First Brokers Good Samaritan Fund 11292001

Cudequest Robert F Ttee

Montvale, NJ
Tax-exempt since Aug. 2002
EIN: 13-7298341

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$10.7k (2024)

Expenses

$19k (2024)

Total Assets

$39.6k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$10,711

Expenses

$19,017

Net Income

-$8,306

Net Assets

$39,561

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$8,400	78.4%
Interest Revenue	$2,311	21.6%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,500	65.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$39,561
Total Liabilities	$0
Net Assets	$39,561

Compensation

Key Employees and Officers	Compensation	Other
Andrew J O'keefe (Distributive Trustee)	$0	$0
Robert F Cudequest (Adm/Distrib Trustee)	$0	$0
Scott Dudley (Distributive Trustee)	$0	$0
Timothy E Lane (Distributive Trustee)	$0	$0
John J Corcoran (Distributive Trustee)	$0	$0
Dee Lipka Jones (Distributive Trustee)	$0	$0

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990-PF

Filed on May 9, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$11,146

Expenses

$18,484

Net Income

-$7,338

Net Assets

$47,867

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$8,400	75.4%
Interest Revenue	$2,746	24.6%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,500	67.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$47,867
Total Liabilities	$0
Net Assets	$47,867

Compensation

Key Employees and Officers	Compensation	Other
Andrew J O'keefe (Distributive Trustee)	$0	$0
Robert F Cudequest (Adm/Distrib Trustee)	$0	$0
Scott Dudley (Distributive Trustee)	$0	$0
Timothy E Lane (Distributive Trustee)	$0	$0
John J Corcoran (Distributive Trustee)	$0	$0
Dee Lipka Jones (Distributive Trustee)	$0	$0

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990-PF

Filed on May 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$22,291

Expenses

$42,277

Net Income

-$19,986

Net Assets

$55,205

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$21,750	97.6%
Interest Revenue	$541	2.4%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$36,979	87.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$55,205
Total Liabilities	$0
Net Assets	$55,205

Compensation

Key Employees and Officers	Compensation	Other
Andrew J O'keefe (Distributive Trustee)	$0	$0
Robert F Cudequest (Adm/Distrib Trustee)	$0	$0
Scott Dudley (Distributive Trustee)	$0	$0
Timothy E Lane (Distributive Trustee)	$0	$0
John J Corcoran (Distributive Trustee)	$0	$0
Dee Lipka Jones (Distributive Trustee)	$0	$0

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990-PF

Filed on Aug. 18, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$6,718

Expenses

$4,954

Net Income

$1,764

Net Assets

$75,191

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$6,600	98.2%
Interest Revenue	$118	1.8%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$75,191
Total Liabilities	$0
Net Assets	$75,191

Compensation

Key Employees and Officers	Compensation	Other
Andrew J O'keefe (Distributive Trustee)	$0	$0
Robert F Cudequest (Adm/Distrib Trustee)	$0	$0
Scott Dudley (Distributive Trustee)	$0	$0
Timothy E Lane (Distributive Trustee)	$0	$0
John J Corcoran (Distributive Trustee)	$0	$0
Dee Lipka Jones (Distributive Trustee)	$0	$0

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990-PF

Filed on June 16, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$6,873

Expenses

$19,450

Net Income

-$12,577

Net Assets

$73,426

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$6,700	97.5%
Interest Revenue	$173	2.5%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,700	75.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$73,427
Total Liabilities	$1
Net Assets	$73,426

Compensation

Key Employees and Officers	Compensation	Other
Andrew J O'keefe (Distributive Trustee)	$0	$0
Robert F Cudequest (Adm/Distrib Trustee)	$0	$0
Frank Moretti (Distributive Trustee)	$0	$0
Scott Dudley (Distributive Trustee)	$0	$0
Timothy E Lane (Distributive Trustee)	$0	$0
John J Corcoran (Distributive Trustee)	$0	$0
Dee Lipka Jones (Distributive Trustee)	$0	$0

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990-PF

Filed on March 26, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$17,224

Expenses

$16,628

Net Income

$596

Net Assets

$86,003

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$16,450	95.5%
Interest Revenue	$774	4.5%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,000	72.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$86,004
Total Liabilities	$1
Net Assets	$86,003

Compensation

Key Employees and Officers	Compensation	Other
Andrew J O'keefe (Distributive Trustee)	$0	$0
Robert F Cudequest (Adm/Distrib Trustee)	$0	$0
Frank Moretti (Distributive Trustee)	$0	$0
Scott Dudley (Distributive Trustee)	$0	$0
Timothy E Lane (Distributive Trustee)	$0	$0
John J Corcoran (Distributive Trustee)	$0	$0
Dee Lipka Jones (Distributive Trustee)	$0	$0

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990-PF

Filed on May 7, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$16,484

Expenses

$41,011

Net Income

-$24,527

Net Assets

$85,151

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$15,600	94.6%
Interest Revenue	$884	5.4%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$36,934	90.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$85,151
Total Liabilities	$0
Net Assets	$85,151

Compensation

Key Employees and Officers	Compensation	Other
Andrew J O'keefe (Distributive Trustee)	$0	$0
Robert F Cudequest (Adm/Distrib Trustee)	$0	$0
Frank Moretti (Distributive Trustee)	$0	$0
Scott Dudley (Distributive Trustee)	$0	$0
Timothy E Lane (Distributive Trustee)	$0	$0
John J Corcoran (Distributive Trustee)	$0	$0
Dee Lipka Jones (Distributive Trustee)	$0	$0

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990-PF

Filed on May 15, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$21,720

Expenses

$50,831

Net Income

-$29,111

Net Assets

$109,678

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$21,100	97.1%
Interest Revenue	$620	2.9%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$47,412	93.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$109,678
Total Liabilities	$0
Net Assets	$109,678

Compensation

Key Employees and Officers	Compensation	Other
Andrew J O'keefe (Distributive Trustee)	$0	$0
Robert F Cudequest (Adm/Distrib Trustee)	$0	$0
Frank Moretti (Distributive Trustee)	$0	$0
Scott Dudley (Distributive Trustee)	$0	$0
Timothy E Lane (Distributive Trustee)	$0	$0
John J Corcoran (Distributive Trustee)	$0	$0
Dee Lipka Jones (Distributive Trustee)	$0	$0

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990-PF

Filed on May 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$431

Expenses

$40,787

Net Income

-$40,356

Net Assets

$138,789

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$431	100%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,521	92.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$138,789
Total Liabilities	$0
Net Assets	$138,789

Compensation

Key Employees and Officers	Compensation	Other
Andrew J O'keefe (Distributive Trustee)	$0	$0
Robert F Cudequest (Adm/Distrib Trustee)	$0	$0
Frank Moretti (Distributive Trustee)	$0	$0
Scott Dudley (Distributive Trustee)	$0	$0
Timothy E Lane (Distributive Trustee)	$0	$0
John J Corcoran (Distributive Trustee)	$0	$0
Dee Lipka Jones (Distributive Trustee)	$0	$0

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990-PF

Filed on May 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$10,132

Expenses

$50,251

Net Income

-$40,119

Net Assets

$179,145

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$10,000	98.7%
Interest Revenue	$132	1.3%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,141	87.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$179,145
Total Liabilities	$0
Net Assets	$179,145

Compensation

Key Employees and Officers	Compensation	Other
Andrew J O'keefe (Distributive Trustee)	$0	$0
Robert F Cudequest (Adm/Distrib Trustee)	$0	$0
Frank Moretti (Distributive Trustee)	$0	$0
Scott Dudley (Distributive Trustee)	$0	$0
Timothy E Lane (Distributive Trustee)	$0	$0
John J Corcoran (Distributive Trustee)	$0	$0
Dee Lipka Jones (Distributive Trustee)	$0	$0

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990-PF

Filed on July 27, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Revenue

$50,170

Expenses

$55,114

Net Income

-$4,944

Net Assets

$219,264

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$50,000	99.7%
Interest Revenue	$170	0.3%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$46,500	84.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$219,264
Total Liabilities	$0
Net Assets	$219,264

Compensation

Key Employees and Officers	Compensation	Other
Andrew J O'keefe (Distributive Trustee)	$0	$0
Robert F Cudequest (Adm/Distrib Trustee)	$0	$0
Frank Moretti (Distributive Trustee)	$0	$0
Scott Dudley (Distributive Trustee)	$0	$0
Timothy E Lane (Distributive Trustee)	$0	$0
John J Corcoran (Distributive Trustee)	$0	$0
Dee Lipka Jones (Distributive Trustee)	$0	$0

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990-PF

Filed on Sept. 1, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

PDF (2 of 2)

Fiscal Year Ending Dec.
2013

Revenue

$50,171

Expenses

$56,570

Net Income

-$6,399

Net Assets

$224,208

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$50,000	99.7%
Interest Revenue	$171	0.3%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$46,432	82.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$224,208
Total Liabilities	$0
Net Assets	$224,208

Compensation

Key Employees and Officers	Compensation	Other
Andrew J O'keefe (Distributive Trustee)	$0	$0
Robert F Cudequest (Adm/Distrib Trustee)	$0	$0
Frank Moretti (Distributive Trustee)	$0	$0
Scott Dudley (Distributive Trustee)	$0	$0
Timothy E Lane (Distributive Trustee)	$0	$0
John J Corcoran (Distributive Trustee)	$0	$0
Dee Lipka Jones (Distributive Trustee)	$0	$0

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990-PF

Filed on Nov. 14, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2012

Revenue

$50,191

Expenses

$52,560

Net Income

-$2,369

Net Assets

$230,607

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$50,000	99.6%
Interest Revenue	$191	0.4%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$45,000	85.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$230,607
Total Liabilities	$0
Net Assets	$230,607

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$50,173

Expenses

$108,045

Net Income

-$57,872

Net Assets

$232,976

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$50,000	99.7%
Interest Revenue	$173	0.3%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$93,325	86.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$232,976
Total Liabilities	$0
Net Assets	$232,976

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2002

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2001

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

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Updated January 26, 2026

First Brokers Good Samaritan Fund 11292001

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $10.7k (2024)

Expenses $19k (2024)

Total Assets $39.6k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$10.7k (2024)

Expenses

$19k (2024)

Total Assets

$39.6k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001