2025-02-03T16:06:34-05:00 2023-12-31 IR-2024-234/NY2024-08 CBIZ Advisors LLC 10 MELVILLE PARK RD MELVILLE NY 11747 990PF 2023-01-01 276985468 THE PETER AND JERI DEJANA FAMILY FOUNDATION C/O PETER DEJANA % THE FOUNDATION PETE 5164909349 30 SAGAMORE HILL DRIVE PORT WASHINGTON NY 11050 BARRY KNEPPER TREASURER 5164909349 2025-01-31 true true MARLA ESAN P00367254 6314144000 2025-01-31 2023 2025-03-06 01:10:19Z X 77395248 X 695000 774227 774227 1595985 2948518 1595985 3065212 2370212 24000 24000 583 0 0 583 105800 0 105800 68571 0 0 607 9541 405 9136 209102 405 0 139519 3102333 3102333 3311435 405 0 3241852 -246223 2369807 139653 389953 389953 219770 454284 454284 0 62843 0 0 33431357 32078824 74351011 695000 607 0 694393 2200000 10054 0 0 33863677 33617454 77395248 0 0 X 33863677 33617454 33863677 33617454 33863677 33617454 33863677 -246223 33617454 33617454 PUBLICLY TRADED SECURITIES - L/T COVERED P 2948518 1352533 1595985 1595985 1595985 32940 32940 32940 42606 0 40000 82606 87 49579 49579 false false false false false false false true true NY true false false false false true N/A THE FOUNDATION 5164909349 30 SAGMORE HILL DRIVE PORT WASHINGTON NY 11050 false false false false true false false true false false false false false false false false false false false false false PETER DEJANA DEC'D-5224 30 SAGAMORE HILL DRIVE PORT WASHINGTON NY 11050 TRUSTEE 3.0 0 0 0 JEAN MARIE POSNER 30 SAGAMORE HILL DRIVE PORT WASHINGTON NY 11050 SECRETARY 5.0 24000 0 0 ROSEMARY LANCI RESIGNED 042023 30 SAGAMORE HILL DRIVE PORT WASHINGTON NY 11050 TREASURER 5.0 0 0 0 GERALDINE DEJANA 30 SAGAMORE HILL DRIVE PORT WASHINGTON NY 11050 TRUSTEE 2.0 0 0 0 APRIL SCHWEBER 30 SAGAMORE HILL DRIVE PORT WASHINGTON NY 11050 TRUSTEE 5.0 0 0 0 TYLER SCHWEBER-DEJANA 30 SAGAMORE HILL DRIVE PORT WASHINGTON NY 11050 TRUSTEE 1.0 0 0 0 ROBERT MORAN JR 30 SAGAMORE HILL DRIVE PORT WASHINGTON NY 11050 TRUSTEE 1.0 0 0 0 RICHARD SHEAFER 30 SAGAMORE HILL DRIVE PORT WASHINGTON NY 11050 TRUSTEE 1.0 0 0 0 JOHN JANKOWSKI 30 SAGAMORE HILL DRIVE PORT WASHINGTON NY 11050 TRUSTEE 1.0 0 0 0 ANTOINETTE LEWIS 30 SAGAMORE HILL DRIVE PORT WASHINGTON NY 11050 TRUSTEE 1.0 0 0 0 WARWICK CAICOS CORP 150 JEFFERSON AVENUE MINEOLA NY 11501 PROFESSIONAL FEES 93800 66104726 981901 0 67086627 0 67086627 1006299 66080328 3304016 3304016 32940 32940 3271076 3271076 3271076 3241852 0 0 0 0 3241852 3271076 3240389 2021 2020 2019 3241852 3240389 1463 0 0 3269613 0 0 THE FOUNDATION -PROGRAM DETAIL 30 SAGMORE HILL DRIVE PORT WASHINGTON NY 11050 5167472000 RESUME, BIO, PROPOSED BUDGET, DESCRIPTION OF PROGRAM INCLUDING MISSION STATEMENT, IRS DETERMINATION LETTER, FORM 990 ALONG WITH THE CERTIFIED AUDIT OR REVIEW. NONE NONE SEE ATTACHMENT A 30 SAGMORE HILL DRIVE PORT WASHINGTON NY 11050 NONE PC SEE ATTACHMENT A 3102333 3102333 14 774227 18 1595985 2370212 2370212 false false false false false false false false false false X X 1 PETER DEJANA DECEASED 052024 30 SAGAMORE HILL DRIVE PORT WASHINGTON NY 11501 695000 X 1 25 SHORE RD, PORT WASHINGTON, NY-OFFICE BUILDING APPROX 3,370 SQ FEET- THE FUTURE HEADQUARTERS FOR T 2200000 2023-10-31 WARWICK CAICOS CORP PROFESSIONAL PHILANTHROPIC CONSULTING FDN HDQTR-25 SHORE 2023-10-31 142000 0 SL 39 607 META PLATFORMS INC 998680 2017572 INVSC QQQ TRUST 9374186 31538462 ISHARES RUS 2000 269559 455977 SPDR DOW JONES 7971669 13840675 SPDR S&P 500 9461230 20209764 SPDR S&P 500 GRWTH 601730 2458181 VANGUARD CONSUMER 597315 2651793 ARK ETF TR INNOVATION ETF 2804455 1178587 FDN HDQTR-25 SHORE 142000 607 141393 LEGAL FEES 583 0 583 DIVIDENDS RECEIVABLE 10054 0 0 INTEREST EXPENSE 285 285 0 BANK FEES 120 120 0 MEALS & ENTERTAINMENT 90 0 90 TRAVEL 2860 0 2860 INSURANCE 3809 0 3809 GRAPHIC DESIGN 2153 0 2153 MISC. EXPENSES 224 0 224 GRANTS ADMIN CONSULTANTS 12000 0 12000 PHILANTHROPIC GRANTS CONSULTAN 93800 0 93800 FEDERAL EXCISE TAXES 68571 0 0