PETER AND JERI DEJANA FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
PETER AND JERI DEJANA FAMILY FOUNDATION (EIN 27-6985468)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-08-28
IRS object ID
202312409349100111
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-08-28T09:52:14-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390859910PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BAKER TILLY US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11500 RXR PLAZA WEST TOWERAddressLine1Txt
CityUNIONDALECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11556ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN276985468EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE PETER AND JERI DEJANA FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATION C/O PETER DEJANABusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPETEBusinessNameControlTxt
Phone5164909349PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line130 SAGAMORE HILL DRIVEAddressLine1Txt
CityPORT WASHINGTONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11050ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPETER DEJANAPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5164909349PhoneNum
Signature2023-08-25SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstPETERPersonFirstNm
Person LastDEJANAPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAL MATERAZOPreparerPersonNm
PTINP00435882PTIN
Phone5167472000PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$57,775,725FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$95InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$95InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$780,855DividendsRevAndExpnssAmt
Dividends Net Invst Incm$780,855DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,341,496NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,213,540GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,341,496CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$3,122,446TotalRevAndExpnssAmt
Total Net Invst Incm$3,122,446TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$24,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$423LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$423LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$45,317AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$43,317AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$133,600OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$133,600OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,908TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,923OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$195OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$2,728OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$208,171TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,195TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$180,068TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,511,538ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,511,538ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,719,709TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,195TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,691,606TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$597,263ExcessRevenueOverExpensesAmt
Net Investment Income$3,120,251NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$66,623CashBOYAmt
Cash EOY$139,653CashEOYAmt
Cash EOYFMV$139,653CashEOYFMVAmt
Sav And Temp Cash Invst BOY$177,395SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$219,770SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$219,770SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers EOY$62,843RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV$62,843RcvblFromOfficersEOYFMVAmt
Corporate Stock BOY$34,303,402CorporateStockBOYAmt
Corporate Stock EOY$33,431,357CorporateStockEOYAmt
Corporate Stock EOYFMV$57,343,405CorporateStockEOYFMVAmt
Other Assets BOY$18,146OtherAssetsBOYAmt
Other Assets EOY$10,054OtherAssetsEOYAmt
Other Assets EOYFMV$10,054OtherAssetsEOYFMVAmt
Total Assets BOY$34,565,566TotalAssetsBOYAmt
Total Assets EOY$33,863,677TotalAssetsEOYAmt
Total Assets EOYFMV$57,775,725TotalAssetsEOYFMVAmt
Accounts Payable BOY$104,626AccountsPayableBOYAmt
Total Liabilities BOY$104,626TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$34,460,940CapitalStockBOYAmt
Capital Stock EOY$33,863,677CapitalStockEOYAmt
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$34,460,940TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$33,863,677TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$34,565,566TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$33,863,677TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$34,460,940TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$597,263ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$33,863,677SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$33,863,677TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SPDR SERIES TRUST PRTFLO S&P 500 VL ETF2022-03-03$660,097$294,403$365,694$365,694
VANGUARD INF TECH ETF2022-10-13$2,553,443$577,641$1,975,802$1,975,802
FieldValueIRS element (for citing)
Capital Gain Net Income$2,341,496CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$43,371InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$43,371SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$43,371TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$18,400EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$35,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$53,400TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$10,029OverpaymentAmt
Applied To ES Tax$10,029AppliedToESTaxAmt
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 BooksPETER DEJANAIndividualWithBooksNm
Phone5164909349PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line130 SAGAMORE HILL DRIVEAddressLine1Txt
CityPORT WASHINGTONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11050ZIPCd
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 PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsYes (1)ActsFailToQlfyAsExceptionsInd
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 (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PETER DEJANA
30 SAGAMORE HILL DRIVEPORT WASHINGTONNY11050TRUSTEE3.00$0$0$0
JEAN MARIE POSNER
30 SAGAMORE HILL DRIVEPORT WASHINGTONNY11050SECRETARY2.00$24,000$0$0
ROSEMARY LANCI
30 SAGAMORE HILL DRIVEPORT WASHINGTONNY11050TREASURER2.00$0$0$0
GERALDINE DEJANA
30 SAGAMORE HILL DRIVEPORT WASHINGTONNY11050TRUSTEE0.10$0$0$0
APRIL SCHWEBER
30 SAGAMORE HILL DRIVEPORT WASHINGTONNY11050TRUSTEE0.10$0$0$0
TYLER SCHWEBER-DEJANA
30 SAGAMORE HILL DRIVEPORT WASHINGTONNY11050TRUSTEE0.10$0$0$0
ROBERT MORAN JR
30 SAGAMORE HILL DRIVEPORT WASHINGTONNY11050TRUSTEE0.10$0$0$0
RICHARD SHEAFER
30 SAGAMORE HILL DRIVEPORT WASHINGTONNY11050TRUSTEE0.10$0$0$0
JOHN JANKOWSKI
30 SAGAMORE HILL DRIVEPORT WASHINGTONNY11050TRUSTEE0.10$0$0$0
ANTOINETTE LEWIS
30 SAGAMORE HILL DRIVEPORT WASHINGTONNY11050TRUSTEE0.10$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$66,410,397AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$683,170AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$67,093,567TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$67,093,567AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,006,404CashDeemedCharitableAmt
Net Vl Noncharitable Assets$66,087,163NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,304,358MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,304,358MinimumInvestmentReturnAmt
Tax Based On Investment Income$43,371TaxBasedOnInvestmentIncomeAmt
Total Tax$43,371TotalTaxAmt
Distributable Before Adj$3,260,987DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$3,260,987DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$3,260,987DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,691,606ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$3,691,606QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,260,987DistributableAsAdjustedAmt
Undistributed Income PY$3,671,008UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$3,691,606QualifyingDistributionsAmt
Applied To Year1$3,671,008AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$20,598AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$3,240,389UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonPETER DEJANARecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line130 SAGAMORE HILL DRIVEAddressLine1Txt
CityPORT WASHINGTONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11050ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5167472000RecipientPhoneNum
Form And Info And MaterialsRESUME, BUDGET AND DESCRIPTION OF PROGRAM INCLUDING MISSION STATEMENTFormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsN/ARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (131 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AMERICAN ACADEMY OF NEUROLOGY INSTITUTE
201 CHICAGO AVENUEMINNEAPOLISMN55415PCRESEARCH FOR NEUROLOGY$50,000
AMERICAN CANCER SOCIETY INC
250 WILLIAMS ST NW SUITE 400ATLANTAGA30303PCCANCER RESEARCH$5,000
AMERICAN LEGION POST 336
190 GLEN HEAD RDGLEN HEADNY11545PCSUPPORT FOR VETERANS$1,000
ASPCA
PO BOX 96929WASHINGTON DCDC200906929PCPREVENTION OF CRUELTY TO ANIMALS THROUGH PROGRAMS AND SERVICES$2,500
BAXTER'S POND FOUNDATION INC
7 HARBOR VIEW RDPORT WASHINGTONNY11050PCSUPPORT BEAUTIFICATION AND MAINTENANCE PROJECTS AT BAXTERS POND PARK.$25,000
BELIEVE IN A CURE INC
151 HERRICKS ROAD SUITE 204NEW HYDE PARKNY11040PBHELP FUND RESEARCH FOR FOXG1 SYNDROME. ON BEHALF OF DR. GOLDENBERG.$5,000
BRIGHTFOCUS FOUNDATION
22512 GATEWAY CENTER DRIVE PO BOXCLARKSBURGMD208711952PCFUND RESEARCH PROGRAMS FOR THIS DISEASE AND PREVENTION SERVICES$1,0001952
CACEOC ECONOMIC OPPORTUNITY COMMISSION
382 MAIN STPORT WASHINGTONNY11050PCSUPPORT VARIOUS INITIATIVES FOR TEENS$15,000
CAMP HORSEABILITY INC
PO BOX 410-1OLD WESTBURYNY11568PCSUPPORT FOR CHILDREN WITH DISABILITIES$5,000
CANCERCARE OF PORT WASHINGTONMANHASSET
PO BOX 611PORT WASHINGTONNY11050PCSUPPORTS 2020 RED STOCKING REVUE & CANCER CARESMOTHER DAY BRUNCH.$25,236
CATHOLIC CHARITIES OF LONG ISLAND
90 CHERRY LANEHICKSVILLENY11801PCPROGRAMS AND SERVICES TO PROMOTE HEALTY AND WELLNESS$1,000
CHABAD OF PORT WASHINGTON
80 SHORE RDPORT WASHINGTONNY11050PCSUPPORT FOR YOUNG CHILDREN'S/OTHER PROGRAMMING$25,000
COLUMBUS CITIZENS FOUNDATION INC
8 EAST 69 STREETNEW YORKNY10021PCCOMMITTED TO FOSTERING AN APPRECIATION OF ITALIAN-AMERICAN HERITAGE AND ACHIEVEMENT.$2,000
COMMUNITY CHEST OF PORT WASHINGTON INC
382 MAIN STPORT WASHINGTONNY11050PCSPONSOR FUNDRAISING EVENTS AND SUPPORT LOCAL CHARITIES$72,000
COMMUNITY MAINSTREAMING ASSOCIATES INC
1025 OLD CNTRY RD STE325WESTBURYNY11590PCHELP WITH DISABLED ADULT INDEPENDENCE PROGRAM$10,000
COMMUNITY SYNAGOGUE
160 MIDDLE NECK RDSANDS POINTNY11050PCSPONSOR PRODUCTION OF FUNDRAISING MUSICAL$15,000
COW NECK PENINSULA HISTORICAL SOCIETY
336 PORT WASHINGTON BLVDPORT WASHINGTONNY11050PCSUPPORTS VARIOUS REPAIRS & INITIATIVES$20,000
CROHNS & COLITIS FOUNDATION INC
733 THIRD AVENUE SUITE 510NEW YORKNY10017PCSUPPORT FOR INITIATIVES$5,000
DIABETES RESEARCH INSTITUTE FOUNDATION INC
259 W 30TH ST STE 402PORT WASHINGTONNY10001PCSPONSORS DIABETES RESEARCH INSTITUTE "COOKING FOR THE CURE" FUNDRAISING EVENT$25,000
FEEDING AMERICA
DONATION PROCESSING CENTER PO BOXWASHINGTONDC20077PCFUNDING FOR US HUNGER RELIEF ORGANIZATION$1,00096749
FIREMENS ASSOCIATION OF THE STATE OF NY FOUNDATION INC
107 WASHINGTON AVEALBANYNY12210PCSUPPORT PROGRAMS AND SERVICES FOR RETIRED NEW YORK STATE FIREMEN$5,000
FIRST CITY PROJECT COLLECTIVE INC
149 GLEN STREETGLEN COVENY11542PCSUPPORT FOR INITIATIVES$12,000
FOLDS OF HONOR FOUNDATION
39 HILLS RDALBANYNY12211PCHELP PROVIDE TUITON ASSISTANCE TO FAMILIES OF FALLEN/INJURED SOLDIERS$10,000
FOXG1 RESEARCH INC
ONE LUCKENBACH LANESANDS POINTNY11050PCSUPPORT RESEARCH AND INITIATIVES$5,000
FRIENDS OF THE ISRAEL DEFENSE FORCES
60 EAST 42ND STREETNEW YORKNY10165PCSUPPORT INITIATIVES AND GENERAL SUPPORT$20,000
FRIENDS OF THE PORT WASHINGTON PUBLIC LIBRARY INC
ONE LIBRARY DRIVEPORT WASHINGTONNY11050PCFUNDING FOR PORT WASHINGTON LIBRARY$15,000
GIFT OF LIFE INC
475 NORTHERN BLVD STE 22GREAT NECKNY11021PCSUPPORT FUNDRAISER FOR LIFE-SAVING CHILD SURGERIES$10,000
GIRL SCOUTS OF NASSAU COUNTY INC
110 RING ROAD WGARDEN CITYNY11530PCHELP FUND DOG OBSTACLE COURSE, GENERAL PROGRAMS$5,000
GLOBAL EMPOWERMENT MISSION INC
1810 NW 94TH AVEDORALFL33172PCSUPPORT FOR INITIATIVES$15,000
GRASSROOTS ENVIRONMENTAL EDUCATION INC
184 MAIN STPORT WASHINGTONNY11050PCSUPPORT ENVIRONMENTAL EDUCATION PROGRAMS$5,000
GREATER PORT WASHINGTON BUSINESS IMPROVEMENT DISTRICT ASSOC
PO BOX 121PORT WASHINGTONNY11050PCSPONSORSHIP EVENT SUPPORTING LOCAL MERCHANT COMMUNITY$5,000
GROWING LOVE COMMUNITY GARDEN OF MANORHAVEN LTD
PO BOX 1656PORT WASHINGTONNY11050PCFUND IMPROVEMENTS TO COMMUNITY GARDEN$25,000
GUGGENHEIM HSA INCORPORATED
38 POPLAR PLPORT WASHINGTONNY11050PCSUPPORT VARIOUS SCHOOL FUNDRAISERS, PROGRAMS$5,000
HAVE A HEART ADOPT A PET FOUNDATION INC
144 LUQUER RDPORT WASHINGTONNY11050PCSUPPORT EFFORTS TO GET SHELTER PETS ADOPTED$5,000
HELEN KELLER NATIONAL CENTER
141 MIDDLE NECK RDSANDS POINTNY11050PCSUPPORT EFFORTS FOR BLIND AND DEAF RESIDENTS$40,000
HELPING ENRICH THE ARTS OF PORT WASHINGTON INC
PO BOX 1192PORT WASHINGTONNY11050PCSPONSOR FUNDRAISING EVENTS TO RAISE MONEY FOR THE ARTS$30,000
HELPING TO HEAL FOUNDATION INC
52 MAIN STPORT WASHINGTONNY11050PCPROVIDE FUNDING TO REPRINT BOOKS FOR ILL CHILDREN IN HOSPITALS$10,000
HOSPICE CARE NETWORK
99 SUNNYSIDE BLVDWOODBURYNY11797PCPROGRAMS AND SERVICES TO SUPPORT TERMINALLY ILL PATIENTS$7,500
INTERFAITH NUTRITION NETWORK
211 FULTON AVENUEHEMPSTEADNY11550PCFUNDING FOR FIGHTING HUNGER AND HOMELESSNESS ON LONG ISLAND.$25,000
ISLAMIC CENTER OF SOUTH SHORE INC
200 STUART AVEVALLEY STREAMNY11580PCSUPPORT FOR INITIATIVES$11,000
KIWANIS CLUB OF MANHASSET PORT WASHINGTON FOUNDATION INC
PO BOX 853PORT WASHINGTONNY11050PCASSIST WITH SCHOLARSHIPS, OTHER FUNDRAISING EFFORTS$10,000
KIWANIS INT'L INC
PO BOX 853PLANDOMENY11030PCASSIST KIWANIS ANNUAL FUNDRAISING$20,000
KNIGHTS OF COLUMBUS
155 MANORHAVEN BLVDPORT WASHINGTONNY11050PCSUPPORTS VARIOUS INITIATIVES AND ACTIVITIES$10,000
LANDMARK ON MAIN STREET INC
232 MAIN STPORT WASHINGTONNY11050PCHELP SPONSOR 2021-2022 SEASON AND NAMING RIGHTS$45,000
LAURI STRAUSS LEUKEMIA FOUNDATION INC
382 MAIN STPORT WASHINGTONNY11050PCSPONSOR FUNDRAISER$15,000
LEAGUE OF WOMEN VOTERS OF NEW YORK STATE
62 GRAND STREETALBANYNY12207PCSUPPORT EDUCATIONAL PROGRAMS$3,000
LEUKEMIA & LYMPHOMA SOCIETY INC
PO BOX 98018WASHINGTONDC200908018PCSUPPORT FUNDRAISING EFFORTS$10,000
LONG BEACH REACH INC
2-12 WEST PARK AVELONG BEACHNY11561PCGENERAL SUPPORT OF INITIATIVES$3,000
LONG ISLAND ALZHEIMER'S AND DEMENTIA CENTER
1025 OLD CNTRY RD STE 115WESTBURYNY11590PCSUPPORT FUNDRAISING EFFORTS.$10,000
LONG ISLAND JOBS WITH JUSTICE INC
390 RABRO DRIVEHAUPPAUGENY11788PCSUPPORT UNDERSERVED COMMUNITIES WITH EMPLOYMENT OPPORTUNITIES$10,000
LONG ISLAND UNIVERSITY
720 NORTHERN BLVDBROOKVILLENY115481300PCSUPPORT OF INITIATIVES AND PROGRAMS$60,000
LUCERNA FUND
85 CHANNEL DRIVEPORT WASHINGTONNY11050PCSUPPORT RECORDINGS/PRODUCTION OF MAGAZINES TO AUDIO FOR THE BLIND$10,000
MARK LUSTGARTEN PANCREATIC CANCER FOUNDATION
415 CROSSWAY PARK DRIVE SUITE DWOODBURYNY11747PCGENERAL SUPPORT OF INITIATIVES$10,000
LUTHERAN CHURCH OF OUR SAVIOR
12 FRANKLIN AVEPORT WASHINGTONNY11050PCSUPPORT CHURCH'S OUTREACH PROGRAM TO THE LESS FORTUNATE$10,000
MANHASSET COMMUNITY COALITION AGAINST SUBSTANCE ABUSE
200 MEMORIAL PLACEMANHASSETNY11030PCPROGRAMS AND SERVICES FOR LOCAL STUDENTS DEALING WITH SUBSTANCE ABUSE$10,000
MANHASSET WOMENS COALITION AGAINST BREAST CANCER INC
PO BOX 1007MANHASSETNY11030PCSUPPORT OF INITIATIVES AND SERVICES$10,000
MENTAL HEALTH ASSN OF NASSAU COUNTY INC
16 MAIN STREETHEMPSTEADNY11550PCSUPPORT OF PROGRAMS AND SERVICES$7,500
MOUNT OLIVE AFRICAN-METHODIST EPISCOPAL
20 MACKEY AVEPORT WASHINGTONNY11050PCHELP FUND IMPROVEMENTS TO CHURCH BUILDING, PROGRAMS$10,000
NASSAU COUNTY MUSEUM OF ART
ONE MUSEUM DRIVEROSLYN HARBORNY11576PCSUPPORT MUSEUM ACTIVITIES$5,000
NASSAU PARKS CONSERVANCY INC
1576 FRONT STREETEAST MEADOWNY11554PCFUND DIFIBULATORS AND EDUCATION$80,000
NATIVE GREENWAY CORPORATION
PO BOX 788PORT WASHINGTONNY11050PCHELP FUND PLANTINGS, OTHER WORK IN NATIVE GARDEN$10,000
NEW YORK IRISH CENTER
1040 JACKSON AVENUELONG ISLAND CITYNY11101PCGENERAL SUPPORT OF INITIATIVES$2,500
NEW YORKERS AGAINST GUN VIOLENCE EDUCATION FUND INC
PO BOX 3354NEW YORKNY10163PCGENERAL SUPPORT OF INITIATIVES$10,000
NORTH SHORE CHILD & FAMILY GUIDANCE ASSOCIATION INC
480 OLD WESTBURY ROADROSLYN HEIGHTSNY11577PCFUNDING TO SUPPORT CHILDREN'S MENTAL HEALTH ON LONG ISLAND.$10,000
NORTHEAST ECOLOGICAL RECOVERY SOCIETY
83-37 267 STREETFLORAL PARKNY11004PCGENERAL SUPPORT OF INTIATIVES$7,500
NORTHWELL HEALTH FOUNDATION
2000 MARCUS AVENUENEW HYDE PARKNY11042PCHOSPITAL SERVICES OFFERING COMPREHENSIVE CARE FOR WOMEN AND THEIR HEALTH ISSUES$20,000
NOTRE DAME PARISH
45 MAYFAIR ROADNEW HYDE PARKNY11040PCGENERAL SUPPORT$250
ONE LOVE OUTREACH MISSION INC
PO BOX 324PORT WASHINGTONNY11050PCGENERAL SUPPORT FOR HOMELESS$8,000
ORDER OF SONS OF ITALY NY GRAND LODGE FOUNDATION INC
209-39 23RD AVE - APT 1BAYSIDENY11360PCLOCAL SCHOLARSHIP PROGRAM TO HIGH SCHOOL STUDENTS$20,000
OUR LADY OF FATIMA CHURCH
6 COTTONWOOD RDPORT WASHINGTONNY11050PCHELP WITH PROGRAMMING, MAINTENANCE OF CHURCH$20,000
OUR LADY OF FATIMA OUTREACH
6 COTTONWOOD RDPORT WASHINGTONNY11050PCHELP SUPPORT OUTREACH EFFORTS TO THE UNDERSERVED$30,000
PORT WASHINGTON PARENT RESOURCE CENTER
232 MAIN ST SUITE 4PORT WASHINGTONNY11050PCGENERAL SUPPORT AND GALA SPONSORSHIP$25,000
PAT CAIRO FAMILY FOUNDATON INC
40 PARKWOLD DR WVALLEY STREAMNY11580PCGENERAL SUPPORT AND PROGRAMS$1,950
PATIENT AIRLIFT SERVICES
7110 REPUBLIC AIRPORT NO 202FARMINGDALENY11735PCGENERAL SUPPORT$5,000
PENN MEDICINE-PMA
3535 MARKET STREET SUITE 750PHILADELPHIAPA19130PCCONTRIBUTIONS FOR UNIVERSITY OF PENNSYLVANIA, SCHOOL OF MEDICINE ACTIVITIES ON BEHALF OF DR. GOLDBERG$110,000
PLANT A ROW FOR THE HUNGRY PORT WASHINGTON NEW YORK INC
280 SWAN CTMANHASSETNY11030PCSUPPORT EFFORTS TO GROW PRODUCE FOR FOOD PANTRIES$17,500
PORT WASHINGTON POLICE ATHLETIC LEAGUE INC
325 MAIN STPORT WASHINGTONNY11050PCSUPPORT FOR YOUTH ATHLETIC PROGRAMS$25,000
POLICE UNITY TOUR CHAPTER 37
PO BOX 2043MILLER PLACENY11764PCGENERAL SUPPORT FOR POLICE$10,000
POLISH AMERICAN CITIZENS ASSOCIATION
5 PULASKI PLPORT WASHINGTONNY11050PCSUPPORT ONGOING PROGRAMS AND EFFORTS$10,000
PORT JEWISH CENTER
20 MANORHAVEN BLVDPORT WASHINGTONNY11050PCSUPPORT ONGOING PROGRAMS AND EFFORTS$10,000
PORT SUMMER SHOW
PO BOX 811PORT WASHINGTONNY11050PCSPONSOR ANNUAL TEEN PERFORMANCE$10,275
PORT WASHINGTON CHILDREN'S CENTER
232 MAIN ST SUITE 2PORT WASHINGTONNY11050PCGENERAL SUPPORT$25,000
PORT WASHINGTON FIRE DEPARTMENT INC
423 PORT WASHINGTON BLVDPORT WASHINGTONNY11050PCSUPPORT EMERGENCY MEDICAL SERVICES$15,000
PORT WASHINGTON FIRE DEPARTMENT INC
423 PORT WASHINGTON BLVDPORT WASHINGTONNY11050PCSUPPORT SCHOLARSHIP FUND FOR FIREFIGHTERS' CHILDREN$15,000
PORT WASHINGTON LIBRARY FOUNDATION
1 LIBRARY DRPORT WASHINGTONNY11050PCSPONSOR 2022 ANNUAL GALA ON BEHALF OF MICHAEL DEJANA.$10,000
PORT WASHINGTON POLICE BENEVOLENT ASSN
500 PORT WASHINGTON BLVDPORT WASHINGTONNY11050PCSUPPORT POLICE FAMILIES HOLIDAY PARTY, OTHER INITIATIVES$25,000
PORT WASHINGTON SENIOR CITIZENS INC
80 MANORHAVEN BLVDPORT WASHINGTONNY11050PCSUPPORT PROGRAMMING$25,000
PORT WASHINGTON TWIN PINES CONSUMERS ASSN INC
382 MAIN STPORT WASHINGTONNY11050PCFUNDING FOR NOT FOR PROFIT THRIFT SHOPS.$20,000
PORT WASHINGTON UNION FREE SCHOOL DISTRICT
100 CAMPUS DRPORT WASHINGTONNY11050PCSCHOLARSHIP$20,000
PORT WASHINGTON YOUTH ACTIVITIES INC
PO BOX 69PORT WASHINGTONNY11050PCSUPPORT FOR YOUTH ATHLETIC PROGRAMS$32,500
PORT WASHINGTON YOUTH COUNCIL INC
232 MAIN ST SUITE 5PORT WASHINGTONNY11050PCSUPPORT FOR YOUTH SERVICES AND PROGRAMS$12,000
PORT WASHINGTON-MANHASSET OEM
130 SHORE ROAD SUITE 124PORT WASHINGTONNY11050PCFUNDING FOR EMERGENCY MANAGEMENT$2,500
PRIDE IN PORT INC
PO BOX 1144PORT WASHINGTONNY11050PCSPONSOR ANNUAL COMMUNITY EVENT$13,000
PROJECT HELP LONG ISLAND CORP
129 THIRD STREETMINEOLANY11050PCSUPPORT DRUG/HARMFUL ADDICTIONS SEMINARS$10,000
RESIDENTS FORWARD PORT WASHINGTON
382 MAIN STPORT WASHINGTONNY11050PCFUNDS VARIOUS EDUCATION EVENTS$5,000
REWILD LONG ISLAND INC
69 FAIRVIEW AVENUEPORT WASHINGTONNY11050PCPROMOTE SUSTAINABLE LANDSCAPTING PRACTICES$17,500
RISING STARS INC
657 COMMERCIAL AVEGARDEN CITYNY11530PCSUPPORT AND PROMOTE YOUTH ATHLETIC PROGRAMS$5,000
RONALD MCDONALD HOUSE CHARITIES NY METRO INC
267-07 76TH AVENUENEW HYDE PARKNY11040PCGENERAL SUPPORT$20,000
SANDS POINT POLICE POLICE BENEVOLENT ASSOC
PO BOX 704PORT WASHINGTONNY11050PCSUPPORT VARIOUS PBA ACTIVITIES$5,000
THE SANDS POINT PRESERVE CONSERVANCY
95 MIDDLE NECK ROADPORT WASHINGTONNY11050PCFUNDING FOR ACTIVITIES.$36,000
SCHREIBER HSA INC
101 CAMPUS DRIVEPORT WASHINGTONNY11050PCTHE GAMBOL EVENT$10,000
SCHWAB CHARITABLE FUND
1958 SUMMIT PARK DR SUITE 200ORLANDOFL32810PCDONOR ADVISORY FUND$950,000
SCIENCE MUSEUM OF LONG ISLAND
1526 PLANDOME RDMANHASSETNY11050PCSUPPORT VARIOUS MUSEUM PROGRAMS$10,000
SEMPER FI & AMERICA'S FUND
825 COLLEGE BLVD STE102 PMB 609OCEANSIDECA92057PCSUPPORT FOR POST-9/11 WOUNDED, INJURED ARMED FORCES$5,000
SHINING STUDIOS ORGANIZATION INC
18 HAVEN AVENUEPORT WASHINGTONNY11050PCSUPPORT FOR YOUTH PROGRAMS$2,500
SHLOFMITZ HEART FOUNDATION
50 JERICHO QUADRANGLE NO 220JERICHONY11753PCMEDICAL RESEARCH FOR HEART DISEASE.$15,000
SONS OF ITALY FOUNDATION
2 NESAQUAKE AVEPORT WASHINGTONNY11050PCSPONSOR VARIOUS FUNDRAISING EVENTS$20,000
SPECIAL OLYMPICS NEW YORK INC
560 BROADHOLLOW RD STE 106MELVILLENY11747PCSPONSOR VARIOUS FUNDRAISING EVENTS$3,000
SPECTRUM DESIGNS FOUNDATION LTD
366 MAIN STPORT WASHINGTONNY11050PCSPONSOR ATHLETIC PROGRAMS FOR CHILDREN WITH DISABILITES$15,000
SPIRIT OF JOY MINISTRIES
1801 ROUSE RDORLANDOFL32717PCSUPPORT CHURCH PROGRAMS$10,000
ST AIDAN SCHOOL
51 WILLIS AVEWILLISTON PARKNY11596PCGENERAL SUPPORT FOR EDUCATION (CATHOLIC)$5,000
THE ST FRANCIS HOSPITAL FOUNDATION INC
100 PORT WASHINGTON BLVDROSLYNNY11576PCSUPPORT HOSPITAL INITIATIVES$500,000
ST JOHN'S BREAD & LIFE PROGRAM
PO BOX 211118BROOKLYNNY11221PCSUPPORT UNIVERSITY ACTIVITIES$5,000
ST JUDE CHILDRENS RESEARCH HOSPITAL INC
501 ST JUDE PLMEMPHISTN38105PCSUPPORT HOSPITAL'S INITIATIVES$27,500
ST MARY'S HEALTHCARE SYSTEM FOR CHILDREN INC
5 DAKOTA DR SUITE 200NEW HYDE PARKNY11042PCSPONSOR PROGRAMS FOR CHILDREN WITH MENTALLY COMPLEX CONDITIONS$5,000
ST PAUL'S EPISCOPAL CHURCH
PO BOX 1133WELLSVT05774PCSUPPORT CHURCH PROGRAMS$10,000
ST PETER OF ALCANTARA SCHOOL FOUNDATION
1321 PORT WASHINGTON BLVDPORT WASHINGTONNY11050PCSUPPORT CHURCH PROGRAMS$20,000
ST STEPHEN'S CHURCH
9 CARLTON AVEPORT WASHINGTONNY11050PCSUPPORT CHURCH PROGRAMS$10,000
ST JOHNS UNIVERSITY NEW YORK
8000 UTOPIA PARKWAYQUEENSNY11439PCSUPPORT UNIVERSITY ACTIVITIES$5,000
SUFFOLK COUNTY VANDERBILT MUSEUM
180 LITTLE NECK ROADCENTERPORTNY11721PCEDUCATIONAL YOUTH PROGRAMS$2,500
ART GUILD OF PORT WASHINGTON INC
200 PORT WASHINGTON BLVDMANHASSETNY11030PCART EDUCATION PROGRAMS FOR STUDENTS AND ADULTS$25,000
BOOK FAIRIES INC
70 NORTH MAIN STREETFREEPORTNY11520PCPROVIDING BOOKS TO UNDERSERVED COMMUNITY GROUPS$5,000
THE ED FOUNDATION
PO BOX 909PORT WASHINGTONNY11050PCSPONSOR FUNDRAISING EVENTS & COMMUNITY EVENTS$10,205
JOHN PHILIP SOUSA MEMORIAL BAND SHELL INC
PO BOX 1461PORT WASHINGTONNY11050PCSPONSOR FREE COMMUNITY CONCERTS$5,000
MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH
PO BOX 4777NEW YORKNY10017PCFUNDING FOR PARKINSONS RESEARCH$100,000
TOURNIQUET
PO BOX 333 WHITESTONE STATIONFLUSHINGNY11357PCFUND SERVICES FOR ABANDONED PETS$1,000
UNITED HELP UKRAINE
PO BOX 83426GAITHERSBURGMD20883PCGENERAL SUPPORT$5,000
VETERANS OF FOREIGN WAR
406 WEST 34TH STREETKANSAS CITYMO64111PCSPONSOR PROGRAMS AND SERVICES FOR VETERANS OF FOREIGN WARS$38,417
VFW POST 347
PO BOX 669GLEN COVENY11542PCGENERAL SUPPORT VETERANS$10,205
VICTORIAS VICTORY FOUNDATION
20 PORTSMOUTH AVE 98STRATHAMNH03885PCSUPPORT EFFORTS BEHIND HELPING PEOPLE WITH SPECIAL NEEDS$10,000
WHITESTONE ACADEMY INC
150-34 12TH AVEWHITESTONENY11357PCEDUCATIONAL PROGRAMS$70,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,511,538TotalGrantOrContriPdDurYrAmt
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$95ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$780,855ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,341,496ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3,122,446ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,122,446TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$45,317Amt
Net Investment Income$2,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$43,317DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
META PLATFORMS INC COM CL A$998,680$685,938
INVESCO QQQ TR UNIT SER 1 ETF$9,472,073$20,953,104
ISHARES RUS 2000 VAL ETF$1,218,447$2,184,820
SPDR DOW JONES INDUSTRIAL AVE UT SER 1 ETF$8,183,838$12,464,744
SPDR S&P 500 TR UNIT ETF$9,554,819$16,530,201
SPDR SERIES TRUST PRTFLO S&P500 GW ETF$601,730$1,914,480
VANGUARD WORLD FUNDS CONSUM DIS ETF$597,315$1,907,062
ARK ETF TR INNOVATION ETF$2,804,455$703,056

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$423LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$423DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDENDS RECEIVABLEDesc
BOY Book Value$18,146BOYBookValueAmt
EOY Book Value$10,054EOYBookValueAmt
EOYFMV$10,054EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NEW YORK ANNUAL FILING FEES$1,500$0$1,500
BANK FEES$195$195$0
MEALS & ENTERTAINMENT$1,128$0$1,128
MISCELLEANEOUS$100$0$100

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
GRANTS ADMIN CONSULTANTS$39,000$0$39,000
OTHER PROFESSIONAL FEES$94,600$0$94,600

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXESCategoryTxt
Amt$1,908Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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