GARY AIDEKMAN FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- GARY AIDEKMAN FAMILY FOUNDATION INC (EIN 20-3928499)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-08-19
- IRS object ID
- 202612319349100701
- Schema version
- 2025v4.2
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-19T06:55:17-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 334358135 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAX ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 389 INTERPACE PARKWAY STE 3 | AddressLine1Txt |
| City | PARSIPPANY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07054 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203928499 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GARY AIDEKMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AIDE | BusinessNameControlTxt |
| Phone | 9737019800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16540 IRONWOOD DRIVE | AddressLine1Txt |
| City | DELRAY BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33445 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY AIDEKMAN | PersonNm |
| Person Title | PRESIDENT & TRUSTEE | PersonTitleTxt |
| Phone | 9737019800 | PhoneNum |
| Signature | 2026-08-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA MELA | PreparerPersonNm |
| PTIN | P01982394 | PTIN |
| Phone | 9734726250 | PhoneNum |
| Preparation | 2026-08-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,458,604 | 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 | $29 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $29 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $71,272 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $71,272 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $160,141 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $244,523 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $181,933 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $12,010 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $12,010 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $243,452 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $265,244 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,399 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,499 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $16,939 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16,908 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $31 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,338 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,407 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $31 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $144,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $144,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $171,838 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,407 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $144,531 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $71,614 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $245,837 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,735 | CashBOYAmt |
| Cash EOY | $5,204 | CashEOYAmt |
| Cash EOYFMV | $5,204 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $56,999 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $41,717 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $41,717 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,666,584 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,785,888 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,056,979 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $491,892 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $467,250 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $354,704 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,217,210 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,300,059 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,458,604 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $2,217,210 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,300,059 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,217,210 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,300,059 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,217,210 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,300,059 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,217,210 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $71,614 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11,235 | OtherIncreasesAmt |
| Subtotal | $2,300,059 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,300,059 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| .6673 RALLIANT CORP | P | 2025-12-31 | $31 | $35 | -$4 | -$4 |
| .50 SHS OF SOLSTICE ADVANCED MA | P | 2025-12-31 | $25 | $27 | -$2 | -$2 |
| 77 SHS OF SOLSTICE ADVANCED MA | P | 2025-12-31 | $3,811 | $4,145 | -$334 | -$334 |
| 100 SHS OF BERKSHIRE HATHAWAY | D | 2025-12-31 | $44,556 | $443 | $44,113 | $44,113 |
| 1600.50 SHS OF BROOKFIELD CORP VTG SHS CL A | D | 2025-12-31 | $96,033 | $1,482 | $94,551 | $94,551 |
| 750 SHS OF BROOKFIELD ASSET MAN AGEMENT LTD | D | 2025-12-31 | $43,567 | $1,039 | $42,528 | $42,528 |
| 167.785 SHS VANGUARD INT TM INV GD ADML | P | 2025-12-31 | $1,500 | $1,643 | -$143 | -$143 |
| 501.756 SHS VANGUARD TTL INTL STK ADML | P | 2025-12-31 | $20,000 | $13,981 | $6,019 | $6,019 |
| 78.223 SHS OF VANGUARD RL EST IDX ADMK | P | 2025-12-31 | $10,000 | $6,122 | $3,878 | $3,878 |
| 9.020015 SHS SANDLEWOOD | P | 2025-11-30 | $25,000 | $33,673 | -$8,673 | -$8,673 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $181,933 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,417 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,417 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,417 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,313 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,300 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,613 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $3 | EsPenaltyAmt |
| Overpayment | $2,193 | OverpaymentAmt |
| Applied To ES Tax | $2,193 | 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 |
| 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 | ORGANIZATION | IndividualWithBooksNm |
| Phone | 9737019800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16540 IRONWOOD DRIVE | AddressLine1Txt |
| City | DELRAY BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33445 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| GARY AIDEKMAN | ||||||||
| 16540 IRONWOOD DRIVE | DELRAY BEACH | FL | 33445 | PRESIDENT & TRUSTEE | 1.00 | $0 | $0 | $0 |
| SUSAN AIDEKMAN | ||||||||
| 16540 IRONWOOD DRIVE | DELRAY BEACH | FL | 33445 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SAGE AIDEKMAN | ||||||||
| 16540 IRONWOOD DRIVE | DELRAY BEACH | FL | 33445 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DANA AIDEKMAN | ||||||||
| 16540 IRONWOOD DRIVE | DELRAY BEACH | FL | 33445 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ALIX AIDEKMAN | ||||||||
| 16540 IRONWOOD DRIVE | DELRAY BEACH | FL | 33445 | TRUSTEE | 1.00 | $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 | $2,957,476 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $53,827 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $341,524 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,352,827 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,352,827 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $50,292 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,302,535 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $165,127 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $165,127 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,417 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,417 | TotalTaxAmt |
| Distributable Before Adj | $161,710 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $161,710 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $161,710 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $144,531 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $144,531 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $161,710 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $144,413 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $144,531 | QualifyingDistributionsAmt |
| Applied To Year1 | $144,413 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $118 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $161,592 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | |||||||||||
| 220 EAST 42ND ST | NEW YORK | NY | 10017 | NONE | NC | CHARITABLE PURPOSES | $67,000 | ||||
| JEWISH FEDERATION OF GREATER METROWEST | |||||||||||
| 901 NJ-10 | WHIPPANY | NJ | 07981 | NONE | NC | CHARITABLE PURPOSES | $24,500 | ||||
| TEMPLE B'NAI OR | |||||||||||
| 60 OVERLOOK ROAD | MORRISTOWN | NJ | 07960 | NONE | NC | CHARITABLE PURPOSES | $20,000 | ||||
| THE HUN SCHOOL OF PRINCETON | |||||||||||
| 176 EDGERSTOUNE ROAD | PRINCETON | NJ | 08540 | NONE | NC | CHARITABLE PURPOSES | $10,000 | ||||
| ISRAEL MOVEMENT FOR REFORM AND PROFRSSIVE JUDAISM | |||||||||||
| NONE | NC | CHARTIABLE PURPOSES | $20,000 | 13 KING DAVID STREET | JERUSALEM | JERUSALEM | IS | ||||
| CROSSING COOPERATIVE NURSERY SCHOOL INC | |||||||||||
| 1260 LORD STERLING ROAD | WASHINGTON CROSSING | PA | 18977 | NONE | NC | CHARITABLE PURPOSES | $3,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $144,500 | 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 | $29 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $71,272 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,010 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $160,141 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $243,452 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $243,452 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (23 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,308 SH BROOKFIELD ASSET MGMT LTD CL A VTG SH (#41058) | $9,092 | $68,616 |
| 5,635 SH BROOKFIELD CORP VTG SHS CL A (#J1075) | $43,018 | $388,622 |
| ALPHABET INC CL A | $65,940 | $125,200 |
| AUTOZONE | $64,225 | $71,222 |
| BERKSHIRE HATHAWAY | $38,447 | $263,891 |
| CHUBB | $65,634 | $70,851 |
| DISNEY | $21,562 | $102,393 |
| FORTIVE | $50,608 | $51,621 |
| HONEYWELL | $70,832 | $60,478 |
| INGREDION (FKA CORN PRODUCTS) | $14,526 | $66,156 |
| LOWES | $66,186 | $60,290 |
| LVMH | $66,319 | $75,742 |
| NIKE | $65,474 | $58,932 |
| ONEX | $18,120 | $90,658 |
| PEPSICO | $31,928 | $75,348 |
| RALLIANT | $16,474 | $15,833 |
| VANGUARD INTER-TERM FUND | $58,754 | $87,005 |
| VANGUARD REIT INDEX | $172,527 | $303,512 |
| VANGUARD SHORT TERM FEDERAL | $165,475 | $162,322 |
| VANGUARD TOTAL INFLATION PROT | $284,092 | $267,884 |
| VANGUARD TOTAL INT'L STOCK | $343,856 | $511,787 |
| VANGUARD FEDERAL MM ADVISOR CL | $1,519 | $1,519 |
| APLLIED MATERIALS | $51,280 | $77,097 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BROOKFIELD INFRASTRUCTURE K-1 (364 SH) | AT COST | $1,682 | $12,645 |
| SANDALWOOD OVERSEAS FUND | AT COST | $465,568 | $342,059 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $16,753 | $16,753 | $0 |
| K-1 BROOKFIELD INFRASTRUCTURE PARTNERS LP | $140 | $140 | $0 |
| BANK FEE | $15 | $15 | $0 |
| ANNUAL FILING FEE | $31 | $0 | $31 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| BROOKFIELD PROPERTY PARTNERS | -$1 | -$1 | -$1 |
| SANDALWOOD | $12,011 | $12,011 | $12,011 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FUND BALANCE ADJUSTMENT | Desc |
| Amt | $11,235 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $2,499 | $2,499 | $0 |
| FEDERAL TAX | $7,900 | $0 | $0 |
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