MAURICE AND LENA RUSSO FAM FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MAURICE AND LENA RUSSO FAM FOUNDATION (EIN 47-2477939)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202033219349103968
- Schema version
- 2019v5.1
- 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
- Accounting Fees Schedule
- 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 | 2020-11-16T03:34:51-00:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | David J DePinto | PreparerPersonNm |
| Phone | 6312498200 | PhoneNum |
| Preparation | 2020-11-16 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.195.234.98 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 19:53:24 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 24A4593B7FC72EA663BB5BE0AAEF9CCD52F81A1F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 24A4593B7FC72EA663BB5BE0AAEF9CCD52F81A1F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,082,859 | 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 | $10,619,050 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $289,540 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $289,540 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $289,540 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $10,908,590 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $289,540 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $289,540 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $5,361 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,361 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $2,000 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $75 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $75 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $189 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $189 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $5,625 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,625 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $2,000 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $332,035 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $332,035 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $337,660 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,625 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $2,000 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $332,035 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,570,930 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $285,915 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $287,540 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,741 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $350,880 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $350,880 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock EOY | $1,118,979 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,118,979 | CorporateStockEOYFMVAmt |
| Other Investments EOY | $9,109,812 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,613,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,741 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,579,671 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,082,859 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $8,741 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,579,671 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,741 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,579,671 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,741 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,579,671 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,741 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,570,930 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,579,671 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,579,671 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $55,325 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $23,323 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000002.372122 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $35,025 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $78,917 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 000000.443821 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $43,045 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $73,233 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 000000.587781 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $33,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $22,918 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 000001.439916 | DistributionYr4Rt |
| Total Distribution | 000004.843640 | TotalDistributionRt |
| Average Distribution | 000000.968728 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,915,381 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,667,851 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,859 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,670,710 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $332,035 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,718 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,718 | SubtotalAmt |
| Tax Based On Investment Income | $5,718 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $3,200 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,202 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $3,202 | OriginalReturnTaxPaidAmt |
| Tax Due | $2,516 | 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 | false | 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 | $1,422,920 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,613,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,035,920 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $8,035,920 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $120,539 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,915,381 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $395,769 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $395,769 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,718 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,718 | TotalTaxAmt |
| Distributable Before Adj | $390,051 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $390,051 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $390,051 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $332,035 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $332,035 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $332,035 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $390,051 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $33,000 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $39,385 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $31,079 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $54,159 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $157,623 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $332,035 | QualifyingDistributionsAmt |
| Applied To Current Year | $332,035 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $58,016 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $58,016 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $99,607 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $99,607 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $14,369 | ExcessFromYear3Amt |
| Excess From Year2 | $31,079 | ExcessFromYear2Amt |
| Excess From Year1 | $54,159 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| American Friends of Wingate Institute | ||||||||||
| 150 Avene L | Newark | NJ | 07105 | Charity | PC | Chartiable | $80,000 | |||
| Colel Chabad | ||||||||||
| 806 Eastern Parkway | Brooklyn | NY | 11213 | Charity | PC | Chartiable | $22,500 | |||
| George Washington University Power and Promise Fund | ||||||||||
| 1922 F Street NW Suite 202 | Washington | DC | 20052 | Charity | PC | Chartiable | $5,000 | |||
| Kehila Kedosha Janina Preservation and Cultural Fund | ||||||||||
| 36 Midway Rd | Spring Valley | NY | 10977 | Charity | PC | Charitable | $8,000 | |||
| American Friends of the Jewish Museum of Greece | ||||||||||
| PO Box 2010 | New York | NY | 10185 | Charity | PC | Charitable | $1,800 | |||
| Union County Torah Center - Chabad | ||||||||||
| 111 Laurel Place | Westfield | NJ | 07090 | Charity | PC | Chartiable | $7,300 | |||
| American Sephardi Federation | ||||||||||
| 15 W 16 St | New York | NY | 10011 | Charity | PC | Charitable | $7,200 | |||
| Shriners Hospital for Children | ||||||||||
| 2900 N Rocky Point Dr | Tampa | FL | 33607 | Charity | PC | Charitable | $10,000 | |||
| City Harvest | ||||||||||
| 6 East 32nd Street 5th Floor | New York | NY | 10016 | Chariity | PC | Charitable | $7,500 | |||
| American Society for Yad Vashem | ||||||||||
| 500 5th Ave 42nd floor | New York | NY | 10110 | Charity | PC | Charitable | $10,000 | |||
| Friends of the Israel Defense Forces | ||||||||||
| PO Box 4224 | New York | NY | 10163 | Charity | PC | Charitable | $15,000 | |||
| The Penn Fund | ||||||||||
| 2929 Walnut Street | Philadelphia | PA | 19104 | Charity | PC | Charitable | $1,000 | |||
| PEF Israel Endowment Funds Inc | ||||||||||
| 630 3rd Ave 15th Floor | New York | NY | 10017 | Charity | PC | Charitable | $2,500 | |||
| The Ramon Foundation | ||||||||||
| Charity | PC | Charitable | $1,000 | Igal Alon 94a Northen Tower Fl 3 | Tel Aviv | IS | ||||
| American Friends of Magen David Adom | ||||||||||
| 352 Seventh Avenue Suite 400 | New York | NY | 10001 | Charity | PC | Charitable | $10,000 | |||
| Sustainable Markets Foundation | ||||||||||
| 45 WEST 36TH STREET | New York | NY | 100187904 | Charity | PC | Charitable | $1,800 | |||
| Sephardic Temple | ||||||||||
| 775 Branch Blvd 1 | Cedarhurst | NY | 11516 | Charity | PC | Charitable | $15,055 | |||
| Jewish National Fund | ||||||||||
| 78 Randall Avenue | Rockville Center | NY | 11570 | Charity | PC | Charitable | $15,180 | |||
| The Association of Friends of Greek Jewry | ||||||||||
| One Hanson Place | Huntington | NY | 11743 | Charity | PC | Charitable | $1,000 | |||
| Friendship Truth Sick & Benevolent Society of Kastoryalis | ||||||||||
| 1926 63rd St | Brooklyn | NY | 11204 | Charity | PC | Charitable | $1,000 | |||
| Sephardic CongregationBenai Asher of Long Beach | ||||||||||
| 161 Lafayette Blvd | Long beach | NY | 11561 | Charity | PC | Charitable | $1,000 | |||
| Israel 20 | ||||||||||
| 8 Hampton Road | Clifton | NJ | 07012 | Charity | PC | Charitable | $300 | |||
| Girls Town or Chadash | ||||||||||
| 1417 Coney Island Ave | Brooklyn | NY | 11230 | Charity | PC | Charitable | $5,000 | |||
| Zaka Search and Rescue | ||||||||||
| 1405 N Broad St Ste 210 | Hillside | NJ | 07205 | Charity | PC | Charitable | $10,000 | |||
| Jewish Partisan Educational Foundation | ||||||||||
| PO Box 159004 | San Francisco | CA | 94115 | Charity | PC | Charitable | $2,500 | |||
| Global Lyme Alliance | ||||||||||
| 1290 E Main St 3rd floor | Sanford | CT | 06902 | Charity | PC | Charitable | $10,000 | |||
| One Voice | ||||||||||
| 1700 Woodlands Dr Suite 100 | Maumee | OH | 43537 | Charity | PC | Charitable | $1,000 | |||
| Soldier of Love Foundation Inc | ||||||||||
| 1313 S 33rd St | Philadelphia | PA | 19146 | Charity | PC | Charitable | $500 | |||
| Gabrielle's Angel Foundation | ||||||||||
| 142 W 57th St 11 | New York | NY | 10019 | Charity | PC | Charitable | $3,000 | |||
| American Jewish Joint Dist Comm | ||||||||||
| 220 E 42nd Street Suite 400 | New York | NY | 10017 | Charity | PC | Charitable | $13,000 | |||
| Nancy Lieberman Charities | ||||||||||
| PO Box 261233 | Piano | TX | 75026 | Charity | PC | Charitable | $1,900 | |||
| JTCC | ||||||||||
| 800 Charter Colony Parkway | Midlothian | VA | 231144383 | Charity | PC | Charitable | $1,000 | |||
| Jewish Federations of North America - Israel Giving Grants | ||||||||||
| Wall Street Station PO Box 157 | New York | NY | 10268 | Charity | PC | Charitable | $30,000 | |||
| American Cancer Society | ||||||||||
| 250 Williams Street NW | Atlanta | GA | 30303 | Charity | PC | Charitable | $5,000 | |||
| St Jude Children's Research Hospital | ||||||||||
| 262 Danny Thomas Place | Memphis | TN | 38105 | Charity | PC | Charitable | $5,000 | |||
| American Jewish Committee | ||||||||||
| 165 East 56th Street | New York | NY | 10022 | Charity | PC | Charitable | $5,000 | |||
| Wounded Warrior Project | ||||||||||
| PO Box 758516 | Topeka | KS | 666758516 | Charity | PC | Charitable | $10,000 | |||
| PEF Israel Endownment Funds Inc | ||||||||||
| 630 3rd Ave 15th Floor | New York | NY | 10017 | Charity | PC | Charitable | $5,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $332,035 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $289,540 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $289,540 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $289,540 | 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 | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Estate of Lena Russo | |||||||
| 1 | 401 Broadway Suite 1712 | New York | NY | 10013 | $1,468,138 | Yes (X) | |
| Albert V Russo | |||||||
| 2 | 401 Broadway Suite 1712 | New York | NY | 10013 | $1,021 | Yes (X) | |
| Lawrence Russo | |||||||
| 3 | 401 Broadway Suite 1712 | New York | NY | 10013 | $1,021 | Yes (X) | |
| Clifton Russo | |||||||
| 4 | 401 Broadway Suite 1712 | New York | NY | 10013 | $1,021 | Yes (X) | |
| Estate of Lena Russo | |||||||
| 5 | 401 Broadway Suite 1712 | New York | NY | 10013 | $9,147,849 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 5 | ContributorNum |
| Noncash Property | Lena Russos Will left a specific bequest of three 3 promissory notes valued at 3,049,283 each which | NoncashPropertyDesc |
| Fair Market Value | $6,613,000 | FairMarketValueAmt |
| Received | 2019-01-09 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Charles Schwab | StockNm |
| EOY Book Value | $1,118,979 | EOYBookValueAmt |
| EOYFMV | $1,118,979 | 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 | $9,109,812 | BookValueAmt |
| EOYFMV | $6,613,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Bank Fees | $50 | $50 |
| Supplies | $139 | $139 |
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 | $5,361 | Amt |
| Net Investment Income | $3,361 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,000 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NYS | CategoryTxt |
| Amt | $75 | Amt |
| Net Investment Income | $75 | NetInvestmentIncomeAmt |
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