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
LUCILE AND MAURICE POLLAK FUND
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 357
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MANAHAWKIN, NJ08050
A Employer identification number

22-6051671
B Telephone number (see instructions)

(609) 978-8718
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$4,691,826J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 98,927 96,915  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 81,884
b Gross sales price for all assets on line 6a 1,109,718
7 Capital gain net income (from Part IV, line 2)... 81,884
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).......      
12 Total. Add lines 1 through 11........ 180,811 178,799  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 70,852 18,473   52,379
15 Pension plans, employee benefits....... 3,519 2,815   704
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,195 0   4,195
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
27,031 27,031   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
21,618 1,839   4,379
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
11,654 4,460   7,194
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 138,869 54,618   68,851
25 Contributions, gifts, grants paid....... 174,000 174,000
26 Total expenses and disbursements. Add lines 24 and 25 312,869 54,618   242,851
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -132,058
b Net investment income (if negative, enter -0-) 124,181
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............. 10,837 15,297 15,297
2 Savings and temporary cash investments......... 154,377 86,506 86,506
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) 197,082 Click to see attachment
List of Attached Documents:
// Content
345,340 		340,942
b Investments—corporate stock (attach schedule)....... 960,343 Click to see attachment
List of Attached Documents:
// Content
1,056,336 		2,361,638
c Investments—corporate bonds (attach schedule)....... 666,525 Click to see attachment
List of Attached Documents:
// Content
553,264 		528,589
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).......... 1,125,791 Click to see attachment
List of Attached Documents:
// Content
925,663 		1,356,085
14 Land, buildings, and equipment: basis right arrow3,556
Less: accumulated depreciation (attach schedule) right arrow3,556      
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
2,278 		Click to see attachment
List of Attached Documents:
// Content
2,769 		Click to see attachment
List of Attached Documents:
// Content
2,769
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,117,233 2,985,175 4,691,826
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)    
23 Total liabilities (add lines 17 through 22)......... 0 0
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...........    
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........ 5,943,437 5,943,437
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds -2,826,204 -2,958,262
29 Total net assets or fund balances (see instructions)..... 3,117,233 2,985,175
30 Total liabilities and net assets/fund balances (see instructions). 3,117,233 2,985,175
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
3,117,233
2
Enter amount from Part I, line 27a .....................
2
-132,058
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,985,175
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
2,985,175
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.)
1 a PUBLICLY TRADED SECURITIES P    
b PUBLICLY TRADED SECURITIES P    
c CAPITAL GAINS DIVIDENDS P    
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 473,058   469,528 3,530
b 623,789   558,306 65,483
c 12,871     12,871
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       3,530
b       65,483
c       12,871
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 81,884
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 1,726
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 1,726
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 1,726
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 9,577
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 9,577
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 7,851
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow7,851 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 arrow
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 arrowASH PARSONT LLP Telephone no.right arrow (212) 953-1250

Located atright arrow122 EAST 42ND STREET SUITE 1507NEW YORKNY ZIP+4right arrow10168
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
WILLIAM POLLAK MANAGER
0.25 		0 0 0
860 UNITED NATIONS PLAZA
NEW YORK,NY10017
JAMES STERN PRESIDENT
1.00 		0 0 0
5-4 OAK RIDGE DRIVE
MAYNARD,MD01754
PETER STERN MANAGER
0.25 		0 0 0
28233 JEWEL FISH LANE
BONITA SPRINGS,FL34135
JOHN DEB POLLAK MANAGER
0.25 		0 0 0
3234 SEVENTH STREET
BOULDER,CO80304
JEAN DEB POLLAK EMERITUS
0.25 		0 0 0
9 SAXON WOODS ROAD 220
WHITE PLAINS,NY10605
ROBERT STERN MANAGER
0.25 		0 0 0
124 LAKE SHORE DRIVE
NEW HARTFORD,CT06057
THOMAS POLLAK V-PRESIDENT
1.00 		0 0 0
1845 SPRING VALLEY ROAD
OSSINING,NY10562
STEVEN WALLACH TREASURER
1.00 		0 0 0
13 SEQUOIA PARKWAY
OCEAN,NJ07712
BRIAN POLLAK MANAGER
0.25 		0 0 0
30 MILLSTREAM ROAD
UPPER SADDLE RIVER,NJ07458
STEVEN POLLAK SECRETARY
1.00 		0 0 0
2056 QUAKER RIDGE ROAD
CROTON ON HUDSON,NY10520
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
4,572,725
b
Average of monthly cash balances.......................
1b
118,860
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
4,691,585
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
4,691,585
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
70,374
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,621,211
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
231,061
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
231,061
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,726
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,726
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
229,335
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
229,335
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
229,335
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
242,851
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
242,851
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 7 229,335
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...... 41,083
b From 2020...... 4,850
c From 2021...... 16,512
d From 2022...... 14,832
e From 2023...... 14,303
f Total of lines 3a through e ........ 91,580
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 242,851
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..... 229,335
e Remaining amount distributed out of corpus 13,516
5 Excess distributions carryover applied to 2024. 0 0
(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 5 105,096
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) ... 		41,083
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		64,013
10 Analysis of line 9:
a Excess from 2020.... 4,850
b Excess from 2021.... 16,512
c Excess from 2022.... 14,832
d Excess from 2023.... 14,303
e Excess from 2024.... 13,516
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).)
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 e-mail address of the person to whom applications should be addressed:
LUCILE AND MAURICE POLLAK FUND
PO BOX 357
MANAHAWKIN,NJ08050
(609) 978-8718
bThe form in which applications should be submitted and information and materials they should include:
UPON WRITTEN REQUEST AN APPLICATION WILL BE SENT SPECIFYING THE FORM AND INFORMATION THAT SHOULD BE SUBMITTED. PLEASE SEND YOUR APPLICATION REQUEST TO THE ATTENTION OF HENRY POLLAK II, PRESIDENT OR LOIS P. BRODER, VICE-PRESIDENT.
cAny submission deadlines:
NONE, BUT MEETINGS ARE GENERALLY HELD IN MAY AND NOVEMBER EACH YEAR
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANTS IN THE FIELDS OF HEALTH AND EDUCATION FAVORED. JEWISH CHARITIES AND SPECIAL SOCIAL SERVICES ARE EMPHASIZED AND FOCUSED IN MONMOUTH COUNTY, NJ AND WESTCHESTER, NY
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

180 TURNING LIVES AROUND

1 BETHANY ROAD BLDG 3 SUITE 42
HAZLET,NJ07730 		NONE PC FOR OPERATIONS 500

ALICE'S KIDS

POST OFFICE BOX 60
MT VERNON,VA22121 		NONE PC FOR OPERATIONS 850

ALZHEIMER'S ASSOCIATION INC

225 NO MICHIGAN AVE 17TH FL
CHICAGO,IL60601 		NONE PC FOR OPERATIONS 500

AMERICARES

88 HAMILTON AVENUE
STAMFORD,CT06902 		NONE PC FOR OPERATIONS 1,000

ANGELA HOSPICE HOME CARE

14100 NEWBURGH ROAD
LIVONIA,MI48154 		NONE PC FOR OPERATIONS 2,700

ANTI-DEFAMATION LEAGUE

605 THIRD AVENUE
NEW YORK,NY10158 		NONE PC FOR OPERATIONS 3,000

AUTISM MVP FOUNDATION

POST OFFICE BOX 365
LITTLE SILVER,NJ07739 		NONE PC FOR OPERATIONS 500

BANTAM LAKE PROTECTIVE ASSOC

PO BOX 37
MORRIS,CT06763 		NONE PC FOR OPERATIONS 1,000

BETHANY HOUSE OF NO VIRGINIA

6862 ELM STREET 200
MCLEAN,VA22101 		NONE PC FOR OPERATIONS 850

BLOOMFIELD HILLS HIGH SCHOOL

4200 ANDOVER ROAD
BLOOMFIELD HILLS,MI48302 		NONE PC FOR OPERATIONS 1,500

BOOMER ESIASON FOUNDATION

POB 28819
NEW YORK,NY100878819 		NONE PC FOR OPERATIONS 500

BREAKTHROUGH T1D (FORMERLY JDRF)

POST OFFICE BOX 5042
HAGERSTOWN,MD217415042 		NONE PC FOR OPERATIONS 250

BRIDGE HOUSE

5345 ARAPAHOE AVE SUITE 5
BOULDER,CO80303 		NONE PC FOR OPERATIONS 3,000

BROOKDALE COMMUNITY COLLEGE CENTER FOR HOLOCAUST HR & GE

765 NEWMAN SPRINGS ROAD
LINCROFT,NJ07738 		NONE PC FOR OPERATIONS 500

CABRILLO EDUCATION FOUNDATION

POB 354
HALF MOON BAY,CA94019 		NONE PC FOR OPERATIONS 700

CAMP SUNSHINE

35 ACADIA ROAD
CASCO,ME04015 		NONE PC FOR OPERATIONS 500

CAPITAL CITY RESCUE MISSION

259 SOUTH PEARL STREET
ALBANY,NY12202 		NONE PC FOR OPERATIONS 1,000

CAPITAL REG YOUTH TENNIS FOUND

785 WASHINGTON AVENUE
ALBANY,NY12206 		NONE PC FOR OPERATIONS 500

CENTER FOR WILDLIFE INC

POB 620
CAPE NEDDICK,ME03902 		NONE PC FOR OPERATIONS 500

CENTERS FOR ARTS BONITA SPRINGS

26100 OLD 41 ROAD
BONITA SPRINGS,FL34135 		NONE PC FOR OPERATIONS 7,000

CESAR E CHAVEZ SCHOOL

20 CEDAR PLACE
YONKERS,NY10705 		NONE PC FOR OPERATIONS 2,000

CHILDREN'S HOSPITAL OF PHILADELPHIA

PO BOX 781352
PHILADELPHIA,PA191781352 		NONE PC FOR OPERATIONS 500

CLEAN OCEAN ACTION

49 AVENEL BOULEVARD
LONG BRANCH,NJ07740 		NONE PC FOR OPERATIONS 500

COALITION FOR THE HOMELESS

129 FULTON STREET
NEW YORK,NY10038 		NONE PC FOR OPERATIONS 1,500

COASTSIDE LAND TRUST

788 MAIN STREET
HALF MOON BAY,CA94019 		NONE PC FOR OPERATIONS 600

COLLIER YOUTH SERVICES FOUNDATION

160 COVOVER ROAD
WICKATUNK,NJ07765 		NONE PC FOR OPERATIONS 1,000

CONFIKIDS INC

POST OFFICE BOX 71
FOXBORO,MA02035 		NONE PC FOR OPERATIONS 500

CONGREGATION KOL AMI

252 SOUNDVIEW AVENUE
WHITE PLAINS,NY10606 		NONE PC FOR OPERATIONS 500

CONNECTICUT FOOD BANK

2 RESEARCH PARKWAY
WALLINGFORD,CT06492 		NONE PC FOR OPERATIONS 500

CONNECTICUT PUBLIC BROADCASTING

1049 ASYLUM AVENUE
HARTFORD,CT06105 		NONE PC FOR OPERATIONS 1,000

CORNELL UNIVERSITY

130 E SENECA STREET 400
ITHACA,NY14850 		NONE PC FOR OPERATIONS 2,500

CROTON CARING

POB 221
CROTON ON HUDSON,NY10520 		NONE PC FOR OPERATIONS 500

CROTON HARMON BOOSTER CLUB

36 OLD POST RD SO
CROTON ON HUDSON,NY10520 		NONE PC FOR OPERATIONS 400

CROTON HARMON UF SCHOOL DIST

10 GERSTEIN STREET
CROTON ON HUDSON,NY10520 		NONE PC FOR OPERATIONS 500

DEVEREUX ADVANCED BEHAVIORAL HEALTH

1515 BURNT MILL ROAD
CHERRY HILL,NJ08003 		NONE PC FOR OPERATIONS 1,000

DIRECT RELIEF

6100 WALLACE BECKNELL RD
SANTA BARBARA,CA93117 		NONE PC FOR OPERATIONS 1,000

DIVIDED SKY FOUNDATION

262 FOX LANE
LUDLOW,VT05149 		NONE PC FOR OPERATIONS 1,000

DOCTORS WO BORDERS

40 RECTOR STREET 16TH FLOOR
NEW YORK,NY10006 		NONE PC FOR OPERATIONS 4,500

DOE FUND

345 E 102ND STREET 305
NEW YORK,NY10029 		NONE PC FOR OPERATIONS 1,500

EARTHJUSTICE

POB 96346
WASHINGTON,DC200777953 		NONE PC FOR OPERATIONS 1,900

EDESIA INC

550 ROMANO VINEYARD WAY
NO KINGSTON,RI02852 		NONE PC FOR OPERATIONS 1,000

ERIC CARLE MUSEUM

125 WEST BAY ROAD
AMHERST,MA01002 		NONE PC FOR OPERATIONS 500

ESPERANZA-HOPE FOR THE CHILDREN

19 WEST VIEW LANE
STOW,MA017751263 		NONE PC FOR OPERATIONS 1,500

EVERYTOWN FOR GUN SAFETY

PO BOX 3886
NEW YORK,NY10163 		NONE PC FOR OPERATIONS 1,500

FEEDING AMERICA

PO BOX 96749
WASHINGTON,DC200906749 		NONE PC FOR OPERATIONS 1,500

FEEDING WESTCHESTER

200 CLEARBROOK ROAD
ELMSFORD,NY10523 		NONE PC FOR OPERATIONS 2,500

FIRST PARISH IN CONCORD

20 LEXINGTON ROAD
CONCORD,MA01742 		NONE PC FOR OPERATIONS 500

FRIENDS OF BOSTON'S HOMELESS

12 WISE STREET
BOSTON,MA02130 		NONE PC FOR OPERATIONS 2,000

FRIENDS OF THE JOHNSON NATURE CENTER

3325 FRANKLIN ROAD
BLOOMFIELD HILLS,MI48302 		NONE PC FOR OPERATIONS 500

FULFILL FORMERLY FOOD BANK OF MONOCEAN CTY

3300 ROUTE 66
NEPTUNE,NJ07753 		NONE PC FOR OPERATIONS 1,750

HABITAT FOR HUMANITY INTERNATIONAL

322 W LAMAR STREET
AMERICUS,GA31709 		NONE PC FOR OPERATIONS 500

HABITAT FOR HUMANITY MONMOUTH CTY

45 SOUTH ST
FREEHOLD,NJ07728 		NONE PC FOR OPERATIONS 1,000

HARRY CHAPIN FOOD BANK

3760 FOWLER STREET
FT MYERS,FL33901 		NONE PC FOR OPERATIONS 2,250

HEIFER INTERNATIONAL

ONE WORLD AVENUE
LITTLE ROCK,AR72202 		NONE PC FOR OPERATIONS 1,000

HIAS

POB 97077
WASHINGTON,DC200907077 		NONE PC FOR OPERATIONS 1,000

HIMALAYAN CATARACT PROJECT

POST OFFICE BOX 863
NORWICH,VT05055 		NONE PC FOR OPERATIONS 1,000

HOPE HOSPICE

9470 HEALTH PARK CIRCLE
FORT MYERS,FL33908 		NONE PC FOR OPERATIONS 2,250

HORIZONS FOR HOMELESS CHILDREN

1785 COLUMBUS AVENUE
ROXBURY,MA02119 		NONE PC FOR OPERATIONS 500

HUMANE SOCIETY OF NAPLES

370 AIRPORT PULLING ROAD N
NAPLES,FL34104 		NONE PC FOR OPERATIONS 2,250

INTERNATIONAL RESCUE COMM

PO BOX 6068
ALBERT LEA,MN560079847 		NONE PC FOR OPERATIONS 1,000

INTL PLANNED PARENTHOOD FEDERATION

125 MAIDEN LANE
NEW YORK,NY10038 		NONE PC FOR OPERATIONS 2,000

JBJ SOUL KITCHEN

207 MONMOUTH STREET
RED BANK,NJ07701 		NONE PC FOR OPERATIONS 500

JEFFERSON HEALTH

111 SOUTH 11TH STREET 6210
PHILADELPHIA,PA19107 		NONE PC FOR OPERATIONS 500

LEAGUE OF WOMEN VOTERS OF NY

1 STEUBEN PLACE
ALBANY,NY12207 		NONE PC FOR OPERATIONS 1,000

LUCKY DOG ANIMAL RESCUE

5159 LANGSTON BOULEVARD
ARLINGTON,VA22207 		NONE PC FOR OPERATIONS 800

LUNCH BREAK

121 DRS JAMES PARKER BOULEVARD
RED BANK,NJ07701 		NONE PC FOR OPERATIONS 1,000

MASS GENERAL HOSPITAL

125 NASHUA STREET 540
BOSTON,MA021141101 		NONE PC FOR OPERATIONS 4,750

MERCY CORPS

PO BOX 37800
BOONE,IA500374800 		NONE PC FOR OPERATIONS 1,000

MONMOUTH COUNTY SPCA

260 WALL STREET
EATONTOWN,NJ07724 		NONE PC FOR OPERATIONS 500

MONMOUTH MEDICAL CTR FOUND

300 SECOND AVENUE
LONG BRANCH,NJ07740 		NONE PC FOR OPERATIONS 5,000

MONMOUTH UNIVERSITY

400 CEDAR AVENUE
WEST LONG BRANCH,NJ07764 		NONE PC FOR OPERATIONS 8,000

MONTEFIORE MT VERNON HOSPITAL

12 NORTH SEVENTH AVENUE
MT VERNON,NY10550 		NONE PC FOR OPERATIONS 500

MORGAN'S MESSAGE INC

5816 WELLINGTON ROAD
GAINESVILLE,VA20155 		NONE PC FOR OPERATIONS 1,500

MUSEUM OF JEWISH HERITAGE

36 BATTERY PLACE
NEW YORK,NY10280 		NONE PC FOR OPERATIONS 250

NAMI WESTCHESTER INC

100 CLEARBROOK ROAD
ELMSFORD,NY10523 		NONE PC FOR OPERATIONS 2,000

NAT RESOURCES DEFENSE COUNCIL

40 W 20TH STREET 11TH FL
NEW YORK,NY10011 		NONE PC FOR OPERATIONS 1,500

NATIONAL MS SOCIETY

PO BOX 289
CANTON,MA02021 		NONE PC FOR OPERATIONS 4,500

NATIONAL NETWORK OF ABORTION FUNDS

9450 SW GEMINI DR PMB 16009
BEAVERTON,OR970087105 		NONE PC FOR OPERATIONS 1,000

NEW ISRAEL FUND

1320 19TH ST NW 400
WASHINGTON,DC20036 		NONE PC FOR OPERATIONS 1,000

NEW YORK PUBLIC RADIO

160 VARICK STREET
NEW YORK,NY10013 		NONE PC FOR OPERATIONS 500

NEXTMARK FOUNDATION

1000 CELLAR AVENUE
SCOTCH PLAINS,NJ07076 		NONE PC FOR OPERATIONS 5,000

NORTH KINGSTON FOOD PANTRY

445 SCHOOL STREET
NORTH KINGSTON,RI02852 		NONE PC FOR OPERATIONS 1,000

NORTHWEST CONNECTICUT YMCA

480 MAIN ST
WINSTED,CT06098 		NONE PC FOR OPERATIONS 1,000

NORTHWEST CT COMMUNITY FOUNDATION

33 EAST MAIN STREET
TORRINGTON,CT06790 		NONE PC FOR OPERATIONS 1,000

OCEAN SPARTANS FOOTBALL BOOSTER CLUB

8 FAITH DRIVE
OCEAN,NJ07712 		NONE PC FOR OPERATIONS 1,000

OPEN DOOR FAMILY MEDICAL CENTER

165 MAIN STREET
OSSINING,NY10562 		NONE PC FOR OPERATIONS 500

PACE UNIVERSITY - DYSON COLLEGE OF ARTS & SCIENCES

PO BOX 419268
BOSTON,MA022419268 		NONE PC FOR OPERATIONS 3,000

PARKER FAMILY HEALTH CLINIC

211 SHREWSBURY AVENUE
RED BANK,NJ07701 		NONE PC FOR OPERATIONS 1,000

PENINSULA OPEN SPACE TRUST

222 HIGH STREET
PALO ALTO,CA94301 		NONE PC FOR OPERATIONS 700

PLANNED PARENT FED OF AMERICA

123 WILLIAM STREET 10TH FL
NEW YORK,NY10038 		NONE PC FOR OPERATIONS 4,900

PLANNED PARENTHOOD HUDPECNC

570 TAXTER ROAD 250
ELMSFORD,NY10523 		NONE PC FOR OPERATIONS 1,500

PLANNED PARENTHOOD OF NO CEN & SO NJ

196 SPEEDWELL AVE
MORRISTOWN,NJ07960 		NONE PC FOR OPERATIONS 1,000

ROOSEVELT HIGH SCHOOL PTSA

631 TUCKAHOE ROAD
YONKERS,NY10710 		NONE PC FOR OPERATIONS 3,000

ROSIE'S PLACE

889 HARRISON AVENUE
BOSTON,MA02118 		NONE PC FOR OPERATIONS 500

SANDY PAWS RESCUE INC

PO BOX 1772
VINEYARD HAVEN,MA02568 		NONE PC FOR OPERATIONS 500

SECOND HARVEST FOOD BANK

4001 NO FIRST STREET
SAN JOSE,CA95134 		NONE PC FOR OPERATIONS 700

SEEDS OF PEACE

370 LEXINGTON AVENUE SUITE 1201
NEW YORK,NY10017 		NONE PC FOR OPERATIONS 1,000

SHORE HOUSE

279 BROADWAY SUITE 400
LONG BRANCH,NJ07740 		NONE PC FOR OPERATIONS 1,000

SOLDIER ON FOUNDATION

290 MERRILL ROAD
PITTSFIELD,MA01201 		NONE PC FOR OPERATIONS 1,000

SOUTHERN POVERTY LAW CENTER

400 WASHINGTON AVENUE
MONTGOMERY,AL36104 		NONE PC FOR OPERATIONS 1,000

ST JUDE CHILDREN'S RESEARCH HOSPITAL

501 ST JUDE PLACE
MEMPHIS,TN38105 		NONE PC FOR OPERATIONS 500

STANFORD UNIVERSITY

326 GALVEZ STREET
STANFORD,CA94305 		NONE PC FOR OPERATIONS 1,000

STEEP ROCK ASSOCIATION

PO BOX 279
WASHINGTON DEPOT,CT06794 		NONE PC FOR OPERATIONS 1,000

TEATOWN LAKE RESERVATION

1600 SPRING VALLEY ROAD
OSSINING,NY10562 		NONE PC FOR OPERATIONS 1,000

TEMPLE ISRAEL NORTHERN WESTR

31 GLENGARY ROAD
CROTON ON HUDSON,NY10520 		NONE PC FOR OPERATIONS 1,500

THE AMERICAN JEWISH COMMITTEE

165 EAST 56TH STREET
NEW YORK,NY10022 		NONE PC FOR OPERATIONS 1,000

THE ASHER HOUSE

PO BOX 2159
ESTACADA,OR97023 		NONE PC FOR OPERATIONS 500

THE BOWERY MISSION

227 BOWERY
NEW YORK,NY10002 		NONE PC FOR OPERATIONS 500

THE SEEING EYE INC

POB 375
MORRISTOWN,NJ07963 		NONE PC FOR OPERATIONS 500

THE SMILE TRAIN

633 THIRD AVE 9TH FL
NEW YORK,NY10017 		NONE PC FOR OPERATIONS 1,000

THE TRUSTEES OF RESERVATIONS

200 HIGH STREET 4TH FLOOR
BOSTON,MA02110 		NONE PC FOR OPERATIONS 3,000

TISCH MS RESEARCH CENTER OF NY

521 WEST 57TH STREET 4TH FLOOR
NEW YORK,NY10019 		NONE PC FOR OPERATIONS 3,000

TOMS RIVER FIELD OF DREAMS

1358 HOOPER AVENUE/BOX 252
TOMS RIVER,NJ08753 		NONE PC FOR OPERATIONS 500

TRANSGENDER LAW CENTER

PO BOX 741803
LOS ANGELES,CA900741803 		NONE PC FOR OPERATIONS 500

TUFTS UNIVERSITY

419 BOSTON AVENUE
MEDFORD,MA02155 		NONE PC FOR OPERATIONS 1,000

UJA FEDERATION OF NEW YORK

PO BOX 4227
NEW YORK,NY102614227 		NONE PC FOR OPERATIONS 1,000

UNIV OF MI ROGEL CANCER CTR

1500 EAST MEDICAL CTR DRIVE
ANN ARBOR,MI481090944 		NONE PC FOR OPERATIONS 1,500

UPPER HUDSON PLANNED PARENTHOOD

855 CENTRAL AVENUE
ALBANY,NY12206 		NONE PC FOR OPERATIONS 400

WANAMASSA FIRE CO

2001 SUNSET AVENUE
OCEAN,NJ07712 		NONE PC FOR OPERATIONS 500

WESTCHESTER PHILHARMONIC

170 HAMILTON AVENUE 350
WHITE PLAINS,NY10601 		NONE PC FOR OPERATIONS 500

WESTERN MASS RABBIT RESCUE INC

76A GOTHIC STREET
NORTHAMPTON,MA01060 		NONE PC FOR OPERATIONS 500

WESTR COMMTY COLLEGE FOUNDATION

HARTFORD HALL 75 GRASSLANDS ROAD
VALHALLA,NY10595 		NONE PC FOR OPERATIONS 3,000

WHITE MEMORIAL CONSERVATION CTR

80 WHITEHALL ROAD
LICHTFIELD,CT06759 		NONE PC FOR OPERATIONS 1,750

WILDLIFE CONSERVATION SOCIETY

2300 SOUTHERN BOULEVARD
BRONX,NY10460 		NONE PC FOR OPERATIONS 500

WNET 13

825 EIGHTH AVENUE
NEW YORK,NY100197435 		NONE PC FOR OPERATIONS 1,000

WORLD CENTRAL KITCHEN

POST OFFICE BOX 96538
WASHINGTON,DC200906538 		NONE PC FOR OPERATIONS 1,000

WOUNDED WARRIORS PROJECT

4899 BELFORT ROAD 300
JACKSONVILLE,FL32256 		NONE PC FOR OPERATIONS 1,000

YALE ALUMNI FUND

157 CHURCH STREET 8TH FL
NEW HAVEN,CT065102100 		NONE PC FOR OPERATIONS 500
Total .................................right arrow 3a 174,000
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 ........... 		         
4 Dividends and interest from securities ....     14 98,927  
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 ............ 		    18 81,884  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 180,811 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
180,811
(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.
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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-
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Firm's name Right Arrow
 Firm's EIN Right Arrow
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 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
LUCILE AND MAURICE POLLAK FUND
EIN:
22-6051671
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 4,195 0   4,195

TY 2024 InvestmentsCorpBondsSchedule
Name:
LUCILE AND MAURICE POLLAK FUND
EIN:
22-6051671
Name of Bond End of Year Book Value End of Year Fair Market Value
APPLE INC. DTD 09/11/2019 2.2% 09/11/2029 49,077 44,899
ORACLE CORPORATION DTD 11/09/2017 3.25% 11/15/2027 51,571 48,073
PEPSICO INC DTD 07/18/2022 3.9% 07/18/2032 50,557 46,732
SHERWIN-WILLIAMS CO DTD 07/31/2015 3.45% 08/01/2025 50,411 49,618
STANFORD UNIVERSITY DTD 03/28/2019 3.089% 05/01/2029 26,417 23,630
UNITEDHEALTH GROUP INC DTD 12/17/2018 3.875% 12/15/2028 25,498 24,176
WALMART INC DTD 09/22/2021 1.5% 09/22/2028 49,947 44,917
COMCAST CORP DTD 10/05/2018 3.950% 10/15/2025 49,147 49,740
GATX CORP DTD 03/01/2024 5.400% 03/15/2027 49,953 50,560
CIGNA GROUP DTD 02/13/2024 5.250% 02/15/2034 50,242 49,037
META PLATFORMS INC DTD 08/09/2024 4.750% 08/15/2034 50,444 48,671
PRES & FELLOWS OF HARVAR DTD 03/12/2024 4.609% 02/15/2035 50,000 48,536

TY 2024 InvestmentsCorpStockSchedule
Name:
LUCILE AND MAURICE POLLAK FUND
EIN:
22-6051671
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABS 34,848 42,529
ACCENTURE PLC CL A 5,645 63,674
ADOBE INC 47,333 48,915
ALPHABET INC CL A 6,969 64,173
AMAZON,COM INC 29,492 112,766
APPLE INC 2,015 137,481
AUTOZONE INC 9,567 80,050
BLACKROCK INC 26,949 60,481
BLACKSTONE INC 9,609 87,072
BORG WARNER AUTOMOTIVE INC 26,078 29,342
BUILDERS FIRSTSOURCE INC 17,785 58,030
CBRE GROUP INC 16,260 81,794
CDW CORP 42,770 54,649
CHUBB LTD 8,673 59,957
CONSTELLATION BRANDS INC 36,020 44,200
EOG RES INC 51,137 50,135
HOME DEPOT INC 29,608 83,633
JP MORGAN CHASE & CO 53,033 91,090
MASTERCARD INC CL A 2,957 96,889
MICROSOFT CORP 19,661 115,913
MORGAN STANLEY 28,777 84,987
THERMO FISHER SCIENTIFIC INC. 19,644 70,751
UNITEDHEALTH GROUP INC 15,739 78,408
TJX COS 54,649 73,332
MCDONALDS CORP 51,895 51,600
CROCS INC 50,191 53,670
WILLIAMS COS INC 55,664 85,293
CHEVRON CORP 28,563 27,230
GENERAC HOLDINGS INC 38,081 41,864
NVIDIA CORP 47,587 137,782
ANSYS INC 38,905 43,516
ALPHABET INC CL C 53,138 73,129
VIKING HOLDING LTD 15,056 16,963
NOVO NORDISK AS SPONS ADR 57,831 37,333
FISERV INC 24,207 23,007

TY 2024 InvestmentsGovtObligationsSch
Name:
LUCILE AND MAURICE POLLAK FUND
EIN:
22-6051671
US Government Securities - End of Year Book Value:

345,340
US Government Securities - End of Year Fair Market Value:

340,942
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2024 InvestmentsOtherSchedule2
Name:
LUCILE AND MAURICE POLLAK FUND
EIN:
22-6051671
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
AMERICAN TOWER CORP REIT AT COST 6,326 41,084
ARTISAN INTL VALUE FUND-INS AT COST 189,510 236,417
DFA US SUSTAINABILITY CORE 1 AT COST 275,000 691,593
DOUBLELINE TOTAL RETURN BOND FUND AT COST 45,336 44,414
INFINITY Q DIVERS ALPHA -INST AT COST 48,127 296
METROPOLITAN WEST TOTAL RETURN BOND FUND AT COST 47,207 39,928
PGIM JENNISON HEALTH SCI-Z AT COST 50,000 54,495
VOYA SECURITIZED CREDIT FUND AT COST 99,157 91,409
EATON VANCE INCOME FUND OF BOSTON AT COST 85,000 87,178
PZENA EMERG MKTS VALUE-INST AT COST 80,000 69,271

TY 2024 OtherAssetsSchedule
Name:
LUCILE AND MAURICE POLLAK FUND
EIN:
22-6051671
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
DUE FROM BROKER 2,278 2,769 2,769


TY 2024 OtherExpensesSchedule
Name:
LUCILE AND MAURICE POLLAK FUND
EIN:
22-6051671
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
WORKMEN'S COMP INS 349 91   258
BANK FEES 608 0   608
POSTAGE 390 0   390
UTILITIES 1,848 482   1,366
PAYROLL PROCESSING FEE 2,542 1,017   1,525
INSURANCE 5,552 2,862   2,690
DUES & SUBS 31 8   23
BOARD MEETINGS 334 0   334


TY 2024 OtherProfessionalFeesSchedule
Name:
LUCILE AND MAURICE POLLAK FUND
EIN:
22-6051671
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORS FEES 27,031 27,031   0


TY 2024 TaxesSchedule
Name:
LUCILE AND MAURICE POLLAK FUND
EIN:
22-6051671
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 5,924 1,545   4,379
FOREIGN TAXES 294 294   0
FEDERAL EXCISE TAX 15,400 0   0