MARION O & MAXIMILIAN E HOFFMAN FDN: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MARION O & MAXIMILIAN E HOFFMAN FDN (EIN 11-2697957)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-15
- IRS object ID
- 202621359349103272
- Schema version
- 2024v5.2
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers Frm Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T12:38:53-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1411 BROADWAY 9TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 112697957 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Marion & Maximilian Hoffman | BusinessNameLine1Txt |
| Business Name Line2 | Foundation Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % WITHUMSMITHBROWN PC | InCareOfNm |
| Business Name Control | MARI | BusinessNameControlTxt |
| Phone | 5166244955 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 130 6000 Northern Blvd | AddressLine1Txt |
| City | East Norwich | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11732 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | URSULA NIARAKIS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5166244955 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALFRED LAROSA CPA | PreparerPersonNm |
| PTIN | P00103808 | PTIN |
| Phone | 2127519100 | PhoneNum |
| Preparation | 2026-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $36,055,923 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $546,301 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $546,301 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,487,551 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,862,139 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,487,551 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $117,914 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $114,446 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,151,766 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,148,298 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $153,618 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $15,362 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $138,256 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $30,000 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $3,000 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $27,000 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $623 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $623 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $54,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,650 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $40,950 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $187,705 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $169,590 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $18,115 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16,629 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,628 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,663 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,663 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $875 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $100 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $775 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $451,713 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $201,703 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $235,010 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,360,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,360,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,811,713 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $201,703 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,595,010 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $340,053 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,946,595 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $311,453 | CashBOYAmt |
| Cash EOY | $635,698 | CashEOYAmt |
| Cash EOYFMV | $635,698 | CashEOYFMVAmt |
| US Government Obligations BOY | $1,941,659 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,464,733 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,429,230 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $7,902,550 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,991,113 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,303,470 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,522,100 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,635,768 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,689,503 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $7,716,310 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,006,813 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $16,998,022 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $20,394,072 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,734,125 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $36,055,923 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $20,394,072 | CapitalStockBOYAmt |
| Capital Stock EOY | $20,734,125 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,394,072 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,734,125 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,394,072 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,734,125 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,394,072 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $340,053 | ExcessRevenueOverExpensesAmt |
| Subtotal | $20,734,125 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $20,734,125 | 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 |
|---|---|---|---|---|---|
| FIDUCIARY TRUST INTERNATIONAL X2608 - ST GAIN/LOSS | P | $442,404 | $473,411 | -$31,007 | -$31,007 |
| FIDUCIARY TRUST INTERNATIONAL X2608 - LT GAIN/LOSS | P | $1,287,906 | $683,528 | $604,378 | $604,378 |
| CHARLES SCHWAB - LT GAIN/LOSS | P | $5,131,829 | $4,217,649 | $914,180 | $914,180 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,487,551 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $27,058 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $27,058 | SubtotalAmt |
| Tax Based On Investment Income | $27,058 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $23,352 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $37,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $60,852 | TotalPaymentsAndCreditsAmt |
| Overpayment | $33,794 | OverpaymentAmt |
| Applied To ES Tax | $33,794 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWN PC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2127519100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1411 BROADWAY 9TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (true) | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| URSULA C NIARAKIS | ||||||||
| 55 Piping Rock Road | Upper Brookville | NY | 11545 | PRESIDENT | 0 | $153,618 | $30,000 | $0 |
| MARGARETA JACKEL | ||||||||
| c/o Ursula Niarakis55 Piping Rock | Upper Brookville | NY | 11545 | DIRECTOR | 0 | $0 | $0 | $0 |
| LISA A LOLIS | ||||||||
| PO BOX 130 6000 NORTHERN BLVD | EAST NORWICH | NY | 11732 | DIRECTOR | 0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WITHUMSMITH&BROWN PC | |||||
| 1411 BROADWAY FL 9 | NEW YORK | NY | 10018 | ACCOUNTING & TAX | $124,275 |
| Charles Schwab | |||||
| 717 5TH AVE 17 | NEW YORK | NY | 10022 | investment mgmt | $129,526 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $21,182,008 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $365,880 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $15,123,397 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $36,671,285 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $36,671,285 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $550,069 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $36,121,216 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,806,061 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,806,061 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $27,058 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $27,058 | TotalTaxAmt |
| Distributable Before Adj | $1,779,003 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,779,003 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,779,003 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,595,010 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,595,010 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,779,003 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,492,357 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,595,010 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,492,357 | AppliedToYear1Amt |
| Applied To Current Year | $102,653 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $1,676,350 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FRIENDS OF HEMPSTEAD PLAINS | |||||||
| NASSAU COMMUNITY COLLEGE DPT OF BIO | GARDEN CITY | NY | 11530 | N/A | PC | UNRESTRICTED | $10,000 |
| The Caumsett Foundation Inc | |||||||
| 25 Lloyd Harbor Road | Lloyd Harbor | NY | 11743 | N/A | PC | UNRESTRICTED | $100,000 |
| Tunnel to Towers | |||||||
| 2361 Hylan Boulevard | Staten Island | NY | 10306 | N/A | PC | UNRESTRICTED | $30,000 |
| RENAISSANCE RESCUE INC | |||||||
| 2263 KNOB LICK ROAD | FARMINGTON | MO | 63640 | N/A | PC | UNRESTRICTED | $50,000 |
| SPLASHES OF HOPE | |||||||
| 101 BROWNS ROAD | HUNTINGTON | NY | 11743 | N/A | PC | UNRESTRICTED | $35,000 |
| East Norwich Volunteer Fire Company | |||||||
| 900 Oyster Bay Rd | East Norwich | NY | 11732 | N/A | PC | Unrestricted | $50,000 |
| City Meals on Wheels | |||||||
| 355 Lexington Avenue | New York | NY | 10017 | N/A | PC | Unrestricted | $35,000 |
| Island Harvest | |||||||
| 126 Spagnoli Rd | Melville | NY | 11747 | N/A | PC | Unrestricted | $25,000 |
| Life Enrichment Center at Oyster Bay | |||||||
| 45 east main street | oyster bay | NY | 11771 | N/A | PC | Unrestricted | $30,000 |
| Long Island Cares | |||||||
| 10 Davids Drive | Hauppauge | NY | 117882039 | N/A | PC | Unrestricted | $35,000 |
| Long Island Children's Museum | |||||||
| 11 Davis Avenue | Garden City | NY | 11530 | N/A | PC | Unrestricted | $30,000 |
| Long Island state Veterans Home | |||||||
| 100 Patriots Rd | Stony Brook | NY | 11790 | N/A | PC | Unrestricted | $25,000 |
| St Jude Childrens Research Hospital | |||||||
| 262 Danny Thomas Place | Memphis | TN | 38105 | N/A | PC | Unrestricted | $50,000 |
| The Interfaith Nutrition Network Inc DBA The INN | |||||||
| 211 Fulton Avenue | Hempstead | NY | 11550 | N/A | PC | Unrestricted | $30,000 |
| Veteran's of Foreign Wars | |||||||
| 406 West 34th Street | Kansas City | MO | 64111 | N/A | PC | Unrestricted | $30,000 |
| Wildlife Center of Long Island | |||||||
| PO Box 484 | Huntington | NY | 11743 | N/A | PC | Unrestricted | $50,000 |
| Theodore Roosvelt Sanctuary & Audubon Center | |||||||
| 134 Cove Rd | Oyster Bay | NY | 11771 | N/A | PC | GENERAL SUPPORT | $10,000 |
| Collaboration Education Inc | |||||||
| 4 Highland Avenue | Sea Cliff | NY | 11579 | N/A | PC | GENERAL SUPPORT | $30,000 |
| The WaterFront Center | |||||||
| 1 West End Avenue | Oyster Bay | NY | 11771 | N/A | PC | GENERAL SUPPORT | $5,000 |
| Hoffman Center | |||||||
| 6000 NORTHERN BOULEVARD | East Norwich | NY | 11732 | N/A | PC | GENERAL SUPPORT | $700,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,360,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $546,301 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $3,468 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $114,446 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,487,551 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $3,468 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,148,298 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,151,766 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WITHUMSMITH+BROWN, PC | CategoryTxt |
| Amt | $54,600 | Amt |
| Net Investment Income | $13,650 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $40,950 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS - SCHWAB | BondNm |
| EOY Book Value | $3,635,768 | EOYBookValueAmt |
| EOYFMV | $3,689,503 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK - FIDUCIARY | $1,317,327 | $2,502,049 |
| CORPORATE STOCK - SCHWAB | $3,119,339 | $7,998,001 |
| GNMA / FNMA - FIDUCIARY | $39,386 | $39,931 |
| GNMA / FNMA - SCHWAB | $4,071 | $4,061 |
| MUTUAL FUNDS - FICUCIARY | $333,603 | $508,433 |
| MUTUAL FUNDS - SCHWAB | $2,177,387 | $2,250,995 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,464,733 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,429,230 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN HOFLAND CORP. | AT COST | $6,420,429 | $15,123,397 |
| INVESTMENTS IN LIMITED LIABILI | AT COST | $1,586,384 | $1,874,625 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $623 | LegalFeesAmt |
| Disbursements Charitable Prps | $623 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $100 | $100 | |
| INSURANCE | $399 | $399 | |
| POSTAGE | $376 | $376 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PARTNERSHIP INCOME | $117,914 | $117,914 |
| UBTI ADDBACK | -$3,468 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INV. ADV. FEES- CHARLES SCHWAB | $129,526 | $129,526 | |
| INV. ADVISORY FEES - FIDUCIARY | $34,026 | $34,026 | |
| CONSULTING FEES | $24,153 | $6,038 | $18,115 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES - SUI TAX | $15 | $1 | $14 |
| TAXES - STATE FILING FEES | $1,614 | $1,614 | |
| TAXES - IRS | $15,000 |
Transfers Frm Controlled Entities TransfersFrmControlledEntities
Transfers From Controlled Ent TransfersFromControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOFLAND CORPORATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6000 NORTHERN BLVD | AddressLine1Txt |
| City | EAST NORWICH | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11732 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222106349 | EIN |
| Desc | ANNUAL TRANSFER | Desc |
| Amt | $172,589 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,589 | TotalAmt |
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