JOE & HELLEN DARION FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JOE & HELLEN DARION FOUNDATION INC (EIN 13-4196115)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2023-02-13
- IRS object ID
- 202320449349100217
- Schema version
- 2021v4.2
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-02-13T10:08:09-06:00 | ReturnTs |
| Tax Period End | 2022-09-30 | 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 | 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 | 2021-10-01 | 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 FOUNDATIONINC | BusinessNameLine1Txt |
| 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 | BRUCE NADLER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5167667562 | PhoneNum |
| Signature | 2023-02-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRUCE | PersonFirstNm |
| Person Last | NADLER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MITCHELL E KLINGHER | PreparerPersonNm |
| PTIN | P01071466 | PTIN |
| Phone | 2017313025 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,247,459 | 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 | $118,138 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $118,138 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$170,693 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,171,156 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $139,794 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $147,903 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $87,239 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $266,041 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $120,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $12,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $21,139 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,835 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $30,071 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,071 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $758 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $261,190 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $444,993 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,071 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $390,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $390,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $834,993 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,071 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $402,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$747,754 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $235,970 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $538,318 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $147,120 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $147,120 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,814,548 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,710,227 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,741,217 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $3,274,907 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,022,672 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,359,122 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,627,773 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,880,019 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,247,459 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $8,627,773 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $7,880,019 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,627,773 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,880,019 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,627,773 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,880,019 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,627,773 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$747,754 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,880,019 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,880,019 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2022-04-01 | 2022-09-30 | $530,255 | $715,203 | -$184,948 | -$184,948 |
| PUBLICLY TRADED SECURITIES | P | 2022-02-01 | 2022-09-30 | $640,901 | $626,646 | $14,255 | $14,255 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$170,693 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,280 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,280 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,280 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $8,021 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,021 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,741 | OverpaymentAmt |
| Applied To ES Tax | $4,741 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | 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 | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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/DIRECTOR | 10.00 | $30,000 | $0 | $0 |
| BRUCE NADLER | ||||||||
| 214 SUNNYSIDE ROAD | OCEANSIDE | NY | 11572 | TREASURER/DIRECTOR | 10.00 | $30,000 | $0 | $0 |
| BARBARA NADLER | ||||||||
| 214 SUNNYSIDE ROAD | OCEANSIDE | NY | 11572 | VICE PRESIDENT/DIRECTOR | 1.00 | $30,000 | $0 | $0 |
| ROGER CHUDZIK | ||||||||
| 625 COREY CREEK LANE | SOUTHOLD | NY | 11971 | SECRETARY/DIRECTOR | 1.00 | $30,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SUKIN LAW GROUP | |||||
| 401 W MAIN STREET- SUITE 205 | LEBANON | TN | 37087 | LEGAL | $21,139 |
| KLINGHER NADLER LLP | |||||
| 580 SYLVAN AVENUE- SUITE M-A | ENGLEWOOD CLIFFS | NJ | 07632 | ACCOUNTING | $11,835 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,892,589 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $254,127 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,351,101 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,497,817 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,497,817 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $127,467 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,370,350 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $418,518 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $418,518 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,280 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,280 | TotalTaxAmt |
| Distributable Before Adj | $415,238 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $415,238 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $415,238 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $402,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $402,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $415,238 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $6,280 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,280 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $402,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $402,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $6,280 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $6,280 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $6,958 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (61 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACLU DEVELOPMENT | ||||||
| 9450 SW GEMINI DRIVE | BEAVERTON | OR | 97008 | NONE | GENERAL WELFARE | $2,500 |
| ALZHEIMER'S ASSOCIATION OF NEW YORK | ||||||
| 60 E 42ND STREET 2240 | NEW YORK | NY | 10165 | NONE | GENERAL WELFARE | $2,500 |
| AMERICAN CANCER SOCIETY | ||||||
| 132 W 32ND STREET | NEW YORK | NY | 10001 | NONE | GENERAL WELFARE | $2,500 |
| AMERICAN FRIENDS OF ISRAEL PHILHARMONIC ORCHESTRA | ||||||
| 122 EAST 42ND STREET SUITE 4507 | NEW YORK | NY | 10168 | NONE | GENERAL WELFARE | $5,000 |
| AMERICAN HEART ASSOCIATION | ||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | NONE | GENERAL WELFARE | $2,500 |
| AMERICAN MACULAR DEGENERATION FOUNDATION | ||||||
| PO BOX 515 | NORTHAMPTON | MA | 01061 | NONE | GENERAL WELFARE | $5,000 |
| AMERICAN SOCIETY FOR YAD VASHEM INC | ||||||
| 500 FIFTH AVENUE 42ND FLOOR | NEW YORK | NY | 10110 | NONE | GENERAL WELFARE | $2,500 |
| BARRY & FLORENCE FRIEDBERG JEWISH COMMUNITY CENTER | ||||||
| 15 NEIL COURT | OCEANSIDE | NY | 11572 | NONE | GENERAL WELFARE | $25,000 |
| BROADWAY CARES EQUITY FIGHTS AIDS | ||||||
| 165 WEST 46TH STREET SUITE 1300 | NEW YORK | NY | 10036 | NONE | GENERAL WELFARE | $5,000 |
| BROOKLYN BOOK FESTIVAL | ||||||
| 249 SMITH STREET 106 | BROOKLYN | NY | 11231 | NONE | GENERAL WELFARE | $5,000 |
| CAMBRIDGE INSIGHT MEDITATION CENTER | ||||||
| 331 BROADWAY | CAMBRIDGE | MA | 02139 | NONE | GENERAL WELFARE | $5,000 |
| CENTER FOR ADVOCACYSUPPORT AND TRANSFORMATION | ||||||
| POBOX 1566 | SOUTHOLD | NY | 11971 | NONE | GENERAL WLEFARE | $10,000 |
| CITYMEALS ON WHEELS | ||||||
| 355 LEXINGTON AVENUE-3RD FLOOR | NEW YORK | NY | 10017 | NONE | GENERAL WELFARE | $3,000 |
| CROHNS & COLITIS FOUNDATION OF AMERICA | ||||||
| 733 THIRD AVENUE- SUITE 510 | NEW YORK | NY | 10017 | NONE | GENERAL WELFARE | $5,000 |
| CUSTER INSTITUTE & OBSERVATORY | ||||||
| 1115 MAIN BAYVIEW ROAD | SOUTHOLD | NY | 11971 | NONE | GENERAL WELFARE | $5,000 |
| DOCTORS WITHOUT BORDERS | ||||||
| 333 SEVENTH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | NONE | GENERAL WELFARE | $5,000 |
| DOROT | ||||||
| 171 W 85TH STREET | NEW YORK | NY | 10024 | NONE | GENERAL WELFARE | $3,000 |
| ENROOT EDUCATION | ||||||
| 99 BISHOP ALLEN DRIVE | CAMBRIDGE | MA | 02139 | NONE | GENERAL WELFARE | $5,000 |
| FAMILIES AND FRIENDS SUPPORTING CYSTIC FIBROSIS CARE | ||||||
| 55 EAST END AVENUE-APT 21D | NEW YORK | NY | 10028 | NONE | GENERAL WELFARE | $2,500 |
| GUILD HALL | ||||||
| 158 MAIN STREET | EAST HAMPTON | NY | 11937 | NONE | GENERAL WELFARE | $5,000 |
| HEBREW IMMIGRANT AID SOCIETY | ||||||
| POBOX 97077 | WASHINGTON | DC | 20090 | NONE | GENERAL WELFARE | $2,500 |
| HICKSVILLE PUBLIC SCHOOLS | ||||||
| 200 DIVISION AVENUE | HICKSVILLE | NY | 11801 | NONE | GENERAL WELFARE | $25,000 |
| INSIDE BROADWAY | ||||||
| 630 NINTH STREET SUITE 802 | NEW YORK | NY | 10036 | NONE | GENERAL WELFARE | $2,500 |
| 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 |
| LONGHOUSE RESERVE | ||||||
| 133 HANDS CREEK ROAD | EAST HAMPTON | NY | 11937 | NONE | GENERAL WELFARE | $5,000 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | GENERAL WELFARE | $2,500 |
| MUSEUM OF JEWISH HERITAGE | ||||||
| 36 BATTERY PLACE | NEW YORK | NY | 10280 | NONE | GENERAL WELFARE | $2,500 |
| NAMI MASSACHUSETTS | ||||||
| 529 MAIN STREET 1 M17 | BOSTON | MA | 02129 | NONE | GENERAL WELFARE | $5,000 |
| NASSAU POPS SYMPHONY ORCHESTRA INC | ||||||
| 859 WILLOW ROAD | FRANKLIN SQUARE | NY | 11010 | NONE | GENERAL WELFARE | $15,000 |
| NORTH FORK AUDUBON SOCIETY | ||||||
| POBOX 862 | GREENPORT | NY | 11944 | NONE | GENERAL WELFARE | $5,000 |
| NY WRITERS COALITION | ||||||
| 80 HANSON PLACE -SUITE 604 | BROOKLYN | NY | 11217 | NONE | GENERAL WELFARE | $5,000 |
| OCEANSIDE VOLUNTEER FIRE DEPARTMENT | ||||||
| 65 FOXHURST ROAD | OCEANSIDE | NY | 11572 | NONE | GENERAL WELFARE | $10,000 |
| PECONIC GREEN GROWTH | ||||||
| 651 WEST MAIN STREET | RIVERHEAD | NY | 11901 | NONE | GENERAL WELFARE | $5,000 |
| PECONIC LAND TRUST FOR PETER MATTIHIESSEN CENTER | ||||||
| 296 HAMPTON ROAD | SOUTHAMPTON | NY | 11968 | NONE | GENERAL WELFARE | $5,000 |
| PECONIC LAND TRUST | ||||||
| 296 HAMPTON ROAD | SOUTHAMPTON | NY | 11969 | NONE | GENERAL WELFARE | $5,000 |
| PEN AMERICA | ||||||
| 588 BROADWAY SUITE 303 | NEW YORK | NY | 10012 | NONE | GENERAL WELFARE | $4,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||
| POBOX 97166 | WASHINGTON | DC | 20090 | NONE | GENERAL WELFARE | $5,000 |
| ROCKAWAY FIVE TOWNS SYMPHONY SOCIETY INC | ||||||
| 859 WILLOW ROAD | FRANKLIN SQUARE | NY | 11010 | NONE | GENERAL WELFARE | $10,000 |
| ROSYGLO FOUNDATION INC | ||||||
| 580 SYLVAN AVE SUITE M-A | ENGELWOOD CLIFFS | NJ | 07632 | NONE | GENERAL WELFARE | $10,000 |
| SHAKER BRIDGE THEATRE | ||||||
| 23 MAIN STREET | ENFIELD | NH | 03748 | NONE | GENERAL WELFARE | $2,500 |
| 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 |
| SOUTH FORK BAKERY | ||||||
| 3333 NOYAC ROAD | SAG HARBOR | NY | 11963 | NONE | GENERAL WELFARE | $5,000 |
| SOUTH SHORE SYMPHONY ORCHESTRA | ||||||
| 130 BROADWAY | ROCKVILLE CENTRE | NY | 11570 | NONE | GENERAL WELFARE | $2,500 |
| SOUTHERN POVERTY LAW CENTER | ||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | NONE | GENERAL WELFARE | $2,500 |
| SOUTHOLD FIRE DEPARTMENT | ||||||
| 55135 MAIN ROAD | SOUTHOLD | NY | 11971 | NONE | GENERAL WELFARE | $10,000 |
| SOUTHOLD FREE LIBRARY | ||||||
| 53705 MAIN ROAD | SOUTHOLD | NY | 11971 | NONE | GENERAL WELFARE | $5,000 |
| SPECIAL OLYMPICS NEW YORK INC | ||||||
| 211 E 43RD ST 802 | NEW YORK | NY | 10017 | NONE | GENERAL WELFARE | $2,500 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||
| 501 STJUDE 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 | ||||||
| 9696 CULVER BLVD STE 105 | CULVER CITY | CA | 90232 | 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 NEW YORK | ||||||
| 405 EAST 73RD STREET | NEW YORK | NY | 10021 | NONE | GENERAL WELFARE | $5,000 |
| THE SPACE ON MAIN | ||||||
| 174 MAIN STREET | BRADFORD | VT | 05033 | NONE | GENERAL WELFARE | $10,000 |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | ||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 20024 | NONE | GENERAL WELFARE | $5,000 |
| VERMONT JAZZ CENTER | ||||||
| 72 COTTON MILL HILL | BRATTLEBORO | VT | 05301 | NONE | GENERAL WELFARE | $10,000 |
| VILLAGE CENTER FOR THE ARTS | ||||||
| 12 MAIN STREET | NEW MILFORD | CT | 06776 | NONE | GENERAL WLEFARE | $20,000 |
| WORLD CENTRAL KITCHEN | ||||||
| 655 NEW YORK AVENUE NW 6TH FLOOR | WASHINGTON | DC | 20001 | NONE | GENERAL WELFARE | $10,000 |
| YIDDISH BOOK CENTER | ||||||
| 1021 WEST STREET | AMHERST | MA | 01002 | NONE | GENERAL WELFARE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $390,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $118,138 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $147,903 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$170,693 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ENTERPRISE PRODCUTS PARTERS LP | Desc |
| Related Or Exempt Function Incm | -$8,109 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $266,041 | ExclusionAmt |
| Related Or Exempt Function Incm | -$178,802 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $87,239 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | INVESTMENT IN LIMITED PARTNERSHIP TO PROVIDE INCOME FOR CHARITABLE GIFTING PURPOSE OF THE FOUNDATION | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND TAX RETURN PREPARATION | CategoryTxt |
| Amt | $11,835 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $4,710,227 | EOYBookValueAmt |
| EOYFMV | $4,741,217 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $21,139 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| "MAN OF LA MANCHA" COPYRIGHTS | $3,274,907 | $3,014,651 | $2,351,101 |
| FEDERAL BACKUP WITHOLDING RECEIVABLE | $0 | $8,021 | $8,021 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEES | $250 | $0 | $0 |
| STORAGE FEES | $594 | $0 | $0 |
| AMORTIZATION OF COPYRIGHTS | $260,256 | $0 | $0 |
| BANK CHARGES | $90 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ROYALTY INCOME | $147,903 | $147,903 | $147,903 |
| ENTERPRISE PRODCUTS PARTERS LP | -$8,109 | -$8,109 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $30,071 | Amt |
| Net Investment Income | $30,071 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $573 | $0 | $0 |
| FEDERAL EXCISE TAX | $185 | $0 | $0 |