LORI AND MICHAEL NASH FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- LORI AND MICHAEL NASH FOUNDATION (EIN 81-4727835)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-15
- IRS object ID
- 202631359349104523
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T17:19:14-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 920 5TH AVENUE SUITE 2800 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | 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 | 814727835 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LORI & MICHAEL NASH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LORI | BusinessNameControlTxt |
| Phone | 2125835127 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 WAVERLY ROAD | AddressLine1Txt |
| City | RIDGEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 074501219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL NASH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2125835127 | PhoneNum |
| Signature | 2026-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANITA SINDELAR | PreparerPersonNm |
| PTIN | P01596807 | PTIN |
| Phone | 2062814444 | 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 | $19,124,898 | 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 | $311 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $311 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $277,042 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $277,042 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$95,735 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $320 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $181,618 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $277,353 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $560 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $280 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $280 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,047 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,047 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $26,791 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $487 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $28,885 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,327 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $280 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $770,006 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $761,577 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $798,891 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,327 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $761,857 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$617,273 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $276,026 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $641,112 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $374,934 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $374,934 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,449,365 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,104,639 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,749,964 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $8,090,477 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,479,573 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,124,898 | 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 | $8,090,477 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,479,573 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,090,477 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,479,573 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,090,477 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,479,573 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,090,477 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$617,273 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,369 | OtherIncreasesAmt |
| Subtotal | $7,479,573 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,479,573 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $96,055 | -$96,055 | -$96,055 | |
| CAPITAL GAINS DIVIDENDS | P | $320 | $320 | $320 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$95,735 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,837 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,837 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,837 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,000 | 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 | $5,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,163 | OverpaymentAmt |
| Applied To ES Tax | $1,163 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | 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 |
| Individual With Books | LORI MICHAEL NASH | IndividualWithBooksNm |
| Phone | 2125835127 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 WAVERLY ROAD | AddressLine1Txt |
| City | RIDGEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 074501219 | 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 | Yes (1) | 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 | Yes (1) | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL NASH | ||||||||
| 700 WAVERLY ROAD | RIDGEWOOD | NJ | 07450 | DIRECTOR; PRESIDENT | 2.00 | $0 | $0 | $0 |
| LORI NASH | ||||||||
| 700 WAVERLY ROAD | RIDGEWOOD | NJ | 07450 | DIRECTOR; SECRETARY & TREASURER | 2.00 | $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) |
|---|---|---|
| Description1 | NONE | 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 | $18,729,383 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $517,597 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,246,980 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,246,980 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $288,705 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,958,275 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $947,914 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $947,914 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,837 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,837 | TotalTaxAmt |
| Distributable Before Adj | $944,077 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $944,077 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $944,077 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $761,857 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $761,857 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $944,077 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $141,956 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $193,829 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $260,079 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $194,529 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $680,117 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,470,510 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $761,857 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $761,857 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $182,220 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $182,220 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,288,290 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,288,290 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $153,565 | ExcessFromYear4Amt |
| Excess From Year3 | $260,079 | ExcessFromYear3Amt |
| Excess From Year2 | $194,529 | ExcessFromYear2Amt |
| Excess From Year1 | $680,117 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL NASH | ContributingManagerNm |
| Contributing Manager | LORI NASH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 52ND STREET PROJECT | |||||||
| 789 TENTH AVENUE | NEW YORK | NY | 10019 | PC | PROGRAM SUPPORT | $6,545 | |
| ALAND ETIENNE | |||||||
| OPEN | OPEN | NY | 00000 | I | PROGRAM SUPPORT | $5,400 | |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| 20 W 36TH STREET SUITE 1100 | NEW YORK | NY | 10018 | PC | PROGRAM SUPPORT | $10,000 | |
| AMERICAN INDIAN HEALTH AND FAMILY SERVICES | |||||||
| 4880 LAWNDALE | DETROIT | MI | 48210 | PC | PROGRAM SUPPORT | $3,200 | |
| ANSWER THE CALL NEW YORK POLICE & FIRE WIDOWS' & CHILDREN'S BENEFIT FUND | |||||||
| PO BOX 26837 | NEW YORK | NY | 10087 | PC | PROGRAM SUPPORT | $18,653 | |
| BAPTIST HEALTH SOUTH FLORIDA FOUNDATION INC | |||||||
| 6855 RED ROAD STE 600 | CORAL GABLES | FL | 33143 | PC | PROGRAM SUPPORT | $2,500 | |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| 711 THIRD AVENUE | NEW YORK | NY | 10017 | PC | PROGRAM SUPPORT | $1,800 | |
| BLOOD CANCER UNITED | |||||||
| 1201 15TH STREET NW | WASHINGTON | DC | 20005 | PC | PROGRAM SUPPORT | $5,000 | |
| BRADLEY HOSPITAL FOUNDATION | |||||||
| 167 POINT STREET | PROVIDENCE | RI | 02903 | PC | PROGRAM SUPPORT | $1,800 | |
| BRIGHTFOCUS FOUNDATION | |||||||
| 22512 GATEWAY CENTER DRIVE | CLARKSBURG | MD | 20871 | PC | PROGRAM SUPPORT | $20,708 | |
| CHAPEL HAVEN SCHLEIFER CENTER | |||||||
| 1040 WHALLEY AVENUE | NEW HAVEN | CT | 06515 | PC | PROGRAM SUPPORT | $262 | |
| DEVILS YOUTH FOUNDATION INC | |||||||
| 25 LAFAYETTE STREET | NEWARK | NJ | 07102 | PC | PROGRAM SUPPORT | $5,181 | |
| DREAM CHARTER SCHOOL | |||||||
| 1991 2ND AVENUE | NEW YORK | NY | 10029 | PC | PROGRAM SUPPORT | $100,000 | |
| FRIENDS OF ISRAEL DEFENSE FORCES | |||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | PC | PROGRAM SUPPORT | $10,000 | |
| FUND THE FIRST | |||||||
| OPEN | OPEN | NY | 00000 | I | PROGRAM SUPPORT | $1,170 | |
| GEORGETOWN UNIVERSITY BELLRINGER | |||||||
| 37TH O STREET NW BOX 57117 | WASHINGTON | DC | 20007 | PC | PROGRAM SUPPORT | $515 | |
| GOD'S LOVE WE DELIVER | |||||||
| 166 AVENUE OF THE AMERICAS | NEW YORK | NY | 10013 | PC | PROGRAM SUPPORT | $60,000 | |
| GOOD FOOD WORKS | |||||||
| 345 EAST 102ND STREET 305 | NEW TORK | NY | 10029 | POF | PROGRAM SUPPORT | $10,676 | |
| GRAHAMS FOUNDATION | |||||||
| 200 E SOUTHERN DRIVE | BLOOMINGTON | IN | 47401 | PC | PROGRAM SUPPORT | $8,287 | |
| GROUNDSWELL CHARITABLE FOUNDATION | |||||||
| 880 APOLLO STREET SUITE 246 | EL SEGUNDO | CA | 90245 | PC | PROGRAM SUPPORT | $25,000 | |
| HARLEM RBI INC | |||||||
| 1991 2ND AVENUE | NEW YORK | NY | 10029 | PC | PROGRAM SUPPORT | $25,000 | |
| JEWISH COMMUNAL FUND | |||||||
| 575 MADISON AVENUE STE 703 | NEW YORK | NY | 10022 | PC | PROGRAM SUPPORT | $50,000 | |
| LET'S WIN PANCREATIC CANCER FOUNDATION | |||||||
| 422 E 72ND STREET APT 9F | NEW YORK | NY | 10021 | PC | PROGRAM SUPPORT | $10,000 | |
| LIGHT OF LIFE RESCUE MISSION | |||||||
| 665 RIDGE AVENUE | PITTSBURGH | PA | 15212 | PC | PROGRAM SUPPORT | $5,400 | |
| LISA B FISHMAN FOUNDATION INC | |||||||
| 11 WEDGEWOOD DRIVE | MONTVILLE | NJ | 07045 | PC | PROGRAM SUPPORT | $10,000 | |
| LONG ISLAND CADDIE SCHOLARSHIP FUND | |||||||
| 49 KNOLLWOOD ROAD | ELMSFORD | NY | 10523 | PC | PROGRAM SUPPORT | $1,800 | |
| MCC THEATER | |||||||
| 511 WEST 52ND STREET | NEW YORK | NY | 10019 | PC | PROGRAM SUPPORT | $26,450 | |
| MELANOMA RESEARCH FOUNDATION | |||||||
| 1420 K STREET NW 7TH FLOOR | WASHINGTON | DC | 20005 | PC | PROGRAM SUPPORT | $167,081 | |
| MET COUNCIL | |||||||
| 1 STATE STREET PLAZA 24TH FLOOR | NEW YORK | NY | 10004 | PC | PROGRAM SUPPORT | $10,800 | |
| PROJECT TOAL (TRIP OF A LIFETIME) | |||||||
| PO BOX 185 H | SCARSDALE | NY | 10583 | PC | PROGRAM SUPPORT | $1,894 | |
| RW EVERYACTION DONATIONS | |||||||
| OPEN | OPEN | NY | 00000 | PC | PROGRAM SUPPORT | $1,859 | |
| SPARK YOUTH NYC INC | |||||||
| 444 MADISON AVENUE 6TH FLOOR | NEW YORK | NY | 10022 | PC | PROGRAM SUPPORT | $100,000 | |
| STANFORD UNIVERSITY | |||||||
| 485 BROADWAY MAIL CODE 8838 | REDWOOD CITY | CA | 94063 | PC | PROGRAM SUPPORT | $500 | |
| TEACHING MATTERS | |||||||
| 475 RIVERSIDE DRIVE SUITE 1600 | NEW YORK | NY | 10115 | PC | PROGRAM SUPPORT | $25,725 | |
| TEAM RUBICON | |||||||
| 5230 PACIFIC CONCOURSE DRIVE STE | LOS ANGELES | CA | 90045 | PC | PROGRAM SUPPORT | $5,000 | 200 |
| TEE OFF FORE LIFE INC | |||||||
| 3545 JEROME AVENUE | BRONX | NY | 10467 | PC | PROGRAM SUPPORT | $10,000 | |
| THE MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH | |||||||
| PO BOX 4777 | NEW YORK | NY | 10163 | PC | PROGRAM SUPPORT | $1,800 | |
| TOM JAY COUGHLIN FUND FOUNDATION | |||||||
| PO BOX 50798 | JACKSONVILLE BEACH | FL | 32240 | PC | PROGRAM SUPPORT | $15,000 | |
| UNIVERSITY OF MICHIGAN | |||||||
| 1109 GEDDES AVENUE | ANN ARBOR | CA | 48109 | GOV | PROGRAM SUPPORT | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $770,006 | 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 | $311 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $277,042 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$95,735 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $181,618 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $181,618 | 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 | CSC FEE | CategoryTxt |
| Amt | $560 | Amt |
| Net Investment Income | $280 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $280 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY INC | $70,700 | $754,800 |
| BLACKSTONE GROUP | $6,699,942 | $16,443,655 |
| CISCO SYSTEMS INC | $7,969 | $100,139 |
| DISNEY | $13,766 | $113,770 |
| INTEL CORP | $23,065 | $29,520 |
| VERIS RESIDENTIAL INC FKA MACK CALI REALTY CORP | $23,280 | $14,880 |
| MERCK AND CO INC SHS | $15,852 | $91,050 |
| SELECT SECTOR SPDR TR | $250,065 | $1,202,150 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SUPPLIES | Desc |
| Revenue And Expenses Per Books | $487 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK TO TAX DIFFERENCE | $1,172 |
| RETURNED GRANT | $5,197 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ANNUAL SERVICE FEE | $150 | $150 | $0 | $0 |
| INVESTMENT FEE | $150 | $150 | $0 | $0 |
| PROCESSING FEES | $747 | $747 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PRIOR YEAR EXCISE TAXES | CategoryTxt |
| Amt | $26,791 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |