MAURICE AND LENA RUSSO FAM FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MAURICE AND LENA RUSSO FAM FOUNDATION (EIN 47-2477939)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-09-07
- IRS object ID
- 202332509349100208
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-09-07T10:31:30-00:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113372475 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | David J DePinto CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 737 Smithtown Bypass | AddressLine1Txt |
| City | Smithtown | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11787 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | 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 Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Albert Russo | InCareOfNm |
| Business Name Control | MAUR | BusinessNameControlTxt |
| Phone | 6312498200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 Broadway APT 1712 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10013 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Albert Russo | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Phone | 6312498200 | PhoneNum |
| Signature | 2023-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Albert | PersonFirstNm |
| Person Last | Russo | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 000000000 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | David J DePinto | PreparerPersonNm |
| PTIN | P00234024 | PTIN |
| Phone | 6312498200 | PhoneNum |
| Preparation | 2023-09-07 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | 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 | $6,722,760 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $252,038 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $252,038 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $252,038 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $252,038 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $252,038 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $252,038 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $3,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,875 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,875 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,398 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,398 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $23,294 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $23,294 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,069 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $13,069 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $44,511 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,273 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $38,238 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $401,295 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $401,295 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $445,806 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,273 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $439,533 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$193,768 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $245,765 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $252,038 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,139,703 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,060,760 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,060,760 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $9,167,948 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,053,123 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,662,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,307,651 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,113,883 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,722,760 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $10,307,651 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,113,883 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,307,651 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,113,883 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,307,651 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,113,883 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,307,651 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$193,768 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,113,883 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,113,883 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,416 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,416 | SubtotalAmt |
| Tax Based On Investment Income | $3,416 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $3,453 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,453 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $3,453 | OriginalReturnTaxPaidAmt |
| Es Penalty | $154 | EsPenaltyAmt |
| Tax Due | $117 | TaxDueAmt |
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 |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| 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 |
| Individual With Books | Albert Russo | IndividualWithBooksNm |
| Phone | 2129660775 | 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 | 10001 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| 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 |
|---|---|---|---|---|---|---|
| Albert V Russo | ||||||
| 401 Broadway Suite 1712 | New York | NY | 10013 | Director | 005.00 | $0 |
| Clifton Russo | ||||||
| 401 Broadway Suite 1712 | New York | NY | 10013 | Director | 005.00 | $0 |
| Lawrence Russo | ||||||
| 401 Broadway Suite 1712 | New York | NY | 10013 | Director | 005.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $925,048 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,362,500 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,287,548 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $7,287,548 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $109,313 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,178,235 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $358,912 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $358,912 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,416 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,416 | TotalTaxAmt |
| Distributable Before Adj | $355,496 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $355,496 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $355,496 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $439,533 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $439,533 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $355,496 | DistributableAsAdjustedAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $57,118 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $31,079 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $54,159 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $2,959 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $88,197 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $439,533 | QualifyingDistributionsAmt |
| Applied To Current Year | $355,496 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $84,037 | RemainingDistriFromCorpusAmt |
| Total Corpus | $172,234 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $57,118 | PriorYearUndistributedIncmAmt |
| Taxable1 | $57,118 | Taxable1Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $31,079 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $141,155 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $54,159 | ExcessFromYear4Amt |
| Excess From Year2 | $2,959 | ExcessFromYear2Amt |
| Excess From Current Year | $84,037 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (127 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Simon Weisenthal Center | |||||||
| 11 Broadway STE 766 | New York | NY | 10004 | None | PC | Charitable | $1,000 |
| Sephardic Congregation | |||||||
| 15 W 16th St | New York | NY | 10011 | None | PC | Charitable | $1,500 |
| Conservation Fund | |||||||
| 1655 Fort Myers Drive STE 1300 | Arlington | VA | 22220 | None | PC | Charitable | $2,500 |
| National Breast Cancer Coalition | |||||||
| 2001 L Street NW STE 500 | Washington | DC | 20036 | None | PC | Charitable | $2,500 |
| USA Food Bank NYC | |||||||
| 39 Broadway | New York | NY | 10006 | None | PC | Charitable | $1,400 |
| Unicef USA | |||||||
| 3 United nations Plaza | New York | NY | 10017 | None | PC | Charitable | $2,500 |
| American Cancer Society | |||||||
| 132 W 32nd St | New York | NY | 10001 | None | PC | Charitable | $2,500 |
| Americares | |||||||
| 88 Hamilton Ave | Stamford | CT | 06902 | None | PC | Charitable | $5,000 |
| World Food Programs | |||||||
| 733 3rd Ave STE 23 | New York | NY | 10017 | None | PC | Charitable | $1,500 |
| American Friends of Magen David Adom | |||||||
| 20 W 36th Street | New York | NY | 10018 | None | PC | Charitable | $5,000 |
| Special Olympics | |||||||
| 1133 19th Street NW | Washington | DC | 20003 | None | PC | Charitable | $1,500 |
| World Vision | |||||||
| 34834 Weyerhauser Way South | Federal Way | WA | 98001 | None | PC | Charitable | $1,000 |
| Israel Cancer Society | |||||||
| 141 Washington Ave S 205 | Lawrence | NY | 11559 | None | PC | Charitable | $500 |
| American National Red Cross | |||||||
| 39 Leroy Ave | Darien | CT | 06820 | None | PC | Charitable | $1,500 |
| Action Against Hunger | |||||||
| 1 Whitehall St 2nd Floor | New York | NY | 10004 | None | PC | Charitable | $1,500 |
| Colel Chabad | |||||||
| 806 Eastern Parkway | Brooklyn | NY | 11213 | None | PC | Charitable | $15,000 |
| Friends of the Israel Defense Forces | |||||||
| PO Box 4224 | New York | NY | 10163 | None | PC | Charitable | $15,000 |
| Jewish National Fund | |||||||
| 42 E 69th Street | New York | NY | 10021 | None | PC | Charitable | $5,000 |
| PEF Israel Endowmwnt Fund-The Ramon Foundation | |||||||
| 630 Third Ave 15th Floor | New York | NY | 10017 | None | PC | Charitable | $1,500 |
| Union County Torah Center-Chabad | |||||||
| 111 Laurel Place | Westfield | NJ | 07090 | None | PC | Charitable | $1,800 |
| American Sephardi Federation | |||||||
| 15 W 15th Street | New York | NY | 10011 | None | PC | Charitable | $2,500 |
| Jewish National Fund | |||||||
| 42 E 69th Street | New York | NY | 10021 | None | PC | Charitable | $2,500 |
| Jewish National Fund | |||||||
| 42 E 69th Street | New York | NY | 10021 | None | PC | Charitable | $2,500 |
| Israel Magen Fund | |||||||
| 1405 North Broad St | Hillside | NJ | 07205 | None | PC | Charitable | $2,500 |
| Feeding America | |||||||
| 161 N Clark Street STE 700 | Chicago | IL | 60601 | None | PC | Charitable | $5,000 |
| JGive Friends of ASOR | |||||||
| PO Box 847 | Windemere | FL | 34786 | None | PC | Charitable | $2,000 |
| City Harvest | |||||||
| 6 East 32nd Street 5th Floor | New York | NY | 10016 | None | PC | Charitable | $5,000 |
| Food Bank NYC | |||||||
| 39 Broadway 10th Floor | New York | NY | 10006 | None | PC | Charitable | $5,000 |
| Community Foodbank NJ | |||||||
| 31 Evans Terminal | Hillside | NJ | 07205 | None | PC | Charitable | $2,500 |
| AFYA Foundation | |||||||
| 150 Saw Mill River Rd | Yonkers | NY | 11701 | None | PC | Charitable | $1,500 |
| American Friendsa of Beit Issie Shapiro | |||||||
| 25 W 45th Street STE 701 | New York | NY | 10036 | None | PC | Charitable | $5,000 |
| Israel Magen Fund | |||||||
| 1405 North Broad St | Hillside | NJ | 07205 | None | PC | Charitable | $2,500 |
| Americares | |||||||
| 88 Hamilton Ave | Stamford | CT | 06902 | None | PC | Charitable | $2,500 |
| The Sephardic Temple | |||||||
| 777 Branch Blvd PO Box 392 | Cedarhurst | NY | 11516 | None | PC | Charitable | $10,000 |
| The Sephardic Temple | |||||||
| 777 Branch Blvd PO Box 392 | Cedarhurst | NY | 11516 | None | PC | Charitable | $5,000 |
| World Jewish Congress | |||||||
| 501 Madison Ave | New York | NY | 10020 | None | PC | Charitable | $1,000 |
| USA for UNHCR | |||||||
| 150W 30th Street 18th Floor | New York | NY | 10001 | None | PC | Charitable | $1,500 |
| Meir Panim | |||||||
| 88 Walton Street B1 | Brooklyn | NY | 11206 | None | PC | Charitable | $1,800 |
| World Central Kitchen | |||||||
| 200 Massachusetts SAve NW 7th Floor | Washington | DC | 20001 | None | PC | Charitable | $2,625 |
| Unicef USA | |||||||
| 125 Maiden Lane | New York | NY | 10038 | None | PC | Charitable | $5,000 |
| US Holocaust Memorial Museum | |||||||
| 100 Raoul Wallenberg Place SW | Washington | DC | 20024 | None | PC | Charitable | $1,500 |
| International Rescue Committee | |||||||
| 122 East 42nd Street | New York | NY | 10168 | None | PC | Charitable | $2,000 |
| International Fellowship of Christians and Jews | |||||||
| 303 East Wacker Dr STE 2300 | Chicago | IL | 60601 | None | PC | Charitable | $1,000 |
| Citymeals on Wheels | |||||||
| 355 Lexington Ave | New York | NY | 10017 | None | PC | Charitable | $2,500 |
| Mercy Ships | |||||||
| PO Box 2020 | Garden Valley | TX | 75771 | None | PC | Charitable | $2,500 |
| Chabad of Islip | |||||||
| 49 Union Ave | Islip | NY | 11751 | None | PC | Charitable | $1,500 |
| AFMDA Magen David Adom | |||||||
| 20 W 36th Street STE 1100 | New York | NY | 10018 | None | PC | Charitable | $5,000 |
| World Food Program USA | |||||||
| 1750 H Street | Washington | DC | 20006 | None | PC | Charitable | $2,000 |
| WWWJTCCOrg | |||||||
| 5200 Campus Drive | College Park | MD | 20740 | None | PC | Charitable | $5,500 |
| JGive Friends of ASOR | |||||||
| 43 Lubin Tr | Lakewood | NJ | 08701 | None | PC | Charitable | $2,500 |
| Macular Degeneration Research | |||||||
| 22512 Gateway Center Drive | Clarksburg | MD | 20871 | None | PC | Charitable | $1,500 |
| USA for USHCR | |||||||
| 150W 30th Street 18th Floor | New York | NY | 10001 | None | PC | Charitable | $3,500 |
| Shriners Childrens Hospital | |||||||
| 2900 Rocky Point Drive | Tampa | FL | 33607 | None | PC | Charitable | $5,000 |
| American Heart Association | |||||||
| 7272 Greenville Ave | Dallas | TX | 75231 | None | PC | Charitable | $2,500 |
| St Jude | |||||||
| 501 St Jude Place | Memphis | TN | 38105 | None | PC | Charitable | $5,000 |
| Planned Parenthood | |||||||
| 114 University Ave | Rochester | NY | 14605 | None | PC | Charitable | $2,500 |
| Doctors Without Borders | |||||||
| 40 Rector Street 16th Floor | New York | NY | 10006 | None | PC | Charitable | $2,500 |
| World Central Kitchen | |||||||
| 200 Massachusetts Ave NW | Washington | DC | 20001 | None | PC | Charitable | $2,500 |
| Jewish National Fund | |||||||
| 42 E 69th Street | New York | NY | 10021 | None | PC | Charitable | $5,000 |
| PEF Israel Endowmwnt Fund-The Ramon Foundation | |||||||
| 630 Third Ave 15th Floor | New York | NY | 10017 | None | PC | Charitable | $1,500 |
| Alzeimers Association | |||||||
| 225 North Michigan Ave | Chicago | IL | 60601 | None | PC | Charitable | $2,500 |
| Special Olympics | |||||||
| 1133 19th Street NW | Washington | DC | 20036 | None | PC | Charitable | $1,500 |
| AFRMC | |||||||
| 636 Broadway STE 618 | New York | NY | 10012 | None | PC | Charitable | $3,600 |
| Michael J Fox Foundation | |||||||
| PO Box 4777 | New York | NY | 10163 | None | PC | Charitable | $5,000 |
| Lustgarten Foundation | |||||||
| 415 Crossways Park Dr STE D | Woodbury | NY | 11797 | None | PC | Charitable | $5,000 |
| Girls Town or Chadash | |||||||
| 1417 Coney Island Ave | Brooklyn | NY | 11230 | None | PC | Charitable | $2,500 |
| Children's Hospital of Philadelphia | |||||||
| PO Box 781352 | Philadelphia | PA | 19178 | None | PC | Charitable | $2,500 |
| NPO Slice out Hunger | |||||||
| 1 Whitehall St 2nd Floor | New York | NY | 10004 | None | PC | Charitable | $1,000 |
| American Kidney Fund | |||||||
| 900 Walt Whitman Rd STE 304 | Melville | NY | 11747 | None | PC | Charitable | $2,500 |
| Americares | |||||||
| 88 Hamilton Ave | Stamford | CT | 06902 | None | PC | Charitable | $3,000 |
| Disabled American Veterans | |||||||
| PO Box 14301 | Cincinnati | OH | 45250 | None | PC | Charitable | $2,500 |
| Project Hope | |||||||
| PO Box 5029 | Hagerstown | MD | 21741 | None | PC | Charitable | $2,500 |
| Shriners Childrens Hospital | |||||||
| 2900 Rocky Point Rd | Tampa | FL | 33607 | None | PC | Charitable | $5,000 |
| St Jude Chilrens Hospital | |||||||
| 501 St Jude Place | Memphis | TN | 38105 | None | PC | Charitable | $5,000 |
| Helen Keller Foundation | |||||||
| 352 Park Ave South | New York | NY | 10010 | None | PC | Charitable | $2,500 |
| International Rescue Committee | |||||||
| 122 East 42nd Street | New York | NY | 10168 | None | PC | Charitable | $2,500 |
| Wounded Warrior Project | |||||||
| 4899 Belfort Rd STE300 | Jacksonville | FL | 32256 | None | PC | Charitable | $5,000 |
| Community Foodbank of NJ | |||||||
| 31 Evans Terminal | Hillside | NJ | 07205 | None | PC | Charitable | $2,000 |
| Doctors without Borders | |||||||
| 40 Rector Street 16th Floor | New York | NY | 10006 | None | PC | Charitable | $2,500 |
| Paper Fig Foundation | |||||||
| 73 Spring St STE 406 | New York | NY | 10012 | None | PC | Charitable | $350 |
| Direct ReliefOrg | |||||||
| 6100 Wallace Becknell Rd | Santa Barbara | CA | 93117 | None | PC | Charitable | $2,500 |
| Mercy Ships | |||||||
| PO Box 2020 | Garden Valley | TX | 75771 | None | PC | Charitable | $2,500 |
| Action Against Hunger | |||||||
| One Whitehall St 2nd Floor | New York | NY | 10004 | None | PC | Charitable | $2,500 |
| US Holocaust Memorial | |||||||
| 100 Raoul Wallenberg Blvd | Washington | DC | 20024 | None | PC | Charitable | $2,500 |
| American Friends of Turkish Jewry | |||||||
| 234 East 23rd Street Apt 20A | New York | NY | 10010 | None | PC | Charitable | $5,000 |
| American Friends of the Jewish Museum | |||||||
| 115 W 29th Street | New York | NY | 10001 | None | PC | Charitable | $1,800 |
| World Vision | |||||||
| PO Box 9716 | Federal Way | WA | 98063 | None | PC | Charitable | $2,000 |
| Ocean Conservancy | |||||||
| 1300 19th Street NW | Washington | DC | 20036 | None | PC | Charitable | $500 |
| Sharsheret | |||||||
| 10 East 40th Street | New York | NY | 10016 | None | PC | Charitable | $2,500 |
| Critter Creek | |||||||
| 140 Gateway Drive | Lincoln | CA | 95648 | None | PC | Charitable | $500 |
| ShebaMedicalOrg | |||||||
| 575 Madison Ave 10th Floor | New York | NY | 10022 | None | PC | Charitable | $2,500 |
| Israel Magen Fund | |||||||
| 1405 North Broad St | Hillside | NJ | 07205 | None | PC | Charitable | $2,500 |
| Israel Cancer Center | |||||||
| 141 Washington Ave STE 205 | Lawrence | NY | 11559 | None | PC | Charitable | $1,000 |
| GLAOrg | |||||||
| 1290 East Main St 3rd Floor | Stamford | CT | 06902 | None | PC | Charitable | $10,420 |
| Foodbank NYC | |||||||
| 39 Broadway | New York | NY | 10006 | None | PC | Charitable | $2,500 |
| US Holocaust Museum | |||||||
| 100 Raoul Wallenberg Place SW | Washington | DC | 20024 | None | PC | Charitable | $1,800 |
| Feeding America | |||||||
| 161 North Clark Street STE 700 | Chicago | IL | 60601 | None | PC | Charitable | $2,500 |
| Nancy Lieberman Foundation | |||||||
| PO Box 261233 | Plano | TX | 75026 | None | PC | Charitable | $3,000 |
| Nancy Lieberman Foundation | |||||||
| PO Box 261233 | Plano | TX | 75026 | None | PC | Charitable | $460 |
| Nancy Lieberman Foundation | |||||||
| PO Box 261233 | Plano | TX | 75026 | None | PC | Charitable | $435 |
| Chabad of Islip | |||||||
| 102 E Main Street | BayShore | NY | 11706 | None | PC | Charitable | $1,000 |
| Gabrielle's Angels | |||||||
| 142 W 57th Street 11th Floor | New York | NY | 10019 | None | PC | Charitable | $5,500 |
| Toys for Tots | |||||||
| 18251 Quantico Gateway Dr | Triangle | VA | 22172 | None | PC | Charitable | $750 |
| American Sephardic Federation | |||||||
| 15 West 16th Street | New York | NY | 10011 | None | PC | Charitable | $2,600 |
| Hillel Sic Online | |||||||
| 800 Eighth Street | Washington | DC | 20001 | None | PC | Charitable | $1,800 |
| ASPCA | |||||||
| 424 E 92nd Street | New York | NY | 10128 | None | PC | Charitable | $1,000 |
| Kehila Kedosha Janina | |||||||
| 36 Midway Rd | Spring Valley | NY | 10977 | None | PC | Charitable | $1,800 |
| Sephardic Jewish Temple | |||||||
| 775 Branch Blvd | Cedarhurst | NY | 11516 | None | PC | Charitable | $1,000 |
| American Committee for Shaare Zedek | |||||||
| 1040 Ave of theAmericas | New York | NY | 10018 | Nonr | PC | Charitable | $2,500 |
| TCF Israel | |||||||
| One Whitehall Street 15th Floor | New York | NY | 10004 | None | PC | Charitable | $1,000 |
| Care USA | |||||||
| 151 Ellis St NE | Atlanta | GA | 30303 | None | PC | Charitable | $1,000 |
| Boston Children's Hospital | |||||||
| 401 Park Dr STE 602 | Boston | MA | 02215 | None | PC | Charitable | $2,000 |
| National Breast Cancer Coalition | |||||||
| 2001 L St NW | Washington | DC | 20036 | None | PC | Charitable | $1,000 |
| Feed the Hungry | |||||||
| 530 E Ireland Rd | South Bend | IN | 46614 | None | PC | Charitable | $2,000 |
| Dian Fossey Gorilla Fund | |||||||
| 800 Cherokee Ave SE | Atlanta | GA | 30315 | None | PC | Charitable | $1,000 |
| National Breast Cancer Foundation | |||||||
| 2600 Network Blvd SE | Frisco | TX | 75034 | None | PC | Charitable | $1,500 |
| Simon Wiesenthal Center | |||||||
| 11 Broadway STE 766 | New York | NY | 10004 | None | PC | Charitable | $1,000 |
| American Macular Degeneration Foundation | |||||||
| PO Box 515 | Northampton | MA | 01061 | None | PC | Charitable | $1,500 |
| Save the Children | |||||||
| 501 Kings Highway E STE 400 | Fairfield | CT | 06825 | None | PC | Charitable | $2,555 |
| Kehila Kedosha Janina | |||||||
| 280 Broome Street | New York | NY | 10002 | None | PC | Charitable | $1,800 |
| International Rescue Committee | |||||||
| 122 East 42nd Street | New York | NY | 10168 | None | PC | Charitable | $2,500 |
| Disabled American Veterans | |||||||
| 201 Varick Street 4th Floor | New York | NY | 10014 | None | PC | Charitable | $2,500 |
| Friends of ASOR | |||||||
| 209 Commerce Street | Alexandria | VA | 22314 | None | PC | Charitable | $15,000 |
| American Society for Yad Vashem | |||||||
| 500 5th Ave | New York | NY | 10110 | None | PC | Charitable | $5,000 |
| Leukemia Lymphoma Foundation | |||||||
| 3 International Drive | RyeBrook | NY | 10573 | None | PC | Charitable | $2,500 |
| Sephardic Jewish Brotherhood Foundation | |||||||
| 6767 108th Street | Forest Hills | NY | 11375 | None | PC | Charitable | $1,000 |
| American Friends of the Wingate Institute | |||||||
| 2148 Broadway | San Diego | CA | 92102 | None | PC | Charitable | $35,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $401,295 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $252,038 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $252,038 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $252,038 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Estate of Lena Russo | ||||||
| 1 | 401 Broadway Suite 1712 | New York | NY | 10013 | $0 | Yes (X) |
| Albert V Russo | ||||||
| 2 | 401 Broadway Suite 1712 | New York | NY | 10013 | $0 | Yes (X) |
| Lawrence Russo | ||||||
| 3 | 401 Broadway Suite 1712 | New York | NY | 10013 | $0 | Yes (X) |
| Clifton Russo | ||||||
| 4 | 401 Broadway Suite 1712 | New York | NY | 10013 | $0 | Yes (X) |
| Estate of Lena Russo | ||||||
| 5 | 401 Broadway Suite 1712 | New York | NY | 10013 | $0 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax Prep | CategoryTxt |
| Amt | $3,750 | Amt |
| Net Investment Income | $1,875 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,875 | 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 | FMV | ListedAtCostOrFMVCd |
| Book Value | $9,053,123 | BookValueAmt |
| EOYFMV | $5,662,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Supplies-Quickbooks | $120 | $120 |
| Amex Fee | $95 | $95 |
| Other Fees | $124 | $124 |
| Other Expenditures | $12,730 | $12,730 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| IRS | $3,398 | $3,398 |
| NYS Dept Law | $1,000 | $1,000 |
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