BETA

PETER AND JERI DEJANA FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
PETER AND JERI DEJANA FAMILY FOUNDATION (EIN 27-6985468)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-15
IRS object ID
201933199349105713
Schema version
2018v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-11-15T13:31:49-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN111558868PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MARGOLIN WINER & EVENS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1400 GARDEN CITY PLAZAAddressLine1Txt
CityGARDEN CITYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP115303323ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN276985468EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE PETER AND JERI DEJANA FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATION C/O PETER DEJANABusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPETEBusinessNameControlTxt
Phone5164909349PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line130 SAGAMORE HILL DRIVEAddressLine1Txt
CityPORT WASHINGTONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11050ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPETER DEJANAPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5164909349PhoneNum
Signature2019-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAL MATERAZOPreparerPersonNm
PTINP00435882PTIN
Phone5167472000PhoneNum
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$45,359,915FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$35,704InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$35,704InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$583,809DividendsRevAndExpnssAmt
Dividends Net Invst Incm$583,809DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$147NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$147GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$147CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$619,660TotalRevAndExpnssAmt
Total Net Invst Incm$619,660TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$28,766LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$28,766LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,439AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,219AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,220AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$112,000OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$112,000OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$16,041TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,041TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$27,558OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$40OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$27,358OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$190,804TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,300TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$171,344TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,423,349ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,423,349ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,614,153TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,300TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,594,693TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$994,493ExcessRevenueOverExpensesAmt
Net Investment Income$613,360NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$22,421,809CashBOYAmt
Cash EOY$310,697CashEOYAmt
Cash EOYFMV$310,697CashEOYFMVAmt
Sav And Temp Cash Invst BOY$189,786SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$788,693SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$788,693SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$15,625,135CorporateStockBOYAmt
Corporate Stock EOY$36,072,857CorporateStockEOYAmt
Corporate Stock EOYFMV$44,190,535CorporateStockEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$69,990OtherAssetsEOYAmt
Other Assets EOYFMV$69,990OtherAssetsEOYFMVAmt
Total Assets BOY$38,236,730TotalAssetsBOYAmt
Total Assets EOY$37,242,237TotalAssetsEOYAmt
Total Assets EOYFMV$45,359,915TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$38,236,730CapitalStockBOYAmt
Capital Stock EOY$37,242,237CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$38,236,730TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$37,242,237TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$38,236,730TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$37,242,237TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$38,236,730TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$994,493ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$37,242,237SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$37,242,237TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyLONG TERM CAPITAL GAIN DIVIDENDSPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$147GrossSalesPriceAmt
Gain Or Loss$147GainOrLossAmt
Gains Minus Excess Or Losses$147GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$147CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,288,197AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$27,840,682NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.046270DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,271,915AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$25,202,166NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.050468DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,160,142AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$24,712,727NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.046945DistributionYr3Rt
Adjusted Qlfy Distri Yr4$916,663AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$19,800,424NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.046295DistributionYr4Rt
Adjusted Qlfy Distri Yr5$847,058AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$17,140,075NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.049420DistributionYr5Rt
Total Distribution0.239398TotalDistributionRt
Average Distribution0.047880AverageDistributionRt
Net Vl Noncharitable Assets$49,361,056NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,363,407AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$6,134NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,369,541AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,594,693QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$12,267InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$12,267SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$12,267TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$13,203EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$13,203TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$936OverpaymentAmt
Applied To ES Tax$936AppliedToESTaxAmt
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 BooksPETER DEJANAIndividualWithBooksNm
Phone5164909349PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line130 SAGAMORE HILL DRIVEAddressLine1Txt
CityPORT WASHINGTONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11050ZIPCd
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 Holdings0BusinessHoldingsInd
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

FieldValueIRS element (for citing)
PersonPETER DEJANAPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line130 SAGAMORE HILL DRIVEAddressLine1Txt
CityPORT WASHINGTONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11050ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos3.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

FieldValueIRS element (for citing)
PersonJIM AVENAPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line130 SAGAMORE HILL DRIVEAddressLine1Txt
CityPORT WASHINGTONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11050ZIPCd
FieldValueIRS element (for citing)
Service TypeCONSULTINGServiceTypeTxt
Compensation$112,000CompensationAmt
FieldValueIRS element (for citing)
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$34,071,858AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$16,040,889AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$50,112,747TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$50,112,747AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$751,691CashDeemedCharitableAmt
Net Vl Noncharitable Assets$49,361,056NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,468,053MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,468,053MinimumInvestmentReturnAmt
Tax Based On Investment Income$12,267TaxBasedOnInvestmentIncomeAmt
Total Tax$12,267TotalTaxAmt
Distributable Before Adj$2,455,786DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,455,786DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,455,786DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,594,693ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,594,693QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,594,693AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,455,786DistributableAsAdjustedAmt
Undistributed Income PY$967,381UndistributedIncomePYAmt
Prior Year12016PriorYear1Yr
Prior Year22015PriorYear2Yr
Prior Year32014PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,594,693QualifyingDistributionsAmt
Applied To Year1$967,381AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$627,312AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$1,828,474UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonPETER DEJANARecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line130 SAGAMORE HILL DRIVEAddressLine1Txt
CityPORT WASHINGTONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11050ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5167472000RecipientPhoneNum
Form And Info And MaterialsRESUME, BUDGET AND DESCRIPTION OF PROGRAM INCLUDING MISSION STATEMENTFormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsN/ARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (71 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN CANCER SOCIETY
75 DAVIDS DRHAUPPAUGENY11788PCSPONSOR RELAY FOR LIFE, PORT WASH$5,000
AMERICAN AED
405 NW 10TH TERRHALLANDALE BEACHFL33009PCPURCHASE AED MACHINE$1,600
ART GUILD
200 PORT WASH BLVDMANHASSETNY11030PCSUPPORT ONGOING PROGRAMMING$17,000
ASSOC FOR CHILDREN WITH DOWN'S SYND
3 REDWOOD CTPORT WASHINGTONNY11050PCSUPPORT VARIOUS INITIATIVES$20,000
AUTISM SOCIETY OF AUSTIN
601 CUTTY TRAILAUSTINTX78734PCSUPPORT INITIATIVES FOR AUTISTIC ADULTS/CHILDREN$10,000
BAXTER'S POND FOUNDATION
1 CENTRAL DRIVEPORT WASHINGTONNY11050PCBEAUTIFICATION/MAINTENANCE$10,000
CANCERCARE OF PT WASHINGTON
2 NESAQUAKE AVEPORT WASHINGTONNY11050PCUNDERWRITE FUNDRAISING EVENT, OTHER SUPPORT$32,000
CARVALHO FAMILY FOUNDATION
144 JERICHO TPKEMINEOLANY11554PCSPONSOR CHARITY GOLF OUTING$5,000
CHRISTINE O'ROURKE
8 DERBY RDPORT WASHINGTONNY11050ISUPPORT FAMILY IN NEED$12,000
CHRISTINE RENNA FOUNDATION
385 SOUTH 14TH STLINDENHURSTNY11757PCSUPPORT FUNDRAISING GALA$10,000
COMMUNITY ACTIONEOC
382 MAIN STPORT WASHINGTONNY11050PCSUPPORT PROGRAMS FOR AT RISK TEENS$15,000
COMMUNITY CHEST OF PW
382 MAIN STPORT WASHINGTONNY11050PCSPONSOR THANKSGIVING DAY RUN, GOLF OUTING, KAYAK RUN$37,500
COMMUNITY MAINSTREAMING
1025 OLD CNTRY RD STE325WESTBURYNY11590PCHELP DEVELOP DISABLED ADULT GROUP HOME$20,000
COMMUNITY SYNAGOGUE
160 MIDDLE NECK RDSANDS POINTNY11050PCSPONSOR FUNDRAISING PRODUCTION$5,000
CORNELL CO-OPERATIVE
832 MERRICK AVEE MEADOWNY11554PCSPONSOR NATIVE PLANT PROGRAM$27,500
COW NECK PENINSULA HISTORICAL SOC
336 PORT WASHINGTON BLVDPORT WASHINGTONNY11050PCSUPPORT ONGOING INITIATIVES$20,000
DEROSA FOUNDATION
160 PLANDOME RDMANHASSETNY11030PCUNDERWRITE GALA$35,000
DIABETES RESEARCH INSTITUTE
410 JERICHO TPKEJERICHONY11753PCSPONSOR FUNDRAISING EVENT$10,000
ED FOUNDATION
PO BOX 909PORT WASHINGTONNY11050PCGENERAL SUPPORT, SPONSOR FUNDRAISERS$25,000
FOX G1 RESEARCH
10 ROCKEFELLER PLZ 1ST FLNEW YORKNY10020PCSUPPORT RESEARCH TO FIND A CURE FOR RARE CHILD DISEASE$10,000
FRIENDS OF PORT ROWING
39 HARBOR HILLS DRPORT WASHINGTONNY11050PCSPONSOR FUNDRAISER, SCHOLARSHIPS$20,000
FRIENDS OF THE SANDS POINT PRESERVE
95 MIDDLE NECK RDSANDS POINTNY11050PCGROUNDS BEAUTIFICATION, OFFSET PROGRAM COSTS$38,000
GOLD COAST ARTS CENTER
113 MIDDLE NECK RDGREAT NECKNY11021PCSUPPORT VARIOUS INITIATIVES$15,000
GROWING LOVE COMMUNITY GARDEN
PO BOX 1656PORT WASHINGTONNY11050PCOFFSET COSTS TO START GARDEN$55,000
HEARTS
PO BOX 1192PORT WASHINGTONNY11050PCSPONSOR PORTFEST EVENT, GENERAL SUPPORT$25,000
HELEN KELLER NATIONAL CENTER
141 MIDDLE NECK RDSANDS POINTNY11050PCGENERAL SUPPORT$25,000
HELPING TO HEAL
52 MAIN STPORT WASHINGTONNY11050PCFUND PRINTING OF BOOK FOR CHILDREN'S HOSPITALS$10,000
INJURED MARINE SEMPER FI FUND
102 JERICHO TPKENEW HYDE PARKNY11040PCSUPPORT EFFORTS$5,000
KIWANIS INT'L OF MANHASSETPW
200 COW NECK RDPORT WASHINGTONNY11050PCSUPPORT VARIOUS FUNDRAISING INITIATIVES$46,000
KNIGHTS OF COLUMBUS
155 MANORHAVEN BLVDPORT WASHINGTONNY11050PCGENERAL SUPPORT$15,500
LAKEWAY PTO
1701 LOHMANS CROSSING RDLAKEWAYTX78734PCSUPPORT SCHOOL FUNDRAISER$2,500
LANDMARK ON MAIN STREET
232 MAIN STPORT WASHINGTONNY11050PCSPONSOR 2018-2019 SEASON, OTHER PERFORMANCES$35,000
LAURI STRAUSS LEUKEMIA FOUNDATION
382 MAIN STPORT WASHINGTONNY11050PCSPONSOR CHARITY BIKE TOUR$15,000
LETICIA RIVAS
98 ROSE ST APT SFREEPORTNY11520IAID FAMILY DURING HARDSHIP$5,000
LION'S CLUB
PO BOX 169PORT WASHINGTONNY11050PCSUPPORT FUNDRAISING INITIATIVES$20,000
LONG BEACH LATINO CIVIC ASSN
52 E PARK AVE 2ND FLLONG BEACHNY11561PCSUPPORT HISPANIC HERITAGE MONTH GALA$1,200
LUCERNA FUND
85 CHANNEL DRIVEPORT WASHINGTONNY11050PCGENERAL SUPPORT$10,000
NATIVE GREENWAY
PO BOX 788PORT WASHINGTONNY11050PCSUPPORT EFFORTS FOR NATIVE GARDEN$10,000
NORTHWELL FOUNDATION
125 COMMUNITY DRGREAT NECKNY11021PCHELP FUND HELIPAD PROJECT$70,000
OUR LADY OF FATIMA CHURCH & SOCIAL MINISTRY
6 COTTONWOOD RDPORT WASHINGTONNY11050PCGENERAL SUPPORT, RENOVATIONS$49,000
PARENT RESOURCE CENTER
232 MAIN STPORT WASHINGTONNY11050PCSPONSOR EVENTS, SUPPORT EDUCATION PROGRAMS$40,000
PECONIC MONUMENT WORKS
129 GRIFFING AVERIVERHEADNY11901PCHELP FUND 9/11 MONUMENT$13,150
PLANT-A-ROW FOR THE HUNGRY
280 SWAN CTMANHASSETNY11030PCGENERAL SUPPORT$99
POLISH AMERICAN CITIZENS ASSN
5 PULASKI PLPORT WASHINGTONNY11050PCGENERAL SUPPORT$12,500
PORT JEWISH CENTER
20 MANORHAVEN BLVDPORT WASHINGTONNY11050PCGENERAL SUPPORT$10,000
PORT SUMMER SHOW
PO BOX 811PORT WASHINGTONNY11050PCOFFSET PRODUCTION COSTS$10,000
PW CHILDREN'S CENTER
232 MAIN STPORT WASHINGTONNY11050PCSPONSOR GALA, FUND CHILDREN'S EDUCATION, MUSIC PROGRAMS$79,000
PRIDE IN PORT
2 NESAQUAKE AVEPORT WASHINGTONNY11050PCOFFSET COST OF FUNDRAISER$15,000
PW FIRE DEPT FIRE MEDIC CO #1
65 HARBOR RDPORT WASHINGTONNY11050PCGENERAL SUPPORT$30,000
PW POLICE DEPT
500 PW BLVDPORT WASHINGTONNY11050PCGENERAL SUPPORT$5,000
PW PUBLIC LIBRARY FOUNDATION
1 LIBRARY DRPORT WASHINGTONNY11050PCFUND CHILDREN'S LIBRARY RENOVATIONS, SPONSOR GALA$30,000
PW SENIOR CITIZENS CENTER
80 MANORHAVEN BLVDPORT WASHINGTONNY11050PCHELP FUND LUNCH PROGRAM, CLASSES, GENERAL SUPPORT$56,000
PW YOUTH ACTIVITIES
PO BOX 69PORT WASHINGTONNY11050PCTUITIONS FOR UNDERPRIVILEGED CHILDREN, GENERAL$20,000
RESIDENTS FORWARD
382 MAIN STPORT WASHINGTONNY11050PCUNDERWRITE GALA, EDUCATION/BEAUTIFICATION PROJECTS$55,000
SCHREIBER HIGH SCHOOL SCHOLARSHIP
101 CAMPUS DRPORT WASHINGTONNY11050PCCOLLEGE SCHOLARSHIPS$20,000
SCHREIBER HSA
101 CAMPUS DRPORT WASHINGTONNY11050PCSUPPORT SENIOR PROM$10,000
SONS OF ITALY FOUNDATIONLODGE
2 NESAQUAKE AVEPORT WASHINGTONNY11050PCSPONSOR EVENTS, SCHOLARSHIPS$12,300
SOUSA MEMORIAL BANDSHELL
PO BOX 1461PORT WASHINGTONNY11050PCSUPPORT PROGRAMS AND MAINTENANCE$10,000
SPECIAL OLYMPICSPOLAR PLUNGE
560 BROADHOLLOW RD STE 106MELVILLENY11747PCSPONSOR ANNUAL FUNDRAISER$2,500
SPECTRUM DESIGNS
382 MAIN STPORT WASHINGTONNY11050PCGENERAL SUPPORT$10,000
SPIRIT OF JOY CHURCH
1801 ROUSE RDORLANDOFL32717PCSUPPORT VARIOUS INITIATIVES$10,000
ST AIDAN SCHOOL
51 WILLIS AVEWILLISTON PARKNY11596PCSPONSOR FUNDRAISER$5,000
ST PETER OF ALCANTARA SCHOOL & CHURCH
1321 PW BLVDPORT WASHINGTONNY11050PCSCHOLARSHIPS, GENERAL SUPPORT$20,000
TOMORROW'S HOPE FOUNDATION
PO BOX 9023ROCKVILLE CENTRENY11571PCCATHOLIC SCHOOL SCHOLARSHIPS$50,000
TWIN PINES CONSUMERS
382 MAIN STPORT WASHINGTONNY11050PCSUPPORT CHARITY THRIFT SHOP$25,000
VETERANS OF FOREIGN WARS
29 MOHEGAN AVEPORT WASHINGTONNY11050PCRENOVATIONS, GENERAL SUPPORT$12,000
VICTORIA'S VICTORY
20 PORTSMOUTH AVE 98STRATHAMNH03885PCGENERAL SUPPORT$10,000
VIKING SPORTS FOUNDATION
PO BOX 1555PORT WASHINGTONNY11050PCSUPPORT SPORTS PROGRAMS$30,000
WHITESTONE ACADEMY
150-34 12TH AVEWHITESTONENY11357PCSUPPORT SCHOOL PROGRAMS$5,000
WILTON TRACK
65 STURGES RIDGE RDWILTONCT06897PCHELP REBUILD TOWN TRACK FACILITY$10,000
YOUNG'S FARMS
110 HEGEMANS LAGLEN HEADNY11545PCPIES FOR CHEST THANKSGIVING EVENT$6,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,423,349TotalGrantOrContriPdDurYrAmt
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$35,704ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$583,809ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$147ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$619,660ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$619,660TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$6,439Amt
Net Investment Income$3,219NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,220DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FACEBOOK INC COM CL A$998,680$747,213
INVESCO QQQ TR UNIT SER 1 ETF$9,077,729$12,081,602
ISHARES TIPS BD ETF$1,177,817$1,208,023
ISHARES MSCI EAFE ETF$1,118,298$1,083,994
ISHARES RUS 2000 VAL ETF$1,218,447$1,694,350
SELECT SECTOR SPDR TRUST ENERGY ETF$420,791$324,355
SPDR DOW JONES INDUSTRIAL AVE UT SER 1 ETF$8,078,075$8,755,295
SPDR S&P 500 TR UNIT ETF$9,279,708$10,805,322
SPDR SERIES TRUST PRTFLO S&P500 GW ETF$596,620$1,222,824
SPDR SERIES TRUST PRTFLO S&P500 VL ETF$564,220$866,942
VANGUARD SHORT TRM BOND ETF$1,136,257$1,115,541
VANGUARD TOTAL BND MARKT ETF$624,996$619,147
VANGUARD WORLD FUNDS CONSUM DIS ETF$597,315$1,310,615
VANGUARD WORLD FUNDS INDUSTRIAL ETF$606,262$985,717
VANGUARD WORLD FUNDS INF TECH ETF$577,642$1,369,595

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$28,766LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$28,766DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDENDS RECEIVABLEDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$69,990EOYBookValueAmt
EOYFMV$69,990EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NEW YORK ANNUAL FILING FEES$1,500$0$1,500
BANK FEES$40$40$0
PUBLIC RELATIONS$25,858$0$25,858
OFFICE SUPPLIES$160$0$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryGRANTS ADMIN CONSULTANTSCategoryTxt
Amt$112,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$112,000DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAXES$13,000$0$0
FOREIGN WITHHOLDING TAXES$3,041$3,041$0

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