RUTH SILVERMAN ROSENBLOOM AND VIC ROSENBLOOM CHARITABLE FOUND INC: Form 990PF, tax year 2025
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- Organization
- RUTH SILVERMAN ROSENBLOOM AND VIC ROSENBLOOM CHARITABLE FOUND INC (EIN 02-0564309)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202641339349101364
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T08:38:16-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 463658654 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAMENS & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 354 EISENHOWER PARKWAY | AddressLine1Txt |
| City | LIVINGSTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07039 | 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 | 020564309 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUTH ROSENBLOOM SILVERMAN & VICTOR | BusinessNameLine1Txt |
| Business Name Line2 | ROSENBLOOM CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUTH | BusinessNameControlTxt |
| Phone | 2016155993 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 56 AMHURST PLACE | AddressLine1Txt |
| City | LIVINGSTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07059 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY FELTIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2016155993 | PhoneNum |
| Signature | 2026-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SETH KAMENS | PreparerPersonNm |
| PTIN | P01326148 | PTIN |
| Phone | 9737400880 | PhoneNum |
| Preparation | 2026-05-04 | PreparationDt |
| 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 | $2,190,770 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $138 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $138 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $51,155 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $51,155 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $102,579 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $800,394 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $102,579 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $153,872 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $153,872 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $9,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,218 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,218 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,182 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $30,900 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,718 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $92,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $92,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $122,900 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,718 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $98,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $30,972 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $130,154 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $131,665 | CashBOYAmt |
| Cash EOY | $16,954 | CashEOYAmt |
| Cash EOYFMV | $16,954 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,896,592 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,038,791 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,170,121 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $3,695 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,695 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,695 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,031,952 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,059,440 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,190,770 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,031,952 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,059,440 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,031,952 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,059,440 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,031,952 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,059,440 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,031,952 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $30,972 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,062,924 | SubtotalAmt |
| Other Decreases | $3,484 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,059,440 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| SECURITIES-LT | 2024-01-01 | 2025-12-31 | $591,799 | $578,111 | $13,688 | $13,688 | |
| SECURITIES-ST | 2025-01-01 | 2025-12-31 | $117,811 | $119,704 | -$1,893 | -$1,893 | |
| CAPITAL GAINS DIVIDENDS | $90,784 | $90,784 | $90,784 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $102,579 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,809 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,809 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,809 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,920 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,920 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $111 | OverpaymentAmt |
| Applied To ES Tax | $111 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GARY R FEITLIN | IndividualWithBooksNm |
| Phone | 2016155993 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6800 WILLOW WOOD DRIVE 902 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33434 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| GARY R FEITLIN | ||||||||
| 6800 WILLOW WOOD DRIVE 902 | BOCA RATON | FL | 33434 | TRUSTEE | 5.00 | $5,000 | $0 | $0 |
| JOAN C FELTIN | ||||||||
| 6800 WILLOW WOOD DRIVE 902 | BOCA RATON | FL | 33434 | TRUSTEE | 5.00 | $5,000 | $0 | $0 |
| JAMIE B ALPERT | ||||||||
| 56 AMHERST PLACE | LIVINGSTON | NJ | 07039 | TRUSTEE | 5.00 | $5,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,018,225 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $55,596 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,073,821 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,073,821 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,107 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,042,714 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $102,136 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $102,136 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,809 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,809 | TotalTaxAmt |
| Distributable Before Adj | $100,327 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $100,327 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $100,327 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $98,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $98,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $100,327 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $225 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,911 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,136 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $98,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $98,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $2,327 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $2,327 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,809 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,809 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $3,809 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GARY FEITLIN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6800 WILLOW WOOD DRIVE 902 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33434 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2016155993 | RecipientPhoneNum |
| Form And Info And Materials | SEE STATEMENT 10 | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE STATEMENT 11 | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE ONLY MADE TO IRS 501(C)3 ORGANIZATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BOCA RATON REGIONAL HOSPITAL | ||||||
| 800 MEADOWS ROAD | BOCA RATON | FL | 33486 | PC | LYNN WOMEN'S HEALTH AND WELLNESS INSTITUTE | $10,000 |
| CHILTON MEDICAL CENTER FOUNDATION | ||||||
| 97 WEST PARKWAY | POMPTON PLAINS | NJ | 07444 | PC | CHILDREN'S CENTER | $5,000 |
| FAMILY PROMISE | ||||||
| 71 SUMMIT AVE | SUMMIT | NJ | 07901 | PC | GENERAL FUND | $2,500 |
| FOUNDATION FOR MORRISTOWN MEDICAL CENTER | ||||||
| 475 SOUTH STREET | MORRISTOWN | NJ | 07960 | PC | 5K GORYEB CHILDRENS HOSPITAL 5K WOMENS HEALTH 1K PET THERAPY PROGRAM - SOOTHING PAWS | $15,000 |
| HAPPINESS IS CAMPING INC | ||||||
| 62 SUNSET LAKE ROAD | HARDWICK | NJ | 07825 | PC | GENERAL FUND | $6,000 |
| JERSEY BATTERED WOMENS SHELTER | ||||||
| PO BOX 1437 | MORRISTOWN | NJ | 07962 | PC | GENERAL FUND | $2,500 |
| LYNN UNIVERSITY | ||||||
| 3601 N MILITARY TRAIL | BOCA RATON | FL | 33431 | PC | CONSERVATORY OF MUSIC & THEATRE ARTS PROGRAM | $15,000 |
| MATHENY MEDICAL & EDUCATIONAL CENTER | ||||||
| 65 HIGHLAND AVENUE PO BOX 338 | PEAPACK | NJ | 07977 | PC | GENERAL FUND | $1,000 |
| MAYO PERFORMING ART CENTER | ||||||
| 100 SOUTH STREET | MORRISTOWN | NJ | 07960 | PC | MIRACLE PROJECT, STARLIGHT, PANDEMIC RECOVERY | $7,500 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||
| PO BOX 27106 | NEW YORK | NY | 10087 | PC | CHILDREN'S JOY FUND | $10,000 |
| PAPER MILL PLAYHOUSE | ||||||
| 22 BROOKSIDE DRIVE | MILLBURN | NJ | 07041 | PC | CHILDREN'S EDUCATIONAL PROGRAMS | $17,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $92,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $138 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $51,155 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $90,784 | ExclusionAmt |
| Related Or Exempt Function Incm | $11,795 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $142,077 | ExclusionAmt |
| Related Or Exempt Function Incm | $11,795 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $153,872 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | NA |
| 4 | NA |
| 8 | NA |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,500 | Amt |
| Net Investment Income | $4,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GUGGENHEIM FDS TR MACRO OPPORTUNITY | $43,143 | $41,656 |
| GUGGENHEIM FDS TR TOTAL RETURN BD FD | $230,569 | $207,487 |
| PARNASSUS INCOME TR CORE EQUITY INCO | $272,989 | $287,073 |
| PGIM TOTAL RETURN BOND INC | $291,632 | $268,473 |
| PIMCO INCOME FD INSTL CL PIMIX | $210,597 | $211,148 |
| VANGUARD EQUITY INCOME FUND | $236,476 | $271,582 |
| FIDELITY SALEM STREET TRUST FIDELITY SMALL CAP INDEX FUND | $135,687 | $168,049 |
| GOLDMAN SACHS MID-CP EQUITY FUND | $156,594 | $156,006 |
| FIDELITY CAPITAL & INCOME FUND | $40,840 | $44,099 |
| FIDELITY BLUE CHIP GROWTH FUND | $221,415 | $282,961 |
| VICTORY PORTFOLIOS RS GLOBAL FD CL Y | $198,849 | $231,587 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND RECEIVABLE | Desc |
| BOY Book Value | $3,695 | BOYBookValueAmt |
| EOY Book Value | $3,695 | EOYBookValueAmt |
| EOYFMV | $3,695 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAXES PAID NONDEDUCTIBLE | Desc |
| Amt | $3,484 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BUSINESS LICENSING & PERMITS | $33 | $0 | $0 |
| INSURANCE EXPENSE | $1,045 | $0 | $0 |
| BANK AND OTHER EXPENSE | $104 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $10,218 | Amt |
| Net Investment Income | $10,218 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |