NORMAN & BETTINA ROBERTS FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- NORMAN & BETTINA ROBERTS FOUNDATION INC (EIN 13-3702467)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-14
- IRS object ID
- 202601049349100345
- Schema version
- 2025v4.1
- 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 Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-14T14:11:03-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Barbara Briglio Finizio | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3263 NW 61st Street | AddressLine1Txt |
| City | Boca Raton | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33496 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133702467 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Norman & Bettina Roberts Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORM | BusinessNameControlTxt |
| Phone | 5613500008 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 65 Lawrence Street | AddressLine1Txt |
| City | Hillsdale | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07642 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Serina Canciglia | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 5613500008 | PhoneNum |
| Signature | 2026-04-01 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Barbara Briglio Finizio | PreparerPersonNm |
| PTIN | P02460238 | PTIN |
| Preparation | 2026-04-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $9,493,609 | 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 | $988 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $392,708 | DividendsRevAndExpnssAmt |
| Net Gain Sale Ast Rev And Expnss | $554,347 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,269,575 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $42,893 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $990,936 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $33,000 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $186,459 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $0 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $17,808 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $10,978 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $248,245 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $562,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $562,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $810,245 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $562,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $180,691 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,125 | CashBOYAmt |
| Cash EOY | $6,193 | CashEOYAmt |
| Cash EOYFMV | $6,193 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $37,733 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $83,807 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $83,807 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $5,816,760 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,084,355 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,964,219 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,095,677 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,494,439 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,596,674 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $1,196,717 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $660,909 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $842,716 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,149,012 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,329,703 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,493,609 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $9,149,012 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $9,329,703 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,149,012 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,329,703 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,149,012 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,329,703 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,149,012 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $180,691 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,329,703 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,329,703 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $0 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Barbara Briglio Finizio | IndividualWithBooksNm |
| Phone | 5613500008 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3263 NW 61st Street | AddressLine1Txt |
| City | Boca Raton | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33496 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Serina Canciglia | ||||||||
| 65 Lawrence Street | Hillsdale | NJ | 07642 | Trustee & President | 5.00 | $0 | $0 | $0 |
| Avi Scheck | ||||||||
| 65 Lawrence Street | Hillsdale | NJ | 07642 | Trustee | 3.00 | $0 | $0 | $0 |
| John Diprato | ||||||||
| 65 Lawrence Street | Hillsdale | NJ | 07642 | Trustee | 3.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,403,609 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $101,749 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,505,358 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $9,505,358 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $142,580 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,362,778 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $468,139 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $468,139 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $468,139 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $468,139 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $468,139 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $562,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $562,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $468,139 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $51,805 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $169,215 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $122,084 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $66,769 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $126,575 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $536,448 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $562,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $468,139 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $93,861 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $51,805 | ExcessDistriCyovAppCYCorpusAmt |
| Total Corpus | $578,504 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $578,504 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $169,215 | ExcessFromYear4Amt |
| Excess From Year3 | $122,084 | ExcessFromYear3Amt |
| Excess From Year2 | $66,769 | ExcessFromYear2Amt |
| Excess From Year1 | $126,575 | ExcessFromYear1Amt |
| Excess From Current Year | $93,861 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (62 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMIT | ||||||
| 817 Broadway | NYC | NY | 10003 | PC | charitable | $5,000 |
| Bergen Family Center | ||||||
| 44 Armory ST | Englewood | NJ | 07631 | PC | charitable | $5,000 |
| Billy Thompson Foundation | ||||||
| 3200 N Federal Hwy S105 | Boca Raton | FL | 33431 | PC | charitable | $5,000 |
| Bikur Cholim | ||||||
| PO Box 123 | Brooklyn | NY | 11219 | PC | charitable | $10,000 |
| Bobbie's Place | ||||||
| PO Box 789 | NYC | NY | 10001 | PC | charitable | $25,000 |
| Chabad | ||||||
| 7030 Feret ST | New Orleans | LA | 70118 | PC | charitable | $2,500 |
| Chabad of Bergen Cty | ||||||
| 244 Washinton Ave | Tenafly | NJ | 07670 | PC | charitable | $2,500 |
| Chabad Student Assoc | ||||||
| 770 Eastern Pkway | Brooklyn | NY | 11213 | PC | charitable | $5,000 |
| Chabad Student Network | ||||||
| 770 Eastern Pkwy | Brooklyn | NY | 11213 | PC | charitable | $2,500 |
| Chai Lifeline Inc | ||||||
| 151 W 30th ST | NYC | NY | 10001 | PC | charitable | $12,500 |
| Chasdei Lev | ||||||
| 15 Main St | Monsey | NY | 10952 | PC | charitable | $5,000 |
| Church Alive | ||||||
| 1351 W Hillsboro Blvd | Deerfield Bch | NY | 33442 | PC | charitable | $5,000 |
| Congregation Yeshiva | ||||||
| 1571 55th ST | Brooklyn | NY | 11211 | PC | charitable | $5,000 |
| Friendship Circle | ||||||
| 10 Microlab Rd | Livingston | NJ | 07039 | PC | charitable | $15,000 |
| Hackensack Univ Medical | ||||||
| 343 Thornall ST | Edison | NJ | 08837 | PC | charitable | $2,500 |
| High Point Univ | ||||||
| 1 University Pkway | High Point | NC | 27268 | PC | charitable | $15,000 |
| Il Circolo | ||||||
| 7411 Modena Dr | Boynton Beach | FL | 33437 | PC | charitable | $20,000 |
| JARC | ||||||
| 6735 Telegraph Rd | Bollmfield | MI | 48301 | PC | charitable | $1,000 |
| Jewish Foundation School | ||||||
| 539 Huguenot Ave | Staten Island | NY | 10312 | PC | charitable | $25,000 |
| Joseph & Malka Melohn Foundation | ||||||
| 40 Wall Street S3602 | NYC | NY | 10005 | PF | charitable | $5,000 |
| Khal Adath Jeshurun | ||||||
| 85 Bennett Ave | NYC | NY | 10033 | PC | chariable | $1,800 |
| Kollel Bnei Yeshivas | ||||||
| 15 Main ST | Lakewood | NJ | 08701 | PC | charitable | $10,000 |
| Lower Manhattan Cultural | ||||||
| 125 Maiden Ln | NYC | NY | 10038 | PC | charitable | $5,000 |
| Mahway Evangelical Free Church | ||||||
| 375 Ramapo Valley Road | Mahway | NJ | 07430 | PC | charitable | $5,000 |
| Manhattaan Jewish Experience | ||||||
| 131 W 86th ST | NYC | NY | 10024 | PC | charitable | $5,000 |
| Ohr Hatorah | ||||||
| 1775 Ocean Pkwy | Brooklyn | NY | 11223 | PC | charitable | $5,000 |
| Our Lady of Mount Carmel | ||||||
| 10 County Rd | Tenafly | NJ | 07670 | PC | charitable | $5,000 |
| PEF Israel Endowment Funds | ||||||
| 630 3rd Ave | NYC | NY | 10017 | PC | charitable | $5,000 |
| Pitch in Foundation | ||||||
| PO Box 1234 | NYC | NY | 10001 | PC | charitable | $10,000 |
| Place of Hope Inc | ||||||
| 9078 Isaiah Lane | Palm Beach | FL | 33418 | PC | charitable | $3,500 |
| Rabbi Jacob Joseph | ||||||
| 1 Plainfield Ave | Edison | NJ | 08817 | PC | charitable | $25,000 |
| Rising Above Bakery | ||||||
| 321 Broadway | NYC | NY | 10007 | PC | charitable | $5,000 |
| St John's Academy | ||||||
| 460 Hillsdale Ave | Hillsdale | NJ | 07642 | PC | charitable | $5,000 |
| Sheriff's Foundation | ||||||
| 2 Bergen County Plaza | Hackensack | NJ | 07601 | PC | charitable | $5,000 |
| Simchas Mayer Fund | ||||||
| PO Box 456 | Hackensack | NJ | 11230 | PC | charitable | $12,500 |
| Southern Methodist Univ | ||||||
| 6425 Boaz Lane | Dallas | TX | 75205 | PC | charitable | $20,000 |
| Special Olympics | ||||||
| 1915 Don Wickham Dr | Clemont | FL | 34711 | PC | charitable | $5,000 |
| St Ann's Warehouse | ||||||
| 45 Water ST | Brooklyn | NY | 11201 | PC | charitable | $7,500 |
| St Anne's Church | ||||||
| 15-05 St Anne ST | Fair Lawn | NJ | 07410 | PC | charitable | $10,000 |
| St Joan of Arc Church | ||||||
| 26-20 Francis Lewis Blvd | Queens | NY | 11358 | PC | charitable | $5,000 |
| Symphony of the Americas | ||||||
| 333 SW 12th Ave | Ft Lauderdale | FL | 33312 | PC | charitable | $5,000 |
| The Buoniconti Cure Paralysis | ||||||
| 1095 NW 14th Terrace | Miami | FL | 33136 | PC | charitable | $15,000 |
| The Educational Alliance | ||||||
| 197 Broadway | NYC | NY | 10002 | PC | charitable | $5,000 |
| The School for Children | ||||||
| 111 E 22nd ST | NYC | NY | 10010 | PC | charitable | $10,000 |
| Tomche Shabbos of Bergen | ||||||
| PO Box 123 | Teaneck | NJ | 07666 | PC | charitable | $5,000 |
| Tomche Shabbos of Rockland | ||||||
| PO Box 345 | Monsey | NY | 10952 | PC | charitable | $5,000 |
| University Settlement Society | ||||||
| 184 Eldridge ST | NYC | NY | 10002 | PC | charitable | $5,000 |
| Women's Rights Info Ctr | ||||||
| 108 W Palisade Ave | Englewood | NJ | 07631 | PC | charitable | $10,000 |
| Yeshiva Rabbi Samson | ||||||
| 85 Bennett Ave | NYC | NY | 10033 | PC | charitable | $8,200 |
| Yeshiva Shaarei Zion | ||||||
| 2030 Ocean Pkway | Brooklyn | NY | 11223 | PC | charitable | $10,000 |
| Yeshiva Torah Vodaath | ||||||
| 425 E 9th ST | Brooklyn | NY | 11218 | PC | charitable | $10,000 |
| AMIT | ||||||
| 817 Broadway | NYC | NY | 10489 | PC | charitable | $10,000 |
| Congregation Yeshiva-Mer | ||||||
| 817 Broadway | NYC | NY | 10489 | PC | charitable | $5,000 |
| Friendship Circle | ||||||
| 10 Microlab Road | Livingston | NJ | 07039 | PC | Charitable | $15,000 |
| Friendship Circle | ||||||
| 10 Microlab Road | Livingston | NJ | 07039 | PC | Charitable | $30,000 |
| Il Circolo | ||||||
| 7411 Modena Dr | Boynton Beach | FL | 33437 | PC | Charitable | $10,000 |
| Il Circolo | ||||||
| 7411 Modena Dr | Boynton Beach | FL | 33437 | PC | Charitable | $25,000 |
| Joesph & Malka Melohn | ||||||
| 40 Wall Street S3602 | NYC | NY | 10005 | PF | charitable | $30,000 |
| Monthvale Evangelical | ||||||
| 141 W Grand Ave | Montvale | NJ | 07645 | PC | charitable | $5,000 |
| Monthvale Evangelical | ||||||
| 141 W Grand Ave | Montvale | NJ | 07645 | PC | charitable | $5,000 |
| OHR Hatorah | ||||||
| 2300 Hollywood Blvd | Hollywood | FL | 33020 | PC | charitable | $5,000 |
| OLMC | ||||||
| 90 Euclid Ave | Middleton | NJ | 10940 | PC | charitable | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $562,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $988 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $392,708 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42,893 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $554,347 | ExclusionAmt |
| Related Or Exempt Function Incm | $554,347 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $990,936 | ExclusionAmt |
| Related Or Exempt Function Incm | $554,347 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,545,283 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | The foundation trades and monitors its investment portfolio and makes adjustments as market conditions warrant. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| Professional Accounting | $21,000 |
| Treasurer Fee Donations & Bill Pay | $12,000 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | Publicly Traded Securities | AssetDesc |
| Gross Sales Price | $11,269,575 | GrossSalesPriceAmt |
| Basis | $10,715,228 | BasisAmt |
| Total Net | $554,347 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Fixed Income | BondNm |
| EOY Book Value | $1,494,439 | EOYBookValueAmt |
| EOYFMV | $1,596,674 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Stocks and Options | StockNm |
| EOY Book Value | $7,084,355 | EOYBookValueAmt |
| EOYFMV | $6,964,219 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Mutual Funds and Other | CategoryOrItemTxt |
| Book Value | $660,909 | BookValueAmt |
| EOYFMV | $842,716 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| Postage | $873 |
| Taxes | $1,072 |
| Filing Fee | $250 |
| Misc | $303 |
| Cable & Internet | $4,491 |
| Check Issuance Fee | $1,833 |
| Processing Fee Securities | $2,156 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Partnership Distributions, CG distributions etc | Desc |
| Revenue And Expenses Per Books | $42,893 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Advisory Portfolio Management | CategoryTxt |
| Amt | $186,459 | Amt |