VICTORIA LOCONSOLO FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- VICTORIA LOCONSOLO FOUNDATION INC (EIN 11-2577394)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202641329349102119
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T10:38:08-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222657957 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATTHEWS PANARIELLO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 95 N STATE ROUTE 17 | AddressLine1Txt |
| City | PARAMUS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07652 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 112577394 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VICTORIA LOCONSOLO FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VICT | BusinessNameControlTxt |
| Phone | 7183321111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2660 CONEY ISLAND AVENUE | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11223 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | REGINA DEDICK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7183321111 | PhoneNum |
| Signature | 2026-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PETER J MANETTA | PreparerPersonNm |
| PTIN | P01438733 | PTIN |
| Phone | 2015432025 | PhoneNum |
| Preparation | 2026-05-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,426,992 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $65,028 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $65,028 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $358,241 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $358,241 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $43,703 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $100,329 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $43,703 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $18,274 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $23,797 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $485,246 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $490,769 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,650 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $7,840 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,305 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $7,334 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $7,334 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $6,884 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,099 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $28,708 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,388 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $573,310 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $573,310 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $602,018 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,388 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $573,310 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$116,772 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $472,381 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $106,967 | CashBOYAmt |
| Cash EOY | $18,770 | CashEOYAmt |
| Cash EOYFMV | $18,770 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,435,411 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,391,728 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,391,728 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,044,536 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,091,048 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,939,528 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $245,291 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $245,980 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $283,938 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,385,851 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,353,758 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,793,028 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,218,056 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,101,284 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,426,992 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,218,056 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,101,284 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,218,056 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,101,284 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,218,056 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,101,284 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,218,056 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$116,772 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,101,284 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,101,284 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| WESTLAKE CHEMICAL PARTNERS LP - GAIN ON DISTRIBUTION IN EXCESS OF BASIS | P | $11,314 | $105 | $11,209 | $11,209 | ||
| CHENIERE ENERGY PARTNERS LP - GAIN ON DISTRIBUTION IN EXCESS OF BASIS | P | $26,320 | $685 | $25,635 | $25,635 | ||
| 1000 SHS ANHEUSER BUSCH INBEV | P | $62,695 | $55,495 | $7,200 | $7,200 | 2023-06-13 | 2025-11-10 |
| NET CAPITAL GAIN FROM PARTNERSHIP - ENERGY TRANSFER LP | P | $33 | -$33 | -$33 | |||
| NET CAPITAL GAIN FROM PARTNERSHIP - MPLX, LP | P | $308 | -$308 | -$308 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $43,703 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,566 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,566 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,566 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $434 | OverpaymentAmt |
| Applied To ES Tax | $434 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7183321111 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2660 CONEY ISLAND AVENUE | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11223 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| REGINA DEDICK | ||||||||
| 209 WILLIAMSBURG DRIVE | SHREWSBURY | NJ | 07702 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| ELIZABETH LOCONSOLO | ||||||||
| 1805 215TH STREET | BAYSIDE | NY | 11360 | SECRETARY/TREASURER/DIRECT | 1.00 | $0 | $0 | $0 |
| ANTOINETTE CHIARO | ||||||||
| 2302 ROCKWOOD AVENUE | BALDWIN | NY | 11510 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ROSEMARIE RIZZO | ||||||||
| 9747 SHORE ROAD | BROOKLYN | NY | 11209 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MARIA CACCESE | ||||||||
| 29 COUNTRY CLUB DRIVE | SHELTER ISLAND HEIGHTS | NY | 11964 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JANET D'AURIA | ||||||||
| 15 WEST LOINES AVENUE | MERRICK | NY | 11566 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JONATHAN CHIARO | ||||||||
| 28 LAIGHT STREET APT 6E | NEW YORK | NY | 10013 | VICE PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| PAUL D'AURIA | ||||||||
| 711 BRIGGS STREET | BELLMORE | NY | 11710 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| WILLIAM M PETRELLA | ||||||||
| 38 VALLEY RD | RANDOLPH | NJ | 07869 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,508,424 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,536,840 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,045,264 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,045,264 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $180,679 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,864,585 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $593,229 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $593,229 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,566 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,566 | TotalTaxAmt |
| Distributable Before Adj | $586,663 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $586,663 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $586,663 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $573,310 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $573,310 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $586,663 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $770 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $770 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $573,310 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $573,310 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $770 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $770 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $12,583 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AVE MARIA UNIVERSITY | |||||||
| 5050 AVE MARIA BOULEVARD | AVE MARIA | FL | 34142 | N/A | PC | FOR GENERAL CHARITABLE PURPOSES | $6,250 |
| BAPTIST HEALTH FOUNDATION | |||||||
| 2815 SSEACREST BLVD | BOYNTON BEACH | FL | 33435 | N/A | PC | FOR GENERAL CHARITABLE PURPOSES | $1,000 |
| CATHOLIC CHARITIES BROOKLYN AND QUEENS | |||||||
| 191 JORALEMON STREET | BROOKLYN | NY | 11201 | N/A | PC | FOR GENERAL CHARITABLE PURPOSES | $16,500 |
| COLUMBUS CITIZENS FOUNDATION | |||||||
| EIGHT EAST 69TH STREET | NEW YORK | NY | 10021 | N/A | PC | FOR GENERAL CHARITABLE PURPOSES | $23,500 |
| CRISTO REY BROOKLYN HIGH SCHOOL | |||||||
| 710 E 37TH ST | BROOKLYN | NY | 11203 | N/A | PC | FOR GENERAL CHARITABLE PURPOSES | $5,000 |
| FONTBONNE HALL ACADEMY | |||||||
| 9901 SHORE ROAD | BROOKLYN | NY | 11209 | N/A | PC | FOR GENERAL CHARITABLE PURPOSES | $16,600 |
| FORDHAM UNIVERSITY | |||||||
| 45 COLUMBUS AVENUE 8TH FLOOR | NEW YORK | NY | 10023 | N/A | PC | FOR GENERAL CHARITABLE PURPOSES | $2,500 |
| FUTURES IN EDUCATION | |||||||
| 243 PROSPECT PARK WEST | BROOKLYN | NY | 11215 | N/A | PC | FOR GENERAL CHARITABLE PURPOSES | $345,000 |
| HELLEN KELLER SOCIETY FOR THE BLIND | |||||||
| 180 LIVINGSTON STREET | BROOKLYN | NY | 11201 | N/A | PC | FOR GENERAL CHARITABLE PURPOSES | $1,000 |
| JUPITER MEDICAL CENTER FOUNDATION | |||||||
| 1210 SOUTH OLD DIXIE HIGHWAY | JUPITER | FL | 33458 | N/A | PC | FOR GENERAL CHARITABLE PURPOSES | $10,000 |
| ST JOSEPH CHURCH | |||||||
| 43-19 30TH AVENUE | LONG ISLAND CITY | NY | 11103 | N/A | PC | FOR GENERAL CHARITABLE PURPOSES | $860 |
| SHELTER ISLAND HISTORY MUSEUM | |||||||
| 16 SOUTH FERRY ROAD | SHELTER ISLAND | NY | 11964 | N/A | PC | FOR GENERAL CHARITABLE PURPOSES | $2,600 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | N/A | PC | FOR GENERAL CHARITABLE PURPOSES | $12,500 |
| MERCY FIRST | |||||||
| 241 37TH STREET SUITE 6A UNIT 10 | BROOKLYN | NY | 11232 | N/A | PC | FOR GENERAL CHARITABLE PURPOSES | $5,000 |
| OUR LADY OF MOUNT CARMEL | |||||||
| 275 NORTH 8TH STREET | BROOKLYN | NY | 112235504 | N/A | PC | FOR GENERAL CHARITABLE PURPOSES | $3,000 |
| OUR LADY OF THE HAMPTONS REGIONAL CATHOLIC SCHOOL | |||||||
| 160 NORTH MAIN STREET | SOUTHAMPTON | NY | 11968 | N/A | PC | FOR GENERAL CHARITABLE PURPOSES | $5,000 |
| OUR LADY OF THE ISLE CHURCH CMA | |||||||
| 12 PROSPECT AVE | SHELTER ISLAND HEIGHTS | NY | 11965 | N/A | PC | FOR GENERAL CHARITABLE PURPOSES | $2,000 |
| PETER WESTBROOK FOUNDATION | |||||||
| PO BOX 7554 | NEW YORK | NY | 10116 | N/A | PC | FOR GENERAL CHARITABLE PURPOSES | $2,500 |
| SCO FAMILY OF SERVICES | |||||||
| 2-4 NEVINS STREET | BROOKLYN | NY | 11217 | N/A | PC | FOR GENERAL CHARITABLE PURPOSES | $5,000 |
| SEAMEN'S SOCIETY FOR CHILDREN AND FAMILIES | |||||||
| 50 BAY STREET | STATEN ISLAND | NY | 10301 | N/A | PC | FOR GENERAL CHARITABLE PURPOSES | $5,000 |
| SHELTER ISLAND AMBULANCE FOUNDATION INC | |||||||
| PO BOX 547 | SHELTER ISLAND | NY | 11964 | N/A | PC | FOR GENERAL CHARITABLE PURPOSES | $2,000 |
| SHELTER ISLAND EDUCATIONAL FOUNDATION INC | |||||||
| PO BOX 1950 | SHELTER ISLAND | NY | 119641950 | N/A | PC | FOR GENERAL CHARITABLE PURPOSES | $1,500 |
| SHELTER ISLAND HIGH SCHOOL | |||||||
| PO BOX 2015 | SHELTER ISLAND | NY | 11964 | N/A | PC | FOR GENERAL CHARITABLE PURPOSES | $10,000 |
| ST PATRICK CATHOLIC ACADEMY | |||||||
| 401 97TH STREET | BROOKLYN | NY | 11209 | N/A | PC | FOR GENERAL CHARITABLE PURPOSES | $7,200 |
| SHELTER ISLAND TOWN POLICE BENEVOLENT ASSOCIATION | |||||||
| POST OFFICE BOX 770 | SHELTER ISLAND | NY | 11964 | N/A | PC | FOR GENERAL CHARITABLE PURPOSES | $1,500 |
| SHRINERS HOSPITAL FOR CHILDREN | |||||||
| 2900 ROCKY POINT DRIVE | TAMPA | FL | 33607 | N/A | PC | FOR GENERAL CHARITABLE PURPOSES | $3,000 |
| THE VISCARDI CENTER | |||||||
| 201 IU WILLETS ROAD | ALBERTSON | NY | 11507 | N/A | PC | FOR GENERAL CHARITABLE PURPOSES | $5,000 |
| ANGELS IN EDUCATION INC | |||||||
| 275 NORTH 8TH STREET | BROOKLYN | NY | 11211 | N/A | PC | FOR GENERAL CHARITABLE PURPOSES | $5,000 |
| ST EDMUND PREPARATORY HIGH SCHOOL | |||||||
| 2474 OCEAN AVENUE | BROOKLYN | NY | 11229 | N/A | PC | FOR GENERAL CHARITABLE PURPOSES | $500 |
| ST FRANCIS COLLEGE | |||||||
| 179 LIVINGSTON STREET | BROOKLYN | NY | 11201 | N/A | PC | FOR GENERAL CHARITABLE PURPOSES | $10,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | N/A | PC | FOR GENERAL CHARITABLE PURPOSES | $6,000 |
| ST THOMAS AQUINAS COLLEGE | |||||||
| 125 ROUTE 340 | SPARKILL | NY | 109761050 | N/A | PC | FOR GENERAL CHARITABLE PURPOSES | $21,000 |
| THE MACULA FOUNDATION INC | |||||||
| 210 EAST 64TH STREET | NEW YORK | NY | 10065 | N/A | PC | FOR GENERAL CHARITABLE PURPOSES | $1,000 |
| TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BOULEVARD | STATEN ISLAND | NY | 10306 | N/A | PC | FOR GENERAL CHARITABLE PURPOSES | $22,000 |
| SHELTER ISLAND PRESCHOOL | |||||||
| PO BOX 1095 | SHELTER ISLAND HEIGHTS | NY | 11965 | N/A | PC | FOR GENERAL CHARITABLE PURPOSES | $1,800 |
| WEILL CORNELL MEDICAL COLLEGE | |||||||
| 1300 YORK AVENUE BOX 314 | NEW YORK | NY | 10065 | N/A | PC | FOR GENERAL CHARITABLE PURPOSES | $2,500 |
| CATHOLIC FOUNDATION FOR BROOKLYN AND QUEENS | |||||||
| 243 PROSPECT PARK WEST | BROOKLYN | NY | 11215 | N/A | PC | FOR GENERAL CHARITABLE PURPOSES | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $573,310 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $65,028 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $358,241 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,274 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $43,703 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $485,246 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $485,246 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,650 | Amt |
| Net Investment Income | $6,650 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | $250,000 ALLY FINANCIAL INC SENIOR NOTES 8% | BondNm |
| EOY Book Value | $245,980 | EOYBookValueAmt |
| EOYFMV | $283,938 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (29 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 10,000 SHS ALLIANT ENERGY CORP. | $332,638 | $650,100 |
| 3,500 SHS AT&T INC. | $92,092 | $86,940 |
| 4,500 SHS BRISTOL MYERS SQUIBB | $154,105 | $242,730 |
| 6,000 SHS CONSOLIDATED EDISON, INC. | $196,005 | $595,920 |
| 3,495 SHS GENERAL MOTORS CO | $284,891 | $284,213 |
| 4,000 SHS ROYAL DUTCH SHELL | $190,643 | $293,920 |
| 8,750 SHS ANNALY CAPITAL MANAGEMENT INC. | $333,695 | $195,650 |
| 10,000 SHS XCEL ENERGY INC. | $266,150 | $738,600 |
| 29,000 SHS SFL CORP LTD | $422,985 | $226,490 |
| 2,000 SHS BANK OF NOVA SCOTIA | $117,664 | $147,380 |
| 5,000 SHS EXELON CORPORATION | $114,025 | $217,950 |
| 4,000 SHS FORD MOTOR COMPANY | $36,714 | $52,480 |
| 8,000 SHS PFIZER INCORPORATED | $227,546 | $199,200 |
| 3,000 SHS SOUTHERN COMPANY | $144,194 | $261,600 |
| 620 SHS VIATRIS INC | $7,841 | $7,719 |
| 5,000 SHS BOSTON SCIENTIFIC CORP | $33,052 | $476,750 |
| 3,000 SHS MICROSOFT CORP | $54,227 | $1,450,860 |
| 1,000 SHS APPLE INC | $143,985 | $271,860 |
| 1,000 SHS BOEING COMPANY | $203,155 | $217,120 |
| 1,000 SHS WALT DISNEY CO | $156,655 | $113,770 |
| 1,972 SHS FRANKLIN BSP REALTY TRUST INC | $34,017 | $19,779 |
| 40,000 SHS LLOYDS BANKING GROUP PLC | $93,400 | $212,000 |
| 3,950 LUMEN TECHNOLOGIES INC | $51,943 | $30,692 |
| 5,000 SHS BAYER A G | $73,505 | $54,100 |
| 1,666 SHS CONSTELLATION ENERGY CORP | $48,015 | $588,548 |
| 846 SHS WARNER BROS DISCOVERY INC | $28,825 | $24,382 |
| 2,500 SHS INTEL CORP | $74,345 | $92,250 |
| 2,500 SHS KENVUE INC | $52,379 | $43,125 |
| 10,000 SHS AES CORP. | $122,357 | $143,400 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 52,563 SHS ADAMS DIVERSIFIED EQUITY FUND | AT COST | $681,552 | $1,225,769 |
| 10,000 SHS COHEN & STEERS INFRASTRUCTURE FUND INC. | AT COST | $193,022 | $241,100 |
| 22,000 UNITS NORTH EUROPEAN OIL ROYALTY TRUST | AT COST | $73,881 | $144,760 |
| 4,000 UNITS ENERGY TRANSFER LP | AT COST | $17,575 | $65,960 |
| 1,666 SHS MIDCAP FINANCIAL INVESTMENT CORP | AT COST | $23,016 | $19,059 |
| 7,000 SHS REAVES UTILITY INCOME FUND | AT COST | $244,215 | $256,060 |
| 4,000 UNITS MPLX LP | AT COST | $46,541 | $213,480 |
| 10,000 SHS NEUBERGER BERMAN ENERGY INFRASTRUCTURE & INCOME FUND | AT COST | $73,956 | $85,000 |
| 8,000 UNITS CHENIERIE ENERGY PARTNERS LP | AT COST | $0 | $427,840 |
| 6,000 UNITS WESTLAKE CHEMICAL PARTNERS LP | AT COST | $0 | $114,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NEW YORK STATE FILING FEE | $750 | $750 | $0 |
| ROYALTY TRUST EXPENSE | $2,046 | $2,046 | $0 |
| NONDEDUCTIBLE EXPENSES | $79 | $0 | $0 |
| PASS THROUGH PTP LOSSES AND EXPENSES - ENERGY TRANSFER LP | $2,749 | $0 | $0 |
| ADR FEES | $303 | $303 | $0 |
| ADMINISTRATIVE EXPENSES | $957 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ROYALTY INCOME - NORTH EUROPEAN OIL ROYALTY TRUST | $23,797 | $23,797 | $23,797 |
| PASS THROUGH PTP INCOME - MPLX LP | -$5,570 | $0 | -$5,570 |
| PASS THROUGH PTP INCOME - ENERGY TRANSFER LP | $47 | $0 | $47 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $6,535 | $0 | $0 |
| FOREIGN WITHHOLDING TAXES | $1,305 | $1,305 | $0 |