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
STELLA & DOLPHI GOREN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)125 MAPLE AVE C
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHESTER, NJ07930
A Employer identification number

84-2470597
B Telephone number (see instructions)

(732) 764-9292
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$2,008,992J 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 274 274  
4 Dividends and interest from securities... 36,670 36,670  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 33,451
b Gross sales price for all assets on line 6a 825,897
7 Capital gain net income (from Part IV, line 2)... 33,451
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........ 70,395 70,395  
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)....... Click to see attachment
List of Attached Documents:
// Content
5,246 2,623   2,623
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,477 738   739
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
22,388 11,194   11,194
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 29,111 14,555   14,556
25 Contributions, gifts, grants paid....... 254,810 254,810
26 Total expenses and disbursements. Add lines 24 and 25 283,921 14,555   269,366
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -213,526
b Net investment income (if negative, enter -0-) 55,840
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............. 243,038 16,263 16,263
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)      
b Investments—corporate stock (attach schedule)....... 1,428,391 Click to see attachment
List of Attached Documents:
// Content
1,468,040 		1,982,729
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)..........      
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
1,400 		Click to see attachment
List of Attached Documents:
// Content
10,000 		Click to see attachment
List of Attached Documents:
// Content
10,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,672,829 1,494,303 2,008,992
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
0 		Click to see attachment
List of Attached Documents:
// Content
35,000
23 Total liabilities (add lines 17 through 22)......... 0 35,000
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 1,672,829 1,459,303
29 Total net assets or fund balances (see instructions)..... 1,672,829 1,459,303
30 Total liabilities and net assets/fund balances (see instructions). 1,672,829 1,494,303
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
1,672,829
2
Enter amount from Part I, line 27a .....................
2
-213,526
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,459,303
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
1,459,303
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 46 SHARES AERCAP HLDGS NV   2021-03-15 2024-08-14
b 13 SHARES AERCAP HLDGS NV   2021-05-17 2024-08-14
c 5 SHARES ALPHABET INC CL A   2019-12-05 2024-02-21
d 89 SHARES ALPHABET INC CL A   2019-12-05 2024-03-01
e 8 SHARES ALPHABET INC CL A   2022-06-30 2024-03-01
32 SHARES ALPHABET INC CL A   2022-06-30 2024-03-04
6 SHARES AMAZON COM INC   2021-01-25 2024-02-21
5 SHARES AMAZON COM INC   2021-01-25 2024-02-29
70 SHARES APTIV PLC   2023-02-28 2024-04-22
112 SHARES BAKER HUGHES COMPANY   2022-03-21 2024-01-25
139 SHARES BAKER HUGHES COMPANY   2022-06-02 2024-05-07
82 SHARES BAKER HUGHES COMPANY   2022-06-02 2024-01-25
212 SHARES BAKER HUGHES COMPANY   2022-09-12 2024-05-07
41 SHARES BALL CORP   2020-01-07 2024-06-26
8 SHARES BALL CORP   2020-01-07 2024-02-21
10 SHARES BALL CORP   2020-04-02 2024-06-26
35 SHARES BALL CORP   2021-02-09 2024-06-26
30 SHARES BALL CORP   2021-06-14 2024-07-12
16 SHARES BALL CORP   2021-06-14 2024-06-26
109 SHARES BALL CORP   2022-04-06 2024-07-12
69 SHARES BALL CORP   2022-06-30 2024-07-12
78 SHARES BALL CORP   2022-08-10 2024-07-12
24 SHARES BALL CORP   2022-08-11 2024-07-12
246 SHARES CLARIVATE ANALYTICS PLC   2021-08-20 2024-02-13
228 SHARES CLARIVATE ANALYTICS PLC   2021-08-25 2024-02-13
5 SHARES CLARIVATE ANALYTICS PLC   2021-08-25 2024-02-27
323 SHARES CLARIVATE ANALYTICS PLC   2021-11-08 2024-02-27
380 SHARES CLARIVATE ANALYTICS PLC   2022-03-02 2024-02-27
497 SHARES CLARIVATE ANALYTICS PLC   2022-11-30 2024-02-27
41 SHARES ENTEGRIS INC   2022-09-21 2024-02-29
6 SHARES ENTEGRIS INC   2022-11-08 2024-02-29
28 SHARES ENTEGRIS INC   2022-11-08 2024-06-03
4 SHARES FERGUSON PLC   2022-12-14 2024-02-21
17 SHARES FERGUSON PLC   2022-12-14 2024-02-29
1 SHARES IQVIA HLDGS INC   2019-12-05 2024-02-29
29 SHARES IQVIA HLDGS INC   2019-12-05 2024-01-22
1 SHARES MARTIN MARIETTA MATLS INC   2020-05-04 2024-02-21
5 SHARES MARTIN MARIETTA MATLS INC   2020-05-04 2024-03-08
11 SHARES MARTIN MARIETTA MATLS INC   2020-05-04 2024-02-29
4 SHARES MARTIN MARIETTA MATLS INC   2021-01-06 2024-03-08
1 SHARES META PLATFORMS   2022-12-20 2024-02-21
13 SHARES META PLATFORMS   2022-12-20 2024-02-29
13 SHARES PALO ALTO NETWORKS INC   2020-09-10 2024-09-16
98 SHARES PAYPAL HOLDINGS INC   2023-03-08 2024-05-23
123 SHARES PAYPAL HOLDINGS INC   2023-03-08 2024-10-08
12 SHARES PROGRESSIVE CORP   2022-07-15 2024-01-22
27 SHARES PROGRESSIVE CORP   2022-07-27 2024-05-23
13 SHARES PROGRESSIVE CORP   2022-09-12 2024-09-17
25 SHARES PROGRESSIVE CORP   2022-09-12 2024-05-23
20 SHARES PROGRESSIVE CORP   2022-11-21 2024-09-17
3 SHARES SHERWIN WILLIAMS CO   2020-07-10 2024-02-21
15 SHARES SHERWIN WILLIAMS CO   2020-07-10 2024-04-18
1 SHARES SHERWIN WILLIAMS CO   2022-08-16 2024-04-18
8 SHARES ALPHABET INC CL A   2023-06-01 2024-03-04
7 SHARES APTIV PLC   2023-02-28 2024-02-13
66 SHARES APTIV PLC   2023-06-01 2024-04-22
16 SHARES BALL CORP   2024-03-04 2024-07-12
12 SHARES CATALENT INC   2023-07-24 2024-02-21
186 SHARES CATALENT INC   2023-07-24 2024-02-29
37 SHARES D R HORTON   2024-04-22 2024-12-23
39 SHARES D R HORTON   2024-07-15 2024-12-23
6 SHARES EQUINIX INC   2023-11-06 2024-04-24
10 SHARES EQUINIX INC   2023-11-17 2024-04-24
9 SHARES EQUINIX INC   2024-02-29 2024-04-24
2 SHARES INTUIT   2023-03-21 2024-03-13
3 SHARES INTUIT   2023-03-21 2024-02-29
61 SHARES PAYPAL HOLDINGS INC   2024-03-04 2024-10-08
53 SHARES PLANET FITNESS   2023-06-20 2024-04-09
13 SHARES PLANET FITNESS   2023-06-20 2024-02-29
87 SHARES PLANET FITNESS   2023-08-29 2024-04-09
10 SHARES SALESFORCE   2023-03-16 2024-03-13
5 SHARES T-MOBILE US   2023-03-15 2024-02-21
4 SHARES ABBOTT LABS   2019-12-05 2024-09-25
2 SHARES ACCENTURE PLC IRELAND   2019-12-05 2024-09-25
20 SHARES ADOBE INC   2019-12-05 2024-02-20
8 SHARES AIRBNB   2021-08-13 2024-09-25
17 SHARES ALIGN TECHNOLOGY INC   2019-12-05 2024-06-07
1 SHARES ALIGN TECHNOLOGY INC   2020-01-09 2024-06-07
46 SHARES ALPHABET INC CL A   2019-12-05 2024-09-06
16 SHARES ALPHABET INC CL C   2019-12-05 2024-09-06
19 SHARES AMAZON COM INC   2021-02-08 2024-02-21
3 SHARES AMAZON COM INC   2021-02-16 2024-02-21
19 SHARES AMAZON COM INC   2021-02-16 2024-03-06
18 SHARES AMAZON COM INC   2021-02-16 2024-04-17
13 SHARES AMAZON COM INC   2021-10-04 2024-04-17
21 SHARES AMAZON COM INC   2021-10-04 2024-07-08
86 SHARES AMAZON COM INC   2021-10-04 2024-11-19
12 SHARES AMAZON COM INC   2021-11-10 2024-11-19
13 SHARES AUTODESK INC   2020-03-20 2024-06-13
29 SHARES AUTODESK INC   2020-06-10 2024-06-13
10 SHARES AUTODESK INC   2021-10-04 2024-06-13
18 SHARES AUTODESK INC   2022-01-12 2024-06-13
9 SHARES GARTNER INC   2019-12-05 2024-11-22
25 SHARES MICROSOFT CORP   2019-12-05 2024-09-06
1 SHARES NETFLIX INC   2022-02-14 2024-09-25
24 SHARES NETFLIX INC   2022-02-14 2024-05-14
84 SHARES NIKE INC   2019-12-05 2024-07-09
79 SHARES PAYPAL HLDGS INC   2019-12-05 2024-03-01
42 SHARES PAYPAL HLDGS INC   2022-03-02 2024-03-01
39 SHARES PAYPAL HLDGS INC   2022-04-12 2024-03-01
11 SHARES SALESFORCE COM   2019-12-05 2024-07-05
2 SHARES SALESFORCE COM   2020-01-09 2024-08-20
43 SHARES SALESFORCE COM   2020-01-09 2024-07-05
30 SHARES SALESFORCE COM   2021-01-15 2024-08-20
20 SHARES SALESFORCE COM   2022-10-03 2024-08-20
6 SHARES SERIVCENOW INC   2019-12-05 2024-11-19
16 SHARES SERIVCENOW INC   2019-12-05 2024-02-27
2 SHARES SERIVCENOW INC   2020-01-23 2024-11-29
1 SHARES THERMO FISHER SCIENTIFIC INC   2022-12-01 2024-09-25
1 SHARES UNITEDHEALTH GROUP INC   2020-08-06 2024-09-25
12 SHARES UNITEDHEALTH GROUP INC   2020-08-06 2024-10-25
2 SHARES WORKDAY INC   2023-06-28 2024-09-25
3 SHARES ZOETIS INC   2019-12-05 2024-09-25
56 SHARES NIKE INC   2024-02-22 2024-07-09
155 SHARES PAYPAL HLDGS INC   2023-06-26 2024-03-01
500 SHARES DEVON ENERGY CORP   2022-09-29 2024-12-27
500 SHARES FS KKR CAP CORP   2022-09-30 2024-12-27
50 SHARES GENERAC HLDGS INC   2022-12-09 2024-01-10
100 SHARES MODERNA INC   2021-10-05 2024-04-05
1000 SHARES TOAST INC   2023-02-24 2024-03-06
3000 SHARES TRIPLEPOINT VENTURE GROWTH   2019-12-11 2024-10-02
2000 SHARES TRIPLEPOINT VENTURE GROWTH   2019-12-11 2024-04-05
1000 SHARES WESTERN UNION CO   2022-01-11 2024-01-10
1000 SHARES CITIGROUP INC   2023-06-12 2024-03-07
500 SHARES COSTAR GROUP INC   2023-12-21 2024-10-02
800 SHARES DT MIDSTREAM INC   2023-09-14 2024-09-13
300 SHARES ORACLE CORP   2023-09-14 2024-06-14
500 SHARES TRANSUNION   2023-12-21 2024-04-24
300 SHARES VERTIV HOLDINGS CO   2024-06-14 2024-11-08
(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 4,263   2,639 1,624
b 1,205   712 493
c 712   320 392
d 12,274   5,699 6,575
e 1,103   901 202
4,252   3,604 648
1,007   997 10
865   830 35
4,875   8,024 -3,149
3,370   3,919 -549
4,450   5,057 -607
2,467   2,983 -516
6,788   5,103 1,685
2,499   2,659 -160
491   519 -28
609   646 -37
2,133   3,083 -950
1,818   2,422 -604
975   1,292 -317
6,607   9,755 -3,148
4,183   4,854 -671
4,728   4,429 299
1,455   1,319 136
2,212   5,723 -3,511
2,050   5,524 -3,474
33   121 -88
2,142   7,752 -5,610
2,520   5,682 -3,162
3,295   4,697 -1,402
5,471   3,868 1,603
801   382 419
3,503   1,784 1,719
807   511 296
3,564   2,173 1,391
250   143 107
6,309   4,145 2,164
533   190 343
2,986   949 2,037
6,270   2,087 4,183
2,389   1,119 1,270
467   120 347
6,347   1,557 4,790
4,503   1,021 3,482
6,069   7,519 -1,450
9,875   9,438 437
2,056   1,411 645
5,543   3,034 2,509
3,369   1,654 1,715
5,133   3,181 1,952
5,183   2,547 2,636
941   583 358
4,650   2,916 1,734
310   248 62
1,063   992 71
558   802 -244
4,597   6,032 -1,435
970   1,007 -37
699   576 123
10,650   8,935 1,715
5,162   5,468 -306
5,441   6,039 -598
4,537   4,613 -76
7,562   7,797 -235
6,806   7,922 -1,116
1,315   821 494
1,985   1,231 754
4,897   3,697 1,200
3,431   3,705 -274
815   909 -94
5,631   5,195 436
3,065   1,848 1,217
819   706 113
454   336 118
679   396 283
10,675   6,025 4,650
1,049   1,179 -130
4,372   4,665 -293
257   283 -26
7,227   2,946 4,281
2,535   1,026 1,509
3,227   3,159 68
510   491 19
3,338   3,108 230
3,318   2,944 374
2,396   2,160 236
4,175   3,488 687
17,380   14,286 3,094
2,425   2,101 324
2,886   1,910 976
6,439   6,758 -319
2,220   2,913 -693
3,996   4,711 -715
4,699   1,407 3,292
10,182   3,696 6,486
720   407 313
14,675   9,756 4,919
6,219   7,686 -1,467
4,764   8,327 -3,563
2,533   4,651 -2,118
2,352   4,386 -2,034
2,909   1,760 1,149
529   353 176
11,371   7,588 3,783
7,932   6,522 1,410
5,288   2,939 2,349
6,038   1,662 4,376
12,435   4,431 8,004
2,013   628 1,385
610   532 78
573   304 269
6,774   3,650 3,124
497   442 55
581   361 220
4,146   5,735 -1,589
9,348   10,443 -1,095
15,496   28,455 -12,959
10,765   8,980 1,785
5,980   4,679 1,301
10,266   34,002 -23,736
24,766   19,785 4,981
20,513   43,076 -22,563
18,018   28,717 -10,699
11,950   18,862 -6,912
57,695   48,203 9,492
37,574   44,114 -6,540
60,162   42,741 17,421
41,790   33,679 8,111
34,517   34,845 -328
36,946   27,617 9,329
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       1,624
b       493
c       392
d       6,575
e       202
      648
      10
      35
      -3,149
      -549
      -607
      -516
      1,685
      -160
      -28
      -37
      -950
      -604
      -317
      -3,148
      -671
      299
      136
      -3,511
      -3,474
      -88
      -5,610
      -3,162
      -1,402
      1,603
      419
      1,719
      296
      1,391
      107
      2,164
      343
      2,037
      4,183
      1,270
      347
      4,790
      3,482
      -1,450
      437
      645
      2,509
      1,715
      1,952
      2,636
      358
      1,734
      62
      71
      -244
      -1,435
      -37
      123
      1,715
      -306
      -598
      -76
      -235
      -1,116
      494
      754
      1,200
      -274
      -94
      436
      1,217
      113
      118
      283
      4,650
      -130
      -293
      -26
      4,281
      1,509
      68
      19
      230
      374
      236
      687
      3,094
      324
      976
      -319
      -693
      -715
      3,292
      6,486
      313
      4,919
      -1,467
      -3,563
      -2,118
      -2,034
      1,149
      176
      3,783
      1,410
      2,349
      4,376
      8,004
      1,385
      78
      269
      3,124
      55
      220
      -1,589
      -1,095
      -12,959
      1,785
      1,301
      -23,736
      4,981
      -22,563
      -10,699
      -6,912
      9,492
      -6,540
      17,421
      8,111
      -328
      9,329
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 33,451
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) 1 776
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........................... 3 776
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- ..... 5 776
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,800
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 1,800
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 1,024
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow1,024 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 arrowDE
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 arrowBREDEFELD & ASSOCIATES PC Telephone no.right arrow (732) 764-9292

Located atright arrow125 MAPLE AVE STE CCHESTERNJ ZIP+4right arrow07930
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
JAMES GOREN PRESIDENT
0.00 		0 0 0
125 MAPLE AVE STE C
CHESTER,NJ07930
ARIELLE GOREN TREASURER/SECRETARY
0.00 		0 0 0
312 WEST 71ST STREET
NEW YORK,NY10023
DAVID GOREN DIRECTOR
0.00 		0 0 0
3045 HOLLYRIDGE DRIVE
LOS ANGELES,CA90068
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
1,916,609
b
Average of monthly cash balances.......................
1b
101,577
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,018,186
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
2,018,186
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
30,273
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,987,913
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
99,396
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
99,396
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
776
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
776
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
98,620
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
98,620
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
98,620
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
269,366
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
269,366
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 98,620
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...... 174,434
c From 2021......  
d From 2022......  
e From 2023...... 7,100
f Total of lines 3a through e ........ 181,534
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 269,366
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)........ 		Click to see attachment
List of Attached Documents:
// Content
0
d Applied to 2024 distributable amount..... 98,620
e Remaining amount distributed out of corpus 170,746
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 5 352,280
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 ...... 		352,280
10 Analysis of line 9:
a Excess from 2020.... 174,434
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023.... 7,100
e Excess from 2024.... 170,746
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 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

CENTER THEATRE GROUP

601 W TEMPLE STREET
LOS ANGELES,CA90012 		  EXEMPT GENERAL OPERATIONS 50,000

HANOVER CHARITIES USA

824 ISLAND CIRCLE WEST
ST HELENA ISLAND,SC29920 		  EXEMPT GENERAL OPERATIONS 103,000

LA PHIL HARMONIC

151 S GRAND AVE
LOS ANGELES,CA90012 		  EXEMPT GENERAL OPERATIONS 10,000

TEMPLE ISRAEL OF HOLLYWOOD

7300 HOLLYWOOD BLVD
LOS ANGELES,CA90046 		  EXEMPT GENERAL OPERATIONS 3,810

TRYALL FUND

360 HAMILTON AVE 8TH FL
WHITE PLAINS,NY10601 		  EXEMPT GENERAL OPERATIONS 2,000

CHABAD JAMAICA INC

25 BALFOUR PLACE
BROOKLYN,NY11225 		  EXEMPT GENERAL OPERATIONS 10,000

JOHNS HOPKINS UNIVERSITY & MEDICINE

6225 SMITH AVENUE SUITE 100-B
BALTIMORE,MD21209 		  EXEMPT GENERAL OPERATIONS 50,000

NEW YORK UNIVERSITY

115 FIFTH AVE 5TH FLOOR
NEW YORK,NY10003 		  EXEMPT GENERAL OPERATIONS 10,000

MANHATTAN JEWISH EXPERIENCE

131 WEST 86TH STREET 10TH FL
NEW YORK,NY10024 		  EXEMPT GENERAL OPERATIONS 10,000

ASHE FOUNDATION

PO BOX 1991
STUDIO CITY,CA91614 		  EXEMPT GENERAL OPERATIONS 6,000
Total .................................right arrow 3a 254,810
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 ........... 		    14 274  
4 Dividends and interest from securities ....     14 36,670  
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 33,451  
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 70,395 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
70,395
(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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with the preparer shown below?
See instructions.
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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:
STELLA & DOLPHI GOREN FOUNDATION
EIN:
84-2470597
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 5,246 2,623   2,623

TY 2024 DistributionFromCorpusElection
Name:
STELLA & DOLPHI GOREN FOUNDATION
EIN:
84-2470597
Election:
FORM 990-PF PAGE 9 LINE 4C: TREATED AS DISTRIBUTIONS OUT OF CORPUS------------------------------------------------------------------PURSUANT TO REG. SEC. 53.4932(A)-3(D)(2), THE TAXPAYER HEREBYELECTS TO TREAT THE 2024 QUALIFYING DISTRIBUTIONS AS MADE OUTOF CORPUS.

TY 2024 InvestmentsCorpStockSchedule
Name:
STELLA & DOLPHI GOREN FOUNDATION
EIN:
84-2470597
Name of Stock End of Year Book Value End of Year Fair Market Value
219 SHARES ABBOTT LABS 20,251 24,769
95 SHARES ACCENTURE PLC IRELAND 22,835 33,420
53 SHARES ADOBE INC 22,591 23,568
42 SHARES ALPHABET INC CL A 5,330 7,951
229 SHARES ALPHABET INC CL C 13,798 40,754
135 SHARES DANAHER CORPORATION 23,590 30,989
19 SHARES GARTNER INC 2,969 9,205
84 SHARES IQVIA HLDGS INC 12,806 16,507
38 SHARES MARTIN MARIETTA MATLS INC 12,151 19,627
63 SHARES MASTERCARD INC 19,616 33,174
209 SHARES MICROSOFT CORP 48,938 88,094
140 SHARES NIKE INC 11,491 10,594
55 SHARES SALESFORCE COM 10,904 18,388
30 SHARES SERIVCENOW INC 10,963 31,804
119 SHARES VISA INC 24,650 37,609
139 SHARES ZOETIS INC 21,042 22,647
268 SHARES AERCAP HLDGS 14,030 25,648
1000 SHARES DOW INC 28,190 40,130
122 SHARES PALO ALTO NETWORKS INC 15,084 22,199
53 SHARES SHERWIN WILLIAMS CO 12,900 18,016
120 SHARES UNITEDHEALTH GROUP INC 53,130 60,704
573 SHARES AMAZON COM 71,797 125,710
147 SHARES AIRBNB 22,314 19,317
33 SHARES NETFLIX 8,010 29,414
145 SHARES ENTEGRIS INC 10,453 14,364
50 SHARES META PLATFORMS 7,067 29,276
138 SHARES FERGUSON PLC 18,034 23,953
1500 SHARES FS KKR CAP CORP 26,940 32,580
150 SHARES GENERAC HOLDINGS INC 14,036 23,258
100 SHARES HONEYWELL INTL INC 17,846 22,589
23 SHARES PROGRESSIVE CORP 2,998 5,511
47 SHARES THERMO FISHER SCIENTIFIC INC 25,826 24,451
1000 SHARES UBER TECHNOLOGIES INC 27,991 60,320
126 SHARES COSTAR INC 9,274 9,020
26 SHARES ELI LILLY & CO 17,782 20,072
29 SHARES INTUIT 12,799 18,227
308 SHARES NOVO-NORDISK 29,652 26,494
202 SHARES ORACLE CORP 31,030 33,661
248 SHARES SCHWAB CHARLES CORP 14,567 18,354
144 SHARES T-MOBILE US 21,129 31,785
71 SHARES WORKDAY INC 15,752 18,320
121 SHARES APPLE INC 27,402 30,301
37 SHARES MSCI 19,284 22,200
55 SHARES PAYCOM SOFTWARE 10,265 11,273
291 SHARES SHOPIFY INC 19,927 30,942
39 SHARES AIR PRODS & CHEMS INC 12,177 11,312
256 SHARES AMN HELATHCARE SVCS INC 14,709 6,124
71 SHARES BUILDERS FIRSTSOUCE INC 10,675 10,148
46 SHARES ELF BEAUTY INC 6,334 5,775
86 SHARES EXPEDIA 11,486 16,024
254 SHARES GITLAB 13,269 14,313
270 SHARES NVIDIA CORPORATION 21,727 36,258
648 SHARES TAIWAN SEMICONDUCTOR 93,349 127,974
390 SHARES TALEN ENERGY CORP 57,787 78,573
62 SHARES VEEVA SYS INC 11,776 13,036
400 SHARES APOLLO GLOBAL MGMT INC 69,494 66,064
100 SHARES CONOCOPHILLIPS 13,416 9,917
500 SHARES EBAY INC 31,433 30,975
500 SHARES LAS VEGAS SANDS 24,745 25,680
100 SHARES MASTERCARD INC 35,484 52,657
100 SHARES METAPLATFORMS INC 17,187 58,551
400 SHARES NASDAQ INC 29,361 30,924
4000 SHARES PETROLEO BRASILEIRO 60,529 51,440
1500 SHARES PFIZER 43,668 39,795

TY 2024 OtherAssetsSchedule
Name:
STELLA & DOLPHI GOREN FOUNDATION
EIN:
84-2470597
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
DUE FROM BROKER 1,400 0 0
MISCELLANEOUS RECEIVABLE 0 10,000 10,000


TY 2024 OtherExpensesSchedule
Name:
STELLA & DOLPHI GOREN FOUNDATION
EIN:
84-2470597
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADVISOR FEES 22,033 11,017   11,016
ADR FEES 135 67   68
FILING FEES 220 110   110


TY 2024 OtherLiabilitiesSchedule
Name:
STELLA & DOLPHI GOREN FOUNDATION
EIN:
84-2470597
Description Beginning of Year - Book Value End of Year - Book Value
MISCELLANEOUS PAYABLE 0 35,000


TY 2024 TaxesSchedule
Name:
STELLA & DOLPHI GOREN FOUNDATION
EIN:
84-2470597
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN WITHHOLDING TAXES 556 278   278
FEDERAL TAX PAYMENTS 921 460   461