JOE & HELLEN DARION FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JOE & HELLEN DARION FOUNDATION INC (EIN 13-4196115)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2025-12-30
- IRS object ID
- 202640139349100034
- Schema version
- 2024v5.0
- 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 | 2025-12-30T11:15:25-05:00 | ReturnTs |
| Tax Period End | 2025-09-30 | 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 | 2024-10-01 | 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 | BRUCE NADLER | PersonNm |
| Person Title | TREASURER/DIRECTOR | PersonTitleTxt |
| Phone | 5167667562 | PhoneNum |
| Signature | 2025-12-03 | 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 | 2025-12-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,747,303 | 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 | $148,373 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $148,373 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $242,914 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,190,134 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $286,235 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $286,235 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $677,522 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $434,608 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $160,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $20,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $46,431 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $22,309 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $60,070 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $6,434 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $267,557 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $562,801 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $405,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $405,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $967,801 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $425,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$290,279 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $434,608 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $310,580 | CashBOYAmt |
| Cash EOY | $315,115 | CashEOYAmt |
| Cash EOYFMV | $315,115 | CashEOYFMVAmt |
| Corporate Stock BOY | $4,750,088 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,673,309 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,919,845 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $2,494,139 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,233,883 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,512,343 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,554,807 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,222,307 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,747,303 | TotalAssetsEOYFMVAmt |
| Deferred Revenue BOY | $384,005 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $341,338 | DeferredRevenueEOYAmt |
| Other Liabilities BOY | $6,088 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $6,534 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $390,093 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $347,872 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $7,164,714 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $6,874,435 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,164,714 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,874,435 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,554,807 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,222,307 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,164,714 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$290,279 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,874,435 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,874,435 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,041 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,041 | SubtotalAmt |
| Tax Based On Investment Income | $6,041 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $294 | EsPenaltyAmt |
| Tax Due | $6,335 | 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 |
| Individual With Books | BRUCE NADLER | IndividualWithBooksNm |
| Phone | 5167667562 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 214 SUNNYSIDE ROAD | AddressLine1Txt |
| City | OCEANSIDE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11572 | 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 | $40,000 | $0 | $0 |
| BRUCE NADLER | ||||||||
| 214 SUNNYSIDE ROAD | OCEANSIDE | NY | 11572 | TREASURER/DI | 000.00 | $40,000 | $0 | $0 |
| BARBARA E NADLER | ||||||||
| 214 SUNNYSIDE ROAD | OCEANSIDE | NY | 11572 | VICE PRESIDE | 000.00 | $40,000 | $0 | $0 |
| ROGER CHUDZIK | ||||||||
| 625 COREY CREEK LANE | SOUTHOLD | NY | 11971 | SECRETARY/DI | 000.00 | $40,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
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 | $6,468,334 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $408,861 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,512,343 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,389,538 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $9,389,538 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $140,843 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,248,695 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $462,435 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $462,435 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,041 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,041 | TotalTaxAmt |
| Distributable Before Adj | $456,394 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $456,394 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $456,394 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $425,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $425,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $456,394 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $34,757 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $19,084 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $53,841 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $425,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $425,000 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $31,394 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $31,394 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $22,447 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $22,447 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $3,363 | ExcessFromYear2Amt |
| Excess From Year1 | $19,084 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 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 | $10,000 | |
| BROOKLYN BOOK FESITVAL | ||||||||
| 249 SMITH STREET 106 | BROOKLYN | NY | 11231 | NONE | GENERAL WELFARE | $5,000 | ||
| CHILDRENS TUMOR FOUNDATION | ||||||||
| 697 THIRD AVENUE- STE 418 | NEW YORK | NY | 10017 | NONE | GENERAL WELFARE | $20,000 | ||
| CROHN'S & COLITIS FOUNDATION OF | ||||||||
| AMERICA | 733 THIRD AVE- SUITE 510 | NEW YORK | NY | 10017 | NONE | GENERAL WELFARE | $5,000 | |
| DOROT | ||||||||
| 171 W 85TH STREET | NEW YORK | NY | 10024 | NONE | GENERAL WELFARE | $5,000 | ||
| HICKSVILLE PUBLIC SCHOOLS | ||||||||
| 200 DIVISION STREET | HICKSVILLE | NY | 11801 | NONE | GENERAL WELFARE | $35,000 | ||
| 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 | ||
| NAMI MASSACHUSETTS | ||||||||
| 331 MONTVALE AVENUE-2ND F | WOBRUN | MA | 01801 | NONE | GENERAL WELFARE | $20,000 | ||
| NASSAU POPS SYMPHONE ORCHESTRA INC | ||||||||
| 859 WILLOW ROAD | FRANKLIN SQUARE | NY | 11010 | NONE | GENERAL WELFARE | $17,500 | ||
| 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 | $25,000 | |
| 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 | $5,000 | ||
| 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 | $5,000 | ||
| 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 SPACE ON MAIN | ||||||||
| POBOX 512 | BRADFORD | VT | 05033 | NONE | GENERAL WELFARE | $10,000 | ||
| 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 | $25,000 | ||
| YIDDISH BOOK CENTER | ||||||||
| 1021 WEST STREET | AMHERST | MA | 01002 | NONE | GENERAL WELFARE | $10,000 | ||
| EAST END ARTS COUNCIL | ||||||||
| 141 EAST MAIN STREET | RIVERHEAD | NY | 11901 | NONE | GENERAL WELFARE | $5,000 | ||
| FRIENDS OF THE FROST PLACE | ||||||||
| POBOX 74 | FRANCONIA | NH | 03580 | NONE | GENERAL WELFARE | $5,000 | ||
| CAST CENTER FOR ADVOCACY SUPPORT | ||||||||
| AND TRANSFORMATION | POBOX 1566 | SOUTHOLD | NY | 11971 | NONE | GENERAL WELFARE | $10,000 | |
| AMERICAN KIDNEY FUND | ||||||||
| 11921 ROCKVILLE PIKE | ROCKVILLE | MD | 20852 | NONE | GENERAL WELFARE | $10,000 | ||
| HAPPY HATS FOR KIDS IN HOSPITALS | ||||||||
| 923 VAN NESS AVENUE | TORRANCE | CA | 90501 | NONE | GENERAL WELFARE | $5,000 | ||
| PULMONARY FIBROSIS FOUNDATION | ||||||||
| 233 W JACKSON BLVD | CHICAGO | IL | 60606 | NONE | GENERAL WELFARE | $15,000 | ||
| MAKE-A-WISH | ||||||||
| POBOX 97104 | WASHINGTON | DC | 200907104 | NONE | GENERAL WELFARE | $10,000 | ||
| MARINE TOYS FOR TOTS FOUNDATION | ||||||||
| POBOX 5036 | BOONE | IA | 509500036 | NONE | GENERAL WELFARE | $5,000 | ||
| SOUTH FORK BAKERY | ||||||||
| 3333 NOYAC ROAD | SAG HARBOR | NY | 11963 | NONE | GENERAL WELFARE | $5,000 | ||
| RAISING HOPE INC | ||||||||
| 109 DABOLL STREET | PROVIDENCE | RI | 02907 | NONE | GENERAL WELFARE | $10,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $405,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $148,373 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $286,235 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $242,914 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $677,522 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $677,522 | 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 | $22,309 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | SALES OF STOCK | AssetDesc |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2025-09 | SoldDt |
| Gross Sales Price | $2,190,134 | GrossSalesPriceAmt |
| Basis | $1,947,220 | BasisAmt |
| Total Net | $242,914 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $4,673,309 | EOYBookValueAmt |
| EOYFMV | $6,919,845 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $46,431 | LegalFeesAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | "MAN OF LA MANCHA" COPYRIGHTS | Desc |
| BOY Book Value | $2,494,139 | BOYBookValueAmt |
| EOY Book Value | $2,233,883 | EOYBookValueAmt |
| EOYFMV | $2,512,343 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| AMORTIZATION OF COPYRIGHTS | $260,256 |
| STORAGE FEES | $2,007 |
| OFFICE EXPENSE | $5,294 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTIES | Desc |
| Revenue And Expenses Per Books | $286,235 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $286,235 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| FEDERAL EXCISE TAX PAYABLE | $5,813 | $6,284 |
| NYS FILING FEES | $275 | $250 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $60,070 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FOREIGN TAXES | $202 |
| FEDERAL EXCISE TAX | $6,007 |
| NYS FILING FEE | $225 |