2021-10-04T11:26:29-05:00 2020-09-30 270120069 COOPERSMITH SIMON & VOGEL PC 50 CHARLES LINDBERGH BLVD STE 605 UNIONDALE NY 11553 990PF 2019-10-01 810691564 THE JEANINE HELLER FOUNDATION INC C/O WILLIAM A VOGEL JEAN 5164835800 256 HAMILTON AVENUE WEST HEMPSTEAD NY 11552 WILLIAM A VOGEL PRESIDENT 5164835800 2021-10-04 1 WILLIAM A VOGEL P00209076 5164835800 2019 2022-09-23 18:48:47Z X 6800652 X 4899930 34 34 29970 29970 709 189161 63407 4930643 93411 0 0 0 213 0 213 474 0 474 687 0 687 143500 143500 144187 0 144187 4786456 93411 256798 248611 248611 185178 185178 0 4609465 6366863 256798 5043254 6800652 0 0 X 256798 5043254 0 0 0 0 256798 5043254 256798 5043254 256798 4786456 0 5043254 0 5043254 264 APPLE INC D 2017-05-02 2020-02-06 85183 38931 46252 46252 511 INVESCO VARIABLE RATE D 2017-05-02 2020-02-05 13296 13301 -5 -5 177 ISHARES COMMODITIES D 2017-05-02 2020-02-05 5335 5372 -37 -37 132 ISHARES IBOX HIGH YIELD D 2017-05-02 2020-02-05 11600 11594 6 6 309 MERCK & CO P 2017-05-02 2020-02-07 26543 19398 7145 7145 500 MERCK & CO P 2017-05-02 2020-02-12 41593 31388 10205 10205 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 5467 5560 -93 -93 63407 0 51089 275945 0.185142 12173 309485 0.039333 35850 298980 0.119908 1544 181719 0.008497 0.352880 0.088220 3717961 327999 934 328933 144187 1868 0 1868 0 1868 0 12819 0 12819 X 35 10916 10916 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A WILLIAM A VOGEL CO CSV PC 5164835800 50 CHAS LINDBERGH BLVD SUITE 605 UNIONDALE NY 11553 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 3317092 457488 0 3774580 0 0 3774580 56619 3717961 185898 185898 1868 1868 184030 0 184030 0 184030 144187 0 144187 0 144187 184030 0 0 11963 37292 49255 144187 0 0 0 144187 0 39843 39843 9412 0 0 0 0 0 0 0 9412 9412 X SOURP HAGOP ARMENIAN CHURCH 3401 OLIVAR-ASSELIN MONTREAL ONTARIO CA H4J1L5 NONE PC GENERAL SUPPORT 20000 MARTIN LUTHER CAMP CORPORATION-KOINONIA 165 LAKEVIEW DRIVE ROAD HIGHLAND LAKE NY 12743 NONE 501(C)(3) GENERAL SUPPORT 2500 ST ANDREWS EVANGELICAL LUTHERAN CHURCH 54 NASSAU BOULEVARD WEST HEMPSTEAD NY 11552 NONE 501(C)(3) GENERAL SUPPORT 7500 THE COMMUNITY CHURCH OF GARDEN CITY PO BOX 1809 GARDEN CITY NY 11530 NONE 501(C)(3) GENERAL SUPPORT 5000 PLANNED PARENTHOOD 540 HILTON AVENUE HEMPSTEAD NY 11550 NONE 501(C)(3) GENERAL SUPPORT 4000 HAPPY CAT INC-HAPPY CAT SANCTUARY PO BOX 688 CORAM NY 11727 NONE 501(C)(3) GENERAL SUPPORT 2500 LI COUNCIL OF CHURCHES 230 HANSE AVENUE FREEPORT NY 11520 NONE 501(C)(3) TO SUPPORT FREEPORT FOOD BANK 35000 RACE TRACK CHAPLAINCY-NY DIVISION PO BOX 37191 ELMONT NY 11003 NONE 501(C)(3) SUPPORT FOOD PANTRY 7500 INTERNATIONAL RESUCE COMMITTEE 263 WEST 38TH STREET 6TH FL NEW YORK NY 10018 NONE 501(C)(3) GENERAL SUPPORT 7500 NYU LANGONE WINTHROP HOSPITAL 200 OLD COUNTRY ROAD STE 570 MINEOLA NY 11501 NONE 501(C)(3) TO SUPPORT FRONT LINE CAREGIVERS 50000 WEST HEMPSTEAD HIGH SCHOOL 400 NASSAU BLVD WEST HEMPSTEAD NY 11552 NONE 501(C)(3) TO SUPPORT FOOD PANTRY 1000 THE INN 211 FULTON AVENUE HEMPSTEAD NY 11550 NONE 501(C)(3) GENERAL SUPPORT 1000 143500 0 14 34 14 29970 18 709 0 30713 0 30713 0 0 0 0 0 0 0 0 0 0 X X 1 ESTATE OF JEANINE HELLER 256 HAMILTON AVENUE WEST HEMPSTEAD NY 11552 536000 X 2 ESTATE OF JEANINE HELLER 256 HAMILTON AVENUE WEST HEMPSTEAD NY 11552 4363930 X 2 PUBLICLY TRADED SECURITES-SCHEDULE AVAILABLE UPON REQUEST 4363930 2020-01-31 EFILING REQUIREMENT AND RESUBMISSION OF RETURN FORM 990PF 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. 100 ALPHABET INC CL A 143477 146560 100 ALPHABET INC CL C 143477 146960 AMAZON.COM INC 930293 1416929 APPLE INC 2234380 3289004 CATERPILLAR INC 55280 59660 CIGNA CORP 21110 18466 JOHNSON & JOHNSON 149040 148880 MERCK & CO INC 128621 124425 NVIDIA 133530 324732 WALT DISNEY CO 55867 49632 INVESCO QQQ TRUST 44125 55568 INVESCO S&P 500 LOW 15025 13410 ISHARES CURRENCY HEDGED MSCI GER 21683 21043 ISHARES GOLD EFT 20473 24287 ISHARES IBOXX INVT GRADE 32087 33004 ISHARES JP MORGAN USD 37397 35817 ISHARES MSCI EAF MIN VOL 13243 12127 ISHARES MSCI USA QUALITY 52453 51870 ISHARES RUSSELL 2000 5949 5542 ISHARES TIPS BOND ETF 53245 56672 ISHARES 20+ YEAR 13118 14693 ISHARES 7-10 YEAR 27677 29602 PIMCO ENHANCED SHRT 34554 34564 VANGUARD FTSE DEVELOPED 55824 53334 VANGUARD FTSE EMERGING MARK ETF 55277 57120 VANGUARD FTSE EUROPE 19808 18246 VANGUARD INTERMEDIATE TERM CO E 19937 20501 VANGUARD S&P GROWTH ETF IV 92515 104215 FARRELL FRITZ 213 0 213 LAW JOURNAL NOTICE 160 0 160 NYS FILING FEE 100 0 100 OFFICE SUPPLIES 199 0 199 WIRE FEES 15 0 15