FAY J LINDNER FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
FAY J LINDNER FOUNDATION (EIN 11-6043320)
Tax period
2023-09-01 to 2024-08-31
Filed
2025-07-10
IRS object ID
202501919349100310
Schema version
2023v6.0
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)
Return2025-07-10T12:19:59-05:00ReturnTs
Tax Period End2024-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN132907212PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FRENDEL BROWN & WEISSMAN LLP CPA'SBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1230 HILTON AVE - SUITE 222AddressLine1Txt
CityHEMPSTEADCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11550ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN116043320EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FAY J LINDNER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFAYJBusinessNameControlTxt
Phone5162921330PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11161 MEADOWBROOK ROADAddressLine1Txt
CityN MERRICKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11566ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT M GOLDBERGPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5162921330PhoneNum
Signature2025-07-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEROME ROTHSCHILDPreparerPersonNm
PTINP01461383PTIN
Phone5164818766PhoneNum
Preparation2025-07-07PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$41,742,049FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$168,741InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$168,741InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$311,872DividendsRevAndExpnssAmt
Dividends Net Invst Incm$311,872DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,796,578NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$6,244,473GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,796,578CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,019,343OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,019,343OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$3,296,534TotalRevAndExpnssAmt
Total Net Invst Incm$3,296,534TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$55,841TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,593TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$12,103TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$221,291OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$15,996OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$205,295OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$277,132TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$19,589TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$217,398TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,964,262ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,964,262ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,241,394TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$19,589TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,181,660TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,055,140ExcessRevenueOverExpensesAmt
Net Investment Income$3,276,945NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$433,950CashBOYAmt
Cash EOY$501,269CashEOYAmt
Cash EOYFMV$501,269CashEOYFMVAmt
Sav And Temp Cash Invst BOY$634,198SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$414,674SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$414,674SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$100,164USGovernmentObligationsBOYAmt
US Government Obligations EOY$0USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
Corporate Stock BOY$13,427,964CorporateStockBOYAmt
Corporate Stock EOY$14,368,051CorporateStockEOYAmt
Corporate Stock EOYFMV$18,497,628CorporateStockEOYFMVAmt
Mortgage Loans BOY$1,520,000MortgageLoansBOYAmt
Mortgage Loans EOY$1,520,000MortgageLoansEOYAmt
Mortgage Loans EOYFMV$1,520,000MortgageLoansEOYFMVAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Other Investments EOYFMV$20,808,478OtherInvestmentsEOYFMVAmt
Total Assets BOY$16,116,276TotalAssetsBOYAmt
Total Assets EOY$16,803,994TotalAssetsEOYAmt
Total Assets EOYFMV$41,742,049TotalAssetsEOYFMVAmt
Deferred Revenue BOY$1,245,546DeferredRevenueBOYAmt
Deferred Revenue EOY$1,245,546DeferredRevenueEOYAmt
Other Liabilities BOY$4,551,430OtherLiabilitiesBOYAmt
Other Liabilities EOY$4,185,979OtherLiabilitiesEOYAmt
Total Liabilities BOY$5,796,976TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,431,525TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$72,325AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$72,325AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$10,246,975RetainedEarningBOYAmt
Retained Earning EOY$11,300,144RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$10,319,300TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$11,372,469TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$16,116,276TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$16,803,994TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$10,319,300TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,055,140ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$11,374,440SubtotalAmt
Other Decreases$1,971OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$11,372,469TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
PARTNERSHIP PASS-THROUGHP$22,685$22,685$22,685
MERRILL LYNCH 4062P$396,236-$27,561-$27,561$423,797
MERRILL LYNCH 4058P$4,423,648$399,550$399,550$4,024,098
ROCKEFELLER 5385P$580,191$580,191$580,191
ROCKEFELLER 5393P$821,713$821,713$821,713
FieldValueIRS element (for citing)
Capital Gain Net Income$1,796,578CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$45,550InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$45,550SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$45,550TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$47,126EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$19,500ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$66,626TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$21,076OverpaymentAmt
Applied To ES Tax$21,076AppliedToESTaxAmt
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 BooksOFFICEIndividualWithBooksNm
Phone5162921330PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11161 MEADOWBROOK ROADAddressLine1Txt
CityN MERRICKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11566ZIPCd
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 HoldingsYes (1)BusinessHoldingsInd
Excess Business Holdings0ExcessBusinessHoldingsInd
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 (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT GOLDBERG
1161 MEADOWBROOK ROADN MERRICKNY11566PRESIDENT/EMERITUS10.00$0$0$0
DAVID GOLDBERG
1161 MEADOWBROOK ROADN MERRICKNY11566PRESIDENT2.00$0$0$0
EVAN GOLDBERG
1161 MEADOWBROOK ROADN MERRICKNY11566TREASURY2.00$0$0$0
MOLLY GOLDBERG
1161 MEADOWBROOK ROADN MERRICKNY11566VICE PRESIDENT2.00$0$0$0
ERIC J SHIMANOFF
1161 MEADOWBROOK ROADN MERRICKNY11566DIRECTOR2.00$0$0$0
JANET GOLDBERG
1161 MEADOWBROOK ROADN MERRICKNY11566BOARD MEMBER2.00$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$17,855,506AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$992,051AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$22,328,478FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$41,176,035TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$41,176,035AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$617,641CashDeemedCharitableAmt
Net Vl Noncharitable Assets$40,558,394NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,027,920MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,027,920MinimumInvestmentReturnAmt
Tax Based On Investment Income$45,550TaxBasedOnInvestmentIncomeAmt
Total Tax$45,550TotalTaxAmt
Distributable Before Adj$1,982,370DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,982,370DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,982,370DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,181,660ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,181,660QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,982,370DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$50,377ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$218,197ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov$268,574TotalExcessDistributionCyovAmt
Qualifying Distributions$2,181,660QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,982,370AppliedToCurrentYearAmt
Remaining Distri From Corpus$199,290RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$467,864TotalCorpusAmt
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$50,377ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$417,487ExcessDistriCyovToNextYrAmt
Excess From Year4$218,197ExcessFromYear4Amt
Excess From Current Year$199,290ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (122 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ALS ASSOCIATION OF GREATER NY
1161 MEADOWBROOK ROADN MERRICKNY11566NONENOT FOR PROFITGENERAL DONATION$20,000
ALZHEIMER'S DISEASE RESOURCE CENTER
1161 MEADOWBROOK ROADN MERRICKNY11566NONENOT FOR PROFITGENERAL DONATION$5,000
ALZHEIMER'S DISEASE RESOURCE CENTER
1161 MEADOWBROOK ROADN MERRICKNY11566NONENOT FOR PROFITGENERAL DONATION$5,000
ALZHEIMER'S DISEASE RESOURCE CENTER
1161 MEADOWBROOK ROADN MERRICKNY11566NONEPCGENERAL DONATION$15,000
AMERICAN CANCER SOCIETY
1161 MEADOWBROOK ROADN MERRICKNY11566NONEPCGENERAL DONATION$11,863
AMERICAN HEART ASSOCIATION
1161 MEADOWBROOK ROADN MERRICKNY11566NONEPCGENERAL DONATION$11,863
AMERICAN RED CROSS
1161 MEADOWBROOK ROADN MERRICKNY11566NONEPCGENERAL DONATION$11,863
AMERICAS VET DOGS
1161 MEADOWBROOK ROADN MERRICKNY11566NONEPCGENERAL DONATION$5,000
ABILITIES INC
1161 MEADOWBROOK ROADN MERRICKNY11566NONEPCGENERAL DONATION$35,000
CANCER CARE INC
1161 MEADOWBROOK ROADN MERRICKNY11566NONENOT FOR PROFITGENERAL DONATION$5,000
CANDID
1161 MEADOWBROOK ROADN MERRICKNY11566NONENOT FOR PROFITGENERAL DONATION$1,000
CATHOLIC HOME CARE
1161 MEADOWBROOK ROADN MERRICKNY11566NONENOT FOR PROFITGENERAL DONATION$1,000
CHABAD CENTER FOR JEWISH LIFE
1161 MEADOWBROOK ROADN MERRICKNY11566NONEPCGENERAL DONATION$10,000
CHILD CARE COUNCIL
1161 MEADOWBROOK ROADN MERRICKNY11566NONENOT FOR PROFITGENERAL DONATION$2,000
CHILDREN BRAIN TUMOR
1161 MEADOWBROOK ROADN MERRICKNY11566NONENOT FOR PROFITGENERAL DONATION$2,000
COLUMBIA UNIVERSITY
1161 MEADOWBROOK ROADN MERRICKNY11566NONEPCGENERAL DONATION$5,000
COLUMBIA UNIVERSITY
1161 MEADOWBROOK ROADN MERRICKNY11566NONENOT FOR PROFITGENERAL DONATION$10,000
CORNELL UNIVERSITY
1161 MEADOWBROOK ROADN MERRICKNY11566NONENOT FOR PROFITGENERAL DONATION$23,726
COVENANT HOUSE
1161 MEADOWBROOK ROADN MERRICKNY11566NONENOT FOR PROFITGENERAL DONATION$3,000
CROHN'S & COLITIS FOUNDATION OF AMERICA
1161 MEADOWBROOK ROADN MERRICKNY11566NONENOT FOR PROFITGENERAL DONATION$2,000
CYSTIC FIBROSIS FOUNDATION
1161 MEADOWBROOK ROADN MERRICKNY11566NONENOT FOR PROFITGENERAL DONATION$5,000
DEBRA OF AMERICA INC
1161 MEADOWBROOK ROADN MERRICKNY11566NONENOT FOR PROFITGENERAL DONATION$2,500
DEBORAH HOSPITAL
1161 MEADOWBROOK ROADN MERRICKNY11566NONEPCGENERAL DONATION$1,500
DOROT
1161 MEADOWBROOK ROADN MERRICKNY11566NONEPCGENERAL DONATION$5,000
EAC
1161 MEADOWBROOK ROADN MERRICKNY11566NONEPCGENERAL DONATION$1,000
EAC
1161 MEADOWBROOK ROADN MERRICKNY11566NONEPCGENERAL DONATION$15,000
EAC
1161 MEADOWBROOK ROADN MERRICKNY11566NONEPCGENERAL DONATION$30,000
EPIC LONG ISLAND
1161 MEADOWBROOK ROADN MERRICKNY11566NONEPCGENERAL DONATION$1,000
FAMILY AND CHILDREN'S ASSOCIATION
1161 MEADOWBROOK ROADN MERRICKNY11566NONEPCGENERAL DONATION$25,000
FAMILY AND CHILDREN'S ASSOCIATION
1161 MEADOWBROOK ROADN MERRICKNY11566NONEPCGENERAL DONATION$25,000
FAMILY RESOURCE ASSOCIATES
1161 MEADOWBROOK ROADN MERRICKNY11566NONENOT FOR PROFITGENERAL DONATION$3,000
FAMILY RESOURCE ASSOCIATES
1161 MEADOWBROOK ROADN MERRICKNY11566NONENOT FOR PROFITGENERAL DONATION$5,000
FAMILY SERVICE LEAGUE OF SUFFOLK COUNTY
1161 MEADOWBROOK ROADN MERRICKNY11566NONENOT FOR PROFITGENERAL DONATION$25,000
FAMILY SERVICE LEAGUE OF SUFFOLK COUNTY
1161 MEADOWBROOK ROADN MERRICKNY11566NONENOT FOR PROFITGENERAL DONATION$25,000
FAMILY SERVICE LEAGUE OF SUFFOLK COUNTY
1161 MEADOWBROOK ROADN MERRICKNY11566NONEPCGENERAL DONATION$25,000
FAMILY SERVICE LEAGUE OF SUFFOLK COUNTY
1161 MEADOWBROOK ROADN MERRICKNY11566NONEPCGENERAL DONATION$25,000
GIFT OF LIFE
1161 MEADOWBROOK ROADN MERRICKNY11566NONEPCGENERAL DONATION$2,500
GURWIN CENTER
1161 MEADOWBROOK ROADN MERRICKNY11566NONEPCGENERAL DONATION$12,000
GURWIN JEWISH HEALTHCARE FOUNDATION
1161 MEADOWBROOK ROADN MERRICKNY11566NONENOT FOR PROFITGENERAL DONATION$12,000
HABITAT FOR HUMANITY
1161 MEADOWBROOK ROADN MERRICKNY11566NONENOT FOR PROFITGENERAL DONATION$200
HABITAT FOR HUMANITY
1161 MEADOWBROOK ROADN MERRICKNY11566NONENOT FOR PROFITGENERAL DONATION$12,000
HABITAT FOR HUMANITY
1161 MEADOWBROOK ROADN MERRICKNY11566NONEPCGENERAL DONATION$12,000
HABITAT FOR HUMANITY
1161 MEADOWBROOK ROADN MERRICKNY11566NONEPCGENERAL DONATION$12,000
HABITAT FOR HUMANITY
1161 MEADOWBROOK ROADN MERRICKNY11566NONEPCGENERAL DONATION$12,000
HADASSAH NASSAU
1161 MEADOWBROOK ROADN MERRICKNY11566NONENOT FOR PROFITGENERAL DONATION$7,899
HADASSAH MOUNT
1161 MEADOWBROOK ROADN MERRICKNY11566NONENOT FOR PROFITGENERAL DONATION$7,899
HEAD INJURY ASSOCIATION
1161 MEADOWBROOK ROADN MERRICKNY11566NONENOT FOR PROFITGENERAL DONATION$3,500
HELLEN KELLER SERVICES
1161 MEADOWBROOK ROADN MERRICKNY11566NONENOT FOR PROFITGENERAL DONATION$11,863
HOFSTRA UNIVERSITY
1161 MEADOWBROOK ROADN MERRICKNY11566NONENOT FOR PROFITGENERAL DONATION$25,000
HOFSTRA UNIVERSITY
1161 MEADOWBROOK ROADN MERRICKNY11566NONEPCGENERAL DONATION$25,000
HOFSTRA UNIVERSITY
1161 MEADOWBROOK ROADN MERRICKNY11566NONEPCGENERAL DONATION$25,000
HOFSTRA UNIVERSITY
1161 MEADOWBROOK ROADN MERRICKNY11566NONEPCGENERAL DONATION$5,000
HOFSTRA UNIVERSITY
1161 MEADOWBROOK ROADN MERRICKNY11566NONEPCGENERAL DONATION$20,000
HOFSTRA UNIVERSITY
1161 MEADOWBROOK ROADN MERRICKNY11566NONEPCGENERAL DONATION$25,000
HOSPICE CARE NETWORK
1161 MEADOWBROOK ROADN MERRICKNY11566NONEPCGENERAL DONATION$10,000
HOSPICE CARE NETWORK
1161 MEADOWBROOK ROADN MERRICKNY11566NONEPCGENERAL DONATION$10,000
HOSPICE CARE NETWORK
1161 MEADOWBROOK ROADN MERRICKNY11566NONEPCGENERAL DONATION$10,000
HOSPICE CARE NETWORK
1161 MEADOWBROOK ROAD1161 MEADOWBRON MERRICKNY11566NONEPCGENERAL DONATION$25,000K ROAD
HOSPICE CARE NETWORK
1161 MEADOWBROOK ROADN MERRICKNY11566NONEPCGENERAL DONATION$10,000
HOSPICE CARE NETWORK
1161 MEADOWBROOK ROADN MERRICKNY11566NONEPCGENERAL DONATION$50,000
HOSPICE CARE NETWORK
1161 MEADOWBROOK ROADN MERRICKNY11566NONENOT FOR PROFITGENERAL DONATION$10,000
HOSPICE CARE NETWORK
1161 MEADOWBROOK ROADN MERRICKNY11566NONENOT FOR PROFITGENERAL DONATION$25,000
INSTITUTE FOR EXCEPTIONAL CARE
1161 MEADOWBROOK ROADN MERRICKNY11566NONEPCGENERAL DONATION$116,783
INSTITUTE FOR EXCEPTIONAL CARE
1161 MEADOWBROOK ROADN MERRICKNY11566NONEPCGENERAL DONATION$81,420
INSTITUTE FOR EXCEPTIONAL CARE
1161 MEADOWBROOK ROADN MERRICKNY11566NONENOT FOR PROFITGENERAL DONATION$81,420
INSTITUTE FOR EXCEPTIONAL CARE
1161 MEADOWBROOK ROADN MERRICKNY11566NONEPCGENERAL DONATION$198,203
INSTITUTE FOR EXCEPTIONAL CARE
1161 MEADOWBROOK ROADN MERRICKNY11566NONEPCGENERAL DONATION$81,420
ISLAND HARVEST
1161 MEADOWBROOK ROADN MERRICKNY11566NONEPCGENERAL DONATION$5,000
JASA
1161 MEADOWBROOK ROADN MERRICKNY11566NONENOT FOR PROFITGENERAL DONATION$5,000
LEUKEMIA SOCIETY OF AMERICA
1161 MEADOWBROOK ROADN MERRICKNY11566NONENOT FOR PROFITGENERAL DONATION$1,000
LI ALZHEIMER'S AND DEMENTIA CENTER
1161 MEADOWBROOK ROADN MERRICKNY11566NONEPCGENERAL DONATION$50,000
LINCOLN CENTER FOR THE PERFORMING ARTS
1161 MEADOWBROOK ROADN MERRICKNY11566NONENOT FOR PROFITGENERAL DONATION$15,000
MAKE A WISH FOUNDATION
1161 MEADOWBROOK ROADN MERRICKNY11566NONENOT FOR PROFITGENERAL DONATION$3,000
MERCY HOSPITAL
1161 MEADOWBROOK ROADN MERRICKNY11566NONEPCGENERAL DONATION$7,899
MOUNT SINAI SOUTH NASSAU
1161 MEADOWBROOK ROADN MERRICKNY11566NONEPCGENERAL DONATION$7,899
MUSCULAR DYSTROPHY ASSOCIATION
1161 MEADOWBROOK ROADN MERRICKNY11566NONENOT FOR PROFITGENERAL DONATION$11,863
NCFJE OF LONG ISLAND
1161 MEADOWBROOK ROADN MERRICKNY11566NONENOT FOR PROFITGENERAL DONATION$1,000
NORTH SHORE CHILD & FAMILY GUIDANCE CENTER
1161 MEADOWBROOK ROADN MERRICKNY11566NONEPCGENERAL DONATION$1,000
NORTH SHORE CHILD & FAMILY GUIDANCE CENTER
1161 MEADOWBROOK ROADN MERRICKNY11566NONEPCGENERAL DONATION$2,000
NORTH SHORE L I JEWISH HEALTH CARE FDN
1161 MEADOWBROOK ROADN MERRICKNY11566NONENOT FOR PROFITGENERAL DONATION$2,000
NORTHWELL HEALTH
1161 MEADOWBROOK ROADN MERRICKNY11566NONEPCGENERAL DONATION$25,000
NORTHWELL HEALTH
1161 MEADOWBROOK ROADN MERRICKNY11566NONENOT FOR PROFITGENERAL DONATION$25,000
NORTHWELL HEALTH
1161 MEADOWBROOK ROADN MERRICKNY11566NONEPCGENERAL DONATION$25,000
NORTHWELL HEALTH
1161 MEADOWBROOK ROADN MERRICKNY11566NONEPCGENERAL DONATION$25,000
NORTHWELL HEALTH
1161 MEADOWBROOK ROADN MERRICKNY11566NONEPCGENERAL DONATION$25,000
NORTHWELL HEALTH
1161 MEADOWBROOK ROADN MERRICKNY11566NONEPCGENERAL DONATION$7,913
NS CHILD & FAMILY GUIDANCE
271-11 76 AVENUEQUEENSNY11040NONEPCGENERAL DONATION$25,000
NS CHILD & FAMILY GUIDANCE
271-11 76 AVENUEQUEENSNY11040NONEPCGENERAL DONATION$75,000
PARENT RESOURCE CENTER
1161 MEADOWBROOK ROADN MERRICKNY11566NONENOT FOR PROFITGENERAL DONATION$5,000
PARKER JEWISH INSTITUTE FOUNDATION
1161 MEADOWBROOK ROADN MERRICKNY11566NONEPCGENERAL DONATION$500
PARKER JEWISH INSTITUTE FOUNDATION
1161 MEADOWBROOK ROADN MERRICKNY11566NONENOT FOR PROFITGENERAL DONATION$20,000
PARKER JEWISH INSTITUTE FOUNDATION
1161 MEADOWBROOK ROADN MERRICKNY11566NONENOT FOR PROFITGENERAL DONATION$20,000
PARKER JEWISH INSTITUTE FOUNDATION
1161 MEADOWBROOK ROADN MERRICKNY11566NONEPCGENERAL DONATION$20,000
PARKER JEWISH INSTITUTE FOUNDATION
1161 MEADOWBROOK ROADN MERRICKNY11566NONEPCGENERAL DONATION$20,000
PARKER JEWISH INSTITUTE FOUNDATION
1161 MEADOWBROOK ROADN MERRICKNY11566NONEPCGENERAL DONATION$20,000
PORT WASHINGTON LIBRARY FOUNDATION
1161 MEADOWBROOK ROADN MERRICKNY11566NONEPCGENERAL DONATION$10,000
RACHEL COOPER FDN
1161 MEADOWBROOK ROADN MERRICKNY11566NONENOT FOR PROFITGENERAL DONATION$2,000
RONALD MCDONALD HOUSE
1161 MEADOWBROOK ROADN MERRICKNY11566NONENOT FOR PROFITGENERAL DONATION$1,000
ROSARY HILL HOME
1161 MEADOWBROOK ROADN MERRICKNY11566NONENOT FOR PROFITGENERAL DONATION$3,000
SEEDS OF PEACE
1161 MEADOWBROOK ROADN MERRICKNY11566NONENOT FOR PROFITGENERAL DONATION$1,500
ST FRANCIS HOSPITAL
1161 MEADOWBROOK ROADN MERRICKNY11566NONENOT FOR PROFITGENERAL DONATION$5,000
ST FRANCIS HOSPITAL
1161 MEADOWBROOK ROADN MERRICKNY11566NONENOT FOR PROFITGENERAL DONATION$500
THE CEREBRAL PALSY ASSOCIATION OF NASSAU COUNTY
1161 MEADOWBROOK ROADN MERRICKNY11566NONENOT FOR PROFITGENERAL DONATION$1,000
THE CEREBRAL PALSY ASSOCIATION OF NASSAU COUNTY
1161 MEADOWBROOK ROADN MERRICKNY11566NONENOT FOR PROFITGENERAL DONATION$1,000
THE HAGEDOEN LITTLE VILLAGE SCHOOL
1161 MEADOWBROOK ROADN MERRICKNY11566NONENOT FOR PROFITGENERAL DONATION$3,000
THE HEATHER PENDERGAST FUND
1161 MEADOWBROOK ROADN MERRICKNY11566NONEPCGENERAL DONATION$1,000
THE PRIDE OF JUDEA MENTAL HEALTH CENTER
1161 MEADOWBROOK ROADN MERRICKNY11566NONENOT FOR PROFITGENERAL DONATION$5,000
THE SALVATION ARMY
1161 MEADOWBROOK ROADN MERRICKNY11566NONEPCGENERAL DONATION$23,726
TILLES CENTER
1161 MEADOWBROOK ROADN MERRICKNY11566NONEPCGENERAL DONATION$1,000
TILLES CENTER
1161 MEADOWBROOK ROADN MERRICKNY11566NONEPCGENERAL DONATION$45,000
UJA-FEDERATION OF NEW YORK
1161 MEADOWBROOK ROADN MERRICKNY11566NONEPCGENERAL DONATION$5,000
UJA-FEDERATION OF NEW YORK
1161 MEADOWBROOK ROADN MERRICKNY11566NONENOT FOR PROFITGENERAL DONATION$5,000
UJA-FEDERATION OF NEW YORK
1161 MEADOWBROOK ROADN MERRICKNY11566NONENOT FOR PROFITGENERAL DONATION$5,000
WINTHROP UNIVERSITY HOSPITAL
1161 MEADOWBROOK ROADN MERRICKNY11566NONEPCGENERAL DONATION$110,000
YOUNG ADULT INSTITUTE
1161 MEADOWBROOK ROADN MERRICKNY11566NONEPCGENERAL DONATION$5,000
YOUNG ADULT INSTITUTE
1161 MEADOWBROOK ROADN MERRICKNY11566NONENOT FOR PROFITGENERAL DONATION$10,000
YOUNG ADULT INSTITUTE
1161 MEADOWBROOK ROADN MERRICKNY11566NONENOT FOR PROFITGENERAL DONATION$10,000
YOUNG ADULT INSTITUTE
1161 MEADOWBROOK ROADN MERRICKNY11566NONENOT FOR PROFITGENERAL DONATION$10,000
YOUNG ADULT INSTITUTE
1161 MEADOWBROOK ROADN MERRICKNY11566NONENOT FOR PROFITGENERAL DONATION$5,000
BANK REFUND FOR STOLEN DONATIONS PAID
1161 MEADOWBROOK ROADN MERRICKNY11566NONENOT FOR PROFITGENERAL DONATION-$69,960
YOUNG ADULT INSTITUTE PRIOR YEAR DONATION CHECK VOIDED
1161 MEADOWBROOK ROADN MERRICKNY11566NONENOT FOR PROFITGENERAL DONATION-$5,000
YOUNG ADULT INSTITUTE PRIOR YEAR DONATION CHECK VOIDED
1161 MEADOWBROOK ROADN MERRICKNY11566NONENOT FOR PROFITGENERAL DONATION-$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,964,262TotalGrantOrContriPdDurYrAmt
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$168,741ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$311,872ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$1,019,343ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,796,578ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3,296,534ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,296,534TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number8LineNumberTxt
Relationship StatementFUNDED LOCAL CHARITIESRelationshipStatementTxt

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
EOY Book Value$14,368,051EOYBookValueAmt
EOYFMV$18,497,628EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINVESTMENT IN PARTNERSHIPSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$0BookValueAmt
EOYFMV$20,808,478EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBOND PREMIUMDesc
Amt$1,971Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BROKERS FEES$163,678$0$163,678
INSURANCE$1,743$0$1,743
OFFICE$5,110$0$5,110
JOURNALS$18,000$0$18,000
OTHER PROFESSIONAL$31,992$15,996$15,996
BANK CHARGES$18$0$18
NYS FILING FEE$750$0$750

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
MISCELLANEOUS$179$179$179
PARTNERSHIP INCOME$1,019,164$1,019,164$1,019,164

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
BOY Book Value$4,551,430BOYBookValueAmt
EOY Book Value$4,185,979EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX$40,145$0$0
FOREIGN TAX$3,593$3,593$0
REAL ESTATE TAXES$12,103$0$12,103

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