BETA

PETER AND JERI DEJANA FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
PETER AND JERI DEJANA FAMILY FOUNDATION (EIN 27-6985468)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-07-01
IRS object ID
202011839349101211
Schema version
2019v5.1
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)
Return2020-07-01T14:29:42-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Line11500 RXR PLAZA - WEST TOWERAddressLine1Txt
CityUNIONDALECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11556ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

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
Signature2020-07-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAL MATERAZOPreparerPersonNm
PTINP00435882PTIN
Phone5167472000PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address205.159.21.230IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-07-01IPDt
IP Tm15:29:32IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id0A5E2A0322E4C06C26B12BDFBAE98B0D65BC84A7AtSubmissionCreationDeviceId
At Submission Filing Device Id212CD26D597FC62F2F88C53BE34E28BB9E9FE74CAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$56,780,908FMVAssetsEOYAmt
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$763InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$763InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$849,963DividendsRevAndExpnssAmt
Dividends Net Invst Incm$849,963DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$63,497NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$986,838GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$787,229TotalRevAndExpnssAmt
Total Net Invst Incm$850,726TotalNetInvstIncmAmt
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$22,543LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$22,543LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$18,565AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$9,282AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$9,283AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$88,000OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$88,000OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$3,090TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,090TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$32,818OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$119OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$32,699OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$165,016TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$12,491TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$152,525TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,865,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,865,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,030,516TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$12,491TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,018,025TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,243,287ExcessRevenueOverExpensesAmt
Net Investment Income$838,235NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$310,697CashBOYAmt
Cash EOY$86,289CashEOYAmt
Cash EOYFMV$86,289CashEOYFMVAmt
Sav And Temp Cash Invst BOY$788,693SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$763,078SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$763,078SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$36,072,857CorporateStockBOYAmt
Corporate Stock EOY$35,097,263CorporateStockEOYAmt
Corporate Stock EOYFMV$55,879,221CorporateStockEOYFMVAmt
Other Assets BOY$69,990OtherAssetsBOYAmt
Other Assets EOY$52,320OtherAssetsEOYAmt
Other Assets EOYFMV$52,320OtherAssetsEOYFMVAmt
Total Assets BOY$37,242,237TotalAssetsBOYAmt
Total Assets EOY$35,998,950TotalAssetsEOYAmt
Total Assets EOYFMV$56,780,908TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$37,242,237CapitalStockBOYAmt
Capital Stock EOY$35,998,950CapitalStockEOYAmt
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$37,242,237TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$35,998,950TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$37,242,237TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$35,998,950TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$37,242,237TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,243,287ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$35,998,950SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$35,998,950TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
5,708.064 SHARES OF SELECT SECTOR SPDR TRUST ENERGY ETF2011-02-152019-12-11$338,252$423,788-$85,536-$85,536
7,836.123 SHARES OF VANGUARD TOTAL BND MRKT ETF2011-02-152019-07-22$648,586$626,547$22,039$22,039
FieldValueIRS element (for citing)
Capital Gain Net Income-$63,497CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,594,693AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$49,361,056NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.032307DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,288,197AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$27,840,682NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.046270DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,271,915AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$25,202,166NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.050468DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,160,142AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$24,712,727NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.046945DistributionYr4Rt
Adjusted Qlfy Distri Yr5$916,663AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$19,800,424NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.046295DistributionYr5Rt
Total Distribution0.222285TotalDistributionRt
Average Distribution0.044457AverageDistributionRt
Net Vl Noncharitable Assets$50,935,655NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,264,446AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$8,382NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,272,828AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,018,025QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$16,765InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$16,765SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$16,765TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$936EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$936TotalPaymentsAndCreditsAmt
Es Penalty$418EsPenaltyAmt
Tax Due$16,247TaxDueAmt

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$88,000CompensationAmt
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$51,010,057AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$701,268AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$51,711,325TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$51,711,325AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$775,670CashDeemedCharitableAmt
Net Vl Noncharitable Assets$50,935,655NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,546,783MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,546,783MinimumInvestmentReturnAmt
Tax Based On Investment Income$16,765TaxBasedOnInvestmentIncomeAmt
Total Tax$16,765TotalTaxAmt
Distributable Before Adj$2,530,018DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,530,018DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,530,018DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,018,025ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,018,025QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,018,025AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,530,018DistributableAsAdjustedAmt
Undistributed Income PY$1,828,474UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$2,018,025QualifyingDistributionsAmt
Applied To Year1$1,828,474AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$189,551AppliedToCurrentYearAmt
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$2,340,467UndistributedIncomeCYAmt
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 (85 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ACDS
3 REDWOOD CTPORT WASHINGTONNY11050PCSUPPORT EDUCATION PROGRAMS$20,000
AMERICAN LEGION POST 336
190 GLEN HEAD RDGLEN HEADNY11545PCSUPPORT MEMBERSHIP DRIVE INITIATIVES$3,500
BAXTER'S POND FOUNDATION
1 CENTRAL DRIVEPORT WASHINGTONNY11050PCHELP FUND PARK'S BEAUTIFICATION/MAINTENANCE$10,000
CACEOC ECONOMIC OPPORTUNITY COMMISSION
382 MAIN STPORT WASHINGTONNY11050PCSUPPORT VARIOUS INITIATIVES FOR TEENS$15,000
CANCERCARE OF PW
2 NESAQUAKE AVEPORT WASHINGTONNY11050PCUNDERWRITE COSTS OF RED STOCKING REVUE, OTHER FUNDRAISERS$31,000
CHABAD OF PORT WASHINGTON
80 SHORE RDPORT WASHINGTONNY11050PCSUPPORT FOR YOUNG CHILDREN'S/OTHER PROGRAMMING$10,000
CHRISTINE O'ROURKE
8 DERBY RDPORT WASHINGTONNY11050ISUPPORT FAMILY IN NEED$1,000
COMMUNITY CHEST OF PORT WASHINGTON
382 MAIN STPORT WASHINGTONNY11050PCSPONSOR FUNDRAISING EVENTS$65,000
COMMUNITY MAINSTREAMING
1025 OLD CNTRY RD STE325WESTBURYNY11590PCHELP WITH DISABLED ADULT INDEPENDENCE PROGRAM$20,000
COMMUNITY SYNAGOGUE
160 MIDDLE NECK RDSANDS POINTNY11050PCSPONSOR PRODUCTION OF FUNDRAISING MUSICAL$5,000
COW NECK PENINSULA
336 PORT WASHINGTON BLVDPORT WASHINGTONNY11050PCHELP FUND RENOVATIONS, PROGRAMMING$25,000
DIABETES RESEARCH INSTITUTE
259 W 30TH ST STE 402PORT WASHINGTONNY10001PCSPONSOR FUNDRAISING EVENT FOR DIABETES RESEARCH$10,000
FOLDS OF HONOR
39 HILLS RDPORT WASHINGTONPORTNY12211PCHELP PROVIDE TUITION AID TO FAMILIES OF FALLEN/INJURED SOLIDERS$10,000
FRIENDS OF PORT ROWING
39 HARBOR HILLS DRPORT WASHINGTONNY11050PCSPONSOR FUNDRAISING EVENT FOR AUTISTIC PROGRAM$5,000
FRIENDS OF THE SANDS POINT PRESERVE
95 MIDDLE NECK RDSANDS POINTNY11050PCOFFSET MAINTENANCE, BEAUTIFICATION COSTS$30,000
GIFT OF LIFE INC
475 NORTHERN BLVD STE 22PORT WASHINGTONNY11021PCSUPPORT FUNDRAISER FOR LIFE-SAVING CHILD SURGERIES$5,000
GIRL SCOUTS OF NASSAU COUNTY
110 RING ROAD WPORT WASHINGTONNY11530PCHELP FUN DOG OBSTACLE COURSE, GENERAL PROGRAMS$8,000
GOLD COAST ARTS CENTER
113 MIDDLE NECK RDGREAT NECKNY11021PCSUPPORT ARTS CENTER INITIATIVES$15,000
GRASSROOTS ENVIRONMENTAL
52 MAIN STPORT WASHINGTONNY11050PCSUPPORT ENVIRONMENTAL EDUCATION PROGRAMS$10,000
GROWING LOVE COMMUNITY GARDEN
PO BOX 1656PORT WASHINGTONNY11050PCFUND IMPROVEMENTS TO COMMUNITY GARDEN$70,000
GUGGENHEIM HSA INC
38 POPLAR PLPORT WASHINGTONPORTNY11050PCSUPPORT VARIOUS SCHOOL FUNDRAISERS, PROGRAMS$5,500
HAVE A HEART ADOPT A PET FOUNDATION
155 LUQUER RD155 LUQUER RD155PORT WASHINGTONNY11050PCSUPPORT EFFORTS TO GET SHELTER PETS ADOPTED$5,000LUQUER RD155 LUQUER RD
HELEN KELLER NATIONAL CENTER
141 MIDDLE NECK RDSANDS POINTNY11050PCSUPPORT EFFORTS FOR BLIND AND DEAF RESIDENTS$55,000
HELPING ENRICH THE ARTS
PO BOX 1192PORT WASHINGTONPORTNY11050PCSPONSOR FUNDRAISING EVENTS TO RAISE MONEY FOR THE ARTS$35,000
HELPING TO HEAL
52 MAIN STPORT WASHINGTONNY11050PCPROVIDE FUNDING TO REPRINT BOOKS FOR ILL CHILDREN IN HOSPITALS$10,000
HEROES AMONG US INC
PO BOX 451NEW HYDE PARKNY11050PCHELP FUND REPLICA OF VIETNAM VETS MEMORIAL FOR PARK$15,000
HUGS ACROSS AMERICA INC
90 PLANDOME RDMANHASSETNY11030PCHELP PROVIDE TEDDY BEARS TO BOOKS TO UNDERPRIVILEDGED KIDS$11,500
INJURED MARINE SEMPER FI
825 COLLEGE BLVD STE102 PMB 609OCEANSIDECA92057PCSUPPORT FOR POST-9/11 WOUNDED, INJURED ARMED FORCES$5,000
JOHN PHILIP SOUSA MEMORIAL BANDSHELL
PO BOX 1461PORT WASHINGTONNY11050PCSUPPORT PROGRAMS AND MAINTENANCE FOR BANDSHELL$5,000
KIWANAS INT'L OF
128 SOUNDVIEW DR128 SOUNDVIEW DR128PORT WASHINGTONNY11050PCSUPPORT FUNDRAISING EFFORTS FOR CHILDREN IN HOSPITALS, OTHER$25,000SOUNDVIEW DR128 SOUNDVIEW DR128
KIWANIS CLUB OF MANHASSET
100 HARBORVIEW DR 417PORT WASHINGTONNY11050PCASSIST WITH SCHOLARSHIPS, OTHER FUNDRAISING EFFORTS$30,000
KNIGHTS OF COLUMBUS
155 MANORHAVEN BLVDPORT WASHINGTONNY11050IHELP SUPPORT MAINTENANCE, PROGRAMS$12,000
LANDMARK ON MAIN
232 MAIN STPORT WASHINGTONNY11050PCSPONSOR ANNUAL PERFORMANCES, OTHER PROGRAMMING$35,000
LAURI STRAUSS LEUKEMIA FOUNDATION
382 MAIN STPORT WASHINGTONNY11050PCSPONSOR FUNDRAISER$15,000
LION'S CLUB OF PORT WASHINGTON
PO BOX 169PORT WASHINGTONNY11050PCSUPPORT FUNDRAISING EFFORTS$20,000
LUCERNA FUND
85 CHANNEL DRIVEPORT WASHINGTONNY11050PCSUPPORT RECORDINGS/PRODUCTION OF MAGAZINES TO AUDIO FOR THE BLIND$10,000
LUTHERAN CHURCH OF OUR SAVIOR
12 FRANKLIN AVEPORT WASHINGTONNY11050PCSUPPORT CHURCH'S OUTREACH PROGRAM TO THE LESS FORTUNATE$10,000
MANORHAVEN PTA
46 MOREWOOD OAKSPORT WASHINGTONNY11050PCHELP FUND SCHOOL'S NEW PLAYGROUND$10,000
MOUNT OLIVE AFRICAN-METHODIST EPISCOPAL
20 MACKEY AVEPORT WASHINGTONNY11050PCHELP FUND IMPROVEMENTS TO CHURCH BUILDING, PROGRAMS$11,000
MUHLENBERG COLLEGE ATHLET
2400 W CHEW STALLENTOWNPA18104PCSUPPORT SCHOOL'S LACROSSE, OTHER SPORTS$17,000
NASSAU BOCES EDUCATIONAL
144 BALLAIRE RDMASSAPEQUANY11758PCSUPPORT ED FOUNDATION PROGRAMMING$10,000
NATIVE GREENWAY CORPORATI
PO BOX 788PORT WASHINGTONNY11050PCHELP FUND PLANTINGS, OTHER WORK IN NATIVE GARDEN$55,000
NORTHWELL HEALTH FOUNDATION
125 COMMUNITY DRGREAT NECKNY11021PCHELP FUND HELIPAD FOR MANHASSET LOCATION$100,000
OTTO NIKOLEYCZIK
5977 ROYAL POINT DRPARADISEPARADISECA95969PCHELP AID AFTER PARADISE FIRE$4,500
OUR LADY OF FATIMA OUTREACH
6 COTTONWOOD RDPORT WASHINGTONNY11050PCHELP SUPPORT OUTREACH EFFORTS TO THE UNDERSERVED$25,500
OUR LADY OF FATIMA CHURCH
6 COTTONWOOD RDPORT WASHINGTONNY11050PCHELP WITH PROGRAMMING, MAINTENANCE OF CHURCH$22,500
PARENT RESOURCE CENTER
232 MAIN STPORT WASHINGTONNY11050PCHELP FUND PROGRAMMING FOR PRESCHOOL CHILDREN$25,000
PLANT A ROW FOR THE HUNGRY
280 SWAN CTMANHASSETNY11030PCSUPPORT EFFORTS TO GROW PRODUCE FOR FOOD PANTRIES$10,000
POLICE ATHLETIC LEAGUE
325 MAIN STPORT WASHINGTONNY11050PCSUPPORT SPORTS PROGRAMS FOR CHILDREN$40,000
POLICE UNITY TOUR CHAPTER
9 HALLOCK MEADOW DRSTONYBROOKNY11790PCSUPPORT VARIOUS INITIATIVES OF POLICE CHAPTER$10,000
POLISH AMERICAN CITIZENS
5 PULASKI PLPORT WASHINGTONNY11050PCHELP OFFSET WITH MAINTENANCE COSTS$24,500
PORT JEWISH CENTER
20 MANORHAVEN BLVDPORT WASHINGTONNY11050PCHELP WITH RELIGIOUS EDUCATION PROGRAMS$10,000
PORT SUMMER SHOW INC
PO BOX 811PORT WASHINGTONNY11050PCSPONSOR ANNUAL TEEN PERFORMANCE$16,000
PORT WASHINGTON CHILDREN'S CENTER
232 MAIN STPORT WASHINGTONNY11050PCSUPPORT CHILDREN'S PROGRAMS$90,000
PORT WASHINGTON FIRE DEPT
423 PORT WASHINGTON BLVDPORT WASHINGTONNY11050PCSUPPORT SCHOLARSHIP FUND FOR FIREFIGHTERS' CHILDREN$10,000
PORT WASHINGTON LIBRARY FOUNDATION
1 LIBRARY DRPORT WASHINGTONNY11050PCSPONSOR RENOVATIONS TO CHILDREN'S LIBRARY$30,000
PORT WASHINGTON POLICE BENEVOLENT ASSN
500 PORT WASHINGTON BLVDPORT WASHINGTONNY11050PCSUPPORT POLICE FAMILIES HOLIDAY PARTY, OTHER INITIATIVES$25,000
PORT WASHINGTON SENIOR CENTER
80 MANORHAVEN BLVDPORT WASHINGTONNY11050PCSUPPORT VARIOUS PROGRAMMING, SPONSOR FUNDRAISERS, EVENTS$68,000
PORT WASHINGTON SOCCER CLUB
PO BOX 2067PORT WASHINGTONNY11050PCFUND PURCHASE OF NEW EQUIPMENT$5,000
PORT WASHINGTON UNION FREE SCHOOL DISTRICT
101 CAMPUS DRPORT WASHINGTONNY11050PCPROVIDE SCHOLARSHIP FUND, ANTI-BULLYING/OPIOID PROGRAM$30,000
PORT WASHINGTON YOUTH ACTIVITIES
PO BOX 69PORT WASHINGTONNY11050PCSUPPORT PROGRAMMING, FIELD/OTHER RENOVATIONS$55,000
PRIDE IN PORT
2 NESAQUAKE AVEPORT WASHINGTONNY11050PCSPONSOR ANNUAL COMMUNITY EVENT$13,000
RESIDENTS FORWARD
382 MAIN STPORT WASHINGTONNY11050PCSPONSOR/SUPPORT MANY INITIATIVES$75,000
SANDS POINT POLICE PBA
PO BOX 704PORT WASHINGTONNY11050PCSUPPORT VARIOUS PBA ACTIVITIES$2,500
SCIENCE MUSEUM OF LONG ISLAND
1526 PLANDOME RDPORT WASHINGTONNY11050PCSUPPORT VARIOUS MUSEUM PROGRAMS$5,000
SONS OF ITALY FOUNDATION
2 NESAQUAKE AVEPORT WASHINGTONNY11050PCSPONSOR VARIOUS FUNDRAISING EVENTS$28,000
SOUSA ELEMENTARY SCHOOL
101 SANDS POINT RDPORT WASHINGTONNY11050PCSPONSOR PROGRAM, REUSABLE BAGS FOR ENVIRO EVENT$7,000
SPECIAL OLYMPICS NEW YORK
560 BROADHOLLOW RD STE 106MELVILLENY11747PCSPONSOR PW POLAR PLUNGE FUNDRAISING EVENT$5,000
SPECTRUM DESIGNS
366 MAIN STPORT WASHINGTONNY11050PCSUPPORT ORGANIZATION THAT TRAINS/EMPLOYEES AUTISTIC TEENS$10,000
SPIRIT OF JOY LUTHERAN CHURCH
1801 ROUSE RDORLANDOFL32717PCSUPPORT CHURCH PROGRAMS$20,000
ST AIDAN SCHOOL
51 WILLIS AVEWILLISTON PARKNY11596PCSUPPORT SCHOOL PROGRAMS$5,000
ST JUDE CHILDREN HOSPITAL
501 ST JUDE PLMEMPHISTN38105PCSUPPORT HOSPITAL'S INITIATIVES$2,500
ST PAUL'S EPISCOPAL CHURCH
PO BOX 1133WELLSVT05774PCSUPPORT CHURCH PROGRAMS$10,000
ST PETER OF ALCANTARA
1321 PORT WASHINGTON BLVDPORT WASHINGTONNY11050PCSUPPORT CHURCH PROGRAMS$20,000
ST STEPHEN'S CHURCH
9 CARLTON AVEPORT WASHINGTONNY11050PCSUPPORT CHURCH PROGRAMS$10,000
SUNRISE DAY CAMPS ASSOCIATION
15 NEIL CTOCEANSIDENY11572PCSUPPORT SUNRISEWALKS, A CAMP FUNDRAISER$10,000
THE ART GUILD
200 PORT WASHINGTON BLVDMANHASSETNY11030PCSUPPORT RENOVATIONS, FUNDRAISERS, SPECIAL NEEDS ART CLASSES$20,000
THE DEROSA FOUNDATION
160 PLANDOME RDMANHASSETNY11030PCSUPPORT EFFORTS TO RAISE MONEY FOR COLON CANCER RESEARCH$25,000
THE ED FOUNDATION
PO BOX 909PORT WASHINGTONNY11050PCFUND SPECIAL PROGRAMMING IN PW SCHOOL DISTRICT$30,000
TOURNIQUET INC
PO BOX 333 WHITESTONE STATIONFLUSHINGNY11357PCFUND SERVICES FOR ABANDONED PETS$1,000
TWIN PINES CONSUMERS
382 MAIN STPORT WASHINGTONNY11050PCSUPPORT CHARITY THRIFT SHOP INITIATIVES$5,000
VETERANS OF FOREIGN
29 MOHEGAN AVEPORT WASHINGTONNY11050PCGENERAL SUPPORT & FUNDS TO BEGIN BUILDING RENOVATIONS$60,000
VICTORIA'S VICTORY FOUNDATION
20 PORTSMOUTH AVE 98STRATHAMNH03885PCSUPPORT EFFORTS BEHIND HELPING PEOPLE WITH SPECIAL NEEDS$15,000
VIKING SPORTS FOUNDATION
PO BOX 1555PORT WASHINGTONNY11050PCSUPPORT VARIOUS SCHOOL DISTRICT SPORTS$60,000
WHITESTONE ACADEMY
150-34 12TH AVEWHITESTONENY11357PCHELP FUND RENOVATIONS TO SCHOOL'S STEM LAB$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,865,500TotalGrantOrContriPdDurYrAmt
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$763ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$849,963ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$63,497ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$787,229ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$787,229TotalIncomeProducingActyAmt

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$18,565Amt
Net Investment Income$9,282NetInvestmentIncomeAmt
Disbursements Charitable Prps$9,283DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FACEBOOK INC COM CL A$998,680$1,169,925
INVESCO QQQ TR UNIT SER 1 ETF$9,110,672$16,696,952
ISHARES TIPS BD ETF$1,177,817$1,285,903
ISHARES MSCI EAFE ETF$1,118,298$1,280,581
ISHARES RUS 2000 VAL ETF$1,218,447$2,025,847
SPDR DOW JONES INDUSTRIAL AVE UT SER 1 ETF$8,101,200$10,731,258
SPDR S&P 500 TR UNIT ETF$9,279,708$13,915,656
SPDR SERIES TRUST PRTFLO S&P500 GW ETF$601,730$1,583,498
SPDR SERIES TRUST PRTFLO S&P500 VL ETF$571,201$1,123,342
VANGUARD SHORT TRM BOND ETF$1,138,291$1,146,592
VANGUARD WORLD FUNDS CONSUM DIS ETF$597,315$1,649,850
VANGUARD WORLD FUNDS INDUSTRIAL ETF$606,262$1,259,714
VANGUARD WORLD FUNDS INF TECH ETF$577,642$2,010,103

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$22,543LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$22,543DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDENDS RECEIVABLEDesc
BOY Book Value$69,990BOYBookValueAmt
EOY Book Value$52,320EOYBookValueAmt
EOYFMV$52,320EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NEW YORK ANNUAL FILING FEES$750$0$750
OTHER PROFESSIONAL$559$0$559
BANK FEES$119$119$0
PUBLIC RELATIONS$31,390$0$31,390

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryGRANTS ADMIN CONSULTANTSCategoryTxt
Amt$88,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$88,000DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN WITHHOLDING TAXESCategoryTxt
Amt$3,090Amt
Net Investment Income$3,090NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.