DOLAN FAMILY FOUNDATION CORP: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- DOLAN FAMILY FOUNDATION CORP (EIN 11-3129948)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-05
- IRS object ID
- 201923099349100902
- Schema version
- 2018v3.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-05T16:37:20-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | 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 | 2018-01-01 | 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 |
| Business Name Line2 | C/O MARCUM LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MARCUM LLP | InCareOfNm |
| Business Name Control | DOLA | BusinessNameControlTxt |
| Phone | 6314144000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 Melville Park Road | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBORAH DOLAN-SWEENEY | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 6314144000 | PhoneNum |
| Signature | 2019-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CAROLYN MAZZENGA | PreparerPersonNm |
| PTIN | P00132133 | PTIN |
| Phone | 6314144000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 47.19.127.190 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 12486720193095000002 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-11-05 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9FEDE0CD871E12E8B80DD1812549396A4FBC75B1 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0C38342DB16B38D913E42CDCB0F3C4681FBBC50F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $161,549,628 | 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 | $2,755,257 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,755,257 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $903,431 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $31,869,513 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $903,431 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,658,688 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,658,688 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $64,685 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $32,342 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $32,343 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $91,246 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $45,623 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $45,623 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $209,518 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $209,518 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $33,166 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $33,166 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,335,498 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,320 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $17,330 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,628 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,702 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,751,443 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $349,597 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $79,668 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,420,833 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,420,833 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,172,276 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $349,597 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,500,501 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,513,588 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,309,091 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,570,470 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,621,167 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,621,167 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $34,278,245 | CorporateStockBOYAmt |
| Corporate Stock EOY | $30,436,202 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $90,674,292 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $75,496,822 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $69,844,967 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $69,254,168 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $70,388 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $111,415,925 | TotalAssetsBOYAmt |
| Total Assets EOY | $101,902,337 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $161,549,628 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $111,415,925 | CapitalStockBOYAmt |
| Capital Stock EOY | $101,902,337 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $111,415,925 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $101,902,337 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $111,415,925 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $101,902,337 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $111,415,925 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,513,588 | ExcessRevenueOverExpensesAmt |
| Subtotal | $101,902,337 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $101,902,337 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| ST CAPITAL GAINS/LOSSES SEE STATEMENT B | P | $3,497,237 | $3,502,738 | -$5,501 | -$5,501 |
| LT CAPITAL GAINS/LOSSES SEE STATEMENT B | P | $17,977,028 | $16,840,072 | $1,134,776 | $1,136,956 |
| ST CAPITAL GAINS/LOSSES SEE STATEMENT B | P | $4,285,213 | $4,439,605 | -$154,392 | -$154,392 |
| LT CAPITAL GAINS/LOSSES SEE STATEMENT B | P | $6,102,447 | $6,181,487 | -$79,040 | -$79,040 |
| LT CAPITAL GAIN - NORTHERN TRUST | P | $30 | $30 | $30 | |
| ST CAPITAL GAINS | P | $2,517 | $2,517 | $2,517 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $903,431 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (true) | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $66,182 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $66,182 | SubtotalAmt |
| Tax Based On Investment Income | $66,182 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $55,207 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $30,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $85,207 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $19,025 | OverpaymentAmt |
| Applied To ES Tax | $19,025 | AppliedToESTaxAmt |
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 |
| 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 | false | ComplyWithPublicInspRqrInd |
| Website Address | n/a | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM 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 | 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 |
|---|---|---|---|---|---|---|---|---|
| DEBORAH DOLAN-SWEENEY | ||||||||
| C/O MARCUM LLP- 10 MELVILLE PARK RD | MELVILLE | NY | 11747 | PRESIDENT | 5.0 | $0 | $0 | $0 |
| JAMES L DOLAN | ||||||||
| C/O MARCUM LLP- 10 MELVILLE PARK RD | MELVILLE | NY | 11747 | VICE PRESIDENT, secretary | 5.0 | $0 | $0 | $0 |
| PATRICK DOLAN | ||||||||
| C/O MARCUM LLP- 10 MELVILLE PARK RD | MELVILLE | NY | 11747 | DIRECTOR | 5.0 | $0 | $0 | $0 |
| THOMAS DOLAN | ||||||||
| C/O MARCUM LLP- 10 MELVILLE PARK RD | MELVILLE | NY | 11747 | DIRECTOR | 5.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CITIGROUP | |||||
| 153 EAST 53RD STREET | NEW YORK | NY | 10022 | investment advisory | $208,010 |
| LOEB & LOEB LLP | |||||
| 10100 SANTA MONICA BLVD | LOS ANGELES | CA | 90067 | LEGAL SERVICES | $64,685 |
| MARCUM LLP | |||||
| 10 MELVILLE PARK ROAD | MELVILLE | NY | 11747 | ACCOUNTING AND TAX | $0 |
| 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 | $169,194,229 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,051,817 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $171,246,046 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $171,246,046 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,568,691 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $168,677,355 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,433,868 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,433,868 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $66,182 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $66,182 | TotalTaxAmt |
| Distributable Before Adj | $8,367,686 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $8,367,686 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $8,367,686 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,500,501 | 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 | $11,500,501 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $11,500,501 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,367,686 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $746,693 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Qualifying Distributions | $11,500,501 | QualifyingDistributionsAmt |
| Applied To Year1 | $746,693 | AppliedToYear1Amt |
| Applied To Current Year | $8,367,686 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,386,122 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,386,122 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,386,122 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $2,386,122 | 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 MARCUM LLP 10 Melville Park 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 | n/a | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | n/a | SubmissionDeadlinesTxt |
| Restrictions On Awards | n/a | 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 | $11,420,833 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,420,833 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Stony Brook Foundation | |||||||
| 330 Administration Building | STONYBROOK | NY | 11794 | NONE | PC | Endowed Chair | $200,000 |
| WALDEN WOODS PROJECT | |||||||
| 44 Baker Farm | Lincoln | MA | 01773 | NONE | PC | GENERAL SUPPORT GRANT | $500,000 |
| Cold Spring Harbor Laboratory | |||||||
| One Bungtown Road | Cold Spring Harbor | NY | 11724 | none | PC | Support the Cancer/Drug Threapeutic Initiative and renovation of Demarac Hall- 125th Anniversary Campaign. | $2,000,000 |
| St Lawrence University | |||||||
| 23 Romoda Drive | CANTON | NY | 13617 | none | PC | Renovate, Expand and Develop Appleton Arena | $5,666,667 |
| East Woods School | |||||||
| 31 Yellow Cote Road | Oyster Bay | NY | 11771 | none | PC | Endowment Campaign | $1,000,000 |
| Apalachian Mountain Club | |||||||
| 5 Jay Street | Boston | MA | 02108 | none | PC | support the Harriman Outdoor Center in Harriman State Park programs for outdoor activities. | $250,000 |
| Haiti Air & Ambulance | |||||||
| 340 Crossways park drive | woodbury | NY | 11797 | none | EOF | general operating support for transporting terminally ill patients or persons requiring critical medical care in the country of Haiti. | $2,000,000 |
| Stony Brook University Next Gen School of Journal | |||||||
| 230 ADMINISTRATION | Stony Brook | NY | 117943384 | none | PC | Next Generation Endowment Fund | $400,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $12,016,667 | TotalGrantOrContriApprvFutAmt |
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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,755,257 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $903,431 | 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 | $3,658,688 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,658,688 | 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 | $91,246 | Amt |
| Net Investment Income | $45,623 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $45,623 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Person | LOEB LOEB LLP | ContractorPersonNm |
| Explanation | LEGAL RESEARCH AND CONSULTING | ExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| NORTHERN TRUST | $7,000 | $7,368 |
| FIXED US INV GRADE BONDS-ATT C | $56,163,209 | $55,696,067 |
| FIXED DEV INV GRADE BOND-ATT C | $13,674,758 | $13,550,733 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PUBLICLY TRADED SECURITIES-MSG | $2,023,888 | $34,837,675 |
| PUBLICLY TRADED SECURITIES-AMC | $3,581,526 | $21,096,311 |
| PUBLICLY TRADED SEC-MSGN | $692,734 | $9,198,013 |
| EQUITIES- CITIBANK (ATT C) | $24,138,054 | $25,542,293 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PREPAID ACCRUED INTEREST | CategoryOrItemTxt |
| Book Value | $1 | BookValueAmt |
| EOYFMV | $1 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $64,685 | LegalFeesAmt |
| Net Investment Income | $32,342 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $32,343 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| BOOKS/SUBSCRIPTIONS/REFERENCE | $202 | $202 | |
| STATE ANNUAL FEE | $1,500 | $1,500 | |
| BOND AMORTIZATION | $15,628 | $15,628 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $209,518 | Amt |
| Net Investment Income | $209,518 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAX | $1,322,178 | |
| FOREIGN TAX WITHHELD | $13,320 | $13,320 |