JEANINE HELLER FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JEANINE HELLER FOUNDATION INC (EIN 81-0691564)
- Tax period
- 2022-10-01 to 2023-09-30
- Filed
- 2024-08-05
- IRS object ID
- 202442189349100219
- Schema version
- 2022v5.0
- 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
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-05T13:42:31-05:00 | ReturnTs |
| Tax Period End | 2023-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 270120069 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COOPERSMITH SIMON & VOGEL PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 CHARLES LINDBERGH BLVD STE 605 | AddressLine1Txt |
| City | UNIONDALE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11553 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810691564 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JEANINE HELLER FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O WILLIAM A VOGEL | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEAN | BusinessNameControlTxt |
| Phone | 5164835800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 256 HAMILTON AVENUE | AddressLine1Txt |
| City | WEST HEMPSTEAD | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11552 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM A VOGEL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5164835800 | PhoneNum |
| Signature | 2024-08-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM A VOGEL | PreparerPersonNm |
| PTIN | P00209076 | PTIN |
| Phone | 5164835800 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $24,655,697 | 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 | $5,243,916 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $8,893 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,893 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $143,552 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $143,552 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $233,742 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,710,943 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $233,742 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,630,103 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $386,187 | 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 | $385 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $385 | LegalFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,042 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,042 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,427 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,427 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $863,506 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $863,506 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $866,933 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $866,933 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,763,170 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $386,187 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $200,002 | CashBOYAmt |
| Cash EOY | $119,071 | CashEOYAmt |
| Cash EOYFMV | $119,071 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,685,383 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,803,674 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,803,674 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,169,347 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,189,406 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $14,409,920 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,083,045 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,491,211 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $60,968 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $52,335 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $17,295,305 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,236,105 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,655,697 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $17,295,305 | CapitalStockBOYAmt |
| Capital Stock EOY | $18,236,105 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,295,305 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,236,105 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,295,305 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,236,105 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,295,305 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,763,170 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $22,058,475 | SubtotalAmt |
| Other Decreases | $3,822,370 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $18,236,105 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1000 NVIDIA | P | 2022-03-15 | 2023-09-01 | $491,901 | $227,380 | $264,521 | $264,521 |
| 500 NVIDIA | P | 2022-05-27 | 2023-09-18 | $220,591 | $92,188 | $128,403 | $128,403 |
| 500 NVIDIA | P | 2022-05-27 | 2023-09-20 | $216,221 | $92,188 | $124,033 | $124,033 |
| 2373 PFIZER | D | 2021-12-31 | 2023-09-18 | $79,894 | $138,556 | -$58,662 | -$58,662 |
| 2000 PFIZER | D | 2021-12-31 | 2023-09-05 | $65,490 | $116,800 | -$51,310 | -$51,310 |
| 10000 TSINGTAO BREWING | D | 2021-12-31 | 2023-09-18 | $81,114 | $93,023 | -$11,909 | -$11,909 |
| 1800 INTEL | D | 2021-12-31 | 2023-09-20 | $63,881 | $93,132 | -$29,251 | -$29,251 |
| 3000 ALPHABET INC CL C | D | 2021-12-31 | 2023-09-26 | $387,836 | $438,007 | -$50,171 | -$50,171 |
| 100 KYNDRYL HOLDGS | D | 2021-01-12 | 2023-06-20 | $1,335 | $2,711 | -$1,376 | -$1,376 |
| 150 ORGANON & CO | D | 2017-05-02 | 2023-06-20 | $3,126 | $4,491 | -$1,365 | -$1,365 |
| 3M CO | D | 2021-02-18 | 2023-06-27 | $99,554 | $178,725 | -$79,171 | -$79,171 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $233,742 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,368 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,368 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,368 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,283 | 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 | $12,283 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,915 | OverpaymentAmt |
| Applied To ES Tax | $6,915 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WILLIAM A VOGEL CO CSV PC | IndividualWithBooksNm |
| Phone | 5164835800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 CHAS LINDBERGH BLVD SUITE 605 | AddressLine1Txt |
| City | UNIONDALE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11553 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WILLIAM A VOGEL | ||||||||
| 256 HAMILTON AVENUE | WEST HEMPSTEAD | NY | 11552 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| SONJA SANCHEZ GREGGERSEN | ||||||||
| 221 MADISON AVENUE | FRANKLIN SQUARE | NY | 11010 | VICE-PRESIDENT | 2.00 | $0 | $0 | $0 |
| SHAWN H VOGEL | ||||||||
| 256 HAMILTON AVENUE | WEST HEMPSTEAD | NY | 11552 | SEC/TREAS | 3.00 | $0 | $0 | $0 |
| LYNN A SULLIVAN | ||||||||
| 240 COLONY STREET | WEST HEMPSTEAD | NY | 11552 | VICE-PRESIDENT | 2.00 | $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 | $15,688,510 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,251,502 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,940,012 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,940,012 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $269,100 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,670,912 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $883,546 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $883,546 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,368 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,368 | TotalTaxAmt |
| Distributable Before Adj | $878,178 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $878,178 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $878,178 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $866,933 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $866,933 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $878,178 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $69,859 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $69,859 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $866,933 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $866,933 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $11,245 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $11,245 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $58,614 | 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 | $58,614 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $58,614 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ACDS | ||||||||||||
| 4 FERN PLACE | PLAINVIEW | NY | 11803 | NONE | 501(C)(3) | THE SUNSHINE FUND GENERAL SUPPORT | $30,000 | |||||
| CAMP DUDLEY | ||||||||||||
| 126 CAMP DUDLEY RD | WESTPORT | NY | 12993 | NONE | 501(C)(3) | GENERAL SUPPORT | $5,000 | |||||
| CHILDREN OF HOPE FOUNDATION | ||||||||||||
| 2177 WILLOUGHBY AVE | WANTAGH | NY | 11793 | NONE | 501(C)(3) | GENERAL SUPPORT | $15,000 | |||||
| ERASE RACISM | ||||||||||||
| 6800 JERICHO TURNPIKE | SYOSSET | NY | 117914401 | NONE | 501(C)(3) | GENERAL SUPPORT | $25,000 | |||||
| H FRANK CAREY HIGH SCHOOL | ||||||||||||
| 230 POPPY AVENUE | FRANKLIN SQUARE | NY | 11010 | NONE | 501(C)(3) | FM SCHOLARSHIP | $6,000 | |||||
| HOSPICE OF WESTCHESTER | ||||||||||||
| 1025 WESTCHESTER AVENUE 200 | WHITE PLAINS | NY | 10604 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 | |||||
| KOINONIA-MARTIN LUTHER CAMP CORP | ||||||||||||
| 165 LAKEVIEW DRIVE ROAD | HIGHLAND LAKE | NY | 12743 | NONE | 501(C)(3) | CAPITAL CAMPAIGN | $50,000 | |||||
| LONG ISLAND CARES | ||||||||||||
| 10 DAVIDS DRIVE | HAUPPAUGE | NY | 117882039 | NONE | 501(C)(3) | HARRY CHAPIN FOOD BANK | $45,006 | |||||
| LONG ISLAND COUNCIL OF CHURCHES | ||||||||||||
| 230 HANSE AVENUE | FREEPORT | NY | 11520 | NONE | 501(C)(3) | FREEPORT PANTRY | $75,000 | |||||
| LUTHERAN DISASTER RESPONSE-ELCA GIFT PROCESSING CENTER | ||||||||||||
| PO BOX 1809 | MERRIFIELD | VA | 221168009 | NONE | 501(C)(3) | DISASTER RELIEF PUERTO RICO, FLORIDA, MAUI | $150,000 | |||||
| MOMMAS HOUSE | ||||||||||||
| 3100 HEMPSTEAD TPKE | LEVITTOWN | NY | 11756 | NONE | 501(C)(3) | GENERAL SUPPORT | $20,000 | |||||
| NY CONFERENCE SCHOOL OF MINISTRY | ||||||||||||
| PO BOX 487 | SYRACUSE | NY | 13209 | NONE | 501(C)(3) | GENERAL SUPPORT | $25,000 | |||||
| PLANNED PARENTHOOD OF NASSAU COUNTY | ||||||||||||
| 540 FULTON AVENUE | HEMPSTEAD | NY | 11550 | NONE | 501(C)(3) | GENERAL SUPPORT | $50,000 | |||||
| RACE TRACK CHAPLAINCY OF AMERICA | ||||||||||||
| PO BOX 37191 | ELMONT | NY | 11003 | NONE | 501(C)(3) | GENERAL SUPPORT | $25,000 | |||||
| SOURP HAGOP ARMENIAN CHURCH | ||||||||||||
| NONE | PC | GENERAL SUPPORT | $25,000 | 3401 OLIVAR-ASSELIN | MONTREAL | ONTARIO | CA | H4J1L5 | ||||
| ST ANDREWS EVANGELICAL LUTHERAN CHURCH | ||||||||||||
| 54 NASSAU BOULEVARD | WEST HEMPSTEAD | NY | 11552 | NONE | 501(C)(3) | GENERAL SUPPORT | $25,000 | |||||
| THE COMMUNITY CHURCH OF GARDEN CITY | ||||||||||||
| 245 STEWART AVENUE | GARDEN CITY | NY | 11530 | NONE | 501(C)(3) | GENERAL SUPPORT | $37,500 | |||||
| THE SAFE CENTER LI | ||||||||||||
| 15 GRUMMAN RD W 1000 | BETHPAGE | NY | 11714 | NONE | 501(C)(3) | GENERAL SUPPORT | $20,000 | |||||
| WEST HEMPSTEAD UNION FREE SCHOOL DISTRICT | ||||||||||||
| 400 NASSAU BLVD | WEST HEMPSTEAD | NY | 11552 | NONE | 501(C)(3) | MUSIC AND ARTS | $10,000 | |||||
| UNITED CHURCH OF CHRIST | ||||||||||||
| PO BOX 71957 | CLEVELAND | OH | 44194 | NONE | 501(C)(3) | FOR DISASTER AID | $50,000 | |||||
| ODYSSEY TEEN CAMP | ||||||||||||
| 923 SAW MILL RIVER ROAD | ARDSLEY | NY | 10502 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 | |||||
| LITTLE ANGEL SERVICE DOGS | ||||||||||||
| PO BOX 219 | JAMUL | CA | 91915 | NONE | 501(C)(3) | GENERAL SUPPORT | $25,000 | |||||
| THE COMMUNITY CATS OF LONG ISLAND | ||||||||||||
| 1145 CONNETQUOT AVENUE | CENTRAL ISLIP | NY | 11722 | NONE | 501(C)(3) | GENERAL SUPPORT | $25,000 | |||||
| RONALD MCDONALD HOUSE NY | ||||||||||||
| 405 EAST 73RD STREET | NEW YORK | NY | 10021 | NONE | 501(C)(3) | GENERAL SUPPORT | $6,250 | |||||
| CITIZENS CAMPAIGN FUND FOR THE ENVIRONMENT | ||||||||||||
| 225 MAIN STREET STE2 | FARMINGDALE | NY | 11735 | NONE | 501(C)(3) | GENERAL SUPPORT | $6,250 | |||||
| IMAGINATION LIBRARY OF THE OUCHITAS | ||||||||||||
| PO BOX 482 | MT IDA | AZ | 71957 | NONE | 501(C)(3) | GENERAL SUPPORT | $6,250 | |||||
| UNITED CHURCH OF ROCKVILLE CENTER | ||||||||||||
| 430 MORRIS AVENUE | ROCKVILLE CENTRE | NY | 11570 | NONE | 501(C)(3) | GENERAL SUPPORT | $6,250 | |||||
| ROCK OUT CURES INC | ||||||||||||
| 1324 MCCLURE AVENUE | ELMONT | NY | 11003 | NONE | 501(C)(3) | GENERAL SUPPORT | $5,000 | |||||
| WHIP | ||||||||||||
| 1253 PEORIA STREET | WASHINGTON | IL | 61571 | NONE | 501(C)(3) | GENERAL SUPPORT | $5,000 | |||||
| BUILDING HOMES FOR HEROES | ||||||||||||
| 4584 AUSTIN BLVD 2ND FL | ISLAND PARK | NY | 11558 | NONE | 501(C)(3) | GENERAL SUPPORT | $20,000 | |||||
| EVANGELICAL LUTHERAN CHURCH OF AMERICA | ||||||||||||
| PO BOX 1809 | MERRIFIELD | VA | 221168009 | NONE | 501(C)(3) | TUITION PROGRAMS AND LEADERSHIP | $10,000 | |||||
| LUTHERAN FAMILY & COMMUNITY SERVICES | ||||||||||||
| 311 UNIONDALE AVENUE | UNIONDALE | NY | 11553 | NONE | 501(C)(3) | NEW LIFE CENTER | $5,000 | |||||
| H FRANK CAREY HIGH SCHOOL | ||||||||||||
| 230 POPPY AVENUE | FRANKLIN SQUARE | NY | 11010 | NONE | 501(C)(3) | MUSIC AND ARTS | $10,000 | |||||
| RAINBOW RAILROAD | ||||||||||||
| 575 5TH AVENUE UNIT 18-139 | NEW YORK | NY | 10017 | NONE | 501(C)(3) | GENERAL SUPPORT | $5,000 | |||||
| MEALS ON WHEELS AMERICA | ||||||||||||
| PO BOX 791568 | BALTIMORE | MD | 212791568 | NONE | 501(C)(3) | GENERAL SUPPORT | $2,500 | |||||
| ALASKA SEALIFE CENTER | ||||||||||||
| 301 RAILWAY AVENUE BOX 1329 | SEWARD | AK | 99664 | NONE | 501(C)(3) | GENERAL SUPPORT | $5,000 | |||||
| TRINITY REFORMED CHRUCH | ||||||||||||
| 909 NORTH LANDING ROAD | ROCHESTER | NY | 14625 | NONE | 501(C)(3) | GRACE FUND AID TO TEXAS HOMES | $5,000 | |||||
| BINGHAMTON UNIVERSITY FOUNDATION | ||||||||||||
| PO BOX 6005 | BINGHAMPTON | NY | 139026005 | NONE | 501(C)(3) | FOR HAURPURS FERRY VOLUNTEER AMBULANCE SERVICE | $5,000 | |||||
| A DOLL LIKE ME INC | ||||||||||||
| 15240 W KRAHN CT | NEW BERLIN | WI | 53151 | NONE | 501(C)(3) | GENERAL FUND | $2,500 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $863,506 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,893 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $143,552 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $233,742 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $386,187 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $386,187 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| ESTATE OF JEANINE HELLER | |||||||
| 1 | 256 HAMILTON AVENUE | WEST HEMPSTEAD | NY | 11552 | $210,253 | Yes (X) | |
| ESTATE OF JEANINE HELLER | |||||||
| 2 | 256 HAMILTON AVENUE | WEST HEMPSTEAD | NY | 11552 | $5,033,663 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (9 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 891.43 SHS AMGEN | $227,383 | 2023-09-05 |
| 2 | 24,000 SHS APPLE | $4,547,640 | 2023-09-05 |
| 2 | 1093.82 SHS CHARLES SCHWAB CORP | $65,788 | 2023-09-05 |
| 2 | .7719 SHS MERCK & CO INC | $84 | 2023-09-05 |
| 2 | .9464 SHS WALT DISNEY CO | $78 | 2023-09-05 |
| 2 | 66 SHS SPDR S&P 500 ETF | $29,749 | 2023-09-05 |
| 2 | 203 SHS VANGUARD DIV APPRECIATED | $33,080 | 2023-09-05 |
| 2 | 750 SHS VANGUARD TOTAL BOND FD | $53,202 | 2023-09-05 |
| 2 | 342 SHS VANGUARD TOTAL STOCK FD | $76,659 | 2023-09-05 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | 750 VANGUARD TOTAL BOND | BondNm |
| EOY Book Value | $60,968 | EOYBookValueAmt |
| EOYFMV | $52,335 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (40 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 9000 ALPHABET INC CL A | $1,172,527 | $1,177,740 |
| 9000 ALPHABET INC CL C | $1,165,495 | $1,186,650 |
| 10000 AMAZON.COM INC | $1,093,409 | $1,271,200 |
| 54000 APPLE INC | $5,756,006 | $9,245,340 |
| 1000 CATERPILLAR INC | $165,458 | $273,000 |
| 148 CIGNA CORP | $30,100 | $42,339 |
| 1800 JOHNSON & JOHNSON | $286,888 | $280,350 |
| 2915 MERCK & CO INC | $233,276 | $300,107 |
| 5000 NVIDIA | $591,455 | $2,174,950 |
| 1000 INVESCO QQQ TRUST | $273,733 | $358,270 |
| 1000 INVESCO S&P 500 LOW | $61,615 | $58,790 |
| 757 ISHARES CURRENCY HEDGED MSCI GER | $21,683 | $22,362 |
| 675 ISHARES GOLD EFT | $20,473 | $23,618 |
| 245 ISHARES IBOXX INVT GRADE | $32,087 | $24,995 |
| 178 ISHARES MSCI EAF MIN VOL | $13,243 | $11,609 |
| 500 ISHARES MSCI USA QUALITY | $52,453 | $65,895 |
| 37 ISHARES RUSSELL 2000 | $5,949 | $6,539 |
| 448 ISHARES TIPS BOND ETF | $53,245 | $46,467 |
| 90 ISHARES 20+ YEAR | $13,118 | $7,982 |
| 243 ISHARES 7-10 YEAR | $27,677 | $22,256 |
| 339 PIMCO ENHANCED SHORT | $34,554 | $33,947 |
| 1304 VANGUARD FTSE DEVELOPED | $55,824 | $57,011 |
| 1321 VANGUARD FTSE EMERGING MARK ETF | $55,277 | $51,796 |
| 348 VANGUARD FTSE EUROPE | $19,808 | $20,160 |
| 214 VANGUARD INTERMEDIATE TERM CO E | $19,937 | $16,260 |
| 1000 VANGUARD S&P GROWTH ETF IV | $203,701 | $246,840 |
| 1000 IBM | $124,341 | $140,300 |
| 1000 PEPSICO INC | $134,530 | $169,440 |
| 1000 WASTE MANAGEMENT | $112,075 | $152,440 |
| 3100 BERKSHIE HATHAWAY CL B | $835,067 | $1,085,930 |
| 700 BROADCOM INC | $368,013 | $581,406 |
| 4099 AMGEN INC. | $872,403 | $1,101,764 |
| 62 DAIMLER TRUCK HOLDING F | $1,116 | $1,071 |
| 1000 INTEL CORP | $51,740 | $35,550 |
| 62 MERCEDES-BENZ GROUP ORDF | $4,752 | $4,309 |
| 1094 CHARLES SCHWAB CORP | $43,570 | $60,051 |
| 1 WALT DISNEY CO | $108 | $77 |
| 66 SPDR S&P 500 ETF | $15,750 | $28,214 |
| 203 VANGUARD DIVIDEND APPR | $18,532 | $31,542 |
| 342 VANGUARD TOTAL STOCK | $42,057 | $72,644 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,169,347 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,189,406 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RIVKIN RADLER | CategoryTxt |
| Legal Fees | $385 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $385 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUST BALANCE SHEET TO COST BASIS | Desc |
| Amt | $3,822,370 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LAW JOURNAL NOTICE | $170 | $0 | $170 |
| NYS FILING FEE | $750 | $0 | $750 |
| MISCELLANEOUS | $2 | $0 | $2 |
| WIRE FEES | $60 | $0 | $60 |
| COMPUTER EXPENSE | $2,060 | $0 | $2,060 |
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