MARK & NINA FELDMAN FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MARK & NINA FELDMAN FAMILY FOUNDATION (EIN 22-2770566)
- Tax period
- 2024-08-01 to 2025-07-31
- Filed
- 2025-10-28
- IRS object ID
- 202533019349101203
- 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
- Applied To Prior Year Election
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-28T11:41:08-05:00 | ReturnTs |
| Tax Period End | 2025-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221732349 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISS & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CAMPUS DRIVE | AddressLine1Txt |
| City | FLORHAM PARK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07932 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222770566 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK & NINA FELDMAN | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARK | BusinessNameControlTxt |
| Phone | 9733799555 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 MILLBURN AVENUE 101 | AddressLine1Txt |
| City | MILLBURN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07041 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH FELDMAN | PersonNm |
| Person Title | TRUSTEE & TREASURER | PersonTitleTxt |
| Phone | 9733799555 | PhoneNum |
| Signature | 2025-10-25 | 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 | EITAN BALLOUL | PreparerPersonNm |
| PTIN | P01880253 | PTIN |
| Phone | 9739949400 | 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 | $2,942,071 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $70,530 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $70,530 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $205,756 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,417,155 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $205,756 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $27,843 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,732 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $304,129 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $281,018 | 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 | $8,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,000 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,461 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $529 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $498 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $31 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,990 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,498 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,031 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $120,040 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $120,040 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $131,030 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,498 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $124,071 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $173,099 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $276,520 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $57,200 | CashBOYAmt |
| Cash EOY | $103,691 | CashEOYAmt |
| Cash EOYFMV | $103,691 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $154,035 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $99,264 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $99,264 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $53,121 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $52,501 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $52,982 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,547,381 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,771,135 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,177,152 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $618,102 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $575,721 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $508,982 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,429,839 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,602,312 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,942,071 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $19 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $19 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,429,839 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,602,293 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,429,839 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,602,293 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,429,839 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,602,312 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,429,839 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $173,099 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,602,938 | SubtotalAmt |
| Other Decreases | $645 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,602,293 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $1,417,155 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,211,399 | CostOrOtherBasisAmt |
| Gain Or Loss | $205,756 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $205,756 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $205,756 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,844 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,844 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,844 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | 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 | $2,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,844 | 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 | 0 | 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 | WISS COMPANY LLP | IndividualWithBooksNm |
| Phone | 9739949400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CAMPUS DRIVE SUITE 400 | AddressLine1Txt |
| City | FLORHAM PARK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07932 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| JOSEPH FELDMAN | ||||||||
| 225 MILLBURN AVENUE SUITE 101 | MILLBURN | NJ | 07041 | TRUSTEE & TREASURER | 1.00 | $0 | $0 | $0 |
| JACOB FELDMAN | ||||||||
| 225 MILLBURN AVENUE SUITE 101 | MILLBURN | NJ | 07041 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SAMUEL FELDMAN | ||||||||
| 225 MILLBURN AVENUE SUITE 101 | MILLBURN | NJ | 07041 | TRUSTEE | 1.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PROVIDING ASSISTANCE TO PUBLIC CHARITIES IN CARRYING OUT THEIR EXEMPT PURPOSES. | Description1Txt |
| Expenses1 | $120,040 | Expenses1Amt |
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 | $2,676,391 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $202,331 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,878,722 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,878,722 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $43,181 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,835,541 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $141,777 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $141,777 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,844 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,844 | TotalTaxAmt |
| Distributable Before Adj | $137,933 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $137,933 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $137,933 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $124,071 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $124,071 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $137,933 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $113,819 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $124,071 | QualifyingDistributionsAmt |
| Applied To Year1 | $113,819 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,252 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $127,681 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AHARON SOFER MEMORIAL FUND | |||||||
| 119 5TH STREET | LAKEWOOD | NJ | 08701 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $1,000 |
| AMERICAN FRIENDS OF GENESIS JERUSALEM INC | |||||||
| 3 RICHLAND DRIVE | SPRINGFIELD | NJ | 07081 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $20,000 |
| AMERICAN FRIENDS OF LEMAAN ACHAI | |||||||
| 10 BRIARWOOD LN | SUFFERN | NY | 10901 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $2,660 |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| 711 THIRD AVE 10TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $1,000 |
| CHABAD AT COLUMBIA UNIVERSITY | |||||||
| 625 W 113TH ST | NEW YORK | NY | 10025 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $1,000 |
| CHABAD AT SHORT HILLS | |||||||
| 650 S ORANGE AVE | SHORT HILLS | NJ | 07078 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $1,800 |
| CHABAD LUBAVITCH OF BOULDER COUNTY | |||||||
| 4900 SIOUX DRIVE | BOULDER | CO | 80303 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $1,000 |
| CHABAD OF THE CAYMAN ISLANDS | |||||||
| 3515 GREEN ST | HARRISBURG | PA | 17110 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $1,000 |
| CHAI CENTER FOR LIVING JUDAISM INC | |||||||
| 307 MILLBURN AVE | MILLBURN | NJ | 07041 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $5,400 |
| CHAI LIFELINE | |||||||
| 151 WEST 30TH ST 7TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $360 |
| COLEL CHABAD | |||||||
| 806 EASTERN PKWY | BROOKLYN | NY | 11213 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $3,300 |
| COLUMBIA BARNARD HILLEL | |||||||
| 606 WEST 115TH ST 3RD FLOOR | NEW YORK | NY | 10025 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $500 |
| CONGREGATION ISRAEL OF SPRINGFIELD | |||||||
| 339 MOUNTAIN AVE | SPRINGFIELD | NJ | 07081 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $1,000 |
| EFRAT DEVELOPMENT FOUNDATION USA INC | |||||||
| 190 WILLIS AVE | MINEOLA | NY | 11501 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $360 |
| FRIENDS OF ISRAEL DISABLED VETERANS INC | |||||||
| 1133 BROADWAY 318 | NEW YORK | NY | 10178 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $2,000 |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | |||||||
| 60 EAST 42ND ST | NEW YORK | NY | 10165 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $2,000 |
| INTERNATIONAL FELLOWSHIP OF CHRISTIANS & JEWS | |||||||
| 303 E WACKER | CHICAGO | IL | 60601 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $1,500 |
| JEWISH FAMILY SERVICE AGENCY OF CENTRAL JERSEY | |||||||
| 655 WESTFIELD AVE | ELIZABETH | NJ | 07208 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $360 |
| JEWISH NATIONAL FUND | |||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $360 |
| JEWISH RELIEF AGENCY | |||||||
| 226 SUSSEX AVENUE | MORRISTOWN | NJ | 07960 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $1,500 |
| KAV L NOAR FOUNDATION | |||||||
| 348 BROOK AVE | PASSAIC | NJ | 07055 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $1,000 |
| KEREN CHASDEI YISROEL | |||||||
| 15 LEMBERG COURT 301-B | MONROE | NY | 10950 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $2,000 |
| MEIR PANIM LACHAYAL INSTITUTE | |||||||
| 390 KINGSTON AVE | BROOKLYN | NY | 11213 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $500 |
| MILLBURN-SHORT HILLS VOLUNTEER FIRST AID SQUAD | |||||||
| 188 GLEN AVE | MILLBURN | NJ | 07041 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $500 |
| NEEMAN FOUNDATION | |||||||
| 867 BOYLSTON STREET 1342 | BOSTON | MA | 02116 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $500 |
| NEWARK ACADEMY | |||||||
| 91 S ORANGE AVE | LIVINGSTON | NJ | 07039 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $5,000 |
| ONE ISRAEL FUND | |||||||
| 445 CENTRAL AVE 210 | CEDARHURST | NY | 11516 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $1,000 |
| OPERATION BENJAMIN | |||||||
| PO BOX 128 | MONTICELLO | NY | 12701 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $500 |
| PALM BEACH SYNAGOGUE | |||||||
| 120 NORTH COUNTY ROAD | PALM BEACH | FL | 33480 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $55,400 |
| THE VALERIE FUND | |||||||
| 2101 MILLBURN AVENUE | MAPLEWOOD | NJ | 07040 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $5,000 |
| TIKVAH CORP | |||||||
| 8 HENDERSON DRIVE | WEST CALDWELL | NJ | 07006 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $540 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $120,040 | 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 | $70,530 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 41 | ExclusionCd |
| Exclusion | $505 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $205,756 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| IRS-INTEREST PAYMENT ON REFUND | 14 | $4,227 |
| REFUND-IRS FORM 4720 | 01 | $23,111 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $304,129 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $304,129 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,000 | Amt |
| Net Investment Income | $4,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,000 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | UNDER REGULATIONS SECTION 53.4942(A)-3(D)(2). THE FOUNDATION ELECTED TO APPLY ALL OF THE REMAINING AMOUNT TO THE UNDISTRIBUTED INCOME REMAINING FROM YEARS BEFORE 2021. | ElectionDesc |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE FOUNDATION CONDUCTS ITS OPERATIONS WITHIN THE STATE OF NEW JERSEY; HOWEVER, IT DOES NOT ENGAGE IN THE SOLICITATION OF CHARITABLE CONTRIBUTIONS FROM THE GENERAL PUBLIC. PURSUANT TO THE NEW JERSEY CHARITABLE REGISTRATION AND INVESTIGATION ACT, N.J.S.A. 45:17A-18 ET SEQ., CHARITABLE ORGANIZATIONS THAT DO NOT SOLICIT OR RECEIVE CONTRIBUTIONS FROM THE PUBLIC ARE NOT REQUIRED TO REGISTER WITH, OR FURNISH COPIES OF THEIR ANNUAL RETURNS TO, THE NEW JERSEY DIVISION OF CONSUMER AFFAIRS. SPECIFICALLY, UNDER N.J.S.A. 45:17A-26, ORGANIZATIONS THAT DO NOT SOLICIT CONTRIBUTIONS WITHIN THE STATE ARE EXEMPT FROM THE REGISTRATION AND FILING REQUIREMENTS OF THE ACT. ACCORDINGLY, THE FOUNDATION IS NOT REQUIRED TO REGISTER WITH, OR FURNISH A COPY OF ITS FORM 990-PF TO, THE STATE OF NEW JERSEY UNDER APPLICABLE CHARITABLE REGISTRATION AND SOLICITATION LAWS. COPIES OF THE FOUNDATION'S ANNUAL FORM 990-PF ARE, HOWEVER, AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST AT THE FOUNDATION'S PRINCIPAL OFFICE, IN ACCORDANCE WITH THE PUBLIC DISCLOSURE REQUIREMENTS OF SECTION 6104 OF THE INTERNAL REVENUE CODE. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (18 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AFFILIATED MANAGERS GROUP INC 4.75% JR SUB NOTES DUE 2060 (MGRB) | $7,500 | $5,226 |
| AGNC INVESTMENT CORP 6.125% SERIES F PREFERRED (AGNCP) | $23,852 | $25,480 |
| AMERICAN NATIONAL GROUP INC 6.625% FIXED RATE RESET (ANGPRB) | $25,000 | $25,300 |
| AMTRUST FINANCIAL SERVICES INC 7.75% DEP SHS SER E (AFSIM) | $25,000 | $15,300 |
| BANC AMER FDG CORP SERIES 2005-8 CLASS 1A1 (05946XX57) | $486 | $410 |
| BANK OF AMERICA CORPORATION PREFERRED Q (BACPRQ) | $30,000 | $21,168 |
| CALAMOS GLOBAL DYNAMIC INCOME FUND (CHW) | $408 | $425 |
| CAPITAL ONE FINANCIAL CORP 4.80% SERIES J PREFERRED (COFPRJ) | $25,000 | $18,730 |
| CHIMERA INVESTMENT CORP 8.00% SERIES B PREFERRED (CIMPRB) | $27,600 | $30,000 |
| CITIGROUP INC 10.05% CONTINGENT INCOME AUTOCALL LINKED TO SLB, HAL & BP | $50,000 | $25,940 |
| CITIGROUP INC PERPETUAL VAR 7.125% (172967PK1) | $62,662 | $61,364 |
| GENERAL MOTORS FINANCIAL CO VAR 5.700% (37045XDB9) | $49,756 | $48,785 |
| LUMEN TECHNOLOGIES INC 6.875% DUE 01/15/2028 (156686AM9) | $25,002 | $24,671 |
| PNC FINANCIAL SERVICES GROUP INC 6.000% NON-CUM PFD (693475BD6) | $49,131 | $50,096 |
| PNC FINANCIAL SERVICES GROUP INC VAR 5.000% (693475AQ8) | $25,443 | $24,865 |
| ROYAL BANK OF CANADA JR SUBORDINATED NOTE DUE 11/24/2084 (780082AT0) | $73,881 | $71,462 |
| TELEPHONE AND DATA SYSTEMS INC 6.625% SERIES UU PREFERRED (TDSPRU) | $25,000 | $21,200 |
| WELLS FARGO & COMPANY 4.75% CLASS A SERIES Z PREFERRED (WFCPRZ) | $50,000 | $38,560 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (25 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABRDN TOTAL DYNAMIC DIVIDEND FUND (AOD), 19 SHS | $323 | $170 |
| ALCOA CORP (AA), 20 SHS | $1,962 | $599 |
| APPLE INC (AAPL), 1400 SHS | $27,843 | $290,598 |
| CHEESECAKE FACTORY INC (CAKE), 175 SHS | $4,699 | $11,184 |
| CITIGROUP INC COMMON (C), 525 SHS | $23,443 | $49,193 |
| ENERGY TRANSFER LP (ET) COMMON UNITS, 960 SHS | $21,514 | $17,318 |
| HOWMET AEROSPACE INC (HWM), 60 SHS | $4,101 | $10,786 |
| KINDER MORGAN INC (KMI), 1206 SHS | $44,795 | $33,840 |
| UIT FT AI ROBOTICS & TECHNOLOGY OPPORTUNITY SEMI-ANNUAL REINVEST | $92,631 | $95,864 |
| UIT FT AMERN AGENDA PORTFOLIO SER 30 | $412,461 | $427,059 |
| UIT FT CAPITAL STRENGTH PORTFOLIO SER 67 | $40,984 | $58,165 |
| UIT FT CAPITAL STRENGTH PORTFOLIO SER 68 | $190,936 | $225,521 |
| UIT FT CAPITAL STRENGTH PORTFOLIO SER 70 | $30,226 | $33,862 |
| UIT FT CAPITAL STRENGTH PORTFOLIO SER 71 | $250,885 | $268,497 |
| UIT FT CAPITAL STRENGTH PORTFOLIO SER 72 | $100,394 | $99,471 |
| UIT FT DIVIDEND STRENGTH PORTFOLIO SER 62 | $51,615 | $54,799 |
| UIT FT INNOVATIVE TECH PORTFOLIO SER 48 | $119,063 | $117,865 |
| UIT FT S&P DIVIDEND ARISTOCRATS TARGET 25 3Q '24 TERM 10/09/2025 (30336F157) | $25,496 | $25,051 |
| UIT GUGGENHEIM BLUE CHIP GROWTH PORTFOLIO 041 | $86,591 | $95,250 |
| UIT GUGGENHEIM BLUE CHIP GROWTH PORTFOLIO 044 | $76,128 | $81,837 |
| UIT GUGGENHEIM BLUE CHIP GROWTH PORTFOLIO 045 | $49,565 | $49,820 |
| UIT GUGGENHEIM BLUE CHIP VALUE PORTFOLIO 007 | $39,973 | $46,518 |
| UIT GUGGENHEIM DEFINED SERIES 40 BLUE CHIP GROWTH PORTFOLIO | $25,206 | $28,393 |
| UIT GUGGENHEIM DEFINED SERIES 42 BLUE CHIP GROWTH PORTFOLIO | $25,167 | $27,725 |
| UIT GUGGENHEIM DEFINED SERIES 43 BLUE CHIP GROWTH PORTFOLIO | $25,134 | $27,767 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $52,501 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $52,982 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT - INVESTMENTS | Desc |
| Amt | $645 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES & ADMIN FEES | $315 | $315 | $0 |
| INVESTMENT EXPENSE | $183 | $183 | $0 |
| NJ ANNUAL REPORT | $31 | $0 | $31 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ENERGY TRANSFER LP | $505 | $505 | $505 |
| IRS-INTEREST PAYMENT ON REFUND | $4,227 | $4,227 | $4,227 |
| REFUND-IRS FORM 4720 | $23,111 | $23,111 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED PARTNERSHIP DISTRIBUTION | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $19 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $2,461 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |