First Brokers Good Samaritan Fund
MONTVALE, NJ EIN: 13-7298341
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$40K
-17.4% YoY
Annual Giving
$13K
+0.0% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$4K
+0.0% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $39,561 | $47,867 | $55,205 |
| Revenue | $10,711 | $11,146 | $22,291 |
| Expenses | $19,017 | $18,484 | $42,277 |
| Qualifying Distributions | $12,500 | $12,500 | $36,979 |
| Net Investment Income | $2,273 | $2,739 | $539 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
12 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does First Brokers Good Samaritan Fund fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ANDREW J O'KEEFE | DISTRIBUTIVE TRUSTEE | 1 | — |
| ROBERT F CUDEQUEST | ADM/DISTRIB TRUSTEE | 1 | — |
| SCOTT DUDLEY | DISTRIBUTIVE TRUSTEE | 1 | — |
| TIMOTHY E LANE | DISTRIBUTIVE TRUSTEE | 1 | — |
| JOHN J CORCORAN | DISTRIBUTIVE TRUSTEE | 1 | — |
| DEE LIPKA JONES | DISTRIBUTIVE TRUSTEE | 1 | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
New Jersey $35K (46%)
New York $29K (38%)
Massachusetts $10K (13%)
Pennsylvania $2K (3%)
Cities
BostonBrooklynEastonMontvaleNew YorkRed BankSouth BeachWayneWesttown
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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