STUART S FLAMBERG FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- STUART S FLAMBERG FOUNDATION (EIN 22-3755887)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-09
- IRS object ID
- 202531299349100528
- Schema version
- 2024v5.1
- 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
- Legal Fees Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-09T07:38:36-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 223454611 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Capital Enhancement LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 Independence BLVD STE 101 | AddressLine1Txt |
| City | Warren | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07059 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223755887 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Stuart S Flamberg Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STUA | BusinessNameControlTxt |
| Phone | 9084847700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 207 Trenton Blvd | AddressLine1Txt |
| City | Sea Girt | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08750 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mark A Competiello | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2025-05-09 | 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 | Steven A Calvelli | PreparerPersonNm |
| PTIN | P00743856 | PTIN |
| Phone | 9084847700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,355,765 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $178,707 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $178,707 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $178,707 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $60,215 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $60,215 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $60,215 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $98,897 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,210,372 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $98,897 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $5,969 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $75 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $337,894 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $337,819 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $244,891 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $35,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $35,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $35,000 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $35,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $9,455 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $9,455 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $9,455 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $9,455 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,700 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $2,700 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,700 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $73,500 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $73,500 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $73,500 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,776 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $30,640 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $30,640 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $30,640 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $30,640 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $151,295 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $151,295 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $151,295 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $80,571 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $520,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $520,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $671,795 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $151,295 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $151,295 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $601,071 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$333,901 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $186,524 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $93,596 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,667 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $442,816 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $341,915 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $341,915 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,851,754 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,498,781 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,449,023 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $4,299,549 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,427,901 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,155,039 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,136,926 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,136,926 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,467,276 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,277,171 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,355,765 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $9,467,276 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,277,171 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,467,276 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,277,171 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,467,276 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,277,171 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,467,276 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$333,901 | ExcessRevenueOverExpensesAmt |
| Other Increases | $143,796 | OtherIncreasesAmt |
| Subtotal | $9,277,171 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,277,171 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Morgan Stanley 4 743 | P | 2024-01-01 | 2024-01-01 | $237,033 | $231,106 | $5,927 | $5,927 |
| Morgan Stanley 4 743 | P | 2000-01-01 | 2024-01-01 | $973,297 | $880,369 | $92,928 | $92,928 |
| Morgan Stanley 3483 | P | 2024-01-01 | 2024-01-01 | $42 | $42 | $42 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $98,897 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $5,969 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,593 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,593 | SubtotalAmt |
| Tax Based On Investment Income | $2,593 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,279 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $17,279 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $14,686 | OverpaymentAmt |
| Applied To ES Tax | $14,686 | 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 | NJ | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mark Competiello | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9084847700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 207 Trenton Blvd | AddressLine1Txt |
| City | Sea Girt | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08750 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Gail E Straus | ||||||
| 14 Tree Line Drive | Freehold | NJ | 07728 | Trustee | 5.00 | $17,500 |
| Mark A Competiello | ||||||
| 207 Trenton Blvd | Sea Girt | NJ | 08750 | Trustee | 5.00 | $17,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,239,624 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $307,918 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,547,542 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $10,547,542 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $158,213 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,389,329 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $519,466 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $519,466 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,593 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,593 | TotalTaxAmt |
| Distributable Before Adj | $516,873 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $516,873 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $516,873 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $601,071 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $601,071 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $516,873 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $91,877 | UndistributedIncomePYAmt |
| Qualifying Distributions | $601,071 | QualifyingDistributionsAmt |
| Applied To Year1 | $91,877 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $509,194 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $7,679 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHABAD Jewish Center | |||||||
| 14 South Holmdel Road | Holmdel | NJ | 07733 | Charity | PC | General purposes | $240,000 |
| ASPCA | |||||||
| 260 Wall Street | Eantontown | NJ | 07724 | Charity | PC | General purposes | $5,000 |
| Notre Dame Academy | |||||||
| 78-78 Howard Ave | Staten Island | NY | 10301 | Charity | PC | General purposes | $80,000 |
| St Hubert's | |||||||
| 575 Woodland Ave | Madison | NJ | 07940 | Charity | PC | General Purposes | $5,000 |
| Make a Wish | |||||||
| 1347 Perrineville Rd | Monroe Twp | NJ | 08831 | Charity | PC | General Purposes | $2,500 |
| United Way of Monmouth Cty | |||||||
| 1415 Wyckoff Rd | Farmingdale | NJ | 07727 | Charity | PC | General purposes | $2,000 |
| Lustgarten Foundation | |||||||
| 425 Crossways Park Dr | Woodbury | NY | 11797 | Charity | PC | General purposes | $2,000 |
| Monmouth County SPCA | |||||||
| 260 Wall Street | Eatontown | NJ | 07724 | Charity | PC | General purposes | $3,750 |
| Shriners Hospital | |||||||
| 2900 N Rocky Point Dr | Tampa | FL | 33607 | Charity | PC | General Purposes | $1,000 |
| American Humane Society | |||||||
| 1255 23rd Street NW Suite 450 | Washington | DC | 20037 | Charity | PC | General Purposes | $2,000 |
| African Wildlife Federation | |||||||
| 1100 New Jersey Ave SE | Washington | DC | 20003 | Charity | PC | General Purposes | $3,750 |
| Ronald McDonald House | |||||||
| 405 E 73rd St | New York | NY | 10021 | Charity | PC | General Purposes | $1,000 |
| World Wildlife Fund | |||||||
| 1250 24th St | Washington | DC | 20037 | Charity | PC | General Purposes | $4,500 |
| Defenders of Wildlife | |||||||
| PO Box 1553 | Merrifield | VA | 22116 | Charity | PC | General Purposes | $2,000 |
| Disabled American Vets | |||||||
| 201 Varick St 4th Fl | New York | NY | 10014 | Charity | PC | General Purposes | $1,500 |
| Paralyzed American Vets | |||||||
| PO Box 758542 | Topeka | KS | 66675 | Charity | PC | General Purposes | $1,000 |
| Animal Legal Defense Fund | |||||||
| PO Box 96041 | Washington | DC | 20077 | Charity | PC | General Purposes | $1,000 |
| Salvation Army | |||||||
| 180 Newman Springs Rd | Red Bank | NJ | 07701 | Charity | PC | General Purposes | $1,000 |
| Nature Conservancy | |||||||
| PO Box 1556 | Merrifield | VA | 22116 | Charity | PC | General Purposes | $1,000 |
| North Shore Animal League | |||||||
| PO Box 97003 | Washington | DC | 20090 | Charity | PC | General Purposes | $1,000 |
| St Judes Childrens Medical Center | |||||||
| 220 E 42nd St | New York | NY | 10017 | Charity | PC | General Purposes | $2,000 |
| Friends of Animals | |||||||
| PO Box 150451 | Hartford | CT | 06101 | Charity | PC | General Purposes | $3,750 |
| Northeast Animal Shelter | |||||||
| 347 Highland Ave | Salem | MA | 01970 | Charity | PC | General purposes | $1,000 |
| Billion Oyster Project | |||||||
| 10 South Street Slip 7 | New York | NY | 10004 | Charity | PC | General Purposes | $2,000 |
| PADI AWARE Foundation | |||||||
| 30151 Tomas Suite 200 | Rancho Santa Margari | CA | 92688 | Charity | PC | General Purposes | $1,000 |
| Union Hill Cong | |||||||
| 364 Union Hill Rd | Manalapan | NJ | 07726 | Charity | PC | General Purposes | $2,720 |
| Maui Humane Society | |||||||
| Mehameha Loop | Puunene | HI | 96784 | Charity | PC | General Purposes | $1,000 |
| Wild Tomorrow Fund | |||||||
| 413 West 48th Street 3F | New York | NY | 10036 | Charity | PC | General Purposes | $1,000 |
| Marine Mammal Stranding Center | |||||||
| PO Box 773 | Brigantine | NJ | 08203 | Charity | PC | General Purposes | $1,000 |
| Coral Restoration Foundation | |||||||
| 89111 Overseas Highway | Tavernier | FL | 33070 | Charity | PC | General Purposes | $2,000 |
| Fulfill Monmouth and Ocean | |||||||
| 3300 NJ-66 | Neptune Township | NJ | 07753 | Charity | PC | General Purposes | $2,500 |
| Cape May County Zoo | |||||||
| 707 US-9 North | Cape May Court House | NJ | 08210 | Charity | PC | General Purposes | $15,000 |
| Philadelphia Zoo | |||||||
| 3400 W Girard Ave | Philadelphia | PA | 19104 | Charity | PC | General Purposes | $25,000 |
| Friends of the Israel Defense | |||||||
| PO Box 4224 | New York | NY | 10163 | Charity | PC | General Purposes | $5,000 |
| Staten Island Zoological Society | |||||||
| 614 Broadway | Staten Island | NY | 10310 | Charity | PC | General Purposes | $25,000 |
| Louie's Legacy Animal Recue | |||||||
| 35 E 35th St | New York | NY | 10016 | Charity | PC | General Purposes | $1,000 |
| WCS Global Resources | |||||||
| 2300 Southern Blvd | Bronx | NY | 10460 | Charity | PC | General Purposes | $50,000 |
| St Peters Boys High School | |||||||
| 200 Clinton Ave | Staten Island | NY | 10301 | Charity | PC | General Purposes | $1,000 |
| National Brain Tumor Society | |||||||
| 55 Chapel St | Newton | MA | 02458 | Charity | PC | General Purposes | $2,000 |
| Tunnel to Towers Foundation | |||||||
| 2361 Hyland Blvd | Staten Island | NY | 10306 | Charity | PC | General Purposes | $10,000 |
| THON Penn State | |||||||
| 227D HUB | University Park | PA | 16802 | Charity | PC | General Purposes | $1,030 |
| Marty's Place Senior Dog Sanctuary | |||||||
| 118 County Rd 526 | Allentown | NJ | 08501 | Charity | PC | General Purposes | $1,000 |
| Lamancha Animal Rescue | |||||||
| PO Box 656 | Unionville | PA | 19375 | Charity | PC | General Purposes | $1,000 |
| Bishop Loughlin Memorial High | |||||||
| 357 Clermont Ave | Brooklyn | NY | 11238 | Charity | PC | General Purposes | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $520,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $178,707 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $60,215 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $75 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $98,897 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $337,894 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $337,894 | 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 |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Estate of Stuart S Flamberg | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 444 Kissel Avenue | AddressLine1Txt |
| City | Staten Island | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $200,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Capital Enhancement | CategoryTxt |
| Amt | $2,700 | Amt |
| Net Investment Income | $2,700 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,700 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,700 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $9,455 | LegalFeesAmt |
| Net Investment Income | $9,455 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $9,455 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $9,455 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $75 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Contributions and increase in asset values | Desc |
| Amt | $143,796 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Morgan Stanley fees | $70,724 | $70,724 | $70,724 | $0 |
| Trustee Meeting expenses | $2,776 | $2,776 | $2,776 | $2,776 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Foreign | $640 | $640 | $640 | $640 |
| Taxes | $30,000 | $30,000 | $30,000 | $30,000 |
Comments