JIM NEUBERGER AND HELEN STAMBLER NEUBERGER FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- JIM NEUBERGER AND HELEN STAMBLER NEUBERGER FOUNDATION INC (EIN 13-6066102)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202601339349105035
- Schema version
- 2025v4.1
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T21:49:57-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 136066102 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jim Neuberger and Helen Stambler Neuberger | BusinessNameLine1Txt |
| Business Name Line2 | Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | ROYR | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jim Neuberger | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2026-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,097,487 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $7,218 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,218 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $137,522 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $137,522 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $389,500 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,526,024 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $389,500 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $9 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $9 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $534,249 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $534,249 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $52,752 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $52,752 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,480 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $144 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $26,113 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $56 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $26,057 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $82,345 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $52,952 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $26,057 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $529,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $529,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $612,245 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $52,952 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $555,957 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$77,996 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $481,297 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $105,462 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $103,787 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $103,787 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $1,304 | AcctRcvblBOYAmt |
| US Government Obligations BOY | $197,910 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $248,260 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $252,828 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,623,809 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,538,726 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,981,031 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,784,215 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,743,931 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,759,841 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $4,712,700 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,634,704 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,097,487 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,712,700 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,634,704 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,712,700 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,634,704 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,712,700 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,634,704 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,712,700 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$77,996 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,634,704 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,634,704 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $1,526,024 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,136,524 | CostOrOtherBasisAmt |
| Gain Or Loss | $389,500 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $389,500 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $389,500 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,690 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,690 | SubtotalAmt |
| Tax Based On Investment Income | $6,690 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,300 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $2,300 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $4,390 | TaxDueAmt |
| Refund | $0 | RefundAmt |
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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| Jim Kaufman | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Jim Neuberger | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 1.0 | $0 | $0 | $0 |
| Helen Stambler Neuberger | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Treas, Dir, Sec, VP | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Neuberger Berman Corporation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Nat Fin Svcs PO Box 145443 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45250 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Mgmt | ServiceTypeTxt |
| Compensation | $52,752 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,805,078 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $205,239 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,010,317 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,010,317 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $105,155 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,905,162 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $345,258 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $345,258 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,690 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,690 | TotalTaxAmt |
| Distributable Before Adj | $338,568 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $338,568 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $338,568 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $555,957 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $555,957 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $338,568 | DistributableAsAdjustedAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $28,599 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $28,599 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $555,957 | QualifyingDistributionsAmt |
| Applied To Current Year | $338,568 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $217,389 | RemainingDistriFromCorpusAmt |
| Total Corpus | $245,988 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $245,988 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $28,599 | ExcessFromYear1Amt |
| Excess From Current Year | $217,389 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Helen Stambler Neuberger | ContributingManagerNm |
| Contributing Manager | Jim Neuberger | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| 132 WEST 32ND ST | NEW YORK | NY | 10001 | N/A | PC | Dance Against Cancer fund | $2,500 |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC | |||||||
| 125 BROAD ST 18TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | General & Unrestricted | $2,000 |
| AMERICAN JOURNALISM PROJECT INC | |||||||
| 6218 GEORGIA AVE NW APT 1 599 | WASHINGTON | DC | 20011 | N/A | PC | General & Unrestricted | $1,000 |
| AMNESTY INTERNATIONAL OF THE USA INC | |||||||
| 311 43RD ST 7TH FL | NEW YORK | NY | 10036 | N/A | PC | General & Unrestricted | $1,000 |
| BANK STREET COLLEGE OF EDUCATION | |||||||
| 610 W 112TH ST | NEW YORK | NY | 10025 | N/A | PC | General & Unrestricted | $25,000 |
| BANK STREET COLLEGE OF EDUCATION | |||||||
| 610 W 112TH ST | NEW YORK | NY | 10025 | N/A | PC | To support the Noyce Fellows in the Mathematics Leadership Program Scholarship Fund | $11,000 |
| BARNES FOUNDATION | |||||||
| 2025 BENJAMIN FRANKLIN PKWY | PHILADELPHIA | PA | 19130 | N/A | PC | General & Unrestricted | $15,000 |
| BIG BROTHERS AND BIG SISTERS OF NEW YORK CITY INC | |||||||
| 40 RECTOR ST 11TH FL | NEW YORK | NY | 10006 | N/A | PC | General & Unrestricted | $3,000 |
| BROADWAY MALL ASSOCIATION INC | |||||||
| 2095 BROADWAY STE 403 | NEW YORK | NY | 10023 | N/A | PC | General & Unrestricted | $1,000 |
| BROWN UNIVERSITY | |||||||
| BOX 1976 | PROVIDENCE | RI | 02912 | N/A | PC | General & Unrestricted | $1,000 |
| COPLAND HOUSE INC | |||||||
| PO BOX 2177 | CORTLANDT MANOR | NY | 10566 | N/A | PC | General & Unrestricted | $500 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 6025 SANTA MONICA BLVD STE 204 | LOS ANGELES | CA | 90038 | N/A | PC | In support of Great Strides Team | $2,000 |
| DIVERSITY OF DANCE INC | |||||||
| 31 SMITH ST FL 2 | BROOKLYN | NY | 11201 | N/A | PC | General & Unrestricted | $1,000 |
| DORRANCE DANCE INCORPORATED | |||||||
| 520 8TH AVE BOX 363 | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $1,000 |
| DORRANCE DANCE INCORPORATED | |||||||
| 520 8TH AVE BOX 363 | NEW YORK | NY | 10018 | N/A | PC | Music from the Sole Fund | $1,000 |
| ENTERTAINMENT 2 AFFECT CHANGE | |||||||
| 1178 BROADWAY 3RD FL 4101 | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $3,000 |
| ENVIRONMENTAL DEFENSE FUND INCORPORATED | |||||||
| 257 PARK AVE S 11TH FL | NEW YORK | NY | 10010 | N/A | PC | General & Unrestricted | $1,000 |
| ETHICAL CULTURE FIELDSTON SCHOOL | |||||||
| 33 CENTRAL PARK W | NEW YORK | NY | 10023 | N/A | PC | General & Unrestricted | $1,000 |
| FRIENDS OF THE NEUBERGER MUSEUM INC | |||||||
| 735 ANDERSON HILL RD | PURCHASE | NY | 10577 | N/A | PC | General & Unrestricted | $20,000 |
| INNOCENCE PROJECT INC | |||||||
| 40 WORTH ST RM 701 | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $1,000 |
| INTERNATIONAL DOCUMENTARY ASSOCIATION | |||||||
| 3600 WILSHIRE BLVD STE 1810 | LOS ANGELES | CA | 90010 | N/A | PC | COME DANCE WITH ME Film Fund | $10,000 |
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | N/A | PC | General & Unrestricted | $2,000 |
| JAZZ FOUNDATION OF AMERICA INC | |||||||
| 247 W 37TH ST STE 201 | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $2,000 |
| LUPUS RESEARCH ALLIANCE INC | |||||||
| 270 MADISON AVE STE 300 | NEW YORK | NY | 10016 | N/A | PC | General & Unrestricted | $2,000 |
| MEDECINS SANS FRONTIERES USA INC | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PC | General & Unrestricted | $1,000 |
| NATIONAL DANCE INSTITUTE INC | |||||||
| 217 W 147TH ST | NEW YORK | NY | 10039 | N/A | PC | General & Unrestricted | $301,400 |
| NATIONAL DANCE INSTITUTE INC | |||||||
| 217 W 147TH ST | NEW YORK | NY | 10039 | N/A | PC | Adopt-A-School Program | $25,000 |
| NATIONAL PUBLIC RADIO INC | |||||||
| PO BOX 791490 | BALTIMORE | MD | 21279 | N/A | PC | General & Unrestricted | $2,000 |
| NATURAL RESOURCES DEFENSE COUNCIL INC | |||||||
| 40 WEST 20TH ST 11TH FLOOR | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $1,000 |
| NEW YORK CIVIL LIBERTIES UNION FOUNDATION | |||||||
| 125 BROAD ST 19TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | General & Unrestricted | $2,000 |
| NEW YORK PUBLIC RADIO | |||||||
| PO BOX 1550 | NEW YORK | NY | 10116 | N/A | PC | General & Unrestricted | $1,000 |
| PBS FOUNDATION | |||||||
| 1225 S CLARK ST | ARLINGTON | VA | 22202 | N/A | SO I | General & Unrestricted | $2,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | |||||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $2,000 |
| PRODUCER HUB INC | |||||||
| 561 7TH AVE 13TH FL | NEW YORK | NY | 10018 | N/A | PC | Finn Productions CLOWN SHOW | $2,000 |
| PUBLIC CITIZEN FOUNDATION INC | |||||||
| 1600 20TH ST NW | WASHINGTON | DC | 20009 | N/A | PC | General & Unrestricted | $1,000 |
| REPRODUCTIVE FREEDOM FOR ALL FOUNDATION | |||||||
| 1725 EYE ST NW SUITE 900 | WASHINGTON | DC | 20006 | N/A | PC | General & Unrestricted | $1,000 |
| RUTGERS UNIVERSITY FOUNDATION | |||||||
| PO BOX 193 | NEW BRUNSWICK | NJ | 08903 | N/A | PC | To support projects at the Robert B. Davis Institute of Learning at Rutgers for grad students | $15,000 |
| RUTGERS UNIVERSITY FOUNDATION | |||||||
| PO BOX 193 | NEW BRUNSWICK | NJ | 08903 | N/A | PC | Charitable Event | $15,000 |
| STORM KING ART CENTER | |||||||
| 1 MUSEUM RD | NEW WINDSOR | NY | 12553 | N/A | PC | General & Unrestricted | $2,500 |
| SYMPHONY SPACE INC | |||||||
| 2537 BROADWAY | NEW YORK | NY | 10025 | N/A | PC | General & Unrestricted | $2,000 |
| THE ASSOCIATION FOR FRONTOTEMPORAL DEGENERATION | |||||||
| 2700 HORIZON DR STE 120 | KING OF PRUSSIA | PA | 19406 | N/A | PC | General & Unrestricted | $2,000 |
| THE DOOR - A CENTER OF ALTERNATIVES INC | |||||||
| 121 AVE OF THE AMERICAS STE 506 | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $1,000 |
| THE FORTUNE SOCIETY INC | |||||||
| 29-76 NORTHERN BLVD | LONG ISLAND CITY | NY | 11101 | N/A | PC | General & Unrestricted | $1,000 |
| THE HARLEM CHAMBER PLAYERS INC | |||||||
| 279 WEST 117TH ST | NEW YORK | NY | 10026 | N/A | PC | General & Unrestricted | $1,000 |
| THE STUDIO MUSEUM IN HARLEM | |||||||
| 144 WEST 125TH ST | NEW YORK | NY | 10027 | N/A | PC | General & Unrestricted | $5,000 |
| TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW | |||||||
| 622 W 113TH ST MC4524 | NEW YORK | NY | 10025 | N/A | PC | Roger Lehecka Double Discovery Center | $1,000 |
| TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW | |||||||
| 622 W 113TH ST MC4524 | NEW YORK | NY | 10025 | N/A | PC | Roger Lehecka Double Discovery Center Fund | $25,000 |
| UTAH FILM CENTER | |||||||
| 375 WEST 400 N | SALT LAKE CITY | UT | 84103 | N/A | PC | The Painted Bride fund | $5,000 |
| VERA INSTITUTE OF JUSTICE INC | |||||||
| 34 35TH ST UNIT 4 2A | BROOKLYN | NY | 11232 | N/A | PC | General & Unrestricted | $1,000 |
| WNET | |||||||
| 825 8TH AVENUE | NEW YORK | NY | 10019 | N/A | PC | General & Unrestricted | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $529,900 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,218 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $137,522 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $389,500 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION LAWSUIT PROCEEDS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $9 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $534,249 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $534,249 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (35 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC NOTE - 4.800% - 03/ | $49,930 | $50,528 |
| ADOBE INC NOTE - 4.850% - 04/0 | $49,975 | $50,680 |
| AMAZON COM INC - 3.900% - 11/2 | $49,989 | $50,153 |
| AMERICAN HONDA FIN - 4.950% - | $49,993 | $50,009 |
| AMPHENOL CORP - 4.375% - 06/12 | $49,956 | $50,462 |
| ASTRAZENECA FINANCE LLC NOTE - | $49,916 | $50,558 |
| BANK MONTREAL MEDIUM SER H MTN | $45,000 | $45,579 |
| BHP BILLTON FIN - 5.250% - 09/ | $44,927 | $45,411 |
| BLACKROCK FUNDING INC. NOTE - | $49,999 | $50,658 |
| BP CAP MKTS AMER INCNOTE - 5.0 | $50,000 | $50,988 |
| CATERPILLAR FINL SVCS MTNS BE | $49,975 | $50,594 |
| CISCO SYS INC NOTE CALL - 4.80 | $49,935 | $50,561 |
| CUMMINS INC - 4.250% - 05/09/2 | $49,965 | $50,390 |
| DTE ELEC CO SER B BOND - 4.850 | $49,992 | $50,497 |
| DUKE ENERGY PROGRESS LLC BOND | $54,968 | $55,360 |
| ELI LILLY & CO NOTE CALL - 4.5 | $49,974 | $50,424 |
| ENTERPRISE PRODS OPER LLC - 4. | $44,915 | $45,327 |
| GEORGIA POWER CO - 0.000% - 10 | $49,975 | $50,277 |
| HERSEY - 4.550% - 02/24/2028 | $54,961 | $55,864 |
| HONEYWELL INTL INC NOTE CALL M | $49,999 | $50,642 |
| INTEL CORP - 4.875% - 02/10/20 | $45,000 | $45,029 |
| INTERCONTINENTAL EXCHANGE - 3. | $49,789 | $50,130 |
| INTUIT NOTE - 5.250% - 09/15/2 | $44,960 | $45,383 |
| JPMORGAN CHASE &CO NOTE - 4.50 | $54,999 | $55,538 |
| LOCKHEED MARTIN CORP - 4.150% | $49,937 | $50,319 |
| MARCH & MCLENNAN COS INC - 4.5 | $54,936 | $55,657 |
| MERCK & CO - 3.850% - 03/15/20 | $54,918 | $54,981 |
| NATIONAL RURAL UTILS COOP FIN | $50,000 | $50,231 |
| PEPSICO INC - 4.550% - 02/13/2 | $45,026 | $45,010 |
| PNC FINL SVCS - 5.300% - 01/21 | $50,000 | $50,647 |
| ROYAL BK CDA MTN CALL MAKE WHO | $50,000 | $50,197 |
| STATE STREET CORP NOTE - 4.993 | $50,061 | $50,676 |
| THERMO FISHER SCIENTIFIC INC N | $44,969 | $45,444 |
| TORONTO DOMINION BANK MEDIUM T | $50,000 | $50,639 |
| WISCONSIN ELEC PWR CO - 3.950% | $54,992 | $54,998 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $79,329 | $93,968 |
| ALPHABET INC CL C | $108,869 | $318,507 |
| AMAZON COM | $95,031 | $249,286 |
| AMETEK INC | $100,951 | $133,452 |
| APPLE INC | $10,680 | $334,931 |
| ASML HOLDING NV NY REG SHS | $16,706 | $106,986 |
| ASTRAZENECA PLC SP ADR | $119,132 | $172,369 |
| BROADCOM INC | $120,595 | $190,355 |
| CHURCH & DWIGHT | $114,210 | $117,390 |
| COOPER COMPANIES INC | $160,555 | $151,626 |
| DANAHER CORP | $136,954 | $186,570 |
| ELI LILLY & CO | $23,869 | $96,721 |
| EOG RESOURCES INC | $91,456 | $127,587 |
| EQT CORPORATION | $115,351 | $158,924 |
| GXO LOGISTICS | $155,772 | $150,550 |
| HOME DEPOT INC | $104,512 | $116,994 |
| INTUIT | $32,997 | $58,293 |
| JP MORGAN CHASE | $40,812 | $256,165 |
| MASTERCARD INC | $107,209 | $165,555 |
| MCDONALD'S CORP | $101,710 | $122,252 |
| META PLATFORMS INC | $60,177 | $92,413 |
| MICROSOFT CORP | $130,157 | $556,162 |
| MOTOROLA SOLUTIONS INC | $48,290 | $126,496 |
| NEXTERA ENERGY, INC | $121,807 | $152,532 |
| NVIDIA CORP | $111,497 | $461,587 |
| ROPER INDUSTRIES | $68,728 | $106,831 |
| TRANSUNION COM USD0.01 | $61,445 | $73,745 |
| UNITED RENTALS INC | $99,925 | $102,784 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $248,260 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $252,828 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $25,807 | $25,807 | |
| Bank Charges | $56 | $56 | |
| State or Local Filing Fees | $250 | $250 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Class Action Lawsuit Proceeds | Desc |
| Revenue And Expenses Per Books | $9 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $9 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $52,752 | Amt |
| Net Investment Income | $52,752 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2025 | $2,300 | |
| 990-PF Excise Tax for 2024 | $1,036 | |
| Foreign Tax Paid | $144 | $144 |
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