BETA

D & D FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
D & D FAMILY FOUNDATION (EIN 20-1884636)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-09-05
IRS object ID
202412499349100101
Schema version
2023v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-09-05T08:43:43-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN113469742PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Michael D Mintz CPA PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15254 Merrick Road - Suite 6AddressLine1Txt
CityMassapequaCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11758ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201884636EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1D&D FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlD&DFBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line125 EAST 86TH STREET STE 12FAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10028ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDOUGLAS A PROPPPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2126259320PhoneNum
Signature2024-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMichael D Mintz CPA PCPreparerPersonNm
PTINP00153355PTIN
Phone5167982588PhoneNum
Preparation2024-09-05PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$403,123FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$8,215DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,408DividendsNetInvstIncmAmt
Dividends Adj Net Incm$4,407DividendsAdjNetIncmAmt
Total Rev And Expnss$8,215TotalRevAndExpnssAmt
Total Net Invst Incm$4,408TotalNetInvstIncmAmt
Total Adj Net Incm$4,407TotalAdjNetIncmAmt
Taxes Rev And Expnss$100TaxesRevAndExpnssAmt
Taxes Net Invst Incm$50TaxesNetInvstIncmAmt
Taxes Adj Net Incm$50TaxesAdjNetIncmAmt
Printing And Pub Rev And Expnss$170PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$85PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$85PrintingAndPubAdjNetIncmAmt
Other Expenses Rev And Expnss$2,996OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,499OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$1,497OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$3,266TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,634TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$1,632TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$28,232ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$28,232ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$31,498TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,634TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$1,632TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$28,232TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$23,283ExcessRevenueOverExpensesAmt
Net Investment Income$2,774NetInvestmentIncomeAmt
Adjusted Net Income$2,775AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$78,933CashBOYAmt
Cash EOY$50,980CashEOYAmt
Cash EOYFMV$50,980CashEOYFMVAmt
Corporate Stock BOY$180,594CorporateStockBOYAmt
Corporate Stock EOY$185,264CorporateStockEOYAmt
Corporate Stock EOYFMV$352,143CorporateStockEOYFMVAmt
Total Assets BOY$259,527TotalAssetsBOYAmt
Total Assets EOY$236,244TotalAssetsEOYAmt
Total Assets EOYFMV$403,123TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$259,527NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$236,244NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$259,527TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$236,244TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$259,527TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$236,244TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$259,527TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$23,283ExcessRevenueOverExpensesAmt
Subtotal$236,244SubtotalAmt
Tot Net Ast Or Fund Balances EOY$236,244TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$39InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$39SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$39TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$100ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$100TotalPaymentsAndCreditsAmt
Overpayment$61OverpaymentAmt
Applied To ES Tax$61AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrfalseComplyWithPublicInspRqrInd
Individual With BooksMICHAEL D MINTZ CPA PCIndividualWithBooksNm
Phone5167982588PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15254 MERRICK ROADAddressLine1Txt
CityMASSAPEQUACityNm
State AbbreviationNYStateAbbreviationCd
ZIP11758ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonDOUGLAS A PROPPPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line125 EAST 86TH STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10028ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1SEE ATTACHEDDescription1Txt
Expenses1$28,332Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$307,326AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$64,957AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$372,283TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$372,283AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,584CashDeemedCharitableAmt
Net Vl Noncharitable Assets$366,699NetVlNoncharitableAssetsAmt
Minimum Investment Return$18,335MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$18,335MinimumInvestmentReturnAmt
Tax Based On Investment Income$39TaxBasedOnInvestmentIncomeAmt
Total Tax$39TotalTaxAmt
Distributable Before Adj$18,296DistributableBeforeAdjAmt
Distributable Before Ded$18,296DistributableBeforeDedAmt
Distributable As Adjusted$18,296DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$28,232ExpensesAndContributionsAmt
Qualifying Distributions$28,232QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$18,296DistributableAsAdjustedAmt
Qualifying Distributions$28,232QualifyingDistributionsAmt
Applied To Current Year$18,296AppliedToCurrentYearAmt
Remaining Distri From Corpus$9,936RemainingDistriFromCorpusAmt
Total Corpus$9,936TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$9,936ExcessDistriCyovToNextYrAmt
Excess From Current Year$9,936ExcessFromCurrentYearAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Private Operating Fndtn Ruling2005-01-05PrivateOperatingFndtnRulingDt
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$2,775CurrentYearAmt
Year1$2,830Year1Amt
Year2$1,519Year2Amt
Year3$1,204Year3Amt
Total$8,328TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$2,359CurrentYearAmt
Year1$2,406Year1Amt
Year2$1,291Year2Amt
Year3$1,023Year3Amt
Total$7,079TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$28,232CurrentYearAmt
Year1$10,326Year1Amt
Year2$25,856Year2Amt
Year3$26,407Year3Amt
Total$90,821TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$28,232CurrentYearAmt
Year1$10,326Year1Amt
Year2$25,856Year2Amt
Year3$26,407Year3Amt
Total$90,821TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Current Year$403,123CurrentYearAmt
Year1$341,441Year1Amt
Year2$382,948Year2Amt
Year3$320,106Year3Amt
Total$1,447,618TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$12,223CurrentYearAmt
Year1$11,892Year1Amt
Year2$11,542Year2Amt
Year3$10,615Year3Amt
Total$46,272TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CONGREGATION KEHILATH JESHURUN
125 E 85TH STREETNEW YORKNY10028NONEPCGENERAL$5,400
FIFTH AVENUE SYNAGOGUE
5 EAST 62ND STEETNEW YORKNY10065NONEPCGENERAL$8,333
VARIOUS UNDER 5001
VARIOUSNEW YORKNY10028NONEPCGENERAL$14,499
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$28,232TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$8,215RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$8,215RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$8,215TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENT AT COSTStockNm
EOY Book Value$185,264EOYBookValueAmt
EOYFMV$352,143EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEES$125$63$62$0
LEGAL & PROFESSIONAL$2,871$1,436$1,435$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryVARIOUSCategoryTxt
Amt$100Amt
Net Investment Income$50NetInvestmentIncomeAmt
Adjusted Net Income$50AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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