DIPPELL FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- DIPPELL FAMILY FOUNDATION INC (EIN 26-1701174)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-09
- IRS object ID
- 202600999349100955
- Schema version
- 2025v4.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-09T10:13:53-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650100243 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRAIG L RICKERT CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5580 LAGORCE DRIVE | AddressLine1Txt |
| City | MIAMI BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33140 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261701174 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIPPELL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DIPP | BusinessNameControlTxt |
| Phone | 5163820200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31 PHEASANT RUN | AddressLine1Txt |
| City | GREAT NECK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | G JOSEPH DIPPELL JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5163820200 | PhoneNum |
| Signature | 2026-04-08 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P01018853 | PTIN |
| Phone | 3058663229 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $950,940 | 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 | $145,130 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $28,594 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,594 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $170,344 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $34,853,625 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $170,344 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $344,068 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $198,938 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $40,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $20,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $20,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $128 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $128 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,213 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,550 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $45,891 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,128 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $74,955 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $74,955 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $120,846 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,128 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $94,955 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $223,222 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $177,810 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $115,427 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $138,437 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $138,437 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $868,039 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,074,195 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $812,503 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $983,466 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,212,632 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $950,940 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $983,466 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,212,632 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $983,466 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,212,632 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $983,466 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,212,632 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $983,466 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $223,222 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,944 | OtherIncreasesAmt |
| Subtotal | $1,212,632 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,212,632 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| FIDELITY-VARIOUS | P | $34,760,939 | $34,555,985 | $204,954 | $204,954 |
| FIDELITY-VARIOUS | P | $92,659 | $86,076 | $6,583 | $6,583 |
| PROSHARES ULTRA VIX | P | $41,220 | -$41,220 | -$41,220 | |
| CAPITAL GAINS DIVIDENDS | P | $27 | $27 | $27 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $170,344 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,472 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,472 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,472 | 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 | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $54 | EsPenaltyAmt |
| Tax Due | $2,526 | 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 | 0 | 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 |
| Individual With Books | MERIKE GRUNBAUM | IndividualWithBooksNm |
| Phone | 9176569222 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31 PHEASANT RUN | AddressLine1Txt |
| City | GREAT NECK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11024 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| G JOSEPH DIPPELL JR | ||||||||
| 1001 SURFSIDE BLVD | MIAMI BEACH | FL | 33154 | PRESIDENT | 5.00 | $15,000 | $0 | $0 |
| JANET DIPPELL | ||||||||
| 1001 SURFSIDE BLVD | MIAMI BEACH | FL | 33154 | VICE PRESIDENT | 5.00 | $15,000 | $0 | $0 |
| MEIKE GRUNBAUM | ||||||||
| 31 PHEASANT RUN | GREAT NECK | NY | 11024 | TREASURER | 5.00 | $10,000 | $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 | $895,082 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $895,082 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $895,082 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,426 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $881,656 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $44,083 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $44,083 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,472 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,472 | TotalTaxAmt |
| Distributable Before Adj | $41,611 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $41,611 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $41,611 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $94,955 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $94,955 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $41,611 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $43,543 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $127,310 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $45,617 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $32,058 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $59,193 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $307,721 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $94,955 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $41,611 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $53,344 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $361,065 | 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 | $43,543 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $317,522 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $127,310 | ExcessFromYear4Amt |
| Excess From Year3 | $45,617 | ExcessFromYear3Amt |
| Excess From Year2 | $32,058 | ExcessFromYear2Amt |
| Excess From Year1 | $59,193 | ExcessFromYear1Amt |
| Excess From Current Year | $53,344 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | G JOSEPH DIPPELL JR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31 PHEASANT RUN | AddressLine1Txt |
| City | GREAT NECK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5163820200 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUESTS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | UNDER $25,000. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HENRY LEE INSTITUTE OF FORENSIC SCIENSE | |||||||
| 300 BOSTON POST RD | WEST HAVEN | CT | 06516 | NONE | PC | CHARITABLE | $5,000 |
| NASSAU COUNTY PBA FOUNDATION | |||||||
| 89 E JERICHO TPKE | MINEOLA | NY | 11501 | NONE | PC | CHARITABLE | $6,325 |
| NEW YORK JUNIOR TENNIS LEAGUE | |||||||
| 36-36 33RD ST | LONG ISLAND CITY | NY | 11106 | NONE | PC | CHARITABLE | $5,800 |
| NEW YORK UNIVERSITY | |||||||
| 70 WASHINGTON SQUARE SOUTH | NYC | NY | 10012 | NONE | PC | CHARITABLE | $5,000 |
| POLICEWOMENS ENDOWMENT ASSC | |||||||
| 125 BROAD ST | NBEW YORK CITY | NY | 10004 | NONE | PC | CHARITABLE | $1,000 |
| SILVER SHIELD FOUNDATION | |||||||
| 870 UN PLAZA FIRST FLOOR | NEW YORK | NY | 10017 | NONE | PC | CHARITABLE | $5,000 |
| THE CENTURION FOUNDATION | |||||||
| 123 E54TH ST | NBEW YORK CITY | NY | 10022 | NONE | PC | CHARITABLE | $7,500 |
| TROOPER FD NYS | |||||||
| 3 AIRPORT PARK BLVD | LATHAM | NY | 12110 | NONE | PC | CHARITABLE | $5,000 |
| ST JOSEPH BY THE SEA | |||||||
| 400 ROUTE 35 NORTH | SOUTH MANTOLOKING | NJ | 08738 | NONE | PC | CHARITABLE | $1,500 |
| FRIENDS OF OLLIE CAT | |||||||
| 197 W MAIN ST | SAYVILLE | NY | 11782 | NONE | PC | CHARITABLE | $1,000 |
| BROOKDALE COLLEGE | |||||||
| 765 NEWMAN SPRINGS ROAD | LINCROFT | NJ | 07738 | NONE | PC | CHARITABLE | $2,000 |
| FLA HIGHWAY PATRIL ADVISORY COUNCIL | |||||||
| 2900 APALACHEE PARKWAY | TALLAHASSEE | FL | 32399 | NONE | PC | CHARITABLE | $500 |
| INTER TENNIS HALL OF FAME | |||||||
| 194 BELLEVUE AVE | NEWPORT | RI | 02840 | NONE | PC | CHARITABLE | $8,600 |
| PULASKI ASSC | |||||||
| 55-02 69TH STREET | QUEENS | NY | 11378 | NONE | PC | CHARITABLE | $250 |
| ALBERT FIRE CO | |||||||
| 100 IU WILLETS ROAD | ALBERTSON | NY | 11507 | NONE | PC | CHARITABLE | $250 |
| HAROLD & RUTH ALLEN FOUNDATION | |||||||
| 1001 SURFSIDE BLVD | SURFSIDE | FL | 33154 | NONE | PC | CHARITABLE | $2,100 |
| ESTONIAN EVANGELICAL LUTHERAN CHURCH | |||||||
| 21 SHORE ROAD | PORT WASHINGTON | NY | 11050 | NONE | PC | CHARITABLE | $130 |
| LOVE FUND | |||||||
| 10680 NW 25TH STREET | DORAL | FL | 33172 | NONE | PC | CHARITABLE | $5,000 |
| STATE UNIVERSITY OF NY COLLEGE AT PURCHASE | |||||||
| 735 ANDERSON HILL RD | PURCHASE | NY | 10577 | NONE | PC | CHARITABLE | $3,000 |
| HISPANIC SOCIETY | |||||||
| 1542 SW 144TH AVE | MIAMI | FL | 33184 | NONE | PC | CHARITABLE | $5,000 |
| COLUMBIA UNVERSITY | |||||||
| 116TH STREET | NEW YORK | NY | 10027 | NONE | PC | CHARITABLE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $74,955 | 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 | $28,594 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $170,344 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $198,938 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $198,938 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAROLD & RUTH ALLEN FOUNDATION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 SURFSIDE BLVD | AddressLine1Txt |
| City | SURFSIDE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33154 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $145,130 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CRAIG RICKERT CPA | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (30 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLOGENE | $12,234 | $2,740 |
| PARKERVISION | $114,366 | $3,150 |
| 5000 SHS LEGEND OIL | $11,609 | $0 |
| COINBASE GLOBAL | $151,448 | $90,456 |
| SECURITY NATIONAL FIN | $12,055 | $12,614 |
| UIPATH | $23,693 | $24,585 |
| UNITED STATES NAT GAS FD LP | $6,955 | $6,130 |
| MODERNA | $13,436 | $14,745 |
| PROSHARES TR II ULTRA SHORT | $74,775 | $53,895 |
| ENERGY TRANSFER LP | $18,029 | $16,490 |
| PALANTIR TECHNOLOGIES | $72,632 | $62,213 |
| AERSALE CORPORATION | $17,412 | $19,908 |
| KIMCO REALTY CORP | $14,547 | $29,285 |
| ARBOR REALTY TRUST | $30,382 | $19,400 |
| ADVANCED MICRO DEVICES | $37,739 | $32,124 |
| ALPHABET | $79,373 | $78,250 |
| BLOOM ENERGY | $19,812 | $17,378 |
| CROWDSTRIKE HLDGS | $24,032 | $23,438 |
| ENOVIX | $10,180 | $7,310 |
| GILEAD | $11,665 | $12,274 |
| ELI LILY | $26,025 | $26,867 |
| MP MATERIALS | $23,722 | $15,156 |
| NIKE | $7,930 | $6,371 |
| NVIDA | $18,819 | $18,650 |
| ORACLE | $48,851 | $48,728 |
| STRIVE | $26,252 | $12,915 |
| TESLA | $68,927 | $67,458 |
| WILLIS LEASE FIN | $52,341 | $54,256 |
| NETFLIX | $27,213 | $18,752 |
| ROBINHOOD | $17,741 | $16,965 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $2,213 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |