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
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T17:37:59-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871477713 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SASSERATH & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4175 VETERANS MEMORIAL HWY STE 400 | AddressLine1Txt |
| City | RONKONKOMA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11779 | 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 | 472477939 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAURICE AND LENA RUSSO FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MAUR | BusinessNameControlTxt |
| Phone | 6312498200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 BROADWAY SUITE 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 |
| Phone | 6312498200 | 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 | DAVID J DEPINTO CPA | PreparerPersonNm |
| PTIN | P00234024 | PTIN |
| Phone | 6313683110 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,323,886 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $281,595 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $281,595 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $281,595 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $34,460 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,460 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $34,460 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $316,055 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $316,055 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $316,055 | 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 | $6,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,475 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,475 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,000 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $10,893 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $10,893 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,191 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $299 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,191 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $26,559 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,774 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,084 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $371,392 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $371,392 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $397,951 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,774 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $387,476 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$81,896 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $305,281 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $316,055 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $989,753 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $639,886 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $639,886 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $9,013,257 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,292,328 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,684,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,003,010 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,932,214 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,323,886 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,650 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $13,750 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,650 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,750 | 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 | $10,000,360 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,918,464 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,000,360 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,918,464 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,003,010 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,932,214 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,000,360 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$81,896 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,918,464 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,918,464 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,243 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,243 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,243 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $508 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,508 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $199 | EsPenaltyAmt |
| Overpayment | $1,066 | OverpaymentAmt |
| Applied To ES Tax | $1,066 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| Org Report Or Register State | NY | 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 | 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 | 100133019 | 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 |
|---|---|---|---|---|---|---|---|---|
| ALBERT V RUSSO | ||||||||
| 401 BROADWAY SUITE 1712 | NEW YORK | NY | 10013 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| CLIFTON RUSSO | ||||||||
| 401 BROADWAY SUITE 1712 | NEW YORK | NY | 10013 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| LAWRENCE RUSSO | ||||||||
| 401 BROADWAY SUITE 1712 | NEW YORK | NY | 10013 | DIRECTOR | 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 |
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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $802,165 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,684,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,486,165 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,486,165 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $97,292 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,388,873 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $319,444 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $319,444 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,243 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,243 | TotalTaxAmt |
| Distributable Before Adj | $315,201 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $315,201 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $315,201 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $387,476 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $387,476 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $315,201 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $2,959 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $84,037 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $102,364 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $189,360 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $387,476 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $315,201 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $72,275 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $261,635 | 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 | $261,635 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,959 | ExcessFromYear4Amt |
| Excess From Year2 | $84,037 | ExcessFromYear2Amt |
| Excess From Year1 | $102,364 | ExcessFromYear1Amt |
| Excess From Current Year | $72,275 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (69 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|
| ACTION AGAINST HUNGER | ||||||||
| ONE WHITEHALL STREET 2ND FLOOR | NEW YORK | NY | 10004 | CHARITABLE CONTRIBUTION | $2,400 | |||
| AMERICAN COMMITTEE FOR SHAARE ZEDEK MEDICAL CENTER IN JERUSALEM | ||||||||
| 1040 6TH AVE | NEW YORK | NY | 10018 | CHARITABLE CONTRIBUTION | $2,600 | |||
| AJC (THE JEWISH COMMUNITY OF THESSALONIKI) | ||||||||
| PO BOX 7247 | PHILADELPHIA | PA | 191700001 | CHARITABLE CONTRIBUTION | $7,500 | |||
| AMERICAN FRIENDS OF MEIR PANIM | ||||||||
| 88 WALTON STREET B1 | BROOKLYN | NY | 11206 | CHARITABLE CONTRIBUTION | $2,000 | |||
| AMERICAN FRIENDS OF RAMBAM MEDICAL CENTER | ||||||||
| 2248 BROADWAY 2021 | NEW YORK | NY | 10024 | CHARITABLE CONTRIBUTION | $2,500 | |||
| AMERICAN FRIENDS OF SHEBA MEDICAL CENTER- TEL HASHOMER INC | ||||||||
| 575 MADISON AVE | NEW YORK | NY | 10022 | CHARITABLE CONTRIBUTION | $2,600 | |||
| AMERICAN FRIENDS OF THE JEWISH MUSEUM OF GREECE | ||||||||
| 115 W 29TH ST | NEW YORK | NY | 10001 | CHARITABLE CONTRIBUTION | $1,800 | |||
| AMERICAN FRIENDS OF TURKISH JEWRY | ||||||||
| 234 E 23RD ST APT20A | NEW YORK | NY | 10010 | CHARITABLE CONTRIBUTION | $5,000 | |||
| AMERICAN SEPHARDI FEDERATION | ||||||||
| 15 W 16TH ST | NEW YORK | NY | 10011 | CHARITABLE CONTRIBUTION | $2,600 | |||
| AMERICAN JEWISH COMMITTEE (KASTORIA MONUMENT PROJECT) | ||||||||
| PO BOX 7247 | PHILADELPHIA | PA | 191700001 | CHARITABLE CONTRIBUTION | $90,000 | |||
| AMERICAN JEWISH COMMITTEE (FOR THE JEWISH MUSEUM OF THESSALONIKI) | ||||||||
| PO BOX 7247 | PHILADELPHIA | PA | 191700001 | CHARITABLE CONTRIBUTION | $23,000 | |||
| AMERICARES | ||||||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | CHARITABLE CONTRIBUTION | $2,500 | |||
| ASPCA | ||||||||
| 424 E 92ND ST | NEW YORK | NY | 101286804 | CHARITABLE CONTRIBUTION | $500 | |||
| ASSOCIATION OF FRIENDS OF GREEK JEWRY-ERAN | ||||||||
| 1 HANSON PLACE | HUNTINGTON | NY | 117435008 | CHARITABLE CONTRIBUTION | $12,000 | |||
| CARE USA | ||||||||
| 151 ELLIS STREET NE | ATLANTA | GA | 30303 | CHARITABLE CONTRIBUTION | $2,510 | |||
| CHABAD TORAH CENTER | ||||||||
| 393 5TH AVE | NEW YORK | NY | 10016 | CHARITABLE CONTRIBUTION | $5,000 | |||
| CITY HARVEST | ||||||||
| 6 E 32ND ST 5TH FLOOR | NEW YORK | NY | 10016 | CHARITABLE CONTRIBUTION | $4,500 | |||
| CITY MEALS ON WHEELS | ||||||||
| 355 LEXINGTON AVE | NEW YORK | NY | 10017 | CHARITABLE CONTRIBUTION | $2,500 | |||
| COLEL CHABAD | ||||||||
| 806 EASTERN PARKWAY | BROOKLYN | NY | 11213 | CHARITABLE CONTRIBUTION | $15,000 | |||
| COMMUNITY FOODBANK OF NJ | ||||||||
| 31 EVANS TERMINAL | HILLSIDE | NJ | 07205 | CHARITABLE CONTRIBUTION | $2,000 | |||
| DOCTORS WITHOUT BORDERS | ||||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | CHARITABLE CONTRIBUTION | $4,500 | |||
| FEED ISRAEL | ||||||||
| 5229 NEW UTRECHT AVE | BROOKLYN | NY | 11219 | CHARITABLE CONTRIBUTION | $500 | |||
| FEEDING AMERICA | ||||||||
| 161 N CLARK ST STE 700 | CHICAGO | IL | 60601 | CHARITABLE CONTRIBUTION | $2,500 | |||
| FEED THE HUNGRY (FTH HURRICANE RELIEF) | ||||||||
| 333 N MERIDIAN AVE | OKLAHOMA CITY | OK | 73107 | CHARITABLE CONTRIBUTION | $2,500 | |||
| FOOD BANK FOR NYC | ||||||||
| 39 BROADWAY 10TH FLOOR | NEW YORK | NY | 10006 | CHARITABLE CONTRIBUTION | $4,500 | |||
| FRACTURED ATLAS (DO THIS ONE THING FOR ME) | ||||||||
| 228 PARK AVE S 56651 | NEW YORK | NY | 100031502 | CHARITABLE CONTRIBUTION | $1,000 | |||
| FRIENDS OF ISRAEL DEFENSE FORCES | ||||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | CHARITABLE CONTRIBUTION | $15,000 | |||
| FRIENDS OF UNITED HATZALAH | ||||||||
| 442 5TH AVE STE1866 | NEW YORK | NY | 10018 | CHARITABLE CONTRIBUTION | $2,500 | |||
| GABRIELLE'S ANGEL FOUNDATION | ||||||||
| 430 W 14TH STREET 5TH FL | NEW YORK | NY | 10013 | CHARITABLE CONTRIBUTION | $8,000 | |||
| GLOBAL LYME ALLIANCE | ||||||||
| PO BOX 25495 | NEW YORK | NY | 100875495 | CHARITABLE CONTRIBUTION | $7,500 | |||
| HABITAT FOR HUMANITY | ||||||||
| 111 JOHN ST 7TH FL STE770 | NEW YORK | NY | 10038 | CHARITABLE CONTRIBUTION | $3,000 | |||
| HADASSAH- THE WOMEN'S ZIONIST ORGANIZATION OF AMERICA INC | ||||||||
| 40 WALL STREET | NEW YORK | NY | 10005 | CHARITABLE CONTRIBUTION | $2,600 | |||
| HILLEL INTERNATIONAL | ||||||||
| 800 8TH ST NW | WASHINGTON | DC | 20001 | CHARITABLE CONTRIBUTION | $1,000 | |||
| ISRAEL MAGEN FUND | ||||||||
| 1405 NORTH BROAD ST | HILLSIDE | NJ | 07205 | CHARITABLE CONTRIBUTION | $4,300 | |||
| JEWISH NATIONAL FUND | ||||||||
| 42 E 69TH STREET | NEW YORK | NY | 10021 | CHARITABLE CONTRIBUTION | $5,000 | |||
| JEWISH PARTISANS EDUCATIONAL | ||||||||
| 2266 CALIFORNIA STREET | SAN FRANCISCO | CA | 94115 | CHARITABLE CONTRIBUTION | $2,000 | |||
| JGIVE | ||||||||
| 43 LUBLIN TR | LAKEWOOD | NJ | 08701 | CHARITABLE CONTRIBUTION | $1,800 | |||
| JTCC TENNIS GALA | ||||||||
| 5200 CAMPUS DR | COLLEGE PARK | MD | 20740 | CHARITABLE CONTRIBUTION | $7,000 | |||
| KEHILA KEDOSHA JANINA | ||||||||
| 280 BROOME STREET | NEW YORK | NY | 10002 | CHARITABLE CONTRIBUTION | $2,000 | |||
| LUSTGARTEN FOUNDATION | ||||||||
| 504 RXR PLAZA | UNIONDALE | NY | 11556 | CHARITABLE CONTRIBUTION | $5,000 | |||
| MACULAR DEGENERATION RESEARCH BRIGHT FOCUS FOUNDATION | ||||||||
| 22512 GATEWAY CENTER DRIVE | CLARKSBURG | MD | 20871 | CHARITABLE CONTRIBUTION | $1,500 | |||
| MAGEN DAVID ADOM | ||||||||
| 20 W 36TH STREET SUITE 1100 | NEW YORK | NY | 100189784 | CHARITABLE CONTRIBUTION | $4,800 | |||
| MERCY SHIPS | ||||||||
| PO BOX 1930 | GARDEN VALLEY | TX | 75771 | CHARITABLE CONTRIBUTION | $2,500 | |||
| MICHAEL J FOX FOUNDATION | ||||||||
| PO BOX 4777 | NEW YORK | NY | 10163 | CHARITABLE CONTRIBUTION | $2,500 | |||
| MUSCULAR DYSTROPHY ASSOCIATION | ||||||||
| 1016 W JACKSON BLVD | CHICAGO | IL | 60607 | CHARITABLE CONTRIBUTION | $2,500 | |||
| NANCY LIEBERMAN FOUNDATION | ||||||||
| PO BOX 261233 | PLANO | TX | 75026 | CHARITABLE CONTRIBUTION | $3,000 | |||
| OHR KODESH CONGREGATION (IN MEMORY OF GARY SAPPERSTEIN) | ||||||||
| 8300 MEADOWBROOK LN | CHEVY CHASE | MD | 20815 | CHARITABLE CONTRIBUTION | $309 | |||
| PEF- NINI CZOPP ASSOCIATION | ||||||||
| CHARITABLE CONTRIBUTION | $2,573 | POB 8112 | PETACH TIKVA 4918 | IS | ||||
| PROJECT HOPE | ||||||||
| PO BOX 5029 | HAGERSTOWN | MD | 21741 | CHARITABLE CONTRIBUTION | $2,500 | |||
| RABIN MEDICAL CENTER | ||||||||
| CHARITABLE CONTRIBUTION | $3,600 | ZEEV JABOTINSKY RD 39 | PETAH TIKVA, 4941 | IS | ||||
| REIL NEW EARTH CONSERVATIONIST PROJECT | ||||||||
| 6068 SAW MILL RD PO BOX 262 | CARVERSVILLE | PA | 18913 | CHARITABLE CONTRIBUTION | $500 | |||
| SAVE THE CHILDREN | ||||||||
| 501 KINGS HIGHWAY EAST | FAIRFIELD | CT | 06825 | CHARITABLE CONTRIBUTION | $2,500 | |||
| SEPHARDIC COMMUNITY FOUNDATION | ||||||||
| 357 AVENUE WEST | BROOKLYN | NY | 11223 | CHARITABLE CONTRIBUTION | $1,800 | |||
| SHARSHERET | ||||||||
| 10 EAST 40TH STREET | NEW YORK | NY | 10016 | CHARITABLE CONTRIBUTION | $2,500 | |||
| SHRINERS HOSPITAL FOR CHILDREN | ||||||||
| 2900 ROCKY POINT DR | TAMPA | FL | 33607 | CHARITABLE CONTRIBUTION | $9,000 | |||
| SIMON WIESENTHAL CENTER | ||||||||
| 11 BROADWAY STE 766 | NEW YORK | NY | 10004 | CHARITABLE CONTRIBUTION | $1,000 | |||
| SPECIAL OLYMPICS | ||||||||
| 2600 VIRGINIA AVE NW 11TH FLOOR | WASHINGTON | DC | 20037 | CHARITABLE CONTRIBUTION | $1,000 | |||
| ST JUDE CHILDRENS RESEARCH HOSPITAL | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | CHARITABLE CONTRIBUTION | $9,000 | |||
| THE NEW YORK SOCIETY LIBRARY | ||||||||
| 53 EAST 79TH STREET | NEW YORK | NY | 10075 | CHARITABLE CONTRIBUTION | $1,000 | |||
| THE SEPHARDIC TEMPLE | ||||||||
| 775 BRANCH BLD PO BOX 392 | CEDARHURST | NY | 11516 | CHARITABLE CONTRIBUTION | $16,950 | |||
| THE SEPHARDIC TEMPLE | ||||||||
| 775 BRANCH BVD PO BOX 392 | CEDARHURST | NY | 11516 | CHARITABLE CONTRIBUTION | $1,350 | |||
| UNITED BREAST CANCER FOUNDATION | ||||||||
| PO BOX 2421 | HUNTINGTON | NY | 11743 | CHARITABLE CONTRIBUTION | $1,000 | |||
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 2929 WALNUT STREET STE100 | PHILADELPHIA | PA | 19104 | CHARITABLE CONTRIBUTION | $1,000 | |||
| USA FOR UNHCR | ||||||||
| 1310 L ST NW STE 450 | WASHINGTON | DC | 20005 | CHARITABLE CONTRIBUTION | $4,500 | |||
| US HOLOCAUST MEMORIAL MUSEUM | ||||||||
| 100 RAOUL WALLENBERG PLSW | WASHINGTON | DC | 20024 | CHARITABLE CONTRIBUTION | $1,800 | |||
| WHITE STORK AID FOR UKRAINE | ||||||||
| 512 CHESTNUT ST UNIT 11 | WINNETKA | IL | 60093 | CHARITABLE CONTRIBUTION | $500 | |||
| WORLD CENTRAL KITCHEN | ||||||||
| 200 MASSACHUSSETTS AVE NW | WASHINGTON | DC | 20001 | CHARITABLE CONTRIBUTION | $4,500 | |||
| WOUNDED WARRIOR PROJECT | ||||||||
| 4899 BELFORT RD STE 300 | JACKSONVILLE | FL | 32256 | CHARITABLE CONTRIBUTION | $12,500 | |||
| ZAKA INC | ||||||||
| 2920 AVENUE R | BROOKLYN | NY | 11229 | CHARITABLE CONTRIBUTION | $2,500 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $371,392 | 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 | $281,595 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,460 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $316,055 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $316,055 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,000 | Amt |
| Net Investment Income | $3,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,000 | DisbursementsCharitablePrpsAmt |
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 | AT COST | ListedAtCostOrFMVCd |
| Book Value | $9,292,328 | BookValueAmt |
| EOYFMV | $5,684,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL ONE CREDIT CARD | Desc |
| BOY Book Value | $2,650 | BOYBookValueAmt |
| EOY Book Value | $13,750 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TREZOROS LLC - PROFESSIONAL FEES | CategoryTxt |
| Amt | $2,475 | Amt |
| Net Investment Income | $2,475 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $5,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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