JIM NEUBERGER AND HELEN STAMBLER NEUBERGER FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JIM NEUBERGER AND HELEN STAMBLER NEUBERGER FOUNDATION INC (EIN 13-6066102)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-15
- IRS object ID
- 202531359349101608
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T07:50:07-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 136066102 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jim Neuberger and Helen Stambler Neuberger | BusinessNameLine1Txt |
| Business Name Line2 | Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | ROYR | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | jim neuberger | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-05-08 | 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 | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | 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 | $6,997,539 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $17,250 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17,250 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $98,177 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $98,177 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $102,223 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,724,603 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $102,223 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $217,650 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $217,650 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $52,372 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $52,372 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,544 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $744 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $33,603 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $56 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $33,547 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $88,519 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $53,172 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $33,547 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $337,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $337,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $425,519 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $53,172 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $370,547 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$207,869 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $164,478 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $769,574 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $105,462 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $105,462 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,304 | AcctRcvblAmt |
| Acct Rcvbl EOY | $1,304 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,304 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $269,922 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $197,910 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $199,570 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,526,526 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,623,809 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,902,404 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,354,547 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,784,215 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,788,799 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $4,920,569 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,712,700 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,997,539 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,920,569 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,712,700 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,920,569 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,712,700 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,920,569 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,712,700 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,920,569 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$207,869 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,712,700 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,712,700 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $1,724,603 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,622,380 | CostOrOtherBasisAmt |
| Gain Or Loss | $102,223 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $102,223 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $102,223 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,286 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,286 | SubtotalAmt |
| Tax Based On Investment Income | $2,286 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,251 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $1,251 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Tax Due | $1,036 | 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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| Jim Kaufman | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Jim Neuberger | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 1.0 | $0 | $0 | $0 |
| Helen Stambler Neuberger | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Treas, Dir, Sec, VP | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Neuberger Berman Corporation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Nat Fin Svcs PO Box 145443 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45250 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Mgmt | ServiceTypeTxt |
| Compensation | $52,372 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,681,152 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $308,377 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,989,529 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,989,529 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $104,843 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,884,686 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $344,234 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $344,234 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,286 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,286 | TotalTaxAmt |
| Distributable Before Adj | $341,948 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $341,948 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $341,948 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $370,547 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $370,547 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $341,948 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $104,212 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $104,212 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $370,547 | QualifyingDistributionsAmt |
| Applied To Current Year | $341,948 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $28,599 | RemainingDistriFromCorpusAmt |
| Total Corpus | $132,811 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $104,212 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $28,599 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $28,599 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Jim Neuberger | ContributingManagerNm |
| Contributing Manager | HELEN STAMBLER NEUBERGER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| 132 WEST 32ND ST | NEW YORK | NY | 10001 | N/A | PC | Charitable Event | $2,500 |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC | |||||||
| 125 BROAD ST 18TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | General & Unrestricted | $1,000 |
| AMNESTY INTERNATIONAL OF THE USA INC | |||||||
| 311 43RD ST 7TH FL | NEW YORK | NY | 10036 | N/A | PC | General & Unrestricted | $1,000 |
| BANK STREET COLLEGE OF EDUCATION | |||||||
| 610 W 112TH ST | NEW YORK | NY | 10025 | N/A | PC | General & Unrestricted | $3,000 |
| BARNES FOUNDATION | |||||||
| 2025 BENJAMIN FRANKLIN PKWY | PHILADELPHIA | PA | 19130 | N/A | PC | General & Unrestricted | $10,000 |
| BROADWAY MALL ASSOCIATION INC | |||||||
| 2095 BROADWAY STE 403 | NEW YORK | NY | 10023 | N/A | PC | General & Unrestricted | $1,000 |
| BROWN UNIVERSITY | |||||||
| BOX 1976 | PROVIDENCE | RI | 02912 | N/A | PC | General & Unrestricted | $1,000 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 6025 SANTA MONICA BLVD STE 204 | LOS ANGELES | CA | 90038 | N/A | PC | General & Unrestricted | $1,500 |
| DORRANCE DANCE INCORPORATED | |||||||
| 520 8TH AVE BOX 363 | NEW YORK | NY | 10018 | N/A | PC | Music From The Sole | $1,000 |
| ENVIRONMENTAL DEFENSE FUND INCORPORATED | |||||||
| 257 PARK AVE S 11TH FL | NEW YORK | NY | 10010 | N/A | PC | General & Unrestricted | $1,000 |
| ETHICAL CULTURE FIELDSTON SCHOOL | |||||||
| 33 CENTRAL PARK W | NEW YORK | NY | 10023 | N/A | PC | General & Unrestricted | $2,000 |
| FRIENDS OF THE NEUBERGER MUSEUM INC | |||||||
| 735 ANDERSON HILL RD | PURCHASE | NY | 10577 | N/A | PC | The Helen Stambler Neuberger Museum Acquisition Fund | $250 |
| FRIENDS OF THE NEUBERGER MUSEUM INC | |||||||
| 735 ANDERSON HILL RD | PURCHASE | NY | 10577 | N/A | PC | General & Unrestricted | $21,000 |
| INNOCENCE PROJECT INC | |||||||
| 40 WORTH ST RM 701 | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $1,000 |
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | N/A | PC | General & Unrestricted | $1,000 |
| JAZZ FOUNDATION OF AMERICA INC | |||||||
| 247 W 37TH ST | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $4,000 |
| MEDECINS SANS FRONTIERES USA INC | |||||||
| 40 RECTOR ST 16TH FL | NEW YORK | NY | 10006 | N/A | PC | General & Unrestricted | $1,000 |
| NATIONAL DANCE INSTITUTE INC | |||||||
| 217 W 147TH ST | NEW YORK | NY | 10039 | N/A | PC | General & Unrestricted | $233,250 |
| NATIONAL PUBLIC RADIO INC | |||||||
| PO BOX 791490 | BALTIMORE | MD | 21279 | N/A | PC | General & Unrestricted | $1,000 |
| NATURAL RESOURCES DEFENSE COUNCIL INC | |||||||
| 40 WEST 20TH ST 11TH FLOOR | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $1,000 |
| NEW YORK CIVIL LIBERTIES UNION FOUNDATION | |||||||
| 125 BROAD ST 19TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | General & Unrestricted | $1,000 |
| NEW YORK PUBLIC RADIO | |||||||
| 160 VARICK ST | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $1,000 |
| NEW YORK UNIVERSITY | |||||||
| ONE PARK AVE 5TH FLOOR | NEW YORK | NY | 10016 | N/A | PC | To support General Internal Medicine Education Innovations | $3,500 |
| PBS FOUNDATION | |||||||
| 1225 S CLARK ST | ARLINGTON | VA | 22202 | N/A | SO I | General & Unrestricted | $1,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | |||||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $2,000 |
| PUBLIC CITIZEN FOUNDATION INC | |||||||
| 1600 20TH ST NW | WASHINGTON | DC | 20009 | N/A | PC | General & Unrestricted | $1,000 |
| REPRODUCTIVE FREEDOM FOR ALL FOUNDATION | |||||||
| 1725 EYE ST NW SUITE 900 | WASHINGTON | DC | 20006 | N/A | PC | General & Unrestricted | $1,000 |
| RUTGERS UNIVERSITY FOUNDATION | |||||||
| PO BOX 193 | NEW BRUNSWICK | NJ | 08903 | N/A | PC | Charitable Event | $15,000 |
| STORM KING ART CENTER | |||||||
| 1 MUSEUM RD | NEW WINDSOR | NY | 12553 | N/A | PC | General & Unrestricted | $2,500 |
| SYMPHONY SPACE INC | |||||||
| 2537 BROADWAY | NEW YORK | NY | 10025 | N/A | PC | General & Unrestricted | $1,000 |
| THE ASSOCIATION FOR FRONTOTEMPORAL DEGENERATION | |||||||
| 2700 HORIZON DR STE 120 | KING OF PRUSSIA | PA | 19406 | N/A | PC | General & Unrestricted | $2,000 |
| THE BROTHERHOOD SISTER SOL INC | |||||||
| 512 W 143RD ST | NEW YORK | NY | 10031 | N/A | PC | General & Unrestricted | $500 |
| THE DOOR - A CENTER OF ALTERNATIVES INC | |||||||
| 121 AVE OF THE AMERICAS STE 506 | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $1,000 |
| THE FORTUNE SOCIETY INC | |||||||
| 29-76 NORTHERN BLVD | LONG ISLAND CITY | NY | 11101 | N/A | PC | General & Unrestricted | $1,000 |
| THE STUDIO MUSEUM IN HARLEM | |||||||
| 144 W 125TH ST | NEW YORK | NY | 10027 | N/A | PC | General & Unrestricted | $2,500 |
| TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NY | |||||||
| 622 W 113TH ST MC4524 | NEW YORK | NY | 10025 | N/A | PC | Roger Lehecka Double Discovery Center | $10,000 |
| VERA INSTITUTE OF JUSTICE INC | |||||||
| 34 35TH ST UNIT 4 2A | BROOKLYN | NY | 11232 | N/A | PC | General & Unrestricted | $1,000 |
| VILLAGE COMMUNITY FUND | |||||||
| 24338 EL TORO RD STE E PMB 223 | LAGUNA WOODS | CA | 92637 | N/A | PC | General & Unrestricted | $500 |
| WNET | |||||||
| 825 8TH AVENUE | NEW YORK | NY | 10019 | N/A | PC | General & Unrestricted | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $337,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,250 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $98,177 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $102,223 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $217,650 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $217,650 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (37 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC NOTE - 4.800% - 03/ | $49,930 | $50,291 |
| ADOBE INC NOTE - 4.850% - 04/0 | $49,975 | $50,349 |
| AMERICAN HONDA FIN - 4.950% - | $49,993 | $50,089 |
| APPLE INC NOTE CALL MAKE WHOLE | $45,018 | $44,929 |
| ASTRAZENECA FINANCE LLC NOTE - | $49,916 | $50,293 |
| BANK MONTREAL MEDIUM SER H MTN | $45,000 | $45,519 |
| BANK NOVA SCOTIA HALIFAX SER I | $49,967 | $49,955 |
| BHP BILLTON FIN - 5.250% - 09/ | $44,927 | $45,466 |
| BLACKROCK FUNDING INC. NOTE - | $49,999 | $50,114 |
| BP CAP MKTS AMER INCNOTE - 5.0 | $50,000 | $50,548 |
| BRISTOL-MYERS SQUIBBO NOTE - 4 | $49,946 | $50,417 |
| CANADIAN IMP BK - 3.300% - 04/ | $49,973 | $49,811 |
| CATERPILLAR FINL SVCS MTNS BE | $49,975 | $49,804 |
| CINTAS CORP NO 2 NOTE CALL MAK | $49,989 | $49,765 |
| CISCO SYS INC NOTE CALL - 4.80 | $49,935 | $50,365 |
| DTE ELEC CO SER B BOND - 4.850 | $49,992 | $50,396 |
| ELI LILLY & CO NOTE CALL - 4.5 | $49,974 | $50,114 |
| ENTERPRISE PRODS OPER LLC - 4. | $44,915 | $45,007 |
| HOME DEPOT INC NOTE - 4.000% - | $44,918 | $44,850 |
| HONEYWELL INTL INC NOTE CALL M | $49,999 | $50,182 |
| INTEL CORP - 4.875% - 02/10/20 | $45,000 | $45,009 |
| INTUIT NOTE - 5.250% - 09/15/2 | $44,960 | $45,479 |
| JOHN DEERE - 4.950% - 06/06/20 | $44,975 | $45,058 |
| JPMORGAN CHASE &CO NOTE - 4.50 | $54,999 | $54,513 |
| MARCH & MCLENNAN COS INC - 4.5 | $54,936 | $54,941 |
| MORGAN STANLEY SER I MTN - 4.6 | $45,074 | $44,953 |
| NATIONAL RURAL UTILS COOP FIN | $50,000 | $49,327 |
| PEPSICO INC - 4.550% - 02/13/2 | $45,026 | $45,099 |
| PFIZER INVESTMENT ENTERPRISES | $44,947 | $44,937 |
| PNC FINL SVCS - 5.300% - 01/21 | $50,000 | $50,423 |
| ROYAL BK CDA MTN CALL MAKE WHO | $50,000 | $49,810 |
| STATE STREET CORP NOTE - 4.993 | $50,060 | $50,412 |
| THERMO FISHER SCIENTIFIC INC N | $44,969 | $45,427 |
| TORONTO DOMINION BANK MEDIUM T | $49,999 | $50,173 |
| TOYOTA MTR CR CORP SER B NOTE | $44,960 | $44,763 |
| WALMART INC - 3.900% - 09/09/2 | $44,969 | $44,842 |
| WESTPAC BANKING CORPORATION - | $45,000 | $45,369 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (32 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $110,887 | $118,766 |
| ALPHABET INC CL C | $108,869 | $193,297 |
| AMAZON COM | $95,031 | $236,941 |
| AMETEK INC | $100,951 | $117,169 |
| APPLE INC | $10,680 | $308,517 |
| ASML HOLDING NV NY REG SHS | $22,558 | $90,100 |
| ASTRAZENECA | $119,132 | $122,850 |
| BROADCOM INC | $98,073 | $98,532 |
| CDW CORP | $47,595 | $77,970 |
| CHURCH & DWIGHT | $114,210 | $146,594 |
| COOPER COMPANIES INC | $92,638 | $94,228 |
| DANAHER CORP | $79,531 | $125,105 |
| ELI LILLY & CO | $47,264 | $145,908 |
| EOG RESOURCES INC | $91,456 | $148,935 |
| EQT CORPORATION | $115,351 | $136,716 |
| FISERV, INC | $73,458 | $287,588 |
| GXO LOGISTICS | $155,773 | $124,410 |
| HOME DEPOT INC | $104,512 | $132,257 |
| INTUIT | $64,470 | $128,214 |
| JP MORGAN CHASE | $40,812 | $190,569 |
| MASTERCARD INC | $107,209 | $152,705 |
| MCDONALD'S CORP | $101,710 | $115,956 |
| META PLATFORMS INC | $60,177 | $81,971 |
| MICROSOFT CORP | $138,008 | $516,337 |
| MOTOROLA SOLUTIONS INC | $48,290 | $152,536 |
| NEXTERA ENERGY, INC | $121,807 | $136,211 |
| NVIDIA CORP | $23,839 | $235,008 |
| PROGRESSIVE CORP OHIO | $40,545 | $86,260 |
| ROPER INDUSTRIES | $68,728 | $124,764 |
| THERMO FISHER SCIENTIFIC INC | $87,633 | $91,040 |
| TRANSUNION COM USD0.01 | $61,445 | $79,731 |
| UNITEDHEALTH GROUP INC | $71,167 | $105,219 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $197,910 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $199,570 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $33,297 | $33,297 | |
| Bank Charges | $56 | $56 | |
| State or Local Filing Fees | $250 | $250 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $52,372 | Amt |
| Net Investment Income | $52,372 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2024 | $1,200 | |
| 990-PF Extension for 2023 | $600 | |
| Foreign Tax Paid | $744 | $744 |
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