FRANKEL FAMILY CHARITABLE TRUST: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- FRANKEL FAMILY CHARITABLE TRUST (EIN 36-7347911)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-15
- IRS object ID
- 202621359349104577
- 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
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T17:46:43-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 393647910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 MATSONFORD RD BLDG 4STE 300 | AddressLine1Txt |
| City | RADNOR | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19087 | 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 | 367347911 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANKEL FAMILY CHARITABLE TRUST | BusinessNameLine1Txt |
| Business Name Line2 | C/O STEVEN FRANKEL | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRAN | BusinessNameControlTxt |
| Phone | 5138917877 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9499 BENCHMARK LANE | AddressLine1Txt |
| City | BLUE ASH | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45242 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN FRANKEL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5138917877 | PhoneNum |
| Signature | 2026-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM S COVERT | PreparerPersonNm |
| PTIN | P00128629 | PTIN |
| Phone | 6105653930 | PhoneNum |
| Preparation | 2026-05-14 | 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 | $12,238,390 | 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 |
| Dividends Rev And Expnss | $152,592 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $151,807 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,125 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $24,588 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,125 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $568 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $568 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $172,285 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $171,500 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,374 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,187 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,187 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $660 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $660 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $174 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $44 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $130 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,208 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,891 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,317 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $290,920 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $290,920 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $300,128 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,891 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $295,237 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$127,843 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $166,609 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $193,047 | CashBOYAmt |
| Cash EOY | $70,098 | CashEOYAmt |
| Cash EOYFMV | $70,098 | CashEOYFMVAmt |
| Corporate Stock BOY | $4,233,389 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,799,475 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,166,292 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $2,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,428,436 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,871,573 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,238,390 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,428,436 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,871,573 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,428,436 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,871,573 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,428,436 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,871,573 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,428,436 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$127,843 | ExcessRevenueOverExpensesAmt |
| Other Increases | $570,980 | OtherIncreasesAmt |
| Subtotal | $4,871,573 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,871,573 | 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 |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $24,588 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,463 | CostOrOtherBasisAmt |
| Gain Or Loss | $19,125 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $19,125 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,125 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,316 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,316 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,316 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,478 | 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 | $4,478 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,162 | OverpaymentAmt |
| Applied To ES Tax | $2,162 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | 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 | NONE | WebsiteAddressTxt |
| Individual With Books | STEVEN FRANKEL | IndividualWithBooksNm |
| Phone | 5138917877 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9499 BENCHMARK LANE | AddressLine1Txt |
| City | BLUE ASH | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45242 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| MICAH P FRANKEL | ||||||||
| 9350 COLEMAN ROAD | ROSWELL | GA | 30075 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RICHARD M FRANKEL | ||||||||
| 26 PICARDY LANE | ST LOUIS | MO | 63124 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| STEVEN H FRANKEL | ||||||||
| 620 NW 23RD STREET | GAINESVILLE | FL | 32607 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $11,053,244 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $72,430 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,125,674 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,125,674 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $166,885 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,958,789 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $547,939 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $547,939 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,316 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,316 | TotalTaxAmt |
| Distributable Before Adj | $545,623 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $545,623 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $545,623 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $295,237 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $295,237 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $545,623 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $257,604 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $295,237 | QualifyingDistributionsAmt |
| Applied To Year1 | $257,604 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $37,633 | 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 | $507,990 | 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 (54 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AMERICAN COUNCIL OF TRUSTEES AND ALUMNI (ACTA) | |||||||
| 1730 M STREET NW SUITE 600 | WASHINGTON | DC | 20036 | PC | GENERAL FUNDING | $10,000 | |
| AMERICAN ENTERPRISE INSTITUTE | |||||||
| 1789 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | PC | GENERAL FUNDING | $10,000 | |
| AMERICAN FRIENDS OF LEKET ISRAEL | |||||||
| PO BOX 2090 | TEANECK | NJ | 07666 | PC | GENERAL FUNDING | $10,000 | |
| AMERICAN FRIENDS OF LEMA'AN ACHAI | |||||||
| CO RONALD HERRMANN 10 BRIARWOOD | SUFFERN | NY | 10901 | PC | GENERAL FUNDING | $5,000 | LANE |
| AMERICAN FRIENDS OF YAHD-IN UNUM (YIU) | |||||||
| 1441 BROADWAY SUITE 6071 | NEW YORK | NY | 10018 | PC | GENERAL FUNDING | $1,000 | |
| BEN AND ESTHER ROSENBLOOM HILLEL CENTER FOR JEWISH LIFE AT UNIVERSITY OF MD | |||||||
| 7612 MOWATT LANE | COLLEGE PARK | MD | 20740 | PC | MARYLAND HILLEL PROGRAMMING GIFT FUND | $1,180 | |
| B'NAI B'RITH INTERNATIONAL | |||||||
| 1120 20TH STREET NW SUITE 300 N | WASHINGTON | DC | 20036 | PC | GENERAL FUNDING | $1,000 | |
| CATO INSTITUTE | |||||||
| 1000 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | PC | GENERAL FUNDING | $10,000 | |
| CHABAD JEWISH CENTER OF BLUE ASH | |||||||
| 377 HUNT ROAD | CINCINNATI | OH | 45236 | PC | GENERAL FUNDING | $13,000 | |
| CHABAD OF BEVERLY GROVE | |||||||
| 300 S DOHENY DRIVE SUITE 102 | LOS ANGELES | CA | 90048 | PC | GENERAL FUNDING | $1,500 | |
| CHABAD OF COLUMBUS INC DBA LIFE TOWN FRIENDSHIP CIRCLE | |||||||
| 6220 E DUBLIN-GRANVILLE ROAD | NEW ALBANY | OH | 43054 | PC | SCHOTTENSTEIN CHABAD HOUSE | $5,000 | |
| COMMENTARY INC | |||||||
| 200 W 86TH STREET SUITE 1M | NEW YORK | NY | 10024 | PC | GENERAL FUNDING | $4,000 | |
| COMMITTEE FOR ACCURACY IN MIDDLE EAST REPORTING AND ANALYSIS (CAMERA) | |||||||
| PO BOX 35040 | BOSTON | MA | 02135 | PC | GENERAL FUNDING | $10,000 | |
| CONGREGATION B'NAI AMOONA | |||||||
| 324 S MASON ROAD | CREVE COEUR | MO | 63141 | PC | MISHLOACH MONET, SISTERHOOD TORAH FUND | $13,900 | |
| ETHICS AND PUBLIC POLICY CENTER | |||||||
| 1730 M STREET NW SUITE 910 | WASHINGTON | DC | 20036 | PC | GENERAL FUNDING | $5,000 | |
| FOUNDATION FOR THE DEFENSE OF DEMOCRACIES INC | |||||||
| 1800 M STREET NW 800S | WASHINGTON | DC | 20036 | PC | GENERAL FUNDING | $10,000 | |
| HOOVER INSTITUTION AT STANFORD UNIVERSITY | |||||||
| 434 GALVEZ MALL | STANFORD | CA | 94305 | PC | THE HOOVER INSTITUTION UNRESTRICTED GIFT FUND | $10,000 | |
| HUDSON INSTITUTE | |||||||
| 1201 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20004 | PC | GENERAL FUNDING | $10,000 | |
| IDSF USA INC | |||||||
| 805 THIRD AVENUE | NEW YORK | NY | 10022 | PC | GENERAL FUNDING | $3,600 | |
| INDEPENDENCE INSTITUTE | |||||||
| 727 EAST 16TH AVENUE | DENVER | CO | 80203 | PC | GENERAL FUNDING | $2,000 | |
| INSTITUTE FOR FAMILY STUDIES | |||||||
| PO BOX 1502 | CHARLOTTESVILLE | VA | 22902 | PC | GENERAL FUNDING | $5,000 | |
| INSTITUTE FOR JUSTICE | |||||||
| 901 N GLEHE ROAD SUITE 900 | ARLINGTON | VA | 22203 | PC | GENERAL FUNDING | $4,000 | |
| INTERCOLLEGIATE STUDIES INSTITUTE INC | |||||||
| 3901 CENTERVILLE ROAD | WILMINGTON | DE | 19807 | PC | GENERAL FUNDING | $1,000 | |
| JEWISH EDUCATION FOR EVERY PERSON (JEEP) | |||||||
| 1995 SECTION ROAD | CINCINNATI | OH | 45237 | PC | GENERAL FUNDING | $10,000 | |
| JEWISH FAMILY SERVICE OF THE CINCINNATI AREA | |||||||
| 9395 KENWOOD ROAD SUITE 100 | CINCINNATI | OH | 45242 | PC | GENERAL FUNDING | $2,000 | |
| JEWISH FEDERATION OF CINCINNATI | |||||||
| 8499 RIDGE ROAD | CINCINNATI | OH | 45236 | PC | GENERAL FUNDING | $2,000 | |
| JEWISH FEDERATION OF ST LOUIS | |||||||
| 12 MILLSTONE CAMPUS DRIVE | ST LOUIS | MO | 63146 | PC | GENERAL FUNDING | $540 | |
| JEWISH NATIONAL FUND (KEREN KAYEMETH LEISRAEL) INC | |||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | PC | GENERAL FUNDING | $5,000 | |
| JUDICIAL WATCH INC | |||||||
| 425 3RD STREET SW 800 | WASHINGTON | DC | 20024 | PC | GENERAL FUNDING | $2,000 | |
| LEGAL INSURRECTION FOUNDATION | |||||||
| 18 MAPLE AVENUE 280 | BARRINGTON | RI | 02806 | PC | GENERAL FUNDING | $10,000 | |
| MANHATTAN INSTITUTE | |||||||
| 52 VANDERBILT AVENUE | NEW YORK | NY | 10017 | PC | GENERAL FUNDING | $10,000 | |
| MIDDLE EAST FORUM | |||||||
| 1650 MARKET STREET SUITE 3600 | PHILADELPHIA | PA | 19103 | PC | GENERAL FUNDING | $5,000 | |
| MIDDLE EAST MEDIA AND RESEARCH INSTITUTE INC (MEMRI) | |||||||
| PO BOX 27837 | WASHINGTON | DC | 20038 | PC | GENERAL FUNDING | $10,000 | |
| MIDWEST CAMPERS INC DBA CAMP STONE | |||||||
| 2347 S GREEN ROAD | BEACHWOOD | OH | 44122 | PC | GENERAL FUNDING | $1,000 | |
| MISSOURI BOTANICAL GARDEN | |||||||
| 4344 SHAW BLVD | ST LOUIS | MO | 63110 | PC | GENERAL FUNDING | $500 | |
| MORASHA OLAMI INC | |||||||
| 555 MADISON AVENUE | LAKEWOOD | NJ | 08701 | PC | GENERAL FUNDING | $1,800 | |
| NATIONAL ASSOCIATION OF SCHOLARS | |||||||
| 13 W 36TH STREET 4TH FLOOR | NEW YORK | NY | 10018 | PC | GENERAL FUNDING | $10,000 | |
| NEW CIVIL LIBERTIES ALLIANCE | |||||||
| 4250 N FAIRFAX DRIVE SUITE 300 | ARLINGTON | VA | 22203 | PC | GENERAL FUNDING | $5,000 | |
| NUSACH HARI B'NAI ZION CONGREGATION | |||||||
| 650 N PRICE ROAD | ST LOUIS | MO | 63132 | PC | GENERAL FUNDING | $3,000 | |
| PROVIDENT INC DBA PROVIDENT BEHAVIORAL HEALTH | |||||||
| 2650 OLIVE STREET | ST LOUIS | MO | 63103 | PC | SPIRIT OF PROVIDENT GALA 2025, GENERAL FUNDING | $3,200 | |
| STATE POLICY NETWORK | |||||||
| 1500 WILSON BLVD SUITE 600 | ARLINGTON | VA | 22209 | PC | GENERAL FUNDING | $4,000 | |
| THE ASHBROOK CENTER | |||||||
| 401 COLLEGE AVENUE | ASHLAND | OH | 44805 | PC | GENERAL FUNDING | $5,000 | |
| THE CLAREMONT INSTITUTE | |||||||
| PO BOX 39 | CLAREMONT | CA | 91711 | PC | GENERAL FUNDING | $10,000 | |
| THE FEDERALIST SOCIETY | |||||||
| 1776 I STREET NW SUITE 300 | WASHINGTON | DC | 20006 | PC | GENERAL FUNDING | $5,000 | |
| THE FOUNDATION FOR CULTURAL REVIEW INC | |||||||
| 900 BROADWAY SUITE 602 | NEW YORK | NY | 10003 | PC | GENERAL FUNDING | $5,000 | |
| THE GUSH ETZION FOUNDATION CO NE'EMAN FOUNDATION | |||||||
| 867 BOYLSTONE STREET 5TH FLOOR 1342 | BOSTON | MA | 02116 | PC | GENERAL FUNDING | $500 | |
| THE HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | PC | GENERAL FUNDING | $10,000 | |
| THE JAMES G MARTIN CENTER FOR ACADEMIC RENEWAL | |||||||
| 353 E SIX FORKS ROAD SUITE 200 | RALEIGH | NC | 27609 | PC | GENERAL FUNDING | $5,000 | |
| THE JEWISH CENTER | |||||||
| 131 WEST 86 STREET | NEW YORK | NY | 10024 | PC | GENERAL FUNDING | $1,200 | |
| THE OHIO STATE UNIVERSITY HILLEL | |||||||
| 46 E 16TH AVENUE | COLUMBUS | OH | 43201 | PC | WEXNER JEWISH STUDENT CENTER | $1,000 | |
| THE TIKVAH FUND | |||||||
| 165 EAST 56TH STREET 4TH FLOOR | NEW YORK | NY | 10022 | POF | GENERAL FUNDING | $2,000 | |
| THE TORAH AND NATURE FOUNDATION | |||||||
| 2711 CENTERVILLE ROAD | WILMINGTON | DE | 19808 | PC | GENERAL FUNDING | $2,000 | |
| UNION OF ORTHODOX JEWISH CONGREGATIONS OF AMERICA | |||||||
| 40 RECTOR STREET 4TH FLOOR | NEW YORK | NY | 10006 | PC | GENERAL FUNDING | $3,000 | |
| ZAKA NORTH INC | |||||||
| 2920 AVENUE ROAD | BROOKLYN | NY | 11229 | PC | GENERAL FUNDING | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $290,920 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $152,592 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $568 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $19,125 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $172,285 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $172,285 | 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 | $8,374 | Amt |
| Net Investment Income | $4,187 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,187 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD EXTENDED MARKET ETF (VXF) | $427,979 | $673,304 |
| VNGUARD TOTAL STOCK MARKET ETF (VTI) | $3,265,710 | $4,833,193 |
| ALLSTATE CORP (ALL) | $15,676 | $115,574 |
| ALTRIA GROUP INC (MO) | $221,215 | $228,876 |
| APPLE INC (AAPL) | $29,222 | $4,424,239 |
| BALL CORP (BALL) | $23,672 | $147,360 |
| BANK MONTREAL QUEBEC (BMO) | $57,615 | $124,063 |
| CHEVRON CORP (CVX) | $15,600 | $50,112 |
| CONO COPHILLIPS (COP) | $62,478 | $89,005 |
| IRON MOUNTAIN INC (IRM) | $10,418 | $54,557 |
| KRAFT HEINZ CO (KHC) | $63,937 | $27,012 |
| MODELEZ INTERNATIONAL INC CL A (MDLZ) | $47,840 | $65,477 |
| OLD REPUBLIC INTL CORP (ORI) | $17,873 | $65,182 |
| PHILIP MORRIS INTL INC (PM) | $409,662 | $828,936 |
| RTX CORP (RTX) | $13,289 | $114,172 |
| THERMO FISHER SCIENTIFIC INC (TMO) | $117,289 | $325,230 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUND RECEIVABLE | Desc |
| BOY Book Value | $2,000 | BOYBookValueAmt |
| EOY Book Value | $2,000 | EOYBookValueAmt |
| EOYFMV | $2,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADR CUSTODY FEES | $44 | $44 | $0 |
| IL FILING FEES | $130 | $0 | $130 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $568 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $568 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $568 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $570,980 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $660 | Amt |
| Net Investment Income | $660 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |