2023-05-18T08:48:54-05:00 2022-09-30 270120069 COOPERSMITH SIMON & VOGEL PC 50 CHARLES LINDBERGH BLVD STE 605 UNIONDALE NY 11553 990PF 2021-10-01 810691564 THE JEANINE HELLER FOUNDATION INC C/O WILLIAM A VOGEL JEAN 5164835800 256 HAMILTON AVENUE WEST HEMPSTEAD NY 11552 WILLIAM A VOGEL PRESIDENT 5164835800 2023-05-18 1 WILLIAM VOGEL 999009999 WILLIAM A VOGEL P00209076 5164835800 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z X 15463715 X 12115297 1346 1346 105842 105842 -3443 4505711 0 12219042 107188 0 0 0 3564 0 3564 22135 0 0 650 0 650 26349 0 4214 876710 876710 903059 0 880924 11315983 107188 192060 200002 200002 237343 2685383 2685383 5549919 14409920 12578330 5979322 17295305 15463715 0 0 X 5979322 17295305 0 0 0 0 5979322 17295305 5979322 17295305 5979322 11315983 0 17295305 0 17295305 25 BRIT AMER TOBACCO P 2021-12-28 2022-02-23 1157 931 226 226 3 CNO FINL GROUP P 2021-12-28 2022-02-23 74 73 1 1 1000 APPLE P 2021-12-28 2022-02-23 164059 180080 -16021 -16021 20 FRESNIUS MEDICAL P 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IA 500370839 NONE 501(C)(3) GENERRAL SUPPORTGENERAL SUPPORT 25000 LUTHERAN DISASTER RESPONSE-ELCA GIFT PROCESSING CENTER PO BOX 1809 MERRIFIELD VA 221168009 NONE 501(C)(3) GENERAL SUPPORT 125000 RACE TRACK CHAPLAINCY OF AMERICA PO BOX 37191 ELMONT NY 11003 NONE 501(C)(3) GENERAL SUPPORT 25000 PLANNED PARENTHOOD OF NASSAU COUNTY 540 FULTON AVENUE HEMPSTEAD NY 11550 NONE 501(C)(3) GENERAL SUPPORT 20000 THE INN 211 FULTON AVENUE HEMPSTEAD NY 11550 NONE 501(C)(3) GENERAL SUPPORT 20000 COMMUNITY ACTION OF SOUTHHOLD TOWN 316 FRONT ST GREENPORT NY 11944 NONE 501(C)(3) GENERAL SUPPORT 10000 CHILDREN OF HOPE FOUNDATION 2177 WILLOUGHBY AVE WANTAGH NY 11793 NONE 501(C)(3) GENERAL SUPPORT 20000 TENDER LOVING CATS 1208 DEER PARK AVE NORTH BABYLON NY 11703 NONE 501(C)(3) GENERAL SUPPORT 10000 ACDS 4 FERN PLACE PLAINVIEW NY 11803 NONE 501(C)(3) THE SUNSHINE FUND GENERAL SUPPORT 20000 LONG ISLAND COUNCIL OF CHURCHES 230 HANSE AVENUE FREEPORT NY 11520 NONE 501(C)(3) FREEPORT FOOD PANTRY GENERAL SUPPORT 20000 WILDLIFE CONSERVATION SOCIETY 2300 SOUTHERN BLVD TRAIL BRONX NY 10460 NONE 501(C)(3) GENERAL SUPPORT 10000 NY CONFERENCE SCHOOL OF MINISTRY PO BOX 487 SYRACUSE NY 13209 NONE 501(C)(3) GENERAL SUPPORT 20000 ANIMAL HAVEN 200 CENTER STREET NEW YORK NY 10013 NONE 501(C)(3) GENERAL SUPPORT 20000 MONKEYS HOUSE 61 RICHTER RD TABERNACLE NJ 08088 NONE 501(C)(3) GENERAL SUPPORT 20000 FRIENDS OF AMERICAS VETDOGS PO BOX 1809 BOHEMIA NY 117160018 NONE 501(C)(3) GENERAL SUPPORT 20000 NETWORK FOR ANIMALS UKRAINE 4957 CROSS POINTE DRIVE OLDSMAR FL 34677 NONE 501(C)(3) GENERAL SUPPORT 20000 ERASE RACISM 6800 JERICHO TURNPIKE SYOSSET NY 117914401 NONE 501(C)(3) GENERAL SUPPORT 25000 ALTERNATIVES FOR CHILDREN 600 S SERVICE RD DIX HILLS NY 11746 NONE 501(C)(3) GENERAL SUPPORT 12000 SANDY HOOK PROMISE FOUNDATION PO BOX 1809 NEWTOWN CT 06470 NONE 501(C)(3) GENERAL SUPPORT 25000 KOINONIA-MARTIN LUTHER CAMP CORP 165 LAKEVIEW DRIVE ROAD HIGHLAND LAKE NY 12743 NONE 501(C)(3) GENERAL SUPPORT 50000 LUTHERAN FAMILY & COMMUNITY SERVICES 311 UNIONDALE AVENUE UNIONDALE NY 11553 NONE 501(C)(3) GENERAL SUPPORT 5000 KYRA FRANCHETTI FDTN 565 PLANDOME RD MANHASSET NY 11030 NONE 501(C)(3) GENERAL SUPPORT 5000 LONG ISLAND COUNCIL OF CHURCHES 211 FULTON AVENUE HEMPSTEAD NY 11550 NONE 501(C)(3) FREEPORT PANTRY 10000 CAMP GOOD MORNING PO BOX 499 HUNTINGTON NY 11743 NONE 501(C)(3) GENERAL SUPPORT 5000 HOSPICE OF WESTCHESTER 1025 WESTCHESTER AVENUE 200 WHITE PLAINS NY 10604 NONE 501(C)(3) GENERAL SUPPORT 10000 PRIDE FOR YOUTH NASSAU 2050 BELLMORE AVENUE BELLMORE NY 11710 NONE 501(C)(3) GENERAL SUPPORT 10000 SALEMLUTHERAN CHURCH 99 YORK RD JACOBUS PA 17407 NONE 501(C)(3) GENERAL SUPPORT 10000 SEAFARERS INTERNATIONAL 123 E 25TH STREET NEW YORK NY 10003 NONE 501(C)(3) GENERAL SUPPORT 10000 CAMP DUDLEY 126 CAMP DUDLEY RD WESTPORT NY 12993 NONE 501(C)(3) GENERAL SUPPORT 5000 WEST HEMPSTEAD UNION FREE SCHOOL DISTRICT 400 NASSAU BLVD WEST HEMPSTEAD NY 11552 NONE 501(C)(3) MUSIC AND ARTS 10000 876710 0 14 1346 14 105842 18 -3443 0 103745 0 103745 0 0 0 0 0 0 0 0 0 0 X X 1 ESTATE OF JEANINE HELLER 256 HAMILTON AVENUE WEST HEMPSTEAD NY 11552 651955 X 2 ESTATE OF JEANINE HELLER 256 HAMILTON AVENUE WEST HEMPSTEAD NY 11552 11463342 X 2 SEE SCHEDULE OF SECURITIES-STMT 7 FORM 990PF 11463342 2021-12-28 SECURITIES CONTRIBUTED TO HELLER FOUNDATION SCHEDULE B-STATEMENT 7 600 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 11,463,342 9,000,000 ALPHABET INC CL A 1172527 860850 12,000,000 ALPHABET INC CL C 1603502 1153800 10,000,00 AMAZON.COM INC 1093409 1130000 30,000,000 APPLE INC 4871215 4146000 1000 CATERPILLAR INC 165458 164080 148 CIGNA CORP 30100 41065 1800 JOHNSON & JOHNSON 286888 294048 2914 MERCK & CO INC 233229 250980 7,000 NVIDIA 1003211 849730 1,000,000 INVESCO QQQ TRUST 273733 267260 1000 INVESCO S&P 500 LOW 61615 57830 757 ISHARES CURRENCY HEDGED MSCI GER 21683 17653 675 ISHARES GOLD EFT 20473 21283 245 ISHARES IBOXX INVT GRADE 32087 25100 178 ISHARES MSCI EAF MIN VOL 13243 10148 500 ISHARES MSCI USA QUALITY 52453 51970 37 ISHARES RUSSELL 2000 5949 6102 448 ISHARES TIPS BOND ETF 53245 46995 90 ISHARES 20+ YEAR 13118 9221 243 ISHARES 7-10 YEAR 27677 23326 339 PIMCO ENHANCED SHORT 34554 33514 1304 VANGUARD FTSE DEVELOPED 55824 47413 1321 VANGUARD FTSE EMERGING MARK ETF 55277 48203 348 VANGUARD FTSE EUROPE 19808 16060 214 VANGUARD INTERMEDIATE TERM CO E 19937 16196 1000 VANGUARD S&P GROWTH ETF IV 203700 208550 1000 IBM 124341 118810 150 ORGANON & CO 4492 3510 1000 PEPSICO INC 134531 163260 1000 WASTE MANAGEMENT 112075 160210 1000 3M CO 178726 110500 3100 BERKSHIE HATHAWAY CL B 835067 827762 700 BROADCOM INC 368012 310807 100 KYNDRYL HLDGS INC 2711 827 3208 AMGEN INC. 726933 723083 62 DAIMLER TRUCK HOLDING F 1116 696 2800 INTEL CORP 144872 72156 62 MERCEDES-BENZ GROUP ORDF 4752 3144 4,373 PFIZER INC 255355 191342 10,000 TSINGTAO 93022 94846 RIVKIN RADLER 3564 0 3564 LAW JOURNAL NOTICE 330 0 330 NYS FILING FEE 250 0 250 WIRE FEES 70 0 70 EXCISE TAX 22135 0 0