ISERMANN FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ISERMANN FAMILY FOUNDATION (EIN 22-2615361)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202631339349101383
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T08:52:13-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 334358135 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAX ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 389 INTERPACE PARKWAY STE 3 | AddressLine1Txt |
| City | PARSIPPANY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07054 | 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 | 222615361 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ISERMANN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O GENE R KORF ESQ | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ISER | BusinessNameControlTxt |
| Phone | 9739931738 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 89 HEADQUARTERS PLZA N TWR 14TH FLR | AddressLine1Txt |
| City | MORRISTOWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07960 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOWARD ISERMANN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9739931738 | PhoneNum |
| Signature | 2026-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CRAIG CASSANO | PreparerPersonNm |
| PTIN | P01551886 | PTIN |
| Phone | 9734726250 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,028,710 | 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 | $28,009 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $28,009 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $140,525 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $140,525 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $685,223 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,875,912 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $685,223 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $853,757 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $853,757 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $45,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $22,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $22,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,177 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,589 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,588 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,600 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,230 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,230 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $62,140 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $62,140 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $120,747 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $92,059 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $28,688 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $744,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $744,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $864,747 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $92,059 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $772,688 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$10,990 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $761,698 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $212,244 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $134,455 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $134,455 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $298,842 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,130,230 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,073,255 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,698,196 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $740,163 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $345,448 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $362,420 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $833,639 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $833,639 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,381,479 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,386,797 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,028,710 | 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 | $6,381,479 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,386,797 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,381,479 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,386,797 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,381,479 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,386,797 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,381,479 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$10,990 | ExcessRevenueOverExpensesAmt |
| Other Increases | $16,308 | OtherIncreasesAmt |
| Subtotal | $6,386,797 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,386,797 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 200,000 SH GILEAD SCIENCES | P | 2025-01-31 | 2025-04-21 | $201,564 | $199,822 | $1,742 | $1,742 |
| 300,000 SH US TREAS BILL | P | 2025-03-26 | 2025-04-21 | $298,909 | $298,042 | $867 | $867 |
| 420 SH ALPHABET INC CL A | P | 2017-12-21 | 2025-11-11 | $121,376 | $22,472 | $98,904 | $98,904 |
| 580 SH AMERICAN TOWER CORP | P | 2017-12-21 | 2025-11-11 | $105,905 | $81,249 | $24,656 | $24,656 |
| 440 SH APPLE INC | P | 2017-12-21 | 2025-11-11 | $120,304 | $19,252 | $101,052 | $101,052 |
| 200,000 SH GILEAD SCIENCES | P | 2021-03-08 | 2025-02-01 | $200,000 | $200,000 | $0 | $0 |
| 220 SH MASTERCARD INC CL A | P | 2011-01-20 | 2025-11-11 | $121,594 | $5,145 | $116,449 | $116,449 |
| 240 SH MICROSOFT CORP | P | 2016-11-11 | 2025-11-11 | $120,793 | $13,991 | $106,802 | $106,802 |
| 725 SH MORGAN STANLEY | P | 1998-06-06 | 2025-11-11 | $120,057 | $2,124 | $117,933 | $117,933 |
| 620 SH NVIDIA CORP | P | 2017-12-21 | 2025-11-11 | $119,657 | $3,034 | $116,623 | $116,623 |
| 200,000 SH SYSCO CORP | P | 2023-02-08 | 2025-04-21 | $199,094 | $198,997 | $97 | $97 |
| 1,060 SH AMN HEALTHCARE | P | 2018-08-27 | 2025-05-05 | $21,266 | $61,423 | -$40,157 | -$40,157 |
| 500 SH DYNATRACE INC | P | 2023-07-31 | 2025-09-02 | $24,997 | $27,434 | -$2,437 | -$2,437 |
| 640 SH ZOETIS INC | P | 2018-08-27 | 2025-05-05 | $100,396 | $57,704 | $42,692 | $42,692 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $685,223 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,588 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,588 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,588 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $541 | EsPenaltyAmt |
| Tax Due | $11,129 | 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 |
| Form990 PF Filed With Atty Gen | 0 | 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 |
| Individual With Books | SECRETARY | IndividualWithBooksNm |
| Phone | 9739931738 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 89 HEADQUARTERS PLAZA NORTH TOWER | AddressLine1Txt |
| Address Line2 | 14TH FLOOR | AddressLine2Txt |
| City | MORRISTOWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07960 | 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 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| GENE R KORF | |||||||||
| 89 HEADQUARTERS PLAZA NORTH TOWER | 14TH FLOOR | MORRISTOWN | NJ | 07960 | SECY. | 1.00 | $15,000 | $0 | $0 |
| SCOTT KORF | |||||||||
| 89 HEADQUARTERS PLAZA NORTH TOWER | 14TH FLOOR | MORRISTOWN | NJ | 07960 | TRUSTEE | 1.00 | $15,000 | $0 | $0 |
| NEIL KORF | |||||||||
| 89 HEADQUARTERS PLAZA NORTH TOWER | 14TH FLOOR | MORRISTOWN | NJ | 07960 | TRUSTEE | 1.00 | $15,000 | $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 | $15,690,766 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $173,350 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,864,116 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,864,116 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $237,962 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,626,154 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $781,308 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $781,308 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,588 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,588 | TotalTaxAmt |
| Distributable Before Adj | $770,720 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $770,720 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $770,720 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $772,688 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $772,688 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $770,720 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $21,156 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $39,833 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $142,650 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $21,700 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,190 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $228,529 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $772,688 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $770,720 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,968 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $230,497 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $21,156 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $209,341 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $39,833 | ExcessFromYear4Amt |
| Excess From Year3 | $142,650 | ExcessFromYear3Amt |
| Excess From Year2 | $21,700 | ExcessFromYear2Amt |
| Excess From Year1 | $3,190 | ExcessFromYear1Amt |
| Excess From Current Year | $1,968 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GENE R KORF | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 89 HEADQUARTERS PLAZA NORTH TOWER | AddressLine1Txt |
| Address Line2 | 14TH FLOOR | AddressLine2Txt |
| City | MORRISTOWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07960 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9739931743 | RecipientPhoneNum |
| Form And Info And Materials | LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ADRIENNE ARSHT CENTER TRUST | ||||||||
| 1300 BISCAYNE BLVD | MIAMI | FL | 33132 | N/A | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| ALL FAITHS FOOD BANK | ||||||||
| 8171 BLAIKIE CT | SARASOTA | FL | 34240 | N/A | PC | GENERAL CHARITABLE SUPPORT | $20,000 | |
| COMMUNITY FOUNDATION OF GREENVILLE (HELLER HERITAGE ON THE GREEN FUND) | ||||||||
| 10 S ACADEMY ST SUITE 350 | GREENVILLE | SC | 29601 | N/A | PC | GENERAL CHARITABLE SUPPORT | $45,000 | |
| CONGREGATION BETH ISRAEL OF GREENVILLE SOUTH CAROLINA | ||||||||
| 425 SUMMIT DR | GREENVILLE | SC | 29609 | N/A | PC | GENERAL CHARITABLE SUPPORT | $11,000 | |
| COUNTRY MUSIC FOUNDATION | ||||||||
| 222 FIFTH AVENUE | SOUTH NASHVILLE | TN | 37203 | N/A | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| DOLPHINS CYCLING CHALLENGE INC | ||||||||
| 347 DON SHULA DR | MIAMI GARDENS | FL | 33056 | N/A | PC | GENERAL CHARITABLE SUPPORT | $45,000 | |
| DR PHILLIPS CENTER FOR THE PERFORMING ARTS | ||||||||
| 445 S MAGNOLIA AVE | ORLANDO | FL | 32801 | N/A | PC | GENERAL CHARITABLE SUPPORT | $15,000 | |
| FLORIDA AQUARIUM | ||||||||
| 701 CHANNELSIDE DR | TAMPA | FL | 33602 | N/A | PC | GENERAL CHARITABLE SUPPORT | $20,000 | |
| FLORIDA HOLOCAUST MUSEUM | ||||||||
| 55 5TH ST S | ST PETERSBURG | FL | 33701 | N/A | PC | GENERAL CHARITABLE SUPPORT | $15,000 | |
| FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION | ||||||||
| 11200 SW 8TH STREET | MIAMI | FL | 33199 | N/A | PC | GENERAL CHARITABLE SUPPORT | $30,000 | |
| FOSTERING GREAT IDEAS | ||||||||
| 321 PIMLICO RD GREENVILLE | SOUTH CAROLINA | SC | 29607 | N/A | PC | GENERAL CHARITABLE SUPPORT | $18,000 | |
| FRIENDS OF THE ISRAELI DEFENSE FORCES | ||||||||
| 60 EAST 42ND STREET | NEW YORK | NY | 101650015 | N/A | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| FROST MUSEUM OF SCIENCE | ||||||||
| 1101 BISCAYNE BLVD | MIAMI | FL | 33132 | N/A | PC | GENERAL CHARITABLE SUPPORT | $20,000 | |
| GIVE KIDS THE WORLD | ||||||||
| 2140 S BASS ROAD | KISSIMMEE | FL | 34746 | N/A | PC | GENERAL CHARITABLE SUPPORT | $15,000 | |
| GREATER MIAMI JEWISH FEDERATION | ||||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | N/A | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| HABITAT FOR HUMANITY- SARASOTA | ||||||||
| 1757 N EAST AVENUE | SARASOTA | FL | 34234 | N/A | PC | GENERAL CHARITABLE SUPPORT | $15,000 | |
| JEWISH FAMILY & CHILDREN SERVICES OF THE SUNCOAST | ||||||||
| 2688 FRUITVILLE ROAD | SARASOTA | FL | 34235 | N/A | PC | GENERAL CHARITABLE SUPPORT | $30,000 | |
| JEWISH FAMILY SERVICES GREATER ORLANDO | ||||||||
| 2100 LEE RD | WINTER PARK | FL | 32789 | N/A | PC | GENERAL CHARITABLE SUPPORT | $15,000 | |
| MEALS ON WHEELS SARASOTA | ||||||||
| 421 N LIME AVE | SARASOTA | FL | 34237 | N/A | PC | GENERAL CHARITABLE SUPPORT | $5,000 | |
| NATIONAL BASEBALL HALL OF FAME | ||||||||
| 25 MAIN ST | COOPERSTOWN | NY | 13326 | N/A | PC | GENERAL CHARITABLE SUPPORT | $25,000 | |
| NEIGHBORHOOD CANCER CONNECTION( FORMERLY CANCER SOCIETY GREENVILE COUNTY) | ||||||||
| 113 MILLS AVENUE ENTRANCE ON LADSON | GREENVILLE | SC | 29605 | N/A | PC | GENERAL CHARITABLE SUPPORT | $20,000 | ST |
| ORLANDO SCIENCE CENTER | ||||||||
| 777 E PRINCETON ST | ORLANDO | FL | 32803 | N/A | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| RINGLING COLLEGE OF ART & DESIGN | ||||||||
| 2700 N TAMIAMI TR | SARASOTA | FL | 34237 | N/A | PC | CONTINUING EDUCATION | $15,000 | |
| ROUNDABOUT THEATRE COMPANY | ||||||||
| 231 WEST 39TH STREET SUITE 1200 | NEW YORK | NY | 10018 | N/A | PC | GENERAL CHARITABLE SUPPORT | $20,000 | |
| SAFE PLACE AND RAPE CRISIS RESOURCE CENTER OF SARASOTA | ||||||||
| 2139 MAIN ST | SARASOTA | FL | 34237 | N/A | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| SARASOTA MANATEE JEWISH HOUSING COUNCIL INC | ||||||||
| 1951 N HONORE AVE | SARASOTA | FL | 34235 | N/A | PC | GENERAL CHARITABLE SUPPORT | $40,000 | |
| SARASOTA MEMORIAL HEALTHCARE FOUNDATION | ||||||||
| 1515 S OSPREY AVENUE | SARASOTA | FL | 34239 | N/A | PC | GENERAL CHARITABLE SUPPORT | $55,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 220 E 42ND ST | NEW YORK | NY | 10017 | N/A | PC | GENERAL CHARITABLE SUPPORT | $100,000 | |
| STRAZ CENTER FOR PERFORMING ARTS | ||||||||
| 1010 N MACINNES PL | TAMPA | FL | 33602 | N/A | PC | GENERAL CHARITABLE SUPPORT | $25,000 | |
| THE JEWISH FEDERATION OF SARASOTA- MANATEE | ||||||||
| 580 MCINTOSH ROAD | SARASOTA | FL | 34232 | N/A | PC | GENERAL CHARITABLE SUPPORT | $45,000 | |
| UNIVERSITY OF MIAMI | ||||||||
| 4600 RICKENBACKER CAUSEWAY | MIAMI | FL | 33149 | N/A | PC | GENERAL CHARITABLE SUPPORT | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $744,000 | 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 | $28,009 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $140,525 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $685,223 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $853,757 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $853,757 | 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 | CategoryTxt |
| Amt | $7,200 | Amt |
| Net Investment Income | $3,600 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,600 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE STATE OF NEW JERSEY, NEW JERSEY OFFICE OF ATTORNEY GENERAL NO LONGER REQUIRES A FOUNDATION WHICH RECEIVED CHARITABLE CONTRIBUTIONS ONLY FROM THE FOUNDER TO REGISTER. THEREFORE NJ DOES NOT REQUIRE THE SUBMISSION OF THE FEDERAL FORM 990PF. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $345,448 | EOYBookValueAmt |
| EOYFMV | $362,420 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $5,073,255 | EOYBookValueAmt |
| EOYFMV | $15,698,196 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SAVINGS DEPOSIT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $833,639 | BookValueAmt |
| EOYFMV | $833,639 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $5,177 | LegalFeesAmt |
| Net Investment Income | $2,589 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,588 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $45,181 | $45,181 | $0 |
| TRAVEL AND OTHER | $16,959 | $16,959 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GILEAD PRIOR YEAR ADJUSTMENT | Desc |
| Amt | $16,308 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $1,230 | Amt |
| Net Investment Income | $1,230 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |