BETA

JEANINE HELLER FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
JEANINE HELLER FOUNDATION INC (EIN 81-0691564)
Tax period
2024-10-01 to 2025-09-30
Filed
2026-08-13
IRS object ID
202612259349100116
Schema version
2024v5.5
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)
Return2026-08-13T10:33:22-05:00ReturnTs
Tax Period End2025-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN812276003PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Hertz Herson CPA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1100 Quentin Roosevelt Blvd SuiteAddressLine1Txt
Address Line2206AddressLine2Txt
CityGarden CityCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11530ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN810691564EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE JEANINE HELLER FOUNDATION INCBusinessNameLine1Txt
Business Name Line2C/O WILLIAM A VOGELBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJEANBusinessNameControlTxt
Phone5164835800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1256 HAMILTON AVENUEAddressLine1Txt
CityWEST HEMPSTEADCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11552ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM A VOGELPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5164835800PhoneNum
Signature2026-08-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWilliam A VogelPreparerPersonNm
PTINP00209076PTIN
Phone2126867160PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$42,200,201FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$4,461,955ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$2,115InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,115InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$375,245DividendsRevAndExpnssAmt
Dividends Net Invst Incm$375,245DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$807,997NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,230,980GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$900,901CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$5,647,312TotalRevAndExpnssAmt
Total Net Invst Incm$1,278,261TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$16,981TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$796TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$796TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,784OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,784OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$19,561TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,580TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,679,120ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,679,120ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,698,681TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,681,700TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,948,631ExcessRevenueOverExpensesAmt
Net Investment Income$1,278,261NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$106,925CashBOYAmt
Cash EOY$353,132CashEOYAmt
Cash EOYFMV$353,132CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,753,556SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,043,631SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,043,631SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$5,396,851USGovernmentObligationsBOYAmt
US Government Obligations EOY$462,647USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$465,360USGovtObligationsEOYFMVAmt
Corporate Stock BOY$15,777,423CorporateStockBOYAmt
Corporate Stock EOY$19,191,031CorporateStockEOYAmt
Corporate Stock EOYFMV$34,315,873CorporateStockEOYFMVAmt
Corporate Bonds BOY$0CorporateBondsBOYAmt
Corporate Bonds EOY$3,354,560CorporateBondsEOYAmt
Corporate Bonds EOYFMV$3,438,449CorporateBondsEOYFMVAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Other Investments EOY$574,137OtherInvestmentsEOYAmt
Other Investments EOYFMV$583,756OtherInvestmentsEOYFMVAmt
Total Assets BOY$23,034,755TotalAssetsBOYAmt
Total Assets EOY$26,979,138TotalAssetsEOYAmt
Total Assets EOYFMV$42,200,201TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$23,034,755CapitalStockBOYAmt
Capital Stock EOY$26,979,138CapitalStockEOYAmt
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$23,034,755TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$26,979,138TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$23,034,755TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$26,979,138TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$23,034,755TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,948,631ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$26,983,386SubtotalAmt
Other Decreases$4,248OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$26,979,138TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)

How AcquiredHowAcquiredCdGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtPropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmt
P$0$0
P$0$0
P$180,532$180,5322000 NVIDIA2025-01-06$288,632$108,100
P$180,832$180,8322000 NVIDIA2025-01-06$288,932$108,100
P$194,872$194,8722000 NVIDIA2025-01-07$302,972$108,100
P$164,694$164,6942000 NVIDIA2025-02-18$272,794$108,100
P$128,173$128,1732000 NVIDIA2025-05-09$236,273$108,100
P$23,232$23,2321000 JOHNSON & JOHNSON2025-05-15$146,546$123,314
P-$23,534-$23,5341000 PEPSICO2025-05-15$127,940$151,474
P-$21,414-$21,4141000 PEPSICO2025-05-23$130,060$151,474
P-$40,379-$40,3793000 CHIPOTLE2025-07-10$166,356$206,735
P-$32,277-$32,2772000 CHIPOTLE2025-07-22$105,546$137,823
P$30,723$30,7231500.77 MERCK & CO INC2025-08-07$120,440$89,717
P-$21,447-$21,447ISHARES CURRENCY HEDGE2025-09-04$21,447
P$123,955$123,9552000 NVIDIA2025-02-18$272,835$148,880
P$87,301$87,3012000 NVIDIA2025-05-09$236,181$148,880
P-$40,025-$40,0251000 PEPSICO2025-05-15$127,920$167,945
P-$37,675-$37,6751000 PEPSICO2025-05-28$130,270$167,945
P$31,979$31,9793000 CHIPOTLE2025-07-10$166,335$134,356
P-$28,836-$28,8362000 CHIPOTLE2025-07-22$105,520$134,356
P$195$1957 AXON2025-07-14$5,428$5,233
FieldValueIRS element (for citing)
Capital Gain Net Income$900,901CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$17,768InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$17,768SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$17,768TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$41,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$41,000TotalPaymentsAndCreditsAmt
Es Penalty$937EsPenaltyAmt
Overpayment$22,295OverpaymentAmt
Applied To ES Tax$22,295AppliedToESTaxAmt
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 BooksWILLIAM A VOGEL CO CSV PCIndividualWithBooksNm
Phone5164835800PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line150 CHAS LINDBERGH BLVD SUITE 605AddressLine1Txt
CityUNIONDALECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11553ZIPCd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WILLIAM A VOGEL
256 HAMILTON AVENUEWEST HEMPSTEADNY11552PRESIDENT5.00$0$0$0
SONJA SANCHEZ GREGGERSEN
221 MADISON AVENUEFRANKLIN SQUARENY11010VICE-PRESIDENT2.00$0$0$0
SHAWN H VOGEL
256 HAMILTON AVENUEWEST HEMPSTEADNY11552SEC/TREAS3.00$0$0$0
LYNN A SULLIVAN
240 COLONY STREETWEST HEMPSTEADNY11552VICE-PRESIDENT2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
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$30,078,442AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,137,576AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$33,216,018TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$33,216,018AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$498,240CashDeemedCharitableAmt
Net Vl Noncharitable Assets$32,717,778NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,635,889MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,635,889MinimumInvestmentReturnAmt
Tax Based On Investment Income$17,768TaxBasedOnInvestmentIncomeAmt
Total Tax$17,768TotalTaxAmt
Distributable Before Adj$1,618,121DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,618,121DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,618,121DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,681,700ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,681,700QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,618,121DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$58,614ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$103,026ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$161,640TotalExcessDistributionCyovAmt
Qualifying Distributions$1,681,700QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,618,121AppliedToCurrentYearAmt
Remaining Distri From Corpus$63,579RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$225,219TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$225,219ExcessDistriCyovToNextYrAmt
Excess From Year3$58,614ExcessFromYear3Amt
Excess From Year1$103,026ExcessFromYear1Amt
Excess From Current Year$63,579ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (67 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCd
ACDS
4 FERN PLACEPLAINVIEWNY11803NONE501(C)(3)THE SUNSHINE FUND$50,000
ALASKA SEALIFE CENTER
301 RAILWAY AVENUE BOX 1329SEWARDAK99664NONE501(C)(3)GENERAL SUPPORT$10,000
ANIMAL HAVEN
200 CENTRE STNEW YORKNY10013NONE501(C)(3)GENERAL SUPPORT$25,000
BINGHAMTON UNIVERSITY FOUNDATION
PO BOX 6005BINGHAMPTONNY139026005NONE501(C)(3)HARPERS FERRY VOL AMBULANCE SERVICE$10,000
CAST
PO BOX 1566SOUTHOLDNY11971NONE501(C)(3)GENERAL SUPPORT$10,000
CAMP ALDERSGATE
2000 ALDERSGATELITTLE ROCKAK72205NONE501(C)(3)GENERAL SUPPORT$30,000
CAMP DUDLEY
126 CAMP DUDLEY RDWESTPORTNY12993NONE501(C)(3)GENERAL SUPPORT$20,000
CITIZENS CAMPAIGN FUND FOR THE ENVIRONMENT
225 MAIN STREET STE2FARMINGDALENY11735NONE501(C)(3)GENERAL SUPPORT$25,000
ERASE RACISM
6800 JERICHO TURNPIKESYOSSETNY117914401NONE501(C)(3)EDUCATION EQUITY PROGRAM$30,000
FIRST UNITED METHODIST CHURCH
73 VALLEY RIVER AVENUEMURPHYNC28906NONE501(C)(3)GENERAL SUPPORT$5,000
H FRANK CAREY HIGH SCHOOL
230 POPPY AVENUEFRANKLIN SQUARENY11010NONE501(C)(3)FM SCHOLARSHIP$3,000
HOSPICE OF WESTCHESTER
1025 WESTCHESTER AVENUE 200WHITE PLAINSNY10604NONE501(C)(3)GENERAL SUPPORT$20,000
IMAGINATION LIBRARY OF THE OUCHITAS
PO BOX 482MT IDAAZ71957NONE501(C)(3)GENERAL SUPPORT$10,000
KOINONIA-MARTIN LUTHER CAMP CORP
165 LAKEVIEW DRIVE ROADHIGHLAND LAKENY12743NONE501(C)(3)CAPITAL CAMPAIGN$50,000
KOINONIA-MARTIN LUTHER CAMP CORP
165 LAKEVIEW DRIVE ROADHIGHLAND LAKENY12743NONE501(C)(3)SUMMER CAMP PROGRAM$30,000
LITLE SHELTER ANIMAL RESCUE
33 WARNER ROADHUNTINGTONNY11743NONE501(C)(3)GENERAL SUPPORT$10,000
LONG ISLAND CARES
10 DAVIDS DRIVEHAUPPAUGENY117882039NONE501(C)(3)HARRY CHAPIN FOOD BANK$20,000
LONG ISLAND COUNCIL OF CHURCHES
230 HANSE AVENUEFREEPORTNY11520NONE501(C)(3)FOOD PANTRY$50,000
LUTHERAN DISASTER RESPONSE-ELCA GIFT PROCESSING CENTER
PO BOX 1809MERRIFIELDVA221168009NONE501(C)(3)DISASTER RELIEF-HURRICANE, FIRE, FLOOD RELIEF$180,000
LUTHERAN FAMILY & COMMUNITY SERVICES
311 UNIONDALE AVENUEUNIONDALENY11553NONE501(C)(3)NEW LIFE CENTER$40,000
MEALS ON WHEELS AMERICA
PO BOX 791568BALTIMOREMD212791568NONE501(C)(3)GENERAL SUPPORT$25,000
MOMMAS HOUSE
3100 HEMPSTEAD TPKELEVITTOWNNY11756NONE501(C)(3)GENERAL SUPPORT$30,000
NY CONFERENCE SCHOOL OF MINISTRY
PO BOX 487SYRACUSENY13209NONE501(C)(3)GENERAL SUPPORT$30,000
ODYSSEY TEEN CAMP
923 SAW MILL RIVER ROADARDSLEYNY10502NONE501(C)(3)GENERAL SUPPORT$50,000
PLANNED PARENTHOOD OF NASSAU COUNTY
540 FULTON AVENUEHEMPSTEADNY11550NONE501(C)(3)GENERAL SUPPORT$50,000
PRIDE FOR YOUTH NASSAU
2050 BELLMORE AVENUEBELLMORENY11710NONE501(C)(3)GENERAL SUPPORT$20,000
RACE TRACK CHAPLAINCY OF AMERICA
PO BOX 37191ELMONTNY11003NONE501(C)(3)PANTRY AND VOUCHER PROGRAM$75,000
RAINBOW RAILROAD
575 5TH AVENUE UNIT 18-139NEW YORKNY10017NONE501(C)(3)GENERAL SUPPORT$20,000
RONALD MCDONALD HOUSE NY
405 EAST 73RD STREETNEW YORKNY10021NONE501(C)(3)GENERAL SUPPORT$25,000
SEAFARERS INTERNATIONAL HOUSE
123 E 15TH STREETNEW YORKNY10003NONE501(C)(3)GENERAL SUPPORT$25,000
SOPHIA'S ANGELS KITCHEN
105 N RICHARD PRIOR PLACEPEORIAIL61605NONE501(C)(3)GENERAL PURPOSE$15,000
ST ANDREWS EVANGELICAL LUTHERAN CHURCH
54 NASSAU BOULEVARDWEST HEMPSTEADNY11552NONE501(C)(3)GENERAL SUPPORT$50,000
TAMASSEE DAR SCHOOL
1925 BUMGARDNER DRIVETAMASSEESC29686NONE501(C)(3)GENERAL PURPOSE$30,000
TRINITY REFORMED CHRUCH
909 NORTH LANDING ROADROCHESTERNY14625NONE501(C)(3)GENERAL PROGRAM SUPPORT$25,000
UNITED CHURCH OF ROCKVILLE CENTER
430 MORRIS AVENUEROCKVILLE CENTRENY11570NONE501(C)(3)GENERAL SUPPORT$50,000
WAYFINDER TRIBE
44 JERICHO TURNPIKEMINEOLANY11501NONE501(C)(3)GENERAL PURPOSE$15,000
WORLD CENTRAL KITCHEN
PO BOX 96538WASHINGTONDC20090NONE501(C)(3)GENERAL SUPPORT$50,000
WEST HEMPSTEAD UNION FREE SCHOOL DISTRICT
252 CHESTNUT STREETWEST HEMPSTEADNY11552NONE501(C)(3)SUPPORT OF MUSIC PROGRAM$30,000
ADELPHI UNIVERSITY
1 SOUTH AVENUE NEXUS 200 PO BOX 701GARDEN CITYNY11530NONE501(C)(3)SPEECH-LANGUAGE PATHOLOGY PROGRAM$25,000
WESTSIDE WALDORF SCHOOL
1439-41 15TH STREETSANTA MONICACA90404NONE501(C)(3)CALIFORNIA FIRE RELIEF$25,000
HILTON CENTRAL SCHOOLS
225 WEST AVENUEHILTONNY14468NONE501(C)(3)GENERAL SUPPORT$2,000
PASADENA WALDORF SCHOOL
536 EAST MENDOCINO STREETALTADENACA91011NONE501(C)(3)CALIFORNIA FIRE RELIEF$25,000
SOURP HAGOP ARMENIAN CHURCH
NONE501(C)(3)GENERAL SUPPORT$50,0003401 OLIVAR ASSELINMONTREALQCCA
THE TREVOR PROJECT
PO BOX 69232WEST HOLLYWOODCA90069NONE501(C)(3)GENERAL SUPPORT$40,000
H FRANK CAREY HIGH SCHOOL
230 POPPY AVENUEFRANKLIN SQUARENY10010NONE501(C)(3)MUSIC AND ART PROGRAMS$10,000
HOPE FOR FERTILITY
PO BOX 663PLEASANT GROVEUT84062NONE501(C)(3)GENERAL SUPPORT$10,000
ST JOHN INCARNATION LUTHERAN CHURCH
13 BLAKE AVENUELYNBROOKNY11563NONE501(C)(3)GENERAL SUPPORT$5,000
EVERTRUE LUTHERAN HILLSIDE VILLAGE
6901 NORTH GALENA RDPEORIAIL61614NONE501(C)(3)GENERAL SUPPORT$10,000
WOMEN'S CARE CENTER
2609 KNOXVILLE AVENUEPEORIAIL61604NONE501(C)(3)GENERAL SUPPORT$5,000
WHIP
1253 PEORIA STREETWASHINGTONIL61571NONE501(C)(3)GENERAL SUPPORT$5,000
METROPOLITAN ASSOCIATION OF UNITED CHURCH OF CHRIST
53 EAST MERRICK ROAD SUITE 361FREEPORTNY11520NONE501(C)(3)SCHOLARSHIP PROGRAM$25,000
WOUNDED WARRIORS OUTDOOR EVENT
668 RUDDY ROADCHASE MILLSNY13621NONE501(C)(3)CAMP SERENITY$15,000
GODS LOVE WE DELIVER
166 AVENUE OF THE AMERICASNEW YORKNY100131207NONE501(C)(3)GENERAL SUPPORT$15,000
UNITED LUTHERAN SEMINARY
61 SEMINARY RIDGEGETTYSBURGPA17325NONE501(C)(3)GENERAL SUPPORT$50,000
SHARON'S PANTRY INC
30 SEAMAN AVENUEROCKVILLE CENTRENY11570NONE501(C)(3)FOOD PANTRY$15,000
MARCH FOR OUR LIVES
PO BOX 65310WASHINGTONDC20035NONE501(C)(3)GENERAL SUPPORT$15,000
REWILD LONG ISLAND
69 FAIRVIEW AVENUEPORT WASHINGTONNY11050NONE501(C)(3)GENERAL SUPPORT$5,000
NATIONAL PARK FOUNDATION
1500 K STREET NW SUITE 700WASHINGTONDC20005NONE501(C)(3)GENERAL SUPPORT$10,000
THE HOCHSTEIN SCHOOL
50 NORTH PLYMOUTH AVENUEROCHESTERNY14614NONE501(C)(3)GENERAL SUPPORT$10,000
SOLES 4 SOULS
MSC 7545 PO BOX 415000NASHVILLETN372415000NONE501(C)(3)GENERAL SUPPORT$5,000
UNION OF CONCERNED SCIENTISTS
2 BRATTLE SQUARECAMBRIDGEMA02138NONE501(C)(3)GENERAL SUPPORT$10,000
FARMLINK PROJECT
PO BOX 744772LOS ANGELESCA900744772NONE501(C)(3)GENERAL SUPPORT$10,000
PRACTICAL RESOURCES FOR CHURCHES
109 UDALL ROADWEST ISLIPNY11795NONE501(C)(3)GENERAL SUPPORT$5,000
RESCUING FAMILIES
983 LEWISTON STREETFRANKLIN SQUARENY11010NONE501(C)(3)GENERAL SUPPORT$10,000
THE EXCEPTIONAL FOUNDATION
1616 OXMOOR ROADBIRMINGHAMAL35209NONE501(C)(3)GENERAL SUPPORT$10,000
EXPERIENCE CAMPS
136 MAIN STREET SUITE 206WESTPORTCT06880NONE501(C)(3)GENERAL SUPPORT$10,000
NFG LONG ISLAND CRISIS
2740 MARTIN AVENUEBELLMORENY11710NONE501(C)(3)GENERAL SUPPORT$4,120
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,679,120TotalGrantOrContriPdDurYrAmt
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$2,115ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$375,245ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$807,997ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,185,357ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,185,357TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1ESTATE OF JEANINE HELLERBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1256 HAMILTON AVENUEAddressLine1Txt
CityWEST HEMPSTEADCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11552ZIPCd
FieldValueIRS element (for citing)
Total Contributions$4,461,955TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertySECURITIESNoncashPropertyDesc
Fair Market Value$4,461,955FairMarketValueAmt
Received2025-08-07ReceivedDt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (19 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
100M KRAFT HEINZ FOODS 3.0% 6/1/26$93,993$99,174
100M GENL MOTORS FINL 4.0% 10/6/26$100,042$99,783
100M CITIGROUP INC 4.3% 11/20/26$100,212$100,165
250M CAPITAL ONE FINL 3.650% 5/11/27$241,659$248,043
200M AXA EQUITABLE HLDGS 4.350% 4/20/28$196,551$200,722
200M BK OF NY MELLON CORP 3.850% 4/28/28$198,229$200,416
200M SOUTHERN CAL EDISON NTS 4.2% 3/1/29$194,605$197,660
200M PRINCIPAL FINANCIAL GROUP 3.7% 5/15/29$188,833$196,170
200M BANK OF NOVA SCOTIA NTS 5.45% 8/1/29$203,168$208,782
200M JOHN DEERE CAPITAL CORP NTS 4.85% 10/11/29$198,037$206,228
200M DOMINION ENERGY GAS HLDG 3.0% 11/15/29$179,697$188,012
200M OHIO PWR CO NTS 2.6% 4/1/30$176,701$186,030
200M ALTRIA GROUP INC 3.4% 5/6/30$184,519$192,038
200M BANCO SANTANDER SA NTS 3.49% 5/28/30$189,823$192,460
225M BEST BUY CO INC. 1.95% 10/01/30$196,669$199,901
150M GOLDMAN SACHS GROUP INC 5.5% 1/31/31$150,840$150,126
150M CHARLES SCHWAB CORP 2.9% 3/3/32$197,108$200,567
200M SOUTHWEST GAS CORP NTS 4.05% 3/15/32$191,128$192,292
200M STANLEY BLACK & DECKER 3.0% 5/15/32$172,746$179,880

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (29 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
4000 ALPHABET INC CL A$437,491$974,200
4000 ALPHABET INC CL C$435,482$972,400
7000 AMAZON.COM INC$951,546$1,536,990
20000 APPLE INC$3,429,372$5,092,600
2000 CATERPILLAR INC$422,178$954,300
700 CIGNA CORP$221,106$201,775
32000 NVIDIA$2,055,740$5,970,560
7000 INVESCO QQQ TRUST$3,458,815$4,202,590
1000 INVESCO S&P 500 LOW$61,615$73,480
675 ISHARES GOLD EFT$20,473$49,120
178 ISHARES MSCI EAF MIN VOL$13,243$15,100
500 ISHARES MSCI USA QUALITY$52,453$97,250
37 ISHARES RUSSELL 2000$5,949$8,953
1304 VANGUARD FTSE DEVELOPED$55,824$78,136
1321 VANGUARD FTSE EMERGING MARK ETF$55,277$71,572
348 VANGUARD FTSE EUROPE$19,808$27,770
5000 VANGUARD S&P GROWTH ETF IV$1,768,530$2,177,300
1500 IBM$124,341$564,320
1000 WASTE MANAGEMENT$112,075$220,830
4000 BERKSHIRE HATHAWAY CL B$1,156,802$2,010,960
18,000 BROADCOM INC$1,830,669$5,938,380
4099 AMGEN INC.$983,908$1,270,022
1094 CHARLES SCHWAB CORP$43,570$104,427
66 SPDR S&P 500 ETF$15,750$43,968
203 VANGUARD DIVIDEND APPR$18,532$43,805
342 VANGUARD TOTAL STOCK$42,057$112,234
1000 HOME DEPOT$333,300$405,190
193 AXON$144,275$138,505
800 NETFLIX$920,850$959,136

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$462,647USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$465,360USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemFIDELITY ADVISOR STRATEGIC INC FUNDCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$574,137BookValueAmt
EOYFMV$583,756EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBOOK BASIS ADJUSTMENTDesc
Amt$4,248Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NYS FILING FEE$750$0$750
BANK CHARGES$160$0$160
COMPUTER EXPENSE$560$0$560
OTHER$314$0$314

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISECategoryTxt
Amt$16,981Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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