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HELEN D RODBELL-ALPERT FAMILY FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
HELEN D RODBELL-ALPERT FAMILY FOUNDATION INC (EIN 81-4633735)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-13
IRS object ID
202601339349103760
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-13T14:29:43-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN135504490PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JOEL E SAMMET & CO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line115 MAIDEN LANE SUITE 500AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10038ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN814633735EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HELEN D RODBELL - ALPERT FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlHELEBusinessNameControlTxt
Phone5163658700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13333 NEW HYDE PARK ROAD 201AddressLine1Txt
CityNEW HYDE PARKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGERRY ALPERTPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5163658700PhoneNum
Signature2026-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNIFER A TERZIANPreparerPersonNm
PTINP01027934PTIN
Phone2122698628PhoneNum
Self EmployedYes (X)SelfEmployedInd
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$762,856FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$198,927ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$6,531DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,531DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$39,066NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$172,387GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$38,833CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$244,524TotalRevAndExpnssAmt
Total Net Invst Incm$45,364TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$875AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$875AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$255TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$965OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$865OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$100OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,970TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,740TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$975TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$186,803ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$186,803ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$189,773TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,740TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$187,778TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$54,751ExcessRevenueOverExpensesAmt
Net Investment Income$43,624NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$6,656SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$6,435SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$6,435SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$309,864CorporateStockBOYAmt
Corporate Stock EOY$508,792CorporateStockEOYAmt
Corporate Stock EOYFMV$584,339CorporateStockEOYFMVAmt
Other Investments BOY$255,114OtherInvestmentsBOYAmt
Other Investments EOY$124,468OtherInvestmentsEOYAmt
Other Investments EOYFMV$172,082OtherInvestmentsEOYFMVAmt
Total Assets BOY$571,634TotalAssetsBOYAmt
Total Assets EOY$639,695TotalAssetsEOYAmt
Total Assets EOYFMV$762,856TotalAssetsEOYFMVAmt
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$571,634RetainedEarningBOYAmt
Retained Earning EOY$639,695RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$571,634TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$639,695TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$571,634TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$639,695TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$571,634TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$54,751ExcessRevenueOverExpensesAmt
Other Increases$13,310OtherIncreasesAmt
Subtotal$639,695SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$639,695TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SALE OF MARKETABLE SECURITIESD$37,406$29,147$8,259$8,259
SALE OF MARKETABLE SECURITIESP$131,790$104,407$27,383$27,383
CAPITAL GAINS DIVIDENDSP$3,191$3,191$3,191
FieldValueIRS element (for citing)
Capital Gain Net Income$38,833CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$606InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$606SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$606TaxBasedOnInvestmentIncomeAmt
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
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$18EsPenaltyAmt
Tax Due$624TaxDueAmt

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 StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
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)
Phone5163658700PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13333 NEW HYDE PARK ROADAddressLine1Txt
CityNEW HYDE PARKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GERRY ALPERT
3333 NEW HYDE PARK ROAD SUITE 201NEW HYDE PARKNY11042PRESIDENT, DIRECTOR0.50$0$0$0
BROOKE ALPERT
450 EAST 83RD STREET APT 22BNEW YORKNY10028SECRETARY, TREASURER, DIRE0.50$0$0$0
DAVID ALPERT
2366 ASTRAL DRIVELOS ANGELESCA90046VICE PRESIDENT, DIRECTOR0.50$0$0$0
HENRY ALPERT
3333 NEW HYDE PARK ROAD SUITE 201NEW HYDE PARKNY11042EXECUTIVE VICE PRESIDENT0.50$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$725,045AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,205AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$730,250TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$730,250AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,954CashDeemedCharitableAmt
Net Vl Noncharitable Assets$719,296NetVlNoncharitableAssetsAmt
Minimum Investment Return$35,965MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$35,965MinimumInvestmentReturnAmt
Tax Based On Investment Income$606TaxBasedOnInvestmentIncomeAmt
Total Tax$606TotalTaxAmt
Distributable Before Adj$35,359DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$35,359DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$35,359DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$187,778ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$187,778QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$35,359DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$26,012ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$46,219ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$152,009ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$34,174ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$149,661ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$408,075TotalExcessDistributionCyovAmt
Qualifying Distributions$187,778QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$35,359AppliedToCurrentYearAmt
Remaining Distri From Corpus$152,419RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$560,494TotalCorpusAmt
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$26,012ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$534,482ExcessDistriCyovToNextYrAmt
Excess From Year4$46,219ExcessFromYear4Amt
Excess From Year3$152,009ExcessFromYear3Amt
Excess From Year2$34,174ExcessFromYear2Amt
Excess From Year1$149,661ExcessFromYear1Amt
Excess From Current Year$152,419ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerHENRY ALPERTContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
DANCERS RESPONDING TO AIDS
165 WEST 46TH STREET SUITE 1300NEW YORKNY10036NONEPCGENERAL FUND$50,000
JACOB'S PILLOW
358 GEORGE CARTER ROADBECKETMA01223NONEPCGENERAL FUND$50,003
PROJECT ANGEL FOOD
922 VINE STREETLOS ANGELESCA90038NONEPCGENERAL FUND$15,000
STREB INC
51 NORTH 1ST STREETBROOKLYNNY11249NONEPCGENERAL FUND$2,500
UPPER EAST SIDE HATZOLAH
125 EAST 85TH STREETNEW YORKNY10028NONEPCGENERAL FUND$1,800
USC GLORYA KAUFMAN SCHOOL OF DANCE
GLORYA KAUFMAN INTERNATIONAL DANCELOS ANGELESCA90089NONEPCGENERAL FUND$10,000CENTER 849 W 34TH ST
HOLOCUST MUSEUM LA
100 THE GROVE DRLOS ANGELESCA90036NONEPCGENERAL FUND$25,000
BODY TRAFFIC
3435 WILSHIRE BLVDLOS ANGELESCA90010NONEPCGENERAL FUND$32,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$186,803TotalGrantOrContriPdDurYrAmt
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$6,531ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$39,066ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$45,597ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$45,597TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonHENRY ALPERTContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line13333 NEW HYDE PARK ROADAddressLine1Txt
CityNEW HYDE PARKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Total Contributions$198,927TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
11,466 SHARES OF GRIFFON CORP.$106,3142025-02-27
11,250 SHARES OF GRIFFON CORP.$92,6132025-12-09

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,750Amt
Net Investment Income$875NetInvestmentIncomeAmt
Disbursements Charitable Prps$875DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$508,792EOYBookValueAmt
EOYFMV$584,339EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDSAT COST$80,977$107,213
EXCHANGE-TRADED FUNDSAT COST$43,491$64,869

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FILING FEES$100$0$100
BANK FEES$865$865$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENT TO COST BASIS OF DONATED MARKETABLE SECURITIESDesc
Amt$13,310Amt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonHENRY ALPERTPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13333 NEW HYDE PARK ROADAddressLine1Txt
CityNEW HYDE PARKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$255Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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