J ARON CHARITABLE FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization: J ARON CHARITABLE FOUNDATION INC (EIN 13-6068230)
Tax period: 2025-01-01 to 2025-12-31
Filed: 2026-06-16
IRS object ID: 202611679349100901
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
Schedule B
Accounting Fees Schedule
General Explanation Attachment
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Legal Fees Schedule
Other Expenses Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-06-16T11:58:15-05:00	ReturnTs
Tax Period End	2025-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	871353108	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	EISNER ADVISORY GROUP LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	733 THIRD AVENUE	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	100172703	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	136068230	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	J ARON CHARITABLE FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	JARO	BusinessNameControlTxt
Phone	2128326644	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	100 JERICHO QUADRANGLE 214	AddressLine1Txt
City	JERICHO	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11753	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ERIKA ARON	PersonNm
Person Title	PRESIDENT AND DIRECTOR	PersonTitleTxt
Phone	2128326644	PhoneNum
Signature	2026-06-16	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	CINDY FEDER	PreparerPersonNm
PTIN	P01342030	PTIN
Phone	2129498700	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	$8,892,989	FMVAssetsEOYAmt
Method Of Accounting Other	Yes (X)	MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$28,121	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$13,617	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$13,617	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$171,988	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$171,988	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$373,272	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$3,312,818	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$373,272	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$586,998	TotalRevAndExpnssAmt
Total Net Invst Incm	$558,877	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss	$78,496	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$39,248	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$39,248	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$34,600	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$17,300	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$17,300	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$33,007	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$33,007	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$7,352	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$252	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$111,261	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$77,000	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$34,261	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$264,716	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$166,807	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$90,809	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$333,121	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$333,121	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$597,837	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$166,807	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$423,930	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$10,839	ExcessRevenueOverExpensesAmt
Net Investment Income	$392,070	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$34,829	CashBOYAmt
Cash EOY	$53,217	CashEOYAmt
Cash EOYFMV	$53,217	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$560,180	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$75,206	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$75,206	SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY	$341,764	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$196,105	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$198,904	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$3,408,827	CorporateStockBOYAmt
Corporate Stock EOY	$3,836,911	CorporateStockEOYAmt
Corporate Stock EOYFMV	$7,954,966	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$431,077	CorporateBondsBOYAmt
Corporate Bonds EOY	$604,399	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$610,696	CorporateBondsEOYFMVAmt
Total Assets BOY	$4,776,677	TotalAssetsBOYAmt
Total Assets EOY	$4,765,838	TotalAssetsEOYAmt
Total Assets EOYFMV	$8,892,989	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$4,776,677	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$4,765,838	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$4,776,677	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$4,765,838	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$4,776,677	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$4,765,838	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$4,776,677	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$10,839	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$4,765,838	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$4,765,838	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	MARKETABLE SECURITIES	PropertyDesc
Gross Sales Price	$3,312,818	GrossSalesPriceAmt
Cost Or Other Basis	$2,939,546	CostOrOtherBasisAmt
Gain Or Loss	$373,272	GainOrLossAmt
Gains Minus Excess Or Losses	$373,272	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$373,272	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$5,450	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$5,450	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$5,450	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$9,301	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	$9,301	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$3,851	OverpaymentAmt
Applied To ES Tax	$3,851	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	Yes (1)	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	NY	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	AILEEN L GOLDBERG	IndividualWithBooksNm
Phone	2128326644	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	100 JERICHO QUAD SUITE 214	AddressLine1Txt
City	JERICHO	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	117530000	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	Yes (1)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	0	ActsFailToQlfyAsExceptionsInd
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 (8 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
ERIKA K ARON
100 JERICHO QUARDRANGLE SUITE 214	JERICHO	NY	11753	PRESIDENT AND DIRECTOR	1.00	$0	$0	$0
SEAN P ARON
100 JERICHO QUARDRANGLE SUITE 214	JERICHO	NY	11753	FIRST VICE-PRESIDENT AND DIRECTOR	1.00	$0	$0	$0
ROBERT ARON
100 JERICHO QUARDRANGLE SUITE 214	JERICHO	NY	11753	SECOND VICE-PRESIDENT AND DIRECTOR	1.00	$0	$0	$0
CHARLES R SCHULMAN
100 JERICHO QUARDRANGLE SUITE 214	JERICHO	NY	11753	SECRETARY AND DIRECTOR	1.00	$0	$0	$0
AILEEN L GOLDBERG
100 JERICHO QUARDRANGLE SUITE 214	JERICHO	NY	11753	TREASURER AND DIRECTOR	1.00	$0	$0	$0
HANS G JEPSON
100 JERICHO QUARDRANGLE SUITE 214	JERICHO	NY	11753	DIRECTOR	1.00	$0	$0	$0
ETTA BRANDMAN
100 JERICHO QUARDRANGLE SUITE 214	JERICHO	NY	11753	DIRECTOR	1.00	$0	$0	$0
ROSANNE DISPIRITO
100 JERICHO QUARDRANGLE SUITE 214	JERICHO	NY	11753	ASSISTANT TREASURER	1.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Service TypeServiceTypeTxt	CompensationCompensationAmt
LAFAYETTE ENTERPRISES INC
100 JERICHO QUADRANGLE SUITE 214	JERICHO	NY	11753	SUPPORT SERVICES	$110,000
PATTERSON BELKNAP WEBB & TYLER LLP
1133 6TH AVENUE	NEW YORK	NY	10036	LEGAL SERVICES	$78,496

Field	Value	IRS element (for citing)
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	$8,445,773	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$360,145	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$8,805,918	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$8,805,918	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$132,089	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$8,673,829	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$433,691	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$433,691	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$5,450	TaxBasedOnInvestmentIncomeAmt
Total Tax	$5,450	TotalTaxAmt
Distributable Before Adj	$428,241	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$428,241	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$428,241	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$423,930	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$423,930	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$428,241	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$349,671	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$332,141	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$281,401	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$119,639	ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov	$1,082,852	TotalExcessDistributionCyovAmt
Qualifying Distributions	$423,930	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$423,930	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$4,311	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$4,311	ExcessDistributionCyovAppCYAmt
Total Corpus	$1,078,541	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	$345,360	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$733,181	ExcessDistriCyovToNextYrAmt
Excess From Year4	$332,141	ExcessFromYear4Amt
Excess From Year3	$281,401	ExcessFromYear3Amt
Excess From Year2	$119,639	ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
AMERICAN RED CROSS - PALM BEACH CHAPTER
1250 NORTHPOINT PARKWAY	WEST PALM BEACH	FL	33407	NONE	PC	GENERAL USE	$22,570
ARTIS-NAPLES
5833 PELICAN BAY BLVD	NAPLES	FL	34108	NONE	PC	GENERAL USE	$25,000
BAKER SENIOR CENTER NAPLES INC
6200 AUTUMN OAKS LANE	NAPLES	FL	34119	NONE	PC	GENERAL USE	$5,000
BOOKS FOR COLLIER KIDS INC
400 5TH AVENUE SOUTH	NAPLES	FL	34102	NONE	PC	GENERAL USE	$10,000
COMMUNITY SCHOOL OF NAPLES INC
13275 LIVINGSTON ROAD	NAPLES	FL	34109	NONE	PC	GENERAL USE	$25,000
FOOD FORWARD INC
7412 FULTON AVENUE SUITE 3	NORTH HOLLYWOOD	CA	91605	NONE	PC	GENERAL USE	$63,000
FRIENDS OF WWOZ INC
PO BOX 51840	NEW ORLEANS	LA	70151	NONE	SO I	GENERAL USE	$10,000
HOSPITAL FOR SPECIAL SURGERY FUND INC
535 EAST 70TH STREET	NEW YORK	NY	10021	NONE	PC	GENERAL USE	$12,500
KADE'S KAMPERS
6608 NW 42ND WAY	BOCA RATON	FL	33496	NONE	PC	GENERAL USE	$5,000
LEE HEALTH FOUNDATION - GOLISANO CHILDREN'S HOSPITAL
16451 HEALTHPARK COMMONS DR	FORT MEYERS	FL	33908	NONE	PC	GENERAL USE	$5,000
LIVELIKECRAZY INC
1250 NORTHPOINT PARKWAY	NORTH PALM BEACH	FL	33408	NONE	PC	GENERAL USE	$4,000
LOS ANGELES FIRE DEPARTMET FOUNDATION
1700 STADIUM WAY 100	LOS ANGELES	CA	90012	NONE	PC	GENERAL USE	$10,000
MARYMOUNT SCHOOL OF NEW YORK
1026 FIFTH AVENUE	NEW YORK	NY	10028	NONE	PC	GENERAL USE	$5,000
NATIONAL FOOTBALL FOUNDATION AND COLLEGE HALL OF FAME INC
COLLIER COUNTY CHAPTER 3951 GULF	NAPLES	FL	34103	NONE	PC	GENERAL USE	$10,000	SHORE BLVD N STE 101
NEW YORK YACHT CLUB FOUNDATION
37 WEST 44TH STREET	NEW YORK	NY	10036	NONE	PC	GENERAL USE	$18,500
NEW YORK YOUTH SYMPHONY INC
110 WEST 40TH STREET	NEW YORK	NY	10018	NONE	PC	GENERAL USE	$2,500
SAINT DAVIDS SCHOOL
12 EAST 89TH STREET	NEW YORK	NY	101280678	NONE	PC	GENERAL USE	$10,000
THE SOCIAL GIVING NETWORK
2424 BROADWAY 244	NEW YORK	NY	10024	NONE	PC	GENERAL USE	$20,051
WARRIOR HOMES OF COLLIER
PO BOX 10434	NAPLES	FL	34101	NONE	PC	GENERAL USE	$10,000
WORLD CENTRAL KITCHEN INC
PO BOX 96538	WASHINGTON	DC	20090	NONE	PC	GENERAL USE	$10,000
YALE UNIVERSITY (YALE SCHOOL OF MEDICINE)
PO BOX 7611	NEW HAVEN	CT	065190611	NONE	PC	GENERAL USE	$50,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$333,121	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	$13,617	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$171,988	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$373,272	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$558,877	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$558,877	TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Person ContributionPersonContributionInd
LAFAYETTE ENTERPRISES INC
1	100 JERICHO QUADRANGLE SUITE 214	JERICHO	NY	11753	$15,000	Yes (X)
SEAN ARON
2	3769 WHITESPEAK DRIVE	SHERMAN OAKS	CA	91403	$13,000	Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EISNERAMPER LLP	$29,820	$14,910	$14,910
EISNER ADVISORY GROUP LLC	$4,780	$2,390	$2,390

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

Field	Value	IRS element (for citing)
Form And Line Reference	FORM 990-PF, PART VI-B, LINE 1(A)4 AND PART VII	FormAndLineReferenceDesc
Medium Explanation	AGREEMENT WITH MANAGEMENT COMPANY:THE FOUNDATION HAS AN AGREEMENT WITH A MANAGMENT COMPANY, WHICH ISOWNED BY CERTAIN MEMBERS OF THE BOARD OF DIRECTORS OF THE FOUNDATION,FOR REASONABLE AND NECESSARY SERVICES PROVIDED WHICH ARE NEEDED TOACCOMPLISH THEIR MISSION.THE MANAGEMENT COMPANY DOES NOT COMPENSATE ANY OF THE INDIVIDUAL BOARDMEMBERS OR OFFICERS FOR THE SERVICES PROVIDED TO THE FOUNDATION.	MediumExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (10 entries)

BondBondNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
AMAZON.COM INC. 4.550%, DUE 12/1/2027	$30,012	$30,496
AMERICAN TOWER CORP 3.375%, DUE 10/15/2026	$77,220	$79,579
DOLLAR TREE INC. 4.200%, DUE 5/15/2028	$79,411	$80,048
EQUIFAX INC. 5.100%, DUE 12/15/2027	$81,315	$81,528
LOWES COS INC. 3.650%, DUE 4/5/2029	$78,929	$79,012
NETFLIX INC 4.375%, DUE 11/15/2026	$80,378	$80,411
NEXTERA ENERGY CAPITAL HOLDINGS INC. 3.550%, DUE 5/1/2027	$29,526	$29,833
VMWARE LLC 3.900%, DUE 8/21/2027	$79,409	$80,028
WEC ENERGY GROUP INC. 4.750%, DUE 1/9/2026	$29,811	$30,003
WORKDAY INC. 3.500%, DUE 4/1/2027	$38,388	$39,758

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
AMAZON.COM INC.	$353,317	$380,853
AMPHENOL CORP CL A	$16,934	$1,243,288
BROOKFIELD CORP.	$160,845	$314,897
CME GROUP INC.	$117,506	$592,584
HOME DEPOT INC.	$255,524	$233,988
MICROSOFT CORP.	$377,165	$604,525
MOODYS CORP.	$39,904	$740,733
MSCI INC. CL A	$82,696	$487,670
NEXTERA ENERGY INC.	$294,797	$447,160
SALESFORCE INC.	$202,948	$225,173
SYNOPSYS INC.	$378,598	$333,501
THERMO FISHER SCIENTIFIC INC.	$221,240	$260,752
VERISK ANALYTICS, INC. CL A	$53,472	$452,972
VISA INC. CL A	$277,155	$496,255
ZOETIS INC. CL A	$53,460	$226,476
BANK OF AMERICA CORP. PREFERRED STOCK	$138,909	$134,946
CITIGROUP INC. PREFERRED STOCK	$167,584	$172,172
JPMORGAN CHASE & CO. PREFERRED STOCK	$644,857	$607,021

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$196,105	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$198,904	USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY	$0	StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV	$0	StateLocalSecEOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	PATTERSON BELKNAP WEBB & TYLER LLP	CategoryTxt
Legal Fees	$78,496	LegalFeesAmt
Net Investment Income	$39,248	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$39,248	DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PROFESSIONAL SUPPORT SERVICES	$110,000	$77,000	$33,000
NEW YORK STATE FILING FEES	$250	$0	$250
OTHER BUSINESS EXPENSES	$1,011	$0	$1,011

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NEUBERGER BERMAN - INVESTMENT ADVISORY FEES	$33,000	$33,000	$0
OTHER FEES	$7	$7	$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAXES PAID	$7,100	$0	$0
FOREIGN TAXES PAID	$252	$252	$0