MAURICE AND LENA RUSSO FAM FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
MAURICE AND LENA RUSSO FAM FOUNDATION (EIN 47-2477939)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-17
IRS object ID
202543219349107389
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-17T17:37:59-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN871477713PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SASSERATH & CO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14175 VETERANS MEMORIAL HWY STE 400AddressLine1Txt
CityRONKONKOMACityNm
State AbbreviationNYStateAbbreviationCd
ZIP11779ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN472477939EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MAURICE AND LENA RUSSO FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMAURBusinessNameControlTxt
Phone6312498200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1401 BROADWAY SUITE 1712AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10013ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCLIFTON RUSSOPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone6312498200PhoneNum
Signature2025-11-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID J DEPINTO CPAPreparerPersonNm
PTINP00234024PTIN
Phone6313683110PhoneNum
Preparation2025-11-17PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,323,886FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$281,595InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$281,595InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$281,595InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$34,460DividendsRevAndExpnssAmt
Dividends Net Invst Incm$34,460DividendsNetInvstIncmAmt
Dividends Adj Net Incm$34,460DividendsAdjNetIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$316,055TotalRevAndExpnssAmt
Total Net Invst Incm$316,055TotalNetInvstIncmAmt
Total Adj Net Incm$316,055TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,000AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$3,000AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,475OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,475OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$5,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$5,000TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$10,893TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$10,893TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,191OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$299OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$2,191OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$26,559TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,774TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$16,084TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$371,392ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$371,392ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$397,951TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,774TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$387,476TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$81,896ExcessRevenueOverExpensesAmt
Net Investment Income$305,281NetInvestmentIncomeAmt
Adjusted Net Income$316,055AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$989,753SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$639,886SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$639,886SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$9,013,257OtherInvestmentsBOYAmt
Other Investments EOY$9,292,328OtherInvestmentsEOYAmt
Other Investments EOYFMV$5,684,000OtherInvestmentsEOYFMVAmt
Total Assets BOY$10,003,010TotalAssetsBOYAmt
Total Assets EOY$9,932,214TotalAssetsEOYAmt
Total Assets EOYFMV$6,323,886TotalAssetsEOYFMVAmt
Other Liabilities BOY$2,650OtherLiabilitiesBOYAmt
Other Liabilities EOY$13,750OtherLiabilitiesEOYAmt
Total Liabilities BOY$2,650TotalLiabilitiesBOYAmt
Total Liabilities EOY$13,750TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$10,000,360RetainedEarningBOYAmt
Retained Earning EOY$9,918,464RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$10,000,360TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$9,918,464TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$10,003,010TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$9,932,214TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$10,000,360TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$81,896ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$9,918,464SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$9,918,464TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,243InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,243SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,243TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$508EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$5,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$5,508TotalPaymentsAndCreditsAmt
Es Penalty$199EsPenaltyAmt
Overpayment$1,066OverpaymentAmt
Applied To ES Tax$1,066AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksALBERT RUSSOIndividualWithBooksNm
Phone2129660775PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1401 BROADWAY SUITE 1712AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100133019ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ALBERT V RUSSO
401 BROADWAY SUITE 1712NEW YORKNY10013DIRECTOR5.00$0$0$0
CLIFTON RUSSO
401 BROADWAY SUITE 1712NEW YORKNY10013DIRECTOR5.00$0$0$0
LAWRENCE RUSSO
401 BROADWAY SUITE 1712NEW YORKNY10013DIRECTOR5.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$802,165AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$5,684,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,486,165TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,486,165AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$97,292CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,388,873NetVlNoncharitableAssetsAmt
Minimum Investment Return$319,444MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$319,444MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,243TaxBasedOnInvestmentIncomeAmt
Total Tax$4,243TotalTaxAmt
Distributable Before Adj$315,201DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$315,201DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$315,201DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$387,476ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$387,476QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$315,201DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$2,959ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$84,037ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$102,364ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$189,360TotalExcessDistributionCyovAmt
Qualifying Distributions$387,476QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$315,201AppliedToCurrentYearAmt
Remaining Distri From Corpus$72,275RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$261,635TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$261,635ExcessDistriCyovToNextYrAmt
Excess From Year4$2,959ExcessFromYear4Amt
Excess From Year2$84,037ExcessFromYear2Amt
Excess From Year1$102,364ExcessFromYear1Amt
Excess From Current Year$72,275ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (69 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCd
ACTION AGAINST HUNGER
ONE WHITEHALL STREET 2ND FLOORNEW YORKNY10004CHARITABLE CONTRIBUTION$2,400
AMERICAN COMMITTEE FOR SHAARE ZEDEK MEDICAL CENTER IN JERUSALEM
1040 6TH AVENEW YORKNY10018CHARITABLE CONTRIBUTION$2,600
AJC (THE JEWISH COMMUNITY OF THESSALONIKI)
PO BOX 7247PHILADELPHIAPA191700001CHARITABLE CONTRIBUTION$7,500
AMERICAN FRIENDS OF MEIR PANIM
88 WALTON STREET B1BROOKLYNNY11206CHARITABLE CONTRIBUTION$2,000
AMERICAN FRIENDS OF RAMBAM MEDICAL CENTER
2248 BROADWAY 2021NEW YORKNY10024CHARITABLE CONTRIBUTION$2,500
AMERICAN FRIENDS OF SHEBA MEDICAL CENTER- TEL HASHOMER INC
575 MADISON AVENEW YORKNY10022CHARITABLE CONTRIBUTION$2,600
AMERICAN FRIENDS OF THE JEWISH MUSEUM OF GREECE
115 W 29TH STNEW YORKNY10001CHARITABLE CONTRIBUTION$1,800
AMERICAN FRIENDS OF TURKISH JEWRY
234 E 23RD ST APT20ANEW YORKNY10010CHARITABLE CONTRIBUTION$5,000
AMERICAN SEPHARDI FEDERATION
15 W 16TH STNEW YORKNY10011CHARITABLE CONTRIBUTION$2,600
AMERICAN JEWISH COMMITTEE (KASTORIA MONUMENT PROJECT)
PO BOX 7247PHILADELPHIAPA191700001CHARITABLE CONTRIBUTION$90,000
AMERICAN JEWISH COMMITTEE (FOR THE JEWISH MUSEUM OF THESSALONIKI)
PO BOX 7247PHILADELPHIAPA191700001CHARITABLE CONTRIBUTION$23,000
AMERICARES
88 HAMILTON AVESTAMFORDCT06902CHARITABLE CONTRIBUTION$2,500
ASPCA
424 E 92ND STNEW YORKNY101286804CHARITABLE CONTRIBUTION$500
ASSOCIATION OF FRIENDS OF GREEK JEWRY-ERAN
1 HANSON PLACEHUNTINGTONNY117435008CHARITABLE CONTRIBUTION$12,000
CARE USA
151 ELLIS STREET NEATLANTAGA30303CHARITABLE CONTRIBUTION$2,510
CHABAD TORAH CENTER
393 5TH AVENEW YORKNY10016CHARITABLE CONTRIBUTION$5,000
CITY HARVEST
6 E 32ND ST 5TH FLOORNEW YORKNY10016CHARITABLE CONTRIBUTION$4,500
CITY MEALS ON WHEELS
355 LEXINGTON AVENEW YORKNY10017CHARITABLE CONTRIBUTION$2,500
COLEL CHABAD
806 EASTERN PARKWAYBROOKLYNNY11213CHARITABLE CONTRIBUTION$15,000
COMMUNITY FOODBANK OF NJ
31 EVANS TERMINALHILLSIDENJ07205CHARITABLE CONTRIBUTION$2,000
DOCTORS WITHOUT BORDERS
40 RECTOR ST 16TH FLOORNEW YORKNY10006CHARITABLE CONTRIBUTION$4,500
FEED ISRAEL
5229 NEW UTRECHT AVEBROOKLYNNY11219CHARITABLE CONTRIBUTION$500
FEEDING AMERICA
161 N CLARK ST STE 700CHICAGOIL60601CHARITABLE CONTRIBUTION$2,500
FEED THE HUNGRY (FTH HURRICANE RELIEF)
333 N MERIDIAN AVEOKLAHOMA CITYOK73107CHARITABLE CONTRIBUTION$2,500
FOOD BANK FOR NYC
39 BROADWAY 10TH FLOORNEW YORKNY10006CHARITABLE CONTRIBUTION$4,500
FRACTURED ATLAS (DO THIS ONE THING FOR ME)
228 PARK AVE S 56651NEW YORKNY100031502CHARITABLE CONTRIBUTION$1,000
FRIENDS OF ISRAEL DEFENSE FORCES
PO BOX 4224NEW YORKNY10163CHARITABLE CONTRIBUTION$15,000
FRIENDS OF UNITED HATZALAH
442 5TH AVE STE1866NEW YORKNY10018CHARITABLE CONTRIBUTION$2,500
GABRIELLE'S ANGEL FOUNDATION
430 W 14TH STREET 5TH FLNEW YORKNY10013CHARITABLE CONTRIBUTION$8,000
GLOBAL LYME ALLIANCE
PO BOX 25495NEW YORKNY100875495CHARITABLE CONTRIBUTION$7,500
HABITAT FOR HUMANITY
111 JOHN ST 7TH FL STE770NEW YORKNY10038CHARITABLE CONTRIBUTION$3,000
HADASSAH- THE WOMEN'S ZIONIST ORGANIZATION OF AMERICA INC
40 WALL STREETNEW YORKNY10005CHARITABLE CONTRIBUTION$2,600
HILLEL INTERNATIONAL
800 8TH ST NWWASHINGTONDC20001CHARITABLE CONTRIBUTION$1,000
ISRAEL MAGEN FUND
1405 NORTH BROAD STHILLSIDENJ07205CHARITABLE CONTRIBUTION$4,300
JEWISH NATIONAL FUND
42 E 69TH STREETNEW YORKNY10021CHARITABLE CONTRIBUTION$5,000
JEWISH PARTISANS EDUCATIONAL
2266 CALIFORNIA STREETSAN FRANCISCOCA94115CHARITABLE CONTRIBUTION$2,000
JGIVE
43 LUBLIN TRLAKEWOODNJ08701CHARITABLE CONTRIBUTION$1,800
JTCC TENNIS GALA
5200 CAMPUS DRCOLLEGE PARKMD20740CHARITABLE CONTRIBUTION$7,000
KEHILA KEDOSHA JANINA
280 BROOME STREETNEW YORKNY10002CHARITABLE CONTRIBUTION$2,000
LUSTGARTEN FOUNDATION
504 RXR PLAZAUNIONDALENY11556CHARITABLE CONTRIBUTION$5,000
MACULAR DEGENERATION RESEARCH BRIGHT FOCUS FOUNDATION
22512 GATEWAY CENTER DRIVECLARKSBURGMD20871CHARITABLE CONTRIBUTION$1,500
MAGEN DAVID ADOM
20 W 36TH STREET SUITE 1100NEW YORKNY100189784CHARITABLE CONTRIBUTION$4,800
MERCY SHIPS
PO BOX 1930GARDEN VALLEYTX75771CHARITABLE CONTRIBUTION$2,500
MICHAEL J FOX FOUNDATION
PO BOX 4777NEW YORKNY10163CHARITABLE CONTRIBUTION$2,500
MUSCULAR DYSTROPHY ASSOCIATION
1016 W JACKSON BLVDCHICAGOIL60607CHARITABLE CONTRIBUTION$2,500
NANCY LIEBERMAN FOUNDATION
PO BOX 261233PLANOTX75026CHARITABLE CONTRIBUTION$3,000
OHR KODESH CONGREGATION (IN MEMORY OF GARY SAPPERSTEIN)
8300 MEADOWBROOK LNCHEVY CHASEMD20815CHARITABLE CONTRIBUTION$309
PEF- NINI CZOPP ASSOCIATION
CHARITABLE CONTRIBUTION$2,573POB 8112PETACH TIKVA 4918IS
PROJECT HOPE
PO BOX 5029HAGERSTOWNMD21741CHARITABLE CONTRIBUTION$2,500
RABIN MEDICAL CENTER
CHARITABLE CONTRIBUTION$3,600ZEEV JABOTINSKY RD 39PETAH TIKVA, 4941IS
REIL NEW EARTH CONSERVATIONIST PROJECT
6068 SAW MILL RD PO BOX 262CARVERSVILLEPA18913CHARITABLE CONTRIBUTION$500
SAVE THE CHILDREN
501 KINGS HIGHWAY EASTFAIRFIELDCT06825CHARITABLE CONTRIBUTION$2,500
SEPHARDIC COMMUNITY FOUNDATION
357 AVENUE WESTBROOKLYNNY11223CHARITABLE CONTRIBUTION$1,800
SHARSHERET
10 EAST 40TH STREETNEW YORKNY10016CHARITABLE CONTRIBUTION$2,500
SHRINERS HOSPITAL FOR CHILDREN
2900 ROCKY POINT DRTAMPAFL33607CHARITABLE CONTRIBUTION$9,000
SIMON WIESENTHAL CENTER
11 BROADWAY STE 766NEW YORKNY10004CHARITABLE CONTRIBUTION$1,000
SPECIAL OLYMPICS
2600 VIRGINIA AVE NW 11TH FLOORWASHINGTONDC20037CHARITABLE CONTRIBUTION$1,000
ST JUDE CHILDRENS RESEARCH HOSPITAL
501 ST JUDE PLACEMEMPHISTN38105CHARITABLE CONTRIBUTION$9,000
THE NEW YORK SOCIETY LIBRARY
53 EAST 79TH STREETNEW YORKNY10075CHARITABLE CONTRIBUTION$1,000
THE SEPHARDIC TEMPLE
775 BRANCH BLD PO BOX 392CEDARHURSTNY11516CHARITABLE CONTRIBUTION$16,950
THE SEPHARDIC TEMPLE
775 BRANCH BVD PO BOX 392CEDARHURSTNY11516CHARITABLE CONTRIBUTION$1,350
UNITED BREAST CANCER FOUNDATION
PO BOX 2421HUNTINGTONNY11743CHARITABLE CONTRIBUTION$1,000
UNIVERSITY OF PENNSYLVANIA
2929 WALNUT STREET STE100PHILADELPHIAPA19104CHARITABLE CONTRIBUTION$1,000
USA FOR UNHCR
1310 L ST NW STE 450WASHINGTONDC20005CHARITABLE CONTRIBUTION$4,500
US HOLOCAUST MEMORIAL MUSEUM
100 RAOUL WALLENBERG PLSWWASHINGTONDC20024CHARITABLE CONTRIBUTION$1,800
WHITE STORK AID FOR UKRAINE
512 CHESTNUT ST UNIT 11WINNETKAIL60093CHARITABLE CONTRIBUTION$500
WORLD CENTRAL KITCHEN
200 MASSACHUSSETTS AVE NWWASHINGTONDC20001CHARITABLE CONTRIBUTION$4,500
WOUNDED WARRIOR PROJECT
4899 BELFORT RD STE 300JACKSONVILLEFL32256CHARITABLE CONTRIBUTION$12,500
ZAKA INC
2920 AVENUE RBROOKLYNNY11229CHARITABLE CONTRIBUTION$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$371,392TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$281,595ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$34,460ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$316,055ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$316,055TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$6,000Amt
Net Investment Income$3,000NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$3,000DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or Item99% LLC INTEREST IN TREZOROS, LLCCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$9,292,328BookValueAmt
EOYFMV$5,684,000EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$165$0$0$165
DUES & SUBSCRIPTIONS$126$0$0$126
FILING FEES$299$299$0$299
MEALS & MEETINGS EXPENSES$1,601$0$0$1,601

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescCAPITAL ONE CREDIT CARDDesc
BOY Book Value$2,650BOYBookValueAmt
EOY Book Value$13,750EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryTREZOROS LLC - PROFESSIONAL FEESCategoryTxt
Amt$2,475Amt
Net Investment Income$2,475NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$5,000Amt
Net Investment Income$5,000NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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