STRATEGY STUDIO / PUBLIC DATA EXPLORER

MARK & NINA FELDMAN FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
MARK & NINA FELDMAN FAMILY FOUNDATION (EIN 22-2770566)
Tax period
2023-08-01 to 2024-07-31
Filed
2024-12-05
IRS object ID
202433409349100303
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-12-05T09:13:27-06:00ReturnTs
Tax Period End2024-07-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN221732349PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WISS & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1100 CAMPUS DRIVEAddressLine1Txt
CityFLORHAM PARKCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07932ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-08-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN222770566EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARK & NINA FELDMANBusinessNameLine1Txt
Business Name Line2FAMILY FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMARKBusinessNameControlTxt
Phone9733799555PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1225 MILLBURN AVENUE 101AddressLine1Txt
CityMILLBURNCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07041ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOSEPH FELDMANPersonNm
Person TitleTRUSTEE & TREASURERPersonTitleTxt
Phone9733799555PhoneNum
Signature2024-12-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEITAN BALLOULPreparerPersonNm
PTINP01880253PTIN
Phone9739949400PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,838,580FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$50,693InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$50,693InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$44,912DividendsRevAndExpnssAmt
Dividends Net Invst Incm$44,912DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$25,719NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$887,106GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$25,719CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$2,215OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$2,215OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$123,539TotalRevAndExpnssAmt
Total Net Invst Incm$123,539TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$7,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,500AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,500AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$776TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$590OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$560OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$30OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,366TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,060TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,530TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$135,280ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$135,280ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$143,646TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,060TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$138,810TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$20,107ExcessRevenueOverExpensesAmt
Net Investment Income$119,479NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$15,679CashBOYAmt
Cash EOY$57,200CashEOYAmt
Cash EOYFMV$57,200CashEOYFMVAmt
Sav And Temp Cash Invst BOY$459SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$154,035SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$154,035SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$53,710USGovernmentObligationsBOYAmt
US Government Obligations EOY$53,121USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$53,899USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,738,365CorporateStockBOYAmt
Corporate Stock EOY$1,547,381CorporateStockEOYAmt
Corporate Stock EOYFMV$1,995,485CorporateStockEOYFMVAmt
Corporate Bonds BOY$641,300CorporateBondsBOYAmt
Corporate Bonds EOY$618,102CorporateBondsEOYAmt
Corporate Bonds EOYFMV$577,961CorporateBondsEOYFMVAmt
Total Assets BOY$2,449,513TotalAssetsBOYAmt
Total Assets EOY$2,429,839TotalAssetsEOYAmt
Total Assets EOYFMV$2,838,580TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$2,449,513NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$2,429,839NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$2,449,513TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,429,839TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,449,513TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,429,839TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,449,513TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$20,107ExcessRevenueOverExpensesAmt
Other Increases$433OtherIncreasesAmt
Subtotal$2,429,839SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,429,839TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$887,106$861,269$25,837$25,837
ENERGY TRANSFER LPP$118-$118-$118
FieldValueIRS element (for citing)
Capital Gain Net Income$25,719CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,661InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,661SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,661TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,200EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,200TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$461TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksWISS COMPANY LLPIndividualWithBooksNm
Phone9739949400PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1100 CAMPUS DRIVE SUITE 400AddressLine1Txt
CityFLORHAM PARKCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07932ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOSEPH FELDMAN
225 MILLBURN AVENUE SUITE 101MILLBURNNJ07041TRUSTEE & TREASURER1.00$0$0$0
JACOB FELDMAN
225 MILLBURN AVENUE SUITE 101MILLBURNNJ07041TRUSTEE1.00$0$0$0
SAMUEL FELDMAN
225 MILLBURN AVENUE SUITE 101MILLBURNNJ07041TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,579,361AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$86,407AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,665,768TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,665,768AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$39,987CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,625,781NetVlNoncharitableAssetsAmt
Minimum Investment Return$131,289MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$131,289MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,661TaxBasedOnInvestmentIncomeAmt
Total Tax$1,661TotalTaxAmt
Distributable Before Adj$129,628DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$129,628DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$129,628DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$138,810ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$138,810QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$129,628DistributableAsAdjustedAmt
Undistributed Income PY$123,001UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$138,810QualifyingDistributionsAmt
Applied To Year1$123,001AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$15,809AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$113,819UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN FRIENDS OF GENESIS JERUSALEM INC
3 RICHLAND DRIVESPRINGFIELDNJ07081NONEPCUNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.$20,000
AMERICAN FRIENDS OF MAGEN DAVID ADOM
20W 36TH STREET 1100NEW YORKNY10018NONEPCUNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.$1,000
AMERICAN FRIENDS OF YAD ELIEZER
410 GLEN ROADJACKSONNJ08527NONEPCUNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.$1,000
AMIT CHILDREN INC
49 WEST 37TH ST 5TH FLOORNEW YORKNY10018NONEPCUNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.$500
BEST FRIENDS ANIMAL SOCIETY
5001 ANGEL CANYON ROADKANABUT84741NONEPCUNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.$500
BIRTHRIGHT ISRAEL FOUNDATION
711 THIRD AVE 10TH FLOORNEW YORKNY10017NONEPCUNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.$1,000
CAMERA (COMMITTEE FOR ACCURACY IN MIDDLE EAST REPORTING IN AMERICA INC)
PO BOX 35040BOSTONMA02135NONEPCUNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.$500
CAMP HASC INC
1563 49TH STBROOKLYNNY11219NONEPCUNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.$500
CHABAD AT COLUMBIA UNIVERSITY
625 W 113TH STNEW YORKNY10025NONEPCUNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.$3,600
CHABAD AT SHORT HILLS
650 S ORANGE AVESHORT HILLSNJ07078NONEPCUNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.$1,800
CHABAD LUBAVITCH OF BOULDER COUNTY
4900 SIOUX DRIVEBOULDERCO80303NONEPCUNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.$1,500
CHABAD OF THE CAYMAN ISLANDS
3515 GREEN STHARRISBURGPA17110NONEPCUNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.$1,000
CHABAD OF TRIBECA
54 READE STREETNEW YORKNY10013NONEPCUNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.$500
CHAI CENTER FOR LIVING JUDAISM INC
307 MILLBURN AVEMILLBURNNJ07041NONEPCUNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.$3,600
CHAI LIFELINE
151 WEST 30TH ST 7TH FLOORNEW YORKNY10001NONEPCUNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.$1,000
COLEL CHABAD
806 EASTERN PKWYBROOKLYNNY11213NONEPCUNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.$1,500
COLUMBIA BARNARD HILLEL
606 WEST 115TH ST 3RD FLOORNEW YORKNY10025NONEPCUNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.$1,000
CONGREGATION ISRAEL OF SPRINGFIELD
339 MOUNTAIN AVESPRINGFIELDNJ07081NONEPCUNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.$1,800
FEED ISRAEL FOUNDATION
5229 NEW UTRECHT AVE 400BROOKLYNNY11219NONEPCUNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.$500
FLAME (FACTS AND LOGIC ABOUT MIDDLE EAST)
PO BOX 3460BERKELEYCA94703NONEPCUNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.$500
FRIENDS OF ISRAEL DISABLED VETERANS
1133 BROADWAY 318NEW YORKNY10010NONEPCUNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.$1,000
FRIENDS OF THE ISRAEL DEFENCE FORCES
60 EAST 42ND STNEW YORKNY10165NONEPCUNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.$1,000
FRIENDS OF UNITED HATZALAH INC
442 5TH AVENEW YORKNY10018NONEPCUNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.$1,800
FUND FOR ISRAEL'S TOMOTTOW (THANK ISRAELI SOLDIERS)
7777 BONHOMME AVE STE 2001ST LOUISMO63105NONEPCUNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.$500
HEBRON FUND
1760 OCEAN AVEBROOKLYNNY11230NONEPCUNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.$500
INTERNATIONAL FELLOWSHIP OF CHRISTIANS & JEWS
303 E WACKERCHICAGOIL60601NONEPCUNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.$1,000
JEWISH FAMILY SERVICE AGENCY OF CENTRAL JERSEY
655 WESTFIELD AVEELIZABETHNJ07208NONEPCUNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.$1,000
JEWISH RELIEF AGENCY
226 SUSSEX AVENUEMORRISTOWNNJ07960NONEPCUNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.$1,000
KAV L NOAR FOUNDATION
348 BROOK AVEPASSAICNJ07055NONEPCUNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.$1,000
KEREN CHASDEI YISROEL
15 LEMBERG COURT 301-BMONROENY10950NONEPCUNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.$4,800
KEREN HAYELED HATZALAH
1482 41ST STREETBROOKLYNNY11218NONEPCUNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.$360
MAKE-A-WISH FOUNDATION OF NEW JERSEY
1384 PERRINEVILLE ROADMONROE TWPNJ08831NONEPCUNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.$500
MEIR PANIM LACHAYAL INSTITUTE
390 KINGSTON AVEBROOKLYNNY11213NONEPCUNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.$1,800
MESORAH HERITAGE FOUNDATION
313 REGINA AVERAHWAYNJ07065NONEPCUNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.$500
MET COUNCIL
470 VANDERBILT AVE 9TH FLOORBROOKLYNNY11203NONEPCUNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.$1,000
METROWEST ISRAEL ACTION COMMITTEE
901 ROUTE 10WHIPPANYNJ07981NONEPCUNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.$1,800
MILLBURN-SHORT HILLS VOLUNTEER FIRST AID SQUAD
188 GLEN AVEMILLBURNNJ07041NONEPCUNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.$1,000
NEWARK ACADEMY
91 S ORANGE AVELIVINGSTONNJ07039NONEPCUNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.$5,000
OHEL CHILDREN'S HOME AND FAMILY SERVICES
1268 EAST 14TH STREETBROOKLYNNY11230NONEPCUNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.$500
PALM BEACH SYNAGOGUE
120 NORTH COUNTY ROADPALM BEACHFL33480NONEPCUNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.$55,400
SHRINERS HOSPITALS FOR CHILDREN
PO BOX 31356TAMPAFL33631NONEPCUNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.$500
SIMON WIESENTHAL CENTER
1399 SOUTH ROXBURY DRIVELOS ANGELESCA90035NONEPCUNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.$500
STEPHEN SILLER TUNNELS TO TOWERS FOUNDATION
2361 HYLAN BLVDSTATEN ISLANDNY10306NONEPCUNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.$500
THE VALERIE FUND
2101 MILLBURN AVENUEMAPLEWODDNJ07040NONEPCUNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.$5,000
TIKVAH CORP
8 HENDERSON DRIVEWEST CALDWELLNJ07006NONEPCUNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.$500
TIKVAH FUND
165 EAST 56TH STREET 4TH FLOORNEW YORKNY10022NONEPCUNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.$360
UNIVERSITY OF AUSTIN
522 CONGRESS AVEAUSTINTX78701NONEPCUNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.$500
WOUNDED WARRIOR PROJECT
4899 BELFORD ROAD 300JACKSONVILLEFL32256NONEPCUNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.$500
ZAKA TEL-AVIV
1831 55TH STBROOKLYNNY11204NONEPCUNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.$2,160
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$135,280TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$50,693ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$44,912ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,215ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$25,719ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$123,539ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$123,539TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$7,000Amt
Net Investment Income$3,500NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,500DisbursementsCharitablePrpsAmt

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionUNDER REGULATIONS SECTION 53.4942(A)-3(D)(2). THE FOUNDATION ELECTED TO APPLY ALL OF THE REMAINING AMOUNT TO THE UNDISTRIBUTED INCOME REMAINING FROM YEARS BEFORE 2021.ElectionDesc

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationFOR AN ORGANIZATION WHICH DOES NOT EXCEED $10,000 IN GROSS PUBLIC CONTRIBUTIONS FOR THE CURRENT TAX YEAR, STATE OF NEW JERSEY HAS NO REGISTRATION REQUIREMENT AND DOES NOT REQUIRE THE ORGANIZATION TO FURNISH A COPY OF FORM 990-PF TO THE ATTORNEY GENERAL.ExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (19 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AFFILIATED MANAGERS GROUP INC$7,500$5,715
AGNC INVESTMENT CORP$23,852$24,050
AMERICAN NATIONAL GROUP INC SHR OF 5.9596 FXD RT$50,000$49,100
AMERICAN NATIONAL GROUP INC SHR OF 6.62596 FXD RT$25,000$24,850
AMTRUST FINANCIAL SERVICES INC$25,000$14,100
BANC AMER FDG CORP SERIES 2005-8 CLASS 1 A 1$507$417
BANK OF AMERICA CORPORATION$30,000$22,356
CAPITAL ONE FINANCIAL CORP$25,000$18,730
CHIMERA INVESTMENT CORP$27,600$29,724
CITIGROUP INC PERPETUAL BND$10,231$10,014
LUMEN TECHNOLOGIES INC$25,002$13,360
MIXED ASSETS SECURITIES$374$372
PNC FINANCIAL SERVICES GROUP DEP SHRS REP 1 /1 00TH PERP PFD SER W$70,850$73,122
PNC FINL SVCS GROUP INC DEP SHRS REP 1 /100TH INT$49,131$49,306
PNC FINL SVCS GROUP INC NT$25,443$23,919
STATE STREET CORP$108,356$110,164
TELEPHONE DATA SYSTEMS INC$25,000$19,370
US BANCORP DEL$39,256$48,492
WELLS FARGO & COMPANY 4.75% DEP SHS$50,000$40,800

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABRDN TOTAL DYNAMIC DIVIDEND FUND, 19 SHS$326$163
ALCOA CORP, 20 SHS$1,962$661
APPLE INC, 1400 SHS$27,843$310,912
CHEESECAKE FACTORY INC, 175 SHS$4,699$6,806
CITIGROUP (10.05% CONTNGNT)$50,000$44,025
CITIGROUP INC COM, 525 SHS$23,443$34,062
ENERGY TRANSFER LP, 960 SHS$22,285$15,619
HOWMET AEROSPACE INC, 60SHS$4,101$5,742
JP MORGAN CHASE (CHWY)$25,000$6,650
JP MORGAN CHASE (TSLA)$50,000$48,015
KINDER MORGAN INC, 1206 SHS$44,795$25,483
UIT CLEAN ENERGY PRTFLIO SER 8$35,100$33,302
UIT FT CAP STRENGTH SER 62$77,371$118,847
UIT FT CAP STRENGTH SER 63$51,300$68,031
UIT FT CAP STRENGTH SER 66$80,841$101,459
UIT FT CAP STRENGTH SER 67$40,294$50,209
UIT FT CAP STRENGTH SER 68$189,181$204,934
UIT FT DIV STRENGTH SER 59$312,494$353,910
UIT FT DIV STRENGTH SER 62$51,078$57,839
UIT FT ENERGY SELECT SER 86$36,843$40,320
UIT FT EQUITY INCOME SER 76$79,468$87,827
UIT GUGG BLUE CHIP GROWTH 035$35,667$48,713
UIT GUGG BLUE CHIP GROWTH 041$85,780$84,922
UIT GUGG BLUE CHIP GROWTH SER 36$50,811$71,822
UIT GUGG BLUE CHIP VALUE 007$39,670$44,719
UIT GUGG DEFINED PRTFLIO SER 11$41,266$44,088
UIT GUGG DEFINED PRTFLIO SER 40$25,068$25,064
UIT GUGG ENERGY INNOVATION 002$60,695$61,341

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$53,121USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$53,899USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES & ADMIN FEES$393$393$0
INVESTMENT EXPENSE$167$167$0
NJ ANNUAL REPORT$30$0$30

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
ENERGY TRANSFER LP$15$15$15
ENERGY TRANSFER LP SERIES C$2,200$2,200$2,200

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescK-1 REPORTING PERIOD TIMING DIFFERENCESDesc
Amt$433Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$776Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt