Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE YALE FISHMAN FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)930 BROADWAY
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WOODMERE, NY11598
A Employer identification number

11-3579520
B Telephone number (see instructions)

(516) 374-0350
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$7,512,082J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 72,296
2 Check right arrow.............
3 Interest on savings and temporary cash investments 141,939 141,939  
4 Dividends and interest from securities... 24,290 24,290  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
96,820 96,820  
12 Total. Add lines 1 through 11........ 335,345 263,049  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
23,732 0   23,732
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 23,732 0   23,732
25 Contributions, gifts, grants paid....... 217,905 217,905
26 Total expenses and disbursements. Add lines 24 and 25 241,637 0   241,637
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 93,708
b Net investment income (if negative, enter -0-) 263,049
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 627,123 5,562,086 5,562,086
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 3,903,180 0 0
b Investments—corporate stock (attach schedule)....... 177,700 Click to see attachment
List of Attached Documents:
// Content
249,996 		249,996
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,700,000 Click to see attachment
List of Attached Documents:
// Content
1,700,000 		1,700,000
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
40,484 		Click to see attachment
List of Attached Documents:
// Content
31,109 		Click to see attachment
List of Attached Documents:
// Content
0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,448,487 7,543,191 7,512,082
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1,743 		Click to see attachment
List of Attached Documents:
// Content
2,739
23 Total liabilities (add lines 17 through 22)......... 1,743 2,739
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 7,446,744 7,540,452
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 7,446,744 7,540,452
30 Total liabilities and net assets/fund balances (see instructions). 7,448,487 7,543,191
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
7,446,744
2
Enter amount from Part I, line 27a .....................
2
93,708
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
7,540,452
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,540,452
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1a
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2  
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 3,656
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 3,656
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,656
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 12,090
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 12,090
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 8,434
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow8,434 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowYALE FISHMAN Telephone no.right arrow (516) 374-0350

Located atright arrow930 BROADWAYWOODMERENY ZIP+4right arrow11598
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
YALE FISHMAN DIRECTOR
1.00 		0 0 0
8 MURIEL AVENUE
LAWRENCE,NY11559
JOSEPH FISHMAN DIRECTOR
1.00 		0 0 0
59 BRIARWOOD
LAWRENCE,NY11559
REBECCA SIVERSTEIN DIRECTOR
1.00 		0 0 0
254 FOUNTAIN ROAD
ENGELWOOD,NJ07631
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
4,393,606
b
Average of monthly cash balances.......................
1b
3,094,604
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
7,488,210
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
7,488,210
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
112,323
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
7,375,887
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
368,794
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
368,794
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
3,656
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,656
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
365,138
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
365,138
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
365,138
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
241,637
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
241,637
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 365,138
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021...... 935,688
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 935,688
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 241,637
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 241,637
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 123,501 123,501
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 812,187
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		812,187
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021.... 812,187
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
YALE FISHMAN
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

AGUDATH ISRAEL OF AMERICA

42 BROADWAY 14TH FLOOR
NEW YORK,NY10004 		NONE PC RELIGIOUS/CHARITABLE 500

AHAVAS CHESED LAKEWOOD

120 2ND STREET
LAKEWOOD,NJ08701 		NONE PC RELIGIOUS/CHARITABLE 73

AISHES CHAYIL MONROE

7 CHEVRON RD
MONROE,NY10950 		NONE PC RELIGIOUS/CHARITABLE 500

ALIYA

930 BROADWAY
WOODMERE,NY11598 		NONE PC RELIGIOUS/CHARITABLE 50

AMERICAN FRIENDS OF DAS YOSEF INC

C/O KREISMAN 21 EAST 8TH STREET
LAKEWOOD,NJ08701 		NONE PC RELIGIOUS/CHARITABLE 1,500

AZHOUSEJERUSALEMCOM

2859 EATON RD
SHAKER HEIGHTS,OH44122 		NONE PC RELIGIOUS/CHARITABLE 500

BAIS DIN OF LAKEWOOD 732-9059992

100 9TH STREET
LAKEWOOD,NJ08701 		NONE PC RELIGIOUS/CHARITABLE 550

BAIS FAIGA

350 COURTNEY ROAD
LAKEWOOD,NJ08701 		NONE PC RELIGIOUS/CHARITABLE 1,000

BAIS HAMEDRASH OF FLATBUSH

C/O RABBI ZLOTY 1772 E 29TH ST
BROOKLYN,NY11229 		NONE PC RELIGIOUS/CHARITABLE 500

BAIS HORAAH OF LAKEWOOD

401 MADISON AVENUE
LAKEWOOD,NJ08701 		NONE PC RELIGIOUS/CHARITABLE 50

BAIS MEDRASH L'TORAH

613 MADISON AVENUE
LAKEWOOD,NJ08701 		NONE PC RELIGIOUS/CHARITABLE 440

BEIS MIDRASH OF HARBORVIEW

728 CORNAGA CT
FAR ROCKAWAY,NY11691 		NONE PC RELIGIOUS/CHARITABLE 1,000

BEIS MIDRASH OF QUEENS

17 FORT GEORGE HIL APT 7J
NEW YORK,NY10040 		NONE PC RELIGIOUS/CHARITABLE 300

BEIS MIDRASH OF ROBIN EST

25 CASTLE AVENUE
JACKSON,NJ08527 		NONE PC RELIGIOUS/CHARITABLE 590

BEIT YAAKOV OROT SARA

732 RODER AVE
BROOKLYN,NY11230 		NONE PC RELIGIOUS/CHARITABLE 1,000

BETH MIDRASH GAVOHA

601 PRIVATE WAY
LAKEWOOD,NJ08701 		NONE PC RELIGIOUS/CHARITABLE 500

BIKUR CHOLIM OF FR & FT

456A CENTRAL AVE SUITE 121
CEDARHURST,NY11516 		NONE PC RELIGIOUS/CHARITABLE 600

BM OF LAKEWOOD COMMONS

49 COLES WAY
LAKEWOOD,NJ08701 		NONE PC RELIGIOUS/CHARITABLE 400

BNEI TORAH MOVEMENT

1274-49TH STREET
BROOKLYN,NY11219 		NONE PC RELIGIOUS/CHARITABLE 5,000

BONEI OLAM

1755 46TH STREET
BROOKLYN,NY11204 		NONE PC RELIGIOUS/CHARITABLE 500

CHABAD

744 EASTERN PARKWAY
BROOKLYN,NY11213 		NONE PC RELIGIOUS/CHARITABLE 100

CHAI LIFELINE

151 W 30TH ST
NEW YORK,NY10001 		NONE PC RELIGIOUS/CHARITABLE 1,250

CHASDEI SHIMON INC

C/O ARI HESS 320 7TH STREET
LAKEWOOD,NJ08701 		NONE PC RELIGIOUS/CHARITABLE 360

CHESEDFUND-MESIVTA NEI

4398 CREST HEIGHTS RD
BALTIMORE,MD21215 		NONE PC RELIGIOUS/CHARITABLE 250

CHESSED OF LAKEWOOD

19 VILNA ROAD
LAKEWOOD,NJ08701 		NONE PC RELIGIOUS/CHARITABLE 500

CHIZUK HATORAH

1303 53RD STREET APT 243
BROOKLYN,NY11219 		NONE PC RELIGIOUS/CHARITABLE 200

CHMOL

5225 NEW UTRECHT AVENUE
BROOKLYN,NY11219 		NONE PC RELIGIOUS/CHARITABLE 54

CHONEN VNOSEN

6301 17TH AVENUE
BROOKLYN,NY11204 		NONE PC RELIGIOUS/CHARITABLE 1,800

CONG AHAVAS YISRAEL

PO BOX 320
CEDARHURST,NY11516 		NONE PC RELIGIOUS/CHARITABLE 130

CONG ATERES YISROEL

157 SPRUCE STREET
LAKEWOOD,NJ08701 		NONE PC RELIGIOUS/CHARITABLE 3,600

CONG BAIS ARON

959 41ST ST 3RD FL
BROOKLYN,NY11219 		NONE PC RELIGIOUS/CHARITABLE 500

CONG BASIS AVROHOM ZEV OF LAWRENCE

2 ROCKAWAY TURNPIKE
LAWRENCE,NY11559 		NONE PC RELIGIOUS/CHARITABLE 1,000

CONG NOAM ELIMELECH LIZENSK

87 PENN ST 108
BROOKLYN,NY11249 		NONE PC RELIGIOUS/CHARITABLE 50

CONGREGATION BETH SHALOM

390 BROADWAY
LAWRENCE,NY11559 		NONE PC RELIGIOUS/CHARITABLE 4,651

CONGREGATION SFAT TAMIM

602 S MAGNOLIA ST
DENVER,CO80224 		NONE PC RELIGIOUS/CHARITABLE 50

CONGREGATION TIFERES YAKOV

C/O PINCHAS KARO 19 VILNA LANE
LAKEWOOD,NJ08701 		NONE PC RELIGIOUS/CHARITABLE 500

CONGREGATION TOLDOS YITZCHOK

59 SOUTH CIRCLE AVE
SPRING VALLEY,NY10977 		NONE PC RELIGIOUS/CHARITABLE 450

CONGREGATION TORAH VACHESED

434 2ND STREET
LAKEWOOD,NJ08701 		NONE PC RELIGIOUS/CHARITABLE 700

CONGREGATION ZICHRON YISROEL

108 SUMMIT CT
LAKEWOOD,NJ08701 		NONE PC RELIGIOUS/CHARITABLE 500

DAVIS MEMORIAL FUND

25 LAWRENCE AVENUE
LAWRENCE,NY11559 		NONE PC RELIGIOUS/CHARITABLE 1,800

DENVER COMMUNITY KOLLEL

5080 W 14TH AVENUE
DENVER,CO80204 		NONE PC RELIGIOUS/CHARITABLE 100

EOM

815 FOREST AVE 25B
LAKEWOOD,NJ08701 		NONE PC RELIGIOUS/CHARITABLE 600

EIN OD MILVADO

815 FOREST AVE 25B
LAKEWOOD,NJ08701 		NONE PC RELIGIOUS/CHARITABLE 410

EZRAS YISRAEL

806 EASTERN PARKWAY
BROOKLYN,NY11213 		NONE PC RELIGIOUS/CHARITABLE 50

FRIENDS OF B AHAVAT YISRAEL

4809 AVENUE N POB 284
BROOKLYN,NY11234 		NONE PC RELIGIOUS/CHARITABLE 27,115

FRIENDS OF BIKUR CHOLIM EZRAT ACHIM

5014 16TH AVENUE
BROOKLYN,NY11204 		NONE PC RELIGIOUS/CHARITABLE 1,000

FRIENDS OF THE IDF

60 EAST 42ND STREET
NEW YORK,NY10165 		NONE PC RELIGIOUS/CHARITABLE 6,000

GATEWAYS

11 WALLENBERG CIRCLE
MONSEY,NY10952 		NONE PC RELIGIOUS/CHARITABLE 1,000

GEMILOS CHASODIM CHASDEI MOSHE

5314 16TH AVE
BROOKLYN,NY11204 		NONE PC RELIGIOUS/CHARITABLE 500

GOFNDME STAND AGAINST

930 BROADWAY
WOODMERE,NY11598 		NONE PC RELIGIOUS/CHARITABLE 351

KEREN CHAIM

2166 81ST STREET
BROOKLYN,NY11214 		NONE PC RELIGIOUS/CHARITABLE 3,100

KEREN CHASANIM

16 OLENA DRIVE
JACKSON,NJ08527 		NONE PC RELIGIOUS/CHARITABLE 350

KEREN EVEN HABOCHEN LAKEWOOD

PO BOX 47
LAKEWOOD,NJ08701 		NONE PC RELIGIOUS/CHARITABLE 54

KEREN HATZEDAKA LAKEWOOD NJ

103 BELLEVUE AVE
LAKEWOOD,NJ08701 		NONE PC RELIGIOUS/CHARITABLE 1,042

KEREN OLAM HATORAH

PO BOX 130
BRICK,NJ08723 		NONE PC RELIGIOUS/CHARITABLE 355

KEREN SIMCHAS CHAIM

903 PARK TERRACE
LAKEWOOD,NJ08701 		NONE PC RELIGIOUS/CHARITABLE 500

KEREN ZICHRON ARYEH LEIB

1430 E 17TH STREET
BROOKLYN,NY11230 		NONE PC RELIGIOUS/CHARITABLE 100

KHAL DAAS KEDOSHIM

400 8TH STREET
LAKEWOOD,NJ08701 		NONE PC RELIGIOUS/CHARITABLE 11

KHAL TANGLEWOOD

18 CONCORD CIRCLE
HOWELL,NJ07731 		NONE PC RELIGIOUS/CHARITABLE 100

KOLLEL CHATZOS

46 MAIN STREET
MONSEY,NY10952 		NONE PC RELIGIOUS/CHARITABLE 4,770

KOLLEL ERECH SHAI

19 YEHUDA WAY
LAKEWOOD,NJ08701 		NONE PC RELIGIOUS/CHARITABLE 180

KOLLEL INTERNATIONAL

26 EAST 9TH STREET
LAKEWOOD,NJ08701 		NONE PC RELIGIOUS/CHARITABLE 2,800

KOLLEL JEWISH LEARNING

5808 BEACON STREET
PITTSBURGH,PA15217 		NONE PC RELIGIOUS/CHARITABLE 103

KOLLEL KINYAN TORAH

31 ILLINOIS AVENUE
JACKSON,NJ08527 		NONE PC RELIGIOUS/CHARITABLE 4,429

KOLLEL OHEL LIFSHA

240 MILLER ROAD
LAKEWOOD,NJ08701 		NONE PC RELIGIOUS/CHARITABLE 10,000

KUPAS YOM TOV

216 PRIVATE WAY
LAKEWOOD,NJ08701 		NONE PC RELIGIOUS/CHARITABLE 100

KUPAT HAIR

4415 14TH AVENUE
BROOKLYN,NY11219 		NONE PC RELIGIOUS/CHARITABLE 100

MAIMONIDES WAY INC

5316 NEW UTRECHT AVE
BROOKLYN,NY11219 		NONE PC RELIGIOUS/CHARITABLE 1,800

MEIR PANIM LACHAYAL INSTITUTE

682 MONTGOMERY STREET
BROOKLYN,NY11213 		NONE PC RELIGIOUS/CHARITABLE 50

MEOROS ROCHEL LEAH

800 ROCKAWAY AVENUE
LAKEWOOD,NJ08701 		NONE PC RELIGIOUS/CHARITABLE 50

MESIVTA YESHIVA CHAIM BERLIN

1605 CONEY ISLAND AVEUE
BROOKLYN,NY11230 		NONE PC RELIGIOUS/CHARITABLE 10,000

MOADIM UZMANIM INC

50 LAPSLEY LN
LAKEWOOD,NJ08701 		NONE PC RELIGIOUS/CHARITABLE 4,300

MOSDOS BOTOSHAN

1148 49TH STREET
BROOKLYN,NY11219 		NONE PC RELIGIOUS/CHARITABLE 180

NOSAI B'OAL FUND

621 MAPLE AVENUE
LAKEWOOD,NJ08701 		NONE PC RELIGIOUS/CHARITABLE 1,000

OHEL PESL

514 MONMOUTH AVENUE
LAKEWOOD,NJ08701 		NONE PC RELIGIOUS/CHARITABLE 800

OHR CHAIM

18 FORSHAY RD
MONSEY,NY10952 		NONE PC RELIGIOUS/CHARITABLE 150

OZER DALIM

6 SHOSHANA DRIVE
LAKEWOOD,NJ08701 		NONE PC RELIGIOUS/CHARITABLE 160

OZER YISROEL

325 7TH STREET APR 213
LAKEWOOD,NJ08701 		NONE PC RELIGIOUS/CHARITABLE 10

PARTNERS INTORAH

288 AYCRIGG AVE
PASSAIC,NJ07055 		NONE PC RELIGIOUS/CHARITABLE 180

PIDYON SHEVUYIM LAKEWOOD

307 DEWEY AVENUE
LAKEWOOD,NJ08701 		NONE PC RELIGIOUS/CHARITABLE 75

RACHEM NA

129 SIXTH STREET
LAKEWOOD,NJ08701 		NONE PC RELIGIOUS/CHARITABLE 50

REFUAH VESIMCHA INC

5308 13TH AVENUE
BROOKLYN,NY11219 		NONE PC RELIGIOUS/CHARITABLE 1,000

REFUAH YESHUAH

5229 NEW UTRECHT AVE
BROOKLYN,NY11219 		NONE PC RELIGIOUS/CHARITABLE 54

SAR SHOLOM

4107 16TH AVENUE
BROOKLYN,NY11204 		NONE PC RELIGIOUS/CHARITABLE 1,000

SEWARD PARK JEWISH PRECHOOL

5142 S HOLLY STREET
SEATTLE,WA98118 		NONE PC RELIGIOUS/CHARITABLE 10,000

SHEMIRAS SEDORIM

739 FOREST AVE
LAKEWOOD,NJ08701 		NONE PC RELIGIOUS/CHARITABLE 300

SHOR YOSHUV

1 CEDARLAWN AVENUE
LAWRENCE,NY11559 		NONE PC RELIGIOUS/CHARITABLE 5,300

SHULAMITH SCHOOL FOR G

305 CEDARHURST AVE
CEDARHURST,NY11516 		NONE PC RELIGIOUS/CHARITABLE 7,719

SHUVU

5218 16TH AVENUE
BROOKLYN,NY11204 		NONE PC RELIGIOUS/CHARITABLE 8,000

SONS OF ISRAEL

590 MADISON AVENUE
LAKEWOOD,NJ08701 		NONE PC RELIGIOUS/CHARITABLE 250

THE HEBRON FUND

1760 OCEAN AVE
BROOKLYN,NY11230 		NONE PC RELIGIOUS/CHARITABLE 280

THEGREENVISIONORG

2 PAUMANOK ROAD
BRIDGEHAMPTON,NY11963 		NONE PC RELIGIOUS/CHARITABLE 3,500

TIFERES YISROEL

1100 CROSS STREET
LAKEWOOD,NJ08701 		NONE PC RELIGIOUS/CHARITABLE 180

TOIREM CHARITY

5314 16TH AVENUE 298
BROOKLYN,NY11204 		NONE PC RELIGIOUS/CHARITABLE 139

TOMCHEI TZEDAKAH

PO BOX 1003
LAKEWOOD,NJ08701 		NONE PC RELIGIOUS/CHARITABLE 260

TORAH UMESORAH

620 FOSTER AVENUE
BROOKLYN,NY11230 		NONE PC RELIGIOUS/CHARITABLE 8,000

TORAS EMES ACADEMY OF MIAMI

1025 NE MIAMI GARDENS DRIVE
NORTH MIAMI BEACH,FL33179 		NONE PC RELIGIOUS/CHARITABLE 10,000

TOSFOT YOM TOV

1682 42ND STREET
BROOKLYN,NY11204 		NONE PC RELIGIOUS/CHARITABLE 2,500

TOV L'KOL

5308 13TH AVE
BROOKLYN,NY11219 		NONE PC RELIGIOUS/CHARITABLE 200

TUNNEL2TOWERS FOUNDATION

2361 HYLAN BLVD
STATEN ISLAND,NY10306 		NONE PC RELIGIOUS/CHARITABLE 132

TZUR FOUNDATION

418 CLIFTON AVENUE
LAKEWOOD,NJ08701 		NONE PC RELIGIOUS/CHARITABLE 600

V'YAZREIM

12 WIDMAN CT UNIT 202
SPRING VALLEY,NY10977 		NONE PC RELIGIOUS/CHARITABLE 500

YAD ASSAF USA

5316 NEW UTRECHT AVE
BROOKLYN,NY11219 		NONE PC RELIGIOUS/CHARITABLE 1,800

YAD CHAYA

123 GROVE AVENUE SUITE 212
CEDARHURST,NY11516 		NONE PC RELIGIOUS/CHARITABLE 10,000

YAZREINEE

1274 49TH STREET 670
BROOKLYN,NY11219 		NONE PC RELIGIOUS/CHARITABLE 200

YESHIVA CH'SAN SOFER

1876 50TH STREET
BROOKLYN,NY11204 		NONE PC RELIGIOUS/CHARITABLE 200

YESHIVA GEDOLAH FIVE TOWNS

218 MOHSER AVENUE
WOODMERE,NY11598 		NONE PC RELIGIOUS/CHARITABLE 300

YESHIVA GEDOLAH SHAAREI SHMUEL

511 OCEAN AVENUE
LAKEWOOD,NJ08701 		NONE PC RELIGIOUS/CHARITABLE 500

YESHIVA MEOR DOVID

1120 COLUMBIA AVE
LANCASTER,PA17603 		NONE PC RELIGIOUS/CHARITABLE 50

YESHIVA NESIV HATORAH

2040 WHITESVILLE ROAD
TOMS RIVER,NJ08755 		NONE PC RELIGIOUS/CHARITABLE 100

YESHIVA NISHMAS HATORAH

PO BOX 13
LAKEWOOD,NJ08701 		NONE PC RELIGIOUS/CHARITABLE 4,200

YESHIVA OF SOUTH SHORE

1170 WILLIAM STREET
HEWLETT,NY11557 		NONE PC RELIGIOUS/CHARITABLE 2,413

YISMACH LEV

183 WILLIAMS STREET 213
BROOKLYN,NY11211 		NONE PC RELIGIOUS/CHARITABLE 50

YOS LAKEWOOD SE

750 VASSAR AVENUE
LAKEWOOD,NJ08701 		NONE PC RELIGIOUS/CHARITABLE 100

YOSEF SASOON

930 BROADWAY
WOODMERE,NY11598 		NONE PC RELIGIOUS/CHARITABLE 25

YOUNG ISRAEL OF LAWRENCE CEDARHURST

8 SPRUCE STREET
CEDARHURST,NY11516 		NONE PC RELIGIOUS/CHARITABLE 6,260

ZICHRON ARON SOFER

119 5TH STREET
LAKEWOOD,NJ08701 		NONE PC RELIGIOUS/CHARITABLE 13,000

ZICHRON MATTEL

1906 NEW CENTRAL AVE
LAKEWOOD,NJ08701 		NONE PC RELIGIOUS/CHARITABLE 120

ZICHRON MENACHEM

10 MAPLE TERRACE
MONSEY,NY10952 		NONE PC RELIGIOUS/CHARITABLE 500

ZIVA ELLEN

1303 53RD STREET APT 243
BROOKLYN,NY11219 		NONE PC RELIGIOUS/CHARITABLE 150
Total .................................right arrow 3a 217,905
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 141,939  
4 Dividends and interest from securities ....     14 24,290  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		         
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aMARKET DISCOUNT ON BONDS 		    14 96,820  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 263,049 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
263,049
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
THE YALE FISHMAN FAMILY FOUNDATION
 
Employer identification number

11-3579520
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
THE YALE FISHMAN FAMILY FOUNDATION
  		Employer identification number
11-3579520
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
YALE FISHMAN CHARITABLE LEAD TRUST
 
930 BROADWAY
 
WOODMERE, NY11598

$ 72,296


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
THE YALE FISHMAN FAMILY FOUNDATION
  		Employer identification number

11-3579520
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
THE YALE FISHMAN FAMILY FOUNDATION
  		Employer identification number

11-3579520
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 InvestmentsCorpStockSchedule
Name:
THE YALE FISHMAN FAMILY FOUNDATION
EIN:
11-3579520
Name of Stock End of Year Book Value End of Year Fair Market Value
REZILION 249,996 249,996

TY 2024 InvestmentsOtherSchedule2
Name:
THE YALE FISHMAN FAMILY FOUNDATION
EIN:
11-3579520
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
STATE OF ISRAEL BONDS AT COST 200,000 200,000
AMG INVESTMENT HOLDINGS IV LLC AT COST 1,500,000 1,500,000

TY 2024 OtherAssetsSchedule
Name:
THE YALE FISHMAN FAMILY FOUNDATION
EIN:
11-3579520
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
LOAN RECEIVABLE 35,484 26,109  
LOAN RECEIVABLE - ADI FUTERMAN 5,000 5,000  


TY 2024 OtherExpensesSchedule
Name:
THE YALE FISHMAN FAMILY FOUNDATION
EIN:
11-3579520
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK CHARGES 474 0   474
OTHER DEDUCTIONS 5,891 0   5,891
PUBLISHING EXPENSE 12,472 0   12,472
ADVERTISING 4,895 0   4,895


TY 2024 OtherIncomeSchedule2
Name:
THE YALE FISHMAN FAMILY FOUNDATION
EIN:
11-3579520
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
MARKET DISCOUNT ON BONDS 96,820 96,820 96,820


TY 2024 OtherLiabilitiesSchedule
Name:
THE YALE FISHMAN FAMILY FOUNDATION
EIN:
11-3579520
Description Beginning of Year - Book Value End of Year - Book Value
CREDIT CARD PAYABLE 1,743 2,739