PETER AND JERI DEJANA FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- PETER AND JERI DEJANA FAMILY FOUNDATION (EIN 27-6985468)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-06
- IRS object ID
- 202121269349102582
- Schema version
- 2020v4.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-06T15:45:36-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 111558868 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARGOLIN WINER & EVENS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 RXR PLAZA - WEST TOWER | AddressLine1Txt |
| City | UNIONDALE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11556 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 276985468 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PETER AND JERI DEJANA FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION C/O PETER DEJANA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PETE | BusinessNameControlTxt |
| Phone | 5164909349 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 SAGAMORE HILL DRIVE | AddressLine1Txt |
| City | PORT WASHINGTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11050 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER DEJANA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5164909349 | PhoneNum |
| Signature | 2021-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PETER | PersonFirstNm |
| Person Last | DEJANA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AL MATERAZO | PreparerPersonNm |
| PTIN | P00435882 | PTIN |
| Phone | 5167472000 | 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 | $69,107,133 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $86 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $86 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $831,632 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $831,632 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,681,628 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,255,505 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,681,628 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,513,346 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,513,346 | 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 | $12,292 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $12,292 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $119,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $119,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $35,097 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,050 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $69,782 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $240 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $69,542 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $253,671 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,040 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $209,584 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,133,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,133,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,387,171 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,040 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,343,084 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $126,175 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,502,306 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $86,289 | CashBOYAmt |
| Cash EOY | $146,652 | CashEOYAmt |
| Cash EOYFMV | $146,652 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $763,078 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,588,419 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,588,419 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $35,097,263 | CorporateStockBOYAmt |
| Corporate Stock EOY | $32,394,298 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $65,330,824 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $52,320 | OtherAssetsBOYAmt |
| Other Assets EOY | $41,238 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $41,238 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $35,998,950 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,170,607 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $69,107,133 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $45,482 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $45,482 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $35,998,950 | CapitalStockBOYAmt |
| Capital Stock EOY | $36,125,125 | 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 | $35,998,950 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $36,125,125 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $35,998,950 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $36,170,607 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $35,998,950 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $126,175 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $36,125,125 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $36,125,125 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 1,035 SHARES OF SPDR DOW JONES IND | 2020-02-24 | 2020-09-23 | $274,234 | $290,612 | -$16,378 | -$16,378 |
| 1,680 SHARES OF INVESCO QQQ TRUST | 2011-02-15 | 2020-09-23 | $427,986 | $98,179 | $329,807 | $329,807 |
| 11,031.163 SHARES OF ISHARES TRUST | 2011-02-15 | 2020-12-28 | $1,403,576 | $1,177,817 | $225,759 | $225,759 |
| 1,341 SHARES OF SPDR S&P 500 ETF | 2011-02-15 | 2020-09-23 | $428,651 | $178,018 | $250,633 | $250,633 |
| 570 SHARES OF SPDR DOWN DOWNS IND | 2011-02-15 | 2020-09-23 | $155,269 | $84,698 | $70,571 | $70,571 |
| 14,223.94 SHARES OF VANGUARD SHORT TRM BOND ETF | 2011-02-15 | 2020-12-28 | $1,177,416 | $1,138,291 | $39,125 | $39,125 |
| 8,186.342 SHARES OF VANGUARD INDUSTRIAL ETF | 2011-02-15 | 2020-12-28 | $1,388,373 | $606,262 | $782,111 | $782,111 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,681,628 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $34,782 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $34,782 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $34,782 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $16,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $32 | EsPenaltyAmt |
| Tax Due | $18,014 | TaxDueAmt |
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 | PETER DEJANA | IndividualWithBooksNm |
| Phone | 5164909349 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 SAGAMORE HILL DRIVE | AddressLine1Txt |
| City | PORT WASHINGTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11050 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER DEJANA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 SAGAMORE HILL DRIVE | AddressLine1Txt |
| City | PORT WASHINGTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11050 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 3.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JIM AVENA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 SAGAMORE HILL DRIVE | AddressLine1Txt |
| City | PORT WASHINGTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11050 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CONSULTING | ServiceTypeTxt |
| Compensation | $103,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $58,210,036 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $737,963 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $58,947,999 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $58,947,999 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $884,220 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $58,063,779 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,903,189 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,903,189 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $34,782 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $34,782 | TotalTaxAmt |
| Distributable Before Adj | $2,868,407 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,868,407 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,868,407 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,343,084 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,343,084 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,343,084 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,868,407 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,340,467 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,343,084 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,340,467 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,617 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | 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 | $2,865,790 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PETER DEJANA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 SAGAMORE HILL DRIVE | AddressLine1Txt |
| City | PORT WASHINGTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11050 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5167472000 | RecipientPhoneNum |
| Form And Info And Materials | RESUME, BUDGET AND DESCRIPTION OF PROGRAM INCLUDING MISSION STATEMENT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (99 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ACDS | |||||||
| 3 REDWOOD CT | PORT WASHINGTON | NY | 11050 | PC | GRANT IN HONOR OF JENNIFER DEYOUNG | $10,000 | |
| ADVANCE THE WORLD | |||||||
| 4071 LAFAYETTE PLACE 2 | CULVER CITY | CA | 90232 | PC | WORKING WITH YOUNG STUDENTS OF ALL BACKGROUNDS, INSPIRING THEM TO REACH FOR THE STARS, TO MAKE A DIFFERENCE. ON BEHALF OF DR. GOLDENBERG. | $5,000 | |
| AGATE OF PORT WASHINGTON | |||||||
| PO BOX 667 | PORT WASHINGTON | NY | 11050 | PC | AGATE IS A HOME-SCHOOL ASSOCIATION THAT WORKS WITH PARENTS, TEACHERS, ADMINISTRATORS AND OTHER ORGANIZATIONS TO ADVOCATE FOR THE UNIQUE NEEDS OF DIVERSE GIFTED STUDENTS AND OTHER ADVANCED LEARNERS FROM PRE-KINDERGARTEN THROUGH GRADUATION. | $5,000 | |
| AMERICAN LEGION POST 336 | |||||||
| 190 GLEN HEAD RD | GLEN HEAD | NY | 11545 | PC | SUPPORT MEMBERSHIP DRIVE INITIATIVES | $3,500 | |
| BAXTER'S POND FOUNDATION | |||||||
| 1 CENTRAL DRIVE | PORT WASHINGTON | NY | 11050 | PC | SUPPORT BEAUTIFICATION AND MAINTENANCE PROJECTS AT BAXTERS POND PARK. | $10,000 | |
| BELIEVE IN A CURE INC | |||||||
| 151 HERRICKS ROAD SUITE 204 | NEW HYDE PARK | NY | 11040 | PB | HELP FUND RESEARCH FOR FOXG1 SYNDROME. ON BEHALF OF DR. GOLDENBERG. | $7,500 | |
| CACEOC ECONOMIC OPPORTUNITY COMMISSION | |||||||
| 382 MAIN ST | PORT WASHINGTON | NY | 11050 | PC | SUPPORT VARIOUS INITIATIVES FOR TEENS | $15,000 | |
| CANCERCARE OF PW | |||||||
| 2 NESAQUAKE AVE | PORT WASHINGTON | NY | 11050 | PC | SUPPORTS 2020 RED STOCKING REVUE & CANCER CARESMOTHER DAY BRUNCH. | $30,000 | |
| CHABAD OF PORT WASHINGTON | |||||||
| 80 SHORE RD | PORT WASHINGTON | NY | 11050 | PC | SPONSOR CHANUKAH LIGHTING CEREMONY 12/10/2020 | $12,500 | |
| COLUMBUS CITIZENS FOUNDATION | |||||||
| 8 EAST 69 STREET | NEW YORK | NY | 10021 | PC | THE COLUMBUS CITIZENS FOUNDATION IS A NON-PROFIT ORGANIZATION IN NEW YORK CITY COMMITTED TO FOSTERING AN APPRECIATION OF ITALIAN-AMERICAN HERITAGE AND ACHIEVEMENT. | $1,000 | |
| COMMUNITY CHEST OF PORT WASHINGTON | |||||||
| 382 MAIN ST | PORT WASHINGTON | NY | 11050 | PC | SPONSOR VARIOUS FUNDRAISERS | $65,000 | |
| COMMUNITY MAINSTREAMING | |||||||
| 1025 OLD CNTRY RD STE325 | WESTBURY | NY | 11590 | PC | HELP WITH DISABLED ADULT INDEPENDENCE PROGRAM | $10,000 | |
| COMMUNITY SYNAGOGUE | |||||||
| 160 MIDDLE NECK RD | SANDS POINT | NY | 11050 | PC | SPONSOR PRODUCTION OF FUNDRAISING MUSICAL | $10,000 | |
| COW NECK PENINSULA | |||||||
| 336 PORT WASHINGTON BLVD | PORT WASHINGTON | NY | 11050 | PC | SUPPORTS VARIOUS REPAIRS & INITIATIVES | $25,000 | |
| DALY HSA INC | |||||||
| 36 ROCKWOOD AVE | PORT WASHINGTON | NY | 11050 | PC | FUNDING TO BRING THE HOME AND SCHOOL INTO A CLOSER RELATIONSHIP TO RAIS THE STANDARD OF THE ELEMENTARY SCHOOL EXPERIENCE. | $5,000 | |
| DIABETES RESEARCH INSTITUTE | |||||||
| 259 W 30TH ST STE 402 | PORT WASHINGTON | NY | 10001 | PC | SPONSORS DIABETES RESEARCH INSTITUTE "COOKING FOR THE CURE" FUNDRAISING EVENT | $25,000 | |
| ERASE RACISM INC | |||||||
| 6800 JERICHO TURNPIKE SUITE 109W | SYOSSET | NY | 11791 | PC | LEADERSHIP SPONOR VIRTUAL GALA- HONORING RICHARD TILLES | $10,000 | |
| FEEDING AMERICA | |||||||
| DONATION PROCESSING CENTER PO BOX | WASHINGTON | DC | 20077 | PC | FUNDING FOR US HUNGER RELIEF ORGANIZATION | $1,000 | 96749 |
| FOLDS OF HONOR | |||||||
| 39 HILLS RD | PORT WASHINGTON | NY | 12211 | PC | SUPPORT ORGINAZATION THAT PROVIDES TUITON ASSISTANCE TO FAMILIES OF FALLEN/INJURED SOLDIERS | $10,000 | |
| FRIENDS OF PORT WASHINGTON LIBRARY | |||||||
| ONE LIBRARY DRIFE | PORT WASHINGTON | NY | 11050 | PC | FUNDING FOR PORT WASHINGTON LIBRARY | $10,000 | |
| GIFT OF LIFE INC | |||||||
| 475 NORTHERN BLVD STE 22 | PORT WASHINGTON | NY | 11021 | PC | SUPPORT FUNDRAISER FOR LIFE-SAVING CHILD SURGERIES | $5,000 | |
| GIRL SCOUTS OF NASSAU COUNTY | |||||||
| 110 RING ROAD W | PORT WASHINGTON | NY | 11530 | PC | HELP FUN DOG OBSTACLE COURSE, GENERAL PROGRAMS | $5,000 | |
| GRASSROOTS ENVIRONMENTAL | |||||||
| 52 MAIN ST | PORT WASHINGTON | NY | 11050 | PC | SUPPORT ENVIRONMENTAL EDUCATION PROGRAMS | $5,000 | |
| GROWING LOVE COMMUNITY GARDEN | |||||||
| PO BOX 1656 | PORT WASHINGTON | NY | 11050 | PC | HELP FUND A COMMUNITY GARDEN IN MANORHAVEN NATURE PRESERVE | $25,000 | |
| GUGGENHEIM HSA INC | |||||||
| 38 POPLAR PL | PORT WASHINGTON | NY | 11050 | PC | SUPPORT VARIOUS SCHOOL FUNDRAISERS, PROGRAMS | $5,000 | |
| HAVE A HEART ADOPT A PET FOUNDATION | |||||||
| 155 LUQUER RD | PORT WASHINGTON | NY | 11050 | PC | SUPPORT EFFORTS TO GET SHELTER PETS ADOPTED | $10,000 | |
| HELEN KELLER NATIONAL CENTER | |||||||
| 141 MIDDLE NECK RD | SANDS POINT | NY | 11050 | PC | SUPPORT EVENTS AND PROGRAMMING | $50,000 | |
| HELPING ENRICH THE ARTS | |||||||
| PO BOX 1192 | PORT WASHINGTON | NY | 11050 | PC | SPONSOR HEARTS PROGRAMMING | $30,000 | |
| HELPING TO HEAL | |||||||
| 52 MAIN ST | PORT WASHINGTON | NY | 11050 | PC | PROVIDE FUNDING TO REPRINT BOOKS FOR ILL CHILDREN IN HOSPITALS | $10,000 | |
| INJURED MARINE SEMPER FI | |||||||
| 825 COLLEGE BLVD STE102 PMB 609 | OCEANSIDE | CA | 92057 | PC | AID THE SEMOER FI FUND`S EFFORTS | $5,000 | |
| INTERFAITH NUTRITION NETWORK INC | |||||||
| 211 FULTON AVENUE | HEMPSTEAD | NY | 11550 | PC | FUNDING FOR FIGHTING HUNGER AND HOMELESSNESS ON LONG ISLAND. | $50,000 | |
| JOHN PHILIP SOUSA MEMORIAL BANDSHELL | |||||||
| PO BOX 1461 | PORT WASHINGTON | NY | 11050 | PC | SUPPORT PROGRAMS AND MAINTENANCE FOR BANDSHELL | $5,000 | |
| KIWANAS INT'L OF | |||||||
| 128 SOUNDVIEW DR | PORT WASHINGTON | NY | 11050 | PC | ASSIST KIWANIS ANNUAL FUNDRAISING | $25,000 | |
| KIWANIS CLUB OF MANHASSET | |||||||
| 100 HARBORVIEW DR 417 | PORT WASHINGTON | NY | 11050 | PC | ASSIST WITH SCHOLARSHIPS, OTHER FUNDRAISING EFFORTS | $10,000 | |
| KNIGHTS OF COLUMBUS PORT WASHINGTON | |||||||
| 155 MANORHAVEN BLVD | PORT WASHINGTON | NY | 11050 | PC | SUPPORTS VARIOUS INITIATIVES AND ACTIVITIES | $12,500 | |
| LAFAYETTE COLLEGE | |||||||
| PO BOX 1461 | PORT WASHINGTON | NY | 11050 | PC | HELP SUPPORT COLLEGE | $5,000 | |
| LANDMARK ON MAIN STREET | |||||||
| 232 MAIN ST | PORT WASHINGTON | NY | 11050 | PC | HELP SPONSOR 20201-2021 SEASON AND NAMING RIGHTS | $35,000 | |
| LAURI STRAUSS LEUKEMIA FOUNDATION | |||||||
| 382 MAIN ST | PORT WASHINGTON | NY | 11050 | PC | SPONSOR LSLF BIKE TOUR | $15,000 | |
| LEUKAMIA & LYMPHOMA SOCIETY | |||||||
| DONOR SERVICES PO BOX 98018 | WASHINGTON | DC | 20090 | PC | SUPPORT FUNDRAISING EFFORTS | $10,000 | |
| LIONS CLUB OF PORT WASHINGTON | |||||||
| PO BOX 169 | PORT WASHINGTON | NY | 11050 | PC | SUPPORT FUNDRAISING EFFORTS | $10,000 | |
| LONG ISLAND ALZHEIMER'S AND DEMENTIA CENTER | |||||||
| 1025 OLD CNTRY RD STE 115 | WESTBURY | NY | 11590 | PC | SUPPORT FUNDRAISING EFFORTS. | $2,000 | |
| LUCERNA FUND | |||||||
| 85 CHANNEL DRIVE | PORT WASHINGTON | NY | 11050 | PC | HELP FUND CONVERSION OF PRINTED MAGAZINES TO AUDIO FOR THE VISUALLY IMPARED | $10,000 | |
| LUTHERAN CHURCH OF OUR SAVIOR | |||||||
| 12 FRANKLIN AVE | PORT WASHINGTON | NY | 11050 | PC | SUPPORT CHURCH'S OUTREACH PROGRAM TO THE LESS FORTUNATE | $10,000 | |
| MANORHAVEN PTA | |||||||
| 46 MOREWOOD OAKS | PORT WASHINGTON | NY | 11050 | PC | HELP FUND SCHOOL'S NEW PLAYGROUND | $5,000 | |
| MOUNT OLIVE AFRICAN-METHODIST EPISCOPAL | |||||||
| 20 MACKEY AVE | PORT WASHINGTON | NY | 11050 | PC | HELP FUND IMPROVEMENTS TO CHURCH BUILDING, PROGRAMS | $10,000 | |
| NASSAU BOCES EDUCATIONAL | |||||||
| 144 BALLAIRE RD | MASSAPEQUA | NY | 11758 | PC | SUPPORT ED FOUNDATION PROGRAMMING | $10,000 | |
| NASSAU COUNTY MUSEUM OF ART | |||||||
| ONE MUSEUM DRIVE | ROSLYN HARBOR | NY | 11576 | PC | SUPPORT MUSEUM ACTIVITIES | $5,000 | |
| NATIVE GREENWAY CORPORATI | |||||||
| PO BOX 788 | PORT WASHINGTON | NY | 11050 | PC | HELP FUND PLANTINGS, OTHER WORK IN NATIVE GARDEN | $10,000 | |
| NORTH SHORE CHILD & FAMILY GUIDANCE CENTRE | |||||||
| 480 OLD WESTBURY ROAD | ROSLYN HEIGHTS | NY | 11577 | PC | FUNDING TO SUPPORT CHILDREN'S MENTAL HEALTH ON LONG ISLAND. | $10,000 | |
| NORTHWELL HEALTH FOUNDATION | |||||||
| 125 COMMUNITY DR | GREAT NECK | NY | 11021 | PC | FUND HOSPITAL HELIPAD / & OTHER PROGRAMS | $492,000 | |
| OUR LADY OF FATIMA CHURCH | |||||||
| 6 COTTONWOOD RD | PORT WASHINGTON | NY | 11050 | PC | HELP WITH PROGRAMMING, MAINTENANCE OF CHURCH | $15,000 | |
| OUR LADY OF FATIMA OUTREACH | |||||||
| 6 COTTONWOOD RD | PORT WASHINGTON | NY | 11050 | PC | HELP SUPPORT OUTREACH EFFORTS TO THE UNDERSERVED | $30,000 | |
| PARENT RESOURCE CENTER | |||||||
| 232 MAIN ST | PORT WASHINGTON | NY | 11050 | PC | GENERAL SUPPORT AND GALA SPONSORSHIP | $50,000 | |
| PENN MEDICINE DEVELOPMENT | |||||||
| 3535 MARKET STREET | PHILADELPHIA | PA | 19130 | PC | CONTRIBUTIONS FOR UNIVERSITY OF PENNSYLVANIA, SCHOOL OF MEDICINE ACTIVITIES ON BEHALF OF DR. GOLDBERG AN DR. ALBERT DIMEO | $30,000 | |
| PLANT A ROW FOR THE HUNGRY | |||||||
| 280 SWAN CT | MANHASSET | NY | 11030 | PC | SUPPORT EFFORTS TO GROW PRODUCE FOR FOOD PANTRIES | $10,000 | |
| POLICE ATHLETIC LEAGUE | |||||||
| 325 MAIN ST | PORT WASHINGTON | NY | 11050 | PC | SUPPORT SPORTS PROGRAMS FOR CHILDREN | $40,000 | |
| POLICE UNITY TOUR CHAPTER | |||||||
| 9 HALLOCK MEADOW DR | STONYBROOK | NY | 11790 | PC | SUPPORT POLICE CHAPTER'S INITIATIVES | $20,000 | |
| POLISH AMERICAN CITIZENS | |||||||
| 5 PULASKI PL | PORT WASHINGTON | NY | 11050 | PC | SUPPORT ONGOING PROGRAMS AND EFFORTS | $12,500 | |
| PORT JEWISH CENTER | |||||||
| 20 MANORHAVEN BLVD | PORT WASHINGTON | NY | 11050 | PC | SUPPORT FUNDRAISING EFFORTS | $10,000 | |
| PORT SUMMER SHOW INC | |||||||
| PO BOX 811 | PORT WASHINGTON | NY | 11050 | PC | SPONSOR ANNUAL TEEN PERFORMANCE | $10,000 | |
| PORT WASHINGTON CHILDREN'S CENTER | |||||||
| 232 MAIN ST | PORT WASHINGTON | NY | 11050 | PC | GENERAL SUPPORT | $50,000 | |
| PORT WASHINGTON FIRE DEPT | |||||||
| 423 PORT WASHINGTON BLVD | PORT WASHINGTON | NY | 11050 | PC | PURCHASE AN AMBULANCE AND SUPPORT SCHOLARSHIP FUND FOR CHILDREN OF FIREFIGHTERS. | $90,000 | |
| PORT WASHINGTON LIBRARY FOUNDATION | |||||||
| 1 LIBRARY DR | PORT WASHINGTON | NY | 11050 | PC | SPONSOR 2020 ANNUAL (VIRTUAL) GALA, ON BEHALF OF MICHAEL DEJANA, AND COVID-19 ASSISTANCE FOR FAMILIES WITH NO WIFI. | $17,000 | |
| PORT WASHINGTON POLICE BENEVOLENT ASSN | |||||||
| 500 PORT WASHINGTON BLVD | PORT WASHINGTON | NY | 11050 | PC | SUPPORT POLICE FAMILIES HOLIDAY PARTY, OTHER INITIATIVES | $25,000 | |
| PORT WASHINGTON SENIOR CENTER | |||||||
| 80 MANORHAVEN BLVD | PORT WASHINGTON | NY | 11050 | PC | SUPPORT PROGRAMMING | $35,000 | |
| PORT WASHINGTON SEPTA | |||||||
| 90 AVENUE C | PORT WASHINGTON | NY | 11050 | PC | FUNSING TO SUPPORT PORT WASHINGTON'S GREATER AWARENESS OF INDIVIDUAL LEARNING STYLES OF STUDENTS WITH IEPS, 504S, AND THOSE RECEIVING BUILDING LEVEL SUPPORTS. | $5,000 | |
| PORT WASHINGTON TWIN PINES CONSUMERS | |||||||
| 382 MAIN ST | PORT WASHINGTON | NY | 11050 | PC | FUNDING FOR NOT FOR PROFIT THRIFT SHOPS. | $7,500 | |
| PORT WASHINGTON UNION FREE SCHOOL DISTRICT | |||||||
| 101 CAMPUS DR | PORT WASHINGTON | NY | 11050 | PC | SCHOLARSHIP | $40,000 | |
| PORT WASHINGTON YOUTH ACTIVITIES | |||||||
| PO BOX 69 | PORT WASHINGTON | NY | 11050 | PC | SUPPORTS SPORTS PROGRAMS, AND OUTREACH TUITIONS, SIGNAGE AND BANNER | $40,000 | |
| PORT WASHINGTON-MANHASSET OEM | |||||||
| 130 SHORE ROAD SUITE 124 | PORT WASHINGTON | NY | 11050 | PC | FUNDING FOR EMERGENCY MANAGEMENT | $2,500 | |
| PROJECT HELP LONG ISLAND | |||||||
| 123 THIRD STREET | MINEOLA | NY | 11050 | PC | SUPPORT DRUG/HARMFUL ADDICTIONS SEMINARS | $10,000 | |
| RESIDENTS FORWARD PORT WASHINGTON | |||||||
| 382 MAIN ST | PORT WASHINGTON | NY | 11050 | PC | FUNDS VARIOUS EDUCATION EVENTS | $35,000 | |
| SANDS POINT POLICE PBA | |||||||
| PO BOX 704 | PORT WASHINGTON | NY | 11050 | PC | SUPPORT VARIOUS PBA ACTIVITIES | $2,500 | |
| SANDS POINT PRESERVE CONSERVANCY | |||||||
| 95 MIDDLE NECK ROAD | PORT WASHINGTON | NY | 11050 | PC | FUNDING FOR ACTIVITIES. | $30,000 | |
| SCHREIBER HSA INC | |||||||
| 101 CAMPUS DRIVE | PORT WASHINGTON | NY | 11050 | PC | THE GAMBOL 2021 | $15,000 | |
| SCIENCE MUSEUM OF LONG ISLAND | |||||||
| 1526 PLANDOME RD | PORT WASHINGTON | NY | 11050 | PC | OUTDOOR CLASSROOM | $10,000 | |
| SHINING STUDIOS ORGANIZATION INC | |||||||
| 18 HAVEN AVENUE | PORT WASHINGTON | NY | 11050 | PC | 2020 GALA SPONSOR | $10,000 | |
| SHLOFMITZ HEART FOUNDATION | |||||||
| 50 JERICHO QUADRANGLE NO 220 | JERICHO | NY | 11753 | PC | FUNDING TO SUPPORT FOUNDATION ACTIVITIES, ON BEHALF OF DR. GOLDBERG | $20,000 | |
| SONS OF ITALY FOUNDATION | |||||||
| 2 NESAQUAKE AVE | PORT WASHINGTON | NY | 11050 | PC | SPONSOR ITALIAN NIGHT AND 2020 GALA SPONSOR | $20,000 | |
| SOUSA ELEMENTARY SCHOOL | |||||||
| 101 SANDS POINT RD | PORT WASHINGTON | NY | 11050 | PC | SPONSOR PROGRAM, REUSABLE BAGS FOR ENVIRO EVENT | $5,000 | |
| SOUSA SALEM ELEMENTARY SCHOOL - HSA | |||||||
| 10 NEWBURY ROAD | PORT WASHINGTON | NY | 11050 | PC | SPONSOR ACTIVITIES. | $5,000 | |
| SPECIAL OLYMPICS NEW YORK | |||||||
| 560 BROADHOLLOW RD STE 106 | MELVILLE | NY | 11747 | PC | SPONSOR ANNUAL POLAR PLUNGE 3/7/20 | $2,500 | |
| SPECTRUM DESIGNS | |||||||
| 366 MAIN ST | PORT WASHINGTON | NY | 11050 | PC | GENERAL SUPPORT FOR PROGRAMMING, SPONSOR FUNDRAISER | $13,500 | |
| SPIRIT OF JOY LUTHERAN CHURCH | |||||||
| 1801 ROUSE RD | ORLANDO | FL | 32717 | PC | SUPPORT CHURCH PROGRAMS | $10,000 | |
| ST AIDAN SCHOOL | |||||||
| 51 WILLIS AVE | WILLISTON PARK | NY | 11596 | PC | GENERAL SUPPORT FOR EDUCATION (CATHOLIC) | $5,000 | |
| ST JUDE CHILDREN HOSPITAL | |||||||
| 501 ST JUDE PL | MEMPHIS | TN | 38105 | PC | SUPPORT HOSPITAL'S INITIATIVES | $2,500 | |
| ST PAUL'S EPISCOPAL CHURCH | |||||||
| PO BOX 1133 | WELLS | VT | 05774 | PC | SUPPORT CHURCH PROGRAMS | $10,000 | |
| ST PETER OF ALCANTARA | |||||||
| 1321 PORT WASHINGTON BLVD | PORT WASHINGTON | NY | 11050 | PC | SUPPORT CHURCH PROGRAMS | $21,500 | |
| ST STEPHEN'S CHURCH | |||||||
| 9 CARLTON AVE | PORT WASHINGTON | NY | 11050 | PC | SUPPORT CHURCH PROGRAMS | $10,000 | |
| ST JOHNS BREAD & LIFE PROGRAM INC | |||||||
| PO BOX 211118 | BROOKLYN | NY | 11221 | PC | FUNDING TO PROVIDE MEALS, SOCIAL SERVICES, AND SPIRITUAL CARE, ON BEHALF OF ROBERT MORAN | $2,500 | |
| ST JOHNS UNIVERSITY | |||||||
| 8000 UTOPIA PARKWAY | QUEENS | NY | 11439 | PC | SUPPORT UNIVERSITY ACTIVITIES, ON BEHALF OF ROBERT MORAN | $2,500 | |
| THE ART GUILD | |||||||
| 200 PORT WASHINGTON BLVD | MANHASSET | NY | 11030 | PC | SUPPORT NEW ART BARN & FUND WORKSHOPS FOR SPECIAL NEEDS STUDENTS | $20,000 | |
| THE ED FOUNDATION | |||||||
| PO BOX 909 | PORT WASHINGTON | NY | 11050 | PC | SPONSOR FUNDRAISING EVENTS & SCHOOL PROGRAMS, COMMUNITY EVENT & COOKING CLASSES | $26,000 | |
| THE MICHAEL J FOX FOUNDATION FOR PARKINSON | |||||||
| PO BOX 4777 | NEW YORK | NY | 10017 | PC | FUNDING FOR PARKINSONS RESEARCH, IN MEMORY OF MATTHEW F. REDDAN | $2,500 | |
| TOURNIQUET INC | |||||||
| PO BOX 333 WHITESTONE STATION | FLUSHING | NY | 11357 | PC | FUND SERVICES FOR ABANDONED PETS | $1,000 | |
| VETERANS OF FOREIGN WAR | |||||||
| 29 MOHEGAN AVE | PORT WASHINGTON | NY | 11050 | PC | SUPPORTS INTIATIVES VFW OFFERS ITS MEMBERS | $50,000 | |
| VIKING SPORTS FOUNDATION | |||||||
| PO BOX 1555 | PORT WASHINGTON | NY | 11050 | PC | SUPPORTS GIRLS VARSITY TRACK ($5K) GIRLS CHEERLEADING ($2.5K) SOFTBALL ($10K), WRESTINLING ($5K)... | $50,000 | |
| WEBER MIDDLE SCHOOL HSA | |||||||
| 52 CAMPUS DRIVE | PORT WASHINGTON | NY | 11050 | PC | FUNDING FOR ACTIVITIES. | $5,000 | |
| WHITESTONE ACADEMY | |||||||
| 150-34 12TH AVE | WHITESTONE | NY | 11357 | PC | HELP FUND RENOVATIONS TO SCHOOL'S STEM LAB | $35,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,133,500 | 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 | $86 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $831,632 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,681,628 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,513,346 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,513,346 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $17,500 | Amt |
| Net Investment Income | $8,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FACEBOOK INC COM CL A | $998,680 | $1,557,012 |
| INVESCO QQQ TR UNIT SER 1 ETF | $9,304,909 | $24,524,503 |
| ISHARES MSCI EAFE ETF | $1,118,298 | $1,345,495 |
| ISHARES RUS 2000 VAL ETF | $1,218,447 | $2,075,792 |
| SPDR DOW JONES INDUSTRIAL AVE UT SER 1 ETF | $8,016,502 | $11,335,737 |
| SPDR S&P 500 TR UNIT ETF | $9,389,574 | $15,996,128 |
| SPDR SERIES TRUST PRTFLO S&P500 GW ETF | $601,730 | $2,089,038 |
| SPDR SERIES TRUST PRTFLO S&P500 VL ETF | $571,201 | $1,106,610 |
| VANGUARD WORLD FUNDS CONSUM DIS ETF | $597,315 | $2,396,061 |
| VANGUARD WORLD FUNDS INF TECH ETF | $577,642 | $2,904,448 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $12,292 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,292 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $52,320 | BOYBookValueAmt |
| EOY Book Value | $41,238 | EOYBookValueAmt |
| EOYFMV | $41,238 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NEW YORK ANNUAL FILING FEES | $1,500 | $0 | $1,500 |
| OTHER PROFESSIONAL | $47,462 | $0 | $47,462 |
| BANK FEES | $240 | $240 | $0 |
| PUBLIC RELATIONS | $20,363 | $0 | $20,363 |
| MEALS & ENTERTAINMENT | $217 | $0 | $217 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GRANTS ADMIN CONSULTANTS | CategoryTxt |
| Amt | $119,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $119,000 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $33,047 | $0 | $0 |
| FOREIGN WITHHOLDING TAXES | $2,050 | $2,050 | $0 |
Comments