BETA

FEUERSTEIN FAMILY FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
FEUERSTEIN FAMILY FOUNDATION INC (EIN 27-3971838)
Tax period
2024-11-01 to 2025-10-31
Filed
2026-03-16
IRS object ID
202620759349100907
Schema version
2024v5.5
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)
Return2026-03-16T12:14:55-05:00ReturnTs
Tax Period End2025-10-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN440160260PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FORVIS MAZARS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1135 WEST 50TH STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100200002ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-11-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN273971838EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE FEUERSTEIN MAIER FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlFEUEBusinessNameControlTxt
Phone2019471000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1140 SYLVAN AVENUEAddressLine1Txt
CityENGLEWOOD CLIFFSCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07632ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT FEUERSTEIN TRUSTEEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2019471000PhoneNum
Signature2026-03-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBARBARA LAROCCAPreparerPersonNm
PTINP00185016PTIN
Phone2128127000PhoneNum
Preparation2026-03-16PreparationDt
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$16,900,046FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$384,327DividendsRevAndExpnssAmt
Dividends Net Invst Incm$384,327DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$19,211NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,644,074GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$19,211CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$403,538TotalRevAndExpnssAmt
Total Net Invst Incm$403,538TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$4,947TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4,947TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$46,373OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$46,373OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$51,320TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$51,320TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,036,738ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,036,738ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,088,058TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$51,320TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,036,738TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$684,520ExcessRevenueOverExpensesAmt
Net Investment Income$352,218NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$46,298CashBOYAmt
Cash EOY$289,825CashEOYAmt
Cash EOYFMV$289,825CashEOYFMVAmt
Corporate Stock BOY$1,162,533CorporateStockBOYAmt
Corporate Stock EOY$1,162,533CorporateStockEOYAmt
Corporate Stock EOYFMV$2,175,738CorporateStockEOYFMVAmt
Other Investments BOY$12,160,460OtherInvestmentsBOYAmt
Other Investments EOY$11,232,413OtherInvestmentsEOYAmt
Other Investments EOYFMV$14,434,483OtherInvestmentsEOYFMVAmt
Total Assets BOY$13,369,291TotalAssetsBOYAmt
Total Assets EOY$12,684,771TotalAssetsEOYAmt
Total Assets EOYFMV$16,900,046TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
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$13,369,291RetainedEarningBOYAmt
Retained Earning EOY$12,684,771RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$13,369,291TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$12,684,771TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$13,369,291TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$12,684,771TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$13,369,291TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$684,520ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$12,684,771SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$12,684,771TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MORGAN STANLEY2024-10-312025-10-31$3,843,000$3,836,592$6,408$6,408
MORGAN STANLEY2024-11-012025-10-31$801,074$788,271$12,803$12,803
FieldValueIRS element (for citing)
Capital Gain Net Income$19,211CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,896InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,896SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,896TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$257EsPenaltyAmt
Tax Due$5,153TaxDueAmt

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 SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2019471000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1140 SYLVAN AVENUEAddressLine1Txt
CityENGLEWOOD CLIFFSCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07632ZIPCd
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
REGINA FEUERSTEIN
140 SYLVAN AVENUEENGLEWOOD CLIFFSNJ07632TRUSTEE1.00$0$0$0
ROBERT FEUERSTEIN
140 SYLVAN AVENUEENGLEWOOD CLIFFSNJ07632TRUSTEE1.00$0$0$0
LISA MAIER
140 SYLVAN AVENUEENGLEWOOD CLIFFSNJ07632TRUSTEE1.00$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$15,610,035AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$176,211AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$15,786,246TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$15,786,246AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$236,794CashDeemedCharitableAmt
Net Vl Noncharitable Assets$15,549,452NetVlNoncharitableAssetsAmt
Minimum Investment Return$777,473MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$777,473MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,896TaxBasedOnInvestmentIncomeAmt
Total Tax$4,896TotalTaxAmt
Distributable Before Adj$772,577DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$772,577DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$772,577DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,036,738ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,036,738QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$772,577DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$129,336ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$100,816ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$160,509ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,179,573ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$161,385ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,731,619TotalExcessDistributionCyovAmt
Qualifying Distributions$1,036,738QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$772,577AppliedToCurrentYearAmt
Remaining Distri From Corpus$264,161RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,995,780TotalCorpusAmt
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$129,336ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,866,444ExcessDistriCyovToNextYrAmt
Excess From Year4$100,816ExcessFromYear4Amt
Excess From Year3$160,509ExcessFromYear3Amt
Excess From Year2$2,179,573ExcessFromYear2Amt
Excess From Year1$161,385ExcessFromYear1Amt
Excess From Current Year$264,161ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerREGINA FEUERSTEINContributingManagerNm
Contributing ManagerROBERT FEUERSTEINContributingManagerNm
Contributing ManagerLISA MAIERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
JEWISH FAMILY AND CHILDREN'S SERVICES
1485 TEANECK ROADTEANECKNJ07666PCANNUAL FUND$100,000
JEWISH FEDERATION NORTHERN NJ
50 EISENHOWER DRPARAMUSNJ07652PCGENERAL SUPPORT$100,000
ENGLEWOOD HEALTH FOUNDATION
350 ENGLE STENGLEWOODNJ07631PCGENERAL SUPPORT$27,500
MEDIA CARES
603 W 115TH ST PMB 371NEW YORKNY10025PCGENERAL SUPPORT$25,000
PAN-MASS CHALLENGE
77 4TH AVENUENEEDHAMMA02494PCGENERAL SUPPORT$500
JCC OF FORT LEE CONG GESHER SHALOM
96 LINWOOD PLAZA 385FORT LEENJ07024PCGENERAL SUPPORT$9,351
TEMPLE EMANUEL OF CLOSTER
180 PIERMONT ROADCLOSTERNJ07624PCGENERAL SUPPORT$30,000
AMERICAN FRIENDS OF MAGEN DAVID ADOM
20 W 36TH STNEW YORKNY10018PCGENERAL SUPPORT$5,000
NATIONAL ALLIANCE ON MENTAL ILLNESS - NYC
307 W 38TH ST 8TH FLOORNEW YORKNY10018PCGENERAL SUPPORT$5,000
AMERICAN HEART ASSOCIATION
7272 GREENVILLE AVEDALLASTX75231PCGENERAL SUPPORT$250
HARLEM VILLAGE ACADEMIES
35 W 124TH STNEW YORKNY10027PCGENERAL SUPPORT$5,000
THE JEWISH FOUNDATION FOR THE RIGHTEOUS
80 MAIN STREET SUITE 380WEST ORANGENJ07052PCGENERAL SUPPORT$5,000
SIMON WIESENTHAL CENTER
1399 S ROXBURY DRLOS ANGELESCA90035PCGENERAL SUPPORT$5,000
HILLEL INTERNATIONAL
800 8TH STWASHINGTONDC20001PCGENERAL SUPPORT$5,000
DOROT
171 W 85TH STNEW YORKNY10024PCGENERAL SUPPORT$5,000
JOHNS HOPKINS
PO BOX 17073BALTIMOREMD212987982PCGENERAL SUPPORT$1,000
BIRTHRIGHT ISRAEL FOUNDATION
PO BOX 21615NEW YORKNY10087PCGENERAL SUPPORT$5,000
ANTI DEFAMATION LEAGUE
605 THIRD AVENUENEW YORKNY10158PCGENERAL SUPPORT$5,000
HIAS
1300 SPRING STREET SUITE 500SILVER SPRINGMD20910PCGENERAL SUPPORT$5,000
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE
220 E 42ND ST SUITE 400NEW YORKNY10017PCGENERAL SUPPORT$5,000
MUSEUM OF JEWISH HERITAGE
36 BATTERY PLNEW YORKNY10280PCGENERAL SUPPORT$5,000
WORLD JEWISH CONGRESS AMERICAN SECTION
654 MADISON AVE FL 9NEW YORKNY10065PCGENERAL SUPPORT$5,000
THE LOUIS D BRANDEIS CENTER FOR HUMAN RIGHTS UNDER LAW
1717 PENNSYLVANIA AVENUE NW SUITEWASHINGTONDC20006PCGENERAL SUPPORT$100,0001025
AMERICAN JEWISH COMMITTEE
PO BOX 83FLORHAM PARKNJ07932PCGENERAL SUPPORT$5,000
FRIENDS OF THE ISRAEL DEFENSE FORCES
PO BOX 4224NEW YORKNY10163PCGENERAL SUPPORT$5,000
THE JEWISH HOME FOUNDATION OF NORTH JERSEY
10 LINK DRIVEROCKLEIGHNJ07647PCGENERAL SUPPORT$5,000
JEWISH BOARD OF FAMILY AND CHILDREN SERVICES
463 7TH AVE 18TH FLOORNEW YORKNY10018PCGENERAL SUPPORT$1,000
HYPERTROPHIC CARDIOMYOPHATY PROGRAM FUND - COLUMBIA UNIVERSITY
173 FORT WASHINGTON AVENUE 4THNEW YORKNY10032PCGENERAL SUPPORT$7,500FLOOR
CONNECTICUT BRAIN TUMOR ALLIANCE
PO BOX 370514WEST HARTFORDCT06137PCGENERAL SUPPORT$187
PERELMAN JEWISH DAY SCHOOL
49 HAVERFORD ROADWYNNEWOODPA19096PCGENERAL SUPPORT$1,800
LYMPHOMA RESEARCH FOUNDATION
88 PINE STREET SUITE 2400NEW YORKNY100051801PCGENERAL SUPPORT$500
OPERATION WALK MARYLAND
10807 FALLS ROADBROOKLANDVILLEMD21022PCGENERAL SUPPORT$250
WEST SIDE HATZOLOH
131 W 86TH STREETNEW YORKNY10024PCGENERAL SUPPORT$1,800
UNITED STATES HOLOCAUST MEMORIAL MUSEUM
100 RAOUL WALLENBERG PLACE SWWASHINGTONDC20024PCGENERAL SUPPORT$520,000
ANSHEI EMUNA
16189 JOG ROADDELRAY BEACHFL33446PCGENERAL SUPPORT$1,800
TEMPLE EMANU EL
ONE EAST 65TH STREETNEW YORKNY10065PCGENERAL SUPPORT$21,800
ANNE FRANK LA ORG
1411 CARROLL AVELOS ANGELESCA900265111PCGENERAL SUPPORT$1,000
CONGREGATION BETH TEFILLAH OF ARIZONA
6529 E SHEA BLVDSCOTTSDALEAZ85254PCGENERAL SUPPORT$500
COMMENTARY
200 WEST 86TH STNEW YORKNY10024PCGENERAL SUPPORT$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,036,738TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$384,327ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$19,211ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$403,538ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$403,538TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4N/A
8N/A

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMORGAN STANLEY - STOCKStockNm
EOY Book Value$1,162,533EOYBookValueAmt
EOYFMV$2,175,738EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MORGAN STANLEY - MUTUAL FUNDSAT COST$4,399,133$4,804,393
MORGAN STANLEY - EFT & CEFAT COST$5,120,063$7,868,056
MORGAN STANLEY - FIXED INCOME & PREFERRED SECURITIESAT COST$1,713,217$1,762,034

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT MANAGEMENT FEESDesc
Revenue And Expenses Per Books$46,373RevenueAndExpensesPerBooksAmt
Net Investment Income$46,373NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAXES PAID$1,815$1,815$0
FOREIGN TAXES PAID$3,132$3,132$0

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