ADELE YOUNGSTROM CHARITABLE FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
ADELE YOUNGSTROM CHARITABLE FOUNDATION INC (EIN 11-3667940)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-04-21
IRS object ID
202621119349101507
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)
Return2026-04-21T10:26:14-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN650107049PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KOFSKY WEINGER PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14010 SHERIDAN STAddressLine1Txt
CityHOLLYWOODCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33021ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN113667940EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ADELE YOUNGSTROM CHARITABLEBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlADELBusinessNameControlTxt
Phone9549858319PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14010 SHERIDAN STREETAddressLine1Txt
CityHOLLYWOODCityNm
State AbbreviationFLStateAbbreviationCd
ZIP330213536ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID KOFSKYPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9549858319PhoneNum
Signature2026-04-16SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID KOFSKYPreparerPersonNm
PTINP00046253PTIN
Phone9549858319PhoneNum
Preparation2026-04-21PreparationDt
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$353,917FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$18InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$18InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$6,806DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,806DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$31,087NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$142,370GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$31,087CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$37,911TotalRevAndExpnssAmt
Total Net Invst Incm$37,911TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$25,200CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$16,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$9,200CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$15,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$15,500AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$6,373OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,373OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$100TaxesRevAndExpnssAmt
Taxes Net Invst Incm$100TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$47,173TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$37,973TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$9,200TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$51,173TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$37,973TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$13,200TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$13,262ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$17,176SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$7,427SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$7,427SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$257,832CorporateStockBOYAmt
Corporate Stock EOY$244,401CorporateStockEOYAmt
Corporate Stock EOYFMV$244,401CorporateStockEOYFMVAmt
Other Investments BOY$88,739OtherInvestmentsBOYAmt
Other Investments EOY$102,089OtherInvestmentsEOYAmt
Other Investments EOYFMV$102,089OtherInvestmentsEOYFMVAmt
Total Assets BOY$363,747TotalAssetsBOYAmt
Total Assets EOY$353,917TotalAssetsEOYAmt
Total Assets EOYFMV$353,917TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$363,747RetainedEarningBOYAmt
Retained Earning EOY$353,917RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$363,747TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$353,917TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$363,747TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$353,917TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$363,747TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$13,262ExcessRevenueOverExpensesAmt
Other Increases$3,432OtherIncreasesAmt
Subtotal$353,917SubtotalAmt
Tot Net Ast Or Fund Balances EOY$353,917TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
RAYMOND JAMES 5393 S/TP$15,260$13,982$1,278$1,278
RAYMOND JAMES 5393 L/TP$59,195$39,911$19,284$19,284
RAYMOND JAMES 3538 S/TP$14,582$14,776-$194-$194
RAYMOND JAMES 3538 L/TP$44,097$34,876$9,221$9,221
RAYMOND JAMES 8720 S/TP$447$420$27$27
RAYMOND JAMES 8720 L/TP$7,757$7,318$439$439
FieldValueIRS element (for citing)
Capital Gain Net Income$31,087CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$30,055NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1DAVID KOFSKYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9549858319PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14010 SHERIDAN STAddressLine1Txt
CityHOLLYWOODCityNm
State AbbreviationFLStateAbbreviationCd
ZIP330213536ZIPCd
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)
PersonDAVID KOFSKYPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14010 SHERIDAN STAddressLine1Txt
CityHOLLYWOODCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33021ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos10.00AverageHrsPerWkDevotedToPosRt
Compensation$25,200CompensationAmt
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$339,259AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$17,960AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$357,219TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$357,219AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,358CashDeemedCharitableAmt
Net Vl Noncharitable Assets$351,861NetVlNoncharitableAssetsAmt
Minimum Investment Return$17,593MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$17,593MinimumInvestmentReturnAmt
Distributable Before Adj$17,593DistributableBeforeAdjAmt
Distributable Before Ded$17,593DistributableBeforeDedAmt
Distributable As Adjusted$17,593DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$13,200ExpensesAndContributionsAmt
Qualifying Distributions$13,200QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$17,593DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$676ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$771ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$618ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$2,065TotalExcessDistributionCyovAmt
Qualifying Distributions$13,200QualifyingDistributionsAmt
Applied To Current Year$13,200AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$2,065ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$2,065ExcessDistributionCyovAppCYAmt
Undistributed Income CY$2,328UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDAVID KOFSKYRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line14010 SHERIDAN STREETAddressLine1Txt
CityHOLLYWOODCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33021ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9549858319RecipientPhoneNum
Recipient Email AddressDKOFSKY@KOFSKYWEINGER.COMRecipientEmailAddressTxt
Form And Info And MaterialsLETTER EXPLAINING CHARITABLE PURPOSE.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsMUST BE FOR THE BENEFIT OF CHILDREN IN BROWARD COUNTY OR CHRISTIAN BROADCASTING.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CENTER FOR AUTISM
5665 PONCE DELEON BLVDCORAL GABLESFL331240725PCCHILDRENS SERVICES$2,500
CITY HOUSE- DELRAY BEACH INC
PO BOX 8451DELRAY BEACHFL33482PCCHILDRENS SERVICES$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$18RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$6,806RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$31,087RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$37,911RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$37,911TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING FEESCategoryTxt
Amt$15,500Amt
Net Investment Income$15,500NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
STOCKS 5393 (SEE DETAIL)$110,089$110,089
REITS 5393 (SEE DETAIL)$3,044$3,044
STOCKS 3538 (SEE DETAIL)$129,736$129,736
REITS 3538$1,532$1,532

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDS 8720FMV$60,986$60,986
EXCHANGE-TRADED FUNDS 8720FMV$41,103$41,103

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNET UNREALIZED GAINDesc
Amt$3,432Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
BROKER FEES 8720$1,973$1,973
BROKER FEES 3538$2,472$2,472
BROKER FEES 5393$1,928$1,928

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
TAXES & LICENSES$61$61
FOREIGN TAX 8720$17$17
FOREIGN TAX 3538$22$22

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