LOUIS & MARTHA SILVER FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LOUIS & MARTHA SILVER FOUNDATION (EIN 13-6165326)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-13
- IRS object ID
- 202501349349102640
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-13T12:22:59-00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 471848055 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lisa A Dufrane CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 461 | AddressLine1Txt |
| City | Long Lake | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12847 | 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 | 136165326 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Louis & Martha Silver Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOUI | BusinessNameControlTxt |
| Phone | 9142851430 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 Manhattanville Road STE 403 | AddressLine1Txt |
| City | Purchase | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105772500 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Steven Gelles | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 9142851430 | PhoneNum |
| Signature | 2025-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lisa A Dufrane CPA | PreparerPersonNm |
| PTIN | P00401526 | PTIN |
| Phone | 8604024796 | PhoneNum |
| Preparation | 2025-05-13 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $3,201,280 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $135,580 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $25,051 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $25,051 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $50,007 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $50,007 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,908 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $136,196 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $206,730 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $75,058 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,250 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $5,092 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,343 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $8,685 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $199,790 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $199,790 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $208,475 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $199,790 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,745 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $75,058 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,487 | CashBOYAmt |
| Cash EOY | $19,922 | CashEOYAmt |
| Cash EOYFMV | $6,238 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,968 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $2,285,419 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,581,031 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,581,031 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $563,857 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $587,588 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $587,588 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $185,078 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $17,431 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $17,431 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $8,109 | OtherAssetsBOYAmt |
| Other Assets EOY | $8,992 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $8,992 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,057,918 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,214,964 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,201,280 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $56,300 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $48,460 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $56,300 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $48,460 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,001,618 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,166,504 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,001,618 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,166,504 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,057,918 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,214,964 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,001,618 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,745 | ExcessRevenueOverExpensesAmt |
| Other Increases | $166,631 | OtherIncreasesAmt |
| Subtotal | $3,166,504 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,166,504 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| .25 GE Vernova LLC | P | 2009-04-03 | 2024-04-02 | $37 | $14 | $23 | $23 |
| 17000 Elanco Animal Health | P | 2023-01-25 | 2024-01-03 | $17,510 | $16,511 | $999 | $999 |
| 2000 Tegna Inc | P | 2023-09-25 | 2028-03-15 | $1,838 | $1,785 | $53 | $53 |
| 13000 ATT Inc B/E 4.25 | P | 2020-09-08 | 2024-01-18 | $12,783 | $14,090 | -$1,307 | -$1,307 |
| 13000 American Tower Corp | P | 2019-06-06 | 2024-11-14 | $12,938 | $13,056 | -$118 | -$118 |
| 15000 BAT Capital | P | 2021-10-18 | 2024-05-23 | $13,331 | $14,769 | -$1,438 | -$1,438 |
| 13000 Broadcom Corp Note | P | 2019-04-16 | 2024-11-20 | $12,774 | $12,774 | ||
| 13000 Kraft Heinz | P | 2021-04-09 | 2024-11-07 | $12,735 | $13,544 | -$809 | -$809 |
| 2000 Motorola Solutions | P | 2017-01-10 | 2024-09-01 | $2,000 | $2,000 | ||
| 6000 Newell Brands | P | 2022-09-14 | 2024-01-10 | $5,873 | $6,018 | -$145 | -$145 |
| 13000 QVC Inc | P | 2016-09-22 | 2024-12-13 | $12,929 | $12,833 | $96 | $96 |
| 17000 Tegna Inc | P | 2021-03-19 | 2024-07-26 | $15,619 | $17,180 | -$1,561 | -$1,561 |
| 12000 Treehouse Foods | P | 2022-03-08 | 2024-08-07 | $10,830 | $10,653 | $177 | $177 |
| 5000 US Treas | P | 2023-08-30 | 2024-02-13 | $4,999 | $4,877 | $122 | $122 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$3,908 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,121 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,043 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,043 | SubtotalAmt |
| Tax Based On Investment Income | $1,043 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,092 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,092 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $1,092 | OriginalReturnTaxPaidAmt |
| Overpayment | $49 | OverpaymentAmt |
| Applied To ES Tax | $49 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Steven Gelles | IndividualWithBooksNm |
| Phone | 9142851430 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 Manhattanville Road Ste 403 | AddressLine1Txt |
| City | Purchase | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10577 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Steven Gelles | ||||||
| 2 Manhattanville Road Ste 403 | Purchase | NY | 105772500 | President | 001.00 | $0 |
| Caron Gelles | ||||||
| 2 Manhattanville Road Ste 403 | Purchase | NY | 105772500 | Secretary/Treasurer | 001.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,488,878 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $92,943 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $591,604 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,173,425 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,173,425 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $47,601 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,125,824 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $156,291 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $156,291 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,043 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,043 | TotalTaxAmt |
| Distributable Before Adj | $155,248 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $155,248 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $155,248 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $199,790 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $199,790 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $155,248 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $2,523,567 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $2,523,567 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $199,790 | QualifyingDistributionsAmt |
| Applied To Current Year | $155,248 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $44,542 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,568,109 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,568,109 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $2,523,567 | ExcessFromYear2Amt |
| Excess From Current Year | $44,542 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | None | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Yeshivat Hesder Akko - America Gives | |||||||
| 228 Park Avenue S 71410 | NY | NY | 10003 | None | PC | Unrestricted | $180 |
| American Friends Of Bar-Ilan University | |||||||
| 160 E56th Street | NY | NY | 10022 | None | PC | Unrestricted | $1,800 |
| American Friends Of Shalva | |||||||
| 315 Fifth Ave 6 floor | NY | NY | 10016 | None | PC | Unrestricted | $10,000 |
| American Friends Of Soroka Medical Center | |||||||
| PO Box 184H | Scarsdale | NY | 10583 | None | PC | Unrestricted | $780 |
| Bayit Lepletot Inc | |||||||
| 2166 81st Street | Brooklyn | NY | 11214 | None | PC | Unrestricted | $1,800 |
| Camp HASC | |||||||
| 1563 49th Street | Brooklyn | NY | 11219 | None | PC | Unrestricted | $1,000 |
| Chabad Terror Victims Project Inc | |||||||
| 478 Albany Avenue Suite 136 | Brooklyn | NY | 11203 | None | PC | Unrestricted | $10,000 |
| Chabad-Colel Chabad | |||||||
| 806 Eastern Pkwy | Brooklyn | NY | 11213 | None | PC | Unrestricted | $10,000 |
| Chabad-Tzivos Hashem-Russian Division | |||||||
| 792 Eastern Pkwy | Brooklyn | NY | 11213 | None | PC | Unrestricted | $5,000 |
| Congregation B'nai Torah | |||||||
| 6261 SW 18th St | Boca Raton | FL | 33433 | None | PC | Unrestricted | $1,000 |
| Eretz Hemdah Institutions (American Friends of) | |||||||
| 8 S Michigan Avenue Ste 605 | Chicago | IL | 60603 | None | PC | Unrestricted | $1,800 |
| Etzion Foundation | |||||||
| 111 Galway Place | Teaneck | NJ | 07666 | None | PC | Unrestricted | $2,500 |
| Friends Of Israel Disabled Veterans | |||||||
| 1133 Broadway | NY | NY | 10010 | None | PC | Unrestricted | $1,800 |
| Hasbara Fellowships | |||||||
| 228 Park Ave S | NY | NY | 10003 | None | PC | Unrestricted | $1,800 |
| Hebrew Free Burial Society | |||||||
| 125 Maiden Lane Unit 5B | NY | NY | 10273 | None | PC | Unrestricted | $180 |
| Honest Reporting | |||||||
| 10024 Skokie Blvd | Skokie | IL | 60077 | None | PC | Unrestricted | $3,600 |
| Israel Guide Dog Center for the Blind | |||||||
| 968 Easton Road | Warrington | PA | 18976 | None | PC | Unrestricted | $5,000 |
| Israel Special Kids Fund | |||||||
| 1290 Hastings Street | Teaneck | NJ | 07666 | None | PC | Unrestricted | $2,500 |
| JINSA | |||||||
| 1101 14th Street NW Ste 1030 | Washington | DC | 20005 | None | PC | Unrestricted | $3,600 |
| Leket Israel (American Friends Of) | |||||||
| PO Box 2090 | Teaneck | NJ | 07666 | None | PC | Unrestricted | $2,500 |
| MEMRI | |||||||
| PO Box 27837 | Washingtin | DC | 20038 | None | PC | Unrestricted | $500 |
| Met Council | |||||||
| 77 Water St 26th Floor | NY | NY | 10055 | None | PC | Unrestricted | $3,600 |
| On Your Mark Inc | |||||||
| 645 Forest Ave | Staten Island | NY | 10310 | None | PC | Unrestricted | $1,000 |
| PEF Israel Endowment Funds | |||||||
| 630 3rd Avenue 15 Fl | NY | NY | 10017 | None | PC | Unrestricted | $1,000 |
| SAR Academy | |||||||
| 655 W 254 St | Riverdale | NY | 10471 | None | PC | Unrestricted | $21,800 |
| Scarsdale Volunteer Ambulance | |||||||
| PO Box 92 | Scarsdale | NY | 10583 | None | PC | Unrestricted | $500 |
| American Friends Of Shalva | |||||||
| 315 Fifth Ave 6 floor | NY | NY | 10016 | None | PC | Unrestricted | $5,000 |
| Stand With Us | |||||||
| 1801 W Olympic Blvd | Pasadena | CA | 91199 | None | PC | Unrestricted | $3,600 |
| The Institute For Jewish Research & Publications | |||||||
| 15 West 16th Street | NY | NY | 10011 | None | PC | Unrestricted | $10,000 |
| The Jaffa Institute | |||||||
| 297 S Washington Avenue 2nd Floor | Bergenfield | NJ | 07621 | None | PC | Unrestricted | $2,500 |
| Torah In Motion USA | |||||||
| 46 Glenwood Drive East | Bergenfield | NJ | 07621 | None | PC | Unrestricted | $1,000 |
| United Hatzalah | |||||||
| 442 5th Avenue Ste 1866 | NY | NY | 10018 | None | PC | Unrestricted | $3,600 |
| White Plains Hospital | |||||||
| 41 East Post Road | White Plains | NY | 10601 | None | PC | Unrestricted | $500 |
| Worldwide Friends Foundation | |||||||
| 1178 Broadway 3 Floor | NY | NY | 10001 | None | PC | Unrestricted | $70,000 |
| Yeshiva University-BRGS | |||||||
| 500 West 185 Street | NY | NY | 10033 | None | PC | Unrestricted | $5,000 |
| Young Israel of Scarsdale | |||||||
| 1313 Weaver Street | Scarsdale | NY | 10583 | None | PC | Unrestricted | $2,850 |
| ZAKA Inc | |||||||
| 2920 Ave R Suite 208 | Brooklyn | NY | 11229 | None | PC | Unrestricted | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $199,790 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $25,051 | UnrelatedBusinessTaxblIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $50,007 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$3,908 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $71,150 | UnrelatedBusinessTaxblIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $71,150 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $2,250 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (56 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Broadcom Corp 3.88 2027-01-15 | $12,545 | $12,545 |
| Dollar Tree 4.00 2025-05-15 | $12,951 | $12,951 |
| ATT 4.25 2027-03-01 | $12,896 | $12,896 |
| American Tower 4.00 2025-06-01 | $13,026 | $13,026 |
| CDW LLC 4.25 2028-04-01 | $13,566 | $13,566 |
| Motorola 4.00 2024-09-01 | $1,967 | $1,967 |
| Carlisle Cos Inc 3.75 2027-12-01 | $13,627 | $13,627 |
| Discovery Comm LLC 3.95 2025-06-15 | $3,975 | $3,975 |
| Discovery Comm LLC 3.95 2028-03-20 | $8,522 | $8,522 |
| Encompass Health Corp 4.50 2028-02-01 | $16,404 | $16,404 |
| Lamar Media Corp 3.75 2028-02-15 | $15,942 | $15,942 |
| SVC Corp Intl 5.13 2029-06-01 | $15,480 | $15,480 |
| Altria 4.80 2029-02-14 | $13,837 | $13,837 |
| Aecom 5.13 2027-03-15 | $14,856 | $14,856 |
| Bat Capital Corp 2.26 2028-03-25 | $13,741 | $13,741 |
| Block Financial 2.50 2028-07-15 | $13,643 | $13,643 |
| Boyd Gaming Corp 4.75 2027-12-01 | $15,469 | $15,469 |
| Crown Amers LLC 4.25 2026-09-30 | $15,606 | $15,606 |
| HCA OMC 4.63 2028-09-01 | $12,159 | $12,159 |
| Microchip Tech 4.25 2025-09-01 | $13,942 | $13,942 |
| QORVO 4.38 2029-10-15 | $14,067 | $14,067 |
| Silgan Holdings 4.13 2028-02-01 | $16,225 | $16,225 |
| Teleflex Inc 4.63 2027-11-15 | $15,505 | $15,505 |
| Total Sys Services Inc 4.80 2026-04-01 | $4,988 | $4,988 |
| United Rentals 4.88 2028-01-15 | $15,572 | $15,572 |
| Molson Coors 3.00 2026-07-15 | $12,663 | $12,663 |
| Expedia Group 4.63 2027-08-01 | $9,957 | $9,957 |
| Olin Corp 5.13 2027-09-15 | $6,851 | $6,851 |
| Transdigm Inc 5.50 2027-11-15 | $16,705 | $16,705 |
| L Brands Inc 5.25 2028-02-01 | $5,907 | $5,907 |
| Oracle Corp 6.25 2032-11-09 | $13,785 | $13,785 |
| Wabtec 4.70 2028-09-15 | $13,864 | $13,864 |
| SBA Comm 3.13 2029-02-01 | $18,053 | $18,053 |
| Olin Corp 5.63 2029-08-01 | $9,723 | $9,723 |
| Tenet Healthcare 6.13 2028-10-01 | $1,996 | $1,996 |
| L Brands Inc 7.50 2019-06-15 | $10,305 | $10,305 |
| Willis North America 2.95 2029-09-15 | $10,913 | $10,913 |
| Expedia Group 3.25 2030-02-15 | $1,844 | $1,844 |
| Nordstrom 4.38 2030-04-01 | $3,632 | $3,632 |
| Global Payments Inc 2.90 2030-05-15 | $7,123 | $7,123 |
| Yum Brands 3.63 2031-03-15 | $7,072 | $7,072 |
| Nordstrom Inc 4.25 2031-08-01 | $15,742 | $15,742 |
| Willis Group N Amer 4.58 2028-09-15 | $1,964 | $1,964 |
| FLIR Systems Inc 2.86 2030-08-01 | $12,232 | $12,232 |
| Quanta Services Inc 3.25 2030-10-01 | $12,504 | $12,504 |
| Vontier Corp 3.43 2031-04-04 | $4,296 | $4,296 |
| Brown Brown 4.55 2032-03-17 | $7,380 | $7,380 |
| Motorola Solutions 5.49 2032-06-01 | $4,083 | $4,083 |
| SVC Corp 5.93 2032-10-15 | $1,940 | $1,940 |
| Philip Morris 5.38 2033-02-15 | $2,004 | $2,004 |
| Fortune Brands 5.73 2033-06-01 | $2,052 | $2,052 |
| Lowes 5.15 2033-07-01 | $9,949 | $9,949 |
| FISERV Inc 5.63 2033-08-21 | $12,215 | $12,215 |
| Brown Brown 5.65 2034-06-11 | $5,009 | $5,009 |
| Crown Castle Inc 5.20 2034-09-01 | $12,673 | $12,673 |
| Tapestry Inc 5.50 2034-10-15 | $12,641 | $12,641 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (36 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 562 shares of Altria | $29,387 | $29,387 |
| 500 shares of Halliburton | $13,595 | $13,595 |
| 500 shares of Walt Disney | $55,675 | $55,675 |
| 1300 shares of Intel | $26,065 | $26,065 |
| 700 shares of Wal-Mart | $189,735 | $189,735 |
| 791 shares of Verizon | $31,632 | $31,632 |
| 129 shares of Kraft | $3,962 | $3,962 |
| 200 shares of Lilly Eli | $154,400 | $154,400 |
| 2250 shares of UGI | $63,518 | $63,518 |
| 750 shares of Merck | $74,610 | $74,610 |
| 2100 shares of Microsoft | $885,150 | $885,150 |
| 389 shares of Mondelez Intl Inc | $23,235 | $23,235 |
| 400 shares of Morgan Stanley | $50,288 | $50,288 |
| 400 shares of Nucor | $46,684 | $46,684 |
| 547 shares of Dupont De Numours Inc | $41,709 | $41,709 |
| 1300 shares of Pepsico | $197,678 | $197,678 |
| 600 shares of Pfizer | $15,918 | $15,918 |
| 563 shares of Philip Morris International | $67,757 | $67,757 |
| 600 shares of Proctor Gamble | $100,590 | $100,590 |
| 400 shares of Teva Pharmaceuticals | $8,816 | $8,816 |
| 800 shares of Starbucks | $73,000 | $73,000 |
| 125 shares of General Electric | $31,046 | $31,046 |
| 55 shares of Zimmer Holdings | $5,810 | $5,810 |
| 547 shares of Dow | $21,951 | $21,951 |
| 547 shares of Corteva Inc | $31,157 | $31,157 |
| 5 shares of Westinghouse Air Brake Technologies Inc | $948 | $948 |
| 500 shares of Boeing | $88,500 | $88,500 |
| 550 shares of Bristol Meyers | $31,108 | $31,108 |
| 100 shares of Chemours Co | $1,690 | $1,690 |
| 225 shares of Corning | $10,692 | $10,692 |
| 1100 shares of Cisco | $65,120 | $65,120 |
| 74 shares of Viatris Inc | $921 | $921 |
| 75 shares of Organon Co | $1,119 | $1,119 |
| 5 shares of Zimvie Inc | $70 | $70 |
| 41 shares of GE Healthcare | $3,205 | $3,205 |
| 1000 shares of NVIDIA | $134,290 | $134,290 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Federated Hermes US Treas Cash Res | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $17,431 | BookValueAmt |
| EOYFMV | $17,431 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Interest Receivable | $7,022 | $7,531 | $7,531 |
| Prepaid Tax Payments | $1,087 | $1,395 | $1,395 |
| Dividends Receivable | $66 | $66 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gain from Securities | Desc |
| Amt | $166,631 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Management Fees - UBS Financial | CategoryTxt |
| Amt | $5,092 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| Federal Taxes | $1,093 |
| State Taxes | $250 |