THE SUDLER FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE SUDLER FOUNDATION (EIN 22-6423710)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-14
- IRS object ID
- 202441359349103624
- Schema version
- 2023v5.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T12:32:41-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 SYLVAN WAY | AddressLine1Txt |
| City | PARSIPPANY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070543801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 226423710 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SUDLER FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O SUDLER MANAGEMENT CORP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUDL | BusinessNameControlTxt |
| Phone | 9732570700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 GREEN VILLAGE ROAD PO BOX 39 | AddressLine1Txt |
| City | CHATHAM | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 079280039 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER SUDLER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9732570700 | PhoneNum |
| Signature | 2024-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PETER | PersonFirstNm |
| Person Last | SUDLER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS CIMOCHOWSKI | PreparerPersonNm |
| PTIN | P01397609 | PTIN |
| Phone | 9732283500 | PhoneNum |
| Preparation | 2024-05-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,309,213 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,100,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $285,210 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $285,210 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$19,090 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,487,200 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,366,120 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $285,210 | 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 | $5,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $94,068 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $94,068 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $30 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $30 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $372 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $372 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $55 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $55 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $100,025 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $97,220 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,805 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $894,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $894,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $994,075 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $97,220 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $896,855 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $372,045 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $187,990 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,794,076 | CashBOYAmt |
| Cash EOY | $4,935,997 | CashEOYAmt |
| Cash EOYFMV | $4,935,997 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $435,963 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $483,015 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $483,015 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $6,350,191 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,533,263 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,890,201 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,580,230 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,952,275 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,309,213 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $11,580,230 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $11,952,275 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,580,230 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,952,275 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,580,230 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,952,275 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,580,230 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $372,045 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,952,275 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,952,275 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SHORT TERM BNY SELECT | P | $86,239 | $111,438 | -$25,199 | -$25,199 |
| LONG TERM BNY SELECT | P | $25,624 | $24,639 | $985 | $985 |
| BNY HS MGMT SHORT TERM | P | $299,131 | $288,739 | $10,392 | $10,392 |
| BNY HS MGMT LONG TERM | P | $346,745 | $315,266 | $31,479 | $31,479 |
| BNY # SXIF105100, UMF-901044 SHORT | P | $512,681 | $593,709 | -$81,028 | -$81,028 |
| BNY # SXIF105100, UMF-901044 LONG | P | $1,216,048 | $1,172,499 | $43,549 | $43,549 |
| CAPITAL GAINS DIVIDENDS | P | $732 | $732 | $732 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$19,090 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,613 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,613 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,613 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $153 | EsPenaltyAmt |
| Tax Due | $2,766 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PETER SUDLER | IndividualWithBooksNm |
| Phone | 9732570700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 GREEN VILLAGE ROAD PO BOX 39 | AddressLine1Txt |
| City | CHATHAM | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07928 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER SUDLER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 GREEN VILLAGE ROAD PO BOX 39 | AddressLine1Txt |
| City | CHATHAM | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 079280039 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BNY MELLON | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2034 | AddressLine1Txt |
| City | JERSEY CITY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07303 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $78,644 | CompensationAmt |
| 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 | $8,165,693 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,768,267 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,933,960 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,933,960 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $194,009 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,739,951 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $636,998 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $636,998 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,613 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,613 | TotalTaxAmt |
| Distributable Before Adj | $634,385 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $634,385 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $634,385 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $896,855 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $896,855 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $634,385 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $133,320 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $133,320 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $896,855 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $634,385 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $262,470 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $395,790 | 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 | $395,790 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $133,320 | ExcessFromYear3Amt |
| Excess From Current Year | $262,470 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PETER D SUDLER CO SUDLER MANAGMEMEN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 GREEN VILLAGE ROAD PO BOX 39 | AddressLine1Txt |
| City | CHATHAM | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 079280039 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9732570700 | RecipientPhoneNum |
| Form And Info And Materials | LETTER CONTAINING STATEMENT OF PROGRAM, AMOUNT OF FUNDING REQUESTED, AND A BRIEF DESCRIPTION OF ORGANIZATION MAKING THE REQUEST. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THE FOUNDATION DOES NOT PLAN TO MAKE GRANTS TO INDIVIDUALS OR ORGANIZATIONS CONSIDERED TO BE PRIVATE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALBERT ELNSTEIN COLLEGE OF MEDICINE | ||||||
| 1300 MORRIS PARK AVENUE | BRONX | NY | 10461 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $1,000 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | ||||||
| 20 WEST 36TH STREET SUITE 1100 | NEW YORK | NY | 10018 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $250,000 |
| ANDY BOVIN MEMORIAL FUND CO OVERLOOK FOUNDATION | ||||||
| 36 UPPER OVERLOOK ROAD | SUMMIT | NJ | 079013547 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $1,800 |
| BLADDER CANCER ADVOCACY NETWORK | ||||||
| 4520 EAST-WEST HIGHWAY SUITE 610 | BETHESDA | MD | 20814 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $500 |
| BONNIE BRAE FOUNDATION | ||||||
| 3415 VALLEY ROAD | LIBERTY CORNER | NJ | 079380825 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $5,000 |
| BREAST CANCER RESEARCH FOUNDATION | ||||||
| 60 EAST 56 STREET 8TH FLOOR | NEW YORK | NY | 10022 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $20,000 |
| CHRIST CHURCH | ||||||
| 140 GREEN POND ROAD | ROCKAWAY | NJ | 07866 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $500 |
| CLOTHES TO KIDS INC | ||||||
| 1059 NORTH HERCULES AVENUE | CLEARWATER | FL | 33765 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $2,500 |
| DAUGHTERS OF ISRAEL | ||||||
| 1155 PLEASANT VALLEY WAY | WEST ORANGE | NJ | 07052 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $5,000 |
| DAY BEFORE THE RAINBOW RESCUE | ||||||
| 8 SPRING SKY COURT | TAYLORS | SC | 296877301 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $1,500 |
| EAST HILLSBOROROUGH LAW ENFORCEMENT | ||||||
| P O BOX 4807 | PLANT CITY | FL | 33564 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $10,000 |
| FAR HILLS COUNTRY DAY SCHOOL | ||||||
| 697 US-202 | FAR HILLS | NJ | 07931 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $30,000 |
| FORDHAM UNIVERSITY | ||||||
| 45 COLUMBUS AVENUE 8TH FLOOR | NEW YORK | NY | 10019 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $101,500 |
| FOUNDATION FOR MORRISTOWN MEDICAL CENTER | ||||||
| 475 SOUTH STREET | MORRISTOWN | NJ | 07960 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $100,000 |
| FREINDSHIP CIRCLE | ||||||
| 10 MICROLAB ROAD | LIVINGSTON | NJ | 07039 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $1,000 |
| FRIEND OF THE ISRAEL DEFENCE FORCE | ||||||
| P O BOX 4224 | NEW YORK | NY | 10163 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $250,000 |
| JEWISH HELPING HANDS CO YAD SOFFIN FOUNDATION | ||||||
| 90 RIVERSIDE DRIVE APT 4C | NEW YORK | NY | 100242102 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $5,000 |
| JEWISH VOCATIONAL SERVICE | ||||||
| 354 EISENHOWER PARKWAY SOUTH | LIVINGSTON | NJ | 07039 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $1,500 |
| LAWYERS FOR CHILDREN INC | ||||||
| 110 LAFAYETTE STREET 8TH FLOOR | NEW YORK | NY | 10013 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $500 |
| LIFE CAMP | ||||||
| 310 SOUTH STREET 4 | MORRISTOWN | NJ | 07960 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $17,000 |
| MAKE A WISH FOUNDATION | ||||||
| 1384 PERRINEVILLE ROAD | MONROE TOWNSHIP | NJ | 08831 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $250 |
| MANE STREAM | ||||||
| P O BOX 305 | OLDWICK | NJ | 08858 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $10,000 |
| MARCH OF DIMES | ||||||
| 1550 CYRSTAL DRIVE SUITE 1300 | ARLINGTON | VA | 22202 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $5,000 |
| MARK SCHONWETTER HOLOCAUST EDUCATION FOUNDATION | ||||||
| 184 SOUTH LIVINGSTON AVE SUITE 349 | LIVINGSTON | NJ | 07039 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $1,000 |
| MATHENY MEDICAL & EDUCATIONAL CENTER | ||||||
| P O BOX 339 65 HIGHLAND AVENUE | PEAPACK | NJ | 07977 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $500 |
| MERCY HOUSE OF THE SOUTHERN TI | ||||||
| 212 NORTH MCKINLEY AVENUE | ENDICOTT | NY | 13760 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $500 |
| NATIONAL MEDAL OF HONOR MUSEUM | ||||||
| 1717 EAST RANDOL ROAD | ARLINGTON | TX | 76011 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $15,000 |
| NATIONAL WW II MUSEUM | ||||||
| 945 MAGAZINE STREET | NEW ORLEANS | LA | 701303813 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $10,000 |
| OPPORTUNITY PROJECT INC | ||||||
| 60 EAST WILLOW STREET | MILLBURN | NJ | 07041 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $16,500 |
| PAN-MASS CHALLENGE | ||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $1,000 |
| PECONIC HOCKEY FOUNDATION | ||||||
| PO BOX 374 | WADING RIVER | NY | 11792 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $10,000 |
| PRESCHOOL ADVANTAGE INC | ||||||
| 25 LINDSLEY DRIVE SUITE 307 | MORRISTOWN | NJ | 07960 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $5,000 |
| SEED | ||||||
| 494 BROAD STREET SUITE 105 | NEWARK NJ | NY | 07102 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $250 |
| ST HUBERTS ANIMAL WELFARE CENTER | ||||||
| 573 WOODLAND AVENUE P O BOX 159 | MADISON | NJ | 079400159 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $2,750 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $5,000 |
| ST PATRICK'S DAY PARADE MORRIS COUNTY | ||||||
| P O BOX 400 | BROOKSIDE | NJ | 079260400 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $250 |
| THE PECK SCHOOL | ||||||
| 247 SOUTH STREET | MORRISTOWN | NJ | 07960 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $1,500 |
| TUNNEL TO TOWERS FOUNDATION | ||||||
| 2361 HLYAN BLVD | STATEN ISLAND | NY | 10306 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $250 |
| ZOOLOGICAL SOCIETY OF NJ | ||||||
| 560 NORTHFIELD AVENUE | WEST ORANGE | NJ | 07052 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $894,050 | 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 | $285,210 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$19,090 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $266,120 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $266,120 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE LEAD TRUST ARTICLE 2AB CLAIRE SUDLER 2003 TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O SUDLER MGMT 245 GREEN VILLAGE R | AddressLine1Txt |
| City | CHATHAM | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 079280039 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $5,500 | Amt |
| Net Investment Income | $2,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,750 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BNY MELLON - SECURITIES | AT COST | $5,565,409 | $7,778,084 |
| BNY HS MANAGEMENT AJQ-001792-SECURITIES | AT COST | $967,854 | $1,112,117 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NJ FILING FEE | Desc |
| Revenue And Expenses Per Books | $55 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $55 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY CUSTODIAN FEES | CategoryTxt |
| Amt | $94,068 | Amt |
| Net Investment Income | $94,068 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $372 | Amt |
| Net Investment Income | $372 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |