DOLAN FAMILY FOUNDATION CORP: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- DOLAN FAMILY FOUNDATION CORP (EIN 11-3129948)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202433199349101998
- Schema version
- 2023v5.1
- 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
- Contractor Compensation Expln
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T11:44:36-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ Advisors LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 MELVILLE PARK RD | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113129948 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOLAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CBIZ ADVISORS LLP | InCareOfNm |
| Business Name Control | DOLA | BusinessNameControlTxt |
| Phone | 6314144000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CBIZ ADV LLP-10 MELVILLE PK RD | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES DOLAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6314144000 | PhoneNum |
| Signature | 2024-11-01 | SignatureDt |
| 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 | CAROLYN MAZZENGA | PreparerPersonNm |
| PTIN | P00132133 | PTIN |
| Phone | 6314144000 | PhoneNum |
| Preparation | 2024-10-31 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $126,620,107 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,086,083 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,008,372 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $514,133 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,388,475 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $514,133 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,600,216 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,522,505 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $26,838 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $26,838 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $67,980 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $33,990 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $33,990 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $271,238 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $271,238 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $188,445 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $152,521 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $81,774 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $44,274 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $636,275 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $502,023 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $60,828 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,845,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,845,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,481,275 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $502,023 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,905,828 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,881,059 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,020,482 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,789,899 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,583,555 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,583,555 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $46,831,596 | CorporateStockBOYAmt |
| Corporate Stock EOY | $42,854,423 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $87,908,744 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $37,980,845 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $37,296,626 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $35,062,728 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $78,403 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $65,080 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $65,080 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $89,680,743 | TotalAssetsBOYAmt |
| Total Assets EOY | $83,799,684 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $126,620,107 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $89,680,743 | CapitalStockBOYAmt |
| Capital Stock EOY | $83,799,684 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $89,680,743 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $83,799,684 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $89,680,743 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $83,799,684 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $89,680,743 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,881,059 | ExcessRevenueOverExpensesAmt |
| Subtotal | $83,799,684 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $83,799,684 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES-#9000 ST | P | $1,272,526 | $1,263,404 | $9,122 | $9,122 |
| PUBLICLY TRADED SECURITIES-#9000 LT | P | $5,352,843 | $5,596,605 | -$243,762 | -$243,762 |
| PUBLICLY TRADED SECURITIES-#0004 ST | P | $32,516 | $31,987 | $529 | $529 |
| PUBLICLY TRADED SECURITIES-#0004 LT | P | $601,897 | $666,681 | -$64,784 | -$64,784 |
| PUBLICLY TRADED SECURITIES-#0001 ST | P | $157,397 | $156,784 | $613 | $613 |
| PUBLICLY TRADED SECURITIES-#0001 LT | P | $1,172,440 | $1,342,150 | -$169,710 | -$169,710 |
| PUBLICLY TRADED SECURITIES-#9006 ST | P | $23,502 | $24,349 | -$847 | -$847 |
| PUBLICLY TRADED SECURITIES-#9006 LT | P | $8,311,600 | $7,183,003 | $1,128,597 | $1,128,597 |
| PUBLICLY TRADED SECURITIES-#4003 LT | P | $463,754 | $609,379 | -$145,625 | -$145,625 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $514,133 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $28,085 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $28,085 | SubtotalAmt |
| Tax Based On Investment Income | $28,085 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,169 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $40,169 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $20 | EsPenaltyAmt |
| Overpayment | $12,064 | OverpaymentAmt |
| Applied To ES Tax | $12,064 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | n/a | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6314144000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 MELVILLE PARK ROAD | AddressLine1Txt |
| City | melville | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| DEBORAH DOLAN-SWEENEY | ||||||||
| C/O CBIZ ADV LLP- 10 MELVILLE PK RD | MELVILLE | NY | 11747 | PRESIDENT | 5.0 | $0 | $0 | $0 |
| JAMES L DOLAN | ||||||||
| C/O CBIZ ADV LLP- 10 MELVILLE PK RD | MELVILLE | NY | 11747 | VICE PRESIDENT, secretary | 5.0 | $0 | $0 | $0 |
| PATRICK DOLAN | ||||||||
| C/O CBIZ ADV LLP- 10 MELVILLE PK RD | MELVILLE | NY | 11747 | DIRECTOR | 5.0 | $0 | $0 | $0 |
| THOMAS DOLAN | ||||||||
| C/O CBIZ ADV LLP- 10 MELVILLE PK RD | MELVILLE | NY | 11747 | DIRECTOR | 5.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JP MORGAN BANK | |||||
| 390 MADISON AVENUE | NEW YORK | NY | 10017 | INVESTMENT ADVISORY | $271,238 |
| MARCUM LLP | |||||
| 10 MELVILLE PARK ROAD | MELVILLE | NY | 11747 | ACCOUNTING AND TAX | $67,980 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $119,882,967 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,719,876 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $122,602,843 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $122,602,843 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,839,043 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $120,763,800 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,038,190 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,038,190 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28,085 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28,085 | TotalTaxAmt |
| Distributable Before Adj | $6,010,105 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $6,010,105 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,010,105 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,905,828 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $7,905,828 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,010,105 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,184,780 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,413,247 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,820,295 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $988,292 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,406,614 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,905,828 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $6,010,105 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,895,723 | RemainingDistriFromCorpusAmt |
| Total Corpus | $12,302,337 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,184,780 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $11,117,557 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,413,247 | ExcessFromYear4Amt |
| Excess From Year3 | $2,820,295 | ExcessFromYear3Amt |
| Excess From Year1 | $988,292 | ExcessFromYear1Amt |
| Excess From Current Year | $1,895,723 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DEBORAH DOLAN-SWEENEY - president | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CBIZ ADV LLP 10 Melville Pk Rd | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6314144000 | RecipientPhoneNum |
| Form And Info And Materials | BIO OR RESUME, BUDGET (ACTUAL AND/OR PROPOSED), BUSINESS PLAN INCLUDING TIMELINES, BENCHMARKS AND DELIVERABLES. SUBMIT IRS DETERMINATION LETTER, LATEST FORM 990 AND COPY OF AUDITED FINANCIAL STATEMENTS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE STATEMENT A | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE STATEMENT A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SEE STATEMENT A | GrantOrContributionPurposeTxt |
| Amt | $7,845,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,845,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,086,083 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $514,133 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,600,216 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,600,216 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $67,980 | Amt |
| Net Investment Income | $33,990 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $33,990 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (2 entries)
| ExplanationExplanationTxt |
|---|
| J P MORGAN BANK |
| INVESTMENT ADVISORY SERVICES |
| MARCUM LLP |
| ACCOUNTING AND TAX SERVICES |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE STATEMENT G FOR DETAILS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE STATEMENT | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2020-12-31 | GrantDt |
| Purpose Of Grant | SEE STATEMENT ATTACHED | PurposeOfGrantTxt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | VARIOUS | DatesOfReportsByGranteeTxt |
| Results Of Verification | SEE STATEMENT ATTACHED | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIXED INCOME-9000 SEE STMT F | $34,443,451 | $32,279,711 |
| FIXED INCOME-0001 SEE STMT D | $1,600,678 | $1,525,836 |
| FIXED INC-ORIX CORP 3.25% | $40,793 | $39,206 |
| FIXED INC-CANADIAN IMPERIAL BK | $105,000 | $108,022 |
| FIXED INCOME-S/T -9000 | $1,106,704 | $1,109,953 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PUBLICLY TRADED SEC-MSGS | $1,468,736 | $23,662,811 |
| PUBLICLY TRADED SEC-AMCX | $3,581,526 | $7,223,026 |
| PUBLICLY TRADED SEC - MSGE | $623,943 | $6,271,754 |
| PUBLICLY TRADED SEC - SPHERE | $623,943 | $6,699,867 |
| EQUITIES- 9006 SEE STMT B | $30,919,146 | $37,401,317 |
| EQUITIES 4003 SEE STMT C | $2,865,042 | $3,569,140 |
| EQUITIES -0004 - SEE STMT E | $1,892,087 | $2,214,839 |
| SIX CIRCLES-FIXED INCOME | $880,000 | $865,990 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PREPAID ACCRUED INTEREST | CategoryOrItemTxt |
| Book Value | $65,080 | BookValueAmt |
| EOYFMV | $65,080 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $26,838 | LegalFeesAmt |
| Disbursements Charitable Prps | $26,838 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $271,238 | Amt |
| Net Investment Income | $271,238 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAX | $37,500 | |
| FOREIGN TAXES WITHHELD | $44,274 | $44,274 |