THE JUDELSON FAMILY CHARITABLE TRUST: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE JUDELSON FAMILY CHARITABLE TRUST (EIN 13-6264357)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-07
- IRS object ID
- 202533119349101808
- Schema version
- 2024v5.2
- 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
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-07T07:45:06-08:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 542139765 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kelson & Merves CPAs LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4501 Rt 9 North/ PO Box 563 | AddressLine1Txt |
| City | Howell | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07731 | 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 | 136264357 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JUDELSON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JUDE | BusinessNameControlTxt |
| Phone | 9173780222 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O KELSON MERVES PO BOX 563 | AddressLine1Txt |
| City | HOWELL | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07731 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEANEANE QUINN | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2025-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARY S MERVES | PreparerPersonNm |
| PTIN | P00227910 | PTIN |
| Phone | 7323642212 | PhoneNum |
| 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 | $8,404,055 | 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 |
| Interest On Sav Rev And Expnss | $158,636 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $158,636 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $158,636 | InterestOnSavingsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,441,559 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,501,443 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,441,559 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,600,195 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,600,195 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $158,636 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $107,952 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $107,952 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $41,404 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $41,404 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $102,370 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $102,315 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $55 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $986 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $986 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $252,712 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $102,315 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $150,397 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $390,452 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $390,452 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $643,164 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $102,315 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $540,849 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,957,031 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,497,880 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $158,636 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,405,073 | CashBOYAmt |
| Sav And Temp Cash Invst EOY | $8,372,414 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,371,567 | SavAndTempCashInvstEOYFMVAmt |
| Land Bldg Investments BOY | $449,637 | LandBldgInvestmentsBOYAmt |
| Other Assets EOY | $32,488 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $32,488 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,854,710 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,404,902 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,404,055 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $1,550 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $1,550 | LoansFromOfficersEOYAmt |
| Other Liabilities BOY | $285,000 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $286,550 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,550 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,568,160 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,403,352 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,568,160 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,403,352 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,854,710 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,404,902 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,568,160 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,957,031 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,525,191 | SubtotalAmt |
| Other Decreases | $121,839 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,403,352 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| LAND, BRANCHBURG, NJ | P | 1980-01-01 | 2024-08-01 | $5,170,175 | $728,597 | $4,441,578 | $4,441,578 |
| 14985.015 JPM PRIME MM FD | P | 2024-08-14 | 2024-08-15 | $15,000 | $15,002 | -$2 | -$2 |
| 998.901 JPM PRIME MM FD | P | 2024-08-14 | 2024-09-12 | $1,000 | $1,000 | ||
| 2597.143 JPM PRIME MM FD | P | 2024-08-14 | 2024-09-12 | $2,600 | $2,600 | ||
| 59928.086 JPM PRIME MM FD | P | 2024-08-14 | 2024-09-13 | $60,000 | $59,994 | $6 | $6 |
| 28863.228 JPM PRIME MM FD | P | 2024-08-14 | 2024-09-25 | $28,901 | $28,895 | $6 | $6 |
| 1498.352 JPM PRIME MM FD | P | 2024-08-14 | 2024-10-15 | $1,500 | $1,500 | ||
| 17982.017 JPM PRIME MM FD | P | 2024-08-14 | 2024-10-24 | $18,000 | $18,005 | -$5 | -$5 |
| 26616.933 JPM PRIME MM FD | P | 2024-08-14 | 2024-11-12 | $26,644 | $26,650 | -$6 | -$6 |
| 47952.048 JPM PRIME MM FD | P | 2024-08-14 | 2024-12-03 | $48,000 | $48,005 | -$5 | -$5 |
| 14985.015 JPM PRIME MM FD | P | 2024-08-14 | 2024-12-03 | $15,000 | $15,002 | -$2 | -$2 |
| 114508.492 JPM PRIME MM FD | P | 2024-08-14 | 2024-12-12 | $114,623 | $114,634 | -$11 | -$11 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,441,559 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$19 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $62,521 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $62,521 | SubtotalAmt |
| Tax Based On Investment Income | $62,521 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $62,598 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $62,598 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $77 | OverpaymentAmt |
| Applied To ES Tax | $77 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KELSON & MERVES CPAS LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7323642212 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 563 | AddressLine1Txt |
| City | HOWELL | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07731 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| PAUL JUDELSON | ||||||
| 314 EAST 51ST STREET | NEW YORK | NY | 10022 | Trustee | 1.00 | $0 |
| JEANEANE QUINN | ||||||
| 3500 N LAKE SHORE DR APT 6C | CHICAGO | IL | 60657 | Trustee | 1.00 | $0 |
| ROY JUDELSON | ||||||
| 33 EAST 70TH STREET APT 10E | NEW YORK | NY | 10021 | Trustee | 1.00 | $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 | NONE - THE FOUNDATION MAKES CHARITABLE CONTRIBUTIONS TO PRE-SELECTED CHARITABLE ORGANIZATIONS. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,329,600 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,630,295 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,769,231 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,729,126 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $8,729,126 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $130,937 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,598,189 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $429,909 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $429,909 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $62,521 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $62,521 | TotalTaxAmt |
| Distributable Before Adj | $367,388 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $367,388 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $367,388 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $540,849 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $540,849 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $367,388 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $420,974 | UndistributedIncomePYAmt |
| Qualifying Distributions | $540,849 | QualifyingDistributionsAmt |
| Applied To Year1 | $420,974 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $119,875 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $247,513 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE BUCKLEY SCHOOL | |||||||
| 113 EAST 73RD STREET | NEW YORK | NY | 10021 | N/A | PC | EDUCATIONAL | $500 |
| UNIVERSITY OF ARIZONA FOUNDATION | |||||||
| 1111 NORTH CHERRY AVE | TUCSON | AZ | 85721 | N/A | PC | EDUCATIONAL | $5,000 |
| SILVER SHIELD FOUNDATION | |||||||
| 870 UNITED NATIONS PLAZA | NEW YORK | NY | 10017 | N/A | PC | TUTORING AND COUNSELING CHILDREN | $2,000 |
| 4TH PRESBYTERIAN CHURCH | |||||||
| 126 EAST CHESTNUT STREET | CHICAGO | IL | 60611 | N/A | PC | RELIGIOUS | $5,000 |
| BROWN UNIVERSITY | |||||||
| 164 ANGELL STREET | PROVIDENCE | RI | 02912 | N/A | PC | EDUCATIONAL | $15,000 |
| THE JULLIARD SCHOOL | |||||||
| 60 LINCOLN SCHOOL | NEW YORK | NY | 10023 | N/A | PC | THE ARTS | $5,000 |
| THE EPISCOPAL SCHOOL | |||||||
| 35 EAST 69TH STREET | NEW YORK | NY | 10021 | N/A | PC | EDUCATIONAL | $500 |
| FIRST TEE OF CHICAGO | |||||||
| 2901 W LAKE AVENUE | GLENVIEW | IL | 60026 | N/A | PC | YOUTH DEVELOPMENT | $5,000 |
| NATIONAL PHILANTHROPIC TRUST | |||||||
| 165 TOWNSHIP LINE RD STE 1200 | JENKINTOWN | PA | 19046 | N/A | PC | CHARITABLE GIVING | $72,623 |
| LINCOLN PARK ZOO | |||||||
| 75 REMITTANCE dR | CHICAGO | IL | 60675 | N/A | PC | CARE FOR ZOO ANIMALS | $10,000 |
| BREBEUF JESUIT PREPARATORY SCHOOL | |||||||
| 2801 West 86th Street | INDIANAPOLIS | IN | 46268 | N/A | PC | EDUCATIONAL | $5,000 |
| IMPACTS GRANTS CHICAGO | |||||||
| PO BOX 578082 | CHICAGO | IL | 60657 | N/A | PC | HUMAN EMPOWERMENT | $5,000 |
| MARY MEYER SCHOOL | |||||||
| 2817 NORTH PINE GROVE AVE | CHICAGO | IL | 60657 | N/A | PC | EDUCATIONAL | $3,500 |
| SWISS INSTITUTE OF CONTEMPORARY ART | |||||||
| 38 ST MARKS PL | NEW YORK | NY | 10003 | N/A | PC | THE ARTS | $12,000 |
| INSTITUTE OF CONTEMPORARY ARTS | |||||||
| 25 HARBOR SHORE DR | BOSTON | MA | 02210 | N/A | PC | THE ARTS | $6,500 |
| THE MISTAKE ROOM | |||||||
| 811 E 20TH ST | LOS ANGELES | CA | 90058 | N/A | PC | THE ARTS | $1,500 |
| DEERFIELD ACADEMY | |||||||
| 7 BOYDEN LN | DEERFIELD | MA | 01342 | N/A | PC | EDUCATIONAL | $17,000 |
| RX ART | |||||||
| 208 FORSYTH ST | NEW YORK | NY | 10002 | N/A | PC | THE ARTS | $7,500 |
| WHITNEY MUSEUM OF AMERICAN ART | |||||||
| 99 GANSVOORT ST | NEW YORK | NY | 10014 | N/A | PC | THE ARTS | $10,000 |
| PERFORMA | |||||||
| 100 WEST 23RD ST | NEW YORK | NY | 10011 | N/A | PC | THE ARTS | $6,000 |
| TIMELINE THEATRE COMPANY | |||||||
| 615 W WELLINGTON AVE | CHICAGO | IL | 60657 | N/A | PC | THE ARTS | $3,500 |
| CHIKAMING OPEN LANDS | |||||||
| 12291 RED ARROW HIGHWAY | SAWYER | MI | 49125 | N/A | PC | OPEN LAND PROTECTION | $10,000 |
| PARTNERS IN HEALTH | |||||||
| 800 BOYLSTON STREET | BOSTON | MA | 02199 | N/A | PC | MEDICAL | $5,000 |
| GRANT PARK MUSIC FESTIVAL | |||||||
| PO BOX 71553 | CHICAGO | IL | 60694 | N/A | PC | SUPPORT THE ARTS | $7,500 |
| DEBORAH'S PLACE | |||||||
| 2822 W JACKSON BLVD | CHICAGO | IL | 60612 | N/A | PC | HELP HOMELESS WOMEN | $5,000 |
| ART INSTITUTE OF CHICAGO | |||||||
| 111 SOUTH MICHIGAN AVE | CHICAGO | IL | 60603 | N/A | PC | SUPPORT THE ARTS | $5,000 |
| GOODMAN THEATRE | |||||||
| 170 N DEARBORN ST | CHICAGO | IL | 60601 | N/A | PC | SUPPORT THE ARTS | $7,500 |
| WHITE COLUMNS INC | |||||||
| 91 HORATIO ST | NEW YORK | NY | 10014 | N/A | PC | SUPPORT THE ARTS | $500 |
| ARTISTS SPACE | |||||||
| 11 CORTLANDT ALLEY | NEW YORK | NY | 10013 | N/A | PC | THE ARTS | $13,000 |
| HUBBARD STREET DANCE CHICAGO | |||||||
| PO BOX 778859 | CHICAGO | IL | 60677 | N/A | PC | PUT ON DANCE RECITALS | $3,500 |
| CHICAGO SYMPHONY ORCHESTRA | |||||||
| 220 S MICHIGAN AVE | CHICAGO | IL | 60604 | N/A | PC | PUT ON SYMPHONY EVENTS | $5,000 |
| JUVENILE DIABETES FOUNDATION | |||||||
| 35 EAST WACKER DRIVE | CHICAGO | IL | 60601 | N/A | PC | MEDICAL RESEARCH | $5,000 |
| DALLAS CONTEMPORARY | |||||||
| 161 GLASS STREET | DALLAS | TX | 75207 | N/A | PC | THE ARTS | $5,000 |
| DIA CENTER FOR THE ARTS | |||||||
| 535 WEST 22ND STREET NO 6 FL | NEW YORK | NY | 10011 | N/A | PC | THE ARTS | $12,000 |
| YALE UNIVERSITY DEVELOPMENT | |||||||
| 157 CHURCH STREET | NEW HAVEN | CT | 06510 | N/A | PC | EDUCATIONAL | $25,000 |
| SKILLS FOR CHICAGOLANDS FUTURE | |||||||
| 191 N WACKER DR | CHICAGO | IL | 60606 | N/A | PC | SOCIAL SERVICES | $7,500 |
| LYRIC OPERA OF CHICAGO | |||||||
| 20 N WAKER DR | CHICAGO | IL | 60606 | N/A | PC | THE ARTS | $2,500 |
| JOE NAMATH CHARITABLE FOUNDATION | |||||||
| 300 E 51ST ST | NEW YORK | NY | 10022 | N/A | PC | AID TO CHILDREN | $1,000 |
| MEMORIAL SLOAN KETTERING CANCER CEN | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | N/A | PC | CANCER TREATMENT | $1,000 |
| FILMMAKERS COLLABORATIVE | |||||||
| 6 EASTMAN PLACE SUITE 202 | MELROSE | MA | 02176 | N/A | PC | THE ARTS | $12,500 |
| LOS ANGELES MUSEUM OF ART | |||||||
| 5905 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | N/A | PC | THE ARTS | $25,000 |
| LITTLE BIT THERAPEUTIC RIDING CENTE | |||||||
| 18675 NE 106TH ST STE 3024 | REDMOND | WA | 98052 | N/A | PC | THERAPEUTIC ASSISTANCE | $1,000 |
| TONO FESTIVAL INC | |||||||
| 227 WEST 77TH ST | NEW YORK | NY | 10024 | N/A | PC | THE ARTS | $5,000 |
| CENTER FOR ADOPTION SUPPORT AND EDU | |||||||
| 3919 NATIONAL DR STE 200 | BURTONSVILLE | MD | 20866 | N/A | PC | ADOPTION SUPPORT | $5,000 |
| GIARDANO DANCE STUDIO | |||||||
| 1754 N CLARK ST | CHICAGO | IL | 60614 | N/A | PC | THE ARTS | $3,615 |
| HEWITT SCHOOL | |||||||
| 45 EAST 75TH ST | NEW YORK | NY | 10021 | N/A | PC | HUMAN EMPOWERMENT | $3,500 |
| KEEP INDIANAPOLIS BEAUTIFUL | |||||||
| 1029 FLETCHER AVE | INDIANAPOLIS | IN | 46203 | N/A | PC | ENVIRONMENTAL CONSERVATION | $5,000 |
| NOURISHING HOPE | |||||||
| 1716 W HUBBARD ST | CHICAGO | IL | 60622 | N/A | PC | FOOD FOR THE NEEDY | $10,000 |
| AMBER WAVES FARM INC | |||||||
| 367 MAIN ST | AMAGANSETT | NY | 11930 | N/A | PC | PROVIDE FOOD | $714 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $390,452 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $158,636 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,441,559 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $158,636 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,441,559 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,600,195 | 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 | CategoryTxt |
| Amt | $41,404 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $41,404 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATTORNEY FEES | CategoryTxt |
| Legal Fees | $107,952 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $107,952 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | EOYFMVEOYFMVAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACCRUED INTEREST RECEIVABLE | $32,488 | |
| ACCRUED INTEREST RECEIVABLE | $32,488 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAXES PAID | Desc |
| Amt | $121,839 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| INSURANCE | $486 | $486 |
| LICENSES AND FEES | $500 | $500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NJ NON-RESIDENT TAX | $102,315 | $102,315 | |
| REAL ESTATE TAXES | $55 | $55 |