 2026-07-02 | PreparationDt |
| 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 | $940,266 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $29,347 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $29,347 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $29,256 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,256 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,944 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,944 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,944 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $62,547 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $62,547 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $734 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $175 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,109 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $47,390 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $47,390 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $49,499 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $47,390 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $13,048 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $62,547 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,853 | CashBOYAmt |
| Cash EOY | $27,458 | CashEOYAmt |
| Cash EOYFMV | $27,458 | CashEOYFMVAmt |
| Corporate Stock BOY | $993,298 | CorporateStockBOYAmt |
| Corporate Stock EOY | $967,158 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $912,808 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $997,151 | TotalAssetsBOYAmt |
| Total Assets EOY | $994,616 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $940,266 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $997,151 | RetainedEarningBOYAmt |
| Retained Earning EOY | $994,616 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $997,151 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $994,616 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $997,151 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $994,616 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $997,151 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $13,048 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,010,199 | SubtotalAmt |
| Other Decreases | $15,583 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $994,616 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| MORGAN STANLEY #3258 | P | 2025-01-01 | 2025-12-31 | $57 | $57 | $57 |
| MORGAN STANLEY #3258 | P | 2024-01-01 | 2025-12-31 | $561 | $561 | $561 |
| CAPITAL GAINS DIVIDENDS | P | $3,326 | $3,326 | $3,326 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,944 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $869 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $869 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $869 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $780 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $780 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1 | EsPenaltyAmt |
| Tax Due | $90 | TaxDueAmt |
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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | 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 | NONE | WebsiteAddressTxt |
| Individual With Books | ALLAN ISENBERG | IndividualWithBooksNm |
| Phone | 7735390385 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6243 N LAWNDALE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60659 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALLAN ISENBERG | |||||||||||
| 6243 N LAWNDALE | CHICAGO | IL | 60659 | DIRECTOR | 0.00 | $0 | $0 | $0 | |||
| YISROEL RICH | |||||||||||
| DIRECTOR | 0.00 | $0 | $0 | $0 | RECHOV HIBNER 1 | PETACH TIKVAH ISRAEL | IS | ||||
| SHOSHANA RICH | |||||||||||
| DIRECTOR | 0.00 | $0 | $0 | $0 | RECHOV HIBNER 1 | PETACH TIKVAH ISRAEL | IS | ||||
| 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 | $902,778 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $902,778 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $902,778 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,542 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $889,236 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $44,462 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $44,462 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $869 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $869 | TotalTaxAmt |
| Distributable Before Adj | $43,593 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $43,593 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $43,593 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $47,390 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $47,390 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $43,593 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $66,471 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $27,736 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $58,406 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $19,716 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $172,329 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $47,390 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $43,593 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,797 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $176,126 | 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 | $66,471 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $109,655 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $27,736 | ExcessFromYear4Amt |
| Excess From Year2 | $58,406 | ExcessFromYear2Amt |
| Excess From Year1 | $19,716 | ExcessFromYear1Amt |
| Excess From Current Year | $3,797 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ALLAN ISENBERG | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6243 N LAWNDALE AVENUE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60659 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7735390385 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN APPLICATION INDICATING RELIGIOUS OR EDUCATIONAL PURPOSE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | ORGANIZED RELIGIOUS OR EDUCATION INSTITUTIONS ONLY | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF DARCHEI NOAM | |||||||
| 410 E 3RD ST | BROOKLYN | NY | 11218 | NONE | PC | EDUCATIONAL | $6,300 |
| AMERICAN FRIENDS OF LEKET ISRAEL | |||||||
| PO BOX 2090 | TEANECK | NJ | 07666 | NONE | PC | FOOD SERVICE NON FOR PROFIT | $2,000 |
| AMERICAN FRIENDS OF SHALVA | |||||||
| 441 LEXINGTON WAY | NEW YORK | NY | 10017 | NONE | PC | WELFARE | $2,000 |
| CHASDEI SARA TOYBA INC | |||||||
| 151 MOUNTAINVIEW DRIVE | LAKEWOOD | NJ | 08701 | NONE | PC | RELIGOUS NON FOR PROFIT | $1,000 |
| CHAVERIM ISRAEL FAMILY SERVICES | |||||||
| 1360 CLIFTON AVENUE | CLIFTON | NJ | 07012 | NONE | PC | MEDICAL AID NON FOR PROFIT | $1,000 |
| CHICAGO CHESED FUND | |||||||
| 7045 RIDGEWAY AVE | LINCOLNWOOD | IL | 60712 | NONE | PC | WELFARE | $4,000 |
| CONG ZICHRON AVOS | |||||||
| 183 WILSON ST PMB155 | BROOKLYN | NY | 11211 | NONE | PC | HOUSE OF WORSHIPHOUSE OF WORSHIP | $2,860 |
| CONGREGATION AGUDATH ISRAEL | |||||||
| 20 ACADEMY RD | CALDWELL | NJ | 07006 | NONE | PC | EDUCATIONAL NON FOR PROFIT | $1,220 |
| CONGREGATION EMUNAS YISROEL | |||||||
| 4310 16TH AVE | BROOKLYN | NY | 11219 | NONE | PC | HOUSE OF WORSHIP | $3,400 |
| CONGREGATION KEHILLATH JACOB | |||||||
| 3601 W DEVON AVENUE | CHICAGO | IL | 60659 | NONE | PC | HOUSE OF WORSHIP | $1,500 |
| CONGREGATION KHAL CHASIDIM | |||||||
| 6757 N RICHMOND ST | CHICAGO | IL | 60645 | NONE | PC | HOUSE OF WORSHIP | $2,500 |
| FRIENDS OF YAD SARAH | |||||||
| 445 PARK AVENUE | NEW YORK | NY | 10022 | NONE | PC | NON FOR PROFIT | $1,000 |
| GIRLS TOWN JERUSALEM | |||||||
| 1362 E 21ST | BROOKLYN | NY | 11210 | NONE | PC | NON FOR PROFIT ORGANZIATION | $1,000 |
| MIFAL CHESED | |||||||
| 1933 50TH ST | BROOKLYN | NY | 112041313 | NONE | PC | EDUCATIONAL | $2,000 |
| MISC ORGANIZED CHARITIES | |||||||
| 6201 WEST HOWARD ST | NILES | IL | 60714 | NONE | PC | EDUCATIONAL /SOCIAL | $7,010 |
| MOSDOT BOTOSHAN INC | |||||||
| 1148 49TH ST | BROOKLYN | NY | 11219 | NONE | PC | NON FOR PROFIT | $1,000 |
| PEF ISRAEL ENDOWMENT FUNDS | |||||||
| 630 3RD AVENUE | NEW YORK | NY | 10017 | NONE | PC | NON PROFIT ORGANIZATION | $1,000 |
| WOMENS LEAGUE FOR COMM SRVCS | |||||||
| SOUTH END BOSTON | BOSTON | MA | 02115 | NONE | PC | HOUSE OF WORSHIP | $2,000 |
| YESHIVA BAIS YISOREL | |||||||
| 6 ESTI CIRCLE | LAKEWOOD | NJ | 08701 | NONE | PC | EDUCATONAL NON FOR PROFIT | $1,000 |
| YESHIVA CHASAM SOFER | |||||||
| 1876 50TH STREET | BROOKLYN | NY | 11204 | NONE | PC | EDUCATIONAL | $3,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $47,390 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $29,347 | UnrelatedBusinessTaxblIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $29,256 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $3,326 | UnrelatedBusinessTaxblIncmAmt |
| Related Or Exempt Function Incm | $618 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $61,929 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $618 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $62,547 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | EDUCATIONAL AND SOCIAL WELFARE ACTIVITIES |
| 4 | EDUCATIONAL AND SOCIAL WELFARE ACTIVITIES |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $1,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES | StockNm |
| EOY Book Value | $967,158 | EOYBookValueAmt |
| EOYFMV | $912,808 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENTS FOR 2025 | Desc |
| Amt | $15,583 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCOUNT CHARGES | Desc |
| Revenue And Expenses Per Books | $175 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| IL CHARITY | $15 | $0 | $0 |
| EST FED TAX | $719 | $0 | $0 |