2024-11-15T22:07:14-06:00 2023-12-31 475654886 BOND & ASSOCIATES LTD 22 S HOLMDEL ROAD HOLMDEL NJ 07733 990PF 2023-01-01 813941360 THE JOE NAMATH CHARITABLE FOUNDATION JOEN 2126886310 300 E 51ST STREET 7D NEW YORK NY 10022 JOSEPH BLANEY PRESIDENT 2126886310 2024-11-15 1 0 STEVEN BOND P00631012 7323321111 2024-11-15 2023 2024-10-15 13:58:12Z X 2601814 X 2029474 1 1 41336 41336 12201 159588 12201 2083012 53538 0 490851 0 0 490851 73438 0 0 71832 471 0 0 471 31000 0 0 31000 8357 8357 0 0 207 0 0 207 54787 0 0 57360 57987 0 0 57987 671482 0 0 694443 1388580 8357 0 1404151 152000 152000 1540580 8357 0 1556151 542432 45181 0 801943 590714 590714 148136 446270 446270 283500 160000 283500 283500 26161 542988 733931 733931 410984 547399 547399 2090212 2601814 2601814 6286 13000 7000 0 483 19286 7483 X 0 0 0 0 2070926 2594331 2070926 2594331 2090212 2601814 2070926 542432 0 2613358 19027 2594331 PUBLICLY TRADED SECURITIES P 159588 147387 12201 12201 12201 628 0 628 0 628 0 0 0 0 0 12 640 0 0 0 0 0 0 0 0 0 0 1 1 NY DE 1 0 1 0 0 0 JOENAMATH.ORG STEVEN BOND 7323321111 101 CRAWFORDS CORNER ROAD HOLMDEL NJ 07733 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOSEPH W NAMATH 300 EAST 51ST STREET NEW YORK NY 10022 CHAIRMAN OF THE BOARD 10.00 0 0 0 JAMES C WALSH 300 EAST 51ST STREET NEW YORK NY 10022 VICE PRESIDENT 10.00 0 0 0 STEVEN BOND 300 EAST 51ST STREET NEW YORK NY 10022 TREASURER 2.00 0 0 0 JOSEPH BLANEY 300 EAST 51ST STREET NEW YORK NY 10022 PRESIDENT 20.00 161042 5192 0 MARIAN GIANICO 300 EAST 51ST STREET NEW YORK NY 10022 SECRETARY 7.00 71625 2155 0 BROOKS THOMAS 300 EAST 51ST STREET NEW YORK NY 10022 EXECUTIVE DIRECTOR GOLF THRU 10/31/23 40.00 152767 22436 0 LINDA THOMAS 300 EAST 51ST STREET NEW YORK NY 10022 SEPEICAL EVENTS/EXECUTIVE DIRECTOR 40.00 105417 4540 0 NONE 0 NONE 0 0 1030499 1026927 0 2057426 0 0 2057426 30861 2026565 101328 101328 628 628 100700 0 100700 0 100700 1556151 0 1556151 100700 1296846 0 694121 1399330 568095 945578 1322095 4929219 1556151 1296846 0 0 0 259305 100700 100700 5087824 0 0 0 0 0 0 593421 4494403 1399330 568095 945578 1322095 259305 X ARTHRITIS FOUNDATION 122 EAST 42ND STREET SUITE 23 NEW YORK NY 10168 N/A PC GENERAL OPERATING PURPOSES 7000 BANNER LAKE COMMUNITY CENTER 12212 SE LANTANA AVENUE HOBE SOUND FL 33455 N/A PC GENERAL OPERATING PURPOSES 7000 CHASIN A DREAM FOUNDATION 3900 E INDIANTOWN ROAD JUPITER FL 33477 N/A PC GENERAL OPERATING PURPOSES 7000 CHRISTIAN ASSEMBY OF BEAVER FALLS 814 LINCOLN PLACE BEAVER FALLS PA 15010 N/A PC GENERAL OPERATING PURPOSES 7000 EACH ONE COUNTS 2 BAYBERRY AVENUE POUND RIDGE NY 10576 N/A PC GENERAL OPERATING PURPOSES 7000 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 7000 FRANCES FOUNDATION FOR KIDS FIGHTING CANCER 8 BRYCE ROAD HOLMDEL NJ 07733 PC GENERAL OPERATING PURPOSES 7000 GOOD SAMARITAN HOSPITAL PEDIATRIC PROGRAM 1000 MONTAUK HIGHWAY WEST ISLIP NY 11795 N/A PC GENERAL OPERATING PURPOSES 7000 HANNAHS HOME OF SOUTH FLORIDA PO BOX 4512 TEQUESTA FL 33469 N/A PC HELPING FAMILIES 7000 MARTY LYONS FOUNDATION 354 VETERANS MEMORIAL HIGHWAY COMMACK NY 11725 N/A PC HELPING CHILDREN WITH TERMINAL ILLNESS 7000 NANA'S RESTART 236 NW 16TH STREET MIAMI FL 33136 N/A PC GENERAL OPERATING PURPOSES 20000 NEWTOWN PARENT CONNECTION PO BOX 187 NEWTOWN CT 06470 N/A PC ASSISTING PEOPLE & COMMUNITIES AFFECTED BY SUBSTANCE ABUSE 7000 NEXTGENFACE 812 PARK AVENUE NEW YORK NY 10021 N/A PC HELPING PATIENTS & FAMILIES WITH CRANIOFACIAL CONDITIONS 7000 NJ STATE ELK'S PEER LEADERSHIP PROGRAM 820 ARNOLD AVENUE POINT PLEASANT NJ 08742 N/A PC GENERAL OPERATING PURPOSES 7000 OPERATION 300 9405 SW KANSAS AVENUE STUAT FL 34997 N/A PC GENERAL OPERATING PURPOSES 7000 TEQUESTA FRIENDS OF PUBLIC SAFETY INC PO BOX 4442 TEQUESTA FL 33469 N/A PC GENERAL OPERATING PURPOSES 10000 THE VISCARDI CENTER 201 U WILLETS ROAD ALBERTSON NY 11507 N/A PC HELPING INDIVIDUALS WITH DISABILITIES 7000 WARRIORS RENEWAL COALITION 222 US HWY 1 SUITE 202 TEQUESTA FL 33469 N/A PC ASSIT WOUNDED SERVICE MEMBERS AND FAMILY 7000 ZUCKER SCHOOL OF MEDICINE 500 HOFSTRA BLVD HEMPSTEAD NY 11549 N/A PC SPECIAL PROGRAMS AND DEVELOPMENT 10000 152000 0 14 1 14 41336 12201 0 41337 12201 53538 3 INTEREST INCOME 0 0 0 0 0 0 0 0 0 0 X X 1 LAMBERT FAMILY FOUNDATION 125 LASER COURT HAUPPAUGE NY 11788 15000 X 2 GTJ REIT INC 1399 FRANKLIN AVENUE SUITE 100 GARDEN CITY NY 11530 15000 X 3 GIBANE BUILDING COMPANY 1950 RINGLING BLVD SUITE 301 SARASOTA FL 34236 22500 X 4 M KOGAN CONSULTING INC 3822 RIVER ROAD POINT PLEASANT NJ 08742 60000 X 5 PHILIP H MORSE 218 LOCHA DRIVE JUPITER FL 33458 25000 X 6 STEPHEN J NICHOLAS C/O 377 OAK STREET SUITE 407 GARDEN CITY NY 11530 20000 X 7 SPENCER J MERINOFF 9900 W BORADVIEW DRIVE BAY HARBOR ISLANDS FL 33154 95000 X 8 CARSONS OF STUART INC 2883 SE OCEAN BLVD STUART FL 34996 15000 X 9 FIFTH GENERATION 1406 SMITH ROAD AUSTIN TX 78721 15000 X 10 ALLAN PASCHOW 99 POWERHOUSE ROAD SUITE 306 ROSYLN HEIGHTS NY 11577 50000 X 11 NEW YORK CITY DISTRICT 395 HUDSON STREET NEW YORK NY 10014 25000 X 12 JOSEPHINE PETER CARDONE 21416 26TH AVE BAYSIDE NY 11360 10000 X 13 COMPLEX COVERAGE INC 7 HIGH STREET SUITE 408 HUNTINGTON NY 11743 50000 X 14 JERSEY MIKE'S CORPORATE ADVERTISING FUND 2251 LANDMARK PLACE MANSQUAN NJ 08736 340000 X 15 STEVEN NAPOLITANO 50 CHARLES LINDBERGH BLVD UNIONDALE NY 11553 30000 X 16 NEW YORK JETS LLC 1 JETS DRIVE FLORHAM NJ 07932 20000 X 17 FRED O'MEALLY 69 LAWERENCE LANE BAYSHORE NY 11706 7500 X 18 THE WINIFRED & WILLIAM O'REILLY FOUNDATION 380 LEXINGTON AVENUE 31ST FLOOR NEW YORK NY 10168 5000 X 19 JANNEY 1001 FRANKLIN AVENUE 202 GARDEN CITY NY 11530 48000 X 20 PINNACLE CONTRACTING 3822 RIVER ROAD POINT PLEASANT NJ 08742 5000 X 21 TIM PETRO 6 BALTUSROL COURT SHOAL CREEK AL 35242 24000 X 22 INTERNATIONAL ASSETS ADVISORY LLC 390 NORTH ORANGE AVENUE SUITE 750 ORLANDO FL 32801 45000 X 23 ROBERT MORRIS 18842 POINT DRIVE JUPITER FL 33469 15000 X 24 CBRE 6055 PRIMACY PARKWAY SUITE 300 MEMPHIS TN 38119 50000 X 25 NATIONAL EQUIPMENT DEALERS LLC 215 WOODSIDE DRIVE LEXINGTON NC 27292 25000 X 26 JAMES J CLARK 78 DOUBLING ROAD GREENWICH CT 08830 5000 X 27 NORTHWELL HEALTH PO BOX 11040 NEW HYDE PARK NY 11040 18000 X 28 ALDERMAN & COMPANY LLP 175 BROADHOLLOW ROAD SUITE 250 MELVILLE NY 11747 18000 X 29 CHRISTOPHER J BERMAN 31 PEACH TREE COURT CHESHIRE CT 06410 7500 X 30 DANIEL RICCIARDI 178 STATE STREET BROOKLYN NY 11201 12500 X 31 HARBOR SEAFOOD INC 969 LAKEVILLE ROAD NEW HYDE PARK NY 11040 31000 X 32 TOM WILSON 22 POPPY DRIVE MASSAPEQUA NY 11762 15000 X 33 JAY BERNHARDT 495 HARVEST LANE LIVERPOOL NY 13088 20000 X 34 OCEAN HARBOR CASUALTY INSURANCE CO ONE PENN PLAZA SUITE 4612 NEW YORK NY 10119 15000 X 35 CHARLES MODICA 8985 SE BRIDGE ROAD HOBE SOUND FL 33455 155000 X 36 PROMEDIA INC 13499 BISCAYNE BLVD TOWER SUITES MIAMI FL 33181 15000 X 37 PERRY J COHEN FOUNDATION INC 4 BAY HARBOR ROAD TEQUESTA FL 33469 5000 X 38 ASTROS FOUNDATION 501 CRAWFORD SUITE 500 HOUSTON TX 77002 15000 X 39 BRUCE FERRIS 19141 WATERWAY ROAD JUPITER FL 33469 15000 X 40 HC MANAGEMENT LLC 758 N US HWY 1 TEQUESTA FL 33469 25000 X 41 CREDEX CORPORATION 1881 GENERAL GEORGE PATTON DRIVE FRANKLIN TN 37067 29250 X 42 DIVE BAR RESTURANT LLC 318 SOUTH HIGHWAY ONE SUITE 106 JUPITER FL 33477 15000 X 43 KENNETH KOTOWICZ 9776 RUNNING BROOK LANE LOVELAND CO 80538 8500 X 44 LT GENERAL RICHARD NEWTON 3000 S HIGHWAY A1A UNIT 601 JUPITER FL 33477 17250 X 45 LESSINGS HOSPITLAITY GROUP 21 ELDER ROAD ISLIP NY 11751 30000 X 46 ED COFRANCESCO 111 NORTH ORANGE AVENUE ORLANDO FL 32801 30000 X 47 MICHAEL WEBER 173 S WINDSOR AVENUE BRIGHTWATERS NY 11718 8500 X 48 WILLIAM GILBANE JR 1950 RINGLING BLVD SUITE 301 SARASOTA FL 34236 15000 X 49 MALDJIAN & CITTA PC 2520 NJ- 35 MANSQUAN NJ 08736 15000 X 50 SILENT YACHT NA LLC 1515 SE 17TH STREET SUIE A115 FORT LAUDERDALE FL 33316 7500 X 51 EDWARD ALDAG 3171 OVERHILL ROAD BIRMINGHAM AL 35223 15000 X ACCOUNTING FEES 31000 0 0 31000 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 EXPLANATION OF CHANGES IN KEY PERSONNEL PART VII-A, LINE 8A ON OCTOBER 29, 2023, THE ORGANIZATION'S EXECUTIVE DIRECTOR, JOHN BROOKS THOMAS, PASSED AWAY. THE BOARD OF DIRECTORS APPOINTED LINDA THOMAS AS THE NEW EXECUTIVE DIRECTOR, EFFECTIVE THE SAME DATE (OCTOBER 29, 2023). LINDA THOMAS HAS ASSUMED ALL DUTIES AND RESPONSIBILITIES ASSOCIATED WITH THE ROLE, ENSURING A SMOOTH LEADERSHIP TRANSITION.THE ORGANIZATION HAS UPDATED ITS GOVERNANCE AND OPERATIONAL POLICIES TO REFLECT THIS CHANGE AND CONTINUES TO PRIORITIZE ITS MISSION AND OBJECTIVES DURING THIS PERIOD OF TRANSITION. MORGAN STANLEY 547399 547399 MORGAN STANLEY 733931 733931 LEGAL FEES 471 0 0 471 UNREALIZED GAIN ON INVESTMENTS 19027 INSURANCE 3070 0 0 3070 FILING FEES 61 0 0 61 ADVERTISING 750 0 0 750 APPAREL/TROPHIES 102355 0 0 102355 PAYROLL PROCESSING FEES 3912 0 0 3912 PRINTING & FRAMING 34613 0 0 34613 PRODUCTION DESIGN 6950 0 0 6950 WEBSITE EXPENSES 703 0 0 703 GOLF OUTINGS 332614 0 0 355575 OFFICE EXPENSES 1955 0 0 1955 POSTAGE EXPENSE 14717 0 0 14717 STORAGE EXPENSE 4709 0 0 4709 EVENT EXPENSE 147496 0 0 147496 CREDIT CARD FEES 4970 0 0 4970 UTILITIES EXPENSE 8763 0 0 8763 DUES EXPENSE 3505 0 0 3505 COMPUTER EXPENSE 333 0 0 333 BANK CHARGES 6 0 0 6 CREDIT CARD 0 483 ADVISORY FEES 8357 8357 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 HARBOR 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 207 0 0 207