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Nonprofit · EIN 13-7298341

FIRST BROKERS GOOD SAMARITAN FUND 11292001

Also known as CUDEQUEST ROBERT F TTEE

Tax-exempt · MONTVALE, NJ 07645

Financials

$11K$18K2023$11K$19K2024$10K$15K2025
Revenue Expenses · by fiscal year end
Financials of FIRST BROKERS GOOD SAMARITAN FUND 11292001 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$9,761$14,766-$5,005$34,556$0$34,556
December 31, 2024990-PF$10,711$19,017-$8,306$39,561$0$39,561
December 31, 2023990-PF$11,146$18,484-$7,338$47,867$0$47,867
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$8,200
Interest
$1,561

Expenses

Grants and similar amounts paid
$7,500
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$7,500
Excise tax on investment income
$21

Balance sheet and other

Total assets, start of year
$39,561
Total assets, end of year
$34,556
Total liabilities, end of year
$0
Net assets, end of year
$34,556
Fair market value of assets
$34,556
Qualifying distributions
$7,500
Net investment income
$1,561

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
ANDREW J O'KEEFE
95 TREADWELL AVENUE, MADISON, NJ 07940
DISTRIBUTIVE TRUSTEE1$0
ROBERT F CUDEQUEST
115 WOODLAND ROAD, MONTVALE, NJ 07645
ADM/DISTRIB TRUSTEE1$0
SCOTT DUDLEY
127 POLPIS RD, NANTUCKET, MA 02554
DISTRIBUTIVE TRUSTEE1$0
TIMOTHY E LANE
15 FAIRVIEW LANE, MONTVALE, NJ 07645
DISTRIBUTIVE TRUSTEE1$0
JOHN J CORCORAN
15 MIDWOOD AVENUE, ALLENDALE, NJ 07401
DISTRIBUTIVE TRUSTEE1$0
DEE LIPKA JONES
18 BIRCH CT, OSSINING, NY 10562
DISTRIBUTIVE TRUSTEE1$0
990-PF for the year ended December 31, 2024: 6 people
NameTitleHours / weekCompensation
ANDREW J O'KEEFE
95 TREADWELL AVENUE, MADISON, NJ 07940
DISTRIBUTIVE TRUSTEE1$0
ROBERT F CUDEQUEST
115 WOODLAND ROAD, MONTVALE, NJ 07645
ADM/DISTRIB TRUSTEE1$0
SCOTT DUDLEY
127 POLPIS RD, NANTUCKET, MA 02554
DISTRIBUTIVE TRUSTEE1$0
TIMOTHY E LANE
15 FAIRVIEW LANE, MONTVALE, NJ 07645
DISTRIBUTIVE TRUSTEE1$0
JOHN J CORCORAN
15 MIDWOOD AVENUE, ALLENDALE, NJ 07401
DISTRIBUTIVE TRUSTEE1$0
DEE LIPKA JONES
18 BIRCH CT, OSSINING, NY 10562
DISTRIBUTIVE TRUSTEE1$0
990-PF for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
ANDREW J O'KEEFE
95 TREADWELL AVENUE, MADISON, NJ 07940
DISTRIBUTIVE TRUSTEE1$0
ROBERT F CUDEQUEST
115 WOODLAND ROAD, MONTVALE, NJ 07645
ADM/DISTRIB TRUSTEE1$0
SCOTT DUDLEY
127 POLPIS RD, NANTUCKET, MA 02554
DISTRIBUTIVE TRUSTEE1$0
TIMOTHY E LANE
15 FAIRVIEW LANE, MONTVALE, NJ 07645
DISTRIBUTIVE TRUSTEE1$0
JOHN J CORCORAN
15 MIDWOOD AVENUE, ALLENDALE, NJ 07401
DISTRIBUTIVE TRUSTEE1$0
DEE LIPKA JONES
18 BIRCH CT, OSSINING, NY 10562
DISTRIBUTIVE TRUSTEE1$0

Address and contacts

Address (IRS master file)
115 WOODLAND RD, MONTVALE, NJ 07645-1331
In care of
% ROBERT F CUDEQUEST
Signed the 990-PF
ROBERT CUDEQUEST, ADM / DIST. TRUSTEE
Phone
(212) 513-4466
Return prepared by
KPMG LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
13-7298341
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2002
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$34,556
Income (IRS master file)
$9,761

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$9,761$14,766$34,556IRS
990-PFDecember 2024$10,711$19,017$39,561IRS
990-PFDecember 2023$11,146$18,484$47,867XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-7298341).

Questions about FIRST BROKERS GOOD SAMARITAN FUND 11292001

What is the EIN of FIRST BROKERS GOOD SAMARITAN FUND 11292001?
The employer identification number (EIN) of FIRST BROKERS GOOD SAMARITAN FUND 11292001 is 13-7298341.
Is FIRST BROKERS GOOD SAMARITAN FUND 11292001 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
Are donations to FIRST BROKERS GOOD SAMARITAN FUND 11292001 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does FIRST BROKERS GOOD SAMARITAN FUND 11292001 file?
Form 990-PF. Private foundations file every year.
When is the next return of FIRST BROKERS GOOD SAMARITAN FUND 11292001 due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did FIRST BROKERS GOOD SAMARITAN FUND 11292001 last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of FIRST BROKERS GOOD SAMARITAN FUND 11292001?
The 990-PF for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
How much revenue does FIRST BROKERS GOOD SAMARITAN FUND 11292001 have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $9,761, expenses of $14,766 and total assets of $34,556 at year end.

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