Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
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
CHESTER
State or province
NJ
Country  
ZIP or foreign postal code
07930
A Employer identification number

84-2470597
B Telephone number (see instructions)

7327649292
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$1,962,949J 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 .................
3 Interest on savings and temporary cash investments 137 137  
4 Dividends and interest from securities... 24,215 24,215  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 115,892
b Gross sales price for all assets on line 6a 1,103,509
7 Capital gain net income (from Part IV, line 2)... 115,892
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........ 140,244 140,244  
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
5,326 2,663   2,663
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
474 237   237
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
23,972 11,985   11,987
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 29,772 14,885   14,887
25 Contributions, gifts, grants paid....... 129,522 129,522
26 Total expenses and disbursements. Add lines 24 and 25 ................ 159,294 14,885   144,409
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -19,050
b Net investment income (if negative, enter -0-) 125,359
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. 16,263 66,687 66,687
2 Savings and temporary cash investments.........      
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
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)....... 1,468,040 Click to see attachment
List of Attached Documents:
// Content
1,373,566 		1,896,262
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
10,000 		Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,494,303 1,440,253 1,962,949
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 ) Click to see attachment
List of Attached Documents:
// Content
35,000 		Click to see attachment
List of Attached Documents:
// Content
0
23 Total liabilities (add lines 17 through 22)......... 35,000 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
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 1,459,303 1,440,253
29 Total net assets or fund balances (see instructions)..... 1,459,303 1,440,253
30 Total liabilities and net assets/fund balances (see instructions). 1,494,303 1,440,253
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
1,459,303
2
Enter amount from Part I, line 27a .....................
2
-19,050
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,440,253
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
1,440,253
Form 990-PF (2025)
Form 990-PF (2025)
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 500 SHARES DOW INC   2020-04-04 2025-06-04
b 1500 SHARES FS KKR CAP CORP   2022-09-30 2025-11-26
c 150 SHARES GENERAC HLDGS INC   2022-12-09 2025-07-25
d 100 SHARES HONEYWELL INTL INC   2022-10-19 2025-12-03
e 500 SHARES LAS VEGAS SANDS CORP   2024-01-12 2025-10-27
200 SHARES NASDAQ INC   2024-10-02 2025-11-14
100 SHARES NOVO-NORDISK   2023-09-19 2025-03-31
100 SHARES NOVO-NORDISK   2023-09-19 2025-02-20
3000 SHARES PETROLEO BRASILEIRO   2024-04-09 2025-05-30
500 SHARES PFIZER   2024-01-12 2025-03-31
150 SHARES TAIWAN SEMICONDUCTOR MFG   2024-03-11 2025-09-18
100 SHARES APOLLO GLOBAL MGMT INC   2024-12-24 2025-11-20
150 SHARES BUILDERS FIRST CHOICE   2025-01-28 2025-06-26
1000 SHARES CAREDX INC   2025-02-21 2025-03-31
500 SHARES CHIPOTLE MEXICAN GRILL INC   2025-06-05 2025-10-27
200 SHARES EBAY INC   2024-09-13 2025-07-31
300 SHARES EBAY INC   2024-09-13 2025-08-01
300 SHARES GAP INC   2025-07-31 2025-10-24
150 SHARES GITLAB, INC   2025-07-28 2025-08-14
500 SHARES MICRON TECHNOLOGY   2025-04-01 2025-05-13
200 SHARES NASDAQ INC   2024-10-02 2025-02-02
1000 SHARES PETROLEO BRASILEIRO   2024-08-07 2025-05-30
300 SHARES STARBUCKS CORP   2025-05-14 2025-07-30
200 SHARES TAIWAN SEMICONDUCTOR MFG   2024-03-08 2025-01-27
100 SHARES TALEN ENERGY CORP   2024-10-02 2025-03-17
100 SHARES TALEN ENERGY CORP   2024-10-02 2025-01-31
500 SHARES TOAST   2025-04-02 2025-05-09
20 SHARES IQVIA HLDGS INC   2019-12-05 2025-01-17
28 SHARES T-MOBILE US   2023-03-15 2025-01-17
68 SHARES AERCAP HLDGS NV   2021-05-17 2025-02-04
25 SHARES T-MOBILE US   2023-03-15 2025-02-04
11 SHARES T-MOBILE US   2023-03-16 2025-02-04
15 SHARES ACCENTURE PLC   2023-08-09 2025-02-12
3 SHARES ACCENTURE PLC   2023-10-11 2025-02-12
10 SHARES UNITEDHEALTH GROUP INC   2024-01-24 2025-02-21
3 SHARES ENTEGRIS INC   2022-11-08 2025-03-04
38 SHARES AERCAP HLDGS NV   2021-05-17 2025-03-12
28 SHARES AERCAP HLDGS NV   2021-07-21 2025-03-19
47 SHARES AERCAP HLDGS NV   2021-07-21 2025-03-19
87 SHARES AERCAP HLDGS NV   2021-08-02 2025-03-19
19 SHARES SHERWIN WILLIAMS CO   2022-08-16 2025-03-19
47 SHARES ENTEGRIS INC   2022-11-08 2025-04-03
51 SHARES ENTEGRIS INC   2022-12-12 2025-04-03
44 SHARES ENTEGRIS INC   2023-02-16 2025-04-03
31 SHARES EXPEDIA   2024-02-15 2025-04-07
17 SHARES TAIWAN SEMICONDUCTOR MFG   2024-03-06 2025-04-07
19 SHARES IQVIA HLDGS INC   2019-12-05 2025-05-16
18 SHARES IQVIA HLDGS INC   2020-03-20 2025-05-16
23 SHARES IQVIA HLDGS INC   2022-05-17 2025-05-16
4 SHARES IQVIA HLDGS INC   2022-06-30 2025-05-16
29 SHARES TALEN ENERGY CORP   2024-05-28 2025-06-20
4 SHARES DANAHER CORPORATION   2019-12-05 2025-07-17
2 SHARES MICROSOFT CORP   2020-03-18 2025-07-17
5 SHARES PALO ALTO NETWORKS INC   2020-09-10 2025-07-17
4 SHARES AMAZON COM INC   2021-01-25 2025-07-17
7 SHARES SHERWIN WILLIAMS CO   2022-08-16 2025-07-17
24 SHARES SHERWIN WILLIAMS CO   2022-11-02 2025-07-17
3 SHARES FERGUSON PLC   2022-12-14 2025-07-17
7 SHARES SCHWAB CHARLES CORP   2023-08-23 2025-07-17
3 SHARES SHERWIN WILLIAMS CO   2024-03-04 2025-07-17
5 SHARES TAIWAN SEMICONDUCTOR MFG   2024-03-06 2025-07-17
82 SHARES GITLAB   2024-03-15 2025-08-13
108 SHARES GITLAB   2024-04-24 2025-08-13
45 SHARES GITLAB   2024-06-17 2025-08-13
3 SHARES PROGRESSIVE CORP   2022-11-21 2025-08-22
15 SHARES FERGUSON PLC   2022-12-14 2025-08-22
5 SHARES META PLATFORMS   2022-12-20 2025-08-22
20 SHARES PROGRESSIVE CORP   2023-01-09 2025-08-22
14 SHARES TALEN ENERGY CORP   2024-05-28 2025-08-22
49 SHARES T-MOBILE US   2023-03-16 2025-08-26
31 SHARES T-MOBILE US   2024-03-04 2025-08-26
20 SHARES AMAZON COM INC   2021-01-25 2025-10-09
11 SHARES ACCENTURE PLC   2023-10-11 2025-10-09
5 SHARES ACCENTURE PLC   2024-04-04 2025-10-09
42 SHARES NVIDIA CORPORATION   2024-04-26 2025-11-26
39 SHARES AIR PRODS & CHEMS INC   2024-10-08 2025-12-08
183 SHARES AMN HEALTHCARE SVCS INC   2024-05-09 2025-01-15
73 SHARES AMN HEALTHCARE SVCS INC   2024-09-16 2025-01-15
71 SHARES BUILDERS FIRSTSOURCE INC   2024-12-23 2025-06-18
7 SHARES UNITEDHEALTH GROUP INC   2024-03-05 2025-02-21
6 SHARES UNITEDHEALTH GROUP INC   2024-04-18 2025-02-21
8 SHARES TAIWAN SEMICONDUCTOR MFG   2024-03-06 2025-03-04
19 SHARES GITLAB   2024-03-15 2025-03-04
12 SHARES TALEN ENERGY CORP   2024-05-28 2025-03-04
168 SHARES JEFFRIES FINAL GROUP   2025-02-05 2025-04-04
47 SHARES NIKE   2024-08-15 2025-04-07
46 SHARES ELF BEAUTY INC   2024-12-17 2025-04-07
51 SHARES ELF BEAUTY INC   2025-01-16 2025-04-07
46 SHARES ELF BEAUTY INC   2025-02-05 2025-04-07
116 SHARES ELF BEAUTY INC   2025-02-13 2025-04-07
44 SHARES BUILDERS FIRSTSOURCE INC   2025-01-21 2025-06-18
24 SHARES ELEVANCE HEALTH INC   2025-04-04 2025-07-22
7 SHARES ELEVANCE HEALTH INC   2025-05-14 2025-07-22
19 SHARES GE VERNOVA INC   2025-03-05 2025-08-07
125 SHARES GITLAB   2025-04-11 2025-08-13
5 SHARES ACCENTURE PLC   2025-07-07 2025-10-09
100 SHARES BUILDERS FIRSTSOURCE INC   2025-07-23 2025-11-05
119 SHARES SPS COMM INC   2025-08-14 2025-12-08
7 SHARES MARKEL GROUP INC   2025-08-25 2025-12-08
3 SHARES ABBOTT LABS   2019-12-05 2025-03-04
33 SHARES ABBOTT LABS   2019-12-05 2025-09-09
11 SHARES ABBOTT LABS   2020-01-17 2025-12-02
18 SHARES ABBOTT LABS   2020-01-17 2025-09-09
49 SHARES ABBOTT LABS   2020-03-18 2025-12-02
1 SHARES ADOBE INC   2019-12-05 2025-03-04
19 SHARES ADOBE INC   2019-12-05 2025-08-04
2 SHARES ADOBE INC   2020-01-09 2025-08-04
8 SHARES ADOBE INC   2022-04-08 2025-08-04
50 SHARES AIRBNB   2021-08-13 2025-08-04
6 SHARES ALPHABET INC CL C   2019-12-05 2025-03-04
33 SHARES ALPHABET INC CL C   2019-12-05 2025-08-04
65 SHARES ALPHABET INC CL C   2019-12-05 2025-02-26
68 SHARES AMAZON COM INC   2021-11-10 2025-04-16
2 SHARES AMAZON COM INC   2022-05-19 2025-04-16
7 SHARES AMAZON COM INC   2022-05-19 2025-08-06
25 SHARES AMAZON COM INC   2022-05-19 2025-08-04
19 SHARES GARTNER INC   2019-12-05 2025-07-15
2 SHARES MICROSOFT CORP   2019-12-05 2025-08-04
7 SHARES NETFLIX INC   2022-08-15 2025-07-29
110 SHARES NETFLIX INC   2022-08-15 2025-12-08
15 SHARES NETFLIX INC   2022-08-15 2025-01-13
54 SHARES NOVO-NORDISK   2023-09-18 2025-01-13
54 SHARES NOVO-NORDISK   2023-09-26 2025-01-13
44 SHARES ORACLE CORP   2024-09-06 2025-09-22
12 SHARES SERVICENOW INC   2020-01-23 2025-01-13
11 SHARES SHOPIFY INC   2024-06-13 2025-08-04
33 SHARES SHOPIFY INC   2024-06-13 2025-11-07
45 SHARES SHOPIFY INC   2024-06-13 2025-09-09
24 SHARES THERMO FISHER SCIENTIFIC INC   2022-12-01 2025-07-14
2 SHARES THERMO FISHER SCIENTIFIC INC   2022-12-01 2025-09-22
21 SHARES THERMO FISHER SCIENTIFIC INC   2024-03-04 2025-09-22
1 SHARES UNITEDHEALTH GROUP INC   2020-08-06 2025-03-04
20 SHARES UNITEDHEALTH GROUP INC   2020-08-06 2025-06-13
1 SHARES UNITEDHEALTH GROUP INC   2024-03-08 2025-06-13
3 SHARES VISA INC   2019-12-05 2025-03-04
21 SHARES VISA INC   2019-12-05 2025-08-04
14 SHARES WORKDAY INC   2023-06-28 2025-11-07
30 SHARES WORKDAY INC   2023-06-28 2025-08-04
27 SHARES WORKDAY INC   2024-07-10 2025-11-07
4 SHARES ZOETIS INC   2019-12-05 2025-03-04
56 SHARES APPLE INC   2024-07-09 2025-04-07
65 SHARES APPLE INC   2024-07-09 2025-03-12
5 SHARES IDEXX LABS INC   2025-04-28 2025-08-04
(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 13,845   14,089 -244
b 23,534   26,940 -3,406
c 23,455   14,036 9,419
d 18,967   16,795 2,172
e 28,823   24,745 4,078
17,597   14,681 2,916
6,747   9,715 -2,968
8,287   9,715 -1,428
34,023   46,775 -12,752
12,351   14,556 -2,205
40,125   22,237 17,888
12,400   17,250 -4,850
17,304   24,980 -7,676
17,189   22,985 -5,796
20,420   26,183 -5,763
17,838   12,573 5,265
27,571   18,860 8,711
6,448   5,951 497
5,942   7,285 -1,343
46,577   42,685 3,892
16,328   14,681 1,647
11,341   13,754 -2,413
29,281   26,043 3,238
39,519   28,524 10,995
20,670   17,828 2,842
22,890   17,828 5,062
20,924   16,580 4,344
3,947   2,858 1,089
6,108   3,955 2,153
6,440   3,722 2,718
5,948   3,531 2,417
2,617   1,567 1,050
5,859   4,711 1,148
1,172   934 238
4,579   5,106 -527
301   191 110
3,743   2,080 1,663
2,913   1,342 1,571
4,630   2,252 2,378
9,051   4,634 4,417
6,307   4,717 1,590
3,480   2,995 485
3,776   3,637 139
3,258   3,630 -372
4,237   4,165 72
2,403   2,356 47
2,704   2,715 -11
2,562   1,595 967
3,274   4,782 -1,508
569   855 -286
8,396   3,349 5,047
776   514 262
1,026   286 740
982   196 786
895   664 231
2,353   1,738 615
8,067   5,452 2,615
657   383 274
648   412 236
1,008   993 15
1,233   693 540
3,339   4,593 -1,254
4,398   5,601 -1,203
1,832   2,012 -180
750   382 368
3,522   1,917 1,605
3,757   599 3,158
5,003   2,616 2,387
4,979   1,617 3,362
12,253   6,979 5,274
7,752   5,097 2,655
4,481   3,322 1,159
2,765   3,424 -659
1,257   1,675 -418
7,328   3,380 3,948
9,423   12,177 -2,754
4,724   11,275 -6,551
1,884   3,434 -1,550
7,608   10,675 -3,067
3,205   3,416 -211
2,747   2,837 -90
1,464   1,109 355
1,169   1,064 105
2,412   1,386 1,026
7,378   12,655 -5,277
2,530   3,681 -1,151
2,433   6,334 -3,901
2,698   6,508 -3,810
2,433   4,044 -1,611
6,137   8,483 -2,346
4,715   7,266 -2,551
6,624   10,817 -4,193
1,932   2,705 -773
12,252   6,071 6,181
5,090   5,519 -429
1,257   1,526 -269
10,994   13,030 -2,036
10,008   13,444 -3,436
14,427   14,041 386
415   252 163
4,361   2,773 1,588
1,392   961 431
2,379   1,572 807
6,199   3,787 2,412
441   301 140
6,560   5,723 837
691   667 24
2,762   3,548 -786
6,453   7,369 -916
1,033   385 648
6,408   2,117 4,291
11,523   4,170 7,353
12,146   11,904 242
357   229 128
1,502   801 701
5,300   2,859 2,441
7,049   2,969 4,080
1,072   296 776
8,174   1,699 6,475
10,524   2,670 7,854
12,606   3,641 8,965
4,549   5,249 -700
4,549   4,973 -424
13,630   6,252 7,378
12,196   3,771 8,425
1,368   722 646
5,187   2,165 3,022
6,455   2,952 3,503
10,208   12,763 -2,555
960   1,064 -104
10,077   12,000 -1,923
475   304 171
6,304   6,083 221
315   478 -163
1,060   542 518
7,216   3,791 3,425
3,142   3,096 46
6,720   6,633 87
6,059   6,023 36
683   481 202
10,176   12,682 -2,506
14,158   14,720 -562
3,400   2,185 1,215
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       -244
b       -3,406
c       9,419
d       2,172
e       4,078
      2,916
      -2,968
      -1,428
      -12,752
      -2,205
      17,888
      -4,850
      -7,676
      -5,796
      -5,763
      5,265
      8,711
      497
      -1,343
      3,892
      1,647
      -2,413
      3,238
      10,995
      2,842
      5,062
      4,344
      1,089
      2,153
      2,718
      2,417
      1,050
      1,148
      238
      -527
      110
      1,663
      1,571
      2,378
      4,417
      1,590
      485
      139
      -372
      72
      47
      -11
      967
      -1,508
      -286
      5,047
      262
      740
      786
      231
      615
      2,615
      274
      236
      15
      540
      -1,254
      -1,203
      -180
      368
      1,605
      3,158
      2,387
      3,362
      5,274
      2,655
      1,159
      -659
      -418
      3,948
      -2,754
      -6,551
      -1,550
      -3,067
      -211
      -90
      355
      105
      1,026
      -5,277
      -1,151
      -3,901
      -3,810
      -1,611
      -2,346
      -2,551
      -4,193
      -773
      6,181
      -429
      -269
      -2,036
      -3,436
      386
      163
      1,588
      431
      807
      2,412
      140
      837
      24
      -786
      -916
      648
      4,291
      7,353
      242
      128
      701
      2,441
      4,080
      776
      6,475
      7,854
      8,965
      -700
      -424
      7,378
      8,425
      646
      3,022
      3,503
      -2,555
      -104
      -1,923
      171
      221
      -163
      518
      3,425
      46
      87
      36
      202
      -2,506
      -562
      1,215
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 2 115,892
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 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 1,742
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 1,742
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 1,742
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 1,024
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 1,024
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....... 9 718
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 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)
DE
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 2025 or the taxable year beginning in 2025? 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 addressN/A
14
The books are in care ofBREDEFELD & ASSOCIATES PC Telephone no. (732) 764-9292

Located at125 MAPLE AVE STE CCHESTERNJ ZIP+407930
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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.........................0
Form 990-PF (2025)
Form 990-PF (2025)
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
1,920,402
b
Average of monthly cash balances.......................
1b
60,283
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
1,980,685
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
1,980,685
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
29,710
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,950,975
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
97,549
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
97,549
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
1,742
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,742
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
95,807
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
95,807
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
95,807
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, line 26, column (d) ..........
1a
144,409
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
144,409
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 95,807
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 174,434
b From 2021......  
c From 2022......  
d From 2023...... 7,100
e From 2024...... 170,746
f Total of lines 3a through e ........ 352,280
4Qualifying distributions for 2025 from Part
XI, line 4: $ 144,409
a Applied to 2024, 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 2025 distributable amount..... 95,807
e Remaining amount distributed out of corpus 48,602
5 Excess distributions carryover applied to 2025. 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 5 400,882
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		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 2020 not
applied on line 5 or line 7 (see instructions) ... 		174,434
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		226,448
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 .... 7,100
d Excess from 2024 .... 170,746
e Excess from 2025 .... 48,602
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
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 		    GENERAL OPERATIONS 48,160

CHABAD JAMAICA INC

25 BALFOUR PLACE
BROOKLYN,NY11225 		    GENERAL OPERATIONS 30,000

HANOVER CHARITIES USA

824 ISLAND CIRCLE WEST
ST HELENA ISLAND,SC29920 		    GENERAL OPERATIONS 4,000

LA PHIL HARMONIC

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

NEW YORK UNIVERSITY

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

TEMPLE ISRAEL OF HOLLYWOOD

7300 HOLLYWOOD BLVD
LOS ANGELES,CA90046 		    GENERAL OPERATIONS 3,485

TRYALL FUND

360 HAMILTON AVE 8TH FL
WHITE PLAINS,NY10601 		    GENERAL OPERATIONS 5,000

LA FIRE DEPARTMENT FOUNDATION

1700 STADIUM WAY
LOS ANGELES,CA90012 		    GENERAL OPERATIONS 10,000

MONTEGO BAY ANIMAL HAVEN LTD

125 MAPLE AVE SUITE C
CHESTER,NJ07930 		    GENERAL OPERATIONS 3,000

AMERICAN FOUNDATION FOR THE UNIVERSITY OF THE WEST INDIES

300 E 42ND ST
NEW YORK,NY10017 		    GENERAL OPERATIONS 4,557

WE ARE LAUREL CANYON

8751 WONDERLAND PARK AVE
LOS ANGELES,CA90046 		    GENERAL OPERATIONS 1,320
Total ................................. 3a 129,522
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
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 ........... 		    14 137  
4 Dividends and interest from securities ....     14 24,215  
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 ............ 		    18 115,892  
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) .. 0 140,244 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
140,244
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
STELLA & DOLPHI GOREN FOUNDATION
EIN:
84-2470597
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 5,326 2,663   2,663

TY 2025 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 2025 QUALIFYING DISTRIBUTIONS AS MADE OUTOF CORPUS.

TY 2025 InvestmentsCorpStockSchedule
Name:
STELLA & DOLPHI GOREN FOUNDATION
EIN:
84-2470597
Name of Stock End of Year Book Value End of Year Fair Market Value
105 SHARES ABBOTT LABS 10,869 13,159
61 SHARES ACCENTURE PLC IRELAND 12,091 16,366
41 SHARES ADOBE INC 19,362 14,350
58 SHARES ALPHABET INC CL A 10,480 18,154
110 SHARES ALPHABET INC CL C 7,126 34,518
158 SHARES DANAHER CORPORATION 28,560 36,169
43 SHARES MARTIN MARIETTA MATLS INC 14,520 26,774
112 SHARES MICROSOFT CORP 27,591 54,165
188 SHARES NIKE INC 13,752 11,977
55 SHARES SALESFORCE COM 10,904 14,570
170 SHARES SERVICENOW INC 19,872 26,042
95 SHARES VISA INC 20,317 33,317
170 SHARES ZOETIS INC 26,489 21,389
500 SHARES DOW INC 14,095 11,690
117 SHARES PALO ALTO NETWORKS INC 14,888 21,551
75 SHARES UNITEDHEALTH GROUP INC 34,906 24,758
447 SHARES AMAZON COM 52,017 103,177
97 SHARES AIRBNB 14,945 13,165
200 SHARES NETFLIX 18,191 18,752
45 SHARES META PLATFORMS 6,468 29,704
120 SHARES FERGUSON PLC 15,734 26,716
1000 SHARES UBER TECHNOLOGIES INC 27,991 81,710
144 SHARES COSTAR INC 10,719 9,683
38 SHARES ELI LILLY & CO 27,208 40,838
17 SHARES INTUIT 13,611 11,261
201 SHARES ORACLE CORP 31,236 39,177
241 SHARES SCHWAB CHARLES CORP 14,155 24,078
37 SHARES MSCI 19,284 21,228
55 SHARES PAYCOM SOFTWARE 10,265 8,765
202 SHARES SHOPIFY INC 14,089 32,516
137 SHARES ELF BEAUTY INC 13,761 10,417
73 SHARES EXPEDIA 10,139 20,682
228 SHARES NVIDIA CORPORATION 18,348 42,522
1188 SHARES TAIWAN SEMICONDUCTOR 16,193 35,859
135 SHARES TALEN ENERGY CORP 15,780 50,603
62 SHARES VEEVA SYS INC 11,776 13,840
300 SHARES APOLLO GLOBAL MGMT INC 52,244 43,428
100 SHARES CONOCOPHILLIPS 13,416 9,361
63 SHARES MASTERCARD INC 19,616 35,965
100 SHARES METAPLATFORMS INC 17,187 66,009
50 SHARES FAIR ISAAC CORP 70,350 84,531
300 SHARES GLOBAL X CYBERSPACE 10,568 9,138
100 SHARES MASTERCARD INC 35,484 57,088
1000 SHARES PFIZER 29,112 24,900
300 SHARES QXO INC 5,600 5,787
350 SHARES SHARKNINJA INC 31,997 39,165
25 SHARES SOLSTICE ADVANCED 1,051 1,215
150 SHARES TAIWAN SEMICONDUCTOR 22,237 45,584
1000 SHARES TOAST 41,335 35,510
300 SHARES VICI PPTYS 9,941 8,436
500 SHARES ZOOM COMMUNICATIONS 42,135 43,145
50 SHARES AON PLC 19,781 17,644
126 SHARES BOSTON SCIENTIFIC CORP 13,088 12,014
106 SHARES BROADCOM INC 33,198 36,687
23 SHARES IDEXX LABS 10,051 15,560
28 SHARES INTITIVE SURGIVAL INC 15,249 15,858
148 SHARES NVIDIA CORP 26,261 27,602
199 SHARES STARBUCKS 19,640 16,758
29 SHARES SYNOPSYS INC 14,426 13,622
102 SHARES UBER TECHNOLOGIES 10,343 8,334
194 SHARES ARM HOLDINGS 26,917 21,206
263 SHARES ATI INC 20,145 30,182
46 SHARES CAPITAL ONE FINL 9,537 11,149
296 SHARES COSTAR GROUP 22,582 19,903
15 SHARES FAIR ISAAC CORP 23,191 25,359
26 SHARES GE VERNOVA 7,949 16,993
142 SHARES INTERNATIONAL FLAVORS 8,754 9,569
29 SHARES INTUIT 12,799 19,210
93 SHARES MICROSOFT CORP 20,766 44,977
54 SHARES TENET HEALTHCARE 8,884 10,731

TY 2025 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
MISCELLANEOUS RECEIVABLE 10,000 0 0


TY 2025 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 23,641 11,820   11,821
ADR FEES 106 53   53
FILING FEES 225 112   113


TY 2025 OtherLiabilitiesSchedule
Name:
STELLA & DOLPHI GOREN FOUNDATION
EIN:
84-2470597
Description Beginning of Year - Book Value End of Year - Book Value
MISCELLANEOUS PAYABLE 35,000 0


TY 2025 TaxesSchedule
Name:
STELLA & DOLPHI GOREN FOUNDATION
EIN:
84-2470597
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN WITHHOLDING TAXES 474 237   237