NAGEL-GOODMAN FOUNDATION TR: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- NAGEL-GOODMAN FOUNDATION TR (EIN 81-7124990)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-07-22
- IRS object ID
- 202622039349100002
- Schema version
- 2025v4.2
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-22T07:29:37-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 223123305 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEISEL TUTEUR & LEWIS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 EISENHOWER PARKWAY | AddressLine1Txt |
| City | ROSELAND | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070681086 | 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 | 817124990 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NAGEL-GOODMAN FOUNDATION TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NAGE | BusinessNameControlTxt |
| Phone | 9732023088 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 CHELSEA DRIVE | AddressLine1Txt |
| City | LIVINGSTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07039 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARLA NAGEL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9732023088 | PhoneNum |
| Signature | 2026-06-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHRYN BEWALDER CPA | PreparerPersonNm |
| PTIN | P01600199 | PTIN |
| Phone | 9732284600 | 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 | $1,143,375 | 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 |
| Dividends Rev And Expnss | $11,708 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,708 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $27,840 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $44,236 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $27,840 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $39,548 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $39,548 | 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 |
| Accounting Fees Rev And Expnss | $2,909 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,454 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,455 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $7,693 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,602 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,454 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,455 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $54,497 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $54,497 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $65,099 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,454 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $55,952 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$25,551 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $38,094 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,238 | CashBOYAmt |
| Cash EOY | $4,543 | CashEOYAmt |
| Cash EOYFMV | $4,543 | CashEOYFMVAmt |
| Corporate Stock BOY | $287,716 | CorporateStockBOYAmt |
| Corporate Stock EOY | $273,231 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,138,832 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $302,954 | TotalAssetsBOYAmt |
| Total Assets EOY | $277,774 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,143,375 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $302,954 | RetainedEarningBOYAmt |
| Retained Earning EOY | $277,774 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $302,954 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $277,774 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $302,954 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $277,774 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $302,954 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$25,551 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,911 | OtherIncreasesAmt |
| Subtotal | $279,314 | SubtotalAmt |
| Other Decreases | $1,540 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $277,774 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ALPHABET INC | P | 2024-02-02 | 2025-12-01 | $6,330 | $2,869 | $3,461 | $3,461 |
| ARISTA NETWORKS INC COM NEW | P | 2022-08-05 | 2025-12-01 | $3,206 | $785 | $2,421 | $2,421 |
| AUTOMATIC DATA PROCESSING INC COMMON | P | 2020-03-04 | 2025-12-01 | $3,853 | $2,457 | $1,396 | $1,396 |
| COSTCO WHOLESALE | P | 2018-04-02 | 2025-12-01 | $4,559 | $929 | $3,630 | $3,630 |
| HOME DEPOT INC | P | 2020-11-12 | 2025-12-01 | $1,798 | $1,390 | $408 | $408 |
| MICROSOFT CORP COM | P | 2022-08-10 | 2025-12-01 | $4,880 | $2,893 | $1,987 | $1,987 |
| QUALCOMM INC | P | 2024-02-02 | 2025-12-01 | $1,680 | $1,419 | $261 | $261 |
| VISA INC | P | 2015-01-07 | 2025-12-01 | $4,982 | $975 | $4,007 | $4,007 |
| CME GROUP INC | P | 2003-11-11 | 2025-12-01 | $5,605 | $272 | $5,333 | $5,333 |
| METTLER-TOLEDO INTL INC | P | 2010-01-25 | 2025-12-01 | $7,343 | $2,407 | $4,936 | $4,936 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $27,840 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $530 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $530 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $530 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $960 | 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 | $960 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $430 | OverpaymentAmt |
| Applied To ES Tax | $430 | 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 | 0 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9732023088 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 CHELSEA DRIVE | AddressLine1Txt |
| City | LIVINGSTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07039 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| MARLA NAGEL | ||||||||
| 3 CHELSEA DRIVE | LIVINGSTON | NJ | 07039 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| BRUCE NAGEL | ||||||||
| 3 CHELSEA DRIVE | LIVINGSTON | NJ | 07039 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| 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 | $1,095,235 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,303 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,108,538 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,108,538 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,628 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,091,910 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $54,596 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $54,596 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $530 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $530 | TotalTaxAmt |
| Distributable Before Adj | $54,066 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $54,066 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $54,066 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $55,952 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $55,952 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $54,066 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $3,610 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $6,295 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,905 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $55,952 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $54,066 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,886 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $11,791 | 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 | $11,791 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,610 | ExcessFromYear4Amt |
| Excess From Year1 | $6,295 | ExcessFromYear1Amt |
| Excess From Current Year | $1,886 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARLA NAGEL | ContributingManagerNm |
| Contributing Manager | BRUCE NAGEL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ADL | ||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | PC | FINANCIAL ASSISTANCE | $2,500 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | ||||||
| 20 W 36TH STREET SUITE 1100 | NEW YORK | NY | 10018 | PC | FINANCIAL ASSISTANCE | $2,500 |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC | ||||||
| 220 EAST 42ND ST SUITE 400 | NEW YORK | NY | 10017 | PC | FINANCIAL ASSISTANCE | $1,500 |
| ASPCA | ||||||
| 424 EAST 92ND STREET | NEW YORK | NY | 10128 | PC | FINANCIAL ASSISTANCE | $1,000 |
| EPI4DOGS FOUNDATION INC | ||||||
| 400 BLOSSOM TREE LANE SE | BOLIVIA | NC | 28422 | PC | FINANCIAL ASSISTANCE | $1,250 |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | ||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | PC | FINANCIAL ASSISTANCE | $2,500 |
| GUIDING EYES FOR THE BLIND INC | ||||||
| 611 GRANITE SPRINGS ROAD | YORKTOWN HEIGHTS | NY | 10598 | PC | FINANCIAL ASSISTANCE | $1,000 |
| JEWISH FEDERATION OF GREATER METROWEST NJ | ||||||
| 901 ROUTE 10 PO BOX 929 | WHIPPANY | NJ | 07981 | PC | FINANCIAL ASSISTANCE | $20,000 |
| LUPUS RESEARCH ALLIANCE | ||||||
| 270 MADISON AVENUE SUITE 300 | NEW YORK | NY | 10016 | PC | FINANCIAL ASSISTANCE | $10,000 |
| MARLA SUE GOLDEN PHILANTHROPIC FOUNDATION | ||||||
| 209 SEAWANE PLACE | HEWLETT | NY | 11557 | PC | FINANCIAL ASSISTANCE | $188 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | ||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | PC | FINANCIAL ASSISTANCE | $1,000 |
| MT PLEASANT ANIMAL SHELTER | ||||||
| 194 STATE ROUTE 10 WEST | EAST HANOVER | NJ | 07936 | PC | FINANCIAL ASSISTANCE | $1,000 |
| NORTH SHORE ANIMAL LEAGUE AMERICA | ||||||
| 25 DAVIS AVE | PORT WASHINGTON | NY | 11050 | PC | FINANCIAL ASSISTANCE | $1,000 |
| TEMPLE BETH SHALOM | ||||||
| 193 EAST MOUNT PLEASANT AVENUE | LIVINGSTON | NJ | 07039 | PC | FINANCIAL ASSISTANCE | $4,259 |
| TEMPLE EMANU-EL OF CLOSTER | ||||||
| 180 PIERMONT ROAD | CLOSTER | NJ | 07624 | PC | FINANCIAL ASSISTANCE | $2,200 |
| WOUNDED WARRIOR PROJECT | ||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | PC | FINANCIAL ASSISTANCE | $2,500 |
| LIVINGSTON FIRE AIDE SQUAD | ||||||
| 62 S LIVINGSTON AVENUE | LIVINGSTON | NJ | 07039 | PC | FINANCIAL ASSISTANCE | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $54,497 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,708 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $27,840 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $39,548 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $39,548 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | N/A |
| 8 | N/A |
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 AND TAX PREPARATION FEES | CategoryTxt |
| Amt | $2,909 | Amt |
| Net Investment Income | $1,454 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,455 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $273,231 | EOYBookValueAmt |
| EOYFMV | $1,138,832 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FEDERAL TAXES - 2024 BALANCE DUE | $580 |
| FEDERAL TAXES - 2025 ESTIMATED TAX | $960 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BNY MELLON - INVESTMENT FEES | $7,683 | $0 | $0 |
| BANK FEES | $5 | $0 | $0 |
| NJ REGISTRATION FEE | $5 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR COST BASIS ADJUSTMENT | Desc |
| Amt | $1,911 | Amt |