MAURICE AND LENA RUSSO FAM FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MAURICE AND LENA RUSSO FAM FOUNDATION (EIN 47-2477939)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-16
- IRS object ID
- 202201369349101320
- Schema version
- 2021v4.2
- 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 | 2022-05-16T09:23:18-00:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2129660775 | 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 | Albert RussoPres | PersonTitleTxt |
| Phone | 2129660775 | PhoneNum |
| Signature | 2022-03-09 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | David J DePinto | PreparerPersonNm |
| PTIN | P00234024 | PTIN |
| Phone | 6312498200 | PhoneNum |
| Preparation | 2022-05-16 | 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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,202,703 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $250,365 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $250,365 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $250,365 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $250,365 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $250,365 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $250,365 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $7,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,750 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,442 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,442 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $12,562 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $12,562 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $387 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $387 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $26,891 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,192 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,699 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $370,984 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $370,984 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $397,875 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,192 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $387,683 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$147,510 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $240,173 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $250,365 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,087,187 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,139,703 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,139,703 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $9,367,974 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,167,948 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,063,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,455,161 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,307,651 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,202,703 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $10,455,161 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,307,651 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,455,161 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,307,651 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,455,161 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,307,651 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,455,161 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$147,510 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,307,651 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,307,651 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,338 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,338 | SubtotalAmt |
| Tax Based On Investment Income | $3,338 | TaxBasedOnInvestmentIncomeAmt |
| Es Penalty | $60 | EsPenaltyAmt |
| Tax Due | $3,398 | 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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| 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 |
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 | $1,068,392 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,067,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,135,392 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $8,135,392 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $122,031 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,013,361 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $400,668 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $400,668 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,338 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,338 | TotalTaxAmt |
| Distributable Before Adj | $397,330 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $397,330 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $397,330 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $387,683 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $387,683 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $397,330 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $14,369 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $31,079 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $54,159 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $2,959 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $102,566 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $387,683 | QualifyingDistributionsAmt |
| Applied To Current Year | $387,683 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $9,647 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $9,647 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $92,919 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $4,722 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $88,197 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $31,079 | ExcessFromYear4Amt |
| Excess From Year3 | $54,159 | ExcessFromYear3Amt |
| Excess From Year1 | $2,959 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (98 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Sephardic Temple | |||||||
| 775 Branch Blvd | Cedarhurst | NY | 11516 | None | PC | Charitable | $10,800 |
| Kehila Kedosha Janina | |||||||
| 36 Midway Rd | Spring Valley | NY | 10977 | None | PC | Charitable | $3,800 |
| Feeding America | |||||||
| PO Box 96749 | Washington | DC | 20090 | None | PC | Charitable | $7,500 |
| Global Giving | |||||||
| 110 Vermont Ave NW STE 550 | Washington | DC | 20005 | None | PC | Charitable | $1,000 |
| JTCC | |||||||
| 92 2nd Street | Hackensack | NJ | 07601 | None | PC | Charitable | $1,000 |
| Northwell Health | |||||||
| 269-01 76th Ave | Queens | NY | 11040 | None | PC | Charitable | $1,000 |
| JESPY House | |||||||
| 102 Prospect St | South Orange | NJ | 07079 | None | PC | Charitable | $2,000 |
| CityHarvest | |||||||
| 6 East 32nd Street 5th Floor | New York | NY | 10016 | None | PC | Charitable | $9,000 |
| Tots for Tots | |||||||
| 18251 Quantico Gateway Dr | Triangle | VA | 22172 | None | PC | Charitable | $2,000 |
| University of Pennsylvania | |||||||
| 3451 Walnut St | Philadelphia | PA | 19104 | None | PC | Charitable | $2,500 |
| Intl Rescue Committee | |||||||
| 122 E 42nd ST | New York | NY | 10168 | None | PC | Charitable | $1,000 |
| Israel Cancer Centers | |||||||
| 141 Washington Ave S 205 | Lawrence | NY | 11559 | None | PC | Charitable | $1,500 |
| Columbia Grammar and Prep School | |||||||
| 5 West 93rd Street | New York | NY | 10025 | None | PC | Charitable | $1,000 |
| Chabad of South Bronx | |||||||
| 280 E 134th Street | Bronx | NY | 10454 | None | PC | Charitable | $1,800 |
| Action Against Hunger | |||||||
| 1 Whitehall St 2nd | New York | NY | 10004 | None | PC | Charitable | $2,500 |
| SOS Childrens Villages | |||||||
| 1620 I Street NW 220 | Washington | DC | 20006 | None | PC | Charitable | $2,500 |
| World Food Program | |||||||
| 1725 I St NW | Washington | DC | 20006 | None | PC | Charitable | $1,000 |
| WhyHunger | |||||||
| 505 8th Ave 2100 | New York | NY | 10018 | None | PC | Charitable | $4,500 |
| City Meals | |||||||
| 307 Kent Ave | Brooklyn | NY | 11249 | None | PC | Charitable | $9,600 |
| Feeding America | |||||||
| PO Box 96749 | Washington | DC | 20090 | None | PC | Charitable | $4,000 |
| Colel Chabad | |||||||
| 806 Eastern Parkway | Brooklyn | NY | 11213 | None | PC | Charitable | $15,000 |
| Feed Israel | |||||||
| 5225 New Utrecht Ave | Brooklyn | NY | 11219 | None | PC | Charitable | $180 |
| Long Beach Reach Youth and Family Services | |||||||
| 2-12 W Park Ave | Long Beach | NY | 11561 | None | PC | Charitable | $1,000 |
| Jewish National Fund | |||||||
| 78 Randall Ave | Rockville Centre | NY | 11570 | None | PC | Charitable | $12,500 |
| Friends of Zaka | |||||||
| 875 E 14th St | Brooklyn | NY | 11230 | None | PC | Charitable | $1,800 |
| Friends of the IDF | |||||||
| PO Box 4224 | New York | NY | 10163 | None | PC | Charitable | $15,000 |
| City Harvest | |||||||
| 6 E 32nd Street 5th Floor | New York | NY | 10016 | None | PC | Charitable | $5,000 |
| American Cancer Society | |||||||
| 250 Williams St NW | Atlanta | GA | 30303 | None | PC | Charitable | $5,000 |
| Chabad Torah Center | |||||||
| 393 5th Ave | New York | NY | 10016 | None | PC | Charitable | $9,000 |
| Food Bank NYC | |||||||
| PO Box 470 | Hartsdale | NY | 11530 | None | PC | Charitable | $3,600 |
| American Friends of Magen David Adom | |||||||
| 352 Seventh Ave STE 400 | New York | NY | 10001 | None | PC | Charitable | $5,000 |
| Friends of ASOR USA CO Swift Philantropy | |||||||
| PO Box 847 | Windermere | FL | 34786 | None | PC | Charitable | $5,002 |
| St Jude Childrens Hospital | |||||||
| 262 Danny Thomas Place | Memphis | TN | 38105 | None | PC | Charitable | $15,000 |
| Sephardic Jewish Brotherhood Foundation | |||||||
| 67-67 108th St | Flushing | NY | 11375 | None | PC | Charitable | $8,200 |
| Zaka Search and Rescue | |||||||
| 1405 N Broad St STE 210 | Hillside | NJ | 07250 | None | PC | Charitable | $3,600 |
| American Friends of Rabin Medical Center | |||||||
| 636 Broadway STE 618 | New York | NY | 10012 | None | PC | Charitable | $3,600 |
| Shriners Childrens Hospital | |||||||
| 2900 N Rocky Point Rd | Tampa | FL | 33607 | None | PC | Charitable | $15,000 |
| Lustgarten Foundation for Pancreatic Cancer Research | |||||||
| 415 Crossways Park Dr | Woodbury | NY | 11797 | None | PC | Charitable | $7,740 |
| UNICEF USA | |||||||
| 125 Maiden Lane | New York | NY | 10038 | None | PC | Charitable | $5,100 |
| Chabad at Univ Cincinnati | |||||||
| 343 Probasco St | Cincinnati | OH | 45220 | None | PC | Charitable | $100 |
| Chabad UC Berkeley | |||||||
| 2516 Warring St | Berkeley | CA | 94704 | None | PC | Charitable | $1,000 |
| Michael J Fox Foundation | |||||||
| PO Box 5014 | Hagerstown | MD | 21741 | None | PC | Charitable | $5,000 |
| Rabbi Arthur Schneier PE School | |||||||
| 163 E 67th St | New York | NY | 10065 | None | PC | Charitable | $1,000 |
| American Jewish Committee | |||||||
| 165 E 56th Street | New York | NY | 10022 | None | PC | Charitable | $5,000 |
| Hillel Online | |||||||
| 800 8th St NW | Washington | DC | 20001 | None | PC | Charitable | $1,000 |
| Waterkeeper Alliance | |||||||
| 180 Maiden Lane STE 603 | New York | NY | 10038 | None | PC | Charitable | $1,800 |
| Mercy Ships | |||||||
| 15862 TX-110N | Lindale | TX | 75771 | None | PC | Charitable | $2,500 |
| Am Friends for the Jewish Museum of Greece | |||||||
| PO Box 2010 | New York | NY | 10185 | None | PC | Charitable | $1,800 |
| First Responders Childrens Foundation | |||||||
| 38 E 32nd Street STE 602 | New York | NY | 10016 | None | PC | Charitable | $1,800 |
| International Rescue Committee | |||||||
| 122 E 42nd Street | New York | NY | 10168 | None | PC | Charitable | $2,000 |
| Friends of United Hatzal | |||||||
| 300 E 51st Street | New York | NY | 10022 | None | PC | Charitable | $1,800 |
| Soldier of Love Foundation Inc | |||||||
| 1313 S 33rd Street | Philadelphia | PA | 19146 | None | PC | Charitable | $500 |
| Greek America Foundation | |||||||
| 910 Van Buren St STE 7 SW | Chicago | IL | 60607 | None | PC | Charitable | $1,000 |
| Nancy Lieberman Charitable Org | |||||||
| PO Box 261233 | Plano | TX | 75026 | None | PC | Charitable | $5,700 |
| Catholic Medical Mission Board | |||||||
| 110 Wall St 9th Floor | New York | NY | 10005 | None | PC | Charitable | $500 |
| Sharsheret | |||||||
| 10 East 40th St | New York | NY | 10016 | None | PC | Charitable | $1,000 |
| Make-a-Wish America | |||||||
| 1702 E Highland Ave 400 | Phoenix | AZ | 85016 | None | PC | Charitable | $1,800 |
| Chabadone of Islip | |||||||
| 49 Union Ave | Islip | NY | 11751 | None | PC | Charitable | $1,800 |
| Dian Fossey Gorilla Fund | |||||||
| 800 Cherokee Ave SE | Atlanta | GA | 30315 | None | PC | Charitable | $1,000 |
| International Fund for Animal Welfare | |||||||
| 290 Summer St | Yarmouth Port | MA | 02675 | None | PC | Charitable | $2,500 |
| Wounded Warrior Project | |||||||
| PO Box 758516 | Topeka | KS | 66675 | None | PC | Charitable | $5,400 |
| Girls Town or CHADASH | |||||||
| 1417 Coney Island Ave | Brooklyn | NY | 11230 | None | PC | Charitable | $1,800 |
| Americn Friends of Beit Issie Shapiro | |||||||
| 25 W 45th St STE1405 | New York | NY | 10036 | None | PC | Charitable | $1,000 |
| American National Red Cross | |||||||
| 2025 E St NW | Washington | DC | 20001 | None | PC | Charitable | $2,000 |
| AMIT Children | |||||||
| 49 W 37th St | New York | NY | 10018 | None | PC | Charitable | $1,000 |
| Colel Chabad | |||||||
| 806 Eastern Parkway | Brooklyn | NY | 11213 | None | PC | Chjaritable | $10,000 |
| Newark Firefighters Charity | |||||||
| 238 Murray St | Newark | NJ | 07114 | None | PC | Charitable | $200 |
| Gabrielles Angel Foundation | |||||||
| 142 W 57th St | New York | NY | 10019 | None | PC | Charitable | $10,000 |
| US Holocaust Museum | |||||||
| 100 Raoul Wallenberg Pl SW | Washington | DC | 20024 | None | PC | Charitable | $1,800 |
| George Wahington University | |||||||
| 2201 G Street NW | Washington | DC | 20052 | None | PC | Charitable | $500 |
| Alzeimer's Association | |||||||
| 300 Broadhollow Rd LL 100 | Melville | NY | 11747 | None | PC | Charitable | $5,000 |
| Macular Degeneration Research | |||||||
| 22512 Gateway Center Dr | Clarksburg | MD | 20871 | None | PC | Charitable | $750 |
| Salvation Army USA | |||||||
| 615 Slaters Lane | Alexandria | VA | 22314 | None | PC | Charitable | $5,000 |
| World Food Program | |||||||
| 2121 K Street NW | Washington | DC | 20037 | None | PC | Charitable | $1,030 |
| American Heart Association | |||||||
| 1150 Connecticut Ave NW STE 300 | Washington | DC | 20036 | None | PC | Charitable | $2,000 |
| Project Hope | |||||||
| 1220 19th St NW STE 800 | Washington | DC | 20036 | None | PC | Charitable | $1,000 |
| Feeding America | |||||||
| 1150 18th St NW | Washington | DC | 20036 | None | PC | Charitable | $2,500 |
| Jimena Inc | |||||||
| 459 Fulton St STE 207 | San Francisco | CA | 94102 | None | PC | Charitable | $500 |
| International Rescue Committee | |||||||
| 263 WE 38th St 6th Floor | New York | NY | 10018 | None | PC | Charitable | $1,500 |
| Valley Chabad Inc | |||||||
| 100 Overlook Drt | Woodcliff Lake | NJ | 07677 | None | PC | Charitable | $250 |
| American Friends of the Wingate Institute | |||||||
| 150 Ave L | Newark | NJ | 07105 | None | PC | Charitable | $30,000 |
| American Friends of Meir Panim | |||||||
| 88 Walton St B1 | Brooklyn | NY | 11206 | None | PC | Charitable | $1,800 |
| Chabad Lubavich of the Riverdale | |||||||
| 535 W 246th St | Bronx | NY | 10471 | None | PC | Charitable | $500 |
| Israel Magen Fund | |||||||
| 1405 N Broad St | Hillside | NJ | 07205 | None | PC | Charitable | $4,300 |
| American Kidney Association | |||||||
| 30 E 33rd St | New York | NY | 10016 | None | PC | Charitable | $1,800 |
| Community Foodbank NJ | |||||||
| 31 Evans Terminal | Hillside | NJ | 07205 | None | PC | Charitable | $1,882 |
| Childrens Hospital Boston | |||||||
| 300 Longwood Ave | Boston | MA | 02115 | None | PC | Charitable | $2,500 |
| Childrens Hospital Philadelphia | |||||||
| 225 South 63rd St | Philadelphia | PA | 19139 | None | PC | Charitable | $2,500 |
| Lighthouse Guild | |||||||
| 250W 64th St | New York | NY | 10023 | None | PC | Charitable | $2,000 |
| Global Lyme Alliance | |||||||
| 222 Railroad Ave | Greenwich | CT | 06830 | None | PC | Charitable | $10,000 |
| Muscular Dystrophy Association | |||||||
| 41 E Post Rd | White Plains | NY | 10601 | None | PC | Charitable | $1,050 |
| American Society for Yad Vashem | |||||||
| 500 Fifth Ave 42nd Floor | New York | NY | 10110 | None | PC | Charitable | $2,500 |
| Holocaust Memorial and Tolerance Cnt NC | |||||||
| 100 Crescent Beach Rd | Glen Cove | NY | 11542 | None | PC | Charitable | $4,000 |
| Simon Weisenthal Center | |||||||
| 11 Broadway STE 766 | New York | NY | 10004 | None | PC | Charitable | $1,000 |
| American Committee for Shaare Zedek | |||||||
| 55 W 39th St | New York | NY | 10018 | None | PC | Charitable | $1,800 |
| Habitat for Humanity | |||||||
| 111 John St 23rd Floor | New York | NY | 10038 | None | PC | Charitable | $1,500 |
| Helen Keller Foundation | |||||||
| 352 Park Ave S | New York | NY | 10010 | None | PC | Charitable | $1,500 |
| NYFK Asian Cultural Society | |||||||
| 725 Park Ave | New York | NY | 10021 | None | PC | Charitable | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $370,984 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $250,365 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $250,365 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $250,365 | 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 | $7,500 | Amt |
| Net Investment Income | $3,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,750 | 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 | $9,167,948 | BookValueAmt |
| EOYFMV | $7,063,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Trezoros LLC | $172 | $172 |
| Supplies-Quickbooks | $120 | $120 |
| Amex Fee | $95 | $95 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| IRS | $3,800 | $3,800 |
| IRS | $222 | $222 |
| NYS Dept Law | $750 | $750 |
| IRS | $1,670 | $1,670 |
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