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JOAN SCHECHTMAN CHARITABLE FOUNDATI ON INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
JOAN SCHECHTMAN CHARITABLE FOUNDATI ON INC (EIN 83-4351568)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-11
IRS object ID
202601319349100925
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-11T08:13:37-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRODSKY CAPORRINO & KAUFMAN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1300 JERICHO QUADRANGLE STE 110AddressLine1Txt
CityJERICHOCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11753ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN834351568EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE JOAN SCHECHTMAN CHARITABLE FDTN INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% R ELLEN AVELLINOInCareOfNm
Business Name ControlJOANBusinessNameControlTxt
Phone2039186691PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O AVELLINO 2150 IBIS ISLE RD PH-1AddressLine1Txt
CityPALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33480ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonR ELLEN AVELLINOPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2039186691PhoneNum
Signature2026-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAnthony Caporrino CPAPreparerPersonNm
PTINP00645125PTIN
Phone5168295559PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$704,132FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$246,337ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$4,320DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,320DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$34,340NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$118,975GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$407,535OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$407,535OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$623,852TotalRevAndExpnssAmt
Total Net Invst Incm$411,855TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$12,500CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$6,250CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$6,250CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$750LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$750LegalFeesDsbrsChrtblAmt
Taxes Rev And Expnss$5TaxesRevAndExpnssAmt
Taxes Net Invst Incm$5TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$1,612OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$200OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$707OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$14,867TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,455TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,707TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,350ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,350ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$19,217TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,455TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$12,057TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$604,635ExcessRevenueOverExpensesAmt
Net Investment Income$405,400NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$14,019CashBOYAmt
Cash EOY$98,018CashEOYAmt
Cash EOYFMV$98,018CashEOYFMVAmt
Corporate Stock BOY$122,981CorporateStockBOYAmt
Corporate Stock EOY$643,617CorporateStockEOYAmt
Corporate Stock EOYFMV$606,114CorporateStockEOYFMVAmt
Total Assets BOY$137,000TotalAssetsBOYAmt
Total Assets EOY$741,635TotalAssetsEOYAmt
Total Assets EOYFMV$704,132TotalAssetsEOYFMVAmt
Accounts Payable BOY$3,600AccountsPayableBOYAmt
Accounts Payable EOY$3,600AccountsPayableEOYAmt
Total Liabilities BOY$3,600TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,600TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$133,400RetainedEarningBOYAmt
Retained Earning EOY$738,035RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$133,400TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$738,035TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$137,000TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$741,635TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$133,400TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$604,635ExcessRevenueOverExpensesAmt
Subtotal$738,035SubtotalAmt
Tot Net Ast Or Fund Balances EOY$738,035TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
MORGAN STANLEY A/C #6939 L/T NONCOVERED2000-01-012025-12-31$80,583$152,455-$71,872-$71,872
RBC CAPITAL MARKETS LLC A/C #00220 S/T COVERED2025-01-052025-12-31$818$860-$42-$42
CAPITAL GAIN DIVIDENDS$37,574P
CAPITAL GAIN DIVIDENDS$37,574P
FieldValueIRS element (for citing)
Capital Gain Net Income-$34,340CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,635InvestmentIncomeExciseTaxAmt
Subtotal$5,635SubtotalAmt
Tax Based On Investment Income$5,635TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$286EsPenaltyAmt
Tax Due$5,921TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1R ELLEN AVELLINOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2039186691PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12150 IBIS ISLE RDAddressLine1Txt
CityPALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33480ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN T AVELLINO
2150 IBIS ISLE RD PH-1PALM BEACHFL33480PRESIDENT0$0$0$0
R ELLEN AVELLINO
2150 IBIS ISLE RD PH-1PALM BEACHFL33480TREASURER5.5$12,500$0$0
GABRIELLA JULIET AVELLINO MD
2150 IBIS ISLE RD PH-1PALM BEACHFL33480ASSISTANT TREASURER0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$262,839AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$69,241AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$332,080TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$332,080AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,981CashDeemedCharitableAmt
Net Vl Noncharitable Assets$327,099NetVlNoncharitableAssetsAmt
Minimum Investment Return$16,355MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$16,355MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,635TaxBasedOnInvestmentIncomeAmt
Total Tax$5,635TotalTaxAmt
Distributable Before Adj$10,720DistributableBeforeAdjAmt
Distributable Before Ded$10,720DistributableBeforeDedAmt
Distributable As Adjusted$10,720DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$12,057ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$12,057QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$10,720DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12023PriorYear1Yr
Prior Year22022PriorYear2Yr
Prior Year32021PriorYear3Yr
Excess Distribution Cyov Yr4$8,591ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$16,460ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,091ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$11,828ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$38,970TotalExcessDistributionCyovAmt
Qualifying Distributions$12,057QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$10,720AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,337RemainingDistriFromCorpusAmt
Total Corpus$40,307TotalCorpusAmt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$40,307ExcessDistriCyovToNextYrAmt
Excess From Year4$8,591ExcessFromYear4Amt
Excess From Year3$16,460ExcessFromYear3Amt
Excess From Year2$2,091ExcessFromYear2Amt
Excess From Year1$11,828ExcessFromYear1Amt
Excess From Current Year$1,337ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALZHEIMER'S FOUNDATION OF AMERICA
322 EIGHTH AVENUE 16TH FLOORNEW YORKNY100016769NONENCBRIGHT FOCUS MATCHING GIFT PROGRAM: EQUAL MATCH PROGRAM.$25
AMERICAN CANCER SOCIETY
PO BOX 22478OKLAHOMA CITYOK73123NONENCUNRESTRICTED.$25
COLUMBIA UNIVERSITY ALUM LIBRARIES
535 WEST 114TH STREETNEW YORKNY10027NONENCUNRESTRICTED.$100
COLUMBIA UNIVERSITY IRVING MEDICAL CENTER
622 WEST 168TH STREET 4524NEW YORKNY10025NONENCDEPARTMENT OF OPHTHALMOLOGY, GLAUCOMA OPHTHALMOLOGY GIFT FUND.$50
DOCTORS WITHOUT BORDERS
40 RECTOR STREET 16TH FLOORNEW YORKNY10006NONENCUNRESTRICTED.$100
ENTERTAINMENT COMMUNITY FUND
29 SEVENTY AVENUENEW YORKNJ10019NONENCUNRESTRICTED.$50
FEEDING AMERICA
PO BOX 56749WASHINGTONDC20090NONENCUNRESTRICTED.$50
FRESH AIR FUND
633 THIRD AVENUENEW YORKNY10017NONENCUNRESTRICTED.$25
FRIENDS OF KAREN
217 W 18TH STREET UNIT 2015NEW YORKNY10011NONENCUNRESTRICTED.$250
THE GARDEN CONSERVANCY
PO BOX 608GARRISONNY10524NONENCUNRESTRICTED.$1,500
HABITAT FOR HUMANITY
322 WEST LAMAR STREETAMERICUSGA31709NONENCUNRESTRICTED.$25
HAUPTMAN-WOODWARD MEDICAL RESEARCH INSTITUTE
700 ELLICOTT STREETBUFFALONY14203NONENCTHE GRIFFIN EDUCATION FUND.$100
HUNTER COLLEGE
695 PARK AVENUENEW YORKNY10065NONENCUNRESTRICTED.$25
LAUREL HOUSE
1614 WASHINGTON BLVDSTAMFORDCT06902NONENCUNRESTRICTED.$300
LIFTING UP WESTCHESTER
FIVE ORCHARD STREETWHITE PLAINSNY10603NONENCUNRESTRICTED.$300
MEMORIAL SLOAN KETTERING CANCER CENTER
1275 YORK AVENUENEW YORKNY10065NONENCUNRESTRICTED.$600
METROPOLITAN MUSEUM OF ART
1000 FIFTH AVENUENEW YORKNY10028NONENCUNRESTRICTED.$50
NEW YORK PUBLIC RADIO WZXR
160 VARICK STREET 8TH FLOORNEW YORKNJ10013NONENCGENERAL SUPPORT.$100
PENNSYLVANIA HORTICULTURAL SOCIETY
100 NORTH 20TH STREETPHILADELPHIAPA19101NONENCGENERAL SUPPORT.$50
PLANNED PARENTHOOD FEDERATION OF AMERICA
123 WILLIAM STREET 10TH FLOORNEW YORKNY10038NONENCRESEARCH IN WOMEN'S HEALTH.$50
ROCKEFELLER UNIVERSITY
1230 YORK AVENUENEW YORKNY10065NONENC2020 WOMEN IN SCIENCE RESEARCH PROGRAM; 2019 WOMEN IN SCIENCE CAMPAIGN CALLED "RENEW REBUILD OF $130M".$250
THIRTEEN ASSOCIATES
181 S FRANKLIN AVENUEVALLEY STREAMNY11581NONENCGENERAL SUPPORT.$25
UNBOUND
ONE ELWOOD AVENUEKANSAS CITYKS66103NONENCGENERAL SUPPORT.$75
FEEDING AMERICA
PO BOX 56749WASHINGTONDC20090NONENCFUNDRAISING OPERATION.$25
WHITE HOUSE HISTORICAL SOCIETY
PO BOX 27624WASHINGTONDC20038NONENCGENERAL SUPPORT.$200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,350TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,320ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$34,340ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescMORGAN STANLEY 1099RDesc
Related Or Exempt Function Incm$407,535RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion-$30,020ExclusionAmt
Related Or Exempt Function Incm$407,535RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$377,515TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
ESTATE OF JOAN SCHECHTMAN
1C/O AVELLINO 2150 IBIS ISLE RD PH-1PALM BEACHFL33480$97,510Yes (X)
ESTATE OF JOAN SCHECHTMAN
2C/O AVELLINO 2150 IBIS ISLE RD PH-1PALM BEACHFL33480$148,827Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyPUBLICLY TRADED SECURITIESNoncashPropertyDesc
Fair Market Value$148,827FairMarketValueAmt
Received2025-11-26ReceivedDt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MORGAN STANLEY INVESTMENT$557,485$523,520
RBC CAPITAL MARKETS INVESTMENT$86,132$82,594

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$750LegalFeesAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
BANK CHARGES$45$23
OFFICE EXPENSES$1,367$684
NYS FILING FEES$200$200

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMORGAN STANLEY 1099RDesc
Revenue And Expenses Per Books$407,535RevenueAndExpensesPerBooksAmt
Net Investment Income$407,535NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$5Amt
Net Investment Income$5NetInvestmentIncomeAmt