THE SUDLER FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE SUDLER FOUNDATION (EIN 22-6423710)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-13
- IRS object ID
- 202221339349103367
- Schema version
- 2021v4.2
- 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
- All Oth Prog Rltd Investments Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-13T13:47:16-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 SYLVAN WAY | AddressLine1Txt |
| City | PARSIPPANY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070543801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 226423710 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SUDLER FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O SUDLER MANAGEMENT CORP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUDL | BusinessNameControlTxt |
| Phone | 9732570700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 GREEN VILLAGE ROAD PO BOX 39 | AddressLine1Txt |
| City | CHATHAM | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 079280039 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER SUDLER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9732570700 | PhoneNum |
| Signature | 2022-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PETER | PersonFirstNm |
| Person Last | SUDLER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOE SCUTELLARO | PreparerPersonNm |
| PTIN | P00399727 | PTIN |
| Phone | 9732283500 | PhoneNum |
| Preparation | 2022-05-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,813,857 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,167,035 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $82,967 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $82,967 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,256,386 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,440,058 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,256,386 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,506,388 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,339,353 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,750 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $446 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $446 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $128,151 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $128,121 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $30 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $134,097 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $131,317 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,780 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $404,583 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $404,583 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $538,680 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $131,317 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $407,363 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,967,708 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,208,036 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,474,326 | CashBOYAmt |
| Cash EOY | $4,207,036 | CashEOYAmt |
| Cash EOYFMV | $4,207,036 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $277,518 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $396,460 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $396,460 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $5,400 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $7,586 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $7,586 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $5,512,661 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,662,797 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,202,775 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $43,891 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,313,796 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,273,879 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,813,857 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $9,313,796 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $11,273,879 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,313,796 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,273,879 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,313,796 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,273,879 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,313,796 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,967,708 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,281,504 | SubtotalAmt |
| Other Decreases | $7,625 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,273,879 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SHORT TERM BNY SELECT | P | $1,073,221 | $929,706 | $143,515 | $143,515 |
| LONG TERM BNY SELECT | P | $2,442,513 | $1,550,113 | $892,400 | $892,400 |
| BNY HS MGMT SHORT TERM | P | $673,249 | $536,152 | $137,097 | $137,097 |
| BNY HS MGMT LONG TERM | P | $250,685 | $167,701 | $82,984 | $82,984 |
| CAPITAL GAINS DIVIDENDS | P | $390 | $390 | $390 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,256,386 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,792 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16,792 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16,792 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,586 | 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 | $7,586 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $9,206 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PETER SUDLER | IndividualWithBooksNm |
| Phone | 9732570700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 GREEN VILLAGE ROAD PO BOX 39 | AddressLine1Txt |
| City | CHATHAM | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07928 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER SUDLER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 GREEN VILLAGE ROAD PO BOX 39 | AddressLine1Txt |
| City | CHATHAM | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 079280039 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BNY MELLON | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2034 | AddressLine1Txt |
| City | JERSEY CITY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07303 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $104,038 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,455,229 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,416,557 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,871,786 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,871,786 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $193,077 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,678,709 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $633,935 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $633,935 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,792 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,792 | TotalTaxAmt |
| Distributable Before Adj | $617,143 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $617,143 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $617,143 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $407,363 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $407,363 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $617,143 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $307,711 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $302,740 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $133,320 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $743,771 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $407,363 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $407,363 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $209,780 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $209,780 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $533,991 | 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 | $97,931 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $436,060 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $302,740 | ExcessFromYear4Amt |
| Excess From Year1 | $133,320 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PETER D SUDLER CO SUDLER MANAGMEMEN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 GREEN VILLAGE ROAD PO BOX 39 | AddressLine1Txt |
| City | CHATHAM | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 079280039 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9732570700 | RecipientPhoneNum |
| Form And Info And Materials | LETTER CONTAINING STATEMENT OF PROGRAM, AMOUNT OF FUNDING REQUESTED, AND A BRIEF DESCRIPTION OF ORGANIZATION MAKING THE REQUEST. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THE FOUNDATION DOES NOT PLAN TO MAKE GRANTS TO INDIVIDUALS OR ORGANIZATIONS CONSIDERED TO BE PRIVATE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF LEKET ISRAEL | ||||||
| PO BOX 2090 | TEANECK | NJ | 10021 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $5,000 |
| AMERICAN & INTERNATIONAL SOCIETIES FOR YAD VASHEM INC | ||||||
| 500 FIFTH AVENUE 42ND FLOOR | NEW YORK | NY | 101104299 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $1,800 |
| ANDY BOVIN MEMORIAL FUND OVERLOOK FOUNDATION | ||||||
| 36 UPPER OVERLOOK ROAD | SUMMIT | NJ | 079013547 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $1,800 |
| BONNIE BRAE FOUNDATION | ||||||
| 3415 VALLEY ROAD | LIBERTY CORNER | NJ | 079380825 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $1,000 |
| BOYS AND GIRLS CLUBS IN NEW JERSEY | ||||||
| 822 CLIFTON AVENUE | CLIFTON | NJ | 07013 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $5,000 |
| BREAST CANCER RESEARCH FOUNDATION | ||||||
| 28 WEST 44TH STREET SUITE 609 | NEW YORK | NY | 10036 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $10,000 |
| COLUMBUS CITIZENS FOUNDATION | ||||||
| EIGHT EAST 69 STREET | NEW YORK | NY | 07667 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $1,500 |
| CROHNS AND COLITIS FOUNDATION | ||||||
| PO BOX 1170 | EATONTOWN | NJ | 07724 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $1,000 |
| DANIEL WILCOX CAMP HOPE FUND | ||||||
| PO BOX 35 KNOX HILL ROAD | MORRISTOWN | NJ | 07960 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $500 |
| DAUGHTERS OF ISRAEL | ||||||
| 1155 PLEASANT VALLEY WAY | WEST ORANGE | NJ | 07052 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $5,000 |
| DEBORAH HOSPITAL FOUNDATION | ||||||
| 212 TRENTON ROAD | BROWNS MILLS | NJ | 80150 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $5,000 |
| FAR HILLS COUNTRY DAY SCHOOL | ||||||
| 697 US-202 | FAR HILLS | NJ | 07931 | NC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $25,000 |
| FORDHAM UNIVERSITY | ||||||
| 45 COLUMBUS AVENUE 8TH FLOOR | NEW YORK | NY | 10019 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $100,000 |
| CREATER NEWARK TENNIS AND EDUCATION | ||||||
| 44A FOREST DR | SPRINGFIELD | NJ | 07081 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $150 |
| HATIKVAH EDUCATIONAL FOUNDATION | ||||||
| 1403 GILLINGHAM LANE | SUGAR LAND | TX | 77478 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $2,500 |
| HOBOKEN POST 107 | ||||||
| 308 2ND STREET | HOBOKEN | NJ | 07306 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $33,333 |
| INNOVATIVE ACADEMY | ||||||
| 103 S EVERS STREET | PLANT CITY | FL | 33563 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $5,000 |
| JEWISH HELPING HANDS | ||||||
| 90 RIVERSIDE DRIVE APT 4C | NEW YORK | NY | 100242102 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $5,000 |
| LAWYERS FOR CHILDREN | ||||||
| 110 LAFAYETTE STREET 8TH FLOOR | NEW YORK | NY | 10013 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $500 |
| MANE STREAM | ||||||
| P O BOX 305 | OLDWICK | NJ | 08858 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $5,000 |
| MARCH OF DIMES | ||||||
| 1550 CRYSTAL DRIVE SUITE 1300 | ARLINGTON | VA | 222044144 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $3,000 |
| MSHE FOUNDATION | ||||||
| 184 SOUTH LIVINGSTON AVE SUITE 9349 | LIVINGSTON | NJ | 07039 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $2,500 |
| THE MICHAEL J FOX FOUNDATION | ||||||
| GRAND CENTRAL STATION PO BOX 4777 | NEW YORK | NY | 10163 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $1,000 |
| MORRISTOWN MEM HOSPITAL FOUNDATION | ||||||
| 100 MADISON AVENUE | MORRISTOWN | NJ | 07960 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $100,000 |
| NOURISH NEW JERSEY | ||||||
| 36 SOUTH STREET | MORRISTOWN | NJ | 07960 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $500 |
| OPPORTUNITY PROJECT | ||||||
| 60 EAST WILLOW STREET | MILLBURN | NJ | 07041 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $11,500 |
| PARTERSHIP FOR A DRUG FREE NJ | ||||||
| 155 MILBURN AVENUE | MILBURN | NJ | 07041 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $15,000 |
| PECONIC HOCKEY FOUNDATION | ||||||
| PO BOX 374 | WADING RIVER | NY | 11792 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $5,000 |
| THE PECK SCHOOL | ||||||
| 247 SOUTH STREET | MORRISTOWN | NJ | 07960 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $1,000 |
| PROJECT ABLE | ||||||
| 175 RIVERSIDE DRIVE 51 | NEW YORK | NY | 10024 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $20,000 |
| RILEY'S DANCE NJ SHARING NETWORK | ||||||
| 691 CENTRAL AVENUE | NEW PROVIDENCE | NJ | 07974 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $500 |
| ST HUBERTS ANIMAL WELFARE CENTER | ||||||
| 573 WOODLAND AVENUE P O BOX 159 | MADISON | NJ | 079400159 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $1,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $5,500 |
| TEMPLE HAR SHALOM | ||||||
| P O BOX 681236 | PARK CITY | UT | 84068 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $4,000 |
| TROOPERS BRIDGE FOUNDATION INC | ||||||
| PO BOX 123 | COLUMBIA | NJ | 07832 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $5,000 |
| UNITY IN THE COMMUNITY | ||||||
| 350 GRAND ST SUITE 404 | NEW YORK | NY | 10002 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $5,000 |
| UNITED FOOD BANK OF PLANT CITY | ||||||
| 702 E ALSOBROOK STREET H | PLANT CITY | FL | 33563 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $5,000 |
| WHEN THERE ARE NINE SCHOLARSHIP FEDERAL BAR FOUNDATION | ||||||
| 150 BROADWAY SUITE 505 | NEW YORK | NY | 10038 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $2,500 |
| ZOOLOGICAL SOCIETY OF NJ | ||||||
| 560 NORTHFIELD AVENUE | WEST ORANGE | NJ | 07052 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $404,583 | 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 | $82,967 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,256,386 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,339,353 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,339,353 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| CHARITABLE LEAD TRUST ARTICLE 2AB CLAIRE SUDLER 2003 TRUST | ||||||
| 1 | C/O SUDLER MGMT 245 GREEN VILLAGE R | CHATHAM | NJ | 079280039 | $1,100,000 | Yes (X) |
| MARJORIE SIMON | ||||||
| 2 | 6209 NW 246TH AVE | ALACHUA | FL | 326154135 | $67,035 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $5,500 | Amt |
| Net Investment Income | $2,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,750 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BNY HS MANAGEMENT - SECURITIES | AT COST | $996,650 | $1,154,771 |
| BNY MELLON - SECURITIES | AT COST | $5,666,147 | $9,048,004 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM BROKER - BNY | Desc |
| BOY Book Value | $43,891 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $7,625 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISORY CUSTODIAN FEES | $128,121 | $128,121 | $0 |
| NJ FILING FEE | $30 | $0 | $30 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $446 | Amt |
| Net Investment Income | $446 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |