THEODORE AND RENEE WEILER FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THEODORE AND RENEE WEILER FOUNDATION INC (EIN 13-6181441)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-11
- IRS object ID
- 202522849349100212
- 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
- Compensation Explanation
- Contractor Compensation Expln
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-11T13:30:21-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113041037 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KANDEL & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 Pinelawn Road-Ste 302 | AddressLine1Txt |
| City | Melville | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | 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 | 136181441 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Theodore & Renee Weiler Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THEO | BusinessNameControlTxt |
| Phone | 9172826135 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 Pinelawn Road 302 | AddressLine1Txt |
| City | Melville | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Richard Kandel | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Signature | 2025-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Steven Kandel | PreparerPersonNm |
| PTIN | P00168740 | PTIN |
| Phone | 9172826135 | PhoneNum |
| 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 | $6,653,509 | 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 |
| Dividends Rev And Expnss | $201,914 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $201,914 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $320,957 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,859,534 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $320,957 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $522,871 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $522,871 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $40,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $30,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $40,363 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $40,363 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $6,551 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $4,462 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,241 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,221 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $91,376 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $51,604 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $33,221 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $379,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $379,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $471,126 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $51,604 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $412,971 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $51,745 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $471,267 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $96,519 | CashBOYAmt |
| Cash EOY | $76,862 | CashEOYAmt |
| Cash EOYFMV | $76,862 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $466,677 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $488,359 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $488,359 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $18,732 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $12,181 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $12,181 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $3,175,798 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,495,491 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,362,606 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $595,379 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $557,442 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $992,767 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $133,966 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $156,059 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,750,493 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,802,238 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,653,509 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,750,493 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,802,238 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,750,493 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,802,238 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,750,493 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,802,238 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,750,493 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $51,745 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,802,238 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,802,238 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Various Publicly Traded Securities-UBS | $195,255 | $116,875 | $78,380 | $78,380 |
| Various Publicly Traded Securities-Neuberger | $1,661,171 | $1,421,702 | $239,469 | $239,469 |
| Class Action Settlements | $3,108 | $3,108 | $3,108 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $320,957 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $320,957 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,551 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,551 | SubtotalAmt |
| Tax Based On Investment Income | $6,551 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,732 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $18,732 | TotalPaymentsAndCreditsAmt |
| Overpayment | $12,181 | OverpaymentAmt |
| Applied To ES Tax | $12,181 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Richard Kandel | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9172826135 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 Pinelawn Road-Suite 302 | AddressLine1Txt |
| City | Melville | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Richard Kandel | ||||||
| 15 W 53rd Street | New York | NY | 10019 | Treas.-Mgr. Dir | 4.00 | $40,000 |
| Alan Safir | ||||||
| 473 Mariner Drive | Jupiter | FL | 33477 | Pres.-Director | 1.00 | $0 |
| Jonathan J Kandel | ||||||
| 15 W 53rd Street | New York | NY | 10019 | Vice President | 0.00 | $0 |
| Joan Safir | ||||||
| 473 Mariner Drive | Jupiter | FL | 33477 | Vice President | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Neuberger Berman BD LLC | |||||
| 1290 Ave of the Americas | New York | NY | 10104 | Investment Advisory | $34,065 |
| UBS Financial Services | |||||
| 1285 Ave of the Americas | New York | NY | 10019 | Investment Advisory | $6,297 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,545,099 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $113,513 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,658,612 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $6,658,612 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $99,879 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,558,733 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $327,937 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $327,937 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,551 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,551 | TotalTaxAmt |
| Distributable Before Adj | $321,386 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $321,386 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $321,386 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $412,971 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $412,971 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $321,386 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $200,854 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $111,309 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $73,269 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $77,448 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $134,119 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $596,999 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $412,971 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $321,386 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $91,585 | RemainingDistriFromCorpusAmt |
| Total Corpus | $688,584 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $200,854 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $487,730 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $111,309 | ExcessFromYear4Amt |
| Excess From Year3 | $73,269 | ExcessFromYear3Amt |
| Excess From Year2 | $77,448 | ExcessFromYear2Amt |
| Excess From Year1 | $134,119 | ExcessFromYear1Amt |
| Excess From Current Year | $91,585 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| American Friends of the Israel Muse | |||||||
| 545 5th Avenue-Ste 920 | New York | NY | 10047 | N/A | PC | General & Capital Purposes, unless noted | $35,000 |
| American Friends of Israel Philharm | |||||||
| 122 East 42nd Street- Ste 4507 | New York | NY | 10168 | N/A | PC | General & Capital Purposes, unless noted | $1,000 |
| Breast Cancer Research Foundation | |||||||
| 28 W 44th St - 609 | New York | NY | 10036 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| Crohn's Colitis Foundation | |||||||
| 733 3rd Ave | New York | NY | 10017 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Federal Drugs Agent Foundation | |||||||
| 400 Jericho Turnpike - 2nd Floor | Jericho | NY | 11753 | N/A | PC | General & Capital Purposes, unless noted | $15,000 |
| Film at Lincoln Center | |||||||
| 70 Lincoln Center Plaza | New York | NY | 10023 | N/A | PC | General & Capital Purposes, unless noted | $10,000 |
| Israel Air Force Center Fdn | |||||||
| 4089 Genoa Drive | Lss Vegas | NV | 89141 | N/A | PC | General & Capital Purposes, unless noted | $25,000 |
| Jacob Burns Film Center | |||||||
| 405 Manville Road | Pleasantville | NY | 10570 | N/A | PC | General & Capital Purposes, unless noted | $6,000 |
| Katonah Museum of Art | |||||||
| 134 Jay Street | Katonah | NY | 10536 | N/A | PC | General & Capital Purposes, unless noted | $1,000 |
| Lincoln Center Theater | |||||||
| 150 West 65th Street | New York | NY | 10023 | N/A | PC | General & Capital Purposes, unless noted | $15,000 |
| Maltz Jupiter Theater | |||||||
| 1001 E Indiantown Rd | Jupiter | FL | 33477 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Metropolitan Museum of Art | |||||||
| 1000 5th Avenue | New York | NY | 10028 | N/A | PC | General & Capital Purposes, unless noted | $1,500 |
| Metropolitan Opera | |||||||
| Lincoln Center Plaza | New York | NY | 10023 | N/A | PC | General & Capital Purposes, unless noted | $3,000 |
| Norton Museum of Art | |||||||
| 1451 S Dixie Hwy | W Palm Beach | FL | 33401 | N/A | PC | General & Capital Purposes, unless noted | $15,000 |
| Pave the Way Foundation | |||||||
| 395 Twin Lane South | Wantagh | NY | 11793 | N/A | PC | General & Capital Purposes, unless noted | $75,000 |
| White Plains Hospital Center | |||||||
| 41 East Post Road | White Plains | NY | 10601 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Hewlett-East Rockaway Jewish Center | |||||||
| 295 Main Street | East Rockaway | NY | 11518 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Jupiter Medical Center | |||||||
| 1210 S Old Dixie Hwy | Jupiter | FL | 33458 | N/A | PC | General & Capital Purposes, unless noted | $10,000 |
| Central Park Conservancy | |||||||
| 14 East 60th Street | New York | NY | 10022 | N/A | PC | General & Capital Purposes, unless noted | $1,000 |
| American Friends of Magen David Ado | |||||||
| 352 Seventh Ave-400 | New York | NY | 10001 | N/A | PC | General & Capital Purposes, unless noted | $10,000 |
| ARS Nova | |||||||
| 511 West 54th Street | New York | NY | 10019 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| Admiral's Cove Foundation | |||||||
| 200 Admirals Cove Blvd | Jupiter | FL | 33477 | N/A | PC | General & Capital Purposes, unless noted | $10,000 |
| American Friends of Hebrew Universi | |||||||
| 1 Battery Park Plaza-25th FL | New York | NY | 10004 | N/A | PC | General & Capital Purposes, unless noted | $1,000 |
| Jewish Adoption Foster Care Options | |||||||
| 4200 N University Drive | Sunrise | FL | 33351 | N/A | PC | General & Capital Purposes, unless noted | $1,000 |
| Jewish Institute Nat'l Sec of Ameri | |||||||
| 1101 14th St NW-Ste 1030 | Washington | DC | 20005 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Thoughline Artists Inc | |||||||
| 15 West 53rd Street | New York | NY | 10019 | N/A | PC | General & Capital Purposes, unless noted | $20,000 |
| Wildlife Conservation Society | |||||||
| 2300 Southern Blvd | Bronx | NY | 10460 | N/A | PC | General & Capital Purposes, unless noted | $1,500 |
| Central Synagogue | |||||||
| 123 E 55th St | New York | NY | 10022 | N/A | PC | General & Capital Purposes, unless noted | $6,750 |
| NYU Langone Medical Center | |||||||
| One Park Avenue-17th FL | New York | NY | 10016 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| Museum of Modern Art | |||||||
| 11 W 53rd Street | New York | NY | 10019 | N/A | PC | General & Capital Purposes, unless noted | $10,000 |
| Westchester Jewish Community Servic | |||||||
| 845 North Broadway | White Plains | NY | 10603 | N/A | PC | General & Capital Purposes, unless noted | $3,500 |
| Centurion Foundation | |||||||
| 123 E 54th St | New York | NY | 10006 | N/A | PC | General & Capital Purposes, unless noted | $12,500 |
| Layayette College | |||||||
| 730 Sullivan Road | Easton | PA | 18042 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| Trooper Foundation State of NY | |||||||
| 3 Airport Park Blvd | Latham | NY | 12110 | N/A | PC | General & Capital Purposes, unless noted | $5,000 |
| Denizen Theater Inc | |||||||
| 10 Main Street- 501 | New Paltz | NY | 12561 | N/A | PC | General & Capital Purposes, unless noted | $25,000 |
| Cohen Children's Medical Center | |||||||
| 125 Community Drive | Great Neck | NY | 11021 | N/A | PC | General & Capital Purposes, unless noted | $10,000 |
| Entertainment Community Fund | |||||||
| 729 7th Avenue | New York | NY | 10011 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| Mohonk Preserve | |||||||
| 3197 Route 44 55 | Gardiner | NY | 12525 | N/A | PC | General & Capital Purposes, unless noted | $1,000 |
| Asia Society | |||||||
| 725 Park Avenue | New York | NY | 10021 | N/A | PC | General & Capital Purposes, unless noted | $3,500 |
| Jewish Museum | |||||||
| 1109 5th Avenue | New York | NY | 10128 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| Sancturary for Families | |||||||
| PO Box-Wall Street Station | New York | NY | 10268 | N/A | PC | General & Capital Purposes, unless noted | $2,500 |
| Southampton Volunteer Ambulance | |||||||
| PO Box 2760 | Southampton | NY | 11968 | N/A | PC | General & Capital Purposes, unless noted | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $379,750 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $201,914 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $320,957 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $522,871 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $522,871 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Richard Kandel | PersonNm |
| Short Explanation | Kandel & Company Management Services$30,000Kandel & CompanyAccounting and Tax Preparation$10,000 | ShortExplanationTxt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (2 entries)
| ExplanationExplanationTxt |
|---|
| Neuberger Berman BD LLC |
| Broker Dealer in Securities- Investment Advisory |
| UBS Financial Services |
| Broker Dealer in Securities- Investment Advisory |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Abbott Labs Sav-6%,4/1/39 | $152,643 | $139,998 |
| Burlington N Santa Fe-6.15%,5/1/37 | $147,396 | $139,061 |
| Duke Energy Indiana-6.35%,8/15/38 | $145,525 | $139,678 |
| Johnson & Johnson-5.85%,7/15/38 | $149,815 | $138,705 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (64 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Apple Inc | ||
| Con Edison Co | ||
| Petroleo Brasileiro SA-A | $105,903 | $355,200 |
| Alphabet Inc | $37,113 | $152,352 |
| Alphabet Inc | $24,706 | $132,510 |
| Analog Devices Inc | $105,285 | $148,722 |
| Apple Inc | $26,534 | $262,941 |
| Boston Scientific Corp | $7,417 | $31,262 |
| Costco Wholesale Corp | ||
| McDonalds Corp | $61,951 | $101,462 |
| Microsoft Corp | $98,082 | $316,125 |
| RTX Corp | $31,254 | $57,860 |
| JP Morgan Chase | $63,911 | $179,782 |
| Macy's Inc | $945,436 | $846,500 |
| Meta Platforms Inc-CL A | $29,522 | $108,319 |
| Home Depot | $47,821 | $87,523 |
| Ametek Inc | $99,795 | $144,208 |
| Ashland Global Hldgs | ||
| Disney, Walt Co | $89,819 | $100,215 |
| General Dynamics Co | ||
| ICU Med Inc | $89,450 | $124,136 |
| Lockheed Martin | ||
| Union Pacific | $142,699 | $148,223 |
| United Health Group Inc | $62,229 | $88,525 |
| Abbvie Inc | ||
| Amazon.Com | $123,865 | $219,390 |
| Amazon.Com | ||
| Bank of America Corp | $48,644 | $87,900 |
| Coca Cola | $89,365 | $99,616 |
| Danaher Corp | $92,911 | $114,775 |
| Danaher Corp | ||
| Fiserv Inc | $62,860 | $112,981 |
| Nexterra Energy Inc | $71,127 | $78,859 |
| Nvidia Corp | $42,900 | $275,295 |
| Procter & Gamble Co | $69,010 | $92,207 |
| Tesla Inc | ||
| Visa Inc | $66,056 | $94,812 |
| Abbott Labs | $104,506 | $113,110 |
| Astrazeneca ADR | $62,833 | $72,072 |
| Northrop Grumman Corp | ||
| TJX Companies | $26,447 | $48,324 |
| Adobe Systems Inc | ||
| Albemarie Corp | ||
| Amphenol Corp | ||
| Berkshire Hathaway Inc | $26,650 | $45,328 |
| Cooper Cos Inc | $128,362 | $137,895 |
| EOG Resources Inc | ||
| Linde PLC | $119,937 | $125,601 |
| Merck & Co Inc | ||
| Nike Inc CL B | ||
| Nvidia Corp | ||
| Visa Inc | ||
| Advanced Micro Devices Inc | ||
| Air Products & Chem | ||
| ASML Holding NV | $146,984 | $128,220 |
| Chevron corp | $144,107 | $130,356 |
| Cytokinetics inc | ||
| johnson & johnson | ||
| Keysight Technologies Inc | ||
| Keysight Technologies Inc | ||
| Microsoft Corp | ||
| Nexterra Energy Inc | ||
| Progressive Corp | ||
| Veralto Corp |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SPDR Gold Shrs ETF | AT COST | ||
| SPDR S&P Oil & Gas | AT COST | ||
| Vaneck Gold Miners | AT COST | ||
| Wisdomtree Floating Rate | AT COST | ||
| Energy Select Sector | AT COST | ||
| MSBNA Pfd savings | AT COST | $33,966 | $33,966 |
| MSPBNA Pfd Savings | AT COST | ||
| SPDR Bloomberg 1-3 Trea | AT COST | ||
| NB Crossroads Private Market | AT COST | $100,000 | $122,093 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Bank & Wire Fees | $407 | $407 | |
| Bank Fees-Securities | $1,241 | $1,241 | |
| Filing Fee | $250 | $250 | |
| Public Notice | $170 | $170 | |
| Publication | $2,394 | $2,394 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment & Custody Fees | CategoryTxt |
| Amt | $40,363 | Amt |
| Net Investment Income | $40,363 | 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 -2024 | CategoryTxt |
| Amt | $6,551 | Amt |