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DORLA J MAYER FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
DORLA J MAYER FOUNDATION INC (EIN 20-3958675)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-04-06
IRS object ID
202600969349100615
Schema version
2025v4.0
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)
Return2026-04-06T09:48:25-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN873834167PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LUCIDA ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line120633 WATERTOWN COURTAddressLine1Txt
CityBROOKFIELDCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53186ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203958675EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DORLA J MAYER FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDORLBusinessNameControlTxt
Phone6082826284PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1851 WILLIAMSON STREETAddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53703ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDORLA MAYERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6086921171PhoneNum
Signature2026-04-02SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKEVIN A BUCHHOLZ CPAPreparerPersonNm
PTINP01978217PTIN
Phone2628601724PhoneNum
Preparation2026-04-02PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$244,527FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,496ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$9InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$9InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$3,455DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,455DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$31,127NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$70,047GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$31,127CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$36,087TotalRevAndExpnssAmt
Total Net Invst Incm$34,591TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,250AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,250AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$297TaxesRevAndExpnssAmt
Taxes Net Invst Incm$51TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$2,659OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,659OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$4,206TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,960TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$50,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$50,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$54,206TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,960TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$50,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$18,119ExcessRevenueOverExpensesAmt
Net Investment Income$30,631NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$317SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$110SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$110SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$228,151CorporateStockBOYAmt
Corporate Stock EOY$209,886CorporateStockEOYAmt
Corporate Stock EOYFMV$244,417CorporateStockEOYFMVAmt
Total Assets BOY$228,468TotalAssetsBOYAmt
Total Assets EOY$209,996TotalAssetsEOYAmt
Total Assets EOYFMV$244,527TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$228,468NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$209,996NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$228,468TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$209,996TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$228,468TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$209,996TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$228,468TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$18,119ExcessRevenueOverExpensesAmt
Subtotal$210,349SubtotalAmt
Other Decreases$353OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$209,996TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$52,124GrossSalesPriceAmt
Cost Or Other Basis$38,920CostOrOtherBasisAmt
Gain Or Loss$13,204GainOrLossAmt
Gains Minus Excess Or Losses$13,204GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$31,127CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$426InvestmentIncomeExciseTaxAmt
Subtotal$426SubtotalAmt
Tax Based On Investment Income$426TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$500EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$500TotalPaymentsAndCreditsAmt
Overpayment$74OverpaymentAmt
Applied To ES Tax$74AppliedToESTaxAmt

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
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
Website AddressN/AWebsiteAddressTxt
Individual With BooksDORLA MAYERIndividualWithBooksNm
Phone6082826284PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1851 WILLIAMSON STREETAddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53703ZIPCd
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
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

FieldValueIRS element (for citing)
PersonDORLA MAYERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1851 WILLIAMSON STREETAddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53703ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos5.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$254,620AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$214AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$254,834TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$254,834AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,823CashDeemedCharitableAmt
Net Vl Noncharitable Assets$251,011NetVlNoncharitableAssetsAmt
Minimum Investment Return$12,551MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$12,551MinimumInvestmentReturnAmt
Tax Based On Investment Income$426TaxBasedOnInvestmentIncomeAmt
Total Tax$426TotalTaxAmt
Distributable Before Adj$12,125DistributableBeforeAdjAmt
Distributable Before Ded$12,125DistributableBeforeDedAmt
Distributable As Adjusted$12,125DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$50,000ExpensesAndContributionsAmt
Qualifying Distributions$50,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$12,125DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$37,353ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$36,892ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$38,106ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$37,881ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$35,841ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$186,073TotalExcessDistributionCyovAmt
Qualifying Distributions$50,000QualifyingDistributionsAmt
Applied To Current Year$12,125AppliedToCurrentYearAmt
Remaining Distri From Corpus$37,875RemainingDistriFromCorpusAmt
Total Corpus$223,948TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$37,353ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$186,595ExcessDistriCyovToNextYrAmt
Excess From Year4$36,892ExcessFromYear4Amt
Excess From Year3$38,106ExcessFromYear3Amt
Excess From Year2$37,881ExcessFromYear2Amt
Excess From Year1$35,841ExcessFromYear1Amt
Excess From Current Year$37,875ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1HUNTINGTON DISEASE SOCIETYBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1505 EIGHTH AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusCd
Grant Or Contribution PurposeHELP FIGHT DISEASEGrantOrContributionPurposeTxt
Amt$50,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$50,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$9RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$3,455RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$31,127RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$34,591RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$34,591TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS
4CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS
8CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$1,250Amt
Net Investment Income$1,250NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMUTUAL FUNDSStockNm
EOY Book Value$209,886EOYBookValueAmt
EOYFMV$244,417EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescTIMING DIFFERENCESDesc
Amt$353Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
INVESTMENT FEES$2,659$2,659

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
EXCISE TAX$246
FOREIGN TAXES$51$51

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