JOE & HELLEN DARION FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- JOE & HELLEN DARION FOUNDATION INC (EIN 13-4196115)
- Tax period
- 2018-10-01 to 2019-09-30
- Filed
- 2020-01-11
- IRS object ID
- 202000119349100200
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-01-11T13:48:08-06:00 | ReturnTs |
| Tax Period End | 2019-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133463609 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALAN S HONIG & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1501 BROADWAY SUITE 1802 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134196115 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOE & HELLEN DARION FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O ALAN S HONIG CPA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOE& | BusinessNameControlTxt |
| Phone | 2127641234 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1501 BROADWAY NO 1802 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HELLEN DARION | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9176171234 | PhoneNum |
| Signature | 2020-01-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALAN S HONIG | PreparerPersonNm |
| PTIN | P01451089 | PTIN |
| Phone | 2127641234 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.254.224.82 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-01-11 | IPDt |
| IP Tm | 14:42:15 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2DDB276C5C65BCB601BAD06124E8C500E13FE11E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2DDB276C5C65BCB601BAD06124E8C500E13FE11E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,036,075 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $4,310,518 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $173,836 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $173,836 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$391,801 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,215,203 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $110,724 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $168,760 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $168,760 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,261,313 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $453,320 | 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 | $570,475 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $5,475 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $302,898 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $152,898 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $150,000 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $61 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $61 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $872 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $872 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $108,964 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $108,480 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $995,870 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $280,386 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $150,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $156,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $156,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,152,370 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $280,386 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $306,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,108,943 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $172,934 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $512,984 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $588,605 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $588,605 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,935,718 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,374,463 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,316,132 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $558,127 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $358,127 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $335,919 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $284 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,795,419 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,795,419 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,007,113 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,116,614 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,036,075 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $558 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $558 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $6,007,113 | UnrestrictedBOYAmt |
| Unrestricted EOY | $9,116,056 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,007,113 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,116,056 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,007,113 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,116,614 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,007,113 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,108,943 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,116,056 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,116,056 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $3,210,599 | $3,099,019 | $111,580 | $111,580 | ||
| 7,091 ORBITAL TRACKING CORP | D | $5,460 | -$5,460 | -$5,460 | 2015-12-24 | 2019-09-30 | |
| CAPITAL GAINS DIVIDENDS | P | $4,604 | $4,604 | $4,604 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $110,724 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $213,057 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,279,270 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049788 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $192,164 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,971,662 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048384 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $203,741 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,843,242 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053013 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $172,128 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,556,448 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048399 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $137,915 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,778,411 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049638 | DistributionYr5Rt |
| Total Distribution | 0.249222 | TotalDistributionRt |
| Average Distribution | 0.049844 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,769,522 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $337,420 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,729 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $339,149 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $306,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,459 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,459 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,459 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,901 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,901 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $558 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALAN S HONIG & COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2127641234 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1501 BROADWAY SUITE 1802 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| ALAN S HONIG | ||||||||
| 17582 BOCAIRE WAY | BOCA RATON | FL | 33487 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| BRUCE NADLER | ||||||||
| 214 SUNNYSIDE ROAD | OCEANSIDE | NY | 11572 | TREASURER/DIRECTOR | 1.00 | $0 | $0 | $0 |
| BARBARA NADLER | ||||||||
| 214 SUNNYSIDE ROAD | OCEANSIDE | NY | 11572 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ELLEN DARION | ||||||||
| 625 COREY CREEK LANE | SOUTHOLD | NY | 11971 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROGER CHUDZIK | ||||||||
| 625 COREY CREEK LANE | SOUTHOLD | NY | 11971 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| AKERMAN LLP | |||||
| 666 FIFTH AVENUE 20TH FLOOR | NEW YORK | NY | 10103 | LEGAL | $565,000 |
| ALAN S HONIG ASSOCIATES INC | |||||
| 1501 BROADWAY SUITE 1802 | NEW YORK | NY | 10036 | MANAGEMENT AND ADVISORY | $300,000 |
| 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 | $4,538,467 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $734,646 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,599,498 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,872,611 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,872,611 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $103,089 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,769,522 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $338,476 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $338,476 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,459 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,459 | TotalTaxAmt |
| Distributable Before Adj | $335,017 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $335,017 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $335,017 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $306,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $306,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $306,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $335,017 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $3,296 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $16,097 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,253 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,979 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $23,625 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $306,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $306,500 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $23,625 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $23,625 | 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 | $4,892 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ALAN S HONIG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | ||||||
| 60 E 42ND ST 2240 | NEW YORK | NY | 10165 | NONE | GENERAL WELFARE | $1,000 |
| AMERICAN CANCER SOCIETY | ||||||
| 132 W 32ND ST | NEW YORK | NY | 10001 | NONE | GENERAL WELFARE | $1,000 |
| AMERICAN CIVIL LIBERTIES UNION | ||||||
| 125 BROAD STREET | NEW YORK | NY | 10004 | NONE | GENERAL WELFARE | $1,500 |
| AMERICAN FRIENDS OF ISRAEL PHILHARMONIC ORCHESTRA | ||||||
| 122 EAST 42ND STREET SUITE 4507 | NEW YORK | NY | 10168 | NONE | GENERAL WELFARE | $2,500 |
| AMERICAN HEART ASSOCIATION | ||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | NONE | GENERAL WELFARE | $1,000 |
| AMERICAN MACULAR DEGENERATION FOUNDATION | ||||||
| PO BOX 515 | NORTHAMPTON | MA | 01061 | NONE | GENERAL WELFARE | $1,000 |
| BARRY & FLORENCE FRIEDBURG JEWISH COMMUNITY CENTER | ||||||
| 15 NEIL COURT | OCEANSIDE | NY | 11572 | NONE | GENERAL WELFARE | $5,000 |
| BROADWAY CARES EQUITY FIGHTS AIDS | ||||||
| 165 WEST 46TH STREET SUITE 1300 | NEW YORK | NY | 10036 | NONE | GENERAL WELFARE | $5,000 |
| CALVARY FUND OF CALVARY HOSPITAL | ||||||
| 1740 EASTCHESTER RD | THE BRONX | NY | 10461 | NONE | GENERAL WELFARE | $2,500 |
| CASA-NYC | ||||||
| 48 WALL STREET SUITE 1100 | NEW YORK | NY | 10005 | NONE | GENERAL WELFARE | $2,500 |
| CITYMEALS ON WHEELS | ||||||
| 355 LEXINGTON AVENUE | NEW YORK | NY | 10017 | NONE | GENERAL WELFARE | $1,500 |
| COMMUNITY ACTION SOUTHOLD TOWN INC | ||||||
| 316 FRONT STREET | GREENPORT | NY | 11944 | NONE | GENERAL WELFARE | $2,500 |
| DOROT | ||||||
| 171 W 85TH STREET | NEW YORK | NY | 10024 | NONE | GENERAL WELFARE | $1,500 |
| ENROOT | ||||||
| 99 BISHOP ALLEN DRIVE | CAMBRIDGE | MA | 02139 | NONE | GENERAL WELFARE | $5,000 |
| FAMILIES AND FRIENDS SUPPORTING CYSTIC FIBROSIS CARE | ||||||
| 55 EAST END AVE | NEW YORK | NY | 10028 | NONE | GENERAL WELFARE | $5,000 |
| FOOD BANK FOR NYC | ||||||
| 39 BROADWAY | NEW YORK | NY | 10006 | NONE | GENERAL WELFARE | $1,000 |
| HARVEY MILK HIGH SCHOOL | ||||||
| 2 ASTOR PLACE FL 3 | NEW YORK | NY | 10003 | NONE | GENERAL WELFARE | $2,500 |
| HEBREW IMMIGRANT AID SOCIETY | ||||||
| 1300 SPRING STREET SUITE 500 | SILVER SPRING | MD | 20910 | NONE | GENERAL WELFARE | $1,000 |
| INSIDE BROADWAY | ||||||
| 630 NINTH STREET SUITE 802 | NEW YORK | NY | 10036 | NONE | GENERAL WELFARE | $1,000 |
| JUVENILE DIABETES RESEARCH FOUNDATION (JDRF) | ||||||
| 1641 WORTHINGTON RD SUITE 340 | WEST PALM BEACH | FL | 33409 | NONE | GENERAL WELFARE | $5,000 |
| MANHATTAN THEATRE CLUB | ||||||
| 311 WEST 43RD STREET 8TH FLOOR | NEW YORK | NY | 10036 | NONE | GENERAL WELFARE | $6,000 |
| MUSEUM SPECIAL OLYMPICS | ||||||
| 1133 19TH STREET NW | WASHINGTON | DC | 20036 | NONE | GENERAL WELFARE | $1,000 |
| NASSAU POPS SYMPHONY ORCHESTRA INC | ||||||
| 859 WILLOW ROAD | FRANKLIN SQUARE | NY | 11010 | NONE | GENERAL WELFARE | $15,000 |
| NATIONAL ALLIANCE FOR MENTAL ILLNESS MASSACHUSETTS | ||||||
| 529 MAIN STREET SUITE 1M17 | BOSTON | MA | 02129 | NONE | GENERAL WELFARE | $5,000 |
| NATIONAL WWII MUSEUM | ||||||
| 945 MAGAZINE ST | NEW ORLEANS | LA | 70130 | NONE | GENERAL WELFARE | $1,000 |
| OCEANSIDE VOLUNTEER FIRE DEPARTMENT | ||||||
| 65 FOXHURST RD | OCEANSIDE | NY | 11572 | NONE | GENERAL WELFARE | $5,000 |
| PECONIC LAND TRUST | ||||||
| 296 HAMPTON ROAD | SOUTHAMPTON | NY | 11969 | NONE | GENERAL WELFARE | $2,500 |
| PEN AMERICA | ||||||
| 588 BROADWAY SUITE 303 | NEW YORK | NY | 10012 | NONE | GENERAL WELFARE | $2,500 |
| PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND | ||||||
| 784 HERCULES DR | COLCHESTER | VT | 05446 | NONE | GENERAL WELFARE | $1,000 |
| ROSYGLO FOUNDATION INC | ||||||
| 580 SYLVAN AVE SUITE M-A | ENGELWOOD CLIFFS | NJ | 07632 | NONE | GENERAL WELFARE | $10,000 |
| SHRINERS HOSPITALS FOR CHILDREN | ||||||
| 2900 ROCKY POINT DRIVE | TAMPA | FL | 33607 | NONE | GENERAL WELFARE | $2,500 |
| SILVER SHIELD FOUNDATION | ||||||
| 870 UNITED NATIONS PLAZA | NEW YORK | NY | 10017 | NONE | GENERAL WELFARE | $1,000 |
| SLOAN KETTERING MEMORIAL HOSPITAL | ||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | NONE | GENERAL WELFARE | $1,000 |
| SOUTH SHORE SYMPHONY ORCHESTRA | ||||||
| 130 BROADWAY | ROCKVILLE CENTRE | NY | 11570 | NONE | GENERAL WELFARE | $2,500 |
| SOUTHERN POVERTY LAW CENTER | ||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | NONE | GENERAL WELFARE | $1,500 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||
| 501 STJUDE PLACE | MEMPHIS | TN | 38105 | NONE | GENERAL WELFARE | $5,000 |
| SUNRISE ASSOCIATION | ||||||
| 15 NEIL CT | OCEANSIDE | NY | 11572 | NONE | GENERAL WELFARE | $5,000 |
| THE DOE FUND | ||||||
| 345 E 102ND ST 305 | NEW YORK | NY | 10029 | NONE | GENERAL WELFARE | $2,000 |
| THE HATCH SPACE | ||||||
| 35 FROST STREET | BRATTLEBORO | VT | 05301 | NONE | GENERAL WELFARE | $5,000 |
| THE MANILOW MUSIC PROJECT | ||||||
| 8295 SOUTH LA CIENEGA BLVD | INGLEWOOD | CA | 90301 | NONE | GENERAL WELFARE | $3,000 |
| THE RONALD MCDONALD HOUSE NEW YORK | ||||||
| 405 EAST 73RD STREET | NEW YORK | NY | 10021 | NONE | GENERAL WELFARE | $2,500 |
| THE SEEING EYE | ||||||
| 10 WASHINGTON VALLEY ROAD | MORRISTOWN | NJ | 07960 | NONE | GENERAL WELFARE | $1,000 |
| THE SPACE ON MAIN | ||||||
| 174 MAIN STREET | BRADFORD | VT | 05033 | NONE | GENERAL WELFARE | $5,000 |
| THE STORM THEATRE INC | ||||||
| 32 WEST 72ND SREET APT 2B | NEW YORK | NY | 10023 | NONE | GENERAL WELFARE | $2,000 |
| TRIFORM CAMPHILL COMMUNITY | ||||||
| 20 TRI FORM RD | HUDSON | NY | 12534 | NONE | GENERAL WELFARE | $1,000 |
| UPBEAT NYC | ||||||
| 287 EAST 139TH STREET 2ND FLOOR | BRONX | NY | 10454 | NONE | GENERAL WELFARE | $1,000 |
| VERMONT JAZZ CENTER | ||||||
| 72 COTTON MILL HILL | BRATTLEBORO | VT | 05301 | NONE | GENERAL WELFARE | $5,000 |
| VISITING NURSE & HOSPICE OF NEW HAMPSHIRE | ||||||
| 66 BENNING STREET SUITE 6 | WEST LEBANON | NH | 03784 | NONE | GENERAL WELFARE | -$2,500 |
| YIDDISH BOOK CENTER | ||||||
| 1021 WEST STREET | AMHERST | MA | 01002 | NONE | GENERAL WELFARE | $12,500 |
| YOUNG AUDIENCES NEW YORK | ||||||
| 1 EAST 53RD STREET | NEW YORK | NY | 10022 | NONE | GENERAL WELFARE | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $156,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $173,836 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $168,760 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$391,801 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$49,205 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$49,205 | 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 |
|---|---|---|---|---|---|---|---|
| THE ESTATE OF HELLEN S DARION | |||||||
| 1 | 1501 BROADWAY SUITE 1802 | NEW YORK | NY | 10036 | $406,659 | Yes (X) | |
| THE ESTATE OF HELLEN S DARION | |||||||
| 2 | 1501 BROADWAY SUITE 1802 | NEW YORK | NY | 10036 | $3,903,859 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | COPYRIGHTS TO THE MUSICAL "MAN OF LA MANCHA" | NoncashPropertyDesc |
| Fair Market Value | $3,903,859 | FairMarketValueAmt |
| Received | 2019-04-30 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND TAX RETURN PREPARATION | CategoryTxt |
| Amt | $12,600 | Amt |
| Net Investment Income | $12,600 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $358,127 | EOYBookValueAmt |
| EOYFMV | $335,919 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $4,374,463 | EOYBookValueAmt |
| EOYFMV | $4,316,132 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $570,475 | LegalFeesAmt |
| Net Investment Income | $5,475 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| UNITED STATES TREASURY REFUND RECEIVABLE | $284 | ||
| "MAN OF LA MANCHA" COPYRIGHTS | $3,795,419 | $3,795,419 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $234 | $0 | $0 |
| STATE FILING FEES | $250 | $0 | $0 |
| BROKERAGE FEES | $40 | $40 | $0 |
| AMORTIZATION OF "MAN OF LA MANCHA" COPYRIGHTS | $108,440 | $108,440 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTY INCOME | Desc |
| Revenue And Expenses Per Books | $168,760 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $168,760 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $168,760 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $558 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $150,000 | $0 | $150,000 |
| INVESTMENT ADVISORY FEES | $152,898 | $152,898 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $314 | $314 | $0 |
| FEDERAL EXCISE TAX | $558 | $558 | $0 |