MATTHEW 18 5 FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MATTHEW 18 5 FOUNDATION (EIN 45-3077267)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202523169349100732
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-12T09:16:53-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222140519 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VAN DUYNE BRUNO & CO PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 HOOK MOUNTAIN ROAD PO BOX 896 | AddressLine1Txt |
| City | PINE BROOK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07058 | 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 | 453077267 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MATTHEW 185 FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MATT | BusinessNameControlTxt |
| Phone | 9738081445 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 473 WHITE BIRCH DRIVE | AddressLine1Txt |
| City | RIVERVALE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07675 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES MATAR | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 9738081445 | PhoneNum |
| Signature | 2025-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JACK GUTIERREZ | PreparerPersonNm |
| PTIN | P00735464 | PTIN |
| Phone | 9738081445 | 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 | $3,897,814 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $40,186 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $40,186 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,573 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $579,784 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $62,760 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $40,187 | 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 | $2,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,042 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $40,439 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $43,581 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $186,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $186,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $229,881 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $186,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$167,121 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $40,187 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | -$5,575 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | -$30,569 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | -$30,569 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $23,213 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $19,016 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $19,016 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $26,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $26,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $26,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,927,830 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,409,964 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,484,948 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $35,929 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $36,100 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $36,100 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $377,928 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $362,319 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $362,319 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,359,325 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,822,830 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,897,814 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $321,806 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $317,195 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $321,806 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $317,195 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,037,519 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,505,635 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,037,519 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,505,635 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,359,325 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,822,830 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,037,519 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$167,121 | ExcessRevenueOverExpensesAmt |
| Other Increases | $635,237 | OtherIncreasesAmt |
| Subtotal | $2,505,635 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,505,635 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $559 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $559 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $559 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $30 | EsPenaltyAmt |
| Tax Due | $589 | 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 | CHARLES MATAR | IndividualWithBooksNm |
| Phone | 9738081445 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 473 WHITE BIRCH DRIVE | AddressLine1Txt |
| City | RIVER VALE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07675 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CHARLES MATAR | ||||||||
| 473 WHITE BIRCH DRIVE | RIVER VALE | NJ | 07675 | PRESIDENT/SECRETARY/DIRECT | 0.00 | $0 | $0 | $0 |
| JENNIFER MATAR | ||||||||
| 473 WHITE BIRCH DRIVE | RIVER VALE | NJ | 07675 | VICE PRESIDENT/DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $3,323,224 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,305 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,331,529 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,331,529 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $49,973 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,281,556 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $164,078 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $164,078 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $559 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $559 | TotalTaxAmt |
| Distributable Before Adj | $163,519 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $163,519 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $163,519 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $186,300 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $186,300 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $163,519 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $69,899 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $104,493 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $19,484 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $193,876 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $186,300 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $163,519 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $22,781 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $216,657 | 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 | $69,899 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $146,758 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $104,493 | ExcessFromYear2Amt |
| Excess From Year1 | $19,484 | ExcessFromYear1Amt |
| Excess From Current Year | $22,781 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| B & M MARKET | ||||||
| 146 KINDERKAMACK ROAD | PARK RIDGE | NJ | 07656 | PUBLIC CHARITY | GENERAL PURPOSE | $300 |
| BERGEN PERFORMING ARTS CENTER | ||||||
| 30 N VAN BRUNT ST | ENGLEWOOD | NJ | 07631 | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 |
| BETTY HARVEY | ||||||
| C/O 473 WHITE BIRCH DRIVE | RIVER VALE | NJ | 07675 | PUBLIC CHARITY | GENERAL PURPOSE | $500 |
| BOYS AND GIRLS CLUB PATERSON | ||||||
| 264 21ST AVE | PATERSON | NJ | 07501 | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 |
| BRENDA AND FRED LUBERTO | ||||||
| C/O 473 WHITE BIRCH DRIVE | RIVER VALE | NJ | 07675 | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 |
| FAMILY PROMISE OF BERGEN COUNTY | ||||||
| 100 DAYTON STREET | RIDGEWOOD | NJ | 07450 | PUBLIC CHARITY | GENERAL PURPOSE | $23,800 |
| FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION | ||||||
| 11200 SW 8TH STREET | MIAMI | FL | 33199 | PUBLIC CHARITY | GENERAL PURPOSE | $16,000 |
| FRIENDSHIP HOUSE | ||||||
| 125 ATLANTIC AVENUE | HACKENSACK | NJ | 07601 | PUBLIC CHARITY | GENERAL PURPOSE | $4,000 |
| HACKENSACK MERIDAN SCHOOL | ||||||
| 123 METRO BLVD | NUTLEY | NJ | 07110 | PUBLIC CHARITY | GENERAL PURPOSE | $13,500 |
| HAMPTONS CHURCH | ||||||
| 126 S HILLISIDE AVE | SUCCASUNNA | NJ | 07876 | PUBLIC CHARITY | GENERAL PURPOSE | $80 |
| HOME FIT FOR HEROES | ||||||
| 500 FRANKLIN TURNPIKE | RAMSEY | NJ | 07446 | PUBLIC CHARITY | GENERAL PURPOSE | $13,000 |
| JILL ZARIN | ||||||
| C/O 473 WHITE BIRCH DRIVE | RIVER VALE | NJ | 07675 | PUBLIC CHARITY | GENERAL PURPOSE | $6,000 |
| KENDALL MADISON FOUNDATION | ||||||
| 8 FOX KNOLL COURT | LUTHERVILLE | MD | 21093 | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 |
| LEARNING SPRING | ||||||
| 247 E 20TH STREET | NEW YORK | NY | 10003 | PUBLIC CHARITY | GENERAL PURPOSE | $9,500 |
| MULTIPLE SCEROSIS OF AMERICA | ||||||
| 375 KINGS HIGHWAY N | CHERRY HILL | NJ | 08034 | PUBLIC CHARITY | GENERAL PURPOSES | $23,500 |
| NEW JERSEY STATE PBA SURVIVOR | ||||||
| 158 MAIN STREET | WOODBRIDGE | NJ | 07095 | PUBLIC CHARITY | GENERAL PURPOSE | $4,500 |
| QUALITY SERVICES FOR THE AUTISM COMMUNITY | ||||||
| 253 WEST 35TH STREET | NEW YORK | NY | 10001 | PUBLIC CHARITY | GENERAL PURPOSE | $1,577 |
| RAMAPO BERGEN ANIMAL REFUGE CENTER | ||||||
| 2 SHELTER LANE | OAKLAND | NJ | 07436 | PUBLIC CHARITY | GENERAL PURPOSE | $12,200 |
| RIVERVALE FIRE DEPARTMENT ASSOCIATION | ||||||
| 330 RIVERVALE ROAD | RIVER VALE | NJ | 07675 | PUBLIC CHARITY | GENERAL PURPOSE | $7,261 |
| SAINT PIUS X CHURCH | ||||||
| 834 BROOKSIDE DRIVE | FAIRFIELD | CT | 06824 | PUBLIC CHARITY | GENERAL PURPOSE | $4,700 |
| SAMIR RABIE | ||||||
| C/O 473 WHITE BIRCH DRIVE | RIVER VALE | NJ | 07675 | PUBLIC CHARITY | GENERAL PURPOSE | $1,010 |
| SPECTRUM FOR LIVING | ||||||
| 300 SPECTRUM DRIVE | EDISON | NJ | 08817 | PUBLIC CHARITY | GENERAL PURPOSE | $2,000 |
| ST JOSEPH'S SENIOR HOME | ||||||
| 1-3 ST JOSEPH TERRACE | WOODBRIDGE | NJ | 07095 | PUBLIC CHARITY | GENERAL PURPOSE | $6,500 |
| STONY BROOK SOUTHHAMPTON HOSPITAL | ||||||
| 240 MEETING HOUSE LANE | SOUTHHAMPTON | NY | 11968 | PUBLIC CHARITY | GENERAL PURPOSE | $4,622 |
| TABLE TO TABLE | ||||||
| 611 ROUTE 46 WEST | HASBROUCK HEIGHTS | NJ | 07604 | PUBLIC CHARITY | GENERAL PURPOSE | $7,500 |
| VINKA FUND | ||||||
| 3 AIR DANCER LANE | COLTS NECK | NJ | 07722 | PUBLIC CHARITY | GENERAL PURPOSE | $6,500 |
| YOUTH COUNCIL SERVICES | ||||||
| C/O 473 WHITE BIRCH DRIVE | RIVER VALE | NJ | 07675 | PUBLIC CHARITY | GENERAL PURPOSE | $6,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $186,300 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40,186 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $22,573 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $40,186 | ExclusionAmt |
| Related Or Exempt Function Incm | $22,574 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $62,760 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1 | INVESTMENT ACCOUNT HELD FOR SECURITIES FOR THE PURPOSE OF |
| 2 | SPENDING ON CONTRIBUTIONS TO OTHER FOUNDATIONS AND FOR THE BENEFIT |
| 3 | OF THE FOUNDATION IN THE NEAR FUTURE |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $2,100 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Basis MethodBasisMethodTxt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|---|---|
| PERSHING LLC | 2024-01 | PURCHASED | 2024-12 | $271,025 | $317,029 | COST | $0 | -$46,004 |
| PERSHING LLC | 2024-01 | PURCHASED | 2024-12 | $308,759 | $240,182 | COST | $0 | $68,577 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME | BondNm |
| EOY Book Value | $36,100 | EOYBookValueAmt |
| EOYFMV | $36,100 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $2,409,964 | EOYBookValueAmt |
| EOYFMV | $3,484,948 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN GREAT SHEPHERD | AT COST | $121,337 | $121,337 |
| INVESTMENT IN 277 KINDERKAMACK ROAD | AT COST | $214,508 | $214,508 |
| LOAN - CRUSH RESTAURANT | AT COST | $26,474 | $26,474 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISORY FEES | $25,806 | $0 | $0 |
| BANK CHARGES | $51 | $0 | $0 |
| INSURANCE | $826 | $0 | $0 |
| PASSTHROUGH RENTAL LOSSES | $10,998 | $0 | $0 |
| OFFICE EXPENSE | $256 | $0 | $0 |
| MINISTRY EXPENSES | $1,244 | $0 | $0 |
| UTILITIES | $100 | $0 | $0 |
| OUTSIDE SERVICES | $1,000 | $0 | $0 |
| REPAIRS | $158 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $635,237 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN SENATE PLACE | Desc |
| BOY Book Value | $321,806 | BOYBookValueAmt |
| EOY Book Value | $317,195 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER TAXES | CategoryTxt |
| Amt | $1,042 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |