MORRIS AND CHARLOTTE TANENBAUM FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MORRIS AND CHARLOTTE TANENBAUM FAMILY FOUNDATION INC (EIN 22-3548832)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-11
- IRS object ID
- 202621319349101047
- Schema version
- 2025v4.0
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-11T10:32:24-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 993692957 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AJ SANTYE ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 E MAIN ST | AddressLine1Txt |
| City | SOMERVILLE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08876 | 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 | 223548832 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORRIS & CHARLOTTE TANENBAUM FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MORR | BusinessNameControlTxt |
| Phone | 9738200019 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8930 BAY COLONY DRIVE APT 1502 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL A TANENBAUM | PersonNm |
| Person Title | PRES/TREASURER | PersonTitleTxt |
| Signature | 2026-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANTHONY J SANTYE JR | PreparerPersonNm |
| PTIN | P00443365 | PTIN |
| Phone | 9087041400 | PhoneNum |
| Preparation | 2026-05-05 | 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 | $4,689,395 | 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 | $60,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $111,692 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $111,692 | DividendsNetInvstIncmAmt |
| Total Rev And Expnss | $171,692 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $111,692 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,900 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $7,185 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,185 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $9,085 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,085 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $229,380 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $229,380 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $238,465 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,085 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $229,380 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$66,773 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $102,607 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $80,816 | CashBOYAmt |
| Cash EOY | $73,005 | CashEOYAmt |
| Cash EOYFMV | $73,005 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $151,160 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $132,803 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $132,803 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,215,851 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,066,375 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,634,432 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $754,707 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $788,614 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $849,155 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,202,534 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,060,797 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,689,395 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,202,534 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,060,797 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,202,534 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,060,797 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,202,534 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,060,797 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,202,534 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$66,773 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,135,761 | SubtotalAmt |
| Other Decreases | $74,964 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,060,797 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,426 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,426 | SubtotalAmt |
| Tax Based On Investment Income | $1,426 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,587 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,587 | TotalPaymentsAndCreditsAmt |
| Overpayment | $161 | OverpaymentAmt |
| Applied To ES Tax | $161 | AppliedToESTaxAmt |
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 |
| Org Report Or Register State | NJ | 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MICHAEL A TANENBAUM | IndividualWithBooksNm |
| Phone | 9738200019 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8930 BAY COLONY DR APT 1502 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34108 | 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 |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| CHARLOTTE TANENBAUM | ||||||||
| 539 MOUNTAIN AVE | NEW PROVIDENCE | NJ | 07974 | TR. EMERITUS | 0.50 | $0 | $0 | $0 |
| MICHAEL A TANENBAUM | ||||||||
| 8930 BAY COLONY DR APT 1502 | NAPLES | FL | 34108 | PRES/TREASUR | 0.50 | $0 | $0 | $0 |
| ROBIN S TANENBAUM | ||||||||
| 48 DANNER AVE | HARRISON | NY | 10528 | VP/SECRETARY | 0.50 | $0 | $0 | $0 |
| BENJAMIN POLLAK | ||||||||
| 628 WOOD ST | MAMARONECK | NY | 10543 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| EMILY JACOBS | ||||||||
| 13806 CUTLEAF CT | CHANTILLY | VA | 20151 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| KATHRYN A HEIDRICH | ||||||||
| 28 HOME PL UNIT B1 | GREENWICH | CT | 06830 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,305,945 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $175,426 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,481,371 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,481,371 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $67,221 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,414,150 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $220,708 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $220,708 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,426 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,426 | TotalTaxAmt |
| Distributable Before Adj | $219,282 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $219,282 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $219,282 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $229,380 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $229,380 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $219,282 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $86,161 | UndistributedIncomePYAmt |
| Qualifying Distributions | $229,380 | QualifyingDistributionsAmt |
| Applied To Year1 | $86,161 | AppliedToYear1Amt |
| Applied To Current Year | $143,219 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $76,063 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL TANENBAUM | ContributingManagerNm |
| Contributing Manager | ROBIN S TANENBAUM | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MICHAEL TANENBAUM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8930 BAY COLONY DRIVE APT 1502 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9738200019 | RecipientPhoneNum |
| Form And Info And Materials | BY LETTER ONLY | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JULY 31 OF THE CURRENT CALENDAR YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| BLUEPATH SERVICE DOGS INC | |||||||
| 8 COUNTRY CLUB ROAD | HOPEWELL JUNCTION | NY | 12533 | POF | GENERAL | $37,500 | |
| CATHOLIC CHARITIES OF BUFFALO | |||||||
| 741 DELAWARE AVENUE | BUFFALO | NY | 14209 | POF | GENERAL | $2,000 | |
| DUTCHESS OUTREACH INC | |||||||
| 29 N HAMILTON STREET NO1 | POUGHKEEPSIE | NY | 12601 | POF | GENERAL | $20,000 | |
| DUTCHESS OUTREACH INC | |||||||
| 29 N HAMILTON STREET NO1 | POUGHKEEPSIE | NY | 12601 | POF | GENERAL | $2,000 | |
| GLSEN INC | |||||||
| 244 MADISON AVENUE | NEW YORK | NY | 10016 | POF | GENERAL | $2,000 | SUITE 108 |
| GRACE SMITH HOUSE | |||||||
| 1 BROOKSIDE AVENUE | POUGHKEEPSIE | NY | 12601 | POF | GENERAL | $1,000 | |
| HOPE FLOATS FOUNDATION | |||||||
| 14531 POTOMAC MILLS RD | WOODBRIDGE | VA | 22192 | POF | GENERAL | $2,500 | |
| JUSTICE FOR MIGRANTS OF WESTERN NY | |||||||
| 371 DELAWARE AVENUE | BUFFALO | NY | 14202 | POF | GENERAL | $2,000 | |
| MAKE THE ROAD NEW YORK | |||||||
| 301 GROVE ST | BROOKLYN | NY | 11237 | POF | GENERAL | $2,000 | |
| NATIONAL PHILANTHROPIC TRUST | |||||||
| 165 TOWNSHIP LINE ROAD | JENKINTOWN | PA | 19046 | POF | GENERAL | $149,380 | SUITE 1200 |
| NJIT - MURRAY CENTER FOR WOMEN | |||||||
| 323 DR MARTIN LUTHER | NEWARK | NJ | 07102 | POF | GENERAL | $4,000 | KING JR BOULEVARD |
| SMALL STEPS IN SPEECH | |||||||
| PO BOX 65 | EAGLEVILLE | PA | 19408 | POF | GENERAL | $3,500 | |
| THE COLONEL'S KITCHEN | |||||||
| PO BOX 220137 | CHANTILLY | VA | 20153 | POF | GENERAL | $1,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $229,380 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $111,692 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $111,692 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $111,692 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| MICHAEL TANENBAUM | ||||||
| 1 | 8930 BAY COLONY DRIVE | NAPLES | FL | 34108 | $50,000 | Yes (X) |
| ROBIN S TANENBAUM | ||||||
| 2 | 48 DANNER AVE | HARRISON | NY | 10528 | $10,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AJ SANTYE & CO. | CategoryTxt |
| Amt | $1,900 | Amt |
| Net Investment Income | $1,900 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | VANGUARD INTERMEDIATE TERM BOND FUND | BondNm |
| EOY Book Value | $788,614 | EOYBookValueAmt |
| EOYFMV | $849,155 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY - COTERRA | ||
| VANGUARD EMERGING MARKETS INDEX | $984,067 | $1,414,784 |
| VANGUARD INDEX 500 FUND | $1,082,308 | $2,219,648 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STOCK DONATION RECONCILIATION | Desc |
| Amt | $74,964 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TAX ON FOREIGN DIVIDENDS | $2,953 | $2,953 |
| EXCISE TAX | $4,232 | $4,232 |