LOUIS & MARTHA SILVER FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: LOUIS & MARTHA SILVER FOUNDATION (EIN 13-6165326)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-11-09
IRS object ID: 202323139349101857
Schema version: 2022v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Accounting Fees Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Legal Fees Schedule
Other Assets Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-11-09T03:02:17-00:00	ReturnTs
Tax Period End	2022-12-31	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	1 Acorn Drive	AddressLine1Txt
City	North Granby	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06060	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2022-01-01	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	Wendy Zeigler	PersonNm
Person Title	President	PersonTitleTxt
Phone	9142851430	PhoneNum
Signature	2023-11-09	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	Wendy	PersonFirstNm
Person Last	Zeigler	PersonLastNm

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Lisa A Dufrane CPA	PreparerPersonNm
PTIN	P00401526	PTIN
Phone	8608448375	PhoneNum
Preparation	2023-11-09	PreparationDt
Self Employed	Yes (X)	SelfEmployedInd

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	2022	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	$2,660,141	FMVAssetsEOYAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$83,348	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$83,348	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	-$2,026	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$108,682	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$380	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$380	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$81,702	TotalRevAndExpnssAmt
Total Net Invst Incm	$83,728	TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss	$3,000	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$1,500	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$1,500	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$4,367	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$4,367	OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss	$2,058	TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl	$250	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$883	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$883	OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$10,308	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$6,750	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$1,750	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$2,886,226	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$2,886,226	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$2,896,534	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$6,750	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$2,887,976	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$2,814,832	ExcessRevenueOverExpensesAmt
Net Investment Income	$76,978	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$636,335	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$69,385	SavAndTempCashInvstEOYAmt
Corporate Stock BOY	$4,424,317	CorporateStockBOYAmt
Corporate Stock EOY	$1,927,106	CorporateStockEOYAmt
Corporate Stock EOYFMV	$1,927,106	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$767,399	CorporateBondsBOYAmt
Corporate Bonds EOY	$525,476	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$525,476	CorporateBondsEOYFMVAmt
Other Investments BOY	$153,572	OtherInvestmentsBOYAmt
Other Investments EOY	$207,559	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$207,559	OtherInvestmentsEOYFMVAmt
Other Assets BOY	$8,208	OtherAssetsBOYAmt
Other Assets EOY	$9,352	OtherAssetsEOYAmt
Total Assets BOY	$5,989,831	TotalAssetsBOYAmt
Total Assets EOY	$2,738,878	TotalAssetsEOYAmt
Total Assets EOYFMV	$2,660,141	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$5,250	AccountsPayableBOYAmt
Accounts Payable EOY	$53,100	AccountsPayableEOYAmt
Total Liabilities BOY	$5,250	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$53,100	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$5,984,581	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$2,685,778	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$5,984,581	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$2,685,778	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$5,989,831	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$2,738,878	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$5,984,581	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$2,814,832	ExcessRevenueOverExpensesAmt
Subtotal	$3,169,749	SubtotalAmt
Other Decreases	$483,971	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$2,685,778	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
3000 CDK Glob	P	2021-07-16	2022-07-06	$3,038	$3,143	-$105	-$105
2000 US TSY Note	P	2021-12-29	2022-02-09	$2,013	$2,019	-$6	-$6
3000 US Treasury INFL Note	P	2021-11-09	2022-02-09	$2,877	$2,968	-$91	-$91
3000 US Treasury INFL Note	P	2021-11-09	2022-02-15	$2,857	$2,968	-$111	-$111
7000 US Treasury INFL Note	P	2021-11-09	2022-02-16	$6,681	$6,925	-$244	-$244
2000 US Treasury INFL Note	P	2021-11-09	2022-03-02	$1,919	$1,978	-$59	-$59
2000 US Treasury INFL Note	P	2021-11-09	2022-04-25	$1,842	$1,978	-$136	-$136
2000 US Treasury INFL Note	P	2021-11-09	2022-04-28	$1,843	$1,978	-$135	-$135
16000 AMC Networks	P	2020-04-06	2022-10-28	$14,640	$14,720	-$80	-$80
13000 CDK GLOB	P	2016-06-17	2022-07-06	$13,471	$12,680	$571	$571
17000 CENTURYLINK	P	2020-06-25	2022-10-03	$17,690	$17,761	-$71	-$71
10000 CITRIX SYSTEMS	P	2020-07-29	2022-03-07	$10,344	$11,205	-$861	-$861
3000 CITRIX SYSTEMS	P	2020-09-10	2022-03-10	$3,102	$3,363	-$261	-$261
1000 HP CO NOTE	P	2020-06-19	2022-02-09	$1,017	$1,034	-$17	-$17
12000 HP CO NOTE	P	2020-07-29	2022-02-09	$12,206	$12,734	-$528	-$528
11000 MOTOROLA SOLUTIONS	P	2017-01-10	2022-06-02	$11,142	$11,033	$109	$109
2000 ZIMMER BIOMET	P	2019-12-18	2022-03-18	$2,000	$2,001	-$1	-$1

Field	Value	IRS element (for citing)
Capital Gain Net Income	-$2,026	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	-$887	NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$1,070	InvestmentIncomeExciseTaxAmt
Subtotal	$1,070	SubtotalAmt
Tax Based On Investment Income	$1,070	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$1,840	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$1,840	TotalPaymentsAndCreditsAmt
Original Return Tax Paid	$1,840	OriginalReturnTaxPaidAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$17	EsPenaltyAmt
Overpayment	$753	OverpaymentAmt
Applied To ES Tax	$753	AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	NY	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	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	$3,798,358	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$345,210	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$4,143,568	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$4,143,568	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$62,154	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$4,081,414	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$204,071	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$204,071	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$1,070	TaxBasedOnInvestmentIncomeAmt
Total Tax	$1,070	TotalTaxAmt
Distributable Before Adj	$203,001	DistributableBeforeAdjAmt
Distributable Before Ded	$203,001	DistributableBeforeDedAmt
Distributable As Adjusted	$203,001	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$2,887,976	ExpensesAndContributionsAmt
Qualifying Distributions	$2,887,976	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$203,001	DistributableAsAdjustedAmt
Undistributed Income PY	$157,034	UndistributedIncomePYAmt
Qualifying Distributions	$2,887,976	QualifyingDistributionsAmt
Applied To Year1	$157,034	AppliedToYear1Amt
Applied To Current Year	$203,001	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$2,527,941	RemainingDistriFromCorpusAmt
Total Corpus	$2,527,941	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$2,527,941	ExcessDistriCyovToNextYrAmt
Excess From Current Year	$2,527,941	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 (33 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
American Friends Of Bar-Ilan University
160 E56th Street	NY	NY	10022	None	PC	Unrestricted	$5,000
American Friends Of SHALVA
441 Lexington Avenue 602	NY	NY	10017	None	PC	Unrestricted	$10,000
AMIT
49 West 37th Street 5th Fl	NY	NY	10003	None	PC	Unrestricted	$1,800
Bayith Lepleitot 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-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
Chai Lifeline
151 West 30th Street	NY	NY	10001	None	PC	Unrestricted	$1,000
Congregation B'nai Torah
6261 SW 18th St	Boca Raton	FL	33433	None	PC	Unrestricted	$1,000
Emunah Of America
500 7th Avenue 8th Fl	NY	NY	10018	None	PC	Unrestricted	$1,800
Eretz Hemdah (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 232	NY	NY	10010	None	PC	Unrestricted	$1,800
Friends of United Hatzalah
442 5th Avenue Ste 1866	NY	NY	10018	None	PC	Unrestricted	$1,800
Hasbara Fellowships
228 Park Avneue	NY	NY	10003	None	PC	Unrestricted	$1,800
Honest Reporting
10024 Skokie Blvd	Skokie	IL	60077	None	PC	Unrestricted	$1,800
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
Jerusalem College Of Technology (Friends Of)
445 Central Ave Ste 307	Cedarhurst	NY	11516	None	PC	Unrestricted	$1,000
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	$5,000
Met Council
77 Water St 26th Floor	NY	NY	10005	None	PC	Unrestricted	$7,500
Ohr Torah Stone Institutions Of Israel
49 West 45th Street	NY	NY	10036	None	PC	Unrestricted	$500
PEF Israel Endowment Funds Inc
630 3rd Avenue 15 Fl	NY	NY	10017	None	PC	Unrestricted	$1,000
Pardes Institue Of Jewish Studies
228 Park Avenue S STE 35858	NY	NY	10003	None	PC	Unrestricted	$1,800
SAR Academy
655 W 254 St	Riverdale	NY	10471	None	PC	Unrestricted	$3,600
The Jaffa Institute
297 S Washington Ave 2 Fl	Bergenfield	NJ	07621	None	PC	Unrestricted	$5,000
UJA Federation of New York
PO Box 4227	NY	NY	10261	None	PC	Unrestricted	$860
Westchester Day School
856 Orienta Avenue	Mamaroneck	NY	10543	None	PC	Unrestricted	$3,600
Westchester Hebrew High School
856 Orienta Avenue	Mamaroneck	NY	10543	None	PC	Unrestricted	$1,000
Yeshiva University - Bernard Revel School
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	$1,800
Silver Ziegler Family Foundation
501 North Broadway	St Louis	MO	63102	None	PF	Unrestricted	$2,787,566

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$2,886,226	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$83,348	ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$380	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	-$2,026	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$81,702	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$81,702	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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	Accounting Fees	CategoryTxt
Amt	$3,000	Amt
Net Investment Income	$1,500	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$1,500	DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (47 entries)

BondBondNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
Broadcom Corp	$12,300	$12,300
Trinity Acquisitions	$13,925	$13,925
Dollar Tree	$12,699	$12,699
Western Digital Corp	$12,242	$12,242
ATT	$12,662	$12,662
American Tower	$12,678	$12,678
CDW LLC	$12,885	$12,885
QVC Inc	$10,611	$10,611
Motorola	$1,964	$1,964
Kraft Heinz	$12,446	$12,446
Carlisle Cos Inc	$13,062	$13,062
Discovery Comm LLC	$3,818	$3,818
Discovery Comm LLC	$8,009	$8,009
Encompass Health Corp	$15,443	$15,443
Lamar Media Corp	$15,217	$15,217
SVC Corp Intl	$15,001	$15,001
Zimmer Holdings	$11,329	$11,329
Altria	$13,442	$13,442
Aecom	$14,438	$14,438
Ball Corp	$15,682	$15,682
Bat Capital Corp	$12,488	$12,488
Block Financial	$12,774	$12,774
Boyd Gaming Corp	$14,902	$14,902
Crown Amers LLC	$15,257	$15,257
HCA OMC	$11,947	$11,947
Microchip Tech	$13,602	$13,602
QORVO	$13,264	$13,264
Scotts Miracle-Gro	$16,200	$16,200
Silgan Holdings	$15,728	$15,728
Tenga Inc	$16,126	$16,126
Teleflex Inc	$15,249	$15,249
Total Sys Services Inc	$4,874	$4,874
United Rentals	$15,162	$15,162
US Treasury Note	$2,692	$2,692
Spectrum Brands	$1,977	$1,977
Molson Coors	$12,079	$12,079
Expedia Group	$9,608	$9,608
Olin Corp	$6,615	$6,615
Newell Brands	$5,965	$5,965
Transdigm Inc	$5,631	$5,631
L Brands Inc	$15,444	$15,444
Oracle Corp	$13,015	$13,015
Threehouse Foods	$7,650	$7,650
Wabtec	$13,472	$13,472
SBA Comm	$2,494	$2,494
Motorola	$1,908	$1,908
Olin Corp	$9,500	$9,500

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (34 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
562 shares of Altria	$25,688	$25,688
500 shares of Halliburton	$19,675	$19,675
500 shares of Walt Disney	$43,440	$43,440
1300 shares of Intel	$34,359	$34,359
700 shares of Wal-Mart	$99,253	$99,253
791 shares of Verizon	$31,165	$31,165
126 shares of Kraft	$5,251	$5,251
200 shares of Lilly Eli	$73,168	$73,168
2250 shares of UGI	$83,408	$83,408
750 shares of Merck	$83,212	$83,212
2100 shares of Microsoft	$503,622	$503,622
389 shares of Mondelez Intl Inc	$25,927	$25,927
400 shares of Morgan Stanley	$34,008	$34,008
400 shares of Nucor	$52,724	$52,724
547 shares of Dupont De Numours Inc	$37,541	$37,541
1300 shares of Pepsico	$234,858	$234,858
600 shares of Pfizer	$30,744	$30,744
563 shares of Philip Morris International	$56,981	$56,981
600 shares of Proctor Gamble	$90,936	$90,936
400 shares of Teva Pharmaceuticals	$3,648	$3,648
800 shares of Starbucks	$79,360	$79,360
125 shares of General Electric	$10,474	$10,474
55 shares of Zimmer Holdings	$7,013	$7,013
547 shares of Dow	$27,563	$27,563
547 shares of Corteva Inc	$32,152	$32,152
5 shares of Westinghouse Air Brake Technologies Inc	$499	$499
500 shares of Boeing	$95,245	$95,245
550 shares of Bristol Meyers	$39,573	$39,573
100 shares of Chemours Co	$3,062	$3,062
225 shares of Corning	$7,187	$7,187
1100 shares of Cisco	$52,404	$52,404
74 shares of Viatris Inc	$824	$824
75 shares of Organon Co	$2,095	$2,095
5 shares of Zimvie Inc	$47	$47

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
Putnam Short Duration Income Fund Class A	AT COST	$194,637	$194,637
Insured Deposits	AT COST	$12,922	$12,922

Legal Fees Schedule LegalFeesSchedule

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt
Interest Receivable	$6,390	$6,692
Prepaid Tax Payments	$1,752	$1,840
Dividends Receivable	$66	$820

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	Unrealized Loss from Securities	Desc
Amt	$483,971	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	Bank Charges	Desc
Revenue And Expenses Per Books	$883	RevenueAndExpensesPerBooksAmt
Net Investment Income	$883	NetInvestmentIncomeAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	Consent for Change of Terms	Desc
Revenue And Expenses Per Books	$380	RevenueAndExpensesPerBooksAmt
Net Investment Income	$380	NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	Management Fees - UBS Financial	CategoryTxt
Amt	$4,367	Amt
Net Investment Income	$4,367	NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Federal Taxes	$1,808
State Taxes	$250	$250