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UNIDENTIFIED FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
UNIDENTIFIED FOUNDATION (EIN 45-4583092)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-17
IRS object ID
202523219349107407
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)
Return2025-11-17T16:10:43-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN454583092EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Unidentified FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlUNIDBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLAZER MILSTEINPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8008391754PhoneNum
Signature2025-11-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
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$11,351,652FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$78,517InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$78,517InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$152,913DividendsRevAndExpnssAmt
Dividends Net Invst Incm$152,038DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$8,315NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,629,107GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$223,115TotalRevAndExpnssAmt
Total Net Invst Incm$230,555TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$9,628OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$9,628OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$3,100TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$25,968OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$25,968OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$38,696TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,628TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$25,968TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$38,696TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,628TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$25,968TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$184,419ExcessRevenueOverExpensesAmt
Net Investment Income$220,927NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,049,007SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,114,580SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,114,580SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$3,530,593USGovernmentObligationsBOYAmt
US Government Obligations EOY$3,603,293USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$3,370,044USGovtObligationsEOYFMVAmt
Corporate Bonds BOY$951,671CorporateBondsBOYAmt
Corporate Bonds EOY$997,817CorporateBondsEOYAmt
Corporate Bonds EOYFMV$927,741CorporateBondsEOYFMVAmt
Other Assets BOY$4,939,287OtherAssetsBOYAmt
Other Assets EOY$4,939,287OtherAssetsEOYAmt
Other Assets EOYFMV$4,939,287OtherAssetsEOYFMVAmt
Total Assets BOY$11,470,558TotalAssetsBOYAmt
Total Assets EOY$11,654,977TotalAssetsEOYAmt
Total Assets EOYFMV$11,351,652TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$11,470,558RetainedEarningBOYAmt
Retained Earning EOY$11,654,977RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$11,470,558TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$11,654,977TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$11,470,558TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$11,654,977TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$11,470,558TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$184,419ExcessRevenueOverExpensesAmt
Subtotal$11,654,977SubtotalAmt
Tot Net Ast Or Fund Balances EOY$11,654,977TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$5,629,107GrossSalesPriceAmt
Cost Or Other Basis$5,637,422CostOrOtherBasisAmt
Gain Or Loss-$8,315GainOrLossAmt
Gains Minus Excess Or Losses-$8,315GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$8,315CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,071InvestmentIncomeExciseTaxAmt
Subtotal$3,071SubtotalAmt
Tax Based On Investment Income$3,071TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,699EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$500ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$3,199TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$128OverpaymentAmt
Applied To ES Tax$128AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Lazer M
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres, Dir, Sec1.0$0$0$0
Ziporah M
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1WOOD LAKE HOLDINGS, LLC - DISREGARDED ENTITY CREATED FOR A PRI LOAN TO IMRAI KOHAINDescription1Txt
Expenses1$358Expenses1Amt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,252,485AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,090,262AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,342,747TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,342,747AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$95,141CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,247,606NetVlNoncharitableAssetsAmt
Minimum Investment Return$312,380MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$312,380MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,071TaxBasedOnInvestmentIncomeAmt
Total Tax$3,071TotalTaxAmt
Distributable Before Adj$309,309DistributableBeforeAdjAmt
Distributable Before Ded$309,309DistributableBeforeDedAmt
Distributable As Adjusted$309,309DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$25,968ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$25,968QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$309,309DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$3,865,144ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,354,122ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,183,212ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$611,679ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$7,014,157TotalExcessDistributionCyovAmt
Qualifying Distributions$25,968QualifyingDistributionsAmt
Applied To Current Year$25,968AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$283,341ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$283,341ExcessDistributionCyovAppCYAmt
Total Corpus$6,730,816TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$3,581,803ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,149,013ExcessDistriCyovToNextYrAmt
Excess From Year4$1,354,122ExcessFromYear4Amt
Excess From Year3$1,183,212ExcessFromYear3Amt
Excess From Year1$611,679ExcessFromYear1Amt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

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

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$78,517ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$152,913ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$8,315ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$223,115ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$223,115TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (10 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBVIE INC - 4.800% - 03/15/20$89,637$89,965
APPLE INC - 2.900% - 09/12/202$102,420$96,182
BK OF AMERICA CORP SER M - 3.9$116,134$96,979
BP CAP MARKETS - 3.119% - 05/0$121,437$108,035
ELI LILLY &CO NOTE - 4.700% -$119,384$117,644
JPMORGAN CHASE &CO NOTE - 2.95$130,066$116,908
PNC FIN SVCS - 2.550% - 01/22/$123,281$106,551
ROYAL BK CDA - 5.150% - 02/01/$89,018$88,946
SOUTHERN CALIF EDISON CO - 4.9$89,766$90,151
UNIFORM MBS POOL - 5.500% - 02$16,674$16,380

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$3,523,786USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$3,307,091USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$79,507StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$62,953StateLocalSecEOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CAMP LITE$1,000,000$1,000,000
IMRAI KOHAIN CONGREGATION - PR$3,939,287$3,939,287

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$25,585$25,585
State or Local Filing Fees$383$383

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$9,628Amt
Net Investment Income$9,628NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2024$2,600
990-PF Extension for 2023$500

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