FEUERSTEIN FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- FEUERSTEIN FAMILY FOUNDATION INC (EIN 27-3971838)
- Tax period
- 2022-11-01 to 2023-10-31
- Filed
- 2024-03-11
- IRS object ID
- 202420719349100702
- Schema version
- 2022v5.0
- 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 Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-03-11T07:47:17-05:00 | ReturnTs |
| Tax Period End | 2023-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131459550 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAZARS USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 WEST 50TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100200002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273971838 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FEUERSTEIN MAIER FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FEUE | BusinessNameControlTxt |
| Phone | 2019471000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 SYLVAN AVENUE | AddressLine1Txt |
| City | ENGLEWOOD CLIFFS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07632 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT FEUERSTEIN TRUSTEE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2019471000 | PhoneNum |
| Signature | 2024-03-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | FEUERSTEIN TRUSTEE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARBARA LAROCCA | PreparerPersonNm |
| PTIN | P00185016 | PTIN |
| Phone | 2128127000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,243,595 | 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 | $15,133,205 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $256,637 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $256,637 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,146,933 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,638,468 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,249,173 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $16,536,775 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,505,810 | 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 |
| Taxes Rev And Expnss | $2,108 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,108 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $22,523 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $22,523 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,631 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,631 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,692,658 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,692,658 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,717,289 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,631 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,692,658 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $13,819,486 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,481,179 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $29,471 | CashBOYAmt |
| Cash EOY | $54,945 | CashEOYAmt |
| Cash EOYFMV | $54,945 | CashEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,162,533 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,439,983 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $42,389 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,673,868 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,748,667 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $71,860 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,891,346 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,243,595 | 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 | $71,860 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,891,346 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $71,860 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,891,346 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $71,860 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,891,346 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $71,860 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $13,819,486 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $13,891,346 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,891,346 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| 2400 SHARES OF EATON VANCE TAX MGD DIV EQU FD | 2009-05-05 | 2022-12-29 | $17,928 | $17,928 | $17,928 | |
| 1283 SHARES OF DT MIDSTREAM INC | 1999-09-16 | 2022-12-29 | $71,102 | $56,081 | $56,081 | $15,021 |
| 2 SHARES OF BERKSHIRE HATHAWAY INC | 2009-11-11 | 2023-02-02 | $941,053 | $737,027 | $737,027 | $204,026 |
| 841 SHARES OF MICROSOFT CORP | 2014-12-17 | 2023-02-02 | $219,942 | $156,412 | $156,412 | $63,530 |
| 5,336 SHARES OF APPLE INC | 2012-01-10 | 2023-02-02 | $802,528 | $721,787 | $721,787 | $80,741 |
| 5,000 SHARES OF ORACLE CORP | 1996-05-24 | 2023-02-13 | $439,016 | $419,778 | $419,778 | $19,238 |
| 2,640 SHARES OF AON PLC CL | 2000-02-23 | 2023-02-13 | $845,802 | $716,310 | $716,310 | $129,492 |
| 1 SHARE OF BERKSHIRE HATHAWAY INC | 2009-11-11 | 2023-03-06 | $477,805 | $375,792 | $375,792 | $102,013 |
| 5,400 SHARES OF APPLE INC | 2012-01-10 | 2023-03-06 | $841,862 | $760,155 | $760,155 | $81,707 |
| 200,000 SHARES OF FHLB | 2023-03-01 | 2023-04-03 | $200,000 | $50 | $50 | $199,950 |
| 1 SHARE OF BERKSHIRE HATHAWAY INC | 2010-06-02 | 2023-04-06 | $477,795 | $370,604 | $370,604 | $107,191 |
| 5,400 SHARES OF APPLE INC | 2023-01-10 | 2023-04-06 | $889,562 | $807,853 | $807,853 | $81,709 |
| 10 SHARES OF VANGUARD TOTAL BOND MARKET | 2018-01-17 | 2023-04-25 | $741 | -$69 | -$69 | $810 |
| 5,400 SHARES OF APPLE INC | 2012-01-10 | 2023-05-05 | $925,391 | $826,657 | $826,657 | $98,734 |
| 500,000 SHARES OF US TSY BILL | 2023-01-06 | 2023-05-15 | $500,000 | $5,000 | $5,000 | $495,000 |
| 5,400 SHARES OF APPLE INC | 2012-04-24 | 2023-06-05 | $995,644 | $892,702 | $892,702 | $102,942 |
| 500,000 SHARES OF US TSY BILL | 2023-01-06 | 2023-06-29 | $500,000 | $0 | $0 | $500,000 |
| 1 SHARE OF BERKSHIRE HATHAWAY INC | 2010-06-02 | 2023-05-05 | $492,297 | $385,106 | $385,106 | $107,191 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,249,173 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $103,988 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $103,988 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $103,988 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $14 | EsPenaltyAmt |
| Tax Due | $104,002 | 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 | NJ | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2019471000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 SYLVAN AVENUE | AddressLine1Txt |
| City | ENGLEWOOD CLIFFS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07632 | 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 |
|---|---|---|---|---|---|---|---|---|
| REGINA FEUERSTEIN | ||||||||
| 140 SYLVAN AVENUE | ENGLEWOOD CLIFFS | NJ | 07632 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ROBERT FEUERSTEIN | ||||||||
| 140 SYLVAN AVENUE | ENGLEWOOD CLIFFS | NJ | 07632 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LISA MAIER | ||||||||
| 140 SYLVAN AVENUE | ENGLEWOOD CLIFFS | NJ | 07632 | TRUSTEE | 1.00 | $0 | $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 | $11,886,973 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $642,436 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,529,409 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,529,409 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $187,941 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,341,468 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $617,073 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $617,073 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $103,988 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $103,988 | TotalTaxAmt |
| Distributable Before Adj | $513,085 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $513,085 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $513,085 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,692,658 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,692,658 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $513,085 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $120,231 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $83,638 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $129,336 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $100,816 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $160,509 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $594,530 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,692,658 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $513,085 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,179,573 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,774,103 | 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 | $120,231 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,653,872 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $83,638 | ExcessFromYear4Amt |
| Excess From Year3 | $129,336 | ExcessFromYear3Amt |
| Excess From Year2 | $100,816 | ExcessFromYear2Amt |
| Excess From Year1 | $160,509 | ExcessFromYear1Amt |
| Excess From Current Year | $2,179,573 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | REGINA FEUERSTEIN | ContributingManagerNm |
| Contributing Manager | ROBERT FEUERSTEIN | ContributingManagerNm |
| Contributing Manager | LISA MAIER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| JEWISH FAMILY AND CHILDREN'S SERVICES | ||||||
| 1485 TEANECK ROAD | TEANECK | NJ | 07666 | PC | ANNUAL FUND | $20,000 |
| JEWISH FEDERATION NORTHERN NJ | ||||||
| 50 EISENHOWER DR | PARAMUS | NJ | 07652 | PC | GENERAL SUPPORT | $37,000 |
| ENGLEWOOD HEALTH FOUNDATION | ||||||
| 350 ENGLE ST | ENGLEWOOD | NJ | 07631 | PC | GENERAL SUPPORT | $27,500 |
| TULANE UNIVERSITY | ||||||
| 6823 ST CHARLES AVE | NEW ORLEANS | LA | 70118 | PC | GENERAL SUPPORT | $1,000 |
| CHILDHOOD CANCER SOCIETY | ||||||
| 189 BERDAN AVE | WAYNE | NJ | 07470 | PC | GENERAL SUPPORT | $2,500 |
| FLAMES OF GIVING | ||||||
| 189 BERDAN AVE SUITE 402 | WAYNE | NJ | 07470 | PC | GENERAL SUPPORT | $500 |
| ORLANDO TORAH ACADEMY | ||||||
| 8651 COMMODITY CIR | ORLANDO | FL | 32819 | PC | GENREAL SUPPORT | $1,000 |
| UNIVERSITY OF HOUSTON | ||||||
| PO BOX 867 | HOUSTON | TX | 77001 | PC | GENERAL SUPPORT | $1,000 |
| ANSHEI EMUNA | ||||||
| 16189 JOG RD | DELRAY BEACH | FL | 33446 | PC | GENERAL SUPPORT | $3,600 |
| MEDIA CARES | ||||||
| 603 W 115TH ST PMB 371 | NEW YORK | NY | 10025 | PC | GENERAL SUPPORT | $25,000 |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | ||||||
| 100 RAOUL WALLENBERG PLACE | WASHINGTON | DC | 20024 | PC | GENERAL SUPPORT | $2,500,000 |
| AMERICAN ASSOCIATION FOR CANCER RESEARCH | ||||||
| 615 CHESTNUT ST 17TH FLOOR | PHILADELPHIA | PA | 19106 | PC | GENERAL SUPPORT | $1,140 |
| MEMORIAL SLOAN KETTERING | ||||||
| 1004 WHITNEY LANE | ALLENDALE | NJ | 07401 | PC | GENERAL SUPPORT | $250 |
| THE LYNNE & HOWARD HALPERN JARC CAMPUS | ||||||
| 21160 95TH AVENUE SOUTH | BOCA RATON | FL | 33428 | PC | GENERAL SUPPORT | $3,000 |
| ALZHEIMERS ASSOCIATION | ||||||
| 23 VREELAND ROAD SUITE 105 | FLORHAM PARK | NJ | 07932 | PC | GENERAL SUPPORT | $25,000 |
| MAGEN DAVID ADOM | ||||||
| 20 W 36TH ST | NEW YORK | NY | 10018 | PC | GENERAL SUPPORT | $5,000 |
| PAN-MASS CHALLENGE | ||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | PC | GENERAL SUPPORT | $500 |
| JCC OF FORT LEE | ||||||
| 96 LINWOOD PLAZA 385 | FORT LEE | NJ | 07024 | PC | GENERAL SUPPORT | $7,918 |
| TEMPLE EMANUEL OF CLOSTER | ||||||
| 180 PIERMONT ROAD | CLOSTER | NJ | 07624 | PC | GENERAL SUPPORT | $27,750 |
| HARLEM VILLAGE ACADEMIES | ||||||
| 35 W 124TH ST | NEW YORK | NY | 10027 | PC | GENERAL SUPPORT | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,692,658 | 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 | 14 | ExclusionCd |
| Exclusion | $256,637 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,146,933 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,403,570 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,403,570 | 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 |
|---|---|
| 4 | N/A |
| 8 | N/A |
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 (17 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| ROBERT SHIRA FEUERSTEIN | |||||||
| 1 | 14 RIO VISTA DRIVE PO BOX 698 | ALPINE | NJ | 07620 | $2,467,871 | Yes (X) | |
| LISA FEUERSTEIN MAIER GARY MAIER | |||||||
| 2 | 2150 BROADWAY APT NO 12D | NEW YORK | NY | 10023 | $2,428,754 | Yes (X) | |
| ROBERT SHIRA FEUERSTEIN | |||||||
| 3 | 14 RIO VISTA DRIVE | ALPINE | NJ | 07620 | $1,933,476 | Yes (X) | |
| ROBERT SHIRA FEUERSTEIN | |||||||
| 4 | 14 RIO VISTA DRIVE | ALPINE | NJ | 07620 | $1,396,095 | Yes (X) | |
| ROBERT SHIRA FEUERSTEIN | |||||||
| 5 | 14 RIO VISTA DRIVE | ALPINE | NJ | 07620 | $577,459 | Yes (X) | |
| ROBERT SHIRA FEUERSTEIN | |||||||
| 6 | 14 RIO VISTA DRIVE | ALPINE | NJ | 07620 | $280,640 | Yes (X) | |
| ROBERT SHIRA FEUERSTEIN | |||||||
| 7 | 14 RIO VISTA DRIVE | ALPINE | NJ | 07620 | $277,979 | Yes (X) | |
| ROBERT SHIRA FEUERSTEIN | |||||||
| 8 | 14 RIO VISTA DRIVE | ALPINE | NJ | 07620 | $365,661 | Yes (X) | |
| ROBERT SHIRA FEUERSTEIN | |||||||
| 9 | 14 RIO VISTA DRIVE | ALPINE | NJ | 07620 | $200,818 | Yes (X) | |
| REGINA FEUERSTEIN | |||||||
| 10 | 1530 PALISADES AVENUE APT NO 28L | FORT LEE | NJ | 07024 | $45,000 | Yes (X) | |
| LISA FEUERSTEIN MAIER GARY MAIER | |||||||
| 11 | 2150 BROADWAY APT NO 12D | NEW YORK | NY | 10023 | $2,241,263 | Yes (X) | |
| LISA FEUERSTEIN MAIER GARY MAIER | |||||||
| 12 | 2150 BROADWAY APT NO 12D | NEW YORK | NY | 10023 | $1,396,095 | Yes (X) | |
| LISA FEUERSTEIN MAIER GARY MAIER | |||||||
| 13 | 2150 BROADWAY APT NO 12D | NEW YORK | NY | 10023 | $231,533 | Yes (X) | |
| LISA FEUERSTEIN MAIER GARY MAIER | |||||||
| 14 | 2150 BROADWAY APT NO 12D | NEW YORK | NY | 10023 | $796,106 | Yes (X) | |
| LISA FEUERSTEIN MAIER GARY MAIER | |||||||
| 15 | 2150 BROADWAY APT NO 12D | NEW YORK | NY | 10023 | $406,250 | Yes (X) | |
| REGINA FEUERSTEIN | |||||||
| 16 | 1530 PALISADES AVENUE APT NO 28L | FORT LEE | NJ | 07024 | $70,397 | Yes (X) | |
| REGINA FEUERSTEIN | |||||||
| 17 | 1530 PALISADES AVENUE APT NO 28L | FORT LEE | NJ | 07024 | $17,808 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (14 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 3 | 14,976 SHARES OF APPLE INC. | $1,933,476 | 2023-12-29 |
| 4 | 3 SHARES OF BERKSHIRE HATHAWAY INC. | $1,396,095 | 2023-12-29 |
| 5 | 9,888 SHARES OF ISHARES S&P 500 GROWTH ETF | $577,459 | 2023-12-29 |
| 6 | 800 SHARES OF VANGUARD 500 INDEX FUND | $280,640 | 2023-12-29 |
| 7 | 783.018 SHARES OF VANGUARD 500 INDEX ADMIRAL | $277,979 | 2023-12-29 |
| 8 | 2,606 SHARES OF VANGUARD VALUE INDEX FUND | $365,661 | 2023-12-29 |
| 9 | 841 SHARES OF MICROSOFT CORPORATION | $200,818 | 2023-12-29 |
| 11 | 17,360 SHARES OF APPLE INC. | $2,241,263 | 2023-12-29 |
| 12 | 3 SHARES OF BERKSHIRE HATHAWAY INC. | $1,396,095 | 2023-12-29 |
| 13 | 652.186 SHARES OF VANGUARD 500 INDEX ADMIRAL | $231,533 | 2023-12-29 |
| 14 | 2,640 SHARES OF AON PLC | $796,106 | 2023-12-29 |
| 15 | 5,000 SHARES OF ORACLE CORPORATION | $406,250 | 2023-12-29 |
| 16 | 1,283 SHARES OF DT MIDSTREAM INC | $70,397 | 2023-12-28 |
| 17 | 2,400 SHARES OF EATON VANCE TAX-MANAGED GLOBAL DIVERSIFIED EQUITY INCOME FUND | $17,808 | 2023-12-28 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MORGAN STANLEY - STOCK | StockNm |
| EOY Book Value | $1,162,533 | EOYBookValueAmt |
| EOYFMV | $1,439,983 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MORGAN STANLEY - MUTUAL FUNDS | AT COST | $3,866,744 | $3,903,318 |
| MORGAN STANLEY - EFT & CEF | AT COST | $4,961,406 | $4,961,306 |
| MORGAN STANLEY - FIXED INCOME & PREFERRED SECURITIES | AT COST | $3,845,718 | $3,884,043 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $22,523 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $22,523 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $2,108 | Amt |
| Net Investment Income | $2,108 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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