BETA

FEUERSTEIN FAMILY FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
FEUERSTEIN FAMILY FOUNDATION INC (EIN 27-3971838)
Tax period
2023-11-01 to 2024-10-31
Filed
2025-03-13
IRS object ID
202520729349100832
Schema version
2023v6.0
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)
Return2025-03-13T17:12:31-05:00ReturnTs
Tax Period End2024-10-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN440160260PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FORVIS MAZARS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1135 WEST 50TH STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100200002ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-11-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN273971838EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE FEUERSTEIN MAIER FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlFEUEBusinessNameControlTxt
Phone2019471000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1140 SYLVAN AVENUEAddressLine1Txt
CityENGLEWOOD CLIFFSCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07632ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT FEUERSTEIN TRUSTEEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2019471000PhoneNum
Signature2025-03-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBARBARA LAROCCAPreparerPersonNm
PTINP00185016PTIN
Phone2128127000PhoneNum
Preparation2025-03-13PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$15,934,605FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$488,455DividendsRevAndExpnssAmt
Dividends Net Invst Incm$488,455DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$41,684NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,408,757GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$41,684CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$530,139TotalRevAndExpnssAmt
Total Net Invst Incm$530,139TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$108,002TaxesRevAndExpnssAmt
Taxes Net Invst Incm$108,002TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$28,968OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$28,968OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$136,970TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$136,970TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$915,224ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$915,224ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,052,194TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$136,970TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$915,224TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$522,055ExcessRevenueOverExpensesAmt
Net Investment Income$393,169NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$54,945CashBOYAmt
Cash EOY$46,298CashEOYAmt
Cash EOYFMV$46,298CashEOYFMVAmt
Corporate Stock BOY$1,162,533CorporateStockBOYAmt
Corporate Stock EOY$1,162,533CorporateStockEOYAmt
Corporate Stock EOYFMV$1,896,874CorporateStockEOYFMVAmt
Other Investments BOY$12,673,868OtherInvestmentsBOYAmt
Other Investments EOY$12,160,460OtherInvestmentsEOYAmt
Other Investments EOYFMV$13,991,433OtherInvestmentsEOYFMVAmt
Total Assets BOY$13,891,346TotalAssetsBOYAmt
Total Assets EOY$13,369,291TotalAssetsEOYAmt
Total Assets EOYFMV$15,934,605TotalAssetsEOYFMVAmt
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$13,891,346RetainedEarningBOYAmt
Retained Earning EOY$13,369,291RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$13,891,346TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$13,369,291TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$13,891,346TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$13,369,291TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$13,891,346TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$522,055ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$13,369,291SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$13,369,291TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MORGAN STANLEY2023-10-312024-10-31$2,806,113$2,782,759$23,354$23,354
MORGAN STANLEY2023-11-012024-10-31$1,602,644$1,584,314$18,330$18,330
FieldValueIRS element (for citing)
Capital Gain Net Income$41,684CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,465InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,465SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,465TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,000TotalPaymentsAndCreditsAmt
Es Penalty$48EsPenaltyAmt
Tax Due$1,513TaxDueAmt

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 StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
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)
Phone2019471000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1140 SYLVAN AVENUEAddressLine1Txt
CityENGLEWOOD CLIFFSCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07632ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
REGINA FEUERSTEIN
140 SYLVAN AVENUEENGLEWOOD CLIFFSNJ07632TRUSTEE1.00$0$0$0
ROBERT FEUERSTEIN
140 SYLVAN AVENUEENGLEWOOD CLIFFSNJ07632TRUSTEE1.00$0$0$0
LISA MAIER
140 SYLVAN AVENUEENGLEWOOD CLIFFSNJ07632TRUSTEE1.00$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$15,266,004AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$151,335AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$15,417,339TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$15,417,339AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$231,260CashDeemedCharitableAmt
Net Vl Noncharitable Assets$15,186,079NetVlNoncharitableAssetsAmt
Minimum Investment Return$759,304MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$759,304MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,465TaxBasedOnInvestmentIncomeAmt
Total Tax$5,465TotalTaxAmt
Distributable Before Adj$753,839DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$753,839DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$753,839DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$915,224ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$915,224QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$753,839DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$83,638ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$129,336ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$100,816ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$160,509ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$2,179,573ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,653,872TotalExcessDistributionCyovAmt
Qualifying Distributions$915,224QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$753,839AppliedToCurrentYearAmt
Remaining Distri From Corpus$161,385RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,815,257TotalCorpusAmt
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$83,638ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,731,619ExcessDistriCyovToNextYrAmt
Excess From Year4$129,336ExcessFromYear4Amt
Excess From Year3$100,816ExcessFromYear3Amt
Excess From Year2$160,509ExcessFromYear2Amt
Excess From Year1$2,179,573ExcessFromYear1Amt
Excess From Current Year$161,385ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerREGINA FEUERSTEINContributingManagerNm
Contributing ManagerROBERT FEUERSTEINContributingManagerNm
Contributing ManagerLISA MAIERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
JEWISH FAMILY AND CHILDREN'S SERVICES
1485 TEANECK ROADTEANECKNJ07666PCANNUAL FUND$100,050
JEWISH FEDERATION NORTHERN NJ
50 EISENHOWER DRPARAMUSNJ07652PCGENERAL SUPPORT$1,000
ENGLEWOOD HEALTH FOUNDATION
350 ENGLE STENGLEWOODNJ07631PCGENERAL SUPPORT$28,000
CHILDHOOD CANCER SOCIETY
189 BERDAN AVEWAYNENJ07470PCGENERAL SUPPORT$10,000
FLAMES OF GIVING
189 BERDAN AVE SUITE 402WAYNENJ07470PCGENERAL SUPPORT$500
MEDIA CARES
603 W 115TH ST PMB 371NEW YORKNY10025PCGENERAL SUPPORT$25,000
AMERICAN ASSOCIATION FOR CANCER RESEARCH
615 CHESTNUT ST 17TH FLOORPHILADELPHIAPA19106PCGENERAL SUPPORT$3,000
PAN-MASS CHALLENGE
77 4TH AVENUENEEDHAMMA02494PCGENERAL SUPPORT$500
JCC OF FORT LEE CONG GESHER SHALOM
96 LINWOOD PLAZA 385FORT LEENJ07024PCGENERAL SUPPORT$8,284
TEMPLE EMANUEL OF CLOSTER
180 PIERMONT ROADCLOSTERNJ07624PCGENERAL SUPPORT$49,000
AMERICAN FRIENDS OF MAGEN DAVID ADOM
20 W 36TH STNEW YORKNY10018PCGENERAL SUPPORT$2,500
CYSTIC FIBROSIS FOUNDATION - NEW JERSEY CHAPTER
4550 MONTGOMERY AVE SUITE 1100 NBETHESDAMD20814PCGENRAL SUPPORT$1,000
NATIONAL ALLIANCE ON MENTAL ILLNESS - NYC
307 W 38TH ST 8TH FLOORNEW YORKNY10018PCGENERAL SUPPORT$1,786
LUNG CANCER FOUNDATION
PO BOX 780990PHILADELPHIAPA19178PCGENERAL SUPPORT$104
AMERICA GIVES INC
220 E 42ND STNEW YORKNY10017PCGENERAL SUPPORT$1,000
AMERICAN HEART ASSOCIATION
7272 GREENVILLE AVEDALLASTX75231PCGENERAL SUPPORT$500
ARIZONA JEWISH HISTORICAL SOCIETY
122 E CULVER STREETPHOENIXAZ85004PCGENERAL SUPPORT$5,000
HARLEM VILLAGE ACADEMIES HIGH
35 W 124TH STNEW YORKNY10027PCGENERAL SUPPORT$5,000
ALPINE LEARNING GROUP
777 PARAMUS RDPARAMUSNJ07652PCGENERAL SUPPORT$5,000
THE JEWISH FOUNDATION FOR THE RIGHTEOUS
80 MAIN STREET SUITE 380WEST ORANGENJ07052PCGENERAL SUPPORT$5,000
MEALS ON WHEELS
CORNELISON BUILDING 201 CORNELISONJERSEY CITYNJ07304PCGENERAL SUPPORT$2,000AVE
SIMON WIESENTHAL CENTER
1399 S ROXBURY DRLOS ANGELESCA90035PCGENERAL SUPPORT$5,000
HILLEL INTERNATIONAL
800 8TH STWASHINGTONDC20001PCGENERAL SUPPORT$5,000
DOROT
171 W 85TH STNEW YORKNY10024PCGENERAL SUPPORT$5,000
JOHNS HOPKINS
750 EAST PRATT STREET 17TH FLOORBALTIMOREMD21202PCGENERAL SUPPORT$1,000
BIRTHRIGHT ISRAEL FOUNDATION
PO BOX 21615NEW YORKNY10087PCGENERAL SUPPORT$5,000
ANTI DEFAMATION LEAGUE
605 THIRD AVENUENEW YORKNY10158PCGENERAL SUPPORT$5,000
HIAS
1300 SPRING STREET SUITE 500SILVER SPRINGMD20910PCGENERAL SUPPORT$5,000
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE
220 E 42ND ST SUITE 400NEW YORKNY10017PCGENERAL SUPPORT$5,000
JEWISH NATIONAL FUND
42 EAST 69TH STREETNEW YORKNY10021PCGENERAL SUPPORT$5,000
MUSEUM OF JEWISH HERITAGE
36 BATTERY PLNEW YORKNY10280PCGENERAL SUPPORT$5,000
WORLD JEWISH CONGRESS AMERICAN SECTION
654 MADISON AVE FL 9NEW YORKNY10065PCGENERAL SUPPORT$5,000
THE LOUIS D BRANDEIS CENTER FOR HUMAN RIGHTS UNDER LAW
1717 PENNSYLVANIA AVENUE NW SUITEWASHINGTONDC20006PCGENERAL SUPPORT$505,0001025
JEWISH VOTERS UNITE
PO BOX 150WHITE PLAINSNY10602PCGENERAL SUPPORT$100,000
AMERICAN JEWISH COMMITTEE
165 EAST 56 STREETNEW YORKNY10022PCGENERAL SUPPORT$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$915,224TotalGrantOrContriPdDurYrAmt
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$488,455ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$41,684ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$530,139ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$530,139TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4N/A
8N/A

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMORGAN STANLEY - STOCKStockNm
EOY Book Value$1,162,533EOYBookValueAmt
EOYFMV$1,896,874EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MORGAN STANLEY - MUTUAL FUNDSAT COST$3,576,014$3,821,434
MORGAN STANLEY - EFT & CEFAT COST$5,061,297$6,614,322
MORGAN STANLEY - FIXED INCOME & PREFERRED SECURITIESAT COST$3,523,149$3,555,677

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT MANAGEMENT FEESDesc
Revenue And Expenses Per Books$28,968RevenueAndExpensesPerBooksAmt
Net Investment Income$28,968NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXES PAIDCategoryTxt
Amt$108,002Amt
Net Investment Income$108,002NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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