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JEANINE HELLER FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
JEANINE HELLER FOUNDATION INC (EIN 81-0691564)
Tax period
2021-10-01 to 2022-09-30
Filed
2023-05-18
IRS object ID
202321389349100112
Schema version
2021v4.2
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)
Return2023-05-18T08:48:54-05:00ReturnTs
Tax Period End2022-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN270120069PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COOPERSMITH SIMON & VOGEL PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line150 CHARLES LINDBERGH BLVD STE 605AddressLine1Txt
CityUNIONDALECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11553ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN810691564EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE JEANINE HELLER FOUNDATION INCBusinessNameLine1Txt
Business Name Line2C/O WILLIAM A VOGELBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJEANBusinessNameControlTxt
Phone5164835800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1256 HAMILTON AVENUEAddressLine1Txt
CityWEST HEMPSTEADCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11552ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM A VOGELPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5164835800PhoneNum
Signature2023-05-18SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstWILLIAMPersonFirstNm
Person LastVOGELPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWILLIAM A VOGELPreparerPersonNm
PTINP00209076PTIN
Phone5164835800PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$15,463,715FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$12,115,297ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,346InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,346InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$105,842DividendsRevAndExpnssAmt
Dividends Net Invst Incm$105,842DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$3,443NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,505,711GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$12,219,042TotalRevAndExpnssAmt
Total Net Invst Incm$107,188TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$3,564LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$3,564LegalFeesDsbrsChrtblAmt
Taxes Rev And Expnss$22,135TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$650OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$650OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$26,349TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,214TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$876,710ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$876,710ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$903,059TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$880,924TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$11,315,983ExcessRevenueOverExpensesAmt
Net Investment Income$107,188NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$192,060CashBOYAmt
Cash EOY$200,002CashEOYAmt
Cash EOYFMV$200,002CashEOYFMVAmt
Sav And Temp Cash Invst BOY$237,343SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,685,383SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,685,383SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$5,549,919CorporateStockBOYAmt
Corporate Stock EOY$14,409,920CorporateStockEOYAmt
Corporate Stock EOYFMV$12,578,330CorporateStockEOYFMVAmt
Total Assets BOY$5,979,322TotalAssetsBOYAmt
Total Assets EOY$17,295,305TotalAssetsEOYAmt
Total Assets EOYFMV$15,463,715TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$5,979,322CapitalStockBOYAmt
Capital Stock EOY$17,295,305CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,979,322TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$17,295,305TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,979,322TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$17,295,305TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,979,322TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$11,315,983ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$17,295,305SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$17,295,305TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
25 BRIT AMER TOBACCOP2021-12-282022-02-23$1,157$931$226$226
3 CNO FINL GROUPP2021-12-282022-02-23$74$73$1$1
1000 APPLEP2021-12-282022-02-23$164,059$180,080-$16,021-$16,021
20 FRESNIUS MEDICALP2021-12-282022-02-23$654$646$8$8
10 GCP APPLIED TECHP2021-12-282022-02-23$319$319$0$0
28 KYNDRYL HLDGSP2021-12-282022-02-23$421$515-$94-$94
141 ORGANONP2021-12-282022-02-23$5,056$4,333$723$723
10 SEALED AIRP2021-12-282022-02-23$699$671$28$28
542 VIATRISP2021-12-282022-02-23$7,889$7,344$545$545
7000 APPLE INCP2021-12-282022-03-31$1,154,946$1,260,561-$105,615-$105,615
2000 APPLE INCP2021-12-282022-05-23$285,193$360,160-$74,967-$74,967
150 ALPHABET AP2021-12-282022-05-26$322,948$441,021-$118,073-$118,073
151 ALPHABET CP2021-12-312022-05-26$326,189$440,928-$114,739-$114,739
3000 APPLE INCP2021-12-282022-06-02$447,622$540,240-$92,618-$92,618
100 ALPHABET AP2021-12-282022-07-06$227,053$294,014-$66,961-$66,961
50 ALPHABET CP2021-12-282022-07-06$114,428$146,003-$31,575-$31,575
1000 APPLE INCP2021-12-282022-07-06$141,832$180,080-$38,248-$38,248
1000 TEMPLETON CHINA WORLDP2021-12-312022-07-08$11,630$14,010-$2,380-$2,380
2000 APPLE INCP2022-02-152022-09-28$295,023$360,160-$65,137-$65,137
1000 APPLE INCD2017-05-022022-02-23$164,188$36,867$127,321$127,321
1000 APPLE INCD2017-05-022022-03-15$154,009$36,867$117,142$117,142
2000 APPLE INCD2017-05-022022-03-29$355,568$73,732$281,836$281,836
2000 APPLE INCD2017-05-022022-05-26$284,979$73,732$211,247$211,247
400 WALT DISNEYD$39,656$55,867-$16,211-$16,211
CAPITAL GAINS DIVIDENDSP$119$119$119
FieldValueIRS element (for citing)
Capital Gain Net Income-$3,443CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,490InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,490SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,490TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$14,004EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$14,004TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$12,514OverpaymentAmt
Applied To ES Tax$12,514AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksWILLIAM A VOGEL CO CSV PCIndividualWithBooksNm
Phone5164835800PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line150 CHAS LINDBERGH BLVD SUITE 605AddressLine1Txt
CityUNIONDALECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11553ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WILLIAM A VOGEL
256 HAMILTON AVENUEWEST HEMPSTEADNY11552PRESIDENT0.00$0$0$0
FREDERICK MCELDERRY
967 PLAIN AVENUEFRANKLIN SQUARENY11010VICE-PRESIDENT0.00$0$0$0
SHAWN H VOGEL
256 HAMILTON AVENUEWEST HEMPSTEADNY11552SEC/TREAS0.00$0$0$0
LYNN A SULLIVAN
240 COLONY STREETWEST HEMPSTEADNY11552VICE-PRESIDENT0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$12,829,013AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,568,760AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$14,397,773TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$14,397,773AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$215,967CashDeemedCharitableAmt
Net Vl Noncharitable Assets$14,181,806NetVlNoncharitableAssetsAmt
Minimum Investment Return$709,090MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$709,090MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,490TaxBasedOnInvestmentIncomeAmt
Total Tax$1,490TotalTaxAmt
Distributable Before Adj$707,600DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$707,600DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$707,600DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$880,924ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$880,924QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$707,600DistributableAsAdjustedAmt
Undistributed Income PY$103,465UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$880,924QualifyingDistributionsAmt
Applied To Year1$103,465AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$707,600AppliedToCurrentYearAmt
Remaining Distri From Corpus$69,859RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$69,859TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$69,859ExcessDistriCyovToNextYrAmt
Excess From Current Year$69,859ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
H FRANK CAREY HIGH SCHOOL
230 POPPY AVENUEFRANKLIN SQUARENY11010NONE501(C)(3)FM SCHOLARSHIP$3,000
LONG ISLAND CARES
10 DAVIDS DRIVEHAUPPAUGENY117882039NONE501(C)(3)HARRY CHAPIN FOOD BANK$46,710
MOMMAS HOUSE
3100 HEMPSTEAD TPKELEVITTOWNNY11756NONE501(C)(3)GENERAL SUPPORT$20,000
PINECREST LUTHERAN LEADERSHIP MINISTRIES INC
175 BIRCHWOOD RDMEDFORDNY11763NONE501(C)(3)ENDOWMENT$125,000
SOURP HAGOP ARMENIAN CHURCH
NONEPCGENERAL SUPPORT$50,0003401 OLIVAR-ASSELINMONTREALONTARIOCAH4J1L5
ST ANDREWS EVANGELICAL LUTHERAN CHURCH
54 NASSAU BOULEVARDWEST HEMPSTEADNY11552NONE501(C)(3)GENERAL SUPPORT$12,500
THE COMMUNITY CHURCH OF GARDEN CITY
PO BOX 1809GARDEN CITYNY11530NONE501(C)(3)GENERAL SUPPORT$12,500
THE SAFE CENTER LI
15 GRUMMAN RD W 1000BETHPAGENY11714NONE501(C)(3)GENERAL SUPPORT$10,000
AMERICAN RED CROSS
PO BOX 37839BOONEIA500370839NONE501(C)(3)GENERRAL SUPPORTGENERAL SUPPORT$25,000
LUTHERAN DISASTER RESPONSE-ELCA GIFT PROCESSING CENTER
PO BOX 1809MERRIFIELDVA221168009NONE501(C)(3)GENERAL SUPPORT$125,000
RACE TRACK CHAPLAINCY OF AMERICA
PO BOX 37191ELMONTNY11003NONE501(C)(3)GENERAL SUPPORT$25,000
PLANNED PARENTHOOD OF NASSAU COUNTY
540 FULTON AVENUEHEMPSTEADNY11550NONE501(C)(3)GENERAL SUPPORT$20,000
THE INN
211 FULTON AVENUEHEMPSTEADNY11550NONE501(C)(3)GENERAL SUPPORT$20,000
COMMUNITY ACTION OF SOUTHHOLD TOWN
316 FRONT STGREENPORTNY11944NONE501(C)(3)GENERAL SUPPORT$10,000
CHILDREN OF HOPE FOUNDATION
2177 WILLOUGHBY AVEWANTAGHNY11793NONE501(C)(3)GENERAL SUPPORT$20,000
TENDER LOVING CATS
1208 DEER PARK AVENORTH BABYLONNY11703NONE501(C)(3)GENERAL SUPPORT$10,000
ACDS
4 FERN PLACEPLAINVIEWNY11803NONE501(C)(3)THE SUNSHINE FUND GENERAL SUPPORT$20,000
LONG ISLAND COUNCIL OF CHURCHES
230 HANSE AVENUEFREEPORTNY11520NONE501(C)(3)FREEPORT FOOD PANTRY GENERAL SUPPORT$20,000
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BLVD TRAILBRONXNY10460NONE501(C)(3)GENERAL SUPPORT$10,000
NY CONFERENCE SCHOOL OF MINISTRY
PO BOX 487SYRACUSENY13209NONE501(C)(3)GENERAL SUPPORT$20,000
ANIMAL HAVEN
200 CENTER STREETNEW YORKNY10013NONE501(C)(3)GENERAL SUPPORT$20,000
MONKEYS HOUSE
61 RICHTER RDTABERNACLENJ08088NONE501(C)(3)GENERAL SUPPORT$20,000
FRIENDS OF AMERICAS VETDOGS
PO BOX 1809BOHEMIANY117160018NONE501(C)(3)GENERAL SUPPORT$20,000
NETWORK FOR ANIMALS UKRAINE
4957 CROSS POINTE DRIVEOLDSMARFL34677NONE501(C)(3)GENERAL SUPPORT$20,000
ERASE RACISM
6800 JERICHO TURNPIKESYOSSETNY117914401NONE501(C)(3)GENERAL SUPPORT$25,000
ALTERNATIVES FOR CHILDREN
600 S SERVICE RDDIX HILLSNY11746NONE501(C)(3)GENERAL SUPPORT$12,000
SANDY HOOK PROMISE FOUNDATION
PO BOX 1809NEWTOWNCT06470NONE501(C)(3)GENERAL SUPPORT$25,000
KOINONIA-MARTIN LUTHER CAMP CORP
165 LAKEVIEW DRIVE ROADHIGHLAND LAKENY12743NONE501(C)(3)GENERAL SUPPORT$50,000
LUTHERAN FAMILY & COMMUNITY SERVICES
311 UNIONDALE AVENUEUNIONDALENY11553NONE501(C)(3)GENERAL SUPPORT$5,000
KYRA FRANCHETTI FDTN
565 PLANDOME RDMANHASSETNY11030NONE501(C)(3)GENERAL SUPPORT$5,000
LONG ISLAND COUNCIL OF CHURCHES
211 FULTON AVENUEHEMPSTEADNY11550NONE501(C)(3)FREEPORT PANTRY$10,000
CAMP GOOD MORNING
PO BOX 499HUNTINGTONNY11743NONE501(C)(3)GENERAL SUPPORT$5,000
HOSPICE OF WESTCHESTER
1025 WESTCHESTER AVENUE 200WHITE PLAINSNY10604NONE501(C)(3)GENERAL SUPPORT$10,000
PRIDE FOR YOUTH NASSAU
2050 BELLMORE AVENUEBELLMORENY11710NONE501(C)(3)GENERAL SUPPORT$10,000
SALEMLUTHERAN CHURCH
99 YORK RDJACOBUSPA17407NONE501(C)(3)GENERAL SUPPORT$10,000
SEAFARERS INTERNATIONAL
123 E 25TH STREETNEW YORKNY10003NONE501(C)(3)GENERAL SUPPORT$10,000
CAMP DUDLEY
126 CAMP DUDLEY RDWESTPORTNY12993NONE501(C)(3)GENERAL SUPPORT$5,000
WEST HEMPSTEAD UNION FREE SCHOOL DISTRICT
400 NASSAU BLVDWEST HEMPSTEADNY11552NONE501(C)(3)MUSIC AND ARTS$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$876,710TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,346ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$105,842ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$3,443ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$103,745ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$103,745TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
ESTATE OF JEANINE HELLER
1256 HAMILTON AVENUEWEST HEMPSTEADNY11552$651,955Yes (X)
ESTATE OF JEANINE HELLER
2256 HAMILTON AVENUEWEST HEMPSTEADNY11552$11,463,342Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor2ContributorNum
Noncash PropertySEE SCHEDULE OF SECURITIES-STMT 7 FORM 990PFNoncashPropertyDesc
Fair Market Value$11,463,342FairMarketValueAmt
Received2021-12-28ReceivedDt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierSECURITIES CONTRIBUTED TO HELLER FOUNDATIONIdentifierTxt
Form And Line ReferenceSCHEDULE B-STATEMENT 7FormAndLineReferenceDesc
Medium Explanation600 ALPHABET INC CL A 1,764,0863,208 AMGEN INC 726,93334,000 APPLE INC 6,122,72339 CIGNA CORP 8,9903 CNO FINL GROUP 73701 ALPHABET CL C 2,046,95525 BRIT AMER TOBACCO 93162 DAIMLER AG 4,75262 DAIMLER TRUCK HOLDING 1,11620 FRESNIUS ADR 64610 GCP APPLIED TECH 319140 IBM 18,7472,800 INTEL CORP 144,872800 JOHNSON & JOHNSON 137,84828 KYNDRYL 5151414.3 MERCK & CO 109,100141 ORGANON & CO 4,3334,373 PFIZER INC 255,35510 SEALED AIR CORP 6721,000 TEMPLETON CHINA 14,01010,000 TSINGTAO BREWING C 93,022542 VIATRIS INC 7,344 __________TOTAL 11,463,342MediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (40 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
9,000,000 ALPHABET INC CL A$1,172,527$860,850
12,000,000 ALPHABET INC CL C$1,603,502$1,153,800
10,000,00 AMAZON.COM INC$1,093,409$1,130,000
30,000,000 APPLE INC$4,871,215$4,146,000
1000 CATERPILLAR INC$165,458$164,080
148 CIGNA CORP$30,100$41,065
1800 JOHNSON & JOHNSON$286,888$294,048
2914 MERCK & CO INC$233,229$250,980
7,000 NVIDIA$1,003,211$849,730
1,000,000 INVESCO QQQ TRUST$273,733$267,260
1000 INVESCO S&P 500 LOW$61,615$57,830
757 ISHARES CURRENCY HEDGED MSCI GER$21,683$17,653
675 ISHARES GOLD EFT$20,473$21,283
245 ISHARES IBOXX INVT GRADE$32,087$25,100
178 ISHARES MSCI EAF MIN VOL$13,243$10,148
500 ISHARES MSCI USA QUALITY$52,453$51,970
37 ISHARES RUSSELL 2000$5,949$6,102
448 ISHARES TIPS BOND ETF$53,245$46,995
90 ISHARES 20+ YEAR$13,118$9,221
243 ISHARES 7-10 YEAR$27,677$23,326
339 PIMCO ENHANCED SHORT$34,554$33,514
1304 VANGUARD FTSE DEVELOPED$55,824$47,413
1321 VANGUARD FTSE EMERGING MARK ETF$55,277$48,203
348 VANGUARD FTSE EUROPE$19,808$16,060
214 VANGUARD INTERMEDIATE TERM CO E$19,937$16,196
1000 VANGUARD S&P GROWTH ETF IV$203,700$208,550
1000 IBM$124,341$118,810
150 ORGANON & CO$4,492$3,510
1000 PEPSICO INC$134,531$163,260
1000 WASTE MANAGEMENT$112,075$160,210
1000 3M CO$178,726$110,500
3100 BERKSHIE HATHAWAY CL B$835,067$827,762
700 BROADCOM INC$368,012$310,807
100 KYNDRYL HLDGS INC$2,711$827
3208 AMGEN INC.$726,933$723,083
62 DAIMLER TRUCK HOLDING F$1,116$696
2800 INTEL CORP$144,872$72,156
62 MERCEDES-BENZ GROUP ORDF$4,752$3,144
4,373 PFIZER INC$255,355$191,342
10,000 TSINGTAO$93,022$94,846

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryRIVKIN RADLERCategoryTxt
Legal Fees$3,564LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,564DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
LAW JOURNAL NOTICE$330$0$330
NYS FILING FEE$250$0$250
WIRE FEES$70$0$70

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$22,135Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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