JEANINE HELLER FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JEANINE HELLER FOUNDATION INC (EIN 81-0691564)
- Tax period
- 2019-10-01 to 2020-09-30
- Filed
- 2021-10-04
- IRS object ID
- 202122779349100412
- Schema version
- 2019v5.2
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-04T11:26:29-05:00 | ReturnTs |
| Tax Period End | 2020-09-30 | 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 | 2019-10-01 | 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 | 2021-10-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM A VOGEL | PreparerPersonNm |
| PTIN | P00209076 | PTIN |
| Phone | 5164835800 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $6,800,652 | 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 | $4,899,930 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $34 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $34 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $29,970 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,970 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $709 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $189,161 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $63,407 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,930,643 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $93,411 | 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 | $213 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $213 | LegalFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $474 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $474 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $687 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $687 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $143,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $143,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $144,187 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $144,187 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,786,456 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $93,411 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $256,798 | CashBOYAmt |
| Cash EOY | $248,611 | CashEOYAmt |
| Cash EOYFMV | $248,611 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $185,178 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $185,178 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,609,465 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,366,863 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $256,798 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,043,254 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,800,652 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $256,798 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,043,254 | 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 | $256,798 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,043,254 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $256,798 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,043,254 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $256,798 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,786,456 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,043,254 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,043,254 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 264 APPLE INC | D | 2017-05-02 | 2020-02-06 | $85,183 | $38,931 | $46,252 | $46,252 |
| 511 INVESCO VARIABLE RATE | D | 2017-05-02 | 2020-02-05 | $13,296 | $13,301 | -$5 | -$5 |
| 177 ISHARES COMMODITIES | D | 2017-05-02 | 2020-02-05 | $5,335 | $5,372 | -$37 | -$37 |
| 132 ISHARES IBOX HIGH YIELD | D | 2017-05-02 | 2020-02-05 | $11,600 | $11,594 | $6 | $6 |
| 309 MERCK & CO | P | 2017-05-02 | 2020-02-07 | $26,543 | $19,398 | $7,145 | $7,145 |
| 500 MERCK & CO | P | 2017-05-02 | 2020-02-12 | $41,593 | $31,388 | $10,205 | $10,205 |
| 36 NOKIA CORP F | P | 2017-05-02 | 2020-02-05 | $144 | $210 | -$66 | -$66 |
| 55 PIMCO 0-5 YR HIGH YIELD | P | 2017-05-02 | 2020-02-05 | $5,467 | $5,560 | -$93 | -$93 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $63,407 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $51,089 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $275,945 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.185142 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $12,173 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $309,485 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.039333 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $35,850 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $298,980 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.119908 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,544 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $181,719 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.008497 | DistributionYr4Rt |
| Total Distribution | 0.352880 | TotalDistributionRt |
| Average Distribution | 0.088220 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,717,961 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $327,999 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $934 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $328,933 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $144,187 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,868 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,868 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,868 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $12,819 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $12,819 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $35 | EsPenaltyAmt |
| Overpayment | $10,916 | OverpaymentAmt |
| Applied To ES Tax | $10,916 | 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 | $3,317,092 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $457,488 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,774,580 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,774,580 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $56,619 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,717,961 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $185,898 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $185,898 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,868 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,868 | TotalTaxAmt |
| Distributable Before Adj | $184,030 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $184,030 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $184,030 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $144,187 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $144,187 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $144,187 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $184,030 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $11,963 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $37,292 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $49,255 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $144,187 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $144,187 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $39,843 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $39,843 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,412 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,412 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $9,412 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SOURP HAGOP ARMENIAN CHURCH | ||||||||||||
| 3401 OLIVAR-ASSELIN | MONTREAL | ONTARIO | CA | H4J1L5 | NONE | PC | GENERAL SUPPORT | $20,000 | ||||
| MARTIN LUTHER CAMP CORPORATION-KOINONIA | ||||||||||||
| NONE | 501(C)(3) | GENERAL SUPPORT | $2,500 | 165 LAKEVIEW DRIVE ROAD | HIGHLAND LAKE | NY | 12743 | |||||
| ST ANDREWS EVANGELICAL LUTHERAN CHURCH | ||||||||||||
| NONE | 501(C)(3) | GENERAL SUPPORT | $7,500 | 54 NASSAU BOULEVARD | WEST HEMPSTEAD | NY | 11552 | |||||
| THE COMMUNITY CHURCH OF GARDEN CITY | ||||||||||||
| NONE | 501(C)(3) | GENERAL SUPPORT | $5,000 | PO BOX 1809 | GARDEN CITY | NY | 11530 | |||||
| PLANNED PARENTHOOD | ||||||||||||
| NONE | 501(C)(3) | GENERAL SUPPORT | $4,000 | 540 HILTON AVENUE | HEMPSTEAD | NY | 11550 | |||||
| HAPPY CAT INC-HAPPY CAT SANCTUARY | ||||||||||||
| NONE | 501(C)(3) | GENERAL SUPPORT | $2,500 | PO BOX 688 | CORAM | NY | 11727 | |||||
| LI COUNCIL OF CHURCHES | ||||||||||||
| NONE | 501(C)(3) | TO SUPPORT FREEPORT FOOD BANK | $35,000 | 230 HANSE AVENUE | FREEPORT | NY | 11520 | |||||
| RACE TRACK CHAPLAINCY-NY DIVISION | ||||||||||||
| NONE | 501(C)(3) | SUPPORT FOOD PANTRY | $7,500 | PO BOX 37191 | ELMONT | NY | 11003 | |||||
| INTERNATIONAL RESUCE COMMITTEE | ||||||||||||
| NONE | 501(C)(3) | GENERAL SUPPORT | $7,500 | 263 WEST 38TH STREET 6TH FL | NEW YORK | NY | 10018 | |||||
| NYU LANGONE WINTHROP HOSPITAL | ||||||||||||
| NONE | 501(C)(3) | TO SUPPORT FRONT LINE CAREGIVERS | $50,000 | 200 OLD COUNTRY ROAD STE 570 | MINEOLA | NY | 11501 | |||||
| WEST HEMPSTEAD HIGH SCHOOL | ||||||||||||
| NONE | 501(C)(3) | TO SUPPORT FOOD PANTRY | $1,000 | 400 NASSAU BLVD | WEST HEMPSTEAD | NY | 11552 | |||||
| THE INN | ||||||||||||
| NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 | 211 FULTON AVENUE | HEMPSTEAD | NY | 11550 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $143,500 | 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 | $34 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,970 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $709 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $30,713 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $30,713 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| ESTATE OF JEANINE HELLER | |||||||
| 1 | 256 HAMILTON AVENUE | WEST HEMPSTEAD | NY | 11552 | $536,000 | Yes (X) | |
| ESTATE OF JEANINE HELLER | |||||||
| 2 | 256 HAMILTON AVENUE | WEST HEMPSTEAD | NY | 11552 | $4,363,930 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITES-SCHEDULE AVAILABLE UPON REQUEST | NoncashPropertyDesc |
| Fair Market Value | $4,363,930 | FairMarketValueAmt |
| Received | 2020-01-31 | ReceivedDt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EFILING REQUIREMENT AND RESUBMISSION OF RETURN | IdentifierTxt |
| Form And Line Reference | FORM 990PF | FormAndLineReferenceDesc |
| Medium Explanation | THIS RETURN WAS PAPER FILIED ON AUGUST 12TH AS A RESULT OF A PROGRAM DIAGNOSTIC THAT INDICATED THE RETURN WAS DISQUALIFIED FROM EFILING DUE TO THE FACT THAT PDF FILESWERE NOT ABLE TO BE ATTACHED TO THE RETURN IN SUPPORT OF ENTRIES ON THE RETURN.THE SUPPLEMENTAL INFORMATION WAS A LISTING OF SECURITIES DONATED TO THE FOUNDATIONAS WELL AS THE DETAILS OF ASSETS HELD BY THE FOUNDATION AT A BROKERAGE ACCOUNT.AS A RESULT OF THE REJECTION, WE BELIEVED WE COULD PAPER FILE THE RETURN AND ATTACH THE NECESSARY INFORMATION.WE HAVE NOW MANUALLY ENTERED THE NECESSARY INFORMATION AND ARE RESUBMITTING THE RETURN ELECTRONICALLY BUT ARE REQUESTING THAT THE RETURN BE ACCEPTED AS TIMELY FILED GIVEN THE MISUNDERSTANDING WITH RESPECT TO THE REJECTION DIAGNOSTIC.FINALLY, UPON EXAMINING THE 990PF UPON IT BEING REJECTED I SAW THAT ALTHOUGH I SIGNED THE RETURN AS PREPARER, I FAILED TO SIGN THE RETURN AS OFFICER OF THE FOUNDATION. THIS WASCLEARLY AN INADVERTANT ERROR SINCE I SIGNED THE PREPARER LINE. ACCORDINLGY, I WOULD HOPE THAT YOU WOULD FORGIVE THIS ACCIDENTAL OMMISSION. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 100 ALPHABET INC CL A | $143,477 | $146,560 |
| 100 ALPHABET INC CL C | $143,477 | $146,960 |
| AMAZON.COM INC | $930,293 | $1,416,929 |
| APPLE INC | $2,234,380 | $3,289,004 |
| CATERPILLAR INC | $55,280 | $59,660 |
| CIGNA CORP | $21,110 | $18,466 |
| JOHNSON & JOHNSON | $149,040 | $148,880 |
| MERCK & CO INC | $128,621 | $124,425 |
| NVIDIA | $133,530 | $324,732 |
| WALT DISNEY CO | $55,867 | $49,632 |
| INVESCO QQQ TRUST | $44,125 | $55,568 |
| INVESCO S&P 500 LOW | $15,025 | $13,410 |
| ISHARES CURRENCY HEDGED MSCI GER | $21,683 | $21,043 |
| ISHARES GOLD EFT | $20,473 | $24,287 |
| ISHARES IBOXX INVT GRADE | $32,087 | $33,004 |
| ISHARES JP MORGAN USD | $37,397 | $35,817 |
| ISHARES MSCI EAF MIN VOL | $13,243 | $12,127 |
| ISHARES MSCI USA QUALITY | $52,453 | $51,870 |
| ISHARES RUSSELL 2000 | $5,949 | $5,542 |
| ISHARES TIPS BOND ETF | $53,245 | $56,672 |
| ISHARES 20+ YEAR | $13,118 | $14,693 |
| ISHARES 7-10 YEAR | $27,677 | $29,602 |
| PIMCO ENHANCED SHRT | $34,554 | $34,564 |
| VANGUARD FTSE DEVELOPED | $55,824 | $53,334 |
| VANGUARD FTSE EMERGING MARK ETF | $55,277 | $57,120 |
| VANGUARD FTSE EUROPE | $19,808 | $18,246 |
| VANGUARD INTERMEDIATE TERM CO E | $19,937 | $20,501 |
| VANGUARD S&P GROWTH ETF IV | $92,515 | $104,215 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FARRELL FRITZ | CategoryTxt |
| Legal Fees | $213 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $213 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LAW JOURNAL NOTICE | $160 | $0 | $160 |
| NYS FILING FEE | $100 | $0 | $100 |
| OFFICE SUPPLIES | $199 | $0 | $199 |
| WIRE FEES | $15 | $0 | $15 |
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