ANDREW AND MOLLY SNYDER FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ANDREW AND MOLLY SNYDER FAMILY FOUNDATION (EIN 87-3972808)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202611349349102236
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T10:43:26+00:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 N WACKER DRIVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | 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 | 873972808 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | A&M Snyder Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANDR | BusinessNameControlTxt |
| Phone | 2128976639 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 888 7TH AVE 17TH FLOOR | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10106 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW BREHM | PersonNm |
| Person Title | CFO & TREASURER | PersonTitleTxt |
| Phone | 2128976639 | PhoneNum |
| Signature | 2026-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Voula Spyridis | PreparerPersonNm |
| PTIN | P01795600 | PTIN |
| Phone | 3128792000 | PhoneNum |
| Preparation | 2026-05-12 | 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 | $17,537,555 | 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 | $3,440,505 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $294,348 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $294,348 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $202,654 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $202,654 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,948,801 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,299,353 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,948,801 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $6,886,308 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,445,803 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $0 | 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 | $16,953 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $16,953 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $70,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $354 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $265 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $87,307 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,218 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $568,498 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $568,498 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $655,805 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $585,716 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,230,503 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,445,803 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $11,302,631 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,807,053 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,807,053 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,274,787 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,351,795 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,379,169 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,378,707 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,302,631 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,461,009 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,537,555 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $11,302,631 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $17,461,009 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,302,631 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,461,009 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,302,631 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,461,009 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,302,631 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,230,503 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $17,533,134 | SubtotalAmt |
| Other Decreases | $72,125 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,461,009 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $6,299,353 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,350,552 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,948,801 | GainOrLossAmt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $2,948,801 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,948,801 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $47,897 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $47,897 | SubtotalAmt |
| Tax Based On Investment Income | $47,897 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,593 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $25,593 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $799 | EsPenaltyAmt |
| Tax Due | $23,103 | 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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| 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 |
| Org Report Or Register State | DE | 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 |
| Individual With Books | MATTHEW BREHM | IndividualWithBooksNm |
| Phone | 2128976639 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 888 7TH AVE 17TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Exempt Interest | $0 | TaxExemptInterestAmt |
| 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| ANDREW M SNYDER | ||||||||
| 888 7TH AVE 17TH FLOOR | NEW YORK | NY | 10106 | DIRECTOR, PRESIDENT | 1.00 | $0 | $0 | $0 |
| MOLLY G SNYDER | ||||||||
| 888 7TH AVE 17TH FLOOR | NEW YORK | NY | 10106 | DIRECTOR, VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| MATTHEW BREHM | ||||||||
| 888 7TH AVE 17TH FLOOR | NEW YORK | NY | 10106 | CHIEF FINANCIAL OFFICER & TREASURER | 1.00 | $0 | $0 | $0 |
| LARISA AVNER TRAINOR | ||||||||
| 888 7TH AVE 17TH FLOOR | NEW YORK | NY | 10106 | SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,562,188 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,072,527 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,634,715 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $11,634,715 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $174,521 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,460,194 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $573,010 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $573,010 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $47,897 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $47,897 | TotalTaxAmt |
| Distributable Before Adj | $525,113 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $525,113 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $525,113 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $585,716 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $585,716 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $525,113 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $155,274 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $227,173 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $382,447 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $585,716 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $525,113 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $60,603 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $443,050 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $443,050 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $155,274 | ExcessFromYear2Amt |
| Excess From Year1 | $227,173 | ExcessFromYear1Amt |
| Excess From Current Year | $60,603 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| The Jewish Community Project of Lower Manhattan Inc | ||||||
| 146 Duane Street | New York | NY | 10013 | PC | First installment - $36K for the gala in honor of Laurie and Howard Kaminsky, and General Operating Support | $50,000 |
| Protect Democracy Project | ||||||
| 2020 Pennsylvania Ave NW Ste 163 | Washington | DC | 20006 | PC | in honor of Nancy Bynum's event | $10,000 |
| Kips Bay Boys and Girls Club Inc | ||||||
| 1930 Randall Avenue | Bronx | NY | 10473 | PC | for the President's Dinner in honor of Jamie Drake and Ed Hollander | $2,500 |
| Jewish National Fund (Keren Kayemeth Leisreal) Inc | ||||||
| 42 East 69th Street | New York | NY | 10021 | PC | for Emunah Matzah | $1,800 |
| ColumbiaBarnard Hillel | ||||||
| 606 West 115th Street | New York | NY | 10025 | PC | for the Gala Dinner | $2,500 |
| UJA-Federation of New York | ||||||
| 130 East 59th Street | New York | NY | 10022 | PC | General Operating Support | $500 |
| Icahn School Of Medicine At Mount Sinai | ||||||
| Mount Sinai Office of Development | New York | NY | 10029 | PC | for the Dubin Breast Cancer Fact vs. Fiction Luncheon and Symposium | $1,000 |
| Sanctuary for Families Inc | ||||||
| PO Box 1406 | New York | NY | 10268 | PC | General Operating Support | $10,000 |
| JGIVE- Friends of Asor Fund USA Inc | ||||||
| 43 Lublin Terrace | Lakewood | NJ | 08701 | PC | for ARCCI in honor of Elisa Port | $2,500 |
| Hadassah Women's International Zionist Organization | ||||||
| 950 Third Avenue 2803 | New York | NY | 10022 | PC | General Operating Support | $518 |
| American Israel Education Foundation | ||||||
| 251 H Street NW | Washington | DC | 20001 | PC | General Operating Support | $65,000 |
| Institute of Southern Jewish Life | ||||||
| PO Box 16528 | Jackson | MS | 39236 | PC | General Operating Support | $2,500 |
| Friends of Hagal Sheli Inc | ||||||
| 8 the Green Ste R | Dover | DE | 19901 | PC | for the Fall & Rise Photo Exhibition | $1,000 |
| New York Abortion Access Fund | ||||||
| FDR Station Box 7569 | New York | NY | 10150 | PC | Cabaret for Abortion Access in honor of Becky Tolson | $500 |
| Sanctuary for Families Inc | ||||||
| PO Box 1406 | New York | NY | 10268 | PC | in support of Camp HOPE and Sanctuary's Youth Leadership Program | $100,000 |
| Mothers Against Media Addiction | ||||||
| 700 Columbus Avenue Frnt 4/20589 | New York | NY | 100259468 | PC | for the 2025 Fall Benefit | $1,000 |
| THE LEUKEMIA & LYMPHOMA SOCIETY INC | ||||||
| 1201 15th Street NW Suite 410 | Washington | DC | 20005 | PC | General Operating Support | $180 |
| PayPal Giving Fund | ||||||
| 1250 I St NW Ste 1202 | Washington | DC | 20005 | PC | General Support of Pencils 4 Kids | $2,500 |
| Friends of the Israel Defense Forces | ||||||
| 60 E 42nd Street | New York | NY | 101650006 | PC | General Operating Support | $15,000 |
| PEF Israel Endowment Fund | ||||||
| 630 Third Avenue 15th Floor Suite | New York | NY | 10017 | PC | for Tel Aviv Sexual Assault Center | $10,000 |
| Zioness Movement Inc | ||||||
| 244 Fifth Avenue Suite A205 | New York | NY | 10001 | PC | $10,000 for General Operating Support and $12,500 for 'From Compton to Jerusalem: A Covenant for Justice' | $22,500 |
| Jewish National Fund (Keren Kayemeth Leisreal) Inc | ||||||
| 42 East 69th Street | New York | NY | 10021 | PC | General Operating Support | $35,000 |
| Shalom Hartman Institute of North America | ||||||
| 475 Riverside Drive | Manhattan | NY | 10115 | PC | in memory of Rosaline Rubens | $5,000 |
| UJA-Federation of New York | ||||||
| 130 East 59th Street | New York | NY | 10022 | PC | 2026 Annual Campaign, specifically for work in Israel | $125,000 |
| Zioness Movement Inc | ||||||
| 244 Fifth Avenue Suite A205 | New York | NY | 10001 | PC | General Operating Support | $2,000 |
| Hillel The Foundation for Jewish Campus Life | ||||||
| 800 Eighth Street NW | Washington | DC | 20001 | PC | for the Campus Climate Initiative | $75,000 |
| Trustees of the University of Pennsylvania | ||||||
| 2929 Walnut Street Suite 300 | Philadelphia | PA | 19104 | PC | to endow the Andy and Molly Snyder Endowed Scholarship Fund | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $568,498 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| The Jewish Community Project of Lower Manhattan Inc | ||||||
| 146 Duane Street | New York | NY | 10013 | PC | First installment - $36K for the gala in honor of Laurie and Howard Kaminsky, and general support | $100,000 |
| Sanctuary for Families Inc | ||||||
| PO Box 1406 | New York | NY | 10268 | PC | in support of Camp HOPE and Sanctuary's Youth Leadership Program | $100,000 |
| Trustees of the University of Pennsylvania | ||||||
| 2929 Walnut Street Suite 300 | Philadelphia | PA | 19104 | PC | to endow the Andy and Molly Snyder Endowed Scholarship Fund | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $225,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $294,348 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $202,654 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,948,801 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,445,803 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,445,803 | 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 |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMBRIDGE INFORMATION GROUP I LLC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 888 7TH AVE 17TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,440,505 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | VARIOUS SHARES OF STOCKS | NoncashPropertyDesc |
| Fair Market Value | $6,211,831 | FairMarketValueAmt |
| Received | 2025-12-17 | ReceivedDt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD TOTAL BOND MARKET | $1,189,311 | $1,198,453 |
| VANGUARD TOTAL INTL BOND ETF | $648,906 | $636,809 |
| VANGUARD INTERMEDIATE-TERM T | $540,952 | $543,445 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY 500 INDEX FUND | $1,647,263 | $1,683,961 |
| ISHARES RUSSELL 1000 ETF | $778,680 | $798,415 |
| JPMORGAN BETABUILDERS EUROPE ETF | $340,519 | $356,311 |
| FIDELITY INTL INDX | $156,833 | $160,016 |
| JPMORGAN BETABUILDERS JAPAN ETF | $158,268 | $154,427 |
| JLENS 500 JEWISH ADVY US ETF | $99,984 | $105,657 |
| JPMORGAN BETABUILDERS DEVELO | $93,240 | $93,008 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Cost Basis Adjustment | Desc |
| Amt | $72,125 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEES AND CHARGES | Desc |
| Revenue And Expenses Per Books | $354 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $265 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GRANTS MANAGEMENT & ADMIN FEES | CategoryTxt |
| Amt | $16,953 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $16,953 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $70,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |