NORMAN & BETTINA ROBERTS FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- NORMAN & BETTINA ROBERTS FOUNDATION INC (EIN 13-3702467)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-04
- IRS object ID
- 202530949349100308
- Schema version
- 2024v5.1
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-04T08:21:06-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Barbara Briglio Finizio | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3263 NW 61st Street | AddressLine1Txt |
| City | Boca Raton | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33496 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133702467 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Norman & Bettina Roberts Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORM | BusinessNameControlTxt |
| Phone | 5613500008 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 65 Lawrence Street | AddressLine1Txt |
| City | Hillsdale | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07642 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Serina Canciglia | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 5613500008 | PhoneNum |
| Signature | 2025-03-24 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Barbara Briglio Finizio | PreparerPersonNm |
| PTIN | P02460238 | PTIN |
| Preparation | 2025-04-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $8,417,861 | 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 | $6,258 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $361,360 | DividendsRevAndExpnssAmt |
| Net Gain Sale Ast Rev And Expnss | $394,464 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,185,755 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $63,006 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $825,088 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $40,000 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $147,414 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $0 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $10,439 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $12,205 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $210,058 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $541,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $541,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $751,058 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $541,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $74,030 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,733 | CashBOYAmt |
| Cash EOY | $2,125 | CashEOYAmt |
| Cash EOYFMV | $2,125 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $35,215 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $37,733 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $50,341 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $5,388,446 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,816,760 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,404,452 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,832,117 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,095,677 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,632,308 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $1,810,363 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,196,717 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,328,635 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $108 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,074,982 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,149,012 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,417,861 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $9,074,982 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $9,149,012 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,074,982 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,149,012 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,074,982 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,149,012 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,074,982 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $74,030 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,149,012 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,149,012 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $0 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
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 | false | 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 | Barbara Briglio Finizio | IndividualWithBooksNm |
| Phone | 5613500008 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3263 NW 61st Street | AddressLine1Txt |
| City | Boca Raton | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33496 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| Serina Canciglia | ||||||||
| 65 Lawrence Street | Hillsdale | NJ | 07642 | Trustee & President | 5.00 | $0 | $0 | $0 |
| Avi Scheck | ||||||||
| 65 Lawrence Street | Hillsdale | NJ | 07642 | Trustee | 3.00 | $0 | $0 | $0 |
| John Diprato | ||||||||
| 65 Lawrence Street | Hillsdale | NJ | 07642 | Trustee | 3.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,365,395 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $50,341 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,415,736 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $8,415,736 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $126,236 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,289,500 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $414,475 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $414,475 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $414,475 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $414,475 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $414,475 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $541,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $541,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $414,475 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $85,889 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $51,805 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $169,215 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $122,084 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $66,769 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $495,762 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $541,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $414,425 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $126,575 | RemainingDistriFromCorpusAmt |
| Total Corpus | $622,337 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $50 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $85,889 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $536,448 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $51,805 | ExcessFromYear4Amt |
| Excess From Year3 | $169,215 | ExcessFromYear3Amt |
| Excess From Year2 | $122,084 | ExcessFromYear2Amt |
| Excess From Year1 | $66,769 | ExcessFromYear1Amt |
| Excess From Current Year | $126,575 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (61 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Ft Lee Regional | ||||||
| 210 Whiteman St | Ft Lee | NJ | 33301 | 501C3 | donation | $5,000 |
| The Friendship Circle | ||||||
| 1304 E Las Olas Blvd | Ft Lauderdale | FL | 33301 | 501C3 | donation | $7,500 |
| AMIT | ||||||
| 49 W 37th St 5th Floor | New York | NY | 10018 | 501C3 | donation | $5,000 |
| The Friendship Circle | ||||||
| 1304 E Las Olas Blvd | Ft Lauderdale | FL | 33301 | 501C3 | donation | $5,000 |
| The Buoniconti Fund | ||||||
| 1095 NW 14th Terrace | Miami | FL | 33136 | 501C3 | donation | $10,000 |
| Tackle Kids Cancer | ||||||
| 160 Essex St | Lodi | NJ | 07644 | 501C3 | donation | $2,500 |
| Sea Ranch Lakes Police | ||||||
| 1 Gatehouse Road | Ft Lauderdale | FL | 33308 | 501C3 | donation | $1,000 |
| Lung Cancer Research | ||||||
| 3650 Club Place | Boca Raton | FL | 33496 | 501C3 | donation | $1,000 |
| Place of Hope Inc | ||||||
| 9078 Isaiah Lane | Palm Beach Gardens | FL | 33418 | 501C3 | donation | $4,000 |
| Montavale Evangelical | ||||||
| 141 W Grand Ave | Montvale | NJ | 07645 | 501C3 | donation | $5,000 |
| Khaladath Jeshurn | ||||||
| 85 Bennett Ave | New York | NY | 10033 | 501C3 | donation | $2,000 |
| Friendship Circle | ||||||
| 1304 E Las Olas Blvd | Ft Lauderdale | FL | 33301 | 501C3 | donation | $15,000 |
| Yeshiva Rabbi | ||||||
| 100 Bennett Ave | New York City | NY | 10033 | 501C3 | donation | $8,000 |
| Jewish Student Foundation | ||||||
| 400 Caswell Ave | Statin Island | NY | 10314 | 501C3 | donation | $5,000 |
| Yeshiva Shaarei | ||||||
| Grand Central Parkway | Forest Hills | NY | 11375 | 501C3 | donation | $5,000 |
| The Women's Network | ||||||
| 42 Broadway 1836 | New York City | NY | 10004 | 501C3 | donation | $5,000 |
| Congregation Yeshiva | ||||||
| 505 Beach 129th St | Rockaway Park | NY | 11694 | 501C3 | donation | $5,000 |
| Jewish Foundation School | ||||||
| 400 Caswell Ave | Statin Island | NY | 10314 | 501C3 | donation | $5,000 |
| Joseph and Malka Melohn | ||||||
| 9300 Bay Dr | Surfside | FL | 33154 | 501C3 | donation | $5,000 |
| Friendship Circle | ||||||
| 1304 E Las Olas Blvd | Ft Lauderdale | FL | 33301 | 501C3 | donation | $15,000 |
| Chabad At Tulane | ||||||
| 7033 Freet ST | New Orleans | LA | 70118 | 501C3 | donation | $5,000 |
| Chabad Lubavitch | ||||||
| 117 Remsen ST | Brooklyn | NY | 11201 | 501C3 | donation | $10,000 |
| St Anne's | ||||||
| 45 Water St | Brooklyn | NY | 11201 | 501C3 | donation | $5,000 |
| PEF Israel Endowment | ||||||
| 630 3rd Ave | New York City | NY | 10017 | 501C3 | donation | $5,000 |
| University Community Ctr | ||||||
| 137 E 2nd ST | New York City | NY | 10009 | 501C3 | donation | $5,000 |
| IL Circolo | ||||||
| 7411 Modena Dr | Boynton Beach | FL | 33437 | 501C3 | donation | $5,000 |
| Southern Methodist Univ | ||||||
| 6425 Boaz Lane | Dallas | TX | 75205 | 501C3 | donation | $15,000 |
| Friendship Circle | ||||||
| 1304 Las Olas Blvd | Ft Lauderdale | FL | 33301 | 501C3 | donation | $10,000 |
| Highpoint University | ||||||
| 1 University Parkway | High Point | NC | 27268 | 501C3 | donation | $15,000 |
| OLMC | ||||||
| 10 County Road | Tenafly | NJ | 07670 | 501C3 | donaton | $5,000 |
| St John's Academy | ||||||
| 460 Hillsdale Ave | Hillsdale | NJ | 07642 | 501C3 | donation | $10,000 |
| Manhattan Jewish Experience | ||||||
| 131 W 6th ST | New York City | NY | 10024 | 501C3 | donation | $5,000 |
| Church Alive | ||||||
| 15 Sylvan ST | Rutherford | NJ | 07070 | 501C3 | donation | $5,000 |
| Pitch in Foundation | ||||||
| PO Box 38 | Alpine | NJ | 07620 | 501C3 | donation | $5,000 |
| Tomche Shabbos | ||||||
| 6225 New Utrecht Ave | Brooklyn | NY | 11219 | 501C3 | donation | $5,000 |
| St Joan of Arc | ||||||
| 370 SW 3rd ST | Boca Raton | FL | 33432 | 501C3 | donation | $5,000 |
| Women's Rights Info | ||||||
| 108 W Palisade Ave | Englewood | NJ | 07631 | 501C3 | donation | $10,000 |
| Lower Manhattan Cultural | ||||||
| 125 Maiden Lane 2nd Floor | New York City | NY | 10038 | 501C3 | donation | $5,000 |
| Chai Lifeline Inc | ||||||
| 151 W 30th ST | New York City | NY | 10001 | 501C3 | donation | $12,500 |
| Bikur Cholim of Washingt | ||||||
| 600 W 169th St | New York City | NY | 10032 | 501C3 | donation | $10,000 |
| Bergen Family Center | ||||||
| 44 Armory St | Englewood | NJ | 07631 | 501C3 | donation | $5,000 |
| Yeshiva Shaarei Tzion | ||||||
| 75-24 Grand Central Pkway | Forest Hills | NY | 11375 | 501C3 | donation | $10,000 |
| Women in Distress | ||||||
| 1372 N State Road 7 | Margate | FL | 33063 | 501C3 | donation | $5,000 |
| Tomche Shabbos | ||||||
| 335 Building E Spook Rock Rd | Suffern | NY | 10901 | 501C3 | donaton | $5,000 |
| Friendship Circle | ||||||
| 1304 E Las Olas Blvd | Ft Lauderdale | FL | 33301 | 501C3 | donation | $25,000 |
| The School for Children | ||||||
| 641 Lexington Ave 15th Floor | New York City | NY | 10022 | 501C3 | donation | $10,000 |
| AMIT | ||||||
| 49 W 37th ST 5th Floor | New York City | NY | 10018 | 501C3 | donation | $10,000 |
| Yeshiva Torah | ||||||
| 425 E 9th ST | Brooklyn | NY | 11218 | 501C3 | donation | $10,000 |
| Symphony of the Americas | ||||||
| 2300 E Oakland Park Blvd | Ft Lauderdale | FL | 33306 | 501C3 | donation | $10,000 |
| MPB Fund | ||||||
| 1398 E 34th ST | Brooklyn | NY | 11210 | 501C3 | donation | $10,000 |
| Simchas Mayer Fund Inc | ||||||
| 1398 E 34th ST | Brooklyn | NY | 11210 | 501C3 | donation | $10,000 |
| Chasdei Lev | ||||||
| 3512 Quentin Road 200 | Brooklyn | NY | 11234 | 501C3 | donation | $10,000 |
| OHR Hatorah | ||||||
| 5407 16th Ave | Brooklyn | NY | 11204 | 501C3 | donation | $7,500 |
| Rabbi Jacob Joseph School | ||||||
| 4240 Amboy Rd | Staten Island | NY | 10308 | 501C3 | donation | $25,000 |
| Sheriff's Foundation | ||||||
| 101 N Pine Island Rd 201 | Plantation | FL | 33324 | 501C3 | donation | $10,000 |
| Jewish Foundation School | ||||||
| 400 Caswell Ave | Statin Island | NY | 10314 | 501C3 | donation | $25,000 |
| IL Circolo | ||||||
| 7411 Modena Dr | Boynton Beach | FL | 33437 | 501C3 | donation | $15,000 |
| Bobbie's Place | ||||||
| 1401 Locust Ave | Brooklyn | NY | 11230 | 501C3 | donation | $25,000 |
| St Anns Warehouse | ||||||
| 45 Water St | Brooklyn | NY | 11201 | 501C3 | donation | $10,000 |
| Broward Sheriff's Advisor | ||||||
| 1815 NW 51st PL Suite 1 | Ft Lauderdale | FL | 33309 | 501C3 | donation | $10,000 |
| Joseph and Malka Melohn | ||||||
| 9300 Bay Dr | Surfside | FL | 33154 | 501C3 | donation | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $541,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,258 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $361,360 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $63,006 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $394,464 | ExclusionAmt |
| Related Or Exempt Function Incm | $394,464 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $825,088 | ExclusionAmt |
| Related Or Exempt Function Incm | $394,464 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,219,552 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | The foundation trades and monitors its investment portfolio and makes adjustments as market conditions warrant. | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| Professional Accounting | $28,000 |
| Treasurer Fee Donations & Bill Pay | $12,000 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | Publicly Traded Securities | AssetDesc |
| Gross Sales Price | $8,185,755 | GrossSalesPriceAmt |
| Basis | $7,791,291 | BasisAmt |
| Total Net | $394,464 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Fixed Income | BondNm |
| EOY Book Value | $2,095,677 | EOYBookValueAmt |
| EOYFMV | $1,632,308 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Stocks and Options | StockNm |
| EOY Book Value | $5,816,760 | EOYBookValueAmt |
| EOYFMV | $5,404,452 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Mutual Funds and Other | CategoryOrItemTxt |
| Book Value | $1,196,717 | BookValueAmt |
| EOYFMV | $1,328,635 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| Postage | $674 |
| Taxes | $638 |
| Filing Fee | $250 |
| Misc | $3,610 |
| Telephone & Internet | $5,334 |
| Check Issuance Fee | $1,699 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Partnership Distributions, CG distributions etc | Desc |
| Revenue And Expenses Per Books | $63,006 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Advisory Portfolio Management | CategoryTxt |
| Amt | $147,414 | Amt |