LOUIS & MARTHA SILVER FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- LOUIS & MARTHA SILVER FOUNDATION (EIN 13-6165326)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-27
- IRS object ID
- 202601209349100720
- 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
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-27T11:24:26-00:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 471848055 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lisa A Dufrane CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 461 | AddressLine1Txt |
| City | Long Lake | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12847 | 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 | 136165326 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Louis & Martha Silver Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOUI | BusinessNameControlTxt |
| Phone | 9142851430 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 Manhattanville Road STE 403 | AddressLine1Txt |
| City | Purchase | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105772500 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Steven Gelles | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 9142851430 | PhoneNum |
| Signature | 2026-04-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lisa A Dufrane CPA | PreparerPersonNm |
| PTIN | P00401526 | PTIN |
| Phone | 8604024796 | PhoneNum |
| Preparation | 2026-04-27 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $3,628,643 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $177,175 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $28,295 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $28,295 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $43,845 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $43,845 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $93,448 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $346,078 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $342,763 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $72,140 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,250 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $5,325 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,325 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $122 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,318 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $9,015 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,575 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $215,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $215,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $224,215 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,575 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $215,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $118,548 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $64,565 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $19,922 | CashBOYAmt |
| Cash EOY | $22,423 | CashEOYAmt |
| Corporate Stock BOY | $2,581,031 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,021,167 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,021,167 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $587,588 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $607,476 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $607,476 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $17,431 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $33,206 | OtherInvestmentsEOYAmt |
| Other Assets BOY | $8,992 | OtherAssetsBOYAmt |
| Other Assets EOY | $9,068 | OtherAssetsEOYAmt |
| Total Assets BOY | $3,214,964 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,693,340 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,628,643 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $48,460 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $39,700 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $48,460 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $39,700 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,166,504 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,653,640 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,166,504 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,653,640 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,214,964 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,693,340 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,166,504 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $118,548 | ExcessRevenueOverExpensesAmt |
| Other Increases | $368,588 | OtherIncreasesAmt |
| Subtotal | $3,653,640 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,653,640 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $897 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $897 | SubtotalAmt |
| Tax Based On Investment Income | $897 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,043 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,043 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $1,043 | OriginalReturnTaxPaidAmt |
| Overpayment | $146 | OverpaymentAmt |
| Applied To ES Tax | $146 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Steven Gelles | IndividualWithBooksNm |
| Phone | 9142851430 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 Manhattanville Road Ste 403 | AddressLine1Txt |
| City | Purchase | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10577 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Steven Gelles | ||||||
| 2 Manhattanville Road Ste 403 | Purchase | NY | 105772500 | President | 001.00 | $0 |
| Caron Gelles | ||||||
| 2 Manhattanville Road Ste 403 | Purchase | NY | 105772500 | Secretary/Treasurer | 001.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,277,129 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,644 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,296,773 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,296,773 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $49,452 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,247,321 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $162,366 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $162,366 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $897 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $897 | TotalTaxAmt |
| Distributable Before Adj | $161,469 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $161,469 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $161,469 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $215,200 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $215,200 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $161,469 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $2,523,567 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $44,542 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,568,109 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $215,200 | QualifyingDistributionsAmt |
| Applied To Current Year | $161,469 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $53,731 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,621,840 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,621,840 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $2,523,567 | ExcessFromYear3Amt |
| Excess From Year1 | $44,542 | ExcessFromYear1Amt |
| Excess From Current Year | $53,731 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | None | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| American Friends Of Bar-Ilan University | |||||||
| 160 E56th Street | NY | NY | 10022 | None | PC | Unrestricted | $1,800 |
| AMIT | |||||||
| 49 W37th Street 5th Fl | NY | NY | 10018 | None | PC | Unrestricted | $500 |
| Bayit Lepletot Inc | |||||||
| 2166 81st Street | Brooklyn | NY | 11214 | None | PC | Unrestricted | $1,800 |
| Belev Echad Inc | |||||||
| 1766 2nd Avenue | NY | NY | 10128 | None | PC | Unrestricted | $25,000 |
| Camp HASC | |||||||
| 1563 49th Street | Brooklyn | NY | 11219 | None | PC | Unrestricted | $1,800 |
| Chabad Terror Victims Project Inc | |||||||
| 478 Albany Avenue Suite 136 | Brooklyn | NY | 11203 | None | PC | Unrestricted | $5,000 |
| Chabad-Colel Chabad | |||||||
| 806 Eastern Pkwy | Brooklyn | NY | 11213 | None | PC | Unrestricted | $15,000 |
| Chabad-Colel Chabad | |||||||
| 806 Eastern Pkwy | Brooklyn | NY | 11213 | None | PC | Unrestricted | $5,000 |
| Chabad-Tzivos Hashem-Russian Division | |||||||
| 792 Eastern Pkwy | Brooklyn | NY | 11213 | None | PC | Unrestricted | $5,000 |
| Congregation B'nai Torah | |||||||
| 6261 SW 18th St | Boca Raton | FL | 33433 | None | PC | Unrestricted | $1,000 |
| Eretz Hemdah Institutions (American Friends of) | |||||||
| C/o Olympian 8 S Michigan Avenue St | Chicago | IL | 60603 | None | PC | Unrestricted | $2,500 |
| Etzion Foundation | |||||||
| 111 Galway Place | Teaneck | NJ | 07666 | None | PC | Unrestricted | $2,500 |
| Friends Of Israel Disabled Veterans | |||||||
| 1133 Broadway | NY | NY | 10010 | None | PC | Unrestricted | $1,800 |
| Honest Reporting | |||||||
| 10024 Skokie Blvd | Skokie | IL | 60077 | None | PC | Unrestricted | $3,600 |
| Israel Guide Dog Center for the Blind | |||||||
| 968 Easton Road | Warrington | PA | 18976 | None | PC | Unrestricted | $5,000 |
| Israel Special Kids Fund | |||||||
| 1290 Hastings Street | Teaneck | NJ | 07666 | None | PC | Unrestricted | $1,800 |
| Israel Special Kids Fund | |||||||
| 1290 Hastings Street | Teaneck | NJ | 07666 | None | PC | Unrestricted | $500 |
| JINSA | |||||||
| 1101 14th Street NW Ste 1030 | Washington | DC | 20005 | None | PC | Unrestricted | $3,600 |
| Leket Israel (American Friends Of) | |||||||
| PO Box 2090 | Teaneck | NJ | 07666 | None | PC | Unrestricted | $2,500 |
| MEMRI | |||||||
| PO Box 27837 | Washingtin | DC | 20038 | None | PC | Unrestricted | -$500 |
| MEMRI | |||||||
| PO Box 27837 | Washingtin | DC | 20038 | None | PC | Unrestricted | $500 |
| Met Council | |||||||
| 77 Water St 26th Floor | NY | NY | 10005 | None | PC | Unrestricted | $2,500 |
| Rutgers Jewish Xperience | |||||||
| 103 N 4th Avenu | Highland Park | NJ | 08904 | None | PC | Unrestricted | $500 |
| SAR Academy | |||||||
| 655 W 254 St | Riverdale | NY | 10471 | None | PC | Unrestricted | $20,000 |
| Scarsdale Volunteer Ambulance Corps | |||||||
| PO Box 92 | Scarsdale | NY | 10583 | None | PC | Unrestricted | $500 |
| SHALVA | |||||||
| 315 Fifth Ave 6 floor | NY | NY | 10016 | None | PC | Unrestricted | $15,000 |
| SHALVA | |||||||
| 315 Fifth Ave 6 floor | NY | NY | 10016 | None | PC | Unrestricted | $5,000 |
| Stand With Us | |||||||
| 1801 W Olympic Blvd | Pasadena | CA | 91199 | None | PC | Unrestricted | $1,800 |
| Stand With Us | |||||||
| 1801 W Olympic Blvd | Pasadena | CA | 91199 | None | PC | Unrestricted | $2,500 |
| The Jaffa Institute | |||||||
| 297 S Washington Avenue 2nd Floor | Bergenfield | NJ | 07621 | None | PC | Unrestricted | $2,500 |
| Torah In Motion USA | |||||||
| 46 Glenwood Drive East | Bergenfield | NJ | 07621 | None | PC | Unrestricted | $1,000 |
| Torah In Motion USA | |||||||
| 46 Glenwood Drive East | Bergenfield | NJ | 07621 | None | PC | Unrestricted | $1,000 |
| UJA Federation of New York | |||||||
| PO Box 4227 | NY | NY | 10261 | None | PC | Unrestricted | $6,000 |
| UJA Federation of New York | |||||||
| PO Box 4227 | NY | NY | 10261 | None | PC | Unrestricted | $4,000 |
| United Hatzalah | |||||||
| 442 5th Avenue Ste 1866 | NY | NY | 10018 | None | PC | Unrestricted | $3,600 |
| United Hatzalah | |||||||
| 442 5th Avenue Ste 1866 | NY | NY | 10018 | None | PC | Unrestricted | $1,800 |
| White Plains Hospital Center | |||||||
| 41 East Post Road | White Plains | NY | 10601 | None | PC | Unrestricted | $500 |
| Worldwide Friends Foundation | |||||||
| 1178 Broadway 3 Floor | NY | NY | 10001 | None | PC | Unrestricted | $10,000 |
| Worldwide Friends Foundation | |||||||
| 1178 Broadway 3 Floor | NY | NY | 10001 | None | PC | Unrestricted | $25,000 |
| Worldwide Friends Foundation | |||||||
| 1178 Broadway 3 Floor | NY | NY | 10001 | None | PC | Unrestricted | $5,000 |
| Worldwide Friends Foundation | |||||||
| 1178 Broadway 3 Floor | NY | NY | 10001 | None | PC | Unrestricted | $10,000 |
| Yeshiva University | |||||||
| 500 West 185 Street | NY | NY | 10033 | None | PC | Unrestricted | $3,600 |
| Yeshivat Chovevei Torah | |||||||
| 3700 Henry Hudson Parkway 2 Floor | Riverdale | NY | 10463 | None | PC | Unrestricted | $3,600 |
| Young Israel of Scarsdale | |||||||
| 1313 Weaver Street | Scarsdale | NY | 10583 | None | PC | Unrestricted | $1,800 |
| Young Israel of Scarsdale | |||||||
| 1313 Weaver Street | Scarsdale | NY | 10583 | None | PC | Unrestricted | $1,800 |
| ZAKA Inc | |||||||
| 2920 Ave R Suite 208 | Brooklyn | NY | 11229 | None | PC | Unrestricted | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $215,200 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,295 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $43,845 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $93,448 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $165,588 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $165,588 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $2,250 | Amt |
| Net Investment Income | $2,250 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (29 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 100 Chemours Co | 2008-05 | D | 2025-01 | $1,774 | $1,250 | $524 |
| 547 Dow Inc | 2011-05 | D | 2025-04 | $15,299 | $19,681 | -$4,651 |
| 31 GE Vernova LLC | 2009-04 | D | 2025-01 | $11,326 | $1,763 | $9,919 |
| 200 Dupont | 2011-05 | D | 2025-09 | $15,237 | $10,625 | $4,603 |
| 500 Haliburton | 2011-10 | D | 2025-12 | $14,031 | $18,158 | -$4,127 |
| 129 Kraft Heinz | 1993-08 | D | 2025-01 | $3,767 | $585 | $3,456 |
| 389 Mondelez Intl | 1993-08 | D | 2025-12 | $20,854 | $1,461 | $19,489 |
| 25 Organon | 2009-08 | D | 2025-01 | $373 | $396 | $5 |
| 300 Proctor Gamb | 2012-04 | D | 2025-04 | $48,505 | $20,018 | $28,487 |
| .5 Qnity Electronics | 2011-05 | D | 2025-01 | $48 | $31 | |
| 800 Starbucks | 2012-02 | D | 2025-01 | $73,542 | $19,495 | $54,047 |
| 400 Teva Pharm | 2010-06 | D | 2025-04 | $6,075 | $21,454 | -$15,379 |
| 74 Viatris Inc | 1993-05 | D | 2025-01 | $840 | $178 | $662 |
| 5 Wabtec Onc | 2019-02 | D | 2025-01 | $902 | $390 | $517 |
| 5 Zimvie | 1993-08 | D | 2025-01 | $60 | $8 | $23 |
| 50 Organon | 2010-10 | D | 2025-01 | $746 | $746 | |
| Marriott International Note | 2025-04 | P | 2025-07 | $13,081 | $12,846 | $227 |
| US Treas Notes | 2025-02 | P | 2025-07 | $4,013 | $3,997 | -$227 |
| 15000 Aecom | 2021-06 | P | 2025-07 | $15,131 | $15,529 | -$1,595 |
| 90 Discover Com Inc | 2020-10 | P | 2025-03 | $8,612 | $9,497 | -$1,569 |
| 40 Discovery | 2020-02 | P | 2025-04 | $3,992 | $4,011 | -$361 |
| 130 Dollar Tree | 2019-07 | P | 2025-04 | $12,993 | $13,004 | -$518 |
| 140 Microchip Technology | 2021-07 | P | 2025-07 | $13,989 | $14,023 | -$746 |
| 70 Olin Corp | 2022-11 | P | 2025-03 | $7,000 | $6,510 | $490 |
| 20 Tenet Healthcare | 2023-02 | P | 2025-11 | $2,000 | $1,890 | $110 |
| 50 Total System Services | 2021-12 | P | 2025-11 | $5,001 | $5,055 | -$562 |
| 170 Transdigm Inc | 2022-04 | P | 2025-06 | $16,997 | $15,798 | $1,199 |
| 160 United Rental | 2021-09 | P | 2025-08 | $15,840 | $16,400 | -$1,140 |
| 140 Wabtec | 2022-07 | P | 2025-07 | $14,050 | $13,485 | $565 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (57 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Broadcom Corp 3.88 2027-01-15 | $13,050 | $13,050 |
| ATT 2.55 2033-12-01 | $13,680 | $13,680 |
| American Tower 5.45 2034-02-15 | $13,528 | $13,528 |
| CDW LLC 4.25 2028-04-01 | $13,955 | $13,955 |
| Motorola 4.00 2024-09-01 | $2,025 | $2,025 |
| Carlisle Cos Inc 3.75 2027-12-01 | $13,927 | $13,927 |
| Encompass Health Corp 4.50 2028-02-01 | $16,968 | $16,968 |
| Lamar Media Corp 3.75 2028-02-15 | $16,692 | $16,692 |
| SVC Corp Intl 5.13 2029-06-01 | $16,106 | $16,106 |
| Altria 4.80 2029-02-14 | $14,247 | $14,247 |
| Bat Capital Corp 6.42 2033-08-02 | $14,366 | $14,366 |
| Block Financial 2.50 2028-07-15 | $14,313 | $14,313 |
| Boyd Gaming Corp 4.75 2027-12-01 | $15,980 | $15,980 |
| Crown Amers LLC 4.25 2026-09-30 | $15,941 | $15,941 |
| HCA OMC 4.63 2028-09-01 | $12,382 | $12,382 |
| QORVO 4.38 2029-10-15 | $14,781 | $14,781 |
| Silgan Holdings 4.13 2028-02-01 | $16,737 | $16,737 |
| Teleflex Inc 4.63 2027-11-15 | $15,976 | $15,976 |
| Molson Coors 3.00 2026-07-15 | $12,929 | $12,929 |
| Expedia Group 4.63 2027-08-01 | $10,075 | $10,075 |
| Transdigm Inc 5.50 2027-11-15 | $17,954 | $17,954 |
| L Brands Inc 5.25 2028-02-01 | $6,043 | $6,043 |
| Oracle Corp 6.25 2032-11-09 | $13,588 | $13,588 |
| SBA Comm 3.13 2029-02-01 | $19,133 | $19,133 |
| Olin Corp 5.63 2029-08-01 | $10,054 | $10,054 |
| L Brands Inc 7.50 2019-06-15 | $10,247 | $10,247 |
| Willis North America 2.95 2029-09-15 | $11,427 | $11,427 |
| Expedia Group 3.25 2030-02-15 | $1,920 | $1,920 |
| Nordstrom 4.38 2030-04-01 | $3,824 | $3,824 |
| Global Payments Inc 2.90 2030-05-15 | $7,424 | $7,424 |
| Yum Brands 3.63 2031-03-15 | $7,568 | $7,568 |
| Nordstrom Inc 4.25 2031-08-01 | $16,692 | $16,692 |
| Willis Group N Amer 4.58 2028-09-15 | $2,015 | $2,015 |
| FLIR Systems Inc 2.86 2030-08-01 | $12,960 | $12,960 |
| Quanta Services Inc 3.25 2030-10-01 | $13,114 | $13,114 |
| Vontier Corp 2.95 2031-04-04 | $8,270 | $8,270 |
| Brown Brown 4.55 2032-03-17 | $5,167 | $5,167 |
| Motorola Solutions 5.49 2032-06-01 | $4,213 | $4,213 |
| SVC Corp 5.93 2032-10-15 | $2,035 | $2,035 |
| Philip Morris 5.38 2033-02-15 | $2,095 | $2,095 |
| Fortune Brands 5.73 2033-06-01 | $7,407 | $7,407 |
| Lowes 5.15 2033-07-01 | $10,346 | $10,346 |
| FISERV Inc 5.63 2033-08-21 | $12,392 | $12,392 |
| Brown Brown 5.65 2034-06-11 | $7,738 | $7,738 |
| Crown Castle Inc 5.20 2034-09-01 | $13,158 | $13,158 |
| Tapestry Inc 5.50 2034-10-15 | $13,316 | $13,316 |
| Olin Corp 5.00 2030-02-01 | $2,950 | $2,950 |
| PVH Corp 5.50 2030-06-13 | $13,226 | $13,226 |
| Conagra Brands 5.00 2030-08-01 | $13,163 | $13,163 |
| Global Payments Inc 4.88 2030-11-15 | $5,011 | $5,011 |
| Netapp Inc. 5.50 2032-03-17 | $2,083 | $2,083 |
| Yum Brands Inc 5.38 2032-04-01 | $2,025 | $2,025 |
| MGM Resorts 6.50 2032-04-15 | $16,485 | $16,485 |
| Paychex Inc 5.35 2032-04-15 | $13,479 | $13,479 |
| CCO Holdings 4.50 2032-05-01 | $15,258 | $15,258 |
| Flowers Foods 5.75 2035-03-15 | $4,015 | $4,015 |
| L Brands Inc 6.88 2035-11-01 | $2,023 | $2,023 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 562 shares of Altria | $32,405 | $32,405 |
| 500 shares of Halliburton | $14,130 | $14,130 |
| 500 shares of Walt Disney | $56,885 | $56,885 |
| 1300 shares of Intel | $47,970 | $47,970 |
| 700 shares of Wal-Mart | $233,961 | $233,961 |
| 791 shares of Verizon | $32,217 | $32,217 |
| 200 shares of Lilly Eli | $214,936 | $214,936 |
| 2250 shares of UGI | $84,218 | $84,218 |
| 750 shares of Merck | $78,945 | $78,945 |
| 2100 shares of Microsoft | $1,015,602 | $1,015,602 |
| 389 shares of Mondelez Intl Inc | $20,940 | $20,940 |
| 400 shares of Morgan Stanley | $71,012 | $71,012 |
| 400 shares of Nucor | $65,244 | $65,244 |
| 347 shares of Dupont De Numours Inc | $13,949 | $13,949 |
| 1300 shares of Pepsico | $186,576 | $186,576 |
| 600 shares of Pfizer | $14,940 | $14,940 |
| 563 shares of Philip Morris International | $90,305 | $90,305 |
| 600 shares of Proctor Gamble | $42,993 | $42,993 |
| 125 shares of General Electric | $38,504 | $38,504 |
| 55 shares of Zimmer Holdings | $4,946 | $4,946 |
| 547 shares of Corteva Inc | $36,665 | $36,665 |
| 500 shares of Boeing | $108,560 | $108,560 |
| 550 shares of Bristol Meyers | $29,667 | $29,667 |
| 225 shares of Corning | $19,701 | $19,701 |
| 1100 shares of Cisco | $84,733 | $84,733 |
| 41 shares of GE Healthcare | $3,363 | $3,363 |
| 1000 shares of NVIDIA | $363,675 | $363,675 |
| 173 shares of Qnity Electronics | $14,125 | $14,125 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | US Treasury Note | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $33,206 | BookValueAmt |
Legal Fees Schedule LegalFeesSchedule
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Interest Receivable | $7,531 | $8,002 |
| Prepaid Tax Payments | $1,395 | $1,066 |
| Dividends Receivable | $66 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gain from Securities | Desc |
| Amt | $368,588 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Management Fees - UBS Financial | CategoryTxt |
| Amt | $5,325 | Amt |
| Net Investment Income | $5,325 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| Federal Taxes | $1,043 |
| State Taxes | $275 |