KURT AND GINA CONTI FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- KURT AND GINA CONTI FAMILY FOUNDATION (EIN 83-6293063)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202611349349101956
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T09:27:04-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MINTZ & GOLD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 THIRD AVE 25TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | 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 | 836293063 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KURT & GINA CONTI FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % HOWARD M TOPAZ | InCareOfNm |
| Business Name Control | KURT | BusinessNameControlTxt |
| Phone | 2126964848 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100A UNION SQUARE DR | AddressLine1Txt |
| City | NEW HOPE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18939 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GINA CONTI | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2126964848 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HOWARD M TOPAZ | PreparerPersonNm |
| PTIN | P00295401 | PTIN |
| Phone | 2126964848 | PhoneNum |
| Preparation | 2026-05-15 | 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 | $23,055,658 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,241 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,241 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $639,418 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $639,418 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,118,851 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,905,116 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,118,851 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,763,510 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,763,510 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,675 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $95,283 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $95,283 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $6,996 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,155 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $105,954 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $96,438 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $865,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $865,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $971,204 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $96,438 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $865,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,792,306 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,667,072 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $241,117 | CashBOYAmt |
| Cash EOY | $20,389,312 | CashEOYAmt |
| Cash EOYFMV | $20,389,312 | CashEOYFMVAmt |
| Corporate Stock BOY | $17,505,355 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,051,463 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,666,346 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $17,746,472 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,440,775 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,055,658 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $17,746,472 | CapitalStockBOYAmt |
| Capital Stock EOY | $22,440,775 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,746,472 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,440,775 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,746,472 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,440,775 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,746,472 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,792,306 | ExcessRevenueOverExpensesAmt |
| Subtotal | $22,538,778 | SubtotalAmt |
| Other Decreases | $98,003 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $22,440,775 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| JPMORGAN P67894009 | P | $343,932 | $321,682 | $22,250 | $22,250 |
| JPMORGAN P67894009 | P | $20,561,171 | $15,464,583 | $5,096,588 | $5,096,588 |
| CAPITAL GAIN DIVIDENDS | P | $13 | |||
| CAPITAL GAIN DIVIDENDS | P | $13 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,118,851 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $78,772 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $78,772 | SubtotalAmt |
| Tax Based On Investment Income | $78,772 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,960 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $6,960 | TotalPaymentsAndCreditsAmt |
| Tax Due | $71,812 | TaxDueAmt |
| Refund | $0 | RefundAmt |
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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOWARD M TOPAZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125979145 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O MINTZ GOLD LLP 600 THIRD AVEN | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GINA CONTI | ||||||||
| 100A UNION SQUARE DR | NEW HOPE | PA | 18939 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| KURT CONTI | ||||||||
| 100A UNION SQUARE DR | NEW HOPE | PA | 18939 | TRUSTEE | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JP MORGAN CHASE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 383 MADISON AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMEN | ServiceTypeTxt |
| Compensation | $95,283 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,673,117 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,814,455 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,487,572 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,487,572 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $337,314 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,150,258 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,107,513 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,107,513 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $78,772 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $78,772 | TotalTaxAmt |
| Distributable Before Adj | $1,028,741 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,028,741 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,028,741 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $865,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $865,250 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,028,741 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $372,535 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Qualifying Distributions | $865,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $372,535 | AppliedToYear1Amt |
| Applied To Current Year | $492,715 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $536,026 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S DRUG DISCOVERY FOUNDATION | |||||||
| 57 WEST 57TH ST 904 | NEW YORK | NY | 10019 | NONE | PC | GENERAL OPERATING | $25,000 |
| ARCHDIOCESE OF NEWARK | |||||||
| 590 N 7TH STREET | NEWARK | NJ | 07107 | NONE | PC | THE 2025 ANNUAL APPEAL FOR OUR LADY OF PEACE PARISH IN NEW PROVIDENCE | $1,000 |
| CAMERON ELLIOT OLSON FOUNDATION | |||||||
| 111 SKYLINE DRIVE | MORRISTOWN | NJ | 07960 | NONE | PC | Support of Organizations Which Provide Services to Children and Adults with Intellectual Disabilities | $100,000 |
| CATHEDRAL OF ST JOHN THE BAPTIST | |||||||
| 381 GRAND STREET | PATTERSON | NJ | 07505 | NONE | PC | RENOVATION OF THE RECTORY | $250,000 |
| CATHOLIC CHARITIES OF PHILADELPHIA | |||||||
| 222 NORTH 17TH STREET 3RD FLOOR | PHILADELPHIA | PA | 19103 | NONE | PC | IMMIGRATION LEGAL SERVICES | $25,000 |
| CONNIE DWYER BREAST CANCER FOUNDATION | |||||||
| PO BOX 85 | SHORT HILLS | NJ | 07078 | NONE | PC | GENERAL OPERATING | $20,000 |
| CORNERSTONE ASSISTANCE NETWORK | |||||||
| 3500 NOBLE AVE | FORTH WORTH | TX | 76111 | NONE | PC | General Operating, In support of the Annual Golf Tournament | $12,500 |
| DEIRDRE O'BRIEN CHILD ADVOCACY CENTER | |||||||
| 8 COURT STREET | MORRISTOWN | NJ | 07960 | NONE | PC | GENERAL OPERATING | $10,000 |
| FRACTURED ATLAS | |||||||
| 228 PARK AVE 5 56651 | NEW YORK | NY | 10003 | NONE | PC | GENERAL OPERATING | $1,000 |
| FREEDOM HOUSE | |||||||
| 2004 STATE ROUTE 31 SUITE 9 | CLINTON | NJ | 08865 | NONE | PC | The Family Afterward Program at the Delaney House for Mothers and Children | $5,000 |
| FRIEDREICH'S ATAXIA RESEARCH ALLIANCE | |||||||
| 533 W UWCHLAN AVE | DOWNINGTOWN | PA | 19335 | NONE | PC | The FARA 5K Race for Matt & Grace | $10,000 |
| JEWISH BOARD OF FAMILY AND CHILDREN SERVICES | |||||||
| 463 7TH AVE 18TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | The 17th Annual Cycle of Support for Team E-J Electric | $10,000 |
| KAREN DELISLE MEMORIAL SCHOLARSHIP FOUNDATION | |||||||
| 56 SCHINDLER STREET | LAWRENCEVILLE | NJ | 08648 | NONE | PC | GENERAL OPERATING | $3,500 |
| KEYS 2 SUCCESS | |||||||
| 1536 SPRINGFIELD AVE | NEW PROVIDENCE | NJ | 07974 | NONE | PC | GENERAL OPERATING | $3,000 |
| LINK COMMUNITY CHARTER SCHOOL | |||||||
| 23 PENNSYLVANIA AVE | NEWARK | NJ | 07114 | NONE | PC | GENERAL OPERATING | $10,000 |
| MAS FAMILY SCHOLARSHIPS | |||||||
| PO BOX 14-1898 | CORAL GABLES | FL | 33114 | NONE | PC | In Support of the 2025 Golf Tournament | $5,000 |
| NEW PROVIDENCE UNITED METHODIST CHURCH | |||||||
| 1441 SPRINGFIELD AVE | NEW PROVIDENCE | NJ | 07974 | NONE | PC | GENERAL OPERATING, THE FOOD BANK | $110,000 |
| NEW PROVIDENCE HIGH SCHOOL ATHLETIC BOOSTER CLUB | |||||||
| 35 PIONEER DRIVE | NEW PROVIDENCE | NJ | 07974 | NONE | PC | The Strike Out Prostate Cancer Baseball Fundraiser | $2,000 |
| OUR LADY OF PEACE CATHOLIC CHURCH | |||||||
| 111 SOUTH STREET | NEW PROVIDENCE | NJ | 07974 | NONE | PC | GENERAL OPERATING | $5,000 |
| PERFORMING HEARTS CORP | |||||||
| 107 PITNEY AVE | SPRINGLAKE | NJ | 07762 | NONE | PC | GENERAL OPERATING | $500 |
| PROSTATE CANCER FOUNDATION | |||||||
| 1250 FOURTH ST | SANTA MONICA | CA | 90401 | NONE | PC | GENERAL OPERATING | $5,000 |
| SAINT CHARLES BORROMEO SEMINARY | |||||||
| 1400 EVANS ROAD | AMBLER | PA | 19002 | NONE | PC | GENERAL OPERATING | $1,000 |
| SAINT JOSEPH HIGH SCHOOL | |||||||
| 800 MONTANA AVE | NATRONA HEIGHTS | PA | 15065 | NONE | PC | Angel Sponsorship of the Sixth Annual Green Tie Gala | $1,000 |
| SAINT MARTIN OF TOURS CHURCH | |||||||
| 1288 HANCOCK ST | BROOKLYN | NY | 11221 | NONE | PC | GENERAL OPERATING | $5,000 |
| SAINT MARY SCHOOL | |||||||
| 538 CHURCH ST | MIDDLETOWN | NJ | 07748 | NONE | PC | Athletics Cheer Uniforms | $3,000 |
| SAN MARCO CATHOLIC CHURCH | |||||||
| 851 SAN MARCO RD | MARCO ISLAND | FL | 34145 | NONE | PC | GENERAL OPERATING | $5,000 |
| SOTTO VOCE | |||||||
| 1666 HAMBURG TURNPIKE | WAYNE | NJ | 07470 | NONE | PC | GENERAL OPERATING; LEAD ARTIST SPONSORSHIP OF THE FALL 2025 GALA | $1,500 |
| ST JUDE'S CHILDREN'S RESEARCH HOSPITAL | |||||||
| 220 E 42ND ST | NEW YORK | NY | 10017 | NONE | PC | GENERAL OPERATING | $1,000 |
| STFA FOUNDATION | |||||||
| 2634 HIGHWAY 70 | MANASQUAN | NJ | 08736 | NONE | PC | General Operating, In support of the 10th Annual Gold Outing | $3,000 |
| VILLANOVA UNIVERSITY | |||||||
| 800 LANCASTER AVENUE | VILLANOVA | PA | 19085 | NONE | PC | Expansion and Renovation of the Center for Engineering | $231,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $865,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,241 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $639,418 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,118,851 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,763,510 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,763,510 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,675 | Amt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| THROUGH JPMORGAN | $2,051,463 | $2,666,346 |
| THROUGH GLENMEDE | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $98,003 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $95,283 | Amt |
| Net Investment Income | $95,283 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAXES | $5,841 | |
| FOREIGN TAXES | $1,155 | $1,155 |