DAUGHTERS OF MIRIAM FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DAUGHTERS OF MIRIAM FOUNDATION INC (EIN 22-2563733)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202543219349106174
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T15:19:49-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331374517 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE SUITE 301 | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105281633 | 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 | 222563733 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAUGHTERS OF MIRIAM FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAUG | BusinessNameControlTxt |
| Phone | 9732535338 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 HAZEL STREET | AddressLine1Txt |
| City | CLIFTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07015 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANK DASILVA | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 9732535338 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARRETT M HIGGINS | PreparerPersonNm |
| PTIN | P00543209 | PTIN |
| Phone | 9143818900 | PhoneNum |
| Preparation | 2025-11-17 | 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) |
|---|---|---|
| Initial Return Former Pub Chrty | Yes (X) | InitialReturnFormerPubChrtyInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $33,659,105 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $355,769 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,320,680 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,320,680 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $375,477 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,587,484 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $375,477 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,051,926 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,696,157 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $11,395 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $11,395 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,640 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $14,640 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $64,325 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $64,325 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $175,768 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $175,768 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $283,128 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $64,325 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $201,803 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,538,790 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,538,790 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,821,918 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $64,325 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,740,593 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $230,008 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,631,832 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $47,086 | CashBOYAmt |
| Cash EOY | $591,270 | CashEOYAmt |
| Cash EOYFMV | $591,270 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $168,761 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $32,854,572 | CorporateStockBOYAmt |
| Corporate Stock EOY | $32,721,999 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $32,721,999 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $214,740 | OtherAssetsBOYAmt |
| Other Assets EOY | $345,836 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $345,836 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $33,285,159 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,659,105 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $33,659,105 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $511,754 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $370,970 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $511,754 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $370,970 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $32,773,405 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $33,288,135 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $32,773,405 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $33,288,135 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $33,285,159 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $33,659,105 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $32,773,405 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $230,008 | ExcessRevenueOverExpensesAmt |
| Other Increases | $284,722 | OtherIncreasesAmt |
| Subtotal | $33,288,135 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $33,288,135 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SHARE OF GAIN/LOSS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Sold | 2024-12-31 | SoldDt |
| Gross Sales Price | $15,587,484 | GrossSalesPriceAmt |
| Cost Or Other Basis | $15,212,007 | CostOrOtherBasisAmt |
| Gain Or Loss | $375,477 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $375,477 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $375,477 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $22,682 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $22,682 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $22,682 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,000 | 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 | $17,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $604 | EsPenaltyAmt |
| Tax Due | $6,286 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| 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 |
| Individual With Books | RONIT MODDEL | IndividualWithBooksNm |
| Phone | 9732535338 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 HAZEL STREET | AddressLine1Txt |
| City | CLIFTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07015 | 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 (11 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 |
|---|---|---|---|---|---|---|---|---|
| FRANK DASILVA | ||||||||
| 135 HAZEL STREET | CLIFTON | NJ | 07015 | CEO | 4.00 | $0 | $0 | $0 |
| HOWARD B BAUM | ||||||||
| 135 HAZEL STREET | CLIFTON | NJ | 07015 | SECRETARY | 4.00 | $0 | $0 | $0 |
| RONIT MODDEL | ||||||||
| 135 HAZEL STREET | CLIFTON | NJ | 07015 | CONTROLLER | 4.00 | $0 | $0 | $0 |
| ALBERT SAFER | ||||||||
| 135 HAZEL STREET | CLIFTON | NJ | 07015 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MARTIN S KENWOOD | ||||||||
| 135 HAZEL STREET | CLIFTON | NJ | 07015 | TREASURER | 1.00 | $0 | $0 | $0 |
| MICHAEL BIRNBERG | ||||||||
| 135 HAZEL STREET | CLIFTON | NJ | 07015 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| JEFFFREY SILVERSHEIN | ||||||||
| 135 HAZEL STREET | CLIFTON | NJ | 07015 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| JAY HOROWITZ | ||||||||
| 135 HAZEL STREET | CLIFTON | NJ | 07015 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ANDREW KANTER | ||||||||
| 135 HAZEL STREET | CLIFTON | NJ | 07015 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LARRY A LEVY | ||||||||
| 135 HAZEL STREET | CLIFTON | NJ | 07015 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| PHILIP MOSS | ||||||||
| 135 HAZEL STREET | CLIFTON | NJ | 07015 | TRUSTEE | 1.00 | $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 |
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 | $31,068,835 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $169,004 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $31,237,839 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $31,237,839 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $468,568 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $30,769,271 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,538,464 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,538,464 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,682 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $22,682 | TotalTaxAmt |
| Distributable Before Adj | $1,515,782 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,515,782 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,515,782 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,740,593 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,740,593 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,515,782 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,740,593 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,515,782 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $224,811 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $224,811 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $224,811 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $224,811 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| DAUGHTERS OF MIRIAM | |||||||
| 135 HAZEL STREET | CLIFTON | NJ | 07015 | NONE | 501(C)(3) | SUPPORT CONGREGATE SERVICES | $639,674 |
| PEF ISRAEL ENDOWMENT FUNDS | |||||||
| 630 THIRD AVENUE | NEW YORK | NY | 10001 | NONE | 501(C)(3) | SUPPORT CONGREGATE SERVICES | $500,000 |
| JEWISH FEDERATION NORTHERN NJ | |||||||
| 50 EISENHOWER DRIVE | PARAMUS | NJ | 07652 | NONE | 501(C)(3) | SUPPORT CONGREGATE SERVICES | $178,000 |
| YBH PASSAIC | |||||||
| 270 PASSAIC AVENUE | PASSAIC | NJ | 07055 | NONE | 501(C)(3) | SUPPORT CONGREGATE SERVICES | $75,000 |
| JEWISH FAMILY AND CHILDRENS SERVICES OF NORTHERN NJ | |||||||
| 1485 TEANECK ROAD | TEANECK | NJ | 07666 | NONE | 501(C)(3) | SUPPORT CONGREGATE SERVICES | $50,000 |
| HADASSAH WOMENS ZIONIST ORGANIZATION OF AMERICA | |||||||
| 40 WALL STREET | NEW YORK | NY | 10005 | NONE | 501(C)(3) | SUPPORT CONGREGATE SERVICES | $40,000 |
| THE SEEING EYE | |||||||
| PO BOX 375 | MORRISTOWN | NJ | 07963 | NONE | 501(C)(3) | SUPPORT CONGREGATE SERVICES | $31,351 |
| JEWISH HISTORICAL SOCIETY OF NORTH JERSEY | |||||||
| 1710 RIVER ROAD 3A | FAIR LAWN | NJ | 07410 | NONE | 501(C)(3) | SUPPORT CONGREGATE SERVICES | $24,765 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,538,790 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,320,680 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $375,477 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,696,157 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,696,157 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ESTATE OF CORINNE FREIDMAN | ||||||
| 1 | 100 PASSAIC AVENUE SUITE 310 | FAIRFIELD | NJ | 070043508 | $343,742 | Yes (X) |
| SAUELSON GROUP | ||||||
| 2 | 11-13 MARYLAND AVENUE | PATERSON | NJ | 07503 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $14,640 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,640 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB | $51,878 | $51,878 |
| FIDELITY BLACKROCK | $32,663,958 | $32,663,958 |
| OTHER STOCKS | $6,163 | $6,163 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $11,395 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,395 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DUE FROM THE AFFILIATE | $0 | $110,820 | $110,820 |
| ACCRUED INTEREST RECIEVABLE | $214,740 | $235,016 | $235,016 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INFORMATION TECHNOLOGY | $1,668 | $0 | $1,668 |
| ALLOCATED SALARIES | $122,731 | $0 | $122,731 |
| FUND DEVELOPMENT | $4,000 | $0 | $4,000 |
| INSURANCE EXPENSE | $29,177 | $0 | $29,177 |
| RENTAL FEES | $18,192 | $0 | $18,192 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $284,722 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO RELATED ORGANIZATION | Desc |
| BOY Book Value | $511,754 | BOYBookValueAmt |
| EOY Book Value | $370,970 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $64,325 | Amt |
| Net Investment Income | $64,325 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $17,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |