2025-05-06T07:56:48-07:00 2024-12-31 274463753 Perry Ptashnik CPA 21 W 38th St 9th Fl NEW YORK NY 10018 990 2024-01-01 133844327 THE JOAN DALIANIS FOUNDATION INC CO CHARLES G DELANEY-PRSIDENT JOAN 7322086517 4126 SAPPHIRE STREET WESTON FL 33331 CHARLES G DELANEY PRES & DIR 2025-05-06 true true PERRY PTASHNIK CPA P00718513 2129448200 X 2024 2025-03-06 01:10:19Z X CHARLES G DELANEY 4126 SAPPHIRE STREET WESTON FL 33331 27847 false X WWW.JDFI.ORG X 1996 NY 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. X 6 7 0 0 5215 0 0 23803 27847 0 29018 27847 19965 55000 0 6000 0 0 0 9745 21508 35710 76508 -6692 -48661 774497 0 6250 0 768247 0 TO PRESERVE & ADVANCE THE HERITAGE, CULTURE, EDUCATIONAL ACHIEVEMENTS AND GENERAL WELFARE OF AMERICANS OF GREEK ANCESTRY, PRIMARILY THROUGH GRANT MAKING TO OTHER EXEMPT ORGANIZATIONS. false false 65465 55000 DURING CALENDAR YEAR 2024, THE FOUNDATION PROVIDED MONETARY SUPPORT TO THREE (3) 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 (2 CHARITIES) 65465 true false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false true false false false false false false true 0 0 false 0 false false false false false false false 0 false false false false false false false X 6 7 true false false false false false false true false false false true true true true true true false false false NY X CHARLES G DELANEY 7322086517 4126 SAPPHIRE STREET WESTON FL 33331 X CHARLES G DELANEY PRES & DIR 10.00 0.00 X X 0 0 0 LORI DELANEY PESETSKY VICE PRES & DIR 1.50 0.00 X X 0 0 0 PETER CAREY TREAS & DIR 3.50 0.00 X X 0 0 0 BRIAN MAGORY DIRECTOR 1.00 0.00 X 0 0 0 ANTHONY J CATANESE DIRECTOR 1.00 0.00 X 0 0 0 JANICE LABOVITES DIRECTOR 1.00 0.00 X 0 0 0 0 false false false NONE 0 0 0 27847 27847 0 0 0 0 0 0 0 0 27847 27847 55000 55000 0 0 0 0 0 0 0 0 0 0 16430 8215 8215 4500 2250 2250 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PROMOTIONAL EXPENSE 578 578 0 76508 65465 11043 0 149916 0 0 0 0 0 0 0 0 0 0 624581 0 0 0 0 0 774497 0 6250 6250 0 X 768247 768247 0 774497 0 X -48661 41409 -760995 X false false false X 8052 8702 8229 5000 29983 0 0 8052 8702 8229 5000 29983 0 29983 17876 17466 13088 23803 72233 0 0 102216 X 0.00000 Prior 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. true KEHILA KEDOSHA JANINA 280 BROOME ST NEW YORK NY 10002 202755665 25000 0 PROMOTE CULTURE AND HERITAGE ST GEORGE GREEK ORTHODOX CHUR 1101 RIVER RD PISCATAWAY NJ 08854 226017025 25000 0 EDUCATION (GREEK SCHOOL) 0 2 Additional Supplemental Information 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 CASH 90882 110303001 245 SUMMER STREET BOSTON MA 02201 CASH 4500 274463753 6 SPRINGFIELD CT CORTLANDT MANOR NY 10567 CASH 100 PUBLICLY TRADED SECURITIES 670113 110303001 245 SUMMER STREET BOSTON MA 02201 false false false false true false false true false false 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. Form 990, Part XI, Line 9 DISTRIBUTION OF ASSETS DUE TO DISSOLUTION = -$760995 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 2024 THE FOUNDATION MADE CHARITABLE GRANTS IN THE TOTAL SUM OF $55,000. THESE GRANTS WERE MADE IN FURTHERANCE OF THR FOUNDATIONS MISSION, TO THREE (3) 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 $5,000 EDUCATIONAL PROGRESS, TO A WIDE VARIETY OF ASSOCIATION (AHEPA) DESERVING STUDENTS; 909 Q STREET NW SEMINARIANS, HIGH WASHINGTON DC 20009 SCHOOL SENIOR, COLLEGE & POSTGRADST GEORGE GREEK 22-6017025 EDUCATION (GREEK SCHOOL) $25,000 ORTHODOX CHURCH1101 RIVER RDPISCATAWAY NJ 08854KEHILA KEDOSHA 20-2755665 PROMOTE CULTUTE AND $25,000JANINA HERITAGE280 BROOME STNEW YORK NY 10002 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.