DEL VECCHIO FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
DEL VECCHIO FAMILY FOUNDATION (EIN 20-5156807)
Tax period
2023-04-01 to 2024-03-31
Filed
2026-05-06
IRS object ID
202621269349100112
Schema version
2023v6.0
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)
Return2026-05-06T07:24:33-05:00ReturnTs
Tax Period End2024-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN130436940PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANCHIN BLOCK & ANCHIN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13 TIMES SQUAREAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10036ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN205156807EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DEL VECCHIO FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDELVBusinessNameControlTxt
Phone2128403456PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CO ANCHIN - 3 TIMES SQUAREAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10036ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDEBRA DEL VECCHIOPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone2128403456PhoneNum
Signature2026-04-25SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLARRY FEIBELPreparerPersonNm
PTINP00446889PTIN
Phone2128403456PhoneNum
Preparation2026-04-30PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$36,472,890FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$219,174InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$219,174InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,116,513DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,116,513DividendsNetInvstIncmAmt
Net Rental Income Or Loss-$8,691NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$215,519NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,986,840GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$215,519CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,551,206TotalRevAndExpnssAmt
Total Net Invst Incm$1,551,206TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Expenses Rev And Expnss$371,542OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$371,517OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$25OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$371,542TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$371,517TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$25TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,684,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,684,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,056,042TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$371,517TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,684,525TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$504,836ExcessRevenueOverExpensesAmt
Net Investment Income$1,179,689NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$802,860CashBOYAmt
Cash EOY$452,179CashEOYAmt
Cash EOYFMV$452,179CashEOYFMVAmt
Corporate Stock BOY$29,077,629CorporateStockBOYAmt
Corporate Stock EOY$28,921,911CorporateStockEOYAmt
Corporate Stock EOYFMV$33,365,000CorporateStockEOYFMVAmt
Other Investments BOY$2,664,385OtherInvestmentsBOYAmt
Other Investments EOY$2,655,711OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,655,711OtherInvestmentsEOYFMVAmt
Total Assets BOY$32,544,874TotalAssetsBOYAmt
Total Assets EOY$32,029,801TotalAssetsEOYAmt
Total Assets EOYFMV$36,472,890TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$32,544,874RetainedEarningBOYAmt
Retained Earning EOY$32,029,801RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$32,544,874TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$32,029,801TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$32,544,874TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$32,029,801TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$32,544,874TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$504,836ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$32,040,038SubtotalAmt
Other Decreases$10,237OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$32,029,801TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MORGAN STANLEY #0019$2,217,612$1,871,014$346,598$346,598
MORGAN STANLEY #0019$2,251,786$2,400,307-$148,521-$148,521
MORGAN STANLEY #7551$517,442$500,000$17,442$17,442
FieldValueIRS element (for citing)
Capital Gain Net Income$215,519CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$16,398InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$16,398SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$16,398TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$20,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$20,000TotalPaymentsAndCreditsAmt
Es Penalty$978EsPenaltyAmt
Overpayment$2,624OverpaymentAmt
Applied To ES Tax$2,624AppliedToESTaxAmt
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 LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
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 BooksCO ANCHIN BLOCK ANCHIN LLPIndividualWithBooksNm
Phone2128403456PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13 TIMES SQUAREAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10036ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CLAUDIO DEL VECCHIO
C/O ANCHIN - 3 TIMES SQUARENEW YORKNY10036PRESIDENT20.00$0$0$0
DEBRA DEL VECCHIO
C/O ANCHIN - 3 TIMES SQUARENEW YORKNY10036SECT'Y/TREASURER/DIRECTOR20.00$0$0$0
MATTEO DEL VECCHIO
C/O ANCHIN - 3 TIMES SQUARENEW YORKNY10036DIRECTOR2.00$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$30,678,199AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$997,045AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$2,664,378FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$34,339,622TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$34,339,622AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$515,094CashDeemedCharitableAmt
Net Vl Noncharitable Assets$33,824,528NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,691,226MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,691,226MinimumInvestmentReturnAmt
Tax Based On Investment Income$16,398TaxBasedOnInvestmentIncomeAmt
Total Tax$16,398TotalTaxAmt
Distributable Before Adj$1,674,828DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,674,828DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,674,828DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,684,525ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,684,525QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,674,828DistributableAsAdjustedAmt
Undistributed Income PY$1,635,772UndistributedIncomePYAmt
Prior Year12022PriorYear1Yr
Total For Prior Years$17,113TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,684,525QualifyingDistributionsAmt
Applied To Year1$1,635,772AppliedToYear1Amt
Applied To Prior Years$17,113AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$31,640AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$1,643,188UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCLAUDIO DEL VECCHIOContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICA-ISRAEL CULTURAL FOUNDATION
178 COLUMBUS AVENUENEW YORKNY10023NONEPCGENERAL GRANT$65,000
BROOKE JACKMAN FOUNDATION
1302 ROYAL COURTNORTH HILLSNY11040NONEPCGENERAL GRANT$5,000
BRYANT UNIVERSITY
1150 DOUGLAS PIKESMITHFIELDRI02917NONEPCGENERAL GRANT$5,000
CATHOLIC FAITH NETWORK - LONG ISLAND
1200 GLENN CURTISS BLVDUNIONDALENY11553NONEPCGENERAL GRANT$277,500
COLD SPRING HARBOR LABORATORY
1 BUNGTOWN ROADCOLD SPRING HARBORNY11724NONEPCGENERAL GRANT$25,000
COLUMBIA UNIVERSITY
116TH AND BROADWAYNEW YORKNY10027NONEPCGENERAL GRANT$30,000
ELON UNIVERSITY
50 CAMPUS DRIVEELONNC27244NONEPCGENERAL GRANT$250,000
FRIENDS OF BOCCONI UNIVERSITY
555 MADISON AVENUENEW YORKNY10022NONEPCGENERAL GRANT$10,000
GRENVILLE BOYS & GIRLS CLUB
135 FOREST AVELOCUST VALLEYNY11560NONEPCGENERAL GRANT$10,000
LEADERSHIP ROUNDTABLE
1775 I STREET NW SUITE 1150WASHINGTONDC20006NONEPCGENERAL GRANT$10,000
MGA FOUNDATION
49 KNOLLWOOD ROADELMSFORDNY10523NONEPCGENERAL GRANT$5,000
NASSAU CO MUSEUM OF ART
ONE MUSEUM DRIVEROSLYNNY11576NONEPCGENERAL GRANT$10,000
NORTH SHORE LAND ALLIANCE
1395 PLANTING FIELDS RDOYSTER BAYNY11771NONEPCGENERAL GRANT$13,000
NORTHWELL CANCER INSTITUTE
1111 MARCUS AVENEW HYDE PARKNY11042NONEPCGENERAL GRANT$50,000
OLD WESTBURY GARDENS
71 OLD WESTBURY ROADOLD WESTBURYNY11568NONEPCGENERAL GRANT$2,500
OYSTER BAY BOYS AND GIRLS
1 PINE HOLLOW RDOYSTER BAYNY11771NONEPCGENERAL GRANT$10,000
OYSTER BAY MAIN STREET
19 SPRING STOYSTER BAYNY11771NONEPCGENERAL GRANT$5,000
PLANTING FIELDS FOUNDATION
PO BOX 58OYSTER BAYNY11771NONEPCGENERAL GRANT$10,000
PRESERVATION LONG ISLAND
161 MAIN STREETCOLD SPRING HARBORNY11724NONEPCGENERAL GRANT$5,000
PRESERVATION SOCIETY OF NEWPORT COUNTY
424 BELLEVUE AVENEWPORTRI02840NONEPCGENERAL GRANT$15,000
PROJECT MORRY
1 GATEWAY PLAZAPORT CHESTERNY10573NONEPCGENERAL GRANT$5,000
PROJECT SUNSHINE
211 EAST 43RD STREET SUITE 401NEW YORKNY10017NONEPCGENERAL GRANT$10,000
RAYNHAM HALL MUSEUM
30 W MAIN STOYSTER BAYNY11771NONEPCGENERAL GRANT$5,000
SAINT DOMINICS CHURCH
2517 N JOHN B DENNIS HWYKINGSPORTTN37660NONEPCGENERAL GRANT$5,000
SAINT FRANCIS HOSPITAL
100 PORT WASHINGTON BLVDROSLYNNY11576NONEPCGENERAL GRANT$500,000
THE INTERFAITH NUTRITION NETWORK INC
211 FULTON AVENUEHEMPSTEADNY11550NONEPCGENERAL GRANT$281,500
USGA FOUNDATION
77 LIBERTY CORNER ROADLIBERTY CORNERNJ07938NONEPCGENERAL GRANT$2,000
WOUNDED WARRIOR PROJECT
370 7TH AVENEW YORKNY10001NONEPCGENERAL GRANT$5,000
TOMORROWS HOPE FDN
PO BOX 9023ROCKVILLE CENTRENY115719023NONEPCGENERAL GRANT$5,000
QUEENS COLLEGE FDN
QUEENS COLLEGE FDNFLUSHINGNY11367NONEPCGENERAL GRANT$2,500
RONALD MCDONALD HOUSE CHARITIES INC
110 N CARPENTER STCHICAGOIL606072101NONEPCGENERAL GRANT$25,000
UNION UNITED METHOD
345 SCHOOL BELL ROADBEARDE19701NONEPCGENERAL GRANT$10,000
CATHOLIC CAMPUS MINISTRY
650 S GREENWOOD AVE POB 3616EASTONPA18045NONEPCGENERAL GRANT$3,000
TRI SIGMA FDN
225 N MUHLENBERG STREETWOODSTOCKVA226641424NONEPCGENERAL GRANT$2,500
HEARTS FOUNDATION INC
PO BOX 437BUFFALONY14223NONEPCGENERAL GRANT$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,684,500TotalGrantOrContriPdDurYrAmt
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$219,174ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,116,513ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Business531390BusinessCd
Unrelated Business Taxbl Incm-$8,691UnrelatedBusinessTaxblIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$215,519ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$8,691UnrelatedBusinessTaxblIncmAmt
Exclusion$1,551,206ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,542,515TotalIncomeProducingActyAmt

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

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionSEE ATTACHED ELECTION SIGNED BY THE VICE PRESIDENT OF THE ORGANIZATION.ElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
INVESTMENTS HELD IN INTERACTIVE BROKERS$10,249,260$12,993,153
INVESTMENTS HELD IN MS #110019$18,672,651$20,371,847

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
INVESTMENT IN EPIREAT COST$155,711$155,711
INVESTMENT IN ACUAMARKAT COST$2,500,000$2,500,000

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCOST BASIS ADJUSTMENTDesc
Amt$10,237Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADVISORY FEES$359,224$359,224$0
DELAWARE FILING FEES$25$0$25
MISCELLANEOUS$3,602$3,602$0
RENTAL LOSS$8,691$8,691$0

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