JOE & HELLEN DARION FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- JOE & HELLEN DARION FOUNDATION INC (EIN 13-4196115)
- Tax period
- 2016-10-01 to 2017-09-30
- Filed
- 2018-07-10
- IRS object ID
- 201811919349100421
- Schema version
- 2016v3.0
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-07-10T15:25:33-05:00 | ReturnTs |
| Tax Period End | 2017-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133463609 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALAN S HONIG & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1501 BROADWAY SUITE 1802 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-10-01 | 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 INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O ALAN S HONIG CPA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOE& | BusinessNameControlTxt |
| Phone | 2127641234 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1501 BROADWAY NO 1313 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HELLEN DARION | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9176171234 | PhoneNum |
| Signature | 2018-07-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALAN S HONIG | PreparerPersonNm |
| PTIN | P01451089 | PTIN |
| Phone | 2127641234 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,694,625 | 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 | $109,172 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $109,172 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $669,730 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,006,200 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $669,730 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $778,902 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $778,902 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $209,624 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $209,624 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,825 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,825 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $120,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $120,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,056 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,056 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,781 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,781 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $345,286 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $345,286 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $196,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $196,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $541,786 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $345,286 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $196,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $237,116 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $433,616 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $209,352 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $253,707 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $253,707 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,738,699 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,931,460 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,440,918 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,948,051 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,185,167 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,694,625 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $3,948,051 | UnrestrictedBOYAmt |
| Unrestricted EOY | $4,185,167 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,948,051 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,185,167 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,948,051 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,185,167 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,948,051 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $237,116 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,185,167 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,185,167 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $7,006,200 | GrossSalesPriceAmt |
| Cost Or Other Basis | $6,336,470 | CostOrOtherBasisAmt |
| Gain Or Loss | $669,730 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $669,730 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $669,730 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $203,741 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,843,242 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053013 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $172,128 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,556,448 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048399 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $137,915 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,778,411 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049638 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $91,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,099,334 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043585 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $79,422 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,726,276 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046008 | DistributionYr5Rt |
| Total Distribution | 0.240643 | TotalDistributionRt |
| Average Distribution | 0.048129 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,971,662 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $191,152 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,336 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $195,488 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $196,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $4,336 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,336 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,336 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,141 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,141 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,195 | TaxDueAmt |
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 | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALAN S HONIG & COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2127641234 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1501 BROADWAY SUITE 1313 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| HELLEN S DARION | ||||||||
| 11 CUTTING HILL LANE | LYME | NH | 03768 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ALAN S HONIG | ||||||||
| 17582 BOCAIRE WAY | BOCA RATON | FL | 33487 | PRESIDENT/SECRETARY/DIRECT | 1.00 | $0 | $0 | $0 |
| BRUCE NADLER | ||||||||
| 214 SUNNYSIDE ROAD | OCEANSIDE | NY | 11572 | TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $3,636,528 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $395,616 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,032,144 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,032,144 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $60,482 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,971,662 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $198,583 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $198,583 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,336 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,336 | TotalTaxAmt |
| Distributable Before Adj | $194,247 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $194,247 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $194,247 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $196,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $196,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,336 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $192,164 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $194,247 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $3,296 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $16,097 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $19,393 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $196,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $194,247 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,253 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $21,646 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $21,646 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $3,296 | ExcessFromYear2Amt |
| Excess From Year1 | $16,097 | ExcessFromYear1Amt |
| Excess From Current Year | $2,253 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HELLEN S DARION | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF ISRAEL MUSEUM | ||||||
| 545 FIFTH AVENUE SUITE 920 | NEW YORK | NY | 10017 | NONE | GENERAL WELFARE | $1,000 |
| AMERICAN FRIENDS OF ISRAEL PHILHARMONIC ORCHESTRA | ||||||
| 122 EAST 42ND STREET SUITE 4507 | NEW YORK | NY | 10168 | NONE | GENERAL WELFARE | $5,000 |
| AMFAR THE FOUNDATION FOR AIDS RESEARCH | ||||||
| 120 WALL STREET 13TH FLOOR | NEW YORK | NY | 10005 | NONE | GENERAL WELFARE | $5,000 |
| ANIMAL MEDICAL CENTER | ||||||
| 510 E 62ND STREET | NEW YORK | NY | 10065 | NONE | GENERAL WELFARE | $5,000 |
| ANTI-DEFAMATION LEAGUE | ||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | NONE | GENERAL WELFARE | $5,000 |
| ATLANTIC THEATRE COMPANY | ||||||
| 76 NINTH AVENUE SUITE 537 | NEW YORK | NY | 10011 | NONE | GENERAL WELFARE | $6,000 |
| BARRY & FLORENCE FRIEDBURG JEWISH COMMUNITY CENTER | ||||||
| 15 NEIL COURT | OCEANSIDE | NY | 11572 | NONE | GENERAL WELFARE | $5,000 |
| BROADWAY CARES EQUITY FIGHTS AIDS | ||||||
| 165 WEST 46TH STREET SUITE 1300 | NEW YORK | NY | 10036 | NONE | GENERAL WELFARE | $20,000 |
| CALVARY HOSPITAL | ||||||
| 1740 EASTCHESTER ROAD | BRONX | NY | 10461 | NONE | GENERAL WELFARE | $2,500 |
| CHABAD STUDENT CENTER OF BOCA RATON | ||||||
| 935 NW 5TH AVENUE | BOCA RATON | FL | 33432 | NONE | GENERAL WELFARE | $3,500 |
| CONVERSE FREE LIBRARY | ||||||
| 38 UNION STREET | LYME | NH | 03768 | NONE | GENERAL WELFARE | $5,000 |
| DARTMOUTH-HITCHCOCK MEDICAL CENTER CHAD | ||||||
| ONE MEDICAL CENTER DRIVE HB 7070 | LEBANON | NH | 03756 | NONE | GENERAL WELFARE | $5,000 |
| DOCTORS WITHOUT BORDERS | ||||||
| 333 SEVENTH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | NONE | GENERAL WELFARE | $2,500 |
| DRAMATISTS LEGAL DEFENSE FUND | ||||||
| 1501 BROADWAY SUITE 701 | NEW YORK | NY | 10036 | NONE | GENERAL WELFARE | $5,000 |
| FIRST BAPTIST CHURCH OF LYME | ||||||
| DORCHESTER ROAD | LYME | NH | 03768 | NONE | GENERAL WELFARE | $10,000 |
| FRIENDS OF YAD VASHEM | ||||||
| 500 FIFTH AVENUE SUITE 4200 | NEW YORK | NY | 10110 | NONE | GENERAL WELFARE | $7,500 |
| JUVENILE DIABETES RESEARCH FOUNDATION JDRF | ||||||
| 1641 WORTHINGTON RD SUITE 340 | WEST PALM BEACH | FL | 33409 | NONE | GENERAL WELFARE | $1,000 |
| LYME CONGREGATIONAL CHURCH | ||||||
| 1 DORCHESTER ROAD | LYME | NH | 03768 | NONE | GENERAL WELFARE | $10,000 |
| MAKE A WISH FOUNDATION OF NEW HAMPSHIRE | ||||||
| 814 ELM STREET SUITE 300 | MANCHESTER | NH | 03101 | NONE | GENERAL WELFARE | $2,500 |
| NASSAU POPS SYMPHONY ORCHESTRA INC | ||||||
| 859 WILLOW ROAD | FRANKLIN SQUARE | NY | 11010 | NONE | GENERAL WELFARE | $15,000 |
| NEIGHBORS UNITE NEW HAMPSHIRE | ||||||
| 83 BROOK ROAD | OXFORD | NH | 03777 | NONE | GENERAL WELFARE | $2,500 |
| ONE SIMPLE WISH | ||||||
| 1977 NORTH OLDEN AVENUE 292 | TRENTON | NJ | 08618 | NONE | GENERAL WELFARE | $1,000 |
| OR OLAM - EAST 55TH STREET SYNAGOGUE | ||||||
| 308 EAST 55TH STREET | NEW YORK | NY | 10022 | NONE | GENERAL WELFARE | $2,500 |
| SHAKER BRIDGE THEATRE | ||||||
| 23 MAIN STREET | ENFIELD | NH | 03748 | NONE | GENERAL WELFARE | $5,000 |
| SOUTH SHORE SYMPHONY ORCHESTRA | ||||||
| 130 BROADWAY | ROCKVILLE CENTRE | NY | 11570 | NONE | GENERAL WELFARE | $2,500 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||
| 501 STJUDE PLACE | MEMPHIS | TN | 38105 | NONE | GENERAL WELFARE | $5,000 |
| THE GUIDE DOG FOUNDATION FOR THE BLIND INC | ||||||
| 371 EAST JERICHO TURNPIKE | SMITHTOWN | NY | 11787 | NONE | GENERAL WELFARE | $3,000 |
| THE HUMANE SOCIETY OF THE UNITED STATES | ||||||
| 2100 L STREET NW | WASHINGTON | DC | 20037 | NONE | GENERAL WELFARE | $2,000 |
| THE LYME FOUNDATION | ||||||
| PO BOX 292 | LYME | NH | 03768 | NONE | GENERAL WELFARE | $5,000 |
| THE MANILOW MUSIC PROJECT | ||||||
| 8295 SOUTH LA CIENEGA BLVD | INGLEWOOD | CA | 90301 | NONE | GENERAL WELFARE | $3,000 |
| THE RONALD MCDONALD HOUSE NEW YORK | ||||||
| 405 EAST 73RD STREET | NEW YORK | NY | 10021 | NONE | GENERAL WELFARE | $2,500 |
| THE STORM THEATRE INC | ||||||
| 32 WEST 72ND SREET APT 2B | NEW YORK | NY | 10023 | NONE | GENERAL WELFARE | $2,500 |
| TORAH ACADEMY OF BOCA RATON | ||||||
| 3881 NW 3RD AVENUE | BOCA RATON | FL | 33431 | NONE | GENERAL WELFARE | $2,500 |
| UPPER VALLEY LAND TRUST | ||||||
| 19 BUCK ROAD | HANOVER | NH | 03755 | NONE | GENERAL WELFARE | $5,000 |
| VISITING NURSE & HOSPICE OF NEW HAMPSHIRE | ||||||
| 66 BENNING STREET SUITE 6 | WEST LEBANON | NH | 03784 | NONE | GENERAL WELFARE | $5,000 |
| WAGGIN TRAIN RESCUE INC | ||||||
| 1234 BEAR HILL ROAD | BROOKFIELD | VT | 05060 | NONE | GENERAL WELFARE | $2,500 |
| WONDERWORK | ||||||
| 411 FIFTH AVENUE SUITE 702 | NEW YORK | NY | 10016 | NONE | GENERAL WELFARE | $1,000 |
| YIDDISH BOOK CENTER | ||||||
| 1021 WEST STREET | AMHERST | MA | 01002 | NONE | GENERAL WELFARE | $20,000 |
| YOUNG AUDIENCES NEW YORK | ||||||
| 1 EAST 53RD STREET | NEW YORK | NY | 10022 | NONE | GENERAL WELFARE | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $196,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $109,172 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $669,730 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $778,902 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $778,902 | TotalIncomeProducingActyAmt |
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 | $9,825 | Amt |
| Net Investment Income | $9,825 | 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 | $3,931,460 | EOYBookValueAmt |
| EOYFMV | $3,440,918 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $209,624 | LegalFeesAmt |
| Net Investment Income | $209,624 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $147 | $147 | $0 |
| STATE FILING FEE | $250 | $250 | $0 |
| CONSERVATION EXPENSE | $4,384 | $4,384 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $120,000 | Amt |
| Net Investment Income | $120,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $1,056 | Amt |
| Net Investment Income | $1,056 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |