JEANINE HELLER FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JEANINE HELLER FOUNDATION INC (EIN 81-0691564)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2022-08-01
- IRS object ID
- 202222139349100022
- Schema version
- 2020v4.2
- 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
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-01T13:37:18-05:00 | ReturnTs |
| Tax Period End | 2021-09-30 | 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 | 2020-10-01 | 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 | 2022-08-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM | PersonFirstNm |
| Person Last | VOGEL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM A VOGEL | PreparerPersonNm |
| PTIN | P00209076 | PTIN |
| Phone | 5164835800 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,254,330 | 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 | $200,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $19 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $52,142 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $52,142 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $940,457 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,388,763 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $940,457 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,192,618 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $992,618 | 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 | $935 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $935 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,819 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,796 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,796 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,550 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,731 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $241,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $241,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $256,550 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $243,731 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $936,068 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $992,618 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $248,611 | CashBOYAmt |
| Cash EOY | $192,060 | CashEOYAmt |
| Cash EOYFMV | $192,060 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $185,178 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $237,343 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $237,343 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,609,465 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,549,919 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,824,927 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,043,254 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,979,322 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,254,330 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,043,254 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,979,322 | 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 | $5,043,254 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,979,322 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,043,254 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,979,322 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,043,254 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $936,068 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,979,322 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,979,322 | 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 |
|---|---|---|---|---|---|---|---|
| 323 ISHARES JPMORGAN USD MTSBOND ETF | D | 2017-05-02 | 2021-03-05 | $35,078 | $37,397 | -$2,319 | -$2,319 |
| 2000 APPLE INC | D | 2017-05-02 | 2020-12-11 | $243,752 | $73,732 | $170,020 | $170,020 |
| 1600 APPLE INC | D | 2017-05-02 | 2020-12-16 | $204,796 | $58,986 | $145,810 | $145,810 |
| 200 MODERNA | P | 2020-12-16 | 2021-04-15 | $31,752 | $27,502 | $4,250 | $4,250 |
| 1800 APPLE INC | D | 2017-05-02 | 2021-02-01 | $241,826 | $66,359 | $175,467 | $175,467 |
| 1000 APPLE INC | D | 2017-05-02 | 2021-02-11 | $135,101 | $36,866 | $98,235 | $98,235 |
| 1000 APPLE INC | D | 2017-05-02 | 2021-02-19 | $129,826 | $36,866 | $92,960 | $92,960 |
| 1000 APPLE INC | D | 2017-05-02 | 2021-03-05 | $121,144 | $36,866 | $84,278 | $84,278 |
| 1000 APPLE INC | D | 2017-05-02 | 2021-03-09 | $120,389 | $36,866 | $83,523 | $83,523 |
| 1000 APPLE INC | D | 2017-05-02 | 2021-03-16 | $125,069 | $36,866 | $88,203 | $88,203 |
| CAPITAL GAINS DIVIDENDS | P | $30 | $30 | $30 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $940,457 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,797 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,797 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,797 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,666 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $22,135 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $27,801 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $14,004 | OverpaymentAmt |
| Applied To ES Tax | $14,004 | 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 | 0.00 | $0 | $0 | $0 |
| FREDERICK MCELDERRY | ||||||||
| 967 PLAIN AVENUE | FRANKLIN SQUARE | NY | 11010 | VICE-PRESIDENT | 0.00 | $0 | $0 | $0 |
| SHAWN H VOGEL | ||||||||
| 256 HAMILTON AVENUE | WEST HEMPSTEAD | NY | 11552 | SEC/TREAS | 0.00 | $0 | $0 | $0 |
| LYNN A SULLIVAN | ||||||||
| 240 COLONY STREET | WEST HEMPSTEAD | NY | 11552 | VICE-PRESIDENT | 0.00 | $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 | $7,142,786 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $378,118 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,520,904 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,520,904 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $112,814 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,408,090 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $370,405 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $370,405 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,797 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,797 | TotalTaxAmt |
| Distributable Before Adj | $356,608 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $356,608 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $356,608 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $243,731 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $243,731 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $243,731 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $356,608 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $9,412 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $9,412 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $243,731 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $243,731 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $9,412 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $9,412 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $103,465 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TRINITY REFORMED CHURCH | ||||||||||||
| 909 NORTH LANDING TOAD | ROCHESTER | NY | 14625 | NONE | 501(C)(3) | FOR AID TO TEXAS DISASTER VICTIMS | $5,000 | |||||
| MOMMAS HOUSE | ||||||||||||
| 3100 HEMPSTEAD TPKE | LEVITTOWN | NY | 11756 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 | |||||
| MARTIN LUTHER CAMP CORPORATION-KOINONIA | ||||||||||||
| 165 LAKEVIEW DRIVE ROAD | HIGHLAND LAKE | NY | 12743 | NONE | 501(C)(3) | GENERAL SUPPORT | $105,000 | |||||
| LONG ISLAND CARES | ||||||||||||
| 10 DAVIDS DRIVE | HAUPPAUGE | NY | 117882039 | NONE | 501(C)(3) | HARRY CHAPIN FOOD BANK | $20,500 | |||||
| H FRANK CAREY HIGH SCHOOL | ||||||||||||
| 230 POPPY AVENUE | FRANKLIN SQUARE | NY | 11010 | NONE | 501(C)(3) | TO FUND FREDERICK MCELDERRY MUSIC SCHOLARSHIP | $3,000 | |||||
| SOURP HAGOP ARMENIAN CHURCH | ||||||||||||
| NONE | PC | GENERAL SUPPORT | $20,000 | 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 | $5,000 | |||||
| THE COMMUNITY CHURCH OF GARDEN CITY | ||||||||||||
| PO BOX 1809 | GARDEN CITY | NY | 11530 | NONE | 501(C)(3) | GENERAL SUPPORT | $5,000 | |||||
| LI COUNCIL OF CHURCHES | ||||||||||||
| 211 FULTON AVENUE | HEMPSTEAD | NY | 11550 | NONE | 501(C)(3) | FREEPORT FOOD PANTRY | $25,000 | |||||
| WEST HEMPSTEAD HIGH SCHOOL | ||||||||||||
| 400 NASSAU BLVD | WEST HEMPSTEAD | NY | 11552 | NONE | 501(C)(3) | FOR MUSIC AND ARTS PROGRAMS | $7,500 | |||||
| NEW YORK CONFERENCE-NY SCHOOL OF MINISTRY | ||||||||||||
| PO BOX 487 | SYRACUSE | NY | 13209 | NONE | 501(C)(3) | GENERAL SUPPORT | $5,000 | |||||
| THE SAFE CENTER LI | ||||||||||||
| 15 GRUMMAN RD W 1000 | BETHPAGE | NY | 11714 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 | |||||
| PINECREST LUTHERAN LEADERSHIP MINISTRIES INC | ||||||||||||
| 175 BIRCHWOOD RD | MEDFORD | NY | 11763 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 | |||||
| LONG ISLAND FELINE ADOPTION | ||||||||||||
| 126 E MAIN STREET | SMITHTOWN | NY | 11787 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $241,000 | 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 | $19 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $52,142 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $940,457 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $992,618 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $992,618 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTATE OF JEANINE HELLER | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 256 HAMILTON AVENUE | AddressLine1Txt |
| City | WEST HEMPSTEAD | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11552 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $200,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (34 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 100 ALPHABET INC CL A | $143,477 | $267,352 |
| 100 ALPHABET INC CL C | $143,477 | $266,531 |
| 500 AMAZON.COM INC | $1,093,409 | $1,642,520 |
| 18000 APPLE INC | $1,850,972 | $2,547,000 |
| 400 CATERPILLAR INC | $55,280 | $76,788 |
| 109 CIGNA CORP | $21,110 | $21,817 |
| 1000 JOHNSON & JOHNSON | $149,040 | $161,500 |
| 1500 MERCK & CO INC | $124,129 | $112,665 |
| 4000 NVIDIA | $340,348 | $828,640 |
| 400 WALT DISNEY CO | $55,867 | $67,668 |
| 200 INVESCO QQQ TRUST | $44,125 | $71,592 |
| 250 INVESCO S&P 500 LOW | $15,025 | $15,210 |
| 757 ISHARES CURRENCY HEDGED MSCI GER | $21,683 | $24,254 |
| 675 ISHARES GOLD EFT | $20,473 | $22,552 |
| 245 ISHARES IBOXX INVT GRADE | $32,087 | $32,592 |
| 178 ISHARES MSCI EAF MIN VOL | $13,243 | $13,411 |
| 500 ISHARES MSCI USA QUALITY | $52,453 | $65,865 |
| 37 ISHARES RUSSELL 2000 | $5,949 | $8,094 |
| 448 ISHARES TIPS BOND ETF | $53,245 | $57,205 |
| 90 ISHARES 20+ YEAR | $13,118 | $12,989 |
| 243 ISHARES 7-10 YEAR | $27,677 | $27,998 |
| 339 PIMCO ENHANCED SHORT | $34,554 | $34,554 |
| 13034 VANGUARD FTSE DEVELOPED | $55,824 | $65,839 |
| 1321 VANGUARD FTSE EMERGING MARK ETF | $55,277 | $66,063 |
| 348 VANGUARD FTSE EUROPE | $19,808 | $22,832 |
| 214 VANGUARD INTERMEDIATE TERM CO E | $19,937 | $20,204 |
| 500 VANGUARD S&P GROWTH ETF IV | $92,515 | $133,340 |
| 500 IBM | $64,545 | $69,465 |
| 150 ORGANON & CO | $4,492 | $4,919 |
| 1000 PEPSICO | $134,530 | $150,410 |
| 1000 WASTE MANAGEMENT | $112,075 | $149,360 |
| 1000 3M | $178,726 | $175,420 |
| 1800 BERKSHIE HATHAWAY CL B | $405,529 | $491,292 |
| 200 BROADCOM INC | $95,920 | $96,986 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FARRELL FRITZ | CategoryTxt |
| Legal Fees | $935 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $935 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS FILING FEE | $250 | $0 | $250 |
| OFFICE SUPPLIES | $1,531 | $0 | $1,531 |
| WIRE FEES | $15 | $0 | $15 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $12,819 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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