WASSERMAN FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- WASSERMAN FAMILY FOUNDATION INC (EIN 01-0621340)
- Tax period
- 2025-02-01 to 2026-01-31
- Filed
- 2026-06-15
- IRS object ID
- 202611669349100436
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-15T17:36:20-04:00 | ReturnTs |
| Tax Period End | 2026-01-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043728230 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK LEVITT CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 OVERHILL LANE | AddressLine1Txt |
| City | ROSLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 115761408 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-02-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010621340 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WASSERMAN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WASS | BusinessNameControlTxt |
| Phone | 7182238256 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27110 GRAND CENTRAL PKY APT29L | AddressLine1Txt |
| City | FLORAL PARK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 110051005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACOB WASSERMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5166555180 | PhoneNum |
| Signature | 2026-06-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK LEVITT | PreparerPersonNm |
| PTIN | P01085544 | PTIN |
| Phone | 5169462416 | PhoneNum |
| Preparation | 2026-06-15 | 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 | $538,005 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $9 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $9 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $6,689 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,689 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $6,689 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $28,891 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $40,828 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $28,891 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $35,589 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $35,589 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $6,698 | TotalAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $14,535 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,853 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $14,535 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,853 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $31,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $31,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $46,285 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,853 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $31,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$10,696 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $27,736 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,698 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$19,197 | CashBOYAmt |
| Cash EOY | $8,113 | CashEOYAmt |
| Cash EOYFMV | $8,113 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $29,071 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,773 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,773 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $186,277 | CorporateStockBOYAmt |
| Corporate Stock EOY | $174,569 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $527,119 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $196,151 | TotalAssetsBOYAmt |
| Total Assets EOY | $185,455 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $538,005 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $196,151 | RetainedEarningBOYAmt |
| Retained Earning EOY | $185,455 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $196,151 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $185,455 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $196,151 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $185,455 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $196,151 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$10,696 | ExcessRevenueOverExpensesAmt |
| Subtotal | $185,455 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $185,455 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 4000 SPDR S&P 500 EFT TR | P | 2014-08-14 | 2025-07-21 | $2,522 | $781 | $1,741 | $1,741 |
| 12000 ISHARES RUSSELL 1000 GROWTH | P | 2014-08-14 | 2025-09-15 | $5,572 | $1,087 | $4,485 | $4,485 |
| 2000 SPDR S&P MIDCAP 400 RFT | P | 2014-04-18 | 2025-09-18 | $1,206 | $508 | $698 | $698 |
| 10000 SPDR S&P 500 ETF TR | P | 2014-04-14 | 2025-09-18 | $6,621 | $1,954 | $4,667 | $4,667 |
| 10000 VANGUARD SMALKL -CAP ETF | P | 2013-05-14 | 2025-09-18 | $2,580 | $951 | $1,629 | $1,629 |
| 24000 VANGUARD VALUE ETF | P | 2016-06-18 | 2025-09-18 | $4,454 | $1,967 | $2,487 | $2,487 |
| 4000 WISDOMTREE US MIDCAP FUND | P | 2014-08-14 | 2025-09-18 | $267 | $119 | $148 | $148 |
| 16000 WISDOMTREE US QUALITY GR FD | P | 2015-09-14 | 2025-09-15 | $1,424 | $466 | $958 | $958 |
| GOLDMAN SACHS INT'L OPPORTUBITIES FD | P | 2024-01-05 | 2025-12-11 | $114 | $114 | $114 | |
| ISHARES RUSSELL 1000 GR ETF | P | 2014-08-14 | 2026-06-06 | $8,087 | $1,540 | $6,547 | $6,547 |
| WISDOM TREE US QUALITY GR FD | P | 2015-08-14 | 2026-06-06 | $7,981 | $2,564 | $5,417 | $5,417 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $28,891 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $386 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $386 | SubtotalAmt |
| Tax Based On Investment Income | $386 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $386 | TaxDueAmt |
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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JACOB WASSERMAN | IndividualWithBooksNm |
| Phone | 7182238256 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27110 GRAND CENTRAL PARKWAY | AddressLine1Txt |
| City | FLORAL PARK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11005 | 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 |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| JACOB WASSERMAN | ||||||||
| 27110 GRAND CENTRAL PARKWAY | FLORAL PARK | NY | 11005 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| LISA BROOK | ||||||||
| 27110 GRAND CENTRAL PKW APT 29L | FLORAL PARK | NY | 110051005 | TREASURER | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $512,272 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,214 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $524,486 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $524,486 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,867 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $516,619 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $25,831 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $25,831 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $386 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $386 | TotalTaxAmt |
| Distributable Before Adj | $25,445 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $25,445 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $25,445 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $31,750 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $31,750 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $25,445 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,624 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $10,139 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,482 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,468 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,780 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $23,493 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $31,750 | QualifyingDistributionsAmt |
| Applied To Current Year | $25,445 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,305 | RemainingDistriFromCorpusAmt |
| Total Corpus | $29,798 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,624 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $28,174 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,139 | ExcessFromYear4Amt |
| Excess From Year3 | $2,482 | ExcessFromYear3Amt |
| Excess From Year2 | $5,468 | ExcessFromYear2Amt |
| Excess From Year1 | $3,780 | ExcessFromYear1Amt |
| Excess From Current Year | $6,305 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CITY HARVEST | |||||||
| 150 52ND ST | BROOKLYN | NY | 11232 | NONE | PC | DONATION | $250 |
| NATIONAL SCLERODERMA FOUNDATION | |||||||
| 300 ROSEWOOD DR | DANVERS | MA | 01923 | NONE | PC | DONATION | $500 |
| AMERICAN FRIENDS MAGEN ADOM | |||||||
| 20 W 36TH ST | NEW YORK | NY | 10018 | NONE | PC | DONATION | $500 |
| JOINT DIST COMM | |||||||
| 220 EAST42ST | NEW YORK | NY | 10017 | NONE | PC | DONATION | $500 |
| AMERICAN JEWISH COMMMITTEE | |||||||
| PO BOX 7247 | PHILADELPHIA | PA | 19170 | NONE | PC | DONATION | $500 |
| FOOD BANK FOR NYC | |||||||
| PO BOX 470 | HARTSDALE | NY | 10530 | NONE | PC | DONATION | $500 |
| US HOLOCAUST MUSEUM | |||||||
| 100 RAOUL WALLENGBERG PL | WASHINGTON | DC | 20024 | NONE | PC | DONATION | $500 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 6053 3RD AVE | NEW YORK | NY | 10158 | NONE | PC | DONATION | $500 |
| HILLEL INTERNATIONAL | |||||||
| 800 8TH ST NW | WASHINGTON | DC | 20001 | NONE | PC | DONATION | $500 |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | NONE | PC | DONATION | $500 |
| FEEDING AMERICA | |||||||
| 161 NORTH CLARK STREET | CHICAGO | IL | 60601 | NONE | PC | DONATION | $500 |
| ASPCA | |||||||
| 424E 92ST | NEW YORK | NY | 10128 | NONE | PC | DONATION | $500 |
| CITY MEALS ON WHEELS | |||||||
| 360 LEXINGTON AVE | NEW YORK | NY | 10017 | NONE | PC | DONATION | $500 |
| AMERICAN DIABETES ASSOCIATION | |||||||
| PO BOX 7023 | MERRIFIELD | VA | 22116 | NONE | PC | DONATION | $1,000 |
| BLADDER CANCER ADVOCACY NETWORK | |||||||
| 4520 EAST-WEST HWY | BETHESDA | MD | 20814 | NONE | PC | DONATION | $1,000 |
| MELANOMA RESEARCH ALLIANCE | |||||||
| 730 15TH STREET | WASHINGTON | DC | 20005 | NONE | PC | DONATION | $1,000 |
| MELANOMA RESEARCH FOUNDATION | |||||||
| 1420 K STREET NW | WASHINGTON | DC | 20005 | NONE | PC | DONATION | $1,000 |
| PANCREATIC CANCER ACTION NETWORK | |||||||
| 1500 ROSENCRANS AVE | MANHATTAN BEACH | CA | 90266 | NONE | PC | DONATION | $1,000 |
| MUSEUM OF JEWISH HERITAGE | |||||||
| 36 BATTERY PLACE | NEW YORK | NY | 10280 | NONE | PC | DONATION | $1,000 |
| ACLU | |||||||
| 125 BROAD ST | NEW YORK | NY | 10004 | NONE | PC | DONATION | $1,000 |
| WOUNDED WARRIOR PROJECT | |||||||
| PO BOX 758516 | TOPEKA | KS | 66675 | NONE | PC | DONATION | $1,000 |
| LAKE SUCCESS JEWISH CENTER | |||||||
| 354 LAKEVILLE RD | GREAT NECK | NY | 11020 | NONE | PC | DONATION | $2,000 |
| HOLLIS HILLS BAYSIDE JEWISH CENTER | |||||||
| 210-10 UNION TPKE | HOLLIS HILLS | NY | 11364 | NONE | PC | DONATION | $2,500 |
| SOL ZIM JEWISH ENRICHMENT FDN | |||||||
| 210-10 UNION TURNPIKE | HOLLIS HILLS | NY | 11364 | NONE | PC | DONATION | $10,000 |
| THE ARTHRITIS FOUNDATION | |||||||
| 1355 PEACHTREE ST NE | ATLANTA | GA | 30309 | NONE | PC | DONATION | $1,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| PO BOX 91891 | WASHINGTON | DC | 20090 | NONE | PC | DONATION | $1,000 |
| LOWER EASTSIDE JEWISH CONSERVANCY | |||||||
| 447 BROADWAY | NEW YORK | NY | 10013 | NONE | PC | DONATION | $500 |
| NATIONAL SCLERODERMA FD | |||||||
| PO BOX 411533 | BOSTON | MA | 02241 | NONE | PC | DONATION | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $31,750 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,689 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,891 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $35,589 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $35,589 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLIC TRADED SECURITIES | StockNm |
| EOY Book Value | $174,569 | EOYBookValueAmt |
| EOYFMV | $527,119 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| FILING FEES | $100 | |
| INVESTMENT FEES | $7,853 | $7,853 |
| FEDERAL EXCISE TAX | $82 | |
| ACCOUNTING FEES | $6,500 |