THE JOAN DALIANIS FOUNDATION INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE JOAN DALIANIS FOUNDATION INC (EIN 13-3844327)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-02-10
- IRS object ID
- 202440419349300904
- Schema version
- 2023v4.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-10T09:38:28-08:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 274463753 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Perry Ptashnik CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 W 38th St 9th Fl | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133844327 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOAN DALIANIS FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | CO CHARLES G DELANEY-PRSIDENT | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOAN | BusinessNameControlTxt |
| Phone | 7322086517 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4126 SAPPHIRE STREET | AddressLine1Txt |
| City | WESTON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33331 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES G DELANEY | PersonNm |
| Person Title | PRES & DIR | PersonTitleTxt |
| Signature | 2024-02-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHARLES G | PersonFirstNm |
| Person Last | DELANEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PERRY PTASHNIK CPA | PreparerPersonNm |
| PTIN | P00718513 | PTIN |
| Phone | 2129448200 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | CHARLES G DELANEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4126 SAPPHIRE STREET | AddressLine1Txt |
| City | WESTON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33331 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $29,018 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JDFI.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1996 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO PRESERVE AND ADVANCE THE HERITAGE, CULTURE, EDUCATIONAL ACHIEVEMENTS AND GENERAL WELFARE OF AMERICANS OF GREEK ANCESTRY, PRIMARILY THROUGH GRANT MAKING TO OTHER EXEMPT ORGANIZATIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $8,229 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,215 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $13,088 | PYInvestmentIncomeAmt |
| CY Investment Income | $23,803 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $21,317 | PYTotalRevenueAmt |
| CY Total Revenue | $29,018 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $19,810 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $19,965 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,000 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,000 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,550 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,865 | PYOtherExpensesAmt |
| CY Other Expenses | $9,745 | CYOtherExpensesAmt |
| PY Total Expenses | $33,675 | PYTotalExpensesAmt |
| CY Total Expenses | $35,710 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$12,358 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$6,692 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $734,891 | TotalAssetsBOYAmt |
| Total Assets EOY | $774,497 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $18,375 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,250 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $716,516 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $768,247 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PRESERVE & ADVANCE THE HERITAGE, CULTURE, EDUCATIONAL ACHIEVEMENTS AND GENERAL WELFARE OF AMERICANS OF GREEK ANCESTRY, PRIMARILY THROUGH GRANT MAKING TO OTHER EXEMPT ORGANIZATIONS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $26,665 | ExpenseAmt |
| Grant | $19,965 | GrantAmt |
| Desc | DURING CALENDAR YEAR 2023, THE FOUNDATION PROVIDED MONETARY SUPPORT TO SEVEN (6) OPERATING PUBLIC CHARITIES (DISCLOSED ON SCHEDULE "O")PROVIDING PROGRAMS & SERVICES IN FURTHERANCE OF THE FOUNDATION'S MISSION, AS FOLLOWS:-ADVANCING THE ACHIEVMENTS OF AMERICANS OF GREEK HERITGAGE (1 CHARITY)-SUPPORT FOR HIGHER EDUCATION (1 CHARITY)-SUPPORT FOR MEDICAL RESEARCH SEEKING TO OVARIAN CANCER (1 CHARITY)-FOOD BANK (2 CHARITIES)-AFFORDABLE HOUSING (1 CHARITY) | Desc |
| Total Program Service Expenses | $26,665 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | false | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES G DELANEY | PersonNm |
| Phone | 7322086517 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4126 SAPPHIRE STREET | AddressLine1Txt |
| City | WESTON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33331 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| CHARLES G DELANEY | |||||||
| PRES & DIR | 10.00 | 0.00 | Yes (X) | Yes (X) | $6,000 | $0 | $0 |
| LORI DELANEY PESETSKY | |||||||
| VICE PRES & DIR | 1.50 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PETER CAREY | |||||||
| TREAS & DIR | 3.50 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRIAN MAGORY | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ANTHONY J CATANESE | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JANICE LABOVITES | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $6,000 | TotalReportableCompFromOrgAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NONE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $5,215 | AllOtherContributionsAmt |
| Total Contributions | $5,215 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,803 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $23,803 | RelatedOrExemptFuncIncomeAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,018 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $23,803 | RelatedOrExemptFuncIncomeAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,965 | TotalAmt |
| Program Services | $19,965 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,000 | TotalAmt |
| Program Services | $3,500 | ProgramServicesAmt |
| Management And General | $1,500 | ManagementAndGeneralAmt |
| Fundraising | $1,000 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,000 | TotalAmt |
| Program Services | $1,700 | ProgramServicesAmt |
| Management And General | $2,500 | ManagementAndGeneralAmt |
| Fundraising | $800 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,500 | TotalAmt |
| Program Services | $1,500 | ProgramServicesAmt |
| Management And General | $2,250 | ManagementAndGeneralAmt |
| Fundraising | $750 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| FILING FEE: NY STATE | $125 | $125 |
| Postage and Shipping | $120 | $120 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,710 | TotalAmt |
| Program Services | $26,665 | ProgramServicesAmt |
| Management And General | $6,495 | ManagementAndGeneralAmt |
| Fundraising | $2,550 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $170,998 | BOYAmt |
| EOY | $149,916 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $563,893 | BOYAmt |
| EOY | $624,581 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $734,891 | BOYAmt |
| EOY | $774,497 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,375 | BOYAmt |
| EOY | $6,250 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,375 | BOYAmt |
| EOY | $6,250 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $716,516 | BOYAmt |
| EOY | $768,247 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $716,516 | BOYAmt |
| EOY | $768,247 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $734,891 | BOYAmt |
| EOY | $774,497 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$6,692 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $58,423 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,450 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,052 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,702 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,229 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,000 | CurrentTaxYearAmt |
| Total | $35,433 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,450 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,052 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,702 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,229 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,000 | CurrentTaxYearAmt |
| Total | $35,433 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $35,433 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,358 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,876 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,466 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,088 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,803 | CurrentTaxYearAmt |
| Total | $90,591 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $126,024 | TotalSupportAmt |
| Public Support CY170 | 0.28120 | PublicSupportCY170Pct |
| Public Support PY170 | 0.30240 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Facts And Circumstances Test | Current Year Facts and Circumstances: THE FOUNDATION MAINTAINS A CONTINOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC, COMMUNITY, MEMBERSHIP GROUP INVOLVED, GOVERNMENTAL UNITS, OR OTHER PUBLIC CHARITIES. THE FOUNDATION HAS A GOVERNING BODY THAT REPRESENTS THE BROAD INTERESTS OF THE PUBLIC AND THE FOUNDATION GENERALLY PROVIDES FACILITIES OR SERVICES DIRECLTY FOR THE BENEFIT OF THE GENERAL PUBLIC ON A CONTINUING BASIS. | FactsAndCircumstancesTestTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AHEPA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 909 Q STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20009 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 521389566 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $10,215 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | STUDENT SCHOLARSHIPS | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Additional Supplemental Information | FormAndLineReferenceDesc |
| Explanation | PT 1 LINE 2: 1. DUE DILIGENCT REVIEW OF GRANTEE'S PROGRAMS PRIOR TO AWARDING GRANTPT LUNE 2: 2. WRITTEN ACKNOWLEDGEMENT FROM GRANTEE CHARITY IN WHICH THEY CONFIRM:PT 1l LINE 2: (I) MONETARY RECEIPT OF GRANT FUNDING AND (II) APPLICATION OF GRANT FUNDING IN CONFORMITY WITH TERMS OF GRANTPT 1 LINE 2: 3. WRITTEN PROGRESS REPORT FROM GRANTEE AS TO PROGRAM ACCOMPLISHMENTSPT 1 LINE 2: 4. ON-SITE VISITATIONS AND DOCUMENT REVIEW TO CONFIRM PROPER USE OF GRANT FUNDS AND PROGRAM ACCOMPLISHMENTS RESULTING FROM GRANT AWARD | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 2 | CHARLES G. DELANEY, FOUNDATION PRESIDENT AND LORI DELANEY PESETSKY, FOUNDATION VICE PRESIDENT AND JANICE LABOVITES, FOUNDATION DIRECTOR HAVE A FAMILY RELATIONSHIP. |
| Form 990, Part VI, Section B, Line 11b | PRIOR TO FILING, A DRAFT OF THE FORM 990 IS DISTRIBUTED TO EACH MEMEBR OF THE FOUNDATION'S BOARD OF DIRECTORS FOR REVIEW AND COMMENT. |
| Form 990, Part VI, Section C, Line 19 | No documents available to the public. |
| PART VI, LINE 8B | THE BOARD OF DIRECTORS IS THE GOVERNING BODY OF THE FOUNDATION. THERE ARE NO COMMITTEES AUTHORIZED OT ACT ON BEHALF OF THE FOUNDATION'S BOARD OF DIRECTORS. |
| PT III, LINE 4A | DURING CALENDER YEAR 2023 THE FOUNDATION MADE CHARITABLE GRANTS IN THE TOTAL SUM OF $19,965. THESE GRANTS WERE MADE IN FURTHERANCE OF THR FOUNDATIONS MISSION, TO SIX (6) OPERATING PUBLIC CHARITIES. A DETAILED SCHEDULE DISCLOSING ALL GRANT RECIPIENTS, WITH AMOUNT OF GRANT, IS ATTACHED ON PART 3 OF THIS SCHEDULE 0. |
| PT III, LINE 4A | GRANTEE CHARITY TIN CHARITABLE PURPOSE MONETARY GRANTAMERICAN HELLENIC 52-1389566 SCHOLARSHIP SUPPORT $10,215 EDUCATIONAL PROGRESS, TO A WIDE VARIETY OF ASSOCIATION (AHEPA) DESERVING STUDENTS; 909 Q STREET NW SEMINARIANS, HIGH WASHINGTON DC 20009 SCHOOL SENIOR, COLLEGE & POSTGRADCOMMUNITY FOOD BANK 22-2423882 FOOD DISTRIBUTION TO $1,500 OF NEW JERSEY THE NEEDY31 EVANS TERMINAL RDHILLSIDE NJ 07205KALEIDOSCOPE OF HOPE 22-3744037 MEDICAL RESEARCH $250PO BOX 1124 SEEKING TO ERADICATEMADISON NJ 07940 OVARIAN CANCERBROWARD COLLEGE 23-7181959 SUPPORT FOR HIGHER $2,500FOUNDATION EDUCTATION110 E BROWARD BLVDFORT LAUDERDALE FL 33301MORRIS HABITAT FOR 22-2675802 AFFORDABLE HOUSING $5,000HUMMANITY274 S SALEM ST STE 100RANDOLPH NJ 07869FEEDING HANDS 47-2253408 FOOD PANTRY $500186 US-206HILLSBOROUGH TWP NJ 08844 |
| PT VI, LINE 12C | THE FOUNDATION HAS A WRITTEN CONFLICT OF INTEREST POLICY THAT REQUIRES EACH OFFICER/DIRECTOR TO ANNUALLY CONFIRM IN WRITING THAT HE/SHE IS IN COMPLIANCE WITH EACH POLICY. FURTHERMORE EACH OFFICER/DIRECTOR IS REQUIRED TO ANNUALLY DISCLOSE, IN WRITING, ANY CONNECTION HE/SHE OR A FAMILY MEMBER MAY HAVE WITH ANY ENTITY ASSOCIATED WITH THE FOUNDATION THAT COULD GIVE RISE TO A CONFLICT OF INTEREST. |
| PT VI, LINE 19 | 1. THE JOAN DALIANIS FOUNDATION MAKES AVAILABLE FOR PUBLIC INSPECTION AND WITHOUT CHARGE, AT THE PRINCIPAL OFFICE OF THE FOUNDATION, COPIES OF THE FOLLOWING DOCUMENTS: I. FORM 1023 WITH ATTACHMENTS: APPLICATION FOR TAX EXEMPTION; AND 11. FORM 990: ANNUAL INFORMATION RETURN (CURRENT AND PRIOR 3 YEARS); AND 111. FINANCIAL STATEMENTS (CURRENT AND PRIOR 3 YEARS); AND IV. GOVERNING DOCUMENTS: ARTICLES OF INCORPORATION, BYLAWS, CONFLICT OF INTEREST & WISTLEBLOWER POLICIES.2. ALSO. COPIES OF THESE DOCUMENTS MAY BE OBTAINED BY WRITTEN REQUEST ADDRESSED TO THE FOUNDATION'S PRINCIPAL OFFICE. 3. IN ADDITION, THE FOUNDATION PLACES A NOTICE IN THE HELLENIC NEWS (THE LARGEST AND MOST WIDELY READ ENGLISH NEWSPAPER DEDICATED TO HELLENIC (GREEK) AMERICANS THROUGHOUT THE UNITED STATES) INFORMING ALL INTERESTED PARTIES THAT THE DOCUMENTS REFERRED TO ABOVE ARE AVAILABLE FOR PUBLIC INSPECTION AND/OR COPY. |
| PT XI, LINE 5 | REPRESENTS THE NET INCREASE IN THE FAIR MARKET VALUE OF MARKETABLE SECURITIES. THE CARRYING BASIS OF MARKETEABLE SECURITIES ARE ADJUSTED ANNUALLY TO REFLECT FAIR MARKET VALUE. |