S IRVING AND ANNE NEVARD SHERR FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- S IRVING AND ANNE NEVARD SHERR FOUNDATION INC (EIN 46-4070243)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-07-13
- IRS object ID
- 202641949349100654
- 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
- Schedule B
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-13T14:21:33-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222095327 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSS ANGLIM ANGELINI & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 775 MOUNTAIN BLVD | AddressLine1Txt |
| City | WATCHUNG | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07069 | 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 | 464070243 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | S IRVING & ANNE NEVARD SHERR FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O ORLOFF LOWENBACH ET AL | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SIRV | BusinessNameControlTxt |
| Phone | 9085611600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 WHIPPANY RD 100 | AddressLine1Txt |
| City | MORRISTOWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07960 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT S SHERR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9085611600 | PhoneNum |
| Signature | 2026-07-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELLEN HARRISON | PreparerPersonNm |
| PTIN | P00087530 | PTIN |
| Phone | 9085611600 | PhoneNum |
| Preparation | 2026-07-10 | 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 | $15,852,448 | 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 | $10,201,381 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $18,033 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18,033 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $155,725 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $155,725 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,137,931 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,643,304 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,150,773 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $12,513,070 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,324,531 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $18,750 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $18,750 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $26,745 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $26,745 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,300 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,388 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,388 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $49,041 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $48,081 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $99,224 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,469 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $48,795 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,555,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,555,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,654,224 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,469 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,603,795 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,858,846 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,275,062 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,394 | CashBOYAmt |
| Cash EOY | $1,396 | CashEOYAmt |
| Cash EOYFMV | $1,396 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $259,646 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $778,955 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $778,955 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,044,947 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,054,292 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,405,736 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,428,183 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,160,704 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $557,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,841,984 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,852,795 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $17,149 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,306 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,306 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,707 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,707 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $2,240,925 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,099,771 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,852,448 | 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 | $2,240,925 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,099,771 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,240,925 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,099,771 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,240,925 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,099,771 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,240,925 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,858,846 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,099,771 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,099,771 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES SHORT TERM | $153,146 | $159,415 | -$6,269 | -$6,269 | |
| PUBLICLY TRADED SECURITIES LONG TERM | $6,450,930 | $4,333,116 | $2,117,814 | $2,117,814 | |
| CAPITAL GAINS DIVIDENDS | $39,228 | $39,228 | $39,228 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,150,773 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $31,623 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $31,623 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $31,623 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,499 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $48,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $50,499 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $18,876 | OverpaymentAmt |
| Applied To ES Tax | $18,876 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | 0 | 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 | ORLOFF LOWENBACH ET AL | IndividualWithBooksNm |
| Phone | 9085611600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 WHIPPANY RD NO 100 | AddressLine1Txt |
| City | MORRISTOWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07960 | 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT S SHERR | ||||||||
| 561 EAST SADDLE RIVER ROAD | UPPER SADDLE RIVER | NJ | 07458 | PRESIDENT | 1.00 | $6,250 | $0 | $0 |
| JOEL D SIEGEL ESQ | ||||||||
| 44 WHIPPANY RD SUITE 100 | MORRISTOWN | NJ | 07960 | SECRETARY AND TREASURER | 4.00 | $6,250 | $0 | $0 |
| EUGENIA YUDANIN ESQ | ||||||||
| 44 WHIPPANY RD SUITE 100 | MORRISTOWN | NJ | 07960 | TRUSTEE | 1.00 | $6,250 | $0 | $0 |
| 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 | $9,048,065 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $580,786 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,628,851 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,628,851 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $144,433 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,484,418 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $474,221 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $474,221 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $31,623 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $31,623 | TotalTaxAmt |
| Distributable Before Adj | $442,598 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $442,598 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $442,598 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,603,795 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,603,795 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $442,598 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $154,084 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $186,146 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $177,298 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $178,602 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,100,918 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,797,048 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,603,795 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $442,598 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,161,197 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,958,245 | 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 | $154,084 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,804,161 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $186,146 | ExcessFromYear4Amt |
| Excess From Year3 | $177,298 | ExcessFromYear3Amt |
| Excess From Year2 | $178,602 | ExcessFromYear2Amt |
| Excess From Year1 | $1,100,918 | ExcessFromYear1Amt |
| Excess From Current Year | $2,161,197 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACLU-NJ FOUNDATION | |||||||
| PO BOX 32159 | NEWARK | NJ | 071020559 | NONE | PC | DEFENDS AND PROMOTES CIVIL LIBERTIES AND CIVIL RIGHTS THROUGH LITIGATION, PUBLIC EDUCATION, AND ADVOCACY, PROVIDING FREE LEGAL ASSISTANCE ON ISSUES SUCH AS FREE SPEECH, VOTING RIGHTS, PRIVACY, AND EQUAL PROTECTION STATEWIDE. | $510,000 |
| BIG BROTHER BIG SISTER | |||||||
| 500 BROAD STREET 2ND FLOOR | NEWARK | NJ | 07012 | NONE | PC | SUPPORT POSITIVE RELATIONSHIPS THAT HAVE A DIRECT AND LASTING EFFECT ON THE LIVES OF YOUNG PEOPLE | $100,000 |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| PO BOX 5892 | HICKSVILLE | NY | 11802 | NONE | PC | TO SUPPORT BIRTHRIGHT ISRAEL, A PROGRAM WHICH CURRENTLY PROVIDES OVER 48,000 YOUNG JEWISH ADULTS | $5,000 |
| B'NAI B'RITH INTERNATIONAL | |||||||
| PO BOX 170305 | MILWAUKEE | WI | 532178091 | NONE | PC | DEDICATED TO IMPROVING QUALITY OF LIFE FOR PEOPLE AROUND THE GLOBE | $5,000 |
| BRADY CENTER TO PREVENT GUN VIOLENCE | |||||||
| 840 FIRST ST NE 400 | WASHINGTON | DC | 20002 | NONE | PC | A COMPREHENSIVE APPROACH TO PREVENTING GUN VIOLENCE | $5,000 |
| CARING KIND | |||||||
| 360 LEXINGTON AVENUE | NEW YORK | NY | 10017 | NONE | PC | NYC LEADING EXPERT ON ALZHEIMERS AND DEMENTIA CAREGIVING | $10,000 |
| COLLEGE FOUNDATION FIORELLO H LAGUARDI | |||||||
| 31-10 THOMSON AVENUE ROOM E-517 | LONG ISLAND CITY | NY | 11101 | NONE | PC | TO EDUCATE AND GRADUATE ONE OF THE MOST DIVERSE STUDENT POPULATIONS IN THE COUNTRY TO BECOME CRITICAL THINKERS AND SOCIALLY RESPONSIBLE CITIZENS WHO HELP TO SHAPE A RAPIDLY EVOLVING SOCIETY. | $25,000 |
| COMMUNITY FOODBANK | |||||||
| 31 EVANS TERMINAL | HILLSIDE | NJ | 07205 | NONE | PC | A MEMBER OF FEEDING AMERICA, THE COMMUNITY FOODBANK OF NEW JERSEY DISTRIBUTES FOOD, PROVIDES NUTRITION EDUCATION AND JOB TRAINING, AND RUNS PROGRAMS FIGHTING HUNGER STATEWIDE, PARTNERING WITH PANTRIES AND AGENCIES TO FEED HUNDREDS OF THOUSANDS OF NEW JERSEY RESIDENTS EACH YEAR. | $35,000 |
| COMMUNITY HOSPICE FOUNDATION | |||||||
| 4266 SUNBEAM ROAD | JACKSONVILLE | FL | 32257 | NONE | PC | SERVES SERIOUSLY ILL PEOPLE AND THEIR FAMILIES DURING THE PROCESS OF DYING AND GRIEVING | $10,000 |
| DANA-FARBER CANCER INSTITUTE | |||||||
| PO BOX 849168 | BOSTON | MA | 02284 | NONE | PC | TO PROVIDE SUPPORT FOR ADULTS AND CHILDREN WITH CANCER WITH THE BEST TREATMENT AVAILABLE | $10,000 |
| GLASSROOTS INC | |||||||
| 10 BLEEKER STREET | NEWARK | NJ | 07102 | NONE | PC | TO SUPPORT COMMUNITY BASED ARTS EDUCATION | $350,000 |
| HILLEL INTERNATIONAL | |||||||
| PO BOX 92994 | WASHINGTON | DC | 20090 | NONE | PC | SUPPORTS THOUSANDS OF JEWISH STUDENTS ON MORE THAN 550 CAMPUSES | $5,000 |
| MEALS OF SARASOTA INC | |||||||
| PO BOX 178 | SARASOTA | FL | 34230 | NONE | PC | DELIVERS NUTRITIOUS MEALS TO PERSONS IN NEED IN THE SARASOTA COMMUNITY WHO ARE UNABLE TO PROVIDE OR | $5,000 |
| MUSIC WILL | |||||||
| PO BOX 43369 | MONTCLAIR | NJ | 070430369 | NONE | PC | FORMERLY LITTLE KIDS ROCK, MUSIC WILL IS THE LARGEST NONPROFIT MUSIC-EDUCATION PROVIDER IN U.S. PUBLIC SCHOOLS, TRAINING K-12 TEACHERS AND DONATING INSTRUMENTS TO BRING INCLUSIVE MODERN-BAND PROGRAMSROCK, POP, HIP-HOP, LATINTO OVER A MILLION STUDENTS ACROSS ALL FIFTY STATES. | $500,000 |
| NEW YORK-PRESBYTERIAN HOSPITAL | |||||||
| 525 EAST 68TH STREET | NEW YORK | NY | 10065 | NONE | PC | ONE OF THE NATION'S LARGEST ACADEMIC MEDICAL CENTERS, AFFILIATED WITH WEILL CORNELL MEDICINE AND COLUMBIA UNIVERSITY. IT DELIVERS COMPREHENSIVE PATIENT CARE, MEDICAL RESEARCH, AND PHYSICIAN TRAINING ACROSS A NETWORK OF HOSPITALS SERVING THE NEW YORK METROPOLITAN REGION. | $250,000 |
| NEWARK EMERGENCY | |||||||
| 982 BROAD STREET | NEWARK | NJ | 07102 | NONE | PC | FOR FAMILIES (NESF) HELPS ESSEX COUNTY INDIVIDUALS AND FAMILIES IN CRISIS WITH EMERGENCY FOOD, CLOTHING, SHELTER, RENTAL AND UTILITY AID, PLUS CASE MANAGEMENT, WORKFORCE DEVELOPMENT, HOUSING, AND RE-ENTRY PROGRAMS THAT PROMOTE LASTING SELF-SUFFICIENCY AND STABILITY. | $10,000 |
| NY HOLOCAUST MUSEUM | |||||||
| 36 BATTERY PLACE | NEW YORK | NY | 10280 | NONE | PC | MUSEUM OF JEWISH HERITAGE A LIVING MEMORIAL TO THE HOLOCAUST | $5,000 |
| NY PRESBYTERIAN FUND | |||||||
| 525 EAST 68TH STREET BOX 123 | NEW YORK | NY | 10065 | NONE | PC | THE NY PRESBYTERIAN HOSPITAL IS A WORLD CLASS ACADEMIC MEDICAL CENTER COMMITTED TO EXCELLENCE IN PATIENT CARE, RESEARCH, EDUCATION, AND COMMUNITY SERVICE. | $250,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 1223 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | TO ACTIVELY PROMOTE FAMILY PLANNING AND HEALTHY RESPONSIBLE REPRODUCTIVE AND SEXUAL BEHAVIOR | $20,000 |
| SIERRA CLUB FOUNDATION GRAND CANYON NATIONAL MONUMENT | |||||||
| 2101 WEBSTER STREET SUITE 1300 | OAKLAND | CA | 94612 | NONE | PC | PROMOTES CLIMATE SOLUTIONS, CONSERVATION & MOVEMENT BUILDING THROUGH STRATEGIC PHILANTHROPHY | $5,000 |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | NONE | PC | DEDICATED TO FIGHTING HATE AND BIGOTRY AND TO SEEKING JUSTICE FOR THE MOST VULNERABLE MEMBERS OF OUR SOCIETY. | $5,000 |
| SPECIAL OLYMPICS | |||||||
| 1133 19TH STREET NW | WASHINGTON | DC | 20036 | NONE | PC | TO PROVIDE YEAR-ROUND SPORTS TRAINING AND ATHLETIC COMPETITION IN A VARIETY OF OLYMPIC-TYPE SPORTS FOR CHILDREN AND ADULTS WITH INTELLECTUAL DISABILITIES, GIVING THEM CONTINUING OPPORTUNITIES TO DEVELOP PHYSICAL FITNESS, DEMONSTRATE COURAGE, EXPERIENCE JOY AND PARTICIPATE IN A SHARING OF GIFTS, SKILLS AND FRIENDSHIP WITH THEIR FAMILIES, OTHER SPECIAL OLYMPIC ATHLETES AND THE COMMUNITY. | $5,000 |
| THE FRESH AIR FUND | |||||||
| 633 THIRD AVENUE 14TH FL | NEW YORK | NY | 10017 | NONE | PC | LOW INCOME COMMUNITIES EXPERIENCE OUTDOOR SUMMER ADVENTURES | $10,000 |
| THE OPEN EYE THEATER | |||||||
| 960 MAIN STREET | MARGARETVILLE | NY | 12455 | NONE | PC | CREATES ORIGINAL IMAGE-DRIVEN THEATER, ANIMATING THE INANIMATE ON AN INTIMATE SCALE, AND BUILDS COMMUNITY BY ADVANCING ADVENTUROUS, ARTIST-DRIVEN PROGRAMMING. | $100,000 |
| THE VALERIE FUND | |||||||
| 2101 MILLBURN AVENUE | MAPLEWOOD | NJ | 07040 | NONE | PC | THE VALERIE FUND SUPPORTS COMPREHENSIVE HEALTHCARE FOR CHILDREN WITH CANCER AND BLOOD DISORDERS, FUNDING PSYCHOSOCIAL CARE AT EIGHT HOSPITAL-BASED CENTERS ACROSS NEW JERSEY, NEW YORK, AND PHILADELPHIA, PLUS CAMP HAPPY TIMES, SCHOLARSHIPS, AND EMERGENCY FAMILY ASSISTANCE FOR ROUGHLY 6,000 CHILDREN YEARLY. | $10,000 |
| WEDU TAMPA | |||||||
| 1300 NORTH BOULEVARD | TAMPA | FL | 336075699 | NONE | PC | TO SERVE THE PUBLIC GOOD AND TO AID IN THE CREATION OF AN INFORMED CITIZENRY. | $10,000 |
| WNET | |||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | NONE | PC | TO USE THE POWER OF MEDIA TO EDUCATE, INFORM, ENTERTAIN AND INSPIRE AUDIENCES EVERYWHERE. | $300,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,555,000 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,033 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $155,725 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,137,931 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,311,689 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,311,689 | TotalIncomeProducingActyAmt |
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 | ESTATE OF ANNE SHERR | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O ORLOFF LOWENBACH ET AL | AddressLine1Txt |
| City | MORRISTOWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07960 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,201,381 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $3,300 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,300 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | ATTORNEY GENERAL DOES NOT REQUIRE FORM 990-PF TO BE FILED. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FRANKLIN US GOVERNMENT SECURITIES FUND | $380,000 | $381,780 |
| ISHARES 3-7 YEAR TREASURY BOND ETF | $1,129,577 | $1,133,825 |
| ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE | $617,757 | $619,620 |
| VANGUARD SHORT-TERM CORPORATE BOND | $714,650 | $717,570 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (58 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $15,023 | $17,541 |
| ALPHABET INC CLASS C | $237,281 | $663,687 |
| AMAZON | $260,422 | $406,243 |
| AMERICAN TOWER CORP | $158,866 | $134,311 |
| APPLE INC | $465,481 | $815,580 |
| ARES MANAGEMENT CORP | $24,120 | $25,861 |
| ARTHUR J GALLAGHER & CO | $12,173 | $11,646 |
| ASTRAZENECA PLC | $254,630 | $349,334 |
| BLACKROCK INC | $242,753 | $374,619 |
| BROADCOM LTD | $151,287 | $692,200 |
| CANADIAN PACIFIC KANSAS CITY LTD | $30,687 | $29,452 |
| CHEVRON CORP | $18,824 | $18,289 |
| CLEARBRIDGE INTERNATIONAL GROWTH FUND | $205,000 | $211,688 |
| CONOCOPHILLIPS | $15,711 | $13,573 |
| COSTCO WHOLESALE CORP | $445,862 | $646,755 |
| DANAHER CORP | $21,543 | $20,603 |
| DODGE & COX INTERNATIONAL | $205,000 | $233,335 |
| DOVER CORP | $427,316 | $585,720 |
| EATON CORP | $66,706 | $63,702 |
| EATON VANCE ATLANTA CAPITAL | $354,996 | $339,048 |
| ECOLAB INC | $16,827 | $18,376 |
| ELI LILLY & CO | $20,989 | $26,867 |
| EVERGY INC | $19,621 | $18,123 |
| FRANKLIN SHORT DURATION U.S. GOVERNMENT ETF | $363,521 | $364,040 |
| HOME DEPOT INC | $71,666 | $72,261 |
| IQVIA HOLDINGS INC | $10,371 | $11,271 |
| ISHARES 20+ YEAR TREASURY BOND ETF | $177,386 | $174,320 |
| ISHARES CORE MSCI EMERGING MARKETS ETF | $88,062 | $100,830 |
| JPMORGAN CHASE & CO | $194,528 | $376,997 |
| KINDER MORGAN INC | $27,613 | $27,490 |
| KNOWLES CORP | $52,672 | $70,355 |
| LAM RESEARCH CORP | $243,620 | $684,720 |
| MASTERCARD INC-CLASS A | $275,357 | $422,451 |
| MATTHEW JAPAN FUND | $75,000 | $79,852 |
| MCDONALD'S CORP | $24,165 | $27,507 |
| META PLATFORMS INC | $22,603 | $26,404 |
| MICROSOFT CORP | $495,766 | $725,430 |
| MORGAN STANLEY | $31,262 | $47,933 |
| NETFLIX INC | $76,577 | $75,008 |
| NEXTERA ENERGY INC | $19,176 | $21,274 |
| NIVIDIA CORP | $182,993 | $223,800 |
| NORTHROP GRUMMAN CORP | $8,947 | $11,404 |
| O'REILLY AUTOMOTIVE CO | $65,302 | $95,771 |
| PEPSICO INC | $18,800 | $22,246 |
| PROTECT & GAMBLE | $172,639 | $160,507 |
| QUANTA SERVICE | $38,774 | $42,206 |
| REPUBLIC SERVICES INC | $41,642 | $42,386 |
| RTX CORP | $41,113 | $91,700 |
| S&P GLOBAL INC | $21,272 | $26,130 |
| SALESFORCE INC | $97,805 | $100,666 |
| SERVICENOW INC | $44,143 | $38,298 |
| STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $126,345 | $170,760 |
| STRYKER CORP | $154,386 | $221,426 |
| SYNOPSYS INC | $94,354 | $93,944 |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $97,068 | $303,890 |
| TEXAS INSTRUMENTS INC | $44,625 | $52,047 |
| TJX COS INC | $199,980 | $334,102 |
| WALMART INC | $57,532 | $104,725 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $401,077 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $400,844 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $643,870 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $653,448 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | DONATED STOCK: FAIR MARKET VALUE OVER DONOR'S COST | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $4,306 | BookValueAmt |
| EOYFMV | $4,306 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $26,745 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $26,745 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $48,081 | $48,081 | $0 |
| FILING FEE | $960 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $1,388 | Amt |
| Net Investment Income | $1,388 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |