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Nonprofiteer
← THE JOAN DALIANIS FOUNDATION INC

Form 990 for tax year 2024

Filed by THE JOAN DALIANIS FOUNDATION INC.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2024 , filed 29 July 2025. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total assets, end of year
$0 changed to $765,595
Total liabilities, end of year
$0 changed to $4,600
Net assets or fund balances, end of year
$0 changed to $760,995

Totals

Total revenue
$27,847
Total expenses
$76,508
Contributions and grants received
$0
Grants paid
$55,000
Program service revenue
$0
Investment income
$27,847
Other revenue
$0
Total assets, end of year
$0
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$0
Program services expenses (Part IX)
$65,465
Management and general expenses
$11,043
Fundraising expenses
$0
Program service expenses (Part III)
$65,465

Program services were 85.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $27,847 · related or exempt $27,847

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6d · Net rental income or loss

    total $0

  • 7d · Net gain or loss

    total $0

  • 8c · Net income from fundraising events

    total $0

  • 9c · Net income from gaming

    total $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $55,000 · program services $55,000

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $0

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $0

  • 10 · Payroll taxes

    total $0

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $16,430 · program services $8,215 · management and general $8,215

  • 11c · Fees: accounting

    total $4,500 · program services $2,250 · management and general $2,250

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $0

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $0

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $0

  • 17 · Travel

    total $0

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $0

  • 23 · Insurance

    total $0

  • 24a · Other expenses: PROMOTIONAL EXPENSE

    total $578 · management and general $578

  • 24e · All other expenses

    total $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $149,916 · end of year $0

  • 2 · Savings and temporary cash investments

    end of year $0

  • 3 · Pledges and grants receivable

    end of year $0

  • 4 · Accounts receivable

    end of year $0

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    end of year $0

  • 10c · Land, buildings and equipment, net

    end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $624,581 · end of year $0

  • 12 · Investments: other securities

    end of year $0

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $6,250

  • 27 · Net assets without donor restrictions

    beginning of year $768,247

Mission and programs · 2024

Mission

TO PRESERVE & ADVANCE THE HERITAGE, CULTURE, EDUCATIONAL ACHIEVEMENTS AND GENERAL WELFARE OF AMERICANS OF GREEK ANCESTRY, PRIMARILY THROUGH GRANT MAKING TO OTHER EXEMPT ORGANIZATIONS.

Activities or mission (Part I)

TO PRESERVE AND ADVANCE THE HERITAGE, CULTURE, EDUCATIONAL ACHIEVEMENTS AND GENERAL WELFARE OF AMERICANS OF GREEK ANCESTRY, PRIMARILY THROUGH GRANT MAKING TO OTHER EXEMPT ORGANIZATIONS.

  • DURING CALENDAR YEAR 2024, THE FOUNDATION PROVIDED MONETARY SUPPORT TO THREE (3) OPERATING PUBLIC CHARITIES (DISCLOSED ON SCHEDULE "O")PROVIDING PROGRAMS & SERVICES IN FURTHERANCE OF THE FOUNDATION'S MISSION, AS FOLLOWS:-ADVANCING THE ACHIEVMENTS OF AMERICANS OF GREEK HERITGAGE (1 CHARITY)-SUPPORT FOR HIGHER EDUCATION (2 CHARITIES)

    Expenses $65,465 · Grants $55,000

As filed on the 2024 return.

Listed in Part VII

  • Charles G Delaney

    PRES & DIR

    Total calculated
    $0
    Hours/week
    10
  • Lori Delaney Pesetsky

    VICE PRES & DIR

    Total calculated
    $0
    Hours/week
    1.5
  • Peter Carey

    TREAS & DIR

    Total calculated
    $0
    Hours/week
    3.5
  • Brian Magory

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Anthony J Catanese

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Janice Labovites

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

  • 110303001

    $90,882

    Liquidation · CASH

  • 274463753

    $4,500

    Liquidation · CASH

  • No recipient named

    $100

    Liquidation · CASH

  • 110303001

    $670,113

    Liquidation · PUBLICLY TRADED SECURITIES

Provenance

Return type
form_990
Tax year
2024
Filed
6 May 2025
IRS schema version
2024v5.1
Source object
202501269349301120

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