JOSEPH & ARLENE TAUB FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH & ARLENE TAUB FOUNDATION (EIN 22-6104545)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-07-01
- IRS object ID
- 202411839349100406
- Schema version
- 2023v5.1
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-01T09:20:34-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221732349 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISS & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CAMPUS DRIVE | AddressLine1Txt |
| City | FLORHAM PARK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07932 | 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 | 226104545 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH & ARLENE TAUB FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 9739949400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO WISS 100 CAMPUS DRIVE 400 | AddressLine1Txt |
| City | FLORHAM PARK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07932 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELLE TESSER | PersonNm |
| Person Title | SECRETARY-TREASURER | PersonTitleTxt |
| Phone | 9736765080 | PhoneNum |
| Signature | 2024-06-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHELLE | PersonFirstNm |
| Person Last | TESSER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN KERRIGAN | PreparerPersonNm |
| PTIN | P00256657 | PTIN |
| Phone | 9739949400 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | 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 | $24,204,693 | 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 | $505,281 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $512,569 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $302,401 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,984,527 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $302,401 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $807,682 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $814,970 | 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 | $33,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $16,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $16,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $210,686 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $210,211 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $475 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,975 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,842 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $69 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $45 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $255,230 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $229,848 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,225 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,097,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,097,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,352,730 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $229,848 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,114,725 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$545,048 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $585,122 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $84,389 | CashBOYAmt |
| Cash EOY | $52,844 | CashEOYAmt |
| Cash EOYFMV | $52,844 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $211,156 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $280,272 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $280,272 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $25,165 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $17,032 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $17,032 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $13,453,228 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,657,958 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,861,732 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $8,914,829 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,128,833 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,992,813 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $22,688,767 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,136,939 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,204,693 | 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 | $22,688,767 | RetainedEarningBOYAmt |
| Retained Earning EOY | $22,136,939 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,688,767 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,136,939 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,688,767 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,136,939 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,688,767 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$545,048 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $22,143,719 | SubtotalAmt |
| Other Decreases | $6,780 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $22,136,939 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (76 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 449 SHS MASTERCARD INC | P | 2021-08-24 | 2023-12-05 | $180,247 | $163,922 | $16,325 | $16,325 |
| 33 SHS MASTERCARD INC | P | 2021-09-13 | 2023-11-20 | $13,248 | $11,596 | $1,652 | $1,652 |
| 15 SHS MASTERCARD INC | P | 2021-09-23 | 2023-11-20 | $6,022 | $5,185 | $837 | $837 |
| 458 SHS MASTERCARD INC | P | 2021-11-05 | 2023-11-20 | $183,860 | $156,874 | $26,986 | $26,986 |
| 51 SHS MASTERCARD INC | P | 2021-11-09 | 2023-11-20 | $20,474 | $17,740 | $2,734 | $2,734 |
| 1329 SHS ROCKWELL AUTOMATION | P | 2022-03-08 | 2023-11-20 | $360,860 | $363,888 | -$3,028 | -$3,028 |
| 1 SHS AMGEN | P | 2021-01-15 | 2023-10-05 | $264 | $241 | $23 | $23 |
| 1214 SHS APPLE | P | 2021-01-15 | 2023-10-05 | $210,771 | $157,869 | $52,902 | $52,902 |
| 5548 SHS COCA COLA | P | 2021-01-15 | 2023-10-05 | $300,528 | $272,010 | $28,518 | $28,518 |
| 176 SHS COCA COLA | P | 2021-02-05 | 2023-10-05 | $9,534 | $8,751 | $783 | $783 |
| 176 SHS COCA COLA | P | 2021-03-03 | 2023-10-05 | $9,534 | $8,794 | $740 | $740 |
| 591 SHS COCA COLA | P | 2021-03-11 | 2023-10-05 | $32,014 | $30,176 | $1,838 | $1,838 |
| 904 SHS COCA COLA | P | 2021-04-28 | 2023-10-05 | $48,967 | $48,423 | $544 | $544 |
| 537 SHS COCA COLA | P | 2021-09-13 | 2023-10-05 | $29,089 | $29,995 | -$906 | -$906 |
| 257 SHS COCA COLA | P | 2021-09-23 | 2023-10-05 | $13,921 | $13,995 | -$74 | -$74 |
| 308 SHS COCA COLA | P | 2021-11-09 | 2023-10-05 | $16,684 | $17,395 | -$711 | -$711 |
| 362SHS MASTERCARD | P | 2021-08-24 | 2023-10-05 | $142,031 | $132,160 | $9,871 | $9,871 |
| 290 SHS VISA | P | 2016-11-15 | 2023-10-05 | $67,387 | $22,981 | $44,406 | $44,406 |
| 196 SHS VISA | P | 2016-12-20 | 2023-10-05 | $45,545 | $15,319 | $30,226 | $30,226 |
| 2712 SHS AMERICAN ELEC PWR CO | P | 2022-12-07 | 2023-10-05 | $195,461 | $265,199 | -$69,738 | -$69,738 |
| 673 SHS COSTCO WHOLESALE | P | 2022-07-13 | 2023-09-13 | $375,298 | $329,656 | $45,642 | $45,642 |
| 1001 SHS ACCENTURE PLC IRELAND CL A | P | 2022-03-17 | 2023-08-10 | $313,478 | $332,169 | -$18,691 | -$18,691 |
| 997 SHS SBA COMMUNICATNS CORP | P | 2022-02-04 | 2023-07-20 | $215,919 | $321,626 | -$105,707 | -$105,707 |
| 1092 SHS NIKE CORP | P | 2021-01-15 | 2023-06-13 | $117,053 | $153,870 | -$36,817 | -$36,817 |
| 40 SHS NIKE CORP | P | 2021-02-05 | 2023-06-13 | $4,288 | $5,787 | -$1,499 | -$1,499 |
| 43 SHS NIKE CORP | P | 2021-03-03 | 2023-06-13 | $4,609 | $5,857 | -$1,248 | -$1,248 |
| 216 SHS NIKE CORP | P | 2021-03-11 | 2023-06-13 | $23,153 | $30,111 | -$6,958 | -$6,958 |
| 435 SHS NIKE CORP | P | 2021-04-28 | 2023-06-13 | $46,628 | $56,913 | -$10,285 | -$10,285 |
| 46 SHS NIKE CORP | P | 2021-09-23 | 2023-06-13 | $4,931 | $7,368 | -$2,437 | -$2,437 |
| 1185 SHS EATON CORP | P | 2021-09-29 | 2023-06-28 | $230,912 | $156,669 | $74,243 | $74,243 |
| 794 SHS ESTEE LAUDER CO | P | 2021-04-16 | 2023-05-12 | $158,830 | $246,418 | -$87,588 | -$87,588 |
| 33 SHS ESTEE LAUDER CO | P | 2021-04-28 | 2023-05-12 | $6,601 | $10,407 | -$3,806 | -$3,806 |
| 38 SHS ESTEE LAUDER CO | P | 2021-09-13 | 2023-05-12 | $7,601 | $12,853 | -$5,252 | -$5,252 |
| 49 SHS ESTEE LAUDER CO | P | 2021-09-23 | 2023-05-12 | $9,802 | $15,771 | -$5,969 | -$5,969 |
| 292 SHS ESTEE LAUDER CO | P | 2021-02-04 | 2023-05-12 | $58,411 | $90,764 | -$32,353 | -$32,353 |
| 5557 SHS COMCAST CORP | P | 2021-01-15 | 2023-04-06 | $209,646 | $273,335 | -$63,689 | -$63,689 |
| 171 SHS COMCAST CORP | P | 2021-02-05 | 2023-04-06 | $6,451 | $8,749 | -$2,298 | -$2,298 |
| 162 SHS COMCAST CORP | P | 2021-03-03 | 2023-04-06 | $6,112 | $8,798 | -$2,686 | -$2,686 |
| 1421 SHS COMCAST CORP | P | 2021-04-28 | 2023-04-06 | $53,609 | $76,929 | -$23,320 | -$23,320 |
| 107 SHS COMCAST CORP | P | 2021-09-13 | 2023-04-06 | $4,037 | $6,400 | -$2,363 | -$2,363 |
| 515 SHS COMCAST CORP | P | 2021-09-23 | 2023-04-06 | $19,429 | $29,012 | -$9,583 | -$9,583 |
| 1015 SHS COMCAST CORP | P | 2021-11-09 | 2023-04-06 | $38,292 | $54,242 | -$15,950 | -$15,950 |
| 1909 SHS CONSTELLATION ENERGY | P | 2021-09-17 | 2023-04-18 | $142,259 | $85,934 | $56,325 | $56,325 |
| 1713 SHS T-MOBILE US | P | 2021-03-11 | 2023-04-18 | $257,618 | $218,459 | $39,159 | $39,159 |
| 1901 SHS TJX COS INC | P | 2021-01-15 | 2023-03-09 | $145,259 | $128,635 | $16,624 | $16,624 |
| 127 SHS TJX COS INC | P | 2021-02-05 | 2023-03-09 | $9,704 | $8,697 | $1,007 | $1,007 |
| 135 SHS TJX COS INC | P | 2021-03-03 | 2023-03-09 | $10,316 | $8,817 | $1,499 | $1,499 |
| 758 SHS TJX COS INC | P | 2021-03-11 | 2023-03-09 | $57,920 | $49,959 | $7,961 | $7,961 |
| 623 SHS TJX COS INC | P | 2021-04-28 | 2023-03-09 | $47,604 | $43,585 | $4,019 | $4,019 |
| 753 SHS TJX COS INC | P | 2021-09-13 | 2023-03-09 | $57,538 | $51,848 | $5,690 | $5,690 |
| 285 SHS TJX COS INC | P | 2021-11-09 | 2023-03-09 | $21,777 | $19,872 | $1,905 | $1,905 |
| 304 SHS NETFLIX | P | 2021-01-15 | 2023-02-15 | $108,127 | $152,241 | -$44,114 | -$44,114 |
| 10 SHS NETFLIX | P | 2021-02-05 | 2023-02-15 | $3,557 | $5,529 | -$1,972 | -$1,972 |
| 11 SHS NETFLIX | P | 2021-03-03 | 2023-02-15 | $3,912 | $5,836 | -$1,924 | -$1,924 |
| 50 SHS NETFLIX | P | 2021-03-11 | 2023-02-15 | $17,784 | $25,657 | -$7,873 | -$7,873 |
| 89 SHS NETFLIX | P | 2021-04-28 | 2023-02-15 | $31,656 | $45,073 | -$13,417 | -$13,417 |
| 258 SHS NETFLIX | P | 2021-06-03 | 2023-02-15 | $91,765 | $127,990 | -$36,225 | -$36,225 |
| 13 SHS NETFLIX | P | 2021-09-23 | 2023-02-15 | $4,624 | $7,680 | -$3,056 | -$3,056 |
| 526 SHS HONEYWELL INTL INC | P | 2021-01-15 | 2023-01-18 | $110,081 | $108,469 | $1,612 | $1,612 |
| 28 SHS HONEYWELL INTL INC | P | 2021-02-05 | 2023-01-18 | $5,860 | $5,703 | $157 | $157 |
| 28 SHS HONEYWELL INTL INC | P | 2021-03-03 | 2023-01-18 | $5,860 | $5,815 | $45 | $45 |
| 108 SHS HONEYWELL INTL INC | P | 2021-03-11 | 2023-01-18 | $22,602 | $22,879 | -$277 | -$277 |
| 141 SHS HONEYWELL INTL INC | P | 2021-04-28 | 2023-01-18 | $29,508 | $31,435 | -$1,927 | -$1,927 |
| 134 SHS HONEYWELL INTL INC | P | 2021-09-13 | 2023-01-18 | $28,043 | $29,928 | -$1,885 | -$1,885 |
| 45 SHS HONEYWELL INTL INC | P | 2021-09-23 | 2023-01-18 | $9,418 | $9,866 | -$448 | -$448 |
| 50 SHS HONEYWELL INTL INC | P | 2021-11-09 | 2023-01-18 | $10,464 | $11,287 | -$823 | -$823 |
| 752 SHS STRYKER CORP | P | 2021-01-15 | 2023-01-18 | $190,594 | $181,273 | $9,321 | $9,321 |
| 24 SHS STRYKER CORP | P | 2021-02-05 | 2023-01-18 | $6,083 | $5,727 | $356 | $356 |
| 24 SHS STRYKER CORP | P | 2021-03-03 | 2023-01-18 | $6,083 | $5,840 | $243 | $243 |
| 121 SHS STRYKER CORP | P | 2021-03-11 | 2023-01-18 | $30,667 | $29,096 | $1,571 | $1,571 |
| 97 SHS STRYKER CORP | P | 2021-04-28 | 2023-01-18 | $24,584 | $25,173 | -$589 | -$589 |
| 278 SHS STRYKER CORP | P | 2021-08-24 | 2023-01-18 | $70,459 | $74,392 | -$3,933 | -$3,933 |
| 47 SHS STRYKER CORP | P | 2021-09-13 | 2023-01-18 | $11,912 | $12,913 | -$1,001 | -$1,001 |
| 24 SHS STRYKER CORP | P | 2021-09-23 | 2023-01-18 | $6,083 | $6,559 | -$476 | -$476 |
| 80 SHS STRYKER CORP | P | 2021-11-09 | 2023-01-18 | $20,276 | $22,023 | -$1,747 | -$1,747 |
| 7262 SHS MORGAN STANLEY | P | 2012-04-19 | 2023-12-05 | $582,999 | $131,719 | $451,280 | $451,280 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $302,401 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,133 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,133 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,133 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,165 | 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 | $25,165 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $17,032 | OverpaymentAmt |
| Applied To ES Tax | $17,032 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | 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 | WISS CO LLP | IndividualWithBooksNm |
| Phone | 9739949400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CAMPUS DRIVE SUITE 400 | AddressLine1Txt |
| City | FLORHAM PARK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07932 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| ARLENE TAUB | ||||||||
| 70 MAYFLOWER DR | TENAFLY | NJ | 07670 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| MARC TAUB | ||||||||
| 8 SHADOW TREE LANE | BRIARCLIFF | NY | 10510 | VICE PRESIDENT & DIRECTOR | 2.00 | $0 | $0 | $0 |
| MICHELLE TESSER | ||||||||
| 18 LEXINGTON COURT | ENGLEWOOD | NJ | 07631 | SECRETARY-TREASURER | 2.00 | $0 | $0 | $0 |
| KAREN TAUB | ||||||||
| 8 SHADOW TREE LANE | BRIARCLIFF | NY | 10510 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| SCOTT TESSER | ||||||||
| 18 LEXINGTON COURT | ENGLEWOOD | NJ | 07631 | DIRECTOR | 2.00 | $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 | $22,634,826 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $344,688 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,979,514 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,979,514 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $344,693 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,634,821 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,131,741 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,131,741 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,133 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,133 | TotalTaxAmt |
| Distributable Before Adj | $1,123,608 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,123,608 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,123,608 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,114,725 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,114,725 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,123,608 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $152,677 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $103,093 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $123,775 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $379,545 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,114,725 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,114,725 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $8,883 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $8,883 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $370,662 | 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 | $370,662 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $143,794 | ExcessFromYear3Amt |
| Excess From Year2 | $103,093 | ExcessFromYear2Amt |
| Excess From Year1 | $123,775 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ARLENE TAUB | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A CURE IN OUR LIFETIME | |||||||
| 52 ALGONQUIN DRIVE | CHAPPAQUA | NY | 10514 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $11,000 |
| ALZHEIMERS DRUG DISCOVERY FOUNDATION | |||||||
| 57 WEST 57TH STREET SUITE 904 | NEW YORK | NY | 10019 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $5,500 |
| AMERICAN HUMANE SOCIETYASSOCIATION | |||||||
| 1400 16TH STREET NW SUITE 360 | WASHINGTON | DC | 20036 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $2,000 |
| BOCA RATON REGIONAL HOSPITAL FOUNDATION | |||||||
| 800 MEADOWS ROAD | BOCA RATON | FL | 33486 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $500 |
| BREAST CANCER RESEARCH FOUNDATION | |||||||
| 28 W 44TH STREET SUITE 609 | NEW YORK | NY | 10036 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $750,000 |
| CENTER FOR FOOD ACTION IN NEW JERSEY | |||||||
| 192 WEST DEMAREST AVE | ENGLEWOOD | NJ | 07631 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $2,500 |
| COMMUNITY FOOD BANK OF NEW JERSEY | |||||||
| 31 EVANS TERMINAL | HILLSIDE | NJ | 07205 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $1,500 |
| COURTS OF DREAMS | |||||||
| 401 EAST 60TH STREET NO 26C | NEW YORK | NY | 10022 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $1,000 |
| DOROT | |||||||
| 171 WEST 85TH STREET | NEW YORK | NY | 10024 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $2,000 |
| DUKE UNIVERSITY HEALTH SYSTEMS | |||||||
| 324 BLACKWELL ST | DURHAM | NC | 27701 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $1,000 |
| DYSTONIA MEDICAL RESEARCH FOUNDATION | |||||||
| ONE EAST WACKER DRIVE | CHICAGO | IL | 60601 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $2,000 |
| EVANS TEAM | |||||||
| 28 FLAG HILL ROAD | CHAPPAQUA | NY | 10514 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $2,500 |
| FEEDING AMERICA | |||||||
| 161 NORTH CLARK ST | CHICAGO | IL | 60601 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $2,500 |
| FOUNDATION FIGHTING BLINDNESS | |||||||
| 6925 OAKLAND MILLS ROAD | COLUMBIA | MD | 21045 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $1,000 |
| FRIENDS OF JCC KRAKOW | |||||||
| 74 LAFAYETTE AVE | SUFFERN | NY | 10901 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $10,000 |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | |||||||
| 60 EAST 42ND STREET | NEW YORK | NY | 10165 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $5,000 |
| FUND PATERSON PUBLIC SCHOOLS | |||||||
| 90 DELAWARE AVE | PATERSON | NJ | 07503 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $42,800 |
| HEALS | |||||||
| 3638 UNIVERSITY AVE 226 | RIVERSIDE | CA | 92501 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $2,000 |
| JEWISH FEDERATION OF NORTHERN NEW JERSEY | |||||||
| 50 EISENHOWER DR | PARAMUS | NJ | 07652 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $10,000 |
| JEWISH HOME FOUNDATION OF NORTH JERSEY | |||||||
| 10 LINK DR | ROCKLEIGH | NJ | 07647 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $10,000 |
| KENNY GORDON FOUNDATION | |||||||
| 400 EAST 56TH STREET STE 31N | NEW YORK | NY | 10022 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $10,000 |
| LAMBDA UPSILON COMMUNITY DEVELOPMENT CORPORATION | |||||||
| 184 LAFAYETTE ST | PATERSON | NJ | 07501 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $32,700 |
| LEUKEMIA & LYMPHOMA FOUNDATION | |||||||
| PO BOX 22324 | NEW YORK | NY | 10087 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $5,000 |
| LEWIN FUND TO FIGHT WOMEN'S CANCERS | |||||||
| 322 WEST 52ND ST | NEW YORK | NY | 10101 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $2,000 |
| MELANOMA RESEARCH FOUNDATION | |||||||
| 1420 K ST NW 7TH FLOOR | WASHINGTON | DC | 20005 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $1,500 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $45,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 733 THIRD AVE | NEW YORK | NY | 10017 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $1,000 |
| NATURAL RESOURCES DEFENSE COUNCIL INC | |||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $2,500 |
| NYU LANGONE HEALTH SYSTEM | |||||||
| 550 FIRST AVE MSB 153 | NEW YORK | NY | 10016 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $5,000 |
| P J LIBRAR (THE HAROLD GRINSPOON FOUNDATION) | |||||||
| 67 HUNT STREET SUITE 100 | AGAWAM | MA | 01001 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $2,500 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 123 WILLIAM ST 10TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $10,000 |
| PLANNED PARENTHOOD OF NORTHERN CENTRAL AND SOUTHERN NEW JERSEY | |||||||
| 196 SPEEDWELL AVE | MORRISTOWN | NJ | 07960 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $10,000 |
| PLAY FOR PINK | |||||||
| 250 S VAN BRUNT ST | ENGLEWOOD | NJ | 07631 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $16,000 |
| SPCA OF WESTCHESTER | |||||||
| 590 NORTH STATE RD | BRIARCLIFF MANOR | NY | 10510 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $1,000 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $10,000 |
| STAFF SERGEANT JOSEPH DAUGUSTINE MEMORIAL FUND INC | |||||||
| 17 CAMPBELL STREET | WALDWICK | NJ | 07463 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $15,000 |
| STARDUST JEWISH FERTILITY FOUNDATION | |||||||
| 365 WEST END AVE APT 11A | NEW YORK | NY | 10024 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $2,000 |
| STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $10,000 |
| THE CELLUS FOUNDATION | |||||||
| 2560 US-22 209 | SCOTCH PLAINS | NJ | 07076 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $25,000 |
| THE MULTIPLE MYELOMA RESEARCH FOUNDATION | |||||||
| 383 MAIN AVENUE 5TH FLOOR | NORWALK | CT | 06851 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $12,000 |
| THE NATURE CONSERVANCY | |||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $2,500 |
| TRI-COUNTY ANIMAL RESCUE CENTER | |||||||
| 9562 RT 322 | SHIPPENVILLE | PA | 16254 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $500 |
| UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTHROPIES OF NY INC | |||||||
| 130 EAST 59TH ST | NEW YORK | NY | 10022 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $5,000 |
| WASHINGTON UNIVERSITY | |||||||
| 700 ROSEDALE AVE CB 1034 | ST LOUIS | MO | 63130 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $4,000 |
| WORLD CENTRAL KITCHEN INCORPORATED | |||||||
| 200 MASSACHUSETTS AVE SW 7TH FLOOR | WASHINGTON | DC | 20001 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,097,500 | 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 | $505,281 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $302,401 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $807,682 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $807,682 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $33,500 | Amt |
| Net Investment Income | $16,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (41 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 2,196 SHS ALPHABET INC | $205,408 | $306,759 |
| 6,063 SHS AMAZON | $977,310 | $921,212 |
| 1,535 SHS AMGEN INC | $357,182 | $442,111 |
| 3,104 SHS APPLE INC | $410,384 | $597,613 |
| 1,124 SHS BERKSHIRE HATHAWAY CL B NEW | $277,559 | $400,886 |
| 462 SHS BLACKROCK | $310,172 | $375,052 |
| 2,602 SHS EXXON MOBIL CORP | $165,083 | $260,148 |
| 1,451 SHS JP MORGAN CHASE | $211,070 | $246,815 |
| 2,417 SHS MICROSOFT CORP | $540,814 | $908,889 |
| 9,376 SHS MONSTER BEVERAGE CORP | $459,309 | $540,151 |
| 758 SHS NORTHROP GRUMMAN CP | $275,803 | $354,850 |
| 446 SHS ORION OFFICE REIT | $9,066 | $2,551 |
| 1,703 SHS PROCTER & GAMBLE | $228,169 | $249,558 |
| 1,981 SHS QUALCOMM INC | $266,351 | $286,512 |
| 707 SHS SERVICENOW INC | $381,246 | $499,488 |
| 4,434 SHS T MOBILE | $590,022 | $710,903 |
| 1,197 SHS UNITED HEALTH GP INC | $500,209 | $630,185 |
| 2,466 SHS VISA INC | $365,161 | $642,024 |
| 93 SHS CONSTELLATION ENERGY | $4,137 | $10,871 |
| 480 SHS ELI LILLY & CO | $162,607 | $279,802 |
| 437 SHS HOME DEPOT | $126,311 | $151,442 |
| 2,443 SHS PROLOGIS | $255,780 | $325,652 |
| 2,318 SHS SALESFORCE | $477,797 | $609,959 |
| 609 THERMO FISHER SCIENTIFIC | $347,622 | $323,251 |
| 1,098 SHS TESLA | $328,437 | $272,831 |
| 4,336 SHS VERIZON COMMUNICATIONS | $161,842 | $163,468 |
| 691 SHS ADOBE | $382,723 | $412,251 |
| 2,819 SHS ADVANCED MICRO DEVICES | $318,814 | $415,549 |
| 921 SHS BECTON DICKINSON & CO | $232,639 | $224,567 |
| 835 SHS DEERE & CO | $358,322 | $333,891 |
| 676 SHS JOHNSON & JOHNSON | $111,603 | $105,956 |
| 540 SHS LINDE PLC | $200,081 | $221,783 |
| 2,448 SHS MEDTRONIC PLC SHS | $207,695 | $201,666 |
| 354 SHS META PLATFORMS INC | $111,222 | $125,302 |
| 3,260 SHS NEXTERA ENERGY INC | $237,710 | $198,012 |
| 1,064 SHS NVIDIA CORPORATION | $469,130 | $526,914 |
| 1,530 SHS PALO ALTO NETWORKS | $391,124 | $451,166 |
| 8,365 SHS PFIZER INC | $375,980 | $240,828 |
| 904 SHS THE CIGNA GROUP | $272,157 | $270,703 |
| 243 SHS TRANSDIGM GROUP | $202,341 | $245,819 |
| 4,146 SHS WALT DISNEY CO HLDG CO | $391,566 | $374,342 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (23 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 5,879 SHS DBX ETF TR (DBEU) | AT COST | $186,948 | $222,071 |
| 18,375 SHS IQ HEDGE MULTI (QAI) | AT COST | $591,097 | $553,088 |
| 2,199 SHS ISHARES CORE S&P (IJR) | AT COST | $227,361 | $238,042 |
| 4,535 SHS ISHARES IBOXX HY (HYG) | AT COST | $394,266 | $350,964 |
| 1,968 SHS ISHARES IBOXX INVEST (LQD) | AT COST | $263,438 | $217,779 |
| 5,135 SHS ISHARES MSCI EMU (EZU) | AT COST | $236,909 | $243,604 |
| 5,598 SHS ISHARES S&P GRWTH (IVW) | AT COST | $362,390 | $420,410 |
| 1,366 SHS ISHARES S&P MIDCAP (IJH) | AT COST | $342,343 | $378,587 |
| 9,580 SHS ISHARES SHORT TREASURY (SHV) | AT COST | $1,058,635 | $1,055,045 |
| 2,034 SHS ISHARES TIPS BOND (TIP) | AT COST | $257,963 | $218,635 |
| 6,468 SHS PIMCO ENHANCED SHRT (MINT) | AT COST | $659,635 | $645,442 |
| 2,372 SHS SPDR FTSE INT (WIP) | AT COST | $132,385 | $99,482 |
| 986 SHS SPDR GOLD TR (GLD) | AT COST | $167,551 | $188,494 |
| 10,305 SHS VANGUARD FTSE EMERGING (VWO) | AT COST | $540,848 | $423,536 |
| 1,885 SHS VANGUARD FTSE EUROPE (VGK) | AT COST | $119,347 | $121,545 |
| 5,648 SHS VANGUARD FTSE PACIFIC (VPL) | AT COST | $462,029 | $406,825 |
| 3,788 SHS VANGUARD REAL ESTATE (VNQ) | AT COST | $320,623 | $334,708 |
| 3,784 SHS VANGUARD SHORT TERM (BSV) | AT COST | $311,593 | $291,443 |
| 6,111 SHS VANGUARD SHORT TERM (VCSH) | AT COST | $505,384 | $472,808 |
| 4,630 SHS VANGUARD TOTAL BOND (BND) | AT COST | $399,243 | $340,536 |
| 1,990 SHS VANGUARD TOTAL INTL (BNDX) | AT COST | $114,776 | $98,236 |
| 9,071 SHS VANGUARD VALUE ETF (VTV) | AT COST | $1,128,879 | $1,356,114 |
| 8,994 SHS WISDOMTREE MGD FUTURES (WTMF) | AT COST | $345,190 | $315,419 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $6,780 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $45 | $45 | $0 |
| MISCELLANEOUS | $24 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSES | $210,211 | $210,211 | $0 |
| REGISTERED AGENT FEE | $475 | $0 | $475 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $8,133 | $0 | $0 |
| FOREIGN TAX | $2,842 | $2,842 | $0 |