2023-11-15T15:53:25-06:00 2022-12-31 475654886 BOND & ASSOCIATES LTD 22 S HOLMDEL ROAD HOLMDEL NJ 07733 990PF 2022-01-01 813941360 THE JOE NAMATH CHARITABLE FOUNDATION JOEN 2126886310 300 E 51ST STREET 7D NEW YORK NY 10022 JOSEPH BLANEY PRESIDENT 2126886310 2023-11-15 1 JOSEPH BLANEY 999009999 0 STEVEN BOND P00631012 7323321111 2023-11-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 2090212 X 1885666 21 21 20913 20913 -13516 128270 0 1893084 20934 0 438027 0 0 438027 57237 0 0 57237 346 0 0 346 24500 0 0 24500 6058 6058 0 0 29 0 0 0 14705 0 0 14075 70958 0 0 70958 691703 0 0 691703 1303563 6058 0 1296846 121000 121000 1424563 6058 0 1417846 468521 14876 0 916023 801943 801943 931812 148136 148136 160000 7500 160000 160000 3132 26161 26161 0 542988 542988 0 410984 410984 1858467 2090212 2090212 10000 6286 13000 13000 82500 59375 0 164875 19286 X 0 0 0 0 1693592 2070926 1693592 2070926 1858467 2090212 1693592 468521 0 2162113 91187 2070926 PUBIICLY TRADED SECURITIES P 128135 141786 -13651 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945578 3637124 1417846 0 0 0 95751 1322095 0 0 4959219 0 0 0 0 0 30000 0 4929219 694121 1399330 568095 945578 1322095 X ANTHONY RIZZO FOUNDATION 6574 N STATE ROAD 7 BOX 201 COCONUT CREEK FL 33073 N/A PC GENERAL OPERATING PURPOSES 6000 BEAVER FALLS REUNION COMMITTEE PO BOX 234 BEAVER FALLS PA 15010 N/A PC ASSITING CHILDREN & COMMUNITIES 6000 BUTTERFLIES FROM JODIE 33 FERN STREET NEW ROCHELLE NY 10801 N/A PC GENERAL OPERATING PURPOSES 6000 DUNBAR LEARNING CENTER 12100 SE LANTANA AVENUE HOBE SOUND MARTIN COUNTY FL 33455 N/A PC ASSITING CHILDREN & COMMUNITIES 25000 FAMILIAL DYSAUTONOMIA FOUNDATION 315 WEST 39TH STREET SUITE 701 NEW YORK NY 10018 N/A PC TO FUND RESEARCH AND SUPPORT PEOPLE LIVING WITH FD 6000 HANNAHS HOME OF SOUTH FLORIDA PO BOX 4512 TEQUESTA FL 33469 N/A PC HELPING FAMILIES 6000 KENNEDY'S KIDS FOUNDATION 1205 NE 95TH STREET MIAMI FL 33138 N/A PC ASSISTING PEOPLE & COMMUNITIES AFFECTED BY MENTAL ILLNESS 6000 MARTY LYONS FOUNDATION 354 VETERANS MEMORIAL HIGHWAY COMMACK NY 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M KOGAN CONSULTING INC 3822 RIVER ROAD POINT PLEASANT NJ 08742 15000 X 4 PHILIP H MORSE 218 LOCHA DRIVE JUPITER FL 33458 10000 X 5 DESIMONE ENGINEERING GROUP LLC 140 BROADWAY 25TH FLOOR NEW YORK NY 10005 5000 X 6 MICHAEL KLEIN FOUNDATION C/O FORSHTAY 711 1/2 N IRENA AVENUE REDONDO BEACH CA 90277 10000 X 7 SPENCER J MERINOFF 9900 W BORADVIEW DRIVE BAY HARBOR ISLANDS FL 33154 77000 X 8 CHARLES SIMON 528 BALD EAGLE DRIVE JUPITER FL 33477 10000 X 9 BRIAN TREMATORE PLUMBING & HEATING INC 5 DANIEL ROAD FAIRFIELD NJ 07004 10000 X 10 CARSONS OF STUART INC 2883 SE OCEAN BLVD STUART FL 34996 15000 X 11 FIFTH GENERATION 1406 SMITH ROAD AUSTIN TX 78721 15000 X 12 ALLAN PASCHOW 99 POWERHOUSE ROAD SUITE 306 ROSYLN HEIGHTS NY 11577 78000 X 13 NEW YORK CITY DISTRICT 395 HUDSON STREET NEW YORK NY 10014 25000 X 14 COMPLEX COVERAGE INC 7 HIGH STREET SUITE 408 HUNTINGTON NY 11743 38000 X 15 JERSEY MIKE'S CORPORATE ADVERTISING FUND 2251 LANDMARK PLACE MANSQUAN NJ 08736 133000 X 16 STEVEN NAPOLITANO 50 CHARLES LINDBERGH BLVD UNIONDALE NY 11553 25000 X 17 NEW YORK JETS LLC 1 JETS DRIVE FLORHAM NJ 07932 15000 X 18 FRED O'MEALLY 69 LAWERENCE LANE BAYSHORE NY 11706 9500 X 19 THE WINIFRED & WILLIAM O'REILLY FOUNDATION 380 LEXINGTON AVENUE 31ST FLOOR NEW YORK NY 10168 10000 X 20 KENNETH JMATTSON PO BOX 56 BELMAR NJ 07719 5000 X 21 JANNEY 1001 FRANKLIN AVENUE 202 GARDEN CITY NY 11530 18000 X 22 TIM PETRO 6 BALTUSROL COURT SHOAL CREEK AL 35242 38500 X 23 INTERNATIONAL ASSETS ADVISORY LLC 390 NORTH ORANGE AVENUE SUITE 750 ORLANDO FL 32801 45000 X 24 BDO USA LLP 100 PARK AVENUE NEW YORK NY 10017 15000 X 25 PATRICK MAAS 2 BLUEBERRY COURT QUOGUE NY 11959 14500 X 26 ROBERT MORRIS 18842 POINT DRIVE JUPITER FL 33469 15400 X 27 CBRE 6055 PRIMACY PARKWAY SUITE 300 MEMPHIS TN 38119 30000 X 28 NATIONAL EQUIPMENT DEALERS LLC 215 WOODSIDE DRIVE LEXINGTON NC 27292 25000 X 29 GARY LUCKACHINSKI PO BOX 155 675 PECONIC BAY BLVD SOUTH JAMESPORT NY 11970 15000 X 30 JHM ADJUSTMENT LLC 90 WEST MAIN STREET PATCHOGUE NY 11772 8000 X 31 MARY LOUISE WILSON 1785 BREAKWATER ROAD MATITUCK NY 11952 20000 X 32 NORTHWELL HEALTH PO BOX 11040 NEW HYDE PARK NY 11040 15000 X 33 BLACK DIAMOND REALTY 380 N BROADWAY 430 JERICHO NY 11753 7500 X 34 ALDERMAN & COMPANY LLP 175 BROADHOLLOW ROAD SUITE 250 MELVILLE NY 11747 7500 X 35 DANIEL RICCIARDI 178 STATE STREET BROOKLYN NY 11201 9000 X 36 HARBOR SEAFOOD INC 969 LAKEVILLE ROAD NEW HYDE PARK NY 11040 17000 X 37 JAY BERNHARDT 495 HARVEST LANE LIVERPOOL NY 13088 5000 X 38 OCEAN HARBOR CASUALTY INSURANCE CO ONE PENN PLAZA SUITE 4612 NEW YORK NY 10119 27500 X 39 THE LOUIS J MODICA MARTIAL TRUST 85 W MAIN STREET SUITE 301 BAYSHORE NY 11706 85000 X 40 SIGNATURE RETAL SOLUTIONS 7668 GOLDEN TRIANGLE DRIVE EDEN PRAIRE NM 55375 15000 X 41 US SMALL BUSINSS ADMINSTRATION 409 3RD STREET SW WASHINGTON DC 20416 59375 X 42 CHARLES MODICA 8985 SE BRIDGE ROAD HOBE SOUND FL 33455 46250 X 43 JHMFS NATIONAL MEDIA 2251 LANDMARK PLACE MANSQUAN NJ 08736 105000 X 44 PROMEDIA INC 13499 BISCAYNE BLVD TOWER SUITES MIAMI FL 33181 30000 X 45 ELAINE POZYCKI 279 CENTRAL PARK W APT 21 NEW YORK NY 10024 25000 X 46 DEBRA MAAS PO BOX 1713 QUOGUE NY 11959 15000 X 47 PERRY J COHEN FOUNDATION INC 4 BAY HARBOR ROAD TEQUESTA FL 33469 10000 X 48 ARENTOFF SCHIFF LLP 233 SOUTH WACKER DRIVE SUITE 7100 CHICAGO IL 60606 15000 X 49 JVR ELECTRIC INC 160 GARY WAY RONKONKOMA NY 11779 5000 X 50 LIONEL VICKAR 112 S TRYON ST UNIT 200 CHARLOTTE NC 28284 12500 X 51 AMTRUST TITLE 500 SUPERIOR AVENUE 21ST FLOOR CLEVELAND OH 44114 63000 X 52 ASTROS FOUNDATION 501 CRAWFORD SUITE 500 HOUSTON TX 77002 25000 X 53 ARMANDO GUTIERREZ 300 EATST 51ST STREET NEW YORK NY 10022 5000 X 54 BRUCE FERRIS 19141 WATERWAY ROAD JUPITER FL 33469 25100 X 55 HC MANAGEMENT LLC 758 N US HWY 1 TEQUESTA FL 33469 25000 X 56 CREDEX CORPORATION 1881 GENERAL GEORGE PATTON DRIVE FRANKLIN TN 37067 15000 X 57 DIVE BAR RESTURANT LLC 318 SOUTH HIGHWAY ONE SUITE 106 JUPITER FL 33477 15000 X 58 KENNETH KOTOWICZ 9776 RUNNING BROOK LANE LOVELAND CO 80538 18600 X 59 HERITAGE FAMILY HOLDINGS 875 N ALAFAYA TRL ORLANDO FL 32828 15000 X 60 LT GENERAL RICHARD NEWTON 3000 S HIGHWAY A1A UNIT 601 JUPITER FL 33477 10000 X 61 LESSINGS HOSPITLAITY GROUP 21 ELDER ROAD ISLIP NY 11751 15000 X 62 ED COFRANCESCO 111 NORTH ORANGE AVENUE ORLANDO FL 32801 18500 X 63 DOUG WEIGHT 211 MAIN STREET SAN FRANCISCO CA 94105 7500 X 64 MICHAEL WEBER 173 S WINDSOR AVENUE BRIGHTWATERS NY 11718 20250 X 65 MICHAEL EIGEN 3001 W 12TH AVENUE HIALEAH FL 33012 5800 X 66 SADIE MILLARD 10530 BOARDWALK LOOP LAKEWOOD RANCH FL 34202 10000 X 67 SKK LLC 53 STATE STREET 23RD FL BOSTON MA 02109 25000 X 68 STEVE LEE MD 300 EATST 51ST STREET NEW YORK NY 10022 10000 X 69 WILLIAM GILBANE JR 1950 RINGLING BLVD SUITE 301 SARASOTA FL 34236 15000 X 70 WILLIAM LOEHNING 600 S US HIGHWAY 1 JUPITER FL 33477 15000 X ACCOUNTING FEES 24500 0 0 24500 PART XIII UNDISTRIBUTED INCOME - LINE 7LINE 7 CONSISTS OF THE SUM OF THE FOLLOWING TWO ITEMS:THE JOE NAMATH CHARITABLE FOUNDATION RECEIVED CONTRIBUTIONS FROM OTHER PRIVATE FOUNDATIONS WHICH IT EXPENSED OR REDISTRIBUTED. IN ACCORDANCE WITH IRS REG. 53-4942(A)-3(D) THE FOUNDATION IS ELECTING TO TREAT THE $30,000 NOT AS A QUALIFYING DISTRIBUTION BUT AS A DISTRIBUTION OUT OF CORPUS.PURSUANT TO REG. 53.4942(A)-3(C)(2)(IV), THE FOUNDATION HEREBY ELECTS TO TREAT, AS A CURRENT CORPUS DISTRIBUTION, THE FOLLOWING UNUSED PRIOR TAX YEARS' DISTRIBUTIONS THAT WERE TREATED AS CORPUS DISTRIBUTIONS UNDER REG. 53.4942(A)-3(D)(1)(III) IN SUCH PRIOR TAX YEARS:TAX YEAR AMOUNT 2022 $30,000 MORGAN STANLEY 410984 410984 MORGAN STANLEY 542988 542988 LEGAL FEES 346 0 0 346 UNREALIZED GAIN ON INVESTMENTS 91187 INSURANCE 5330 0 0 5330 FILING FEES 336 0 0 336 ADVERTISING 4000 0 0 4000 APPAREL/TROPHIES 148156 0 0 148156 PAYROLL PROCESSING FEES 1810 0 0 1810 PRINTING & FRAMING 31612 0 0 31612 PRODUCTION DESIGN 4150 0 0 4150 WEBSITE EXPENSES 587 0 0 587 GOLF OUTINGS 400770 0 0 400770 OFFICE EXPENSES 1978 0 0 1978 POSTAGE EXPENSE 5830 0 0 5830 STORAGE EXPENSE 4226 0 0 4226 EVENT EXPENSE 71817 0 0 71817 CREDIT CARD FEES 6064 0 0 6064 UTILITIES EXPENSE 1929 0 0 1929 DUES EXPENSE 2934 0 0 2934 COMPUTER EXPENSE 174 0 0 174 PAYCHECK PROTECTION PROGRAM 59375 0 ADVISORY FEES 6058 6058 0 0 MARION MODICA 133 OCEAN AVENUE BAYSHORE NY 11706 NORTHWELL HEALTH 2000 MARCUS AVENUE NEW HYDE PARK NY 11042 SPENCER MERINOFF 9900 W BROADVIEW DRIVE BAY HARBOR ISLANDS FL 33154 COMPLEX COVERAGE INC 7 HIGH STREET SUITE 408 HUNINGTON NY 11743 KERRY AND SIMONE VICKAR FOUNDATION 112 S TRYON STREET SUITE 200 CHARLOTTE NC 28284 AMTRUST TITLE 600 SUPERIOR AVENUE CLEVELAND OH 44114 CHARLES MODICA 6985 SE BRIDGE ROAD HOBE SOUND FL 33455 HABOR SEAFOOD 969 LAKEVILLE ROAD NEW HYDE PARK NY 11040 JANNEY 1001 FRANKLIN AVENUE 202 GARDEN CITY NY 11530 JERSEY MIKES CORPORATE 115 SOUTH SERVICE ROAD MANASQUAN NJ 08736 MICHAEL KOGAN 3822 RIVER ROAD POINT PLEASANT NJ 08742 ALLAN PASCHOW 3330 PARK AVENUE WANTAGH NY 11793 EXCISE TAX 29 0 0 0