MAURICE AND LENA RUSSO FAM FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MAURICE AND LENA RUSSO FAM FOUNDATION (EIN 47-2477939)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-16
- IRS object ID
- 202103209349100915
- Schema version
- 2020v4.1
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-16T07:03:01-00:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2020-01-01 | 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) |
|---|---|---|
| Business Name Control | MAUR | BusinessNameControlTxt |
| Phone | 2129660775 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 Broadway Room 1712 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10013 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Clifton Russo | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Signature | 2021-11-16 | 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 | 2021-11-16 | 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 | 2020 | 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 | $7,700,187 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $264,004 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $264,004 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $264,004 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $264,004 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $264,004 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $264,004 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $2,501 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Adj Net Incm | $2,501 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $5,859 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,859 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $254 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $254 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $8,614 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,113 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $2,501 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $379,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $379,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $388,514 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,113 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $2,501 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $379,900 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$124,510 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $257,891 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $261,503 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $350,880 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $164,866 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $164,866 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,118,979 | CorporateStockBOYAmt |
| Corporate Stock EOY | $922,321 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $922,321 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $9,109,812 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,367,974 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,613,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,579,671 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,455,161 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,700,187 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $10,579,671 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,455,161 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,579,671 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,455,161 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,579,671 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,455,161 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,579,671 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$124,510 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,455,161 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,455,161 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,585 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,585 | SubtotalAmt |
| Tax Based On Investment Income | $3,585 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $3,800 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,800 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $3,800 | OriginalReturnTaxPaidAmt |
| Es Penalty | $63 | EsPenaltyAmt |
| Overpayment | $152 | OverpaymentAmt |
| Applied To ES Tax | $152 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| 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 | $1,113,420 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,613,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,726,420 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $7,726,420 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $115,896 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,610,524 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $380,526 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $380,526 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,585 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,585 | TotalTaxAmt |
| Distributable Before Adj | $376,941 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $376,941 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $376,941 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $379,900 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $379,900 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $379,900 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $376,941 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $14,369 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $31,079 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $54,159 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $99,607 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $379,900 | QualifyingDistributionsAmt |
| Applied To Current Year | $376,941 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,959 | RemainingDistriFromCorpusAmt |
| Total Corpus | $102,566 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $102,566 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $14,369 | ExcessFromYear4Amt |
| Excess From Year3 | $31,079 | ExcessFromYear3Amt |
| Excess From Year2 | $54,159 | ExcessFromYear2Amt |
| Excess From Current Year | $2,959 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Shriners Childrens Hospital | |||||||||||
| 2900 N Rocky Point Rd | Tampa | FL | 33607 | None | PC | Charitable | $15,000 | ||||
| Zaka Search and Rescue | |||||||||||
| 1405 N Broad St STE 210 | Hillside | NJ | 07205 | None | PC | Charitable | $1,800 | ||||
| Friends of Israeli Defense Forces | |||||||||||
| PO Box 4224 | New York | NY | 10163 | None | PC | Charitable | $15,000 | ||||
| The Australian Comm Relief Fund | |||||||||||
| None | PC | Charitable | $1,000 | 3/29 Olive St | Morningside QLD | AS | 4170 | ||||
| The Sephardic Temple | |||||||||||
| 775 Branch Blvd 1 | Cedarhurst | NY | 11516 | None | PC | Charitable | $18,800 | ||||
| Colel Chabad | |||||||||||
| 806 Eastern Pkwy | Brooklyn | NY | 11213 | None | PC | Charitable | $27,500 | ||||
| University of California Berkley | |||||||||||
| 110 Sproul Hall | Berkley | CA | 94720 | None | PC | Charitable | $10,000 | ||||
| American Sephardic Federation | |||||||||||
| 15 W 16th St | New York | NY | 10011 | None | PC | Charitable | $5,400 | ||||
| Chabad Torah Center | |||||||||||
| 393 5th Ave | New York | NY | 10016 | None | PC | Charitable | $9,000 | ||||
| Am Friends of the Jewish Museum of Greece | |||||||||||
| PO Box 2010 | New York | NY | 10185 | None | PC | Charitable | $1,800 | ||||
| Feeding America | |||||||||||
| PO Box 96749 | Washington | DC | 20090 | None | PC | Charitable | $9,000 | ||||
| Am Friends of Magen David Adom | |||||||||||
| 352 Seventh Ave STE 400 | New York | NY | 10001 | None | PC | Charitable | $5,000 | ||||
| Rabin Medical Center | |||||||||||
| 636 Broadway STE 218 | New York | NY | 10012 | None | PC | Charitable | $3,600 | ||||
| Jewish National Fund | |||||||||||
| 78 Randall Ave | Rockville Centre | NY | 11570 | None | PC | Charitable | $15,000 | ||||
| Food Bank NYC | |||||||||||
| PO Box 470 | Hartsdale | NY | 11530 | None | PC | Charitable | $8,600 | ||||
| Alma Research Ed Ctr-PEF Israel Endowment Fund | |||||||||||
| 630 Third Ave STE 1500 15th FL | New York | NY | 100176745 | None | PC | Charitable | $5,000 | ||||
| Friends of Asor Fund USA | |||||||||||
| None | PC | Charitable | $5,000 | 24 Hebron Rd JVP Media Quarter | Jerusalem | IS | 91087 | ||||
| American Friends of the Wingate Institute | |||||||||||
| 150 Ave L | Newark | NJ | 07105 | None | PC | Charitable | $30,000 | ||||
| American Friends of Beit Issie Shapiro | |||||||||||
| 25 W 45th St 1405 | New York | NY | 10036 | None | PC | Charitable | $5,000 | ||||
| The Rabbinical Assembly Endowment Fund | |||||||||||
| 3080 Broadway | New York | NY | 10027 | None | PC | Charitable | $1,800 | ||||
| The Wounded Warrior Project | |||||||||||
| PO Box 758516 | Topeka | KS | 66675 | None | PC | Charitable | $10,000 | ||||
| The Lustgarten Foundation | |||||||||||
| 415 Crossways Park Dr | Woodbury | NY | 11797 | None | PC | Charitable | $5,000 | ||||
| Gabriell's Angel Foundation for Cancer Research | |||||||||||
| 142 W 57th St 11 | New York | NY | 10019 | None | PC | Charitable | $5,000 | ||||
| Help Me See | |||||||||||
| 20 W 36th St 4th FL | New York | NY | 10018 | None | PC | Charitable | $1,500 | ||||
| Center for Independent Documentary | |||||||||||
| 680 South Main St | Sharon | MA | 02067 | None | PC | Charitable | $25,000 | ||||
| Marines Toys for Tots | |||||||||||
| 18251 Quantico Gateway Dr | Triangle | VA | 22172 | None | PC | Charitable | $500 | ||||
| American Friends of Turkish Jewry | |||||||||||
| 234 E 23rd St Apt 20A | New York | NY | 10010 | None | PC | Charitable | $5,000 | ||||
| City Harvest | |||||||||||
| 6 East 32nd St 5th FL | New York | NY | 10016 | None | PC | Charitable | $1,000 | ||||
| Breast Cancer Research Foundation | |||||||||||
| 28 W 44th St STE 609 | New York | NY | 10036 | None | PC | Charitable | $2,500 | ||||
| Michael J Fox Foundation | |||||||||||
| PO Box 5014 | Hagerstown | MD | 217415014 | None | PC | Charitable | $2,500 | ||||
| St Judes Childrens Research Center | |||||||||||
| 262 Danny Thomas Pl | Memphis | TN | 38105 | None | PC | Charitable | $10,000 | ||||
| American Cancer Society | |||||||||||
| 250 Williams St NW | Atlanta | GA | 30303 | None | PC | Charitable | $5,000 | ||||
| Global Lyme Alliance | |||||||||||
| 1290 E Main St 3rd FL | Stamford | CT | 06902 | None | PC | Charitable | $10,000 | ||||
| Helen Keller Services | |||||||||||
| 180 Livingston St | Brooklyn | NY | 11201 | None | PC | Charitable | $5,000 | ||||
| Chabad of Islip | |||||||||||
| 102 E Main St | Bayshore | NY | 11706 | None | PC | Charitable | $1,000 | ||||
| Our House Meriden | |||||||||||
| 17 North St | Meriden | CT | 06451 | None | PC | Charitable | $2,500 | ||||
| Kehila Kedosha Janina | |||||||||||
| 36 Midway Rd | Spring Valley | NY | 10977 | None | PC | Charitable | $5,000 | ||||
| American Society for Yad Vashem | |||||||||||
| 500 5th Ave 42nd FL | New York | NY | 10110 | None | PC | Charitable | $15,000 | ||||
| Friendship and Truth Assoc of Kastonyalis | |||||||||||
| 1926 63rd St | Brooklyn | NY | 11204 | None | PC | Charitable | $1,800 | ||||
| Nancy Lieberman Foundation | |||||||||||
| PO Box 261233 | Plano | TX | 75026 | None | PC | Charitable | $1,500 | ||||
| Jewish Partisan Education Foundation | |||||||||||
| PO Box 159004 | San Francisco | CA | 94115 | None | PC | Charitable | $1,000 | ||||
| American Friends of Zaka | |||||||||||
| 875 E 14th St | Brooklyn | NY | 11230 | None | PC | Charitable | $1,800 | ||||
| American Committee for Shaare Zedek | |||||||||||
| 55 W 39th St | New York | NY | 10018 | None | PC | Charitable | $5,000 | ||||
| Dian Fossey Gorilla Fund | |||||||||||
| 800 Cherokee Ave SE | Atlanta | GA | 30315 | None | PC | Charitable | $1,000 | ||||
| American Friends of Meir Panim | |||||||||||
| 88 Walton St B1 | Brooklyn | NY | 11206 | None | PC | Charitable | $5,000 | ||||
| ASPCA | |||||||||||
| 424 E 92nd St | New York | NY | 10128 | None | PC | Charitable | $1,000 | ||||
| Make-a-Wish America | |||||||||||
| 1702 E Highland Ave 400 | Phoenix | AZ | 85016 | None | PC | Charitable | $2,500 | ||||
| UNICEF | |||||||||||
| 125 Maiden Lane | New York | NY | 10038 | None | PC | Charitable | $5,000 | ||||
| First Responders Childrens Foundation | |||||||||||
| 38 E 32nd St STE 602 | New York | NY | 10016 | None | PC | Charitable | $3,000 | ||||
| Girls Town or CHADASH | |||||||||||
| 1417 Coney Island Ave | Brooklyn | NY | 11230 | None | PC | Charitable | $5,000 | ||||
| Center for Jewish Heritage-Kastoria | |||||||||||
| 262 W 24th St 4B | New York | NY | 10011 | None | PC | Charitable | $10,000 | ||||
| Jewish Federation of North America | |||||||||||
| 25 Broadway 17th FL | New York | NY | 10004 | None | PC | Charitable | $25,000 | ||||
| Global Giving | |||||||||||
| 1110 Vermont AveNW STE 550 | Washington | DC | 20005 | None | PC | Charitable | $1,000 | ||||
| JTCC | |||||||||||
| 92 2nd St | Hackensack | NJ | 07601 | None | PC | Charitable | $1,000 | ||||
| Marines Toys for Tots | |||||||||||
| 18251 Quantico Gateway Drive | Triangle | VA | 22172 | None | PC | Charitable | $500 | ||||
| Feeding America | |||||||||||
| 161 North Clark Street | Chicago | IL | 60601 | None | PC | Charitable | $4,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $379,900 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $264,004 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $264,004 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $264,004 | 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) |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Charles Schwab | StockNm |
| EOY Book Value | $922,321 | EOYBookValueAmt |
| EOYFMV | $922,321 | EOYFMVAmt |
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 | $9,367,974 | BookValueAmt |
| EOYFMV | $6,613,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Bank Fees | $40 | $40 |
| Supplies-Quickbooks | $119 | $119 |
| Amex Fee | $95 | $95 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | From 1065 Ownership of Trezoros, LLC | CategoryTxt |
| Amt | $2,501 | Amt |
| Adjusted Net Income | $2,501 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| IRS | $3,200 | $3,200 |
| IRS | $2,609 | $2,609 |
| NYS Dept Law | $50 | $50 |
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