ROGERS FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ROGERS FAMILY CHARITABLE FOUNDATION (EIN 81-4474271)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-08-13
- IRS object ID
- 202512259349100806
- Schema version
- 2024v5.2
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-13T09:13:18-05:00 | 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 | 814474271 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rogers Family Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | ROGE | 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 | Thomas Rogers | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-08-01 | 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 | $3,627,775 | 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 | $1,062 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,062 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $97,882 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $97,882 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $103,908 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $470,693 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $103,908 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $202,852 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $202,852 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $45,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $45,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $3,212 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $3,212 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $24,516 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $24,516 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,481 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $21,484 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $21,484 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $95,693 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,516 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $69,696 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $148,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $148,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $243,893 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,516 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $217,896 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$41,041 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $178,336 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $55,155 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $198,719 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $198,719 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,864,884 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,685,279 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,429,056 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,920,039 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,883,998 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,627,775 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,920,039 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,883,998 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,920,039 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,883,998 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,920,039 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,883,998 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,920,039 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$41,041 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,000 | OtherIncreasesAmt |
| Subtotal | $2,883,998 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,883,998 | 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 | $470,693 | GrossSalesPriceAmt |
| Cost Or Other Basis | $366,785 | CostOrOtherBasisAmt |
| Gain Or Loss | $103,908 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $103,908 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $103,908 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,479 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,479 | SubtotalAmt |
| Tax Based On Investment Income | $2,479 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,400 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $121 | OverpaymentAmt |
| Applied To ES Tax | $121 | 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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | 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 | Yes (true) | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| Jason Rogers | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Treas, VP | 1.0 | $0 | $0 | $0 |
| Jessica Rogers | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec, VP | 1.0 | $0 | $0 | $0 |
| Robert Rogers | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Sylvia Rogers | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 15.0 | $30,000 | $0 | $0 |
| Tom Rogers | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 7.5 | $15,000 | $0 | $0 |
| 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 | $3,410,799 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $212,621 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,623,420 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,623,420 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $54,351 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,569,069 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $178,453 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $178,453 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,479 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,479 | TotalTaxAmt |
| Distributable Before Adj | $175,974 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $5,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $180,974 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $180,974 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $217,896 | 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 | $217,896 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $180,974 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $376,605 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $54,051 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $15,733 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $136,671 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $119,916 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $702,976 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $217,896 | QualifyingDistributionsAmt |
| Applied To Current Year | $180,974 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $36,922 | RemainingDistriFromCorpusAmt |
| Total Corpus | $739,898 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $376,605 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $363,293 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $54,051 | ExcessFromYear4Amt |
| Excess From Year3 | $15,733 | ExcessFromYear3Amt |
| Excess From Year2 | $136,671 | ExcessFromYear2Amt |
| Excess From Year1 | $119,916 | ExcessFromYear1Amt |
| Excess From Current Year | $36,922 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Sylvia Rogers | ContributingManagerNm |
| Contributing Manager | Tom Rogers | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACADEMY FOR JEWISH RELIGION | |||||||
| 28 WELLS AVE | YONKERS | NY | 10701 | N/A | PC | General & Unrestricted | $5,000 |
| AMERICAN THEATRE WING INC | |||||||
| 230 W 41ST ST STE 1101 | NEW YORK | NY | 10036 | N/A | PC | General & Unrestricted | $5,000 |
| ASSOCIATION TO BENEFIT CHILDREN | |||||||
| 419 EAST 86TH ST | NEW YORK | NY | 10028 | N/A | PC | General & Unrestricted | $5,000 |
| BUILDING HOMES FOR HEROES INC | |||||||
| 4584 AUSTIN BLVD | ISLAND PARK | NY | 11558 | N/A | PC | General & Unrestricted | $5,000 |
| CHEVRA HATZALAH | |||||||
| 1070 MCDONALD AVE | BROOKLYN | NY | 11230 | N/A | PC | General & Unrestricted | $2,500 |
| CIVIC NEWS COMPANY | |||||||
| 450 7TH AVE 32ND FL | NEW YORK | NY | 10123 | N/A | PC | General & Unrestricted | $5,000 |
| DAY ONE EARLY LEARNING COMMUNITY INC | |||||||
| 70 HOOKER AVE | POUGHKEEPSIE | NY | 12601 | N/A | PC | General & Unrestricted | $2,500 |
| EMELIN THEATRE FOR THE PERFORMING ARTS INC | |||||||
| 136 PALMER AVE STE 103 | MAMARONECK | NY | 10543 | N/A | PC | General & Unrestricted | $5,000 |
| EPILEPSY FOUNDATION OF GREATER LOS ANGELES | |||||||
| 5777 W CENTURY BLVD STE 820 | LOS ANGELES | CA | 90045 | N/A | PC | Hope for Healing Initiative | $2,000 |
| FACING HISTORY & OURSELVES INC | |||||||
| 89 S ST STE 401 | BOSTON | MA | 02111 | N/A | PC | General & Unrestricted | $2,500 |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | |||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | N/A | PC | General & Unrestricted | $2,500 |
| HEBREW HOME FOR THE AGED | |||||||
| 5901 PALISADE AVE | RIVERDALE | NY | 10471 | N/A | PC | General & Unrestricted | $25,000 |
| HEBREW HOME FOR THE AGED | |||||||
| 5901 PALISADE AVE | RIVERDALE | NY | 10471 | N/A | PC | Weinberg Center for Elder Justice | $1,000 |
| HOPEWELL FUND | |||||||
| PO BOX 38068 | BALTIMORE | DC | 21297 | N/A | PC | The Leadership Now Education Fund | $5,000 |
| JEWISH COMMUNITY CENTER OF HARRISON INC | |||||||
| 130 UNION AVE | HARRISON | NY | 10528 | N/A | PC | General & Unrestricted | $19,200 |
| LINCOLN CENTER FOR THE PERFORMING ARTS INC | |||||||
| PO BOX 22349 | NEW YORK | NY | 10087 | N/A | PC | General & Unrestricted | $25,000 |
| MUSIC CONSERVATORY OF WESTCHESTER | |||||||
| 216 CENTRAL AVE | WHITE PLAINS | NY | 10606 | N/A | PC | General & Unrestricted | $500 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 733 THIRD AVE | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $2,500 |
| SAN JOSE POLICE FOUNDATION | |||||||
| 1346 THE ALAMEDA STE 7326 | SAN JOSE | CA | 95126 | N/A | PC | General & Unrestricted | $1,000 |
| SANCTUARY FOR FAMILIES INC | |||||||
| PO BOX 1406 WALL STREET STA | NEW YORK | NY | 10268 | N/A | PC | Charitable Event | $2,000 |
| SANCTUARY FOR FAMILIES INC | |||||||
| PO BOX 1406 WALL STREET STA | NEW YORK | NY | 10268 | N/A | PC | General & Unrestricted | $10,000 |
| UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTH | |||||||
| PO BOX 4227 | NEW YORK | NY | 10261 | N/A | PC | General & Unrestricted | $10,000 |
| YOU GOTTA BELIEVE THE OLDER CHILD ADOPTION & PERMA | |||||||
| 254 W 31ST ST 5TH FL | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $148,200 | 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 | $1,062 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $97,882 | 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 | $103,908 | 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 | $202,852 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $202,852 | 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 Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BAIRD CORE PLUS BD FD INSTI CL | $674,695 | $606,439 |
| DIAMOND HILL SHORT DUR TOT RET | $75,700 | $78,400 |
| DODGE & COX INCOME FUND | $605,750 | $603,537 |
| FEDERATED STRATEGIC INCOME FUN | $100,000 | $102,922 |
| ISHARE SP SMALL CAP 600 INDEX | $61,948 | $103,813 |
| ISHARES TR S & P MIDCAP 400 IN | $169,630 | $198,457 |
| SCHWAB S P 500 INDEX FUND SELE | $559,238 | $1,233,766 |
| VANGUARD FTSE DEVELOPED MARKET | $383,485 | $442,048 |
| VANGUARD FTSE EMERGING MARKETS | $54,833 | $59,674 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $21,424 | $21,424 |
| Postage/Delivery Service | $35 | $35 |
| State or Local Filing Fees | $25 | $25 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANT | Desc |
| Amt | $5,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $24,516 | Amt |
| Net Investment Income | $24,516 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2024 | $1,200 |
| 990-PF Excise Tax for 2023 | $281 |
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