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
- Form 990-PF
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Applied To Prior Year Election
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-30T01:33:54-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 333709623 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 SYLVAN WAY | AddressLine1Txt |
| City | PARSIPPANY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070543801 | 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 | 223048830 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHILIP J SOLONDZ FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PHIL | BusinessNameControlTxt |
| Phone | 9734673303 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 BLEEKER STREET | AddressLine1Txt |
| City | MILLBURN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07041 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEONARD SOLONDZ | PersonNm |
| Person Title | TRUSTEE/ADMINISTRATOR | PersonTitleTxt |
| Phone | 9734673303 | PhoneNum |
| Signature | 2026-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LORI ROTHE YOKOBOSKY | PreparerPersonNm |
| PTIN | P01273422 | PTIN |
| Phone | 9732283500 | PhoneNum |
| Preparation | 2026-04-27 | 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 | $10,579,859 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $8,842 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,842 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $212,276 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $212,276 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,387,161 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,042,664 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,387,161 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,629 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,629 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,612,908 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,612,908 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $199,246 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $199,246 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,725 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,363 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,362 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $61,091 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $61,091 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $29,822 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,545 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,649 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,649 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $40 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $40 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $296,573 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $267,285 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,011 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $536,461 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $536,461 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $833,034 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $267,285 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $540,472 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $779,874 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,345,623 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $99,525 | CashBOYAmt |
| Cash EOY | $56,434 | CashEOYAmt |
| Cash EOYFMV | $56,434 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $183,532 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $255,420 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $255,420 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,258,424 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,009,501 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,262,664 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $5,341 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,341 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,341 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,546,822 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,326,696 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,579,859 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $6,546,822 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $7,326,696 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,546,822 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,326,696 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,546,822 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,326,696 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,546,822 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $779,874 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,326,696 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,326,696 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| JPM 02003 | P | $292,559 | $230,857 | $61,702 | $61,702 |
| JPM 46002 | P | $625,910 | $249,773 | $376,137 | $376,137 |
| JPM 50004 | P | $381,313 | $267,782 | $113,531 | $113,531 |
| JPM 54006 | P | $93,579 | $86,010 | $7,569 | $7,569 |
| JPM 52000 | P | $175,230 | $96,107 | $79,123 | $79,123 |
| JPM 56001 | P | $138,946 | $137,416 | $1,530 | $1,530 |
| JPM 29005 | P | $194,819 | $134,821 | $59,998 | $59,998 |
| JPM 83004 | P | $2,140,308 | $1,452,737 | $687,571 | $687,571 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,387,161 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,704 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,704 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,704 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $526 | EsPenaltyAmt |
| Tax Due | $12,830 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEONARD SOLONDZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9734673303 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 BLEEKER STREET | AddressLine1Txt |
| City | MILLBURN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07041 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| LEONARD SOLONDZ | ||||||||
| 15 BLEEKER STREET | MILLBURN | NJ | 07041 | TRUSTEE/ADMINISTRATOR | 25.00 | $199,246 | $0 | $0 |
| TODD SOLONDZ | ||||||||
| 15 BLEEKER STREET | MILLBURN | NJ | 07041 | TRUSTEE/ADMINISTRATOR | 3.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JPMORGAN CHASE BANK NA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 270 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT FEES | ServiceTypeTxt |
| Compensation | $61,091 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,763,095 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $338,588 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,101,683 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,101,683 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $151,525 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,950,158 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $497,508 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $497,508 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,704 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,704 | TotalTaxAmt |
| Distributable Before Adj | $478,804 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $478,804 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $478,804 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $540,472 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $540,472 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $478,804 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $472,786 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Total For Prior Years | $57,201 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $540,472 | QualifyingDistributionsAmt |
| Applied To Year1 | $472,786 | AppliedToYear1Amt |
| Applied To Prior Years | $57,201 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,485 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $468,319 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ACLU FOUNDATION NY | |||||||
| 125 BROAD STREET 19TH FLOOR | NEW YORK | NY | 10004 | PC | UNRESTRICTED GRANT TO SUPPORT ORGANIZATOINS CHARITABLE PURPOSE | $25,000 | |
| AMERICAN FRIENDS OF ISRAEL NAVY SEALS | |||||||
| PO BOX 20080 | NEW YORK | NY | 10001 | PC | UNRESTRICTED GRANT TO SUPPORT ORGANIZATOINS CHARITABLE PURPOSE | $5,000 | |
| AMERICAN FRIENDS OF NEOT KEDUMIN | |||||||
| PO BOX 55 | UNION | NJ | 070830055 | PC | UNRESTRICTED GRANT TO SUPPORT ORGANIZATOINS CHARITABLE PURPOSE | $10,000 | |
| B'NAIB'RITH INTERNATIONAL | |||||||
| 1640 RHODE ISLAND AVE NW | WASHINGTON | DC | 20036 | PC | UNRESTRICTED GRANT TO SUPPORT ORGANIZATOINS CHARITABLE PURPOSE | $5,000 | |
| BOCA RATON REGIONAL HOSPITAL FOUNDATION | |||||||
| 800 MEADOWS RD | BOCA RATON | FL | 33486 | PC | UNRESTRICTED GRANT TO SUPPORT ORGANIZATOINS CHARITABLE PURPOSE | $20,000 | |
| CHABAD OF NORTHWEST NEW JERSEY | |||||||
| 1 TORAH WAY | ROCKAWAY | NJ | 07866 | PC | UNRESTRICTED GRANT TO SUPPORT ORGANIZATOINS CHARITABLE PURPOSE | $30,000 | |
| CLARK UNIVERSITY - DEPT OF CLIMATE & ENVIRONMENTAL STUDIES SCHOLARSHIPS | |||||||
| 950 MAIN STREET | WORCESTER | MA | 016101477 | PC | UNRESTRICTED GRANT TO SUPPORT ORGANIZATOINS CHARITABLE PURPOSE | $30,000 | |
| CORNELL LAB OF ORINTHOLOGY | |||||||
| 159 SAPSUCKER WOODS RD | ITHACA | NY | 14850 | PC | UNRESTRICTED GRANT TO SUPPORT ORGANIZATOINS CHARITABLE PURPOSE | $10,000 | |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | PC | UNRESTRICTED GRANT TO SUPPORT ORGANIZATOINS CHARITABLE PURPOSE | $10,000 | |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | |||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | PC | UNRESTRICTED GRANT TO SUPPORT ORGANIZATOINS CHARITABLE PURPOSE | $20,000 | |
| GREENWICH HOUSE INC | |||||||
| 122 W 27TH ST 6TH FL | NEW YORK | NY | 100016291 | PC | UNRESTRICTED GRANT TO SUPPORT ORGANIZATOINS CHARITABLE PURPOSE | $12,500 | |
| HARRY S TRUMAN LIBRARY INSTITUTE | |||||||
| 5151 TROOST AVE STE 300 | KANSAS CITY | MO | 64110 | PC | UNRESTRICTED GRANT TO SUPPORT ORGANIZATOINS CHARITABLE PURPOSE | $10,000 | |
| HUMAN RIGHTS WATCH | |||||||
| 350 FIFTH AVENUE 34TH FLOOR | NEW YORK | NY | 10118 | PC | UNRESTRICTED GRANT TO SUPPORT ORGANIZATOINS CHARITABLE PURPOSE | $10,000 | |
| JEWISH FAMILY SERVICES OF METROWEST | |||||||
| 122 W 27TH ST 6TH FL | NEW YORK | NY | 100016291 | PC | UNRESTRICTED GRANT TO SUPPORT ORGANIZATOINS CHARITABLE PURPOSE | $11,561 | |
| JEWISH NATIONAL FUND - MUSS HIGH SCHOOL IN ISRAEL | |||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | PC | UNRESTRICTED GRANT TO SUPPORT ORGANIZATOINS CHARITABLE PURPOSE | $10,000 | |
| LEAGUE OF WOMEN VOTERS | |||||||
| 1233 20TH STREET NW SUITE 500 | WASHINGTON | DC | 20036 | PC | UNRESTRICTED GRANT TO SUPPORT ORGANIZATOINS CHARITABLE PURPOSE | $15,000 | |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | PC | UNRESTRICTED GRANT TO SUPPORT ORGANIZATOINS CHARITABLE PURPOSE | $20,000 | |
| MILLBURN SHORT HILLS VOLUNTEER FIRST AID SQUAD | |||||||
| 188 GLEN AV | MILLBURN | NJ | 07041 | PC | UNRESTRICTED GRANT TO SUPPORT ORGANIZATOINS CHARITABLE PURPOSE | $1,000 | |
| MT SINAI HEALTH SYSTEM - MOVEMENT DISORDERS | |||||||
| 5 EAST 98TH STREET 1ST FLOOR | NEW YORK | NY | 10029 | PC | UNRESTRICTED GRANT TO SUPPORT ORGANIZATOINS CHARITABLE PURPOSE | $25,000 | |
| MT SINAI MEDICAL CENTER - PALLIATIVE CARE | |||||||
| 1000 TENTH AVENUE 14TH FLOOR | NEW YORK | NY | 10019 | PC | UNRESTRICTED GRANT TO SUPPORT ORGANIZATOINS CHARITABLE PURPOSE | $5,000 | |
| NAACP LEGAL DEFENSE & EDUCATIONAL FUND INC | |||||||
| 40 RECTOR STREET 5TH FLOOR | NEW YORK | NY | 10006 | PC | UNRESTRICTED GRANT TO SUPPORT ORGANIZATOINS CHARITABLE PURPOSE | $10,000 | |
| NY BOTANNICAL GARDENS | |||||||
| 2900 SOUTHERN BLVD | NEW YORK | NY | 10458 | PC | UNRESTRICTED GRANT TO SUPPORT ORGANIZATOINS CHARITABLE PURPOSE | $50,000 | |
| NYU LANGONE | |||||||
| 550 FIRST AVENUE | NEW YORK | NY | 10016 | PC | UNRESTRICTED GRANT TO SUPPORT ORGANIZATOINS CHARITABLE PURPOSE | $50,000 | |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | PC | UNRESTRICTED GRANT TO SUPPORT ORGANIZATOINS CHARITABLE PURPOSE | $25,000 | |
| STAND WITH US | |||||||
| 6505 WILSHIRE BOULEVARD FIFTH FLOOR | LOS ANGELES | CA | 90048 | PC | UNRESTRICTED GRANT TO SUPPORT ORGANIZATOINS CHARITABLE PURPOSE | $25,000 | |
| THE JOHNS HOPKINS CENTER FOR INDIGENOUS HEALTH | |||||||
| 415 N WASHINGTON STREET 4TH FLOOR | BALTIMORE | MD | 212314007 | PC | UNRESTRICTED GRANT TO SUPPORT ORGANIZATOINS CHARITABLE PURPOSE | $10,000 | |
| THE NATIONAL WORLD WAR II MUSEUM | |||||||
| 945 MAGAZINE STREET | NEW ORLEANS | LA | 70130 | PC | UNRESTRICTED GRANT TO SUPPORT ORGANIZATOINS CHARITABLE PURPOSE | $5,000 | |
| THE SALVATION ARMY | |||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22314 | PC | UNRESTRICTED GRANT TO SUPPORT ORGANIZATOINS CHARITABLE PURPOSE | $10,000 | |
| THE WASHINGTON INSTITUTE FOR NEAR EAST POLICY | |||||||
| 1111 19TH ST NW STE 500 | WASHINGTON | DC | 20036 | PC | UNRESTRICTED GRANT TO SUPPORT ORGANIZATOINS CHARITABLE PURPOSE | $26,400 | |
| UNION OF CONCERNED SCIENTISTS | |||||||
| TWO BRATTLE SQUARE | CAMBRIDGE | MA | 02138 | PC | CLIMATE AND ENERGY | $25,000 | |
| UNITED STATES NAVY MEMORIAL | |||||||
| 701 PENNSYLVANIA AVENUE NW SUITE | WASHINGTON | DC | 20004 | PC | UNRESTRICTED GRANT TO SUPPORT ORGANIZATOINS CHARITABLE PURPOSE | $10,000 | 123 |
| VETERANS OF FOREIGN WARS | |||||||
| 406 W 34TH STREET | KANSAS CITY | MO | 64111 | PC | UNRESTRICTED GRANT TO SUPPORT ORGANIZATOINS CHARITABLE PURPOSE | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $536,461 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,842 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $212,276 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,387,161 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,629 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,612,908 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,612,908 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,725 | Amt |
| Net Investment Income | $2,363 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,362 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT 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 57,201 | ElectionDesc |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF, PART VI-B, LINE 1A(4): | FormAndLineReferenceDesc |
| Medium Explanation | OFFICER 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)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ASSETS | Desc |
| BOY Book Value | $5,341 | BOYBookValueAmt |
| EOY Book Value | $5,341 | EOYBookValueAmt |
| EOYFMV | $5,341 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE SUPPLIES | Desc |
| Revenue And Expenses Per Books | $40 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $40 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $4,629 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,629 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,629 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $61,091 | Amt |
| Net Investment Income | $61,091 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $4,545 | $4,545 | $0 |
| IRS | $25,277 | $0 | $0 |