JOE & HELLEN DARION FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JOE & HELLEN DARION FOUNDATION INC (EIN 13-4196115)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2024-12-19
- IRS object ID
- 202413549349101006
- Schema version
- 2023v5.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-12-19T11:35:15-05:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132678899 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KLINGHER NADLER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 580 SYLVAN AVE STE M-A | AddressLine1Txt |
| City | ENGLEWOOD CLIFFS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07632 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134196115 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOE & HELLEN DARION FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOE& | BusinessNameControlTxt |
| Phone | 5167667562 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 214 SUNNYSIDE ROAD | AddressLine1Txt |
| City | OCEANSIDE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11572 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELLEN DARION | PersonNm |
| Person Title | PRESIDENT/DIRECTOR | PersonTitleTxt |
| Signature | 2024-12-19 | 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 | MITCHELL E KLINGHER | PreparerPersonNm |
| PTIN | P01071466 | PTIN |
| Phone | 2017313025 | PhoneNum |
| Preparation | 2024-12-19 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,366,873 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $77,325 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $77,325 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $216,943 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,275,487 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $316,448 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $320,976 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $610,716 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $398,301 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $200,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $20,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $54,743 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $25,743 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $20,735 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $12,478 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $262,158 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $575,857 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $391,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $391,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $966,857 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $411,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$356,141 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $398,301 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $315,960 | CashBOYAmt |
| Cash EOY | $310,580 | CashEOYAmt |
| Cash EOYFMV | $310,580 | CashEOYFMVAmt |
| Corporate Stock BOY | $4,445,759 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,750,088 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,315,920 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $2,759,136 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,494,139 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,740,373 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,520,855 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,554,807 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,366,873 | TotalAssetsEOYFMVAmt |
| Deferred Revenue EOY | $384,005 | DeferredRevenueEOYAmt |
| Other Liabilities EOY | $6,088 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $390,093 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $7,520,855 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $7,164,714 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,520,855 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,164,714 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,520,855 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,554,807 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,520,855 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$356,141 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,164,714 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,164,714 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,536 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,536 | SubtotalAmt |
| Tax Based On Investment Income | $5,536 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $329 | EsPenaltyAmt |
| Tax Due | $5,865 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| 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 |
| 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 | false | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KLINGHER NADLER LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2017313025 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 580 SYLVAN AVENUE- SUITE M-A | AddressLine1Txt |
| City | ENGLEWOOD CLIFFS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07632 | 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 |
| 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 | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| ELLEN DARION | ||||||||
| 625 COREY CREEK LANE | SOUTHOLD | NY | 11971 | PRESIDENT/DI | 000.00 | $50,000 | $0 | $0 |
| BRUCE NADLER | ||||||||
| 214 SUNNYSIDE ROAD | OCEANSIDE | NY | 11572 | TREASURER/DI | 000.00 | $50,000 | $0 | $0 |
| BARBARA E NADLER | ||||||||
| 214 SUNNYSIDE ROAD | OCEANSIDE | NY | 11572 | VICE PRESIDE | 000.00 | $50,000 | $0 | $0 |
| ROGER CHUDZIK | ||||||||
| 625 COREY CREEK LANE | SOUTHOLD | NY | 11971 | SECRETARY/DI | 000.00 | $50,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUKIN COLTON LAW ASSOCIATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1108 CLIFTON LANE | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | LEGAL SERVICES | ServiceTypeTxt |
| Compensation | $54,743 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 1 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,992,864 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $140,916 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,936,312 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,070,092 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $8,070,092 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $121,051 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,949,041 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $397,452 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $397,452 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,536 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,536 | TotalTaxAmt |
| Distributable Before Adj | $391,916 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $391,916 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $391,916 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $411,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $411,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $391,916 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $34,757 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $34,757 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $411,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $391,916 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $19,084 | RemainingDistriFromCorpusAmt |
| Total Corpus | $53,841 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $53,841 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $34,757 | ExcessFromYear1Amt |
| Excess From Current Year | $19,084 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF THE ISRAEL | ||||||||
| PHILHARMONIC ORCHESTRA | 122 EAST 42ND STREET | SUITE 4507 | NEW YORK | NY | 10168 | NONE | GENERAL WELFARE | $5,000 |
| VERMONT JAZZ CENTER | ||||||||
| 72 COTTON MILL HILL- | STUDIO 222 | BRATTLEBORO | VT | 05301 | NONE | GENERAL WELFARE | $10,500 | |
| ALZHEIMERS ASSOC OF NYC | ||||||||
| 60 E 42ND STREET 2240 | NEW YORK | NY | 10165 | NONE | GENERAL WELFARE | $5,000 | ||
| AMERICAN HEART ASSOCIATION | ||||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | NONE | GENERAL WELFARE | $5,000 | ||
| AMERICAN MACULAR DEGENERATION FOUND | ||||||||
| POBOX 515 | NORTHAMPTON | MA | 01061 | NONE | GENERAL WELFARE | $5,000 | ||
| AMERICAN SOCIETY FOR YAD VASHEM | ||||||||
| 500 FIFTH AVENUE-42ND FL | NEW YORK | NY | 10110 | NONE | GENERAL WELFARE | $5,000 | ||
| BARRY AND FLORENCE FRIEDBERG JCC | ||||||||
| EARLY CHILDHOOD | 15 NEIL COURT | OCEANSIDE | NY | 11572 | NONE | GENERAL WELFARE | $5,000 | |
| BROADWAY CARESEQUITY FIGHTS AIDS | ||||||||
| 165 WEST 46TH STREET | NEW YORK | NY | 10036 | NONE | GENERAL WELFARE | $5,000 | ||
| BROOKLYN BOOK FESITVAL | ||||||||
| 249 SMITH STREET 106 | BROOKLYN | NY | 11231 | NONE | GENERAL WELFARE | $5,000 | ||
| CENTER FOR ADVOCACY SUPPORT AND | ||||||||
| TRANSFORMATION | POBOX 1566 | SOUTHOLD | NY | 11971 | NONE | GENERAL WELFARE | $10,000 | |
| CHILDRENS TUMOR FOUNDATION | ||||||||
| 697 THIRD AVENUE- STE 418 | NEW YORK | NY | 10017 | NONE | GENERAL WELFARE | $20,000 | ||
| CITYMEALS ON WHEELS | ||||||||
| 355 LEXINGTON AVENUE-3 FL | NEW YORK | NY | 10017 | NONE | GENERAL WELFARE | $10,000 | ||
| CROHN'S & COLITIS FOUNDATION OF | ||||||||
| AMERICA | 733 THIRD AVE- SUITE 510 | NEW YORK | NY | 10017 | NONE | GENERAL WELFARE | $5,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 SEVENTH AVENUE-2ND FL | NEW YORK | NY | 10001 | NONE | GENERAL WELFARE | $5,000 | ||
| DOROT | ||||||||
| 171 W 85TH STREET | NEW YORK | NY | 10024 | NONE | GENERAL WELFARE | $10,000 | ||
| FAMILIES & FRIENDS SUPPORTING | ||||||||
| CYSTIC FIBROSIS CARE | 55 EAST END AVENUE | NEW YORK | NY | 10028 | NONE | GENERAL WELFARE | $2,500 | |
| GROUP FOR THE EAST END | ||||||||
| POBOX 1792 | SOUTHOLD | NY | 11971 | NONE | GENERAL WELFARE | $5,000 | ||
| HEBREW IMMIGRANT AID SOCIETY | ||||||||
| POBOX 97077 | WASHINGTON | DC | 20090 | NONE | GENERAL WELFARE | $5,000 | ||
| HICKSVILLE PUBLIC SCHOOLS | ||||||||
| 200 DIVISION STREET | HICKSVILLE | NY | 11801 | NONE | GENERAL WELFARE | $25,000 | ||
| INSIDE BROADWAY | ||||||||
| 630 NINTH AVENUE STE 802 | NEW YORK | NY | 10036 | NONE | GENERAL WELFARE | $5,000 | ||
| ISAMU NOGUCHI FOUNDATION GARDEN | ||||||||
| AND MUSEUM | 32-37 VERNON BLVD | LONG ISLAND CITY | NY | 11106 | NONE | GENERAL WELFARE | $5,000 | |
| LANDCRAFT GARDEN FOUNDATION | ||||||||
| 1160 EAST MILL ROAD | MATTITUCK | NY | 11952 | NONE | GENERAL WELFARE | $5,000 | ||
| MEMORIAL SLOAN KETTERING CANCER CTR | ||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | GENERAL WELFARE | $5,000 | ||
| NAMI MASSACHUSETTS | ||||||||
| 331 MONTVALE AVENUE-2ND F | WOBRUN | MA | 01801 | NONE | GENERAL WELFARE | $5,000 | ||
| NASSAU POPS SYMPHONE ORCHESTRA INC | ||||||||
| 859 WILLOW ROAD | FRANKLIN SQUARE | NY | 11010 | NONE | GENERAL WELFARE | $15,000 | ||
| OPERATIONAL INTERNATIONAL | ||||||||
| 255 WINDMILL LANE SUITE | SOUTHAMPTON | NY | 11968 | NONE | GENERAL WELFARE | $5,000 | ||
| NORTH FORK AUDUBON SOCIETY | ||||||||
| POBOX 862 | GREENPORT | NY | 11944 | NONE | GENERAL WELFARE | $5,000 | ||
| OCEANSIDE VOLUNTEER FIRE DEPARTMENT | ||||||||
| 65 FOXHURST ROAD | OCEANSIDE | NY | 11572 | NONE | GENERAL WELFARE | $10,000 | ||
| PECONIC LAND TRUST | ||||||||
| 296 HAMPTON ROAD | SOUTHAMPTON | NY | 119685030 | NONE | GENERAL WELFARE | $5,000 | ||
| PECONIC LAND TRUST FOR (PETER | ||||||||
| MATTHIESSEN CENTER) | POBOX 512 | BRADFORD | VT | 05033 | NONE | GENERAL WELFARE | $5,000 | |
| PLANNED PARENT FEDERATION OF | ||||||||
| AMERICA | POBOX 97166 | WASHINGTON | DC | 20090 | NONE | GENERAL WELFARE | $5,000 | |
| ROCKAWAY FIVE TOWNS SYMPHONY SOCIE | ||||||||
| 859 WILLOW ROAD | FRANKLIN SQUARE | NY | 11010 | NONE | GENERAL WELFARE | $2,500 | ||
| ROSYGLO FOUNDATION | ||||||||
| 580 SYLVAN AVENUE-STE M-A | NENGLEWOOD CLIFFS | NJ | 07632 | NONE | GENERAL WELFARE | $10,000 | ||
| SHRINERS HOSPITALS FOR CHILDREN | ||||||||
| 2900 ROCKY POINT DRIVE | TAMPA | FL | 33607 | NONE | GENERAL WELFARE | $10,000 | ||
| SONGWRITING WORKS EDUCATIONAL | ||||||||
| FOUNDATION | 2023 EAST SIMS WAY 271 | PORT TOWNSEND | WA | 98368 | NONE | GENERAL WELFARE | $5,000 | |
| SOUTHERN POVERTY LAW CENTER | ||||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | NONE | GENERAL WELFARE | $8,000 | ||
| SOUTHOLD FIRE DEPARTMENT | ||||||||
| 55135 MAIN ROAD | SOUTHOLD | NY | 11971 | NONE | GENERAL WELFARE | $10,000 | ||
| SOUTHOLD FREE LIBRARY | ||||||||
| 53705 MAIN RD PO BOX 697 | SOUTHOLD | NY | 11971 | NONE | GENERAL WELFARE | $5,000 | ||
| ST JUDE CHILDRENS RESEARCH HOSPITA | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | GENERAL WELFARE | $10,000 | ||
| SUNRISE ASSOCIATION | ||||||||
| 15 NEIL COURT | OCEANSIDE | NY | 11572 | NONE | GENERAL WELFARE | $7,500 | ||
| SYDNE JACOBY FOUNDATION | ||||||||
| 3511 FREDERICK STREET | OCEANSIDE | NY | 11572 | NONE | GENERAL WELFARE | $10,000 | ||
| THE MANILOW MUSIC PROJECT | ||||||||
| 8295 SOUTH LA CIENEGA BLV | INGLEWOOD | CA | 90301 | NONE | GENERAL WELFARE | $5,000 | ||
| THE NATIONAL WWII MUSEUM | ||||||||
| 945 MAGAZINE STREET | NEW ORLEANS | LA | 70130 | NONE | GENERAL WELFARE | $2,500 | ||
| THE RONALD MCDONALD HOUSE NY | ||||||||
| 405 EAST 73RD STREET | NEW YORK | NY | 10021 | NONE | GENERAL WELFARE | $5,000 | ||
| THE SHELTER FOR ABUSED WOMEN AND | ||||||||
| CHILDREN INC | POBOX 10102 | NAPLES | FL | 34101 | NONE | GENERAL WELFARE | $2,500 | |
| THE SPACE ON MAIN | ||||||||
| POBOX 512 | BRADFORD | VT | 05033 | NONE | GENERAL WELFARE | $10,000 | ||
| UNITED STATES HOLOCAUST MEMORIAL | ||||||||
| MUSEUM | 100 RAOUL WALLENBERG PL | WASHINGTON | DC | 20024 | NONE | GENERAL WELFARE | $5,000 | |
| VILLAGE CENTER FOR THE ARTS | ||||||||
| 12 MAIN STREET | NEW MILFORD | CT | 06776 | NONE | GENERAL WELFARE | $10,000 | ||
| WORLD CENTRAL KITCHEN | ||||||||
| 655 NEW YORK AVENUE-6TH F | WASHINGTON | DC | 20001 | NONE | GENERAL WELFARE | $10,000 | ||
| YIDDISH BOOK CENTER | ||||||||
| 1021 WEST STREET | AMHERST | MA | 01002 | NONE | GENERAL WELFARE | $10,000 | ||
| LARGER THAN LIFE | ||||||||
| 54-15 35TH STREET | ASTORIA | NY | 11101 | NONE | GENERAL WELFARE | $10,000 | ||
| EAST END ARTS | ||||||||
| 141 EAST MAIN STREET | RIVERHEAD | NY | 11901 | NONE | GENERAL WELFARE | $5,000 | ||
| THE FROST PLACE | ||||||||
| POBOX 74 | FRANCONIA | NH | 03580 | NONE | GENERAL WELFARE | $5,000 | ||
| TEACHERS AND WRITERS COLLABORATIVE | ||||||||
| ASARI BEALE POBOX 1208 | NEW YORK | NY | 10113 | NONE | GENERAL WLEFARE | $5,000 | ||
| CUSTER INSTITUTE AND OBSERVATORY | ||||||||
| POBOX 1204 | SOUTHOLD | NY | 11971 | NONE | GENERAL WELFARE | $5,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $391,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $77,325 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $320,976 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $216,943 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ENTERPRISE PRODUCTS PARTNER | Desc |
| Related Or Exempt Function Incm | -$4,528 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $610,716 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $610,716 | 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 AND TAX RETURN PREPAR | CategoryTxt |
| Amt | $25,743 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (5 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|
| STIFEL NICOLAUS | PURCHASE | 2024-09 | $185,689 | $181,375 | $4,314 |
| STIFEL NICOLAUS | PURCHASE | 2024-09 | $471,256 | $499,572 | -$28,316 |
| JPMORGAN | PURCHASE | 2024-09 | $384,433 | $406,888 | -$22,455 |
| JPMORGAN | PURCHASE | 2024-09 | $1,234,083 | $918,576 | $315,507 |
| STIFEL NICOLAUS | PURCHASE | 2023-10 | $26 | $52,133 | -$52,107 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $4,750,088 | EOYBookValueAmt |
| EOYFMV | $6,315,920 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $54,743 | LegalFeesAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| "MAN OF LA MANCHA" COPYRIGHTS | $2,754,395 | $2,494,139 | $2,740,373 |
| FEDERAL BACKUP WITHOLDING | $4,741 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| AMORTIZATION OF COPYRIGHTS | $260,256 |
| STORAGE FEES | $1,797 |
| BOARD MEETINGS | $105 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ROYALTIES | $320,976 | $320,976 |
| ENTERPRISE PRODUCTS PARTNERS | -$4,528 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt |
|---|---|
| FEDERAL EXCISE TAX PAYABLE | $5,813 |
| NYS FILING FEES | $275 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEE | CategoryTxt |
| Amt | $20,735 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FOREIGN TAXES | $259 |
| FEDERAL EXCISE TAX | $11,694 |
| NYS FILING FEE | $525 |