D & T FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- D & T FOUNDATION INC (EIN 55-0809333)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-08-21
- IRS object ID
- 202522339349100817
- 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
- Schedule B
- Accounting Fees Schedule
- Distribution From Corpus Election
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-21T12:27:37-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 223340257 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILSCHANSKI & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 WEST KENNEDY BLVD | AddressLine1Txt |
| City | LAKEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08701 | 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 | 550809333 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE D & T FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | D&TF | BusinessNameControlTxt |
| Phone | 7323678108 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1211 14TH STREET | AddressLine1Txt |
| City | LAKEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL ROTTENBERG | PersonNm |
| Person Title | TTEE | PersonTitleTxt |
| Phone | 7323678108 | PhoneNum |
| Signature | 2025-08-21 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00845238 | PTIN |
| Preparation | 2025-08-21 | PreparationDt |
| 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 | $1,234,691 | 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 | $240,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $9,823 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,823 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $9,823 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $11,177 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,177 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $11,177 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,890 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,890 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,890 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $254,071 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $254,071 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $254,071 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $522,961 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $282,961 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $275,071 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $284 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $165 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,149 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $168,943 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $168,943 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $173,092 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $168,943 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $349,869 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $282,961 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $275,071 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,260 | CashBOYAmt |
| Cash EOY | $18,550 | CashEOYAmt |
| Cash EOYFMV | $18,550 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $15,578 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $422,867 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $422,867 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $753,679 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $682,969 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $793,274 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $774,517 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,124,386 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,234,691 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $774,517 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,124,386 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $774,517 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,124,386 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $774,517 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,124,386 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $774,517 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $349,869 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,124,386 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,124,386 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | STOCKS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $22,890 | GrossSalesPriceAmt |
| Cost Or Other Basis | $15,000 | CostOrOtherBasisAmt |
| Gain Or Loss | $7,890 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $7,890 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,890 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $7,890 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,933 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,933 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,933 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $74 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $74 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $10 | EsPenaltyAmt |
| Tax Due | $3,869 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7323678108 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1211 14TH STREET | AddressLine1Txt |
| City | LAKEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| DANIEL ROTTENBERG | ||||||||
| 1211 14TH STREET | LAKEWOOD | NJ | 08701 | TTEE | 5.00 | $0 | $0 | $0 |
| TAMARA ROTTENBERG | ||||||||
| 1211 14TH STREET | LAKEWOOD | NJ | 08701 | TTEE | 5.00 | $0 | $0 | $0 |
| SAMUEL MONHEIT | ||||||||
| 327 LAWRENCE AVE | LAKEWOOD | NJ | 08701 | TTEE | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SUPPORTED CHARITABLE, EDUCATIONAL, & RELIGIOUS ENTITIES | Description1Txt |
| Expenses1 | $168,943 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $854,497 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $207,776 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,062,273 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,062,273 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,934 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,046,339 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $52,317 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $52,317 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,933 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,933 | TotalTaxAmt |
| Distributable Before Adj | $48,384 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $48,384 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $48,384 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $168,943 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $168,943 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $48,384 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $58,782 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $58,218 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $81,449 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $80,090 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $54,340 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $332,879 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $168,943 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $48,384 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $120,559 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $453,438 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $58,782 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $394,656 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $58,218 | ExcessFromYear4Amt |
| Excess From Year3 | $81,449 | ExcessFromYear3Amt |
| Excess From Year2 | $80,090 | ExcessFromYear2Amt |
| Excess From Year1 | $54,340 | ExcessFromYear1Amt |
| Excess From Current Year | $120,559 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DANIEL ROTTENBERG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BAIS EFRAIM TZVI | |||||||
| 1444 50 ST | BROOKLYN | NY | 11219 | NONE | 501(C)(3) | CHARITABLE | $1,000 |
| BAIS MEDRASH ZICHRON MEIR | |||||||
| POB 664 | WEST LONG BRANCH | NJ | 07764 | NONE | 501(C)(3) | EDUCATIONAL | $5,000 |
| BAIS REUVEN KAMENETZ OF LAKEWOOD | |||||||
| 831 RIDGE AVE | LAKEWOOD | NJ | 08701 | NONE | 501(C)(3) | RELIGIOUS AND EDUCATIONAL | $90,000 |
| BAIS TOVA | |||||||
| 555 OAK STREET | LAKEWOOD | NJ | 08701 | NONE | 501(C)(3) | EDUCATIONAL | $1,000 |
| BINYAN YERUSHALAYIM | |||||||
| 1274 49TH ST SUITE 238 | BROOKLYN | NY | 11219 | NONE | EXEMPT | CHARITABLE AND RELIGIOUS | $2,000 |
| CHEDREI JOSEF SHALOM | |||||||
| 1072 MADISON AVE | LAKEWOOD | NJ | 08701 | NONE | 501(C)(3) | EDUCATIONAL | $500 |
| CHEMDAS HATORAH | |||||||
| 950 MASSACHUSETTS AVENUE | LAKEWOOD | NJ | 08701 | NONE | EXEMPT | EDUCATIONAL | $360 |
| CHOCHMAS SHLOMO | |||||||
| 901 OCEAN AVE | LONG BRANCH | NJ | 07740 | NONE | 501(C)(3) | CHARITABLE | $500 |
| CONG BAIS MORDECHAI | |||||||
| 1455 HEATHWOOD AVE | LAKEWOOD | NJ | 08701 | NONE | EXEMPT | RELIGIOUS | $13,700 |
| CONG KEHILAS BELZ MONSEY | |||||||
| 26 PAIKIN DRIVE | SPRING VALLEY | NY | 10977 | NONE | 501(C)(3) | RELIGIOUS | $1,000 |
| CONG KHAL RACHMASTRIVKA | |||||||
| 3054 BEDFORD AVE | BROOKLYN | NY | 11210 | NONE | EXEMPT | RELIGIOUS | $1,800 |
| CONG NITRA | |||||||
| 1228 45TH ST | BROOKLYN | NY | 11219 | NONE | 501(C)(3) | RELIGIOUS | $100 |
| CONG TIFERES INC | |||||||
| 159 ROUTE 306 UNIT 311 | MONSEY | NY | 10952 | NONE | 501(C)(3) | RELIGIOUS | $180 |
| CONG ZICHRON REFAEL | |||||||
| 309 DEWEY AVE | LAKEWOOD | NJ | 08701 | NONE | EXEMPT | RELIGIOUS | $180 |
| CONGREGATION SANZ | |||||||
| KIRYAS SANZ AVE | LAKEWOOD | NJ | 08701 | NONE | EXEMPT | RELIGIOUS | $1,000 |
| CONGREGATION TEHILAS YIZCHAK | |||||||
| 2119 57TH ST | BROOKLYN | NY | 11204 | NONE | EXEMPT | RELIGIOUS | $100 |
| DAMESEK ELIEZER | |||||||
| 198 OCEAN AVE | LAKEWOOD | NJ | 08701 | NONE | 501(C)(3) | EDUCATIONAL | $4,000 |
| EZRAT NESUIN | |||||||
| 3611 14THAVE | BROOKLYN | NY | 11211 | NONE | 501(C)(3) | CHARITABLE | $6,500 |
| FRIENDS OF TORAH INSTITUTION | |||||||
| 1426 E 15TH ST | BROOKLYN | NY | 11230 | NONE | 501(C)(3) | CHARITABLE | $1,000 |
| KEREN HATORAH | |||||||
| 1083 BROOK RD | LAKEWOOD | NJ | 08701 | NONE | 501(C)(3) | EDUCATIONAL | $300 |
| KOL ARYEH | |||||||
| 521 HOPE CHAPEL RD | LAKEWOOD | NJ | 08701 | NONE | 501(C)(3) | RELIGIOUS | $500 |
| KOLLEL CHIBAS JERUSALEM | |||||||
| 4802-A 12TH AVE | BROOKLYN | NY | 11219 | NONE | 501(C)(3) | CHARITABLE | $6,300 |
| LINKS FAMILY | |||||||
| 1579 50TH ST | BROOKLYN | NY | 11219 | NONE | 501(C)(3) | CHARITABLE | $360 |
| MASORAS AVOS | |||||||
| 23 CONGRESS ST | LAKEWOOD | NJ | 08701 | NONE | 501(C)(3) | EDUCATIONAL | $4,680 |
| MERKAS HATORAH VEHACHESED | |||||||
| 6500 E NEVADA PL | DENVER | CO | 80224 | NONE | 501(C)(3) | CHARITABLE | $500 |
| MERKAZ HATZEDAKA | |||||||
| 30 HIGH STREET | LAKEWOOD | NJ | 08701 | NONE | 501(C)(3) | CHARITABLE | $250 |
| MOSDOS TCHERNOBEL | |||||||
| 126 COLOMBUS AVE S | LAKEWOOD | NJ | 08701 | NONE | EXEMPT | EDUCATIONAL | $5,500 |
| MOSDOS VIZNITZ | |||||||
| 5314 16TH AVE PMB 171 | BROOKLYN | NY | 11204 | NONE | 501(C)(3) | RELIGIOUS AND EDUCATIONAL | $1,000 |
| NETZACH HATORAH | |||||||
| 1441 PINEMERE AVE | LAKEWOOD | NJ | 08701 | NONE | 501(C)(3) | EDUCATIONAL | $250 |
| PIKUACH NEFESH FUND | |||||||
| 1391 51ST ST | BOOKLYN | NY | 11219 | NONE | 501(C)(3) | CHARITABLE | $360 |
| SONS OF ISRAEL | |||||||
| 590 MADISON AVE | LAKEWOOD | NJ | 08701 | NONE | 501(C)(3) | RELIGIOUS | $1,000 |
| THE DONORS FUND | |||||||
| 328 THIRD ST | LAKEWOOD | NJ | 08701 | NONE | 501(C)(3) | CHARITABLE | $3,373 |
| TIKVAH LCHAIM | |||||||
| 84 GROVE ST | MONSEY | NY | 10952 | NONE | 501(C)(3) | CHARITABLE | $9,000 |
| TOMCHEI SHABBOS | |||||||
| 212 2ND ST | LAKEWOOD | NJ | 08701 | NONE | 501(C)(3) | CHARITABLE | $250 |
| TZEMACH TZADIK | |||||||
| 16 JEFFREY PL | MONSEY | NY | 10952 | NONE | 501(C)(3) | CHARITABLE | $180 |
| TZUR FOUNDATION | |||||||
| 418 CLIFTON AVE | LAKEWOOD | NJ | 08701 | NONE | 501(C)(3) | CHARITABLE | $720 |
| UVNEI YERUSHALAYIM | |||||||
| 1407 14TH ST | LAKEWOOD | NJ | 08701 | NONE | 501(C)(3) | CHARITABLE | $500 |
| YESHIVA BETH JOSEPH TZVI DUSHINSKY | |||||||
| 135 ROSS STREET | BROOKLYN | NY | 11211 | NONE | 501(C)(3) | EDUCATIONAL | $500 |
| YESHIVA KARLIN STOLIN | |||||||
| 1818 54TH ST | BROOKLYN | NY | 11204 | NONE | 501(C)(3) | EDUCATIONAL | $2,000 |
| YESHIVA ORCHOS CHAIM | |||||||
| 410 OBERLIN AVE S | LAKEWOOD | NJ | 08701 | NONE | 501(C)(3) | EDUCATIONAL | $1,000 |
| ZERA YITZCHAK | |||||||
| 924 AVENUE O | BROOKLYN | NY | 11230 | NONE | 501(C)(3) | CHARITABLE | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $168,943 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,823 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,177 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $254,071 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,890 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $282,961 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $282,961 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL ROTTENBERG | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1211 14TH ST | AddressLine1Txt |
| City | LAKEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $240,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,700 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE FOUNDATION IS MAKING AN ELECTION TO TREAT EXCESS QUALIFYING DISTRIBUTIONS OF 14 AS A DISTRIBUTION OUT OF CORPUS.D. ROTTENBERG | ElectionDesc |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $682,969 | BookValueAmt |
| EOYFMV | $793,274 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEES | Desc |
| Revenue And Expenses Per Books | $165 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DISTRIBUTIONS FROM ANNUITIES | Desc |
| Revenue And Expenses Per Books | $254,071 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $254,071 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $254,071 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FORM 990 Y/E 12/31/23 | $210 | $0 | $0 | $0 |
| ESTIMATED TAXES Y/E 12/31/24 | $74 | $0 | $0 | $0 |