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
LUCILE AND MAURICE POLLAK FUND
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 357
  Room/suite
City or town
MANAHAWKIN
State or province
NJ
Country  
ZIP or foreign postal code
08050
A Employer identification number

22-6051671
B Telephone number (see instructions)

6099788718
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)$4,956,212J 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 35,074 35,074  
4 Dividends and interest from securities... 65,175 63,440  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 544,880
b Gross sales price for all assets on line 6a 1,772,729
7 Capital gain net income (from Part IV, line 2)... 544,880
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........ 645,129 643,394  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 68,852 18,473   50,379
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 3,519 2,815   704
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,350 0   4,350
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
27,551 27,551   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
6,679 2,511   4,168
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
13,216 5,170   8,046
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 124,167 56,520   67,647
25 Contributions, gifts, grants paid....... 166,000 166,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 290,167 56,520   233,647
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 354,962
b Net investment income (if negative, enter -0-) 586,874
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............. 15,297 23,661 23,661
2 Savings and temporary cash investments......... 86,506 211,451 211,451
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) 345,340 Click to see attachment
List of Attached Documents:
// Content
323,048 		325,015
b Investments—corporate stock (attach schedule)....... 1,056,336 Click to see attachment
List of Attached Documents:
// Content
644,163 		1,711,662
c Investments—corporate bonds (attach schedule)....... 553,264 Click to see attachment
List of Attached Documents:
// Content
659,908 		657,022
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 925,663 Click to see attachment
List of Attached Documents:
// Content
1,475,235 		2,027,401
14 Land, buildings, and equipment: basis 3,556
Less: accumulated depreciation (attach schedule) 3,556      
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
2,769 		Click to see attachment
List of Attached Documents:
// Content
2,671 		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) 2,985,175 3,340,137 4,956,212
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 )    
23 Total liabilities (add lines 17 through 22)......... 0 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........ 5,943,437 5,943,437
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds -2,958,262 -2,603,300
29 Total net assets or fund balances (see instructions)..... 2,985,175 3,340,137
30 Total liabilities and net assets/fund balances (see instructions). 2,985,175 3,340,137
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
2,985,175
2
Enter amount from Part I, line 27a .....................
2
354,962
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,340,137
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
3,340,137
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 PUBLICLY TRADED SECURITIES P    
b PUBLICLY TRADED SECURITIES P    
c CAPITAL GAINS DIVIDENDS P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 282,185   312,540 -30,355
b 1,459,924   915,309 544,615
c 30,620     30,620
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -30,355
b       544,615
c       30,620
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 544,880
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 8,158
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 8,158
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 8,158
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 7,851
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,541
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 383
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax383 Refunded 11 0
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)
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 ofASH PARSONT LLP Telephone no. (212) 953-1250

Located at122 EAST 42ND STREET SUITE 1507NEW YORKNY ZIP+410168
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
WILLIAM POLLAK MANAGER
0.25 		0 0 0
860 UNITED NATIONS PLAZA
NEW YORK,NY10017
JAMES STERN PRESIDENT
1.00 		0 0 0
5-4 OAK RIDGE DRIVE
MAYNARD,MD01754
PETER STERN MANAGER
0.25 		0 0 0
28233 JEWEL FISH LANE
BONITA SPRINGS,FL34135
JOHN DEB POLLAK MANAGER
0.25 		0 0 0
3234 SEVENTH STREET
BOULDER,CO80304
ROBERT STERN MANAGER
0.25 		0 0 0
124 LAKE SHORE DRIVE
NEW HARTFORD,CT06057
THOMAS POLLAK V-PRESIDENT
1.00 		0 0 0
1855 SPRING VALLEY ROAD
OSSINING,NY10562
STEVEN WALLACH TREASURER
1.00 		0 0 0
13 SEQUOIA PARKWAY
OCEAN,NJ07712
BRIAN POLLAK MANAGER
0.25 		0 0 0
30 MILLSTREAM ROAD
UPPER SADDLE RIVER,NJ07458
STEVEN POLLAK SECRETARY
1.00 		0 0 0
2056 QUAKER RIDGE ROAD
CROTON ON HUDSON,NY10520
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 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
4,666,761
b
Average of monthly cash balances.......................
1b
124,795
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
4,791,556
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
4,791,556
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
71,873
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,719,683
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
235,984
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
235,984
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
8,158
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
8,158
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
227,826
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
227,826
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
227,826
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
233,647
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
233,647
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 7 227,826
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...... 4,850
b From 2021...... 16,512
c From 2022...... 14,832
d From 2023...... 14,303
e From 2024...... 13,516
f Total of lines 3a through e ........ 64,013
4Qualifying distributions for 2025 from Part
XI, line 4: $ 233,647
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) ........ 		0
d Applied to 2025 distributable amount..... 227,826
e Remaining amount distributed out of corpus 5,821
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 69,834
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) ... 		4,850
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		64,984
10 Analysis of line 9:
a Excess from 2021 .... 16,512
b Excess from 2022 .... 14,832
c Excess from 2023 .... 14,303
d Excess from 2024 .... 13,516
e Excess from 2025 .... 5,821
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 e-mail address of the person to whom applications should be addressed:
LUCILE AND MAURICE POLLAK FUND
PO BOX 357
MANAHAWKIN,NJ08050
(609) 978-8718
bThe form in which applications should be submitted and information and materials they should include:
UPON WRITTEN REQUEST AN APPLICATION WILL BE SENT SPECIFYING THE FORM AND INFORMATION THAT SHOULD BE SUBMITTED. PLEASE SEND YOUR APPLICATION REQUEST TO THE ATTENTION OF HENRY POLLAK II, PRESIDENT OR LOIS P. BRODER, VICE-PRESIDENT.
cAny submission deadlines:
NONE, BUT MEETINGS ARE GENERALLY HELD IN MAY AND NOVEMBER EACH YEAR
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANTS IN THE FIELDS OF HEALTH AND EDUCATION FAVORED. JEWISH CHARITIES AND SPECIAL SOCIAL SERVICES ARE EMPHASIZED AND FOCUSED IN MONMOUTH COUNTY, NJ AND WESTCHESTER, NY
Form 990-PF (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

180 TURNING LIVES AROUND

1 BETHANY ROAD BLDG 3 SUITE 42
HAZLET,NJ07730 		NONE   FOR OPERATIONS 1,000

5PLANNED PARENTHOOD OF NO CEN & SO NJ

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

ALICE'S KIDS

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

AMERICAN CANCER SOCIETY

PO BOX 6704
HAGERSTOWN,MD21741 		NONE   FOR OPERATIONS 500

AMERICAN CIVIL LIBERTIES UNION

125 BROAD STREET
NEW YORK,NY10004 		NONE   FOR OPERATIONS 1,750

AMERICAN JEWISH COMMITTEE

PO BOX 7247
PHILADELPHIA,PA19170 		NONE   FOR OPERATIONS 1,000

AMERICARES

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

ANGELA HOSPICE HOME CARE

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

ANTI-DEFAMATION LEAGUE

605 THIRD AVENUE
NEW YORK,NY10158 		NONE   FOR OPERATIONS 2,500

BANTAM LAKE PROTECTIVE ASSOC

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

BETHANY HOUSE OF NO VIRGINIA

6862 ELM STREET 200
MCLEAN,VA22101 		NONE   FOR OPERATIONS 850

BLOOMFIELD HILLS HIGH SCHOOL

4200 ANDOVER ROAD
BLOOMFIELD HILLS,MI48302 		NONE   FOR OPERATIONS 1,000

BOOMER ESIASON FOUNDATION

POB 28819
NEW YORK,NY100878819 		NONE   FOR OPERATIONS 500

BRIDGE HOUSE

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

BRILLIANT DETROIT

5675 LARKIN STREET
DETROIT,MI48210 		NONE   FOR OPERATIONS 1,500

CABRILLO EDUCATION FOUNDATION

PO BOX 354
HALF MOON BAY,CA94019 		NONE   FOR OPERATIONS 700

CAMP SUNSHINE

35 ACADIA ROAD
CASCO,ME04015 		NONE   FOR OPERATIONS 500

CAPITAL CITY RESCUE MISSION

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

CENTER FOR WILDLIFE INC

POB 620
CAPE NEDDICK,ME03902 		NONE   FOR OPERATIONS 500

CENTERS FOR ARTS BONITA SPRINGS

26100 OLD 41 ROAD
BONITA SPRINGS,FL34135 		NONE   FOR OPERATIONS 6,000

CESAR E CHAVEZ SCHOOL

20 CEDAR PLACE
YONKERS,NY10705 		NONE   FOR OPERATIONS 1,000

CHILDREN'S HOSPITAL OF PHILADELPHIA

PO BOX 781352
PHILADELPHIA,PA191781352 		NONE   FOR OPERATIONS 500

COALITION FOR THE HOMELESS

129 FULTON STREET
NEW YORK,NY10038 		NONE   FOR OPERATIONS 1,100

COASTSIDE LAND TRUST

788 MAIN STREET
HALF MOON BAY,CA94019 		NONE   FOR OPERATIONS 400

CONFIKIDS INC

POST OFFICE BOX 71
FOXBORO,MA02035 		NONE   FOR OPERATIONS 500

CONGREGATION KOL AMI

252 SOUNDVIEW AVENUE
WHITE PLAINS,NY10606 		NONE   FOR OPERATIONS 500

CONNECTICUT FOOD BANK

2 RESEARCH PARKWAY
WALLINGFORD,CT06492 		NONE   FOR OPERATIONS 500

CONNECTICUT PUBLIC BROADCASTING

1049 ASYLUM AVENUE
HARTFORD,CT06105 		NONE   FOR OPERATIONS 1,500

CORNELL UNIVERSITY

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

CROTON CARING

POB 221
CROTON ON HUDSON,NY10520 		NONE   FOR OPERATIONS 500

CROTON CORTLANDT FOOD PANTRY

PO BOX 522
CROTONONHUDSON,NY10520 		NONE   FOR OPERATIONS 500

CROTON HARMON BOOSTER CLUB

36 OLD POST RD SO
CROTON ON HUDSON,NY10520 		NONE   FOR OPERATIONS 500

CROTON HARMON UF SCHOOL DIST

10 GERSTEIN STREET
CROTON ON HUDSON,NY10520 		NONE   FOR OPERATIONS 1,000

DEVEREUX ADVANCED BEHAVIORAL HEALTH

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

DIRECT RELIEF

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

DIVIDED SKY FOUNDATION

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

DOCTORS WO BORDERS

40 RECTOR STREET 16TH FLOOR
NEW YORK,NY10006 		NONE   FOR OPERATIONS 5,100

DOE FUND

345 E 102ND STREET 305
NEW YORK,NY10029 		NONE   FOR OPERATIONS 1,000

EARTHJUSTICE

POB 96346
WASHINGTON,DC200777953 		NONE   FOR OPERATIONS 1,000

EDESIA INC

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

ESPERANZA-HOPE FOR THE CHILDREN

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

EVERYTOWN FOR GUN SAFETY

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

FEEDING AMERICA

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

FEEDING WESTCHESTER

200 CLEARBROOK ROAD
ELMSFORD,NY10523 		NONE   FOR OPERATIONS 2,000

FIRST PARISH IN CONCORD

20 LEXINGTON ROAD
CONCORD,MA01742 		NONE   FOR OPERATIONS 500

FOOD BANK OF THE ROCKIES

10700 EAST 45TH AVENUE
DENVER,CO80239 		NONE   FOR OPERATIONS 500

FRIENDS OF BOSTON'S HOMELESS

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

FRIENDS OF MONMOUTH COUNTY PARK SYSTEM

PO BOX 686
LINCROFT,NJ07738 		NONE   FOR OPERATIONS 3,500

FULFILL FORMERLY FOOD BANK OF MONOCEAN CTY

3300 ROUTE 66
NEPTUNE,NJ07753 		NONE   FOR OPERATIONS 3,000

HABITAT FOR HUMANITY INTERNATIONAL

322 W LAMAR STREET
AMERICUS,GA31709 		NONE   FOR OPERATIONS 500

HABITAT FOR HUMANITY MONMOUTH CTY

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

HARRY CHAPIN FOOD BANK

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

HEIFER INTERNATIONAL

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

HIAS

POB 97077
WASHINGTON,DC200907077 		NONE   FOR OPERATIONS 1,000

HIMALAYAN CATARACT PROJECT

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

HOLY NAME OF MARY

114 GRAND STREET
CROTONONHUDSON,NY10520 		NONE   FOR OPERATIONS 500

HOPE HOSPICE

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

HORIZONS FOR HOMELESS CHILDREN

1785 COLUMBUS AVENUE
ROXBURY,MA02119 		NONE   FOR OPERATIONS 500

HUMANE SOCIETY OF NAPLES

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

INTERNATIONAL RESCUE COMM

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

INTL PLANNED PARENTHOOD FEDERATION

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

JBJ SOUL KITCHEN

207 MONMOUTH STREET
RED BANK,NJ07701 		NONE   FOR OPERATIONS 1,000

LEAGUE OF WOMEN VOTERS OF NY

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

LUCKY DOG ANIMAL RESCUE

5159 LANGSTON BOULEVARD
ARLINGTON,VA22207 		NONE   FOR OPERATIONS 800

LUNCH BREAK

121 DRS JAMES PARKER BOULEVARD
RED BANK,NJ07701 		NONE   FOR OPERATIONS 1,500

MASS GENERAL HOSPITAL

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

MENTAL HEALTH ASSOC OF MONMOUTH CTY

106 APPLE ST STE 110
TINTON FALLS,NJ07724 		NONE   FOR OPERATIONS 250

MERCY CORPS

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

MONMOUTH COUNTY SPCA

260 WALL STREET
EATONTOWN,NJ07724 		NONE   FOR OPERATIONS 500

MONMOUTH MEDICAL CTR FOUND

300 SECOND AVENUE
LONG BRANCH,NJ07740 		NONE   FOR OPERATIONS 5,500

MONMOUTH UNIVERSITY

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

MONTEFIORE MT VERNON HOSPITAL

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

MORGAN'S MESSAGE INC

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

NAMI WESTCHESTER INC

100 CLEARBROOK ROAD
ELMSFORD,NY10523 		NONE   FOR OPERATIONS 500

NAT RESOURCES DEFENSE COUNCIL

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

NATIONAL IMMIGRATION LAW CENTER

PO BOX 743013
LOS ANGELES,CA90074 		NONE   FOR OPERATIONS 500

NATIONAL MS SOCIETY

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

NATIONAL NETWORK OF ABORTION FUNDS

9450 SW GEMINI DR PMB 16009
BEAVERTON,OR970087105 		NONE   FOR OPERATIONS 500

NEW ISRAEL FUND

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

NEXTMARK FOUNDATION

1000 CELLAR AVENUE
SCOTCH PLAINS,NJ07076 		NONE   FOR OPERATIONS 4,500

NORTH KINGSTON FOOD PANTRY

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

NORTHWEST CONNECTICUT YMCA

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

NORTHWEST CT COMMUNITY FOUNDATION

33 EAST MAIN STREET
TORRINGTON,CT06790 		NONE   FOR OPERATIONS 500

OPEN DOOR FAMILY MEDICAL CENTER

165 MAIN STREET
OSSINING,NY10562 		NONE   FOR OPERATIONS 500

PACE UNIVERSITY - DYSON COLLEGE OF ARTS & SCIENCES

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

PARKER FAMILY HEALTH CLINIC

211 SHREWSBURY AVENUE
RED BANK,NJ07701 		NONE   FOR OPERATIONS 500

PENINSULA OPEN SPACE TRUST

222 HIGH STREET
PALO ALTO,CA94301 		NONE   FOR OPERATIONS 400

PLANNED PARENT FED OF AMERICA

123 WILLIAM STREET 10TH FL
NEW YORK,NY10038 		NONE   FOR OPERATIONS 4,100

PLANNED PARENTHOOD HUDPECNC

570 TAXTER ROAD 250
ELMSFORD,NY10523 		NONE   FOR OPERATIONS 2,500

REGENTS OF THE UNIVERSITY OF MICHIGAN

777 E EISENHOWER PKWY
ANN ARBOR,MI48108 		NONE   FOR OPERATIONS 1,000

ROOSEVELT HIGH SCHOOL PTSA

631 TUCKAHOE ROAD
YONKERS,NY10710 		NONE   FOR OPERATIONS 1,000

ROSIE'S PLACE

889 HARRISON AVENUE
BOSTON,MA02118 		NONE   FOR OPERATIONS 500

SANDY PAWS RESCUE INC

PO BOX 1772
VINEYARD HAVEN,MA02568 		NONE   FOR OPERATIONS 500

SECOND HARVEST FOOD BANK

4001 NO FIRST STREET
SAN JOSE,CA95134 		NONE   FOR OPERATIONS 1,200

SEEDS OF PEACE

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

SHORE HOUSE

266 BROADWAY
LONG BRANCH,NJ07740 		NONE   FOR OPERATIONS 500

SOLDIER ON FOUNDATION

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

SOUTHERN POVERTY LAW CENTER

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

ST JUDE CHILDREN'S RESEARCH HOSPITAL

501 ST JUDE PLACE
MEMPHIS,TN38105 		NONE   FOR OPERATIONS 500

STANFORD UNIVERSITY

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

STEEP ROCK ASSOCIATION

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

TEATOWN LAKE RESERVATION

1600 SPRING VALLEY ROAD
OSSINING,NY10562 		NONE   FOR OPERATIONS 700

TEMPLE ISRAEL NORTHERN WESTR

31 GLENGARY ROAD
CROTON ON HUDSON,NY10520 		NONE   FOR OPERATIONS 1,000

THE ASHER HOUSE

PO BOX 2159
ESTACADA,OR97023 		NONE   FOR OPERATIONS 1,000

THE BOWERY MISSION

227 BOWERY
NEW YORK,NY10002 		NONE   FOR OPERATIONS 500

THE SMILE TRAIN

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

THE TRUSTEES OF RESERVATIONS

200 HIGH STREET 4TH FLOOR
BOSTON,MA02110 		NONE   FOR OPERATIONS 2,500

TISCH MS RESEARCH CENTER OF NY

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

TUFTS UNIVERSITY

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

UJA FEDERATION OF NEW YORK

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

UPPER HUDSON PLANNED PARENTHOOD

855 CENTRAL AVENUE
ALBANY,NY12206 		NONE   FOR OPERATIONS 600

WATERWHEEL FOUNDATION

POB 4400
BURLINGTON,VT05406 		NONE   FOR OPERATIONS 500

WESTCHESTER PHILHARMONIC

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

WESTERN MASS RABBIT RESCUE INC

76A GOTHIC STREET
NORTHAMPTON,MA01060 		NONE   FOR OPERATIONS 500

WESTR COMMTY COLLEGE FOUNDATION

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

WHITE MEMORIAL CONSERVATION CTR

80 WHITEHALL ROAD
LICHTFIELD,CT06759 		NONE   FOR OPERATIONS 1,000

WNYC RADIO

PO BOX 1550
NEW YORK,NY10116 		NONE   FOR OPERATIONS 500

WORLD CENTRAL KITCHEN

POST OFFICE BOX 96538
WASHINGTON,DC200906538 		NONE   FOR OPERATIONS 2,000

YALE ALUMNI FUND

157 CHURCH STREET 8TH FL
NEW HAVEN,CT065102100 		NONE   FOR OPERATIONS 500
Total ................................. 3a 166,000
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 35,074  
4 Dividends and interest from securities ....     14 65,175  
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 ............ 		    18 544,880  
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) .. 0 645,129 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
645,129
(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:
LUCILE AND MAURICE POLLAK FUND
EIN:
22-6051671
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 4,350 0   4,350

TY 2025 InvestmentsCorpBondsSchedule
Name:
LUCILE AND MAURICE POLLAK FUND
EIN:
22-6051671
Name of Bond End of Year Book Value End of Year Fair Market Value
APPLE INC. DTD 09/11/2019 2.2% 09/11/2029 49,077 47,162
ORACLE CORPORATION DTD 11/09/2017 3.25% 11/15/2027 50,982 48,913
PEPSICO INC DTD 07/18/2022 3.9% 07/18/2032 50,492 49,139
STANFORD UNIVERSITY DTD 03/28/2019 3.089% 05/01/2029 26,079 24,248
UNITEDHEALTH GROUP INC DTD 12/17/2018 3.875% 12/15/2028 25,379 24,981
WALMART INC DTD 09/22/2021 1.5% 09/22/2028 49,947 47,277
GATX CORP DTD 03/01/2024 5.400% 03/15/2027 49,953 50,712
CIGNA GROUP DTD 02/13/2024 5.250% 02/15/2034 50,223 51,425
PRES & FELLOWS OF HARVAR DTD 03/12/2024 4.609% 02/15/2035 50,000 50,290
SYNCHRONY FINANCIAL DTD 7/29/25 25,039 25,314
WEYERHAUSER DTD 3/30/20 4.0% 48,280 49,314
PUBLIC STORAGE DTD 6/30/25 5.00% 49,778 50,803
COLUMBIA UNIVERSITY DTD 10/9/24 4.355% 46,701 48,926
EXXON MOBIL DTD 8/16/19 2.995% 40,654 40,012
JOHNSON & JOHNSON DTD 8/17/10 4.50% 47,324 48,506

TY 2025 InvestmentsCorpStockSchedule
Name:
LUCILE AND MAURICE POLLAK FUND
EIN:
22-6051671
Name of Stock End of Year Book Value End of Year Fair Market Value
ADOBE INC 29,374 27,999
ALPHABET INC CL A 4,707 71,877
AMAZON,COM INC 12,918 75,247
APPLE INC 1,394 103,307
AUTOZONE INC 6,123 54,264
BLACKROCK INC 15,178 42,814
BLACKSTONE INC 5,873 52,716
BUILDERS FIRSTSOURCE INC 13,974 32,622
CBRE GROUP INC 8,926 54,990
CDW CORP 21,673 28,874
CHUBB LTD 6,395 49,939
EOG RES INC 43,207 36,333
HOME DEPOT INC 12,014 50,583
JP MORGAN CHASE & CO 29,484 73,144
MASTERCARD INC CL A 1,944 69,076
MICROSOFT CORP 6,961 99,142
MORGAN STANLEY 20,221 84,327
THERMO FISHER SCIENTIFIC INC. 12,855 51,671
CROCS INC 38,227 33,524
WILLIAMS COS INC 31,024 53,738
GENERAC HOLDINGS INC 26,467 25,910
NVIDIA CORP 37,979 154,049
ALPHABET INC CL C 38,863 89,119
VIKING HOLDING LTD 41,536 70,339
SHARKNINJA 27,720 31,780
MERCADOLIBRE 25,217 22,159
PROGRESSIVE 43,227 38,940
COMFORT SYSTEMS USA 27,051 72,796
UBER TECHNOLOGIES 29,503 36,443
PUBLIC STORAGE 24,128 23,940

TY 2025 InvestmentsGovtObligationsSch
Name:
LUCILE AND MAURICE POLLAK FUND
EIN:
22-6051671
US Government Securities - End of Year Book Value:

323,048
US Government Securities - End of Year Fair Market Value:

325,015
State & Local Government Securities - End of Year Book Value:


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


0


TY 2025 InvestmentsOtherSchedule2
Name:
LUCILE AND MAURICE POLLAK FUND
EIN:
22-6051671
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
AMERICAN TOWER CORP REIT AT COST 3,954 24,580
ARTISAN INTL VALUE FUND-INS AT COST 151,846 216,719
DFA US SUSTAINABILITY CORE 1 AT COST 246,637 712,175
DOUBLELINE TOTAL RETURN BOND FUND AT COST 38,383 38,656
INFINITY Q DIVERS ALPHA -INST AT COST 48,127 296
PGIM JENNISON HEALTH SCI-Z AT COST 150,000 136,844
VOYA SECURITIZED CREDIT FUND AT COST 99,157 93,533
EATON VANCE INCOME FUND OF BOSTON AT COST 100,000 104,176
PZENA EMERG MKTS VALUE-INST AT COST 100,000 109,012
VANGUARD INTERMEDIATE AT COST 40,000 40,225
ARES CAPITAL AT COST 59,665 61,641
SPDR GOLD MINISHARES AT COST 100,181 126,518
VANGUARD GROWTH FUND AT COST 115,000 121,758
WISDOMTREE JAPAN HEDGED EQ ETF AT COST 82,427 105,381
FULLERTHALER BEHAVIORAL SMALL-CAP EQUITY FUND AT COST 100,000 98,798
BITCOIN TRUST AT COST 39,858 37,089

TY 2025 OtherAssetsSchedule
Name:
LUCILE AND MAURICE POLLAK FUND
EIN:
22-6051671
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
DUE FROM BROKER 2,769 2,671  


TY 2025 OtherExpensesSchedule
Name:
LUCILE AND MAURICE POLLAK FUND
EIN:
22-6051671
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
WORKMEN'S COMP INS 332 89   243
BANK FEES 590 0   590
POSTAGE 317 0   317
UTILITIES 1,519 408   1,111
PAYROLL PROCESSING FEE 2,854 1,141   1,713
INSURANCE 6,322 3,524   2,798
DUES & SUBS 30 8   22
BOARD MEETINGS 1,252 0   1,252


TY 2025 OtherProfessionalFeesSchedule
Name:
LUCILE AND MAURICE POLLAK FUND
EIN:
22-6051671
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORS FEES 27,551 27,551   0


TY 2025 TaxesSchedule
Name:
LUCILE AND MAURICE POLLAK FUND
EIN:
22-6051671
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 5,696 1,528   4,168
FOREIGN TAXES 983 983   0