STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

PHILIP J SOLONDZ FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
PHILIP J SOLONDZ FAMILY FOUNDATION (EIN 22-3048830)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-04-30
IRS object ID
202621209349100102
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)
Return2026-04-30T01:33:54-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN333709623PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COHNREZNICK ADVISORY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line114 SYLVAN WAYAddressLine1Txt
CityPARSIPPANYCityNm
State AbbreviationNJStateAbbreviationCd
ZIP070543801ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223048830EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PHILIP J SOLONDZ FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPHILBusinessNameControlTxt
Phone9734673303PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line115 BLEEKER STREETAddressLine1Txt
CityMILLBURNCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07041ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLEONARD SOLONDZPersonNm
Person TitleTRUSTEE/ADMINISTRATORPersonTitleTxt
Phone9734673303PhoneNum
Signature2026-04-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLORI ROTHE YOKOBOSKYPreparerPersonNm
PTINP01273422PTIN
Phone9732283500PhoneNum
Preparation2026-04-27PreparationDt
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$10,579,859FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$8,842InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$8,842InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$212,276DividendsRevAndExpnssAmt
Dividends Net Invst Incm$212,276DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,387,161NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,042,664GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,387,161CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$4,629OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$4,629OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,612,908TotalRevAndExpnssAmt
Total Net Invst Incm$1,612,908TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$199,246CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$199,246CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,725AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,363AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,362AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$61,091OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$61,091OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$29,822TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4,545TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$1,649TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$1,649TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$40OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$40OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$296,573TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$267,285TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,011TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$536,461ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$536,461ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$833,034TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$267,285TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$540,472TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$779,874ExcessRevenueOverExpensesAmt
Net Investment Income$1,345,623NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$99,525CashBOYAmt
Cash EOY$56,434CashEOYAmt
Cash EOYFMV$56,434CashEOYFMVAmt
Sav And Temp Cash Invst BOY$183,532SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$255,420SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$255,420SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$6,258,424CorporateStockBOYAmt
Corporate Stock EOY$7,009,501CorporateStockEOYAmt
Corporate Stock EOYFMV$10,262,664CorporateStockEOYFMVAmt
Other Assets BOY$5,341OtherAssetsBOYAmt
Other Assets EOY$5,341OtherAssetsEOYAmt
Other Assets EOYFMV$5,341OtherAssetsEOYFMVAmt
Total Assets BOY$6,546,822TotalAssetsBOYAmt
Total Assets EOY$7,326,696TotalAssetsEOYAmt
Total Assets EOYFMV$10,579,859TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$6,546,822NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$7,326,696NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$6,546,822TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,326,696TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,546,822TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,326,696TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,546,822TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$779,874ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$7,326,696SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,326,696TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
JPM 02003P$292,559$230,857$61,702$61,702
JPM 46002P$625,910$249,773$376,137$376,137
JPM 50004P$381,313$267,782$113,531$113,531
JPM 54006P$93,579$86,010$7,569$7,569
JPM 52000P$175,230$96,107$79,123$79,123
JPM 56001P$138,946$137,416$1,530$1,530
JPM 29005P$194,819$134,821$59,998$59,998
JPM 83004P$2,140,308$1,452,737$687,571$687,571
FieldValueIRS element (for citing)
Capital Gain Net Income$1,387,161CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$18,704InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$18,704SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$18,704TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,400EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$6,400TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$526EsPenaltyAmt
Tax Due$12,830TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1LEONARD SOLONDZBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9734673303PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line115 BLEEKER STREETAddressLine1Txt
CityMILLBURNCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07041ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LEONARD SOLONDZ
15 BLEEKER STREETMILLBURNNJ07041TRUSTEE/ADMINISTRATOR25.00$199,246$0$0
TODD SOLONDZ
15 BLEEKER STREETMILLBURNNJ07041TRUSTEE/ADMINISTRATOR3.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JPMORGAN CHASE BANK NABusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1270 PARK AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT FEESServiceTypeTxt
Compensation$61,091CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$9,763,095AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$338,588AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,101,683TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$10,101,683AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$151,525CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,950,158NetVlNoncharitableAssetsAmt
Minimum Investment Return$497,508MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$497,508MinimumInvestmentReturnAmt
Tax Based On Investment Income$18,704TaxBasedOnInvestmentIncomeAmt
Total Tax$18,704TotalTaxAmt
Distributable Before Adj$478,804DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$478,804DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$478,804DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$540,472ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$540,472QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$478,804DistributableAsAdjustedAmt
Undistributed Income PY$472,786UndistributedIncomePYAmt
Prior Year12023PriorYear1Yr
Total For Prior Years$57,201TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$540,472QualifyingDistributionsAmt
Applied To Year1$472,786AppliedToYear1Amt
Applied To Prior Years$57,201AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$10,485AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$468,319UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ACLU FOUNDATION NY
125 BROAD STREET 19TH FLOORNEW YORKNY10004PCUNRESTRICTED GRANT TO SUPPORT ORGANIZATOINS CHARITABLE PURPOSE$25,000
AMERICAN FRIENDS OF ISRAEL NAVY SEALS
PO BOX 20080NEW YORKNY10001PCUNRESTRICTED GRANT TO SUPPORT ORGANIZATOINS CHARITABLE PURPOSE$5,000
AMERICAN FRIENDS OF NEOT KEDUMIN
PO BOX 55UNIONNJ070830055PCUNRESTRICTED GRANT TO SUPPORT ORGANIZATOINS CHARITABLE PURPOSE$10,000
B'NAIB'RITH INTERNATIONAL
1640 RHODE ISLAND AVE NWWASHINGTONDC20036PCUNRESTRICTED GRANT TO SUPPORT ORGANIZATOINS CHARITABLE PURPOSE$5,000
BOCA RATON REGIONAL HOSPITAL FOUNDATION
800 MEADOWS RDBOCA RATONFL33486PCUNRESTRICTED GRANT TO SUPPORT ORGANIZATOINS CHARITABLE PURPOSE$20,000
CHABAD OF NORTHWEST NEW JERSEY
1 TORAH WAYROCKAWAYNJ07866PCUNRESTRICTED GRANT TO SUPPORT ORGANIZATOINS CHARITABLE PURPOSE$30,000
CLARK UNIVERSITY - DEPT OF CLIMATE & ENVIRONMENTAL STUDIES SCHOLARSHIPS
950 MAIN STREETWORCESTERMA016101477PCUNRESTRICTED GRANT TO SUPPORT ORGANIZATOINS CHARITABLE PURPOSE$30,000
CORNELL LAB OF ORINTHOLOGY
159 SAPSUCKER WOODS RDITHACANY14850PCUNRESTRICTED GRANT TO SUPPORT ORGANIZATOINS CHARITABLE PURPOSE$10,000
DOCTORS WITHOUT BORDERS
40 RECTOR ST 16TH FLOORNEW YORKNY10006PCUNRESTRICTED GRANT TO SUPPORT ORGANIZATOINS CHARITABLE PURPOSE$10,000
FRIENDS OF THE ISRAEL DEFENSE FORCES
PO BOX 4224NEW YORKNY10163PCUNRESTRICTED GRANT TO SUPPORT ORGANIZATOINS CHARITABLE PURPOSE$20,000
GREENWICH HOUSE INC
122 W 27TH ST 6TH FLNEW YORKNY100016291PCUNRESTRICTED GRANT TO SUPPORT ORGANIZATOINS CHARITABLE PURPOSE$12,500
HARRY S TRUMAN LIBRARY INSTITUTE
5151 TROOST AVE STE 300KANSAS CITYMO64110PCUNRESTRICTED GRANT TO SUPPORT ORGANIZATOINS CHARITABLE PURPOSE$10,000
HUMAN RIGHTS WATCH
350 FIFTH AVENUE 34TH FLOORNEW YORKNY10118PCUNRESTRICTED GRANT TO SUPPORT ORGANIZATOINS CHARITABLE PURPOSE$10,000
JEWISH FAMILY SERVICES OF METROWEST
122 W 27TH ST 6TH FLNEW YORKNY100016291PCUNRESTRICTED GRANT TO SUPPORT ORGANIZATOINS CHARITABLE PURPOSE$11,561
JEWISH NATIONAL FUND - MUSS HIGH SCHOOL IN ISRAEL
42 EAST 69TH STREETNEW YORKNY10021PCUNRESTRICTED GRANT TO SUPPORT ORGANIZATOINS CHARITABLE PURPOSE$10,000
LEAGUE OF WOMEN VOTERS
1233 20TH STREET NW SUITE 500WASHINGTONDC20036PCUNRESTRICTED GRANT TO SUPPORT ORGANIZATOINS CHARITABLE PURPOSE$15,000
MEMORIAL SLOAN KETTERING CANCER CENTER
1275 YORK AVENEW YORKNY10065PCUNRESTRICTED GRANT TO SUPPORT ORGANIZATOINS CHARITABLE PURPOSE$20,000
MILLBURN SHORT HILLS VOLUNTEER FIRST AID SQUAD
188 GLEN AVMILLBURNNJ07041PCUNRESTRICTED GRANT TO SUPPORT ORGANIZATOINS CHARITABLE PURPOSE$1,000
MT SINAI HEALTH SYSTEM - MOVEMENT DISORDERS
5 EAST 98TH STREET 1ST FLOORNEW YORKNY10029PCUNRESTRICTED GRANT TO SUPPORT ORGANIZATOINS CHARITABLE PURPOSE$25,000
MT SINAI MEDICAL CENTER - PALLIATIVE CARE
1000 TENTH AVENUE 14TH FLOORNEW YORKNY10019PCUNRESTRICTED GRANT TO SUPPORT ORGANIZATOINS CHARITABLE PURPOSE$5,000
NAACP LEGAL DEFENSE & EDUCATIONAL FUND INC
40 RECTOR STREET 5TH FLOORNEW YORKNY10006PCUNRESTRICTED GRANT TO SUPPORT ORGANIZATOINS CHARITABLE PURPOSE$10,000
NY BOTANNICAL GARDENS
2900 SOUTHERN BLVDNEW YORKNY10458PCUNRESTRICTED GRANT TO SUPPORT ORGANIZATOINS CHARITABLE PURPOSE$50,000
NYU LANGONE
550 FIRST AVENUENEW YORKNY10016PCUNRESTRICTED GRANT TO SUPPORT ORGANIZATOINS CHARITABLE PURPOSE$50,000
SOUTHERN POVERTY LAW CENTER
400 WASHINGTON AVENUEMONTGOMERYAL36104PCUNRESTRICTED GRANT TO SUPPORT ORGANIZATOINS CHARITABLE PURPOSE$25,000
STAND WITH US
6505 WILSHIRE BOULEVARD FIFTH FLOORLOS ANGELESCA90048PCUNRESTRICTED GRANT TO SUPPORT ORGANIZATOINS CHARITABLE PURPOSE$25,000
THE JOHNS HOPKINS CENTER FOR INDIGENOUS HEALTH
415 N WASHINGTON STREET 4TH FLOORBALTIMOREMD212314007PCUNRESTRICTED GRANT TO SUPPORT ORGANIZATOINS CHARITABLE PURPOSE$10,000
THE NATIONAL WORLD WAR II MUSEUM
945 MAGAZINE STREETNEW ORLEANSLA70130PCUNRESTRICTED GRANT TO SUPPORT ORGANIZATOINS CHARITABLE PURPOSE$5,000
THE SALVATION ARMY
615 SLATERS LANEALEXANDRIAVA22314PCUNRESTRICTED GRANT TO SUPPORT ORGANIZATOINS CHARITABLE PURPOSE$10,000
THE WASHINGTON INSTITUTE FOR NEAR EAST POLICY
1111 19TH ST NW STE 500WASHINGTONDC20036PCUNRESTRICTED GRANT TO SUPPORT ORGANIZATOINS CHARITABLE PURPOSE$26,400
UNION OF CONCERNED SCIENTISTS
TWO BRATTLE SQUARECAMBRIDGEMA02138PCCLIMATE AND ENERGY$25,000
UNITED STATES NAVY MEMORIAL
701 PENNSYLVANIA AVENUE NW SUITEWASHINGTONDC20004PCUNRESTRICTED GRANT TO SUPPORT ORGANIZATOINS CHARITABLE PURPOSE$10,000123
VETERANS OF FOREIGN WARS
406 W 34TH STREETKANSAS CITYMO64111PCUNRESTRICTED GRANT TO SUPPORT ORGANIZATOINS CHARITABLE PURPOSE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$536,461TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,842ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$212,276ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,387,161ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Exclusion14ExclusionCd
Exclusion$4,629ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,612,908ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,612,908TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,725Amt
Net Investment Income$2,363NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,362DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc
Amt$0Amt

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionPURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FROMTHE TAX YEARS ENDING:TAX YEARS: AMOUNT:12/31/23 57,201ElectionDesc

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990-PF, PART VI-B, LINE 1A(4):FormAndLineReferenceDesc
Medium ExplanationOFFICER LEONARD SOLONDZ, RECEIVED COMPENSATION FOR THE YEAR ENDING DECEMBER 31, 2025. THIS AMOUNT REPRESENTS PAYMENT FOR HIS SERVICES WITH REGARD TO THE FOUNDATION AND THE SERVICES IT PROVIDES. THIS MEETS THE EXCEPTION AND IS CONSIDERED REASONABLE, AND THEREFORE FORM 4720 IS NOT PREPARED.MediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CORPORATE STOCK HELD WITH JP MORGAN CHASE-02003$638,177$725,551
CORPORATE STOCK HELD WITH JP MORGAN CHASE-1007$418,463$484,501
CORPORATE STOCK HELD WITH JP MORGAN CHASE-52000$479,010$1,414,160
CORPORATE STOCK HELD WITH JP MORGAN CHASE-54006$385,418$501,774
CORPORATE STOCK HELD WITH JP MORGAN CHASE-56001$377,619$571,035
CORPORATE STOCK HELD WITH JP MORGAN CHASE-60002$1,830,758$3,411,373
CORPORATE STOCKS HELD WITH JP MORGAN CHASE -83004$2,350,369$2,763,094
CORPORATE STOCKS HELD WITH WELLS FARGO$529,687$391,176

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescOTHER ASSETSDesc
BOY Book Value$5,341BOYBookValueAmt
EOY Book Value$5,341EOYBookValueAmt
EOYFMV$5,341EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOFFICE SUPPLIESDesc
Revenue And Expenses Per Books$40RevenueAndExpensesPerBooksAmt
Net Investment Income$40NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Revenue And Expenses Per Books$4,629RevenueAndExpensesPerBooksAmt
Net Investment Income$4,629NetInvestmentIncomeAmt
Adjusted Net Income$4,629AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$61,091Amt
Net Investment Income$61,091NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$4,545$4,545$0
IRS$25,277$0$0