MAURICE AND LENA RUSSO FAM FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MAURICE AND LENA RUSSO FAM FOUNDATION (EIN 47-2477939)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-11
- IRS object ID
- 202433169349100948
- Schema version
- 2023v5.0
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-11T10:56:45-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871477713 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SASSERATH & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4175 VETERANS MEMORIAL HIGHWAY STE | AddressLine1Txt |
| City | RONKONKOMA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11779 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472477939 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAURICE AND LENA RUSSO FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MAUR | BusinessNameControlTxt |
| Phone | 6312498200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 BROADWAY SUITE 1712 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10013 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALBERT V RUSSO | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2129660775 | PhoneNum |
| Signature | 2024-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID J DEPINTO | PreparerPersonNm |
| PTIN | P00234024 | PTIN |
| Phone | 6313683110 | PhoneNum |
| Preparation | 2024-11-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,673,753 | 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 | $272,789 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $272,789 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $272,789 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $44,201 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $44,201 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $44,201 | DividendsAdjNetIncmAmt |
| Total Rev And Expnss | $316,990 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $316,990 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $316,990 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $4,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,475 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,475 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,743 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,743 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $10,352 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $10,352 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,651 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $3,651 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,221 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,218 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,003 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $412,442 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $412,442 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $436,663 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,218 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $428,445 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$119,673 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $308,772 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $316,990 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,060,760 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $989,753 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $989,753 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $9,053,123 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,013,257 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,684,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,113,883 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,003,010 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,673,753 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $2,650 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $2,650 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $10,113,883 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,000,360 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,113,883 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,000,360 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,113,883 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,003,010 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,113,883 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$119,673 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,150 | OtherIncreasesAmt |
| Subtotal | $10,000,360 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,000,360 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,292 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,292 | SubtotalAmt |
| Tax Based On Investment Income | $4,292 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $5,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $200 | EsPenaltyAmt |
| Overpayment | $508 | OverpaymentAmt |
| Applied To ES Tax | $508 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ALBERT V RUSSO | IndividualWithBooksNm |
| Phone | 6312498200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 BROADWAY SUITE 1712 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| ALBERT V RUSSO | ||||||||
| 401 BROADWAY SUITE 1712 | NEW YORK | NY | 10013 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| CLIFTON RUSSO | ||||||||
| 401 BROADWAY SUITE 1712 | NEW YORK | NY | 10013 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| LAWRENCE RUSSO | ||||||||
| 401 BROADWAY SUITE 1712 | NEW YORK | NY | 10013 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,035,079 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,673,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,708,079 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,708,079 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $100,621 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,607,458 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $330,373 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $330,373 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,292 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,292 | TotalTaxAmt |
| Distributable Before Adj | $326,081 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $326,081 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $326,081 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $428,445 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $428,445 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $326,081 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $54,159 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $2,959 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $84,037 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $141,155 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $428,445 | QualifyingDistributionsAmt |
| Applied To Current Year | $326,081 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $102,364 | RemainingDistriFromCorpusAmt |
| Total Corpus | $243,519 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $54,159 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $189,360 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $2,959 | ExcessFromYear3Amt |
| Excess From Year1 | $84,037 | ExcessFromYear1Amt |
| Excess From Current Year | $102,364 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (126 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| 1ST RESPONDERS CHILDREN FOUNDATION | |||||
| 38 E 32ND STREET STE 602 | NEW YORK | NY | 10016 | CHARITABLE CONTRIBUTION | $2,000 |
| AIDS WALK NY | |||||
| 307 WEST 38TH ST FL4 | NEW YORK | NY | 10018 | CHARITABLE CONTRIBUTION | $525 |
| ALMA RESEARCH CENTER ISRAEL | |||||
| 630 THIRD AVE 15TH FLOOR | NEW YORK | NY | 10017 | CHARITABLE CONTRIBUTION | $2,500 |
| ALMA RESEARCH CENTER ISRAEL | |||||
| 630 THIRD AVE 15TH FLOOR | NEW YORK | NY | 10017 | CHARITABLE CONTRIBUTION | $1,800 |
| ALZHEIMER'S ASSOCIATION | |||||
| 225 N MICHIGAN AVE FL17 | CHICAGO | IL | 60601 | CHARITABLE CONTRIBUTION | $2,500 |
| AMERICAN CANCER SOCIETY | |||||
| 132 W 32ND ST | NEW YORK | NY | 10001 | CHARITABLE CONTRIBUTION | $2,500 |
| AMERICAN FRIENDS OF BEIT ISSIE SHAP | |||||
| 25 W 45TH STREET STE 701 | NEW YORK | NY | 10036 | CHARITABLE CONTRIBUTION | $1,800 |
| AMERICAN FRIENDS OF MAGEN DAVID ADO | |||||
| 20 W 36TH STREET STE 1100 | NEW YORK | NY | 10018 | CHARITABLE CONTRIBUTION | $5,000 |
| AMERICAN FRIENDS OF MAGEN DAVID ADO | |||||
| 20 W 36TH STREET STE 1100 | NEW YORK | NY | 10018 | CHARITABLE CONTRIBUTION | $10,000 |
| AMERICAN FRIENDS OF MAGEN DAVID ADO | |||||
| 20 W 36TH STREET STE 1100 | NEW YORK | NY | 10018 | CHARITABLE CONTRIBUTION | $2,500 |
| AMERICAN FRIENDS OF MEIR PANIM | |||||
| 88 WALTON STREET STE B1 | BROOKLYN | NY | 11206 | CHARITABLE CONTRIBUTION | $2,500 |
| AMERICAN FRIENDS OF MEIR PANIM | |||||
| 88 WALTON STREET STE B1 | BROOKLYN | NY | 11206 | CHARITABLE CONTRIBUTION | $2,000 |
| AMERICAN FRIENDS OF RABIN MEDICAL C | |||||
| 636 BROADWAY STE 618 | NEW YORK | NY | 10012 | CHARITABLE CONTRIBUTION | $2,500 |
| AMERICAN FRIENDS OF RABIN MEDICAL C | |||||
| 636 BROADWAY STE 618 | NEW YORK | NY | 10012 | CHARITABLE CONTRIBUTION | $1,800 |
| AMERICAN FRIENDS OF SHEBA MED CENTE | |||||
| 575 MADISON AVE 10TH FL | NEW YORK | NY | 10022 | CHARITABLE CONTRIBUTION | $2,400 |
| AMERICAN FRIENDS OF SHEBA MED CENTE | |||||
| 575 MADISON ACE 10TH FL | NEW YORK | NY | 10022 | CHARITABLE CONTRIBUTION | $1,500 |
| AMERICAN FRIENDS OF THE JEWISH MUSE | |||||
| 115 W 29TH ST | NEW YORK | NY | 10001 | CHARITABLE CONTRIBUTION | $1,800 |
| AMERICAN FRIENDS OF THE WINGATE INS | |||||
| 2148 BROADWAY | SAN DIEGO | CA | 92102 | CHARITABLE CONTRIBUTION | $30,000 |
| AMERICAN FRIENDS OF THE WINGATE INS | |||||
| 2148 BROADWAY | SAN DIEGO | CA | 92102 | CHARITABLE CONTRIBUTION | $15,000 |
| AMERICAN FRIENDS OF THE WINGATE INS | |||||
| 2148 BROADWAY | SAN DIEGO | CA | 92102 | CHARITABLE CONTRIBUTION | $20,000 |
| AMERICAN FRIENDS OF THE WINGATE INS | |||||
| 2148 BROADWAY | SAN DIEGO | CA | 92102 | CHARITABLE CONTRIBUTION | $10,000 |
| AMERICAN FRIENDS OF TURKISH JEWRY | |||||
| 234 E 23RD ST APT20A | NEW YORK | NY | 10010 | CHARITABLE CONTRIBUTION | $5,000 |
| AMERICAN FRIENDS OF YAD LABANIM INC | |||||
| 1501 WILSHIRE BLVD | LOS ANGELES | CA | 90017 | CHARITABLE CONTRIBUTION | $1,500 |
| AMERICAN HEART ASSOCIATION | |||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | CHARITABLE CONTRIBUTION | $1,500 |
| AMERICAN HEART ASSOCIATION | |||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | CHARITABLE CONTRIBUTION | $2,500 |
| AMERICAN JEWISH JOINT DISTRIBUTION | |||||
| PO BOX 4124 | NEW YORK | NY | 10163 | CHARITABLE CONTRIBUTION | $5,000 |
| AMERICAN NATIONAL RED CROSS | |||||
| 39 LEROY AVE | DARIEN | CT | 06820 | CHARITABLE CONTRIBUTION | $3,000 |
| AMERICAN SEPHARDI FEDERATION | |||||
| 15 W 16TH ST | NEW YORK | NY | 10011 | CHARITABLE CONTRIBUTION | $2,600 |
| AMERICAN SEPHARDI FEDERATION | |||||
| 15 W 16TH ST | NEW YORK | NY | 10011 | CHARITABLE CONTRIBUTION | $2,500 |
| AMERICAN SOCIETY FOR PREVENTION OF | |||||
| 424 E 92ND STREET | NEW YORK | NY | 10128 | CHARITABLE CONTRIBUTION | $500 |
| AMERICARES | |||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | CHARITABLE CONTRIBUTION | $5,000 |
| BRIGHT FOCUS FOUNDATION | |||||
| 22512 GATEWAY CENTER DR | CLARKSBURG | MD | 20871 | CHARITABLE CONTRIBUTION | $2,500 |
| CARE USA | |||||
| 151 ELLIS STREET NE | ATLANTA | GA | 30303 | CHARITABLE CONTRIBUTION | $1,500 |
| CARE USA | |||||
| 151 ELLIS STREET NE | ATLANTA | GA | 30303 | CHARITABLE CONTRIBUTION | $2,000 |
| CATHOLIC MEDICAL MISSION BOARD | |||||
| 33-01 11TH ST | LONG ISLAND CITY | NY | 11106 | CHARITABLE CONTRIBUTION | $1,500 |
| CATHOLIC MEDICAL MISSION BOARD | |||||
| 33-01 11TH STREET | LONG ISLAND CITY | NY | 11106 | CHARITABLE CONTRIBUTION | $2,000 |
| CHADAB OF ISLIP | |||||
| 49 UNION AVE | ISLIP | NY | 11751 | CHARITABLE CONTRIBUTION | $1,800 |
| CITY HARVEST | |||||
| 6 E 32ND ST 5TH FLOOR | NEW YORK | NY | 10016 | CHARITABLE CONTRIBUTION | $5,000 |
| CITY MEALS ON WHEELS | |||||
| 355 LEXINGTON AVE | NEW YORK | NY | 10017 | CHARITABLE CONTRIBUTION | $2,500 |
| CITY MEALS ON WHEELS | |||||
| 355 LEXINGTON AVE | NEW YORK | NY | 10017 | CHARITABLE CONTRIBUTION | $2,000 |
| COLEL CHABAD | |||||
| 806 EASTERN PARKWAY | BROOKLYN | NY | 11213 | CHARITABLE CONTRIBUTION | $15,000 |
| COMMUNITY FOODBANK OF NJ | |||||
| 31 EVANS TERMINAL | HILLSIDE | NJ | 07205 | CHARITABLE CONTRIBUTION | $2,500 |
| DIRECT RELIEF | |||||
| 6100 WALLACE BECKNELL RD | SANTA BARBARA | CA | 93117 | CHARITABLE CONTRIBUTION | $2,500 |
| DOCTORS WITHOUT BORDERS | |||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | CHARITABLE CONTRIBUTION | $2,500 |
| DOCTORS WITHOUT BORDERS | |||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | CHARITABLE CONTRIBUTION | $2,550 |
| FEED ISRAEL | |||||
| 5229 NEW UTRECHT AVE | BROOKLYN | NY | 11219 | CHARITABLE CONTRIBUTION | $1,000 |
| FEED ISRAEL | |||||
| 5229 NEW UTRECHT AVE | BROOKLYN | NY | 11219 | CHARITABLE CONTRIBUTION | $1,000 |
| FEED ISRAEL | |||||
| 5229 NEW UTRECHT AVE | BROOKLYN | NY | 11219 | CHARITABLE CONTRIBUTION | $1,050 |
| FEEDING AMERICA | |||||
| 161 N CLARK ST STE 700 | CHICAGO | IL | 60601 | CHARITABLE CONTRIBUTION | $2,500 |
| FOOD BANK FOR NYC | |||||
| 39 BROADWAY 10TH FLOOR | NEW YORK | NY | 10006 | CHARITABLE CONTRIBUTION | $2,500 |
| FRIENDS OF ISRAEL DEFENSE FORCES | |||||
| PO BOX 4224 | NEW YORK | NY | 10163 | CHARITABLE CONTRIBUTION | $15,000 |
| FRIENDS OF UNITED HATZALAH | |||||
| 442 5TH AVE STE1866 | NEW YORK | NY | 10018 | CHARITABLE CONTRIBUTION | $1,500 |
| FRIENDS OF UNITED HATZALAH | |||||
| 442 5TH AVE STE 1866 | NEW YORK | NY | 10018 | CHARITABLE CONTRIBUTION | $2,500 |
| GABRIELLE'S ANGEL FOUNDATION | |||||
| 430 W 14TH STREET 5TH FL | NEW YORK | NY | 10013 | CHARITABLE CONTRIBUTION | $5,500 |
| GEORGE WASHINGTON HILLE | |||||
| 2300 H ST NW | WASHINGTON | DC | 20037 | CHARITABLE CONTRIBUTION | $360 |
| GIRLS TOWN OR CHADASH | |||||
| 1417 CONEY ISLAND AVE | BROOKLYN | NY | 11230 | CHARITABLE CONTRIBUTION | $2,500 |
| GLOBAL LYME ALLIANCE | |||||
| 1290 E MAIN ST 3RD FLOOR | STAMFORD | CT | 06902 | CHARITABLE CONTRIBUTION | $7,500 |
| HABITAT FOR HUMANITY | |||||
| 111 JOHN ST 7TH FL STE770 | NEW YORK | NY | 10038 | CHARITABLE CONTRIBUTION | $1,500 |
| HABITAT FOR HUMANITY | |||||
| 111 JOHN ST 7TH FL STE770 | NEW YORK | NY | 10038 | CHARITABLE CONTRIBUTION | $1,500 |
| HATZALAH OF METROWEST | |||||
| PO BOX 245 | WEST ORANGE | NJ | 07052 | CHARITABLE CONTRIBUTION | $1,000 |
| HATZALAH THON | |||||
| PO BOX 440 | WOODMERE | NY | 11598 | CHARITABLE CONTRIBUTION | $18 |
| HEART TO HEART INTERNATIONAL | |||||
| 11550 RENNER BLVD | LENEXA | KS | 66219 | CHARITABLE CONTRIBUTION | $2,500 |
| HILLEL INTERNATIONAL | |||||
| 800 8TH ST NW | WASHINGTON | DC | 20001 | CHARITABLE CONTRIBUTION | $371 |
| INT FELLOWSHIP OF CHRISTIANS & JEWS | |||||
| 303 EAST WACKER DRIVE | CHICAGO | IL | 60601 | CHARITABLE CONTRIBUTION | $1,500 |
| INTERNATIONAL FUND FOR ANIMAL WELFA | |||||
| 290 SUMMER STREET | YARMOUTH PORT | MA | 02675 | CHARITABLE CONTRIBUTION | $1,000 |
| INTERNATIONAL RESCUE COMMITTEE | |||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | CHARITABLE CONTRIBUTION | $2,500 |
| INTERNATIONAL RESCUE COMMITTEE | |||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | CHARITABLE CONTRIBUTION | $1,500 |
| ISRAEL 20 INC | |||||
| 8 HAMPTON RD | CLIFTON | NJ | 07012 | CHARITABLE CONTRIBUTION | $1,000 |
| ISRAEL CANCER CENTER | |||||
| 141 WASHINGTON AVE ST205 | LAWRENCE | NY | 11559 | CHARITABLE CONTRIBUTION | $1,000 |
| ISRAEL MAGEN FUND | |||||
| 1405 NORTH BROAD ST | HILLSIDE | NJ | 07205 | CHARITABLE CONTRIBUTION | $2,500 |
| ISRAEL MAGEN FUND | |||||
| 1405 NORTH BROAD ST | HILLSIDE | NJ | 07205 | CHARITABLE CONTRIBUTION | $2,500 |
| JEWISH NATIONAL FUND | |||||
| 42 E 69TH STREET | NEW YORK | NY | 10021 | CHARITABLE CONTRIBUTION | $5,000 |
| JEWISH NATIONAL FUND | |||||
| 42 E 69TH STREET | NEW YORK | NY | 10021 | CHARITABLE CONTRIBUTION | $3,600 |
| JEWISH NATIONAL FUND | |||||
| 42 E 69TH STREET | NEW YORK | NY | 10021 | CHARITABLE CONTRIBUTION | $2,000 |
| JEWISH PARTISANS EDUCATIONAL | |||||
| 2266 CALIFORNIA STREET | SAN FRANCISCO | CA | 94115 | CHARITABLE CONTRIBUTION | $1,800 |
| JEWISH PARTISANS EDUCATIONAL | |||||
| 2266 CALIFORNIA STREET | SAN FRANCISCO | CA | 94115 | CHARITABLE CONTRIBUTION | $1,000 |
| JGIVE | |||||
| 43 LUBLIN TR | LAKEWOOD | NJ | 08701 | CHARITABLE CONTRIBUTION | $1,800 |
| KEHILA KEDOSHA JANINA | |||||
| 280 BROOME STREET | NEW YORK | NY | 10002 | CHARITABLE CONTRIBUTION | $5,100 |
| KEHILA KEDOSHA JANINA | |||||
| 280 BROOME STREET | NEW YORK | NY | 10002 | CHARITABLE CONTRIBUTION | $13,500 |
| LESEA GLOBAL FEED THE HUNGRY | |||||
| 530 E IRELAND RD | SOUTH BEND | IN | 46614 | CHARITABLE CONTRIBUTION | $2,500 |
| LESEA GLOBAL FEED THE HUNGRY | |||||
| 530 E IRELAND RD | SOUTH BEND | IN | 46614 | CHARITABLE CONTRIBUTION | $2,500 |
| LESEA GLOBAL FEED THE HUNGRY | |||||
| 530 E IRELAND RD | SOUTH BEND | IN | 46614 | CHARITABLE CONTRIBUTION | $1,500 |
| LEUKEMIA AND LYMPHOMA SOCIETY | |||||
| 3 INTERNATIONAL DR STE200 | RYE BROOK | NY | 10573 | CHARITABLE CONTRIBUTION | $2,500 |
| LIGHTHOUSE GUILD | |||||
| 250 WEST 64TH STREET | NEW YORK | NY | 10023 | CHARITABLE CONTRIBUTION | $2,500 |
| MAKE A WISH AMERICA | |||||
| 1702 E HIGHLAND AV STE400 | PHOENIX | AZ | 85016 | CHARITABLE CONTRIBUTION | $1,500 |
| MARINE TOYS FOR TOTS | |||||
| 18251 QUANTICO GATEWAY DR | TRIANGLE | VA | 22172 | CHARITABLE CONTRIBUTION | $750 |
| MAUI UNITED WAY | |||||
| PO BOX 275 | KAHULUI | HI | 96733 | CHARITABLE CONTRIBUTION | $1,500 |
| MERCY SHIPS | |||||
| PO BOX 1930 | GARDEN VALLEY | TX | 75771 | CHARITABLE CONTRIBUTION | $2,500 |
| MERCY SHIPS | |||||
| PO BOX 1930 | GARDEN VALLEY | TX | 75771 | CHARITABLE CONTRIBUTION | $1,000 |
| MICHAEL J FOX FOUNDATION | |||||
| PO BOX 4777 | NEW YORK | NY | 10163 | CHARITABLE CONTRIBUTION | $3,000 |
| MUSCULAR DYSTROPHY ASSOCIATION | |||||
| 1016 W JACKSON BLVD | CHICAGO | IL | 60607 | CHARITABLE CONTRIBUTION | $1,800 |
| NANCY LIEBERMAN FOUNDATION | |||||
| PO BOX 261233 | PLANO | TX | 75026 | CHARITABLE CONTRIBUTION | $2,500 |
| NATIONAL BREAST CANCER FOUNDATION | |||||
| 2600 NETWORK BLVD SE | FRISCO | TX | 75034 | CHARITABLE CONTRIBUTION | $2,500 |
| PEF ISRAEL ENDOWMENT FUNDS | |||||
| 630 THIRD AVE 15TH FLOOR | NEW YORK | NY | 10017 | CHARITABLE CONTRIBUTION | $1,800 |
| PENN ALUMNI RELATION | |||||
| 3533 LOCUS WALK | PHILADELPHIA | PA | 19104 | CHARITABLE CONTRIBUTION | $160 |
| PENN ALUMNI RELATION | |||||
| 3533 LOCUS WALK | PHILADELPHIA | PA | 19104 | CHARITABLE CONTRIBUTION | $2,000 |
| PLANNED PARENTHOOD | |||||
| 114 UNIVERSITY AVE | ROCHESTER | NY | 14605 | CHARITABLE CONTRIBUTION | $2,500 |
| PRAGER U | |||||
| 15021 VENTURA BLVD 552 | SHERMAN OAKS | CA | 91403 | CHARITABLE CONTRIBUTION | $500 |
| PROJECT HOPE | |||||
| PO BOX 5029 | HAGERSTOWN | MD | 21741 | CHARITABLE CONTRIBUTION | $2,000 |
| SANDY HOOK PROMISE | |||||
| PO BOX 3489 | NEWTOWN | CT | 06470 | CHARITABLE CONTRIBUTION | $2,000 |
| SAVE THE CHILDREN | |||||
| 501 KINGS HIGHWAY EAST | FAIRFIELD | CT | 06825 | CHARITABLE CONTRIBUTION | $2,500 |
| SEPHARDIC COMMUNITY FOUNDATION | |||||
| 357 AVENUE WEST | BROOKLYN | NY | 11223 | CHARITABLE CONTRIBUTION | $1,800 |
| SEPHARDIC JEWISH BROTHERHOOD | |||||
| 6767 108TH STREET | FOREST HILL | NY | 11375 | CHARITABLE CONTRIBUTION | $1,000 |
| SEPHARDIC JEWISH BROTHERHOOD | |||||
| 6767 108TH STREET | FOREST HILL | NY | 11375 | CHARITABLE CONTRIBUTION | $5,000 |
| SHARSHERET | |||||
| 10 EAST 40TH STREET | NEW YORK | NY | 10016 | CHARITABLE CONTRIBUTION | $1,000 |
| SHRINERS HOSPITAL FOR CHILDREN | |||||
| 2900 ROCKY POINT DR | TAMPA | FL | 33607 | CHARITABLE CONTRIBUTION | $5,000 |
| SHRINERS HOSPITAL FOR CHILDREN | |||||
| 2900 ROCKY POINT DR | TAMPA | FL | 33607 | CHARITABLE CONTRIBUTION | $4,000 |
| SIMON WIESENTHAL CENTER | |||||
| 11 BROADWAY STE 766 | NEW YORK | NY | 10004 | CHARITABLE CONTRIBUTION | $1,500 |
| ST JUDE CHILDRENS RESEARCH HOSPITA | |||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | CHARITABLE CONTRIBUTION | $5,000 |
| ST JUDE CHILDRENS RESEARCH HOSPITA | |||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | CHARITABLE CONTRIBUTION | $5,100 |
| ST JUDE CHILDRENS RESEARCH HOSPITA | |||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | CHARITABLE CONTRIBUTION | $4,000 |
| THE LUSTGARTEN FOUNDATION | |||||
| 415 CROSSWAYS PARK DR | WOODBURY | NY | 11797 | CHARITABLE CONTRIBUTION | $5,000 |
| THE SEPHARDIC TEMPLE | |||||
| 775 BRANCH BLD PO BOX 392 | CEDARHURST | NY | 11516 | CHARITABLE CONTRIBUTION | $200 |
| THE SEPHARDIC TEMPLE | |||||
| 775 BRANCH BVD PO BOX 392 | CEDARHURST | NY | 11516 | CHARITABLE CONTRIBUTION | $15,000 |
| THE SEPHARDIC TEMPLE | |||||
| 775 BRANCH BVD PO BOX 392 | CEDARHURST | NY | 11516 | CHARITABLE CONTRIBUTION | $1,950 |
| THE SEPHARDIC TEMPLE | |||||
| 775 BRANCH BVD PO BOX 392 | CEDARHURST | NY | 11516 | CHARITABLE CONTRIBUTION | $1,950 |
| TUPELO PRESS | |||||
| PO BOX 1767 | NORTH ADAMS | MA | 01247 | CHARITABLE CONTRIBUTION | $258 |
| UNICEF USA | |||||
| 3 UNITED NATIONS PLAZA | NEW YORK | NY | 10017 | CHARITABLE CONTRIBUTION | $2,500 |
| UPENN | |||||
| 2929 WALNUT STREET STE100 | PHILADELPHIA | PA | 19104 | CHARITABLE CONTRIBUTION | $1,000 |
| US HOLOCAUST MEMORIAL MUSEUM | |||||
| 100 RAOUL WALLENBERG PLSW | WASHINGTON | DC | 20024 | CHARITABLE CONTRIBUTION | $1,500 |
| WORLD CENTRAL KITCHEN | |||||
| 200 MASSACHUSSETTS AVE NW | WASHINGTON | DC | 20001 | CHARITABLE CONTRIBUTION | $3,000 |
| WORLD FOOD PROGRAM USA | |||||
| 1750 H STREET NW STE 500 | WASHINGTON | DC | 20006 | CHARITABLE CONTRIBUTION | $2,500 |
| WORLD VISION | |||||
| PO BOX 9716 | FEDERAL WAY | WA | 98063 | CHARITABLE CONTRIBUTION | $2,500 |
| WORLD WILDLIFE FUND | |||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | CHARITABLE CONTRIBUTION | $1,500 |
| WOUNDED WARRIOR PROJECT | |||||
| 4899 BELFORT RD STE 300 | JACKSONVILLE | FL | 32256 | CHARITABLE CONTRIBUTION | $2,500 |
| ZAKA | |||||
| 2920 AVENUE R | BROOKLYN | NY | 11229 | CHARITABLE CONTRIBUTION | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $412,442 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $272,789 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $44,201 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $316,990 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $316,990 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,000 | Amt |
| Net Investment Income | $2,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,000 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 99% LLC INTEREST IN TREZOROS, LLC | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $9,013,257 | BookValueAmt |
| EOYFMV | $5,684,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| BANK CHARGES | $790 | $790 |
| DUES & SUBSCRIPTIONS | $197 | $197 |
| MEALS & MEETINGS EXPENSES | $2,664 | $2,664 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $6,150 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL ONE CREDIT CARD | Desc |
| EOY Book Value | $2,650 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TREZOROS LLC - PROFESSIONAL FEES | CategoryTxt |
| Amt | $2,475 | Amt |
| Net Investment Income | $2,475 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TREZOROS LLC - NYS LLC FILING FE | $173 | $173 |
| EXCISE TAX | $3,570 | $3,570 |
Comments