THE SUDLER FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE SUDLER FOUNDATION (EIN 22-6423710)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-23
- IRS object ID
- 202542969349100414
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-23T09:21:22-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 333709623 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK ADVISORY LLC | 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 | 2024-01-01 | 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 | 2025-10-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS CIMOCHOWSKI | PreparerPersonNm |
| PTIN | P01397609 | PTIN |
| Phone | 9732283500 | PhoneNum |
| Preparation | 2025-10-23 | PreparationDt |
| 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 | $15,237,402 | 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 | $1,100,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $211,388 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $211,388 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,097,206 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,569,158 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,097,206 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $713 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $713 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,409,307 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,309,307 | 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 | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $158,982 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $158,982 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,536 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,923 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $253 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $253 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $165,271 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $161,655 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,003 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $478,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $478,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $643,371 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $161,655 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $479,103 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,765,936 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,147,652 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,935,997 | CashBOYAmt |
| Cash EOY | $5,655,038 | CashEOYAmt |
| Cash EOYFMV | $5,655,038 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $483,015 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $331,663 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $454,393 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $2,800 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,800 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $6,533,263 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,728,710 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,125,171 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,952,275 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,718,211 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,237,402 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $11,952,275 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $14,718,211 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,952,275 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,718,211 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,952,275 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,718,211 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,952,275 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,765,936 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $14,718,211 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,718,211 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SHORT TERM SALES BNY 3996 | P | $558,065 | $571,408 | -$13,343 | -$13,343 |
| LONG TERM SALES BNY 3996 | P | $5,469,126 | $3,827,163 | $1,641,963 | $1,641,963 |
| SHORT TERM SALES BNY 001792 | P | $997,706 | $985,064 | $12,642 | $12,642 |
| LONG TERM SALES BNY 001792 | P | $575,467 | $445,029 | $130,438 | $130,438 |
| BNY 901044 SHORT TERM SALES | P | $269,414 | $240,094 | $29,320 | $29,320 |
| BNY 901044 LONG TERM SALES | P | $683,118 | $474,058 | $209,060 | $209,060 |
| BNY 01792 NON COVERED SALES | P | $209,170 | $176,909 | $32,261 | $32,261 |
| 3996 NON COVERED S/T SALES | P | $806,787 | $752,227 | $54,560 | $54,560 |
| CAPITAL GAINS DIVIDENDS | P | $305 | $305 | $305 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,097,206 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $29,852 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $29,852 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $29,852 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,800 | 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 | $2,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $27,052 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | $158,982 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,444,405 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,258,148 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,702,553 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,702,553 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $220,538 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,482,015 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $724,101 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $724,101 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $29,852 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $29,852 | TotalTaxAmt |
| Distributable Before Adj | $694,249 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $694,249 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $694,249 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $479,103 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $479,103 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $694,249 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $133,320 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $262,470 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $395,790 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $479,103 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $479,103 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $215,146 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $215,146 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $180,644 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $180,644 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $180,644 | 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 (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN DIABETES ASSOCIATION | ||||||
| 2451 CRYSTAL DRIVE SUITE 900 | ARLINGTON | VA | 22202 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $2,500 |
| ANDY BOVIN MEMORIAL FUND CO 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 | $2,500 |
| BREAST CANCER RESEARCH FOUNDATION | ||||||
| 60 EAST 56 STREET 8TH FLOOR | NEW YORK | NY | 10022 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $10,000 |
| COMFORT ZONE CAMP | ||||||
| 6606 W BROAD STREET SUITE 401 | RICHMOND | VA | 23230 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $2,500 |
| DAUGHTERS OF ISRAEL | ||||||
| 1155 PLEASANT VALLEY WAY | WEST ORANGE | NJ | 07052 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $5,000 |
| FAR HILLS COUNTRY DAY SCHOOL | ||||||
| 697 US-202 | FAR HILLS | NJ | 07931 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $37,250 |
| FORDHAM UNIVERSITY | ||||||
| 45 COLUMBUS AVENUE 8TH FLOOR | NEW YORK | NY | 10019 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $120,000 |
| FRIENDS OF ISRAEL DEFENSE FORCES | ||||||
| P O BOX 4224 | NEW YORK | NY | 10163 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $5,000 |
| HAMPTON CLASSIC HORSE SHOW | ||||||
| P O BOX 3013 | BRIDGEHAMPTON | NY | 119323013 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $7,500 |
| HATIKVAH EDUCATIONAL FOUNDATION | ||||||
| 1403 GILLINGHAM LANE | SUGAR LAND | TX | 77478 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $5,000 |
| HESCHEL SCHOOL | ||||||
| 20 WEST END AVENUE | NEW YORK | NY | 10023 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $200 |
| HUMANE SOCIETY OF GREENWOOD | ||||||
| P O BOX 49776 2820 AIRPORT ROAD | GREENWOOD | SC | 29649 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $2,500 |
| INTERFAITH FOOD PANTRY | ||||||
| 2 EXECUTIVE DRIVE | MORRIS PLAINS | NJ | 07950 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $1,000 |
| JEWISH HELPING HANDS CO YAD SOFFIN FOUNDATION | ||||||
| 90 RIVERSIDE DRIVE APT 4C | NEW YORK | NY | 100242102 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $5,000 |
| JEWISH VOCATIONAL SERVICE | ||||||
| 354 EISENHOWER PARKWAY SOUTH | LIVINGSTON | NJ | 07039 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $5,000 |
| LAWYERS FOR CHILDREN INC | ||||||
| 110 LAFAYETTE STREET 8TH FLOOR | NEW YORK | NY | 10013 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $250 |
| LIFE CAMP | ||||||
| 310 SOUTH STREET 4 | MORRISTOWN | NJ | 07960 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $3,500 |
| MANE STREAM | ||||||
| P O BOX 305 | OLDWICK | NJ | 08858 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $60,850 |
| MARK SCHONWETTER HOLOCAUST EDUCATION FOUNDATION | ||||||
| 184 SOUTH LIVINGSTON AVE SUITE 349 | LIVINGSTON | NJ | 07039 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $1,000 |
| MATHENY MEDICAL & EDUCATIONAL CENTER | ||||||
| P O BOX 339 65 HIGHLAND AVENUE | PEAPACK | NJ | 07977 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $500 |
| MENDHAM FIRE DEPARTMENT | ||||||
| 24 E MAIN STREET | MENDHAM | NJ | 07945 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $250 |
| MENDHAM TOWNSHIP FIRST AID SQUAD | ||||||
| P O BOX 122 | BROOKSIDE | NJ | 07926 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $250 |
| OPPORTUNITY PROJECT INC | ||||||
| 60 EAST WILLOW STREET | MILLBURN | NJ | 07041 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $16,000 |
| PAN-MASS CHALLENGE | ||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $1,500 |
| PARTNERSHIP FOR A DRUG FREE NJ | ||||||
| 155 MILBURN AVENUE | MILBURN | NJ | 07041 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $15,000 |
| PECONIC HOCKEY FOUNDATION | ||||||
| P O 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 | $1,500 |
| PROJECT ABLE | ||||||
| 175 RIVERSIDE DRIVE 51 | NEW YORK | NY | 10024 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $20,000 |
| THE RESOURCE FOUNDATION | ||||||
| 244 FIFTH AVENUE SUITE 1428 | NEW YORK | NY | 10001 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $1,000 |
| RILEY'S DANCE NJ SHARING NETWORK | ||||||
| 691 CENTRAL AVENUE | NEW PROVIDENCE | NJ | 07974 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $1,000 |
| RWJ BARNABAS HEALTH | ||||||
| 95 OLD SHORT HILLS ROAD | WEST ORANGE | NJ | 07052 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $10,000 |
| SPECIAL OPERATIONS WARRIOR FUND | ||||||
| 1137 MARBELLA PLAZA DRIVE | TAMPA | FL | 33619 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $100,000 |
| ST HUBERTS ANIMAL WELFARE CENTER | ||||||
| 573 WOODLAND AVENUE P O BOX 159 | MADISON | NJ | 079400159 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $7,500 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $5,000 |
| ST PATRICK'S DAY PARADE MORRIS COUNTY | ||||||
| P O BOX 400 | BROOKSIDE | NJ | 079260400 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $250 |
| UNITED FOOD BANK OF PLANT CITY | ||||||
| 702 E ALSOBROOK STREET H | PLANT CITY | FL | 33563 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $5,000 |
| ZOOLOGICAL SOCIETY OF NJ | ||||||
| 560 NORTHFIELD AVENUE | WEST ORANGE | NJ | 07052 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $478,100 | 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 | $211,388 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $713 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,097,206 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,309,307 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,309,307 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE LEAD TRUST ARTICLE 2AB CLAIRE SUDLER 2003 TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O SUDLER MGMT 245 GREEN VILLAGE R | AddressLine1Txt |
| City | CHATHAM | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 079280039 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $750 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BNY MELLON - 3996 SECURITIES | AT COST | $6,986,743 | $7,983,206 |
| PERSHING T8E-015302 SECURITIES | AT COST | $1,741,967 | $1,141,965 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Revenue And Expenses Per Books | $253 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $253 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $713 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $713 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $713 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY CUSTODIAN FEES | CategoryTxt |
| Amt | $158,982 | Amt |
| Net Investment Income | $158,982 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,923 | $1,923 | $0 |
| EXCISE TAX | $2,613 | $0 | $0 |