STRATEGY STUDIO / PUBLIC DATA EXPLORER

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

FieldValueIRS element (for citing)
Return2024-02-10T09:38:28-08:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN274463753PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Perry Ptashnik CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line121 W 38th St 9th FlAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133844327EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE JOAN DALIANIS FOUNDATION INCBusinessNameLine1Txt
Business Name Line2CO CHARLES G DELANEY-PRSIDENTBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJOANBusinessNameControlTxt
Phone7322086517PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14126 SAPPHIRE STREETAddressLine1Txt
CityWESTONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33331ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHARLES G DELANEYPersonNm
Person TitlePRES & DIRPersonTitleTxt
Signature2024-02-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCHARLES GPersonFirstNm
Person LastDELANEYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPERRY PTASHNIK CPAPreparerPersonNm
PTINP00718513PTIN
Phone2129448200PhoneNum
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerCHARLES G DELANEYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14126 SAPPHIRE STREETAddressLine1Txt
CityWESTONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33331ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$29,018GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.JDFI.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1996FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionTO 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 Body6VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$8,229PYContributionsGrantsAmt
CY Contributions Grants$5,215CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$13,088PYInvestmentIncomeAmt
CY Investment Income$23,803CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$21,317PYTotalRevenueAmt
CY Total Revenue$29,018CYTotalRevenueAmt
PY Grants And Similar Paid$19,810PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$19,965CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$6,000PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$6,000CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$2,550CYTotalFundraisingExpenseAmt
PY Other Expenses$7,865PYOtherExpensesAmt
CY Other Expenses$9,745CYOtherExpensesAmt
PY Total Expenses$33,675PYTotalExpensesAmt
CY Total Expenses$35,710CYTotalExpensesAmt
PY Revenues Less Expenses-$12,358PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$6,692CYRevenuesLessExpensesAmt
Total Assets BOY$734,891TotalAssetsBOYAmt
Total Assets EOY$774,497TotalAssetsEOYAmt
Total Liabilities BOY$18,375TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,250TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$716,516NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$768,247NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO 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 SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$26,665ExpenseAmt
Grant$19,965GrantAmt
DescDURING 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$26,665TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Form8282 Filed0Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesfalseMinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonCHARLES G DELANEYPersonNm
Phone7322086517PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14126 SAPPHIRE STREETAddressLine1Txt
CityWESTONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33331ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
CHARLES G DELANEY
PRES & DIR10.000.00Yes (X)Yes (X)$6,000$0$0
LORI DELANEY PESETSKY
VICE PRES & DIR1.500.00Yes (X)Yes (X)$0$0$0
PETER CAREY
TREAS & DIR3.500.00Yes (X)Yes (X)$0$0$0
BRIAN MAGORY
DIRECTOR1.000.00Yes (X)$0$0$0
ANTHONY J CATANESE
DIRECTOR1.000.00Yes (X)$0$0$0
JANICE LABOVITES
DIRECTOR1.000.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$6,000TotalReportableCompFromOrgAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NONEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$5,215AllOtherContributionsAmt
Total Contributions$5,215TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$23,803TotalRevenueColumnAmt
Related Or Exempt Func Income$23,803RelatedOrExemptFuncIncomeAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$29,018TotalRevenueColumnAmt
Related Or Exempt Func Income$23,803RelatedOrExemptFuncIncomeAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$19,965TotalAmt
Program Services$19,965ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$6,000TotalAmt
Program Services$3,500ProgramServicesAmt
Management And General$1,500ManagementAndGeneralAmt
Fundraising$1,000FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$5,000TotalAmt
Program Services$1,700ProgramServicesAmt
Management And General$2,500ManagementAndGeneralAmt
Fundraising$800FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$4,500TotalAmt
Program Services$1,500ProgramServicesAmt
Management And General$2,250ManagementAndGeneralAmt
Fundraising$750FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
FILING FEE: NY STATE$125$125
Postage and Shipping$120$120

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$35,710TotalAmt
Program Services$26,665ProgramServicesAmt
Management And General$6,495ManagementAndGeneralAmt
Fundraising$2,550FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$170,998BOYAmt
EOY$149,916EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$563,893BOYAmt
EOY$624,581EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$734,891BOYAmt
EOY$774,497EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$18,375BOYAmt
EOY$6,250EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$18,375BOYAmt
EOY$6,250EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$716,516BOYAmt
EOY$768,247EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$716,516BOYAmt
EOY$768,247EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$734,891BOYAmt
EOY$774,497EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$6,692ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$58,423NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,450CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,052CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,702CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,229CurrentTaxYearMinus1YearAmt
Current Tax Year$5,000CurrentTaxYearAmt
Total$35,433TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,450CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,052CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,702CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,229CurrentTaxYearMinus1YearAmt
Current Tax Year$5,000CurrentTaxYearAmt
Total$35,433TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$35,433PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$18,358CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$17,876CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$17,466CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$13,088CurrentTaxYearMinus1YearAmt
Current Tax Year$23,803CurrentTaxYearAmt
Total$90,591TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$126,024TotalSupportAmt
Public Support CY1700.28120PublicSupportCY170Pct
Public Support PY1700.30240PublicSupportPY170Pct
Ten Pct Facts Crcmstncs Test CYYes (X)TenPctFactsCrcmstncsTestCYInd
Facts And Circumstances TestCurrent 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

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1AHEPABusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1909 Q STREET NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20009ZIPCd
FieldValueIRS element (for citing)
Recipient EIN521389566RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$10,215CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Purpose Of GrantSTUDENT SCHOLARSHIPSPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceAdditional Supplemental InformationFormAndLineReferenceDesc
ExplanationPT 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 AWARDExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, Line 2CHARLES 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 11bPRIOR 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 19No documents available to the public.
PART VI, LINE 8BTHE 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 4ADURING 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 4AGRANTEE 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 12CTHE 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 191. 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 5REPRESENTS 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.