2024-06-06T14:53:11-04:00 2023-12-31 112459188 CULLEN & DANOWSKI LLP 1650 ROUTE 112 PORT JEFFERSON STA NY 117763060 990PF 2023-01-01 133354308 ROBERT DAVID LION GARDINER FOUNDATION INC ROBE 6315943990 30 W MAIN ST SUITE 309 RIVERHEAD NY 11901 KATHRYN M CURRAN EXECUTIVE DIRECTOR 6315943990 2024-05-30 KATHRYN CURRAN XXX-XX-XXXX true JAMES DANOWSKI CPA P00036673 6314733400 2024-06-06 2023 2023-04-26 12:10:37Z X 99602674 X X 853601 853601 853601 1300322 1300322 1300322 -225121 36075268 839 2343 2343 1931145 2154762 2156266 478580 478580 137507 137507 54909 54909 6608 6608 22055 10000 12055 601260 601260 601260 1500 1500 13672 68249 68249 37910 37910 250 250 38168 38168 1460668 611260 601260 835736 3955695 3955695 5416363 611260 601260 4791431 -3485218 1543502 1555006 85 26 26 3479252 3994933 3994933 11742397 14635772 14657389 52563557 40756001 73339530 2631471 7555219 7610796 42295 15733 36969 26562 70453731 66968513 99602674 0 X 70453731 66968513 70453731 66968513 70453731 66968513 70453731 -3485218 66968513 66968513 839 21455 21455 21455 69252 69252 47797 47797 false false false false false false false true true NY true false false false false true WWW.RDLGFOUNDATION.ORG KATHY M CURRAN 6315943990 30 WEST MAIN ST SUITE 309 RIVERHEAD NY 11901 false false false false true false false false false false false false false false false false false false false false false false JOSEPH ATTONITO 16 BAYVIEW TERRACE TEQUESTA FL 33469 TRUSTEE/DIRE 1.00 40000 0 0 ROBERT WATKINS 48 ANTGUA COURT CORONADO CA 92118 VICE PRES./D 1.00 40000 0 0 KATHRYN M CURRAN 59 TYLER DRIVE RIVERHEAD NY 11901 EXECUTIVE DI 40.00 203580 0 0 LYNNE C NOWICK 41 KING ARTHURS CT SAINT JAMES NY 11780 TREASURER/SE 1.00 90000 0 0 JENNIFER ATTONITO 940 NW 6TH AVENUE BOCA RATON FL 33431 TRUSTEE/CHAI 3.00 65000 0 0 JUSTICE PETER FOX COHALAN 45 SUNSET DRIVE SAYVILLE NY 11782 TRUSTEE/DIRE 1.00 40000 0 0 TERRY TIRADO 1 STONY HOLLOW DRIVE RIDGE NY 11961 ADMINISTRATI 40.00 137507 NONE THE FOUNDATION'S DIRECT CHARITABLE ACTIVITIES CONSIST OF PROVIDING FOR SCHOLARSHIPS AND DONATIONS TO EDUCATIONAL FACILITIES & OTHER CHARITABLE ORGANIZATIONS TO EDUCATE AND PRESERVE THE HISTORY AND HISTORICAL ARTIFACTS OF LONG ISLAND, NEW YORK. THE FOUNDATION'S PURPOSE ALSO INCLUDES EDUCATION AND INFORMATION TO THE GENERAL PUBLIC IN THE STATE OF NEW YORK, PARTICULARLY IN THE AREA OF THE TOWN OF ISLIP AND MORE GENERALLY IN SUFFOLK COUNTY, CONCERNING THE CULTURE, ART AND TRADITION OF THE LOCALITY; TO CULTIVATE, FOSTER AND PROMOTE INTEREST IN, AND UNDERSTANDING AND APPRECIATION OF THE SOCIETAL HERITAGE OF THE TOWN OF ISLIP, PARTICULARLY DURING THE NINETEENTH CENTURY; TO ENCOURAGE AND SPONSOR THE CREATION AND PERPETUATION BY EXISTING AND FUTURE HISTORICAL SOCIETIES OF COLLECTIONS AND REPOSITORIES OF THE DEPOSIT, COLLECTION AND EXAMINATION OF DOCUMENTS AND ARTIFACTS OF VARIOUS KINDS OF RELEVANT TO SUCH HERITAGE AND TRADITIONS; AND TO SPONSOR AND ENCOURAGE THE PRESERVATION, RESTORATION AND EX 3955694 THE FOUNDATION DOES NOT MAKE ANY PAYMENTS TO INDIVIDUAL BENEFICIARIES WITHIN THE MEANING OF REG. SEC.53.4949(G)-2 N/A 87473637 5395668 0 92869305 92869305 1393040 91476265 4573813 4573813 21455 21455 4552358 2342 4554700 4554700 4791431 4791431 4554700 71137 47887 357075 476099 4791431 4554700 236731 712830 0 712830 71137 47887 357075 236731 KATHRYN CURRAN 30 WEST MAIN ST SUITE 309 RIVERHEAD NY 11901 6315943990 ALL APPLICANTS MUST COMPLETE THE MAIN APPLICATION FORM, PROPOSAL CHECKLIST AND PARTS A - E, PLUS ATTACHMENTS, AS WELL AS ANY ADDITIONAL FORMS THAT ARE APPLICABLE TO THE PROJECT. THE APPLICATION FORMS CAN BE FOUND ON THE FOUNDATION'S WEBSITE. GRANTS ARE REVIEWED TWICE PER YEAR. APPLICATIONS ARE DUE THE SECOND FRIDAY IN MARCH, BY 5P.M. AND TH THE FOUNDATION GIVES GRANTS UP TO 500,000. AWARD AMOUNTS, AS WELL AS MATCHING LEVELS, VARY DEPENDING ON THE TYPE OF PROJECT. THE DIFFERENT CATEGORIES AND FUNDING LIMITS CAN BE FOUND ON THE FOUNDATION'S WEBSITE. BELLPORT-BROOKHAVEN HISTORICAL SOCIETY 31 BELLPORT LANE BELLPORT NY 11713 NONE PC 2023 GARDINER YOUNG SCHOLAR GRANT 2500 BOSTON COLLEGE 140 COMMONWEALTH AVE CHESTNUT HILL MA 02467 NONE PC COHALAN SCHOLARSHIP 2500 COLD SPRING HARBOR LABORATORY 1 BUNGTOWN RD COLD SPRING HARBOR NY 11724 NONE PC 2023 GARDINER YOUNG SCHOLAR 1500 COLUMBIA UNIVERSITY 116TH ST AND BROADWAY NEW YORK NY 10027 NONE PC 2021 GRANT 3 OF 3 303507 COOPER UNION FOR THE ADV OF SCIENCE 30 COOPER SQ NEW YORK NY 10003 NONE PC 2022 GRANT 2 OF 3 392000 COW NECK PENINSULA HISTOCIAL SOC 336 PORT WASHINGTON BLVD PORT WASHINGTON NY 11050 NONE PC 2023 GARDINER YOUNG SCHOLAR 2500 EAST HAMPTON HISTORICAL SOCIETY 101 MAIN ST EAST HAMPTON NY 11937 NONE PC 2023 GRANT AWARD 125000 FIREBOAT FIRE FIGHTER MUSEUM PO BOX 457 GREENPORT NY 11944 NONE PC 2023 GRANT AWARD 452150 FRIENDS OF ROCK HALL MUSEUM 199 BROADWAY LAWRENCE NY 11559 NONE PC 2023 GARDINER YOUNG SCHOLAR GRANT 1500 FRIENDS OF CEDARMERE INC 225 BRYANT AVE ROSLYN HARBOR NY 11576 NONE PC 2023 AWARD 1000 GARDEN CITY HISTORICAL SOCIETY 109 11TH STREET GARDEN CITY NY 11530 NONE PC 2022 GARDINER YOUNG SCHOLAR GRANT 1500 GILDER LEHRMAN INSTITUTE OF AMERICA 49 W 45TH STREET 2ND FLOOR NEW YORK NY 10036 NONE PC 2020 GRANT AWARD 3 OF 4 250000 GREATER HUDSON HERITAGE NETWORK 2199 SAW MILL RIVER RD ELMSFORD NY 10523 NONE PC 2023 GRANT AWARD 1 OF 3 64000 GREATER PATCHOGUE HISTORICAL SOCIET PO BOX 102 PATCHOGUE NY 11772 NONE PC 2023 GARDINER YOUNG SCHOLAR 1500 GREEN-WOOD HISTORIC FUND 500 25TH STREET BROOKLYN NY 11232 NONE PC 2023 GRANT AWARD 1 OF 2 250000 HALLOCKVILLE MUSEUM FARM 6038 SOUND AVENUE RIVERHEAD NY 11901 NONE PC 2023 GARDINER YOUNG SCHOLAR GRANT 2500 HAMILTON COLLEGE 198 COLLEGE HILL RD CLINTON NY 13323 NONE PC COHALAN SCHOLARSHIP 2500 HAMPTON BAYS LIONS CLUB 15 W MONTAUK HWY SUITE 277 HAMPTON BAYS NY 11946 NONE PC 2023 DONATION 3000 HECKSCHER MUSEUM 2 PRIME AVE HUNTINGTON NY 11743 NONE PC 2023 GRANT 1000 HISTORICAL SOCIETY OF GREATER PORT JEFFERSON PO BOX 586 PORT JEFFERSON NY 11777 NONE PC 2023 GRANT AWARD 1000 HUNTINGTON HISTORICAL SOCIETY 209 MAIN ST HUNTINGTON NY 11743 NONE PC 2023 GARDINER YOUNG SCHOLAR 1500 KETCHAM INN FOUNDATION INC 81 MAIN ST CENTER MORICHES NY 11934 NONE PC 2023 GRANT 2500 LAGUARDIA COMMUNITY COLLEGE FOUND 81-10 THOMSON AVENUE LONG ISLAND CITY NY 11101 NONE PC 2021 GRANT AWARD 3 OF 4 250000 LAKE RONKONKOMA HISTORICAL SOCIETY 328 HAWKINS AVE LAKE RONKONKOMA NY 11779 NONE PC 2023 GRANT AWARD 2500 LONG BEACH HISTORICAL AND PRESERVATION SOCIETY 226 WEST PENN STREET LONG BEACH NY 11561 NONE PC 2023 GRANT AWARD 1000 LONG ISLAND UNIVERSITY 720 NORTHERN BLVD BROOKVILLE NY 11548 NONE PC 2022 GRANT AWARD 2 OF 4 250000 MESSIAH UNIVERSITY 1 COLLEGE AVE MECHANICSBURG PA 17055 NONE PC SHEHIGIAN-COHALAN SCHOLARSHIP 10000 MICHIGAN STATE UNIVERSITY 535 CHESTNUT RD ROOM 300 EAST LANSING MI 48824 NONE PC GEORGE GURNEY 22/23, 23/24 15000 MONTAUK HISTORICAL SOCIETY PO BOX 868 MONTAUK NY 11954 NONE PC 2023 GARDINER YOUNG SCHOLAR 1500 MUSEUM ASSOCIATION OF NEW YORK 265 RIVER ST TROY NY 12180 NONE PC 2022 GRANT AWARD 2 OF 3 50000 NATIONAL TRUST FOR HISTORIC PRESERVATION 600 14TH STREET NW SUITE 500 WASHINGTON DC 20005 NONE PC 2023 GRANT 1 OF 3 333334 NEW YORK HISTORICAL SOCIETY 170 CENTRAL PARK WEST NEW YORK NY 10024 NONE PC 2022 GRANT 2 OF 3 110844 NEW YORK STATE ARCHIVES PARTNERSHIP CULTURAL EDUCATION CENTER SUITE GC49 ALBANY NY 12230 NONE PC 2022 GRANT AWARD 2 OF 3 50000 NORTHPORT HISTORICAL SOCIETY 215 MAIN STREET NORTHPORT NY 11768 NONE PC 2023 GARDINER YOUNG SCHOLAR 1500 OYSTERPONDS HISTORICAL SOCIETY 1555 VILLAGE LANE ORIENT NY 11957 NONE PC 2023 GRANT 126500 PRESERVATION LEAUGE OF NYS 44 CENTRAL AVENUE ALBANY NY 12206 NONE PC 2022 GRANT AWARD 2 OF 3 45000 PRESERVATION LONG ISLAND 161 MAIN ST COLD SPRING HARBOR NY 11724 NONE PC 2023 GARDINER YOUNG SCHOLAR 1500 RAYNHAM HALL MUSEUM 300 W MAIN STREET OYSTER BAY NY 11771 NONE PC 2023 GRANT AWARD 3000 RESEARCH FOUNDATION FOR SUNY GENESEO PO BOX 9 ALBANY NY 12201 NONE PC 2021 GRANT AWARD 1 AND 2 OF 3 201749 RITES OF SPRING MUSIC FESTIVAL INC PO BOX 41 SOUTHOLD NY 11971 NONE PC 2023 GRANT AWARD 2500 ROCKY POINT HISTORICAL SOCIETY PO BOX 1720 ROCKY POINT NY 11778 NONE PC 2023 GRANT AWARD 1000 ROSLYN LANDMARK SOCIETY 36 MAIN ST ROSLYN NY 11576 NONE PC 2023 GRANT AWARD 72099 SAG HARBOR HISTORICAL SOCIETY 174 MAIN STREET SAG HARBOR NY 11963 NONE PC 2023 GRANT AWARD 1000 SMITHTOWN HISTORICAL SOCIETY 239 E MAIN ST SMITHTOWN NY 11787 NONE PC 2023 GRANT AWARD 1000 SOUTHAMPTON HISTORY MUSEUM 17 MEETING HOUSE LN SOUTHAMPTON NY 11968 NONE PC 2023 GARDINER YOUNG SCHOLAR 1500 SOUTHOLD HISTORICAL SOCIETY 54325 NY-25 SOUTHOLD NY 11971 NONE PC 2023 GARDINER YOUNG SCHOLAR 1500 ST THOMAS AQUINAS COLLEGE 125 ROUTE 340 SPARKILL NY 10976 NONE PC 2023 GRANT AWARD 1 OF 2 114812 SUFFOLK COUNTY HISTORICAL SOCIETY 300 W MAIN ST RIVERHEAD NY 11901 NONE PC 2023 GARDINER YOUNG SCHOLAR 1500 SUFFOLK COUNTY VANDERBILT MUSEUM 180 LITTLE NECK RD CENTERPORT NY 11721 NONE PC 2023 GRANT AWARD 5000 THE CAUMSETT FOUNDATION INC PO BOX 1948 HUNTINGTON NY 11743 NONE PC 2023 GRANT AWARD 1000 THE HISTORYMAKERS 1900 S MICHIGAN AVE CHICAGO IL 60616 NONE PC 2023 GRANT AWARD 1 OF 4 250000 THE JAZZ LOFT 275 CHRISTIAN AVE STONY BROOK NY 11790 NONE PC 2023 GRANT AWARD 6000 THE NEW YORK LANDMARKS CONSERVANCY 1 WHITEHALL ST NEW YORK NY 10004 NONE PC 2020 GRANT AWARD 3 OF 3 50000 THREE VILLAGE HISTORICAL SOCIETY 93 N COUNTRY RD SETAUKET NY 11733 NONE PC 2023 GARDINER YOUNG SCHOLAR 1500 UNIVERSITY AT ALBANY 1400 WASHINGTON AVE ALBANY NY 12222 NONE PC 2022 COHALAN SCHOLAR 10000 VAN WYCK-LEFFERTS TIDE MILL SANCTUA 225 BROADHOLLOW ROAD LLOYD HARBOR NY 11747 NONE PC 2023 GRANT AWARD 53700 VILLAGE OF BABYLON HISTORICAL SOCIE 117 W MAIN ST BABYLON NY 11702 NONE PC 2023 GARDINER YOUNG SCHOLAR 1500 WADING RIVER CEMETERY ASSOCIATION 10 LOCUST RD WADING RIVER NY 11792 NONE PC 2023 GRANT AWARD 10000 WATERFRONT MUSEUM 290 CONOVER ST BROOKLYN NY 11231 NONE PC 2023 GRANT 11500 WEBB INSTITUTE 298 CRESCENT BEACH RD GLEN COVE NY 11542 NONE PC 2023 GRANT AWARD 37500 YAPHANK HISTORICAL SOCIETY 111 YAPHANK AVENUE YAPHANK NY 11980 NONE PC 2023 GRANT AWARD 2500 3955695 14 853601 14 1300322 14 839 -225960 REFUND OF GRANT 2343 2154762 -223617 1931145 false false false false false false false false false false INDIRECT ACCOUNTING FEES 22055 10000 12055 DEPRECIATION 13672 LENOVO COMPUTER 2013-12 PURCHASE 2023-01 1284 1284 COMPUTER 2014-06 PURCHASE 2023-01 959 959 2 APPLE IPADS 2017-10 PURCHASE 2023-01 2559 2559 3,750 SH EOG RESOURCES INC. 2023-01 PURCHASE 2023-06 418272 491363 -73091 1,500,000 SH FHLMC MEDIUM TERM NOTE 2023-04 PURCHASE 2023-05 1500000 1500000 21,291 SH FIRST TRUST GLOBAL TACTICA 2022-06 PURCHASE 2023-04 508012 584223 -76211 7,500 SH INVESCO QQQ TRUST 2022-02 PURCHASE 2023-02 2305229 2474474 -169245 3,890 SH NEXTERA ENERGY INC. 2022-09 PURCHASE 2023-08 263441 333917 -70476 305,466.740 SH PUTNAM ULTRA SHORT DU PURCHASE 2023-01 3063831 3052635 11196 5,900 SH SPDR S&P 500 ETF 2022-02 PURCHASE 2023-02 2437006 2489499 -52493 2,000,000 US TSY NOTE 2.75% 2022-11 PURCHASE 2023-04 2000000 1984639 15361 334,000 SH US TSY NOTE 1.5% 2022-12 PURCHASE 2023-03 334000 331586 2414 336,000 SH US TSY NOTE 1.375% 2022-12 PURCHASE 2023-06 336000 330711 5289 340,000 SH US TSY NOTE 1.375% 2022-12 PURCHASE 2023-09 340000 331845 8155 3,500,000 SH US TSY NOTE 2.75% PURCHASE 2023-11 3500000 3445421 54579 961 SH APOLLO GLOBAL MANAGEMENT 2021-03 PURCHASE 2023-06 73343 45686 27657 61 SH BROADCOM INC. 2018-11 PURCHASE 2023-06 53061 14181 38880 18,000 SH CVS HEALTH CORP PURCHASE 2023-08 1212485 1156246 56239 265,000 SH FT-PREFERRED SECU & INC. PURCHASE 2023-08 4255866 4886799 -630933 3,420 SH HOME DEPOT PURCHASE 2023-08 1138489 459986 678503 4,927 SH NEXTERA ENERGY INC. PURCHASE 2023-08 333669 331824 1845 28,915 SH PACER US CASH COWS 100 PURCHASE 2023-08 1461352 1451214 10138 152,283.855 SH PUTNAM ULTRA SHORT PURCHASE 2023-01 1527407 1515233 12174 335,000 SH US TSY NOTE 2.625% 2022-12 PURCHASE 2023-12 335000 328496 6504 1,327 SH VERALTO CORP PURCHASE 2023-10 95941 129776 -33835 FEDERATED HERMES GOVT OBL FUND PURCHASE 2023-04 4082025 4082025 500,000 SH US TSY NOTE 2023-05 PURCHASE 2023-06 500000 498604 1396 2,000,000 SH US TRY BILL 2023-04 PURCHASE 2023-08 2000000 1967643 32357 2,000,000 SH US TSY BILL 2023-08 PURCHASE 2023-10 2000000 1990061 9939 WELLS FARGO & CO 3.75% 012424 164015 165776 BANK OF MONTREAL MED TERM NOTES 163936 166529 COMCAST CORP NTS BVE 3.7% 164749 166092 MORGAN STANLEY 3.75% 042924 165722 167066 BANK OF AMERICA CORP MED TERM NOTES 163713 164438 WALT DISNEY COMPANY 1.75% 164966 168954 BANK OF NY MELLON CORP NTS 2.1% 165401 168377 VERIZON COMMUNICATIONS 3.5% 164934 166438 ELEVANCE HEALTH INC 2.375% 163620 167064 INTEL CORP NTS 3.4% 163881 165154 TARGET CORP NTS 2.25% 164577 167674 US BANCORP NTS 1.45% 165413 169433 UNITED HEALTH GROUP INC 3.75% 162775 163630 STATE STREET CORP 3.55% 163702 164840 CATERPILLAR FINANCIAL SERVICES 165657 171790 INTERCONTINENTAL EXCHANGE 3.75% 164412 165887 CATERPILLAR INC 3.4% 051524 184769 185601 AMGEN INC 3.625 052224 181683 182524 AMERICAN EXPRESS CO 3.0% 103024 184823 186717 CME GROUP INC 3.0% 031525 183161 184058 INTEL CORP 3.7% 072925 182813 182110 MICROSOFT CORP 3.125% 110325 183899 182583 ASTRAZENECA PLC 3.375% 181324 180902 VISA INC. 3.15% 121425 181793 181517 CITIGROUP INC. 3.7% 011226 181216 181635 MORGAN STANLEY 3.875% 012726 181568 181254 COMCAST CORP 3.15% 030126 182979 182571 BK OF NY MELLON CORP 2.8% 050426 184174 183792 JP MORGAN CHASE & CO 4.125% 121526 181113 180473 MERCK & CO INC. 1.7% 061027 181870 181629 WELLS FARGO & CO 4.3% 072227 181196 181183 TRUIST FINANCIAL CORP 1.125% 080327 183528 190116 PEPSICO INC 3.0% 101527 183313 181652 BANK OF AMERICA CORP 2.551% 020428 182015 184463 EQUINOR ASA 3.625% 091028 182497 180421 BP CAPITAL MARK AMERICA3.937% 092128 182199 180303 TOTAL CAPITAL INTL. 3.455% 021929 182067 182455 PNC FINANCIAL SERV GRP 3.45% 042329 182814 186567 STARBUCKS CORP 3.55% 181023 181371 WALT DISNEY COMPANY 2.0% 181794 183746 STATE STREET CORP 2.4% 012430 180960 185906 GOLDMAN SACHS GROUP 3.8% 182337 183419 SCHLUMBERGER INVMT 2.65% 062630 180818 182686 ABBVIE INC, 1285537 2324550 ALPHABET INC 1198216 3523250 AMAZON.COM INC 628446 2582980 AMER ELECTRIC POWER CO 485441 406100 APOLLO GLOBAL MGMT LLC 1521272 2982080 APPLE INC 697840 3850600 BLACKSTONE INC. CL A 806576 1147514 BROADCOM LTD 976269 4793177 CHEVRON CORP 1605591 2610300 CHUBB LTD 509119 508500 CONSTELLATION BRANDS INC 1407403 2054875 COSTCO WHOLESALE CORP 1412414 1905651 CROWDSTRIKE HOLDINGS INC 1279743 1877623 CVS HEALTH CORP DANAHER CORP 983431 921196 FEDERATED HERMES GOVT OBL FUND FIRST TRUST GLOBAL TACTICAL COMM FT PREFERRED SECUR & INC 4264255 4477719 HOME DEPOT 743591 1933749 HONEYWELL INTL INC 1011344 1609524 INTUIT 1214233 1458195 INVESCO QQQ TRUST ETF LAM RESEARCH CORP 911333 2182162 MARVEL TECHNOLOGY GROUP LTD 792873 1092697 MASTERCARD INC 1792565 2621757 MCDONALDS CORP 790299 1589294 MICROSOFT CORP 1168940 4136440 MORGAN STANLEY 1504655 1870409 NEXTERA ENERGY INC 1187094 1249604 NVIDIA CORP 868750 990440 PACER US CASH COWS PALO ALTO NETWORKS 893410 3538560 PROLOGICS INC, 487120 533200 PUTNAM ULTRA SHORT DURATION INCOME F RAYTHEON CO REPUBLIC SERVICES INC. 496792 659640 RTX CORP 1547208 2008338 SALESFORCE.COM 1477255 2631400 SERVICENOW INC 493091 1893393 SPDR S&P 500 ETF TESLA INC 864945 959133 UNION PACIFIC CORP 482868 552645 VALUE LINE MID CAP FOCUSED 1463946 1649860 VISA INC 1502136 2212975 14635772 14657389 EQUIPMENT 42295 15733 26562 INDIRECT LEGAL FEES 6608 6608 EXPENSES INSURANCE 15566 15566 SUPPLIES 9277 9277 UTILITIES 4262 4262 CLEANING & MAINTENANCE 960 960 WORKERS COMP INSURANCE 1487 1487 WEBSITE DESIGN 5600 5600 MISCELLANEOUS 1016 1016 REFUND OF GRANT 2343 2343 INVESTMENT ADVISORY FEES 601260 601260 601260 STATE TAX 1500 1500