THE JAMES AND ROBIN COOGAN FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE JAMES AND ROBIN COOGAN FOUNDATION (EIN 13-4090179)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-05
- IRS object ID
- 202641259349102129
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-05T16:17:50-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 202840805 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDSTEIN LIEBERMAN & CO LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SUMMIT LAKE DRIVE SUITE 120 | AddressLine1Txt |
| City | VALHALLA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10595 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134090179 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JAMES AND ROBIN COOGAN FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O WILLIAM SULZER | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 9149611300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 PONDFIELD ROAD | AddressLine1Txt |
| City | BRONXVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10708 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES COOGAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9149611300 | PhoneNum |
| Signature | 2026-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANTHONY GARBUIO | PreparerPersonNm |
| PTIN | P00568588 | PTIN |
| Phone | 9147479000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,481,697 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $8 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $91,596 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $91,596 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $447,268 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $778,245 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $447,268 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$474 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$474 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $538,398 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $538,398 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,300 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,300 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,529 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,529 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,529 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $32,036 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $32,036 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,306 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $36,865 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,865 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,135 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $213,275 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $213,275 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $250,140 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,865 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $223,410 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $288,258 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $501,533 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $58,845 | CashBOYAmt |
| Cash EOY | $17,693 | CashEOYAmt |
| Cash EOYFMV | $17,693 | CashEOYFMVAmt |
| Corporate Stock BOY | $4,403,617 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,595,837 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,595,837 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $422,311 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $868,167 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $868,167 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,884,773 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,481,697 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,481,697 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,884,773 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,481,697 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,884,773 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,481,697 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,884,773 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,481,697 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,884,773 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $288,258 | ExcessRevenueOverExpensesAmt |
| Other Increases | $310,791 | OtherIncreasesAmt |
| Subtotal | $5,483,822 | SubtotalAmt |
| Other Decreases | $2,125 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,481,697 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALES OF SECURITIES L/T | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Sold | 2025-12-31 | SoldDt |
| Gross Sales Price | $778,245 | GrossSalesPriceAmt |
| Cost Or Other Basis | $330,977 | CostOrOtherBasisAmt |
| Gain Or Loss | $447,268 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $447,268 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $447,268 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,971 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,971 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,971 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1 | EsPenaltyAmt |
| Tax Due | $4,172 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WILLIAM SULZER | IndividualWithBooksNm |
| Phone | 9149611300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 PONDFIELD ROAD | AddressLine1Txt |
| City | BRONXVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10708 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMES M COOGAN | ||||||||
| 12456 HARBOUR RIDGE BLVD | PALM CITY | FL | 34990 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| ROBIN COOGAN | ||||||||
| 12456 HARBOUR RIDGE BLVD | PALM CITY | FL | 34990 | SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| WILLIAM E SULZER | ||||||||
| 98 EAST GRAND AVE | MONTVALE | NJ | 07645 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DIRECT CASH GRANTS TO SEVERAL NEEDY CHARITABLE,RELIGIOUS AND EDUCATIONAL ORGANIZATIONS. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,865,390 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $434,799 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,300,189 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,300,189 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $79,503 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,220,686 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $261,034 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $261,034 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,971 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,971 | TotalTaxAmt |
| Distributable Before Adj | $254,063 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $254,063 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $254,063 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $223,410 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $223,410 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $254,063 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $213,028 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $223,410 | QualifyingDistributionsAmt |
| Applied To Year1 | $213,028 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,382 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $243,681 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WILLIAM SULZER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 PONDFIELD RD | AddressLine1Txt |
| City | BRONXVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10708 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9149611300 | RecipientPhoneNum |
| Form And Info And Materials | BY LETTER SUPPORTED BY BUDGET FOR EXPENDITURE OF REQUESTED GRANT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NOVEMBER 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (74 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ALS ASSOCIATION | |||||||
| PO BOX 37022 | BOONE | IA | 50037 | PC | UNRESTRICTED | $1,000 | |
| ALZHEIMERS ASSOCIATION | |||||||
| 225 N MICHIGAN AVENUE FLOOR 17 | CHICAGO | IL | 60601 | PC | UNRESTRICTED | $1,500 | |
| AMERICAN RED CROSS | |||||||
| PO BOX 37839 | BOONE | IA | 50037 | PC | UNRESTRICTED | $1,500 | |
| AMERICAN RED CROSS (TEXAS FLOODS) | |||||||
| PO BOX 37839 | BOONE | IA | 50037 | PC | UNRESTRICTED | $1,000 | |
| BOYS & GIRLS CLUB OF MARTIN COUNTY | |||||||
| PO BOX 910 | HOBE SOUND | FL | 33475 | PC | UNRESTRICTED | $10,000 | |
| BEST DAY FOUNDATION | |||||||
| 1140 ANNIE OLAH CRES | CHESAPEAKE | VA | 23322 | PC | UNRESTRICTED | $2,500 | |
| CALVARY HOSPITAL | |||||||
| 1740 EASTCHESTER ROAD | BRONX | NY | 10461 | PC | UNRESTRICTED | $1,000 | |
| CANCER SUPPORT TEAM | |||||||
| 2900 WESTCHESTER AVENUE SUITE 103 | PURCHASE | NY | 10577 | PC | UNRESTRICTED | $5,000 | |
| CATHOLIC CHARITIES | |||||||
| 1011 FIRST AVE | NEW YORK | NY | 10022 | PC | UNRESTRICTED | $1,000 | |
| CALVARY FUND INC | |||||||
| 1740 EASTCHESTER ROAD | BRONX | NY | 10461 | PC | UNRESTRICTED | $1,000 | |
| CATHOLIC RELIEF SERVICES | |||||||
| PO BOX 5200 | HARLAND | IA | 51593 | PC | UNRESTRICTED | $5,000 | |
| THE COMMUNITY FOUNDATION MARTIN - ST LUCIE ( PETER GRIMM) | |||||||
| 851 SE MONTEREY COMMONS BOULEVARD | STUART | FL | 34996 | PC | UNRESTRICTED | $250 | |
| CLEVELAND CLINIC MARTIN HEALTH (GO PINK) | |||||||
| 200 SE HOSPITAL AVE | STUART | FL | 34994 | PC | UNRESTRICTED | $125 | |
| CONVENANT HOUSE | |||||||
| PO BOX 758636 | TOPEKA | KS | 66675 | PC | UNRESTRICTED | $6,000 | |
| THE DREAM CENTER | |||||||
| 2301 BELLEVUE AVE | LOS ANGELES | CA | 90026 | PC | UNRESTRICTED | $1,000 | |
| DAV - DISABLED AMERICAN VETERANS | |||||||
| PO BOX 14301 | CINCINNATI | OH | 45250 | PC | UNRESTRICTED | $2,000 | |
| DISABLED VETERANS NATIONAL FOUNDATION | |||||||
| 4601 FORBES BLVD- SUITE 130 | LANHAM | MD | 20706 | PC | UNRESTRICTED | $1,000 | |
| DOCTORS WITHOUT BORDERS | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | PC | UNRESTRICTED | $1,000 | |
| EASTCHESTER VOLUNTEER AMBULANCE CORP | |||||||
| 257 MAIN STREET | EASTCHESTER | NY | 10709 | PC | UNRESTRICTED | $250 | |
| ELINOR MARTIN | |||||||
| 150 PURCHASE ST STE 9 | RYE | NY | 10580 | PC | UNRESTRICTED | $5,000 | |
| FOUNDATION OF WMCHEALTH (MARIA FARERI) | |||||||
| 100 WOODS ROAD | VALHALLA | NY | 10595 | PC | UNRESTRICTED | $5,000 | |
| THE JESSICA HUMPHREY PRIVATE FAMILY FOUNDATION | |||||||
| 67 BROOKS HILLS CIRCLE | WHITE PLAINS | NY | 10605 | PC | UNRESTRICTED | $1,000 | |
| FLORIDA SHERIFF'S ASSOCIATION | |||||||
| 2617 MAHAN DRIVE | TALLAHASSEE | FL | 32308 | PC | UNRESTRICTED | $100 | |
| GRACEWAY VILLAGE | |||||||
| 1780 HARTMAN ROAD | FORT PIERCE | FL | 34947 | PC | UNRESTRICTED | $10,000 | |
| GREENWICH HOSPITAL FOUNDATION | |||||||
| 35 RIVER ROAD | COS COB | CT | 06807 | PC | UNRESTRICTED | $2,000 | |
| HABITAT FOR HUMANITY | |||||||
| 322 W LAMAR ST | AMERICUS | GA | 31709 | PC | UNRESTRICTED | $1,000 | |
| HARBOUR RIDGE FAMILY FOUNDATION | |||||||
| 12600 HARBOUR RIDGE BLVD | PALM CITY | FL | 34990 | PC | UNRESTRICTED | $5,000 | |
| HOUSE OF HOPE | |||||||
| 2484 SE BONITA ST | STUART | FL | 34997 | PC | UNRESTRICTED | $1,000 | |
| HOLY REDEEMER CATHOLIC CHURCH | |||||||
| 1454 SW MAPP RD | PALM CITY | FL | 34990 | PC | UNRESTRICTED | $2,000 | |
| HOPE COMMUNITY SERVICES | |||||||
| 50 WASHINGTON AVE | NEW ROCHELLE | NY | 10801 | PC | UNRESTRICTED | $1,000 | |
| HOPE RURAL SCHOOL | |||||||
| 15929 DW 150TH STREET | INDIANTOWN | FL | 34956 | PC | UNRESTRICTED | $1,000 | |
| TRI-BORO FOOD PANTRY | |||||||
| 65 PASCACK ROAD | PARK RIDGE | NJ | 07656 | PC | UNRESTRICTED | $3,000 | |
| INTERNATIONAL FELLOWSHIP OF CHRISTIANS & JEWS | |||||||
| 303 E WACKER DRIVE SUITE 2300 | CHICAGO | IL | 60601 | PC | UNRESTRICTED | $1,000 | |
| JACK BREWER FOUNDATION | |||||||
| 1000 PINE ISLAND ROAD SUITE 210 | PLANTATION | FL | 33324 | PC | UNRESTRICTED | $1,000 | |
| JONNYCAKE CENTER OF WESTERLY | |||||||
| 23 INDUSTRIAL DRIVE | WESTERLY | RI | 02891 | PC | UNRESTRICTED | $4,000 | |
| LITERACY VOLUNTEER OF WASHINGTON COUNTY | |||||||
| 7 ELM STREET PO BOX 245 | WESTERLY | RI | 02891 | PC | UNRESTRICTED | $1,000 | |
| YMCA OF GREENWICH | |||||||
| 50 EAST PUTNAM AVENUE | GREENWICH | CT | 06830 | PC | UNRESTRICTED | $4,300 | |
| MARCH OF DIMES | |||||||
| PO BOX 18819 | ATLANTA | GA | 31126 | PC | UNRESTRICTED | $1,000 | |
| MARY THERESE ROSE FUND | |||||||
| 33 WOLFE DRIVE | WANAQUE | NJ | 07465 | PC | UNRESTRICTED | $8,000 | |
| MEALS ON WHEELS AMERICA | |||||||
| PO BOX 791568 | BALTIMORE | MD | 21279 | PC | UNRESTRICTED | $1,500 | |
| MERCY SHIPS | |||||||
| PO BOX 1930 | GARDEN VALLEY | TX | 75771 | PC | UNRESTRICTED | $1,000 | |
| MICHAEL J FOX FOUNDATION | |||||||
| PO BOX 47777 | NEW YORK | NY | 10163 | PC | UNRESTRICTED | $5,000 | |
| MT ST MICHAEL ACADEMY | |||||||
| 4300 MURDOCK AVENUE | BRONX | NY | 10466 | PC | UNRESTRICTED | $25,000 | |
| MULTIPLE MYLOMA RESEARCH FOUNDATION | |||||||
| PO BOX 414238 | BOSTON | MA | 02241 | PC | UNRESTRICTED | $1,000 | |
| NATIONAL CENTER FOR MISSING & EXPLOITED CHILDREN | |||||||
| 333 JOHN CARLYLE STREET STE 125 | ALEXANDRIA | VA | 22314 | PC | UNRESTRICTED | $1,000 | |
| NEIGHBOR HELPING NEIGHBORS RI | |||||||
| PO BOX 406 | CHARLESTOWN | RI | 02813 | PC | UNRESTRICTED | $2,000 | |
| OCEAN COMMUNITY YMCA | |||||||
| 95 HIGH STREET | WESTERLY | RI | 02891 | PC | UNRESTRICTED | $3,000 | |
| OPERATION SMILE | |||||||
| PO BOX 758588 | TOPEKA | KS | 66675 | PC | UNRESTRICTED | $1,000 | |
| RHODE ISLAND CENTER | |||||||
| PO BOX 73 | CAROLINA | RI | 02812 | PC | UNRESTRICTED | $5,000 | |
| SAFE SPACE | |||||||
| 612 SE DIXIE HIGHWAY | STUART | FL | 34994 | PC | UNRESTRICTED | $1,000 | |
| SALT PONDS COALITION | |||||||
| PO BOX 875 | CHARLESTOWN | RI | 02813 | PC | UNRESTRICTED | $250 | |
| SAMARITAN'S PRIDE | |||||||
| PO BOX 3000 | BROONE | NC | 28607 | PC | UNRESTRICTED | $1,000 | |
| SAINT MARYS CHURCH | |||||||
| 178 GREENWICH AVE | GREENWICH | CT | 06830 | PC | UNRESTRICTED | $5,000 | |
| SALVATION ARMY | |||||||
| 2100 PALM BEACH LAKES BLVD | WEST PALM BEACH | FL | 33409 | PC | UNRESTRICTED | $1,000 | |
| SOUTHAMPTON FRESH AIR FUND | |||||||
| 36 BARKERS ISLAND RD | SOUTHAMPTON | NY | 11968 | PC | UNRESTRICTED | $5,500 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | PC | UNRESTRICTED | $2,000 | |
| ST VINCENTS HOSPITAL | |||||||
| 275 NORTH ST | HARRISON | NY | 10528 | PC | UNRESTRICTED | $1,000 | |
| SILVER SHIELD FOUNDATION | |||||||
| 870 UNITED NATIONS PLAZA 1ST FL | NEW YORK | NY | 10017 | PC | UNRESTRICTED | $1,000 | |
| SWIM ACROSS AMERICA INC | |||||||
| 8508 PARK RD 389 | CHARLOTTE | NC | 28210 | PC | UNRESTRICTED | $1,000 | |
| THE UNITED THEATRE | |||||||
| PO BOX 384 | WESTERLY | RI | 02891 | PC | UNRESTRICTED | $1,000 | |
| THE V FOUNDATION FOR CANCER RESEARCH | |||||||
| 14600 WESTON PARKWAY | CARY | NC | 27513 | PC | UNRESTRICTED | $1,000 | |
| TIM TEBOW FOUNDATION | |||||||
| 2220 COUNTY ROAD 210 W STE 108 PMB | JACKSONVILLE | FL | 32259 | PC | UNRESTRICTED | $3,000 | 317 |
| TREASURE COAST FOOD BANK | |||||||
| 401 ANGLE ROAD | FORT PIERCE | FL | 34947 | PC | UNRESTRICTED | $6,000 | |
| TREASURE COAST HOSPICE | |||||||
| 1201 SE INDIAN STREET | STUART | FL | 34997 | PC | UNRESTRICTED | $500 | |
| TUNNEL TO TOWERS | |||||||
| PO BOX 70719 | PHILADELPHIA | PA | 19176 | PC | UNRESTRICTED | $4,000 | |
| UNITED WAY OF ST LUCIE | |||||||
| 4800 S US HIGHWAY 1 | FORT PIERCE | FL | 34982 | PC | UNRESTRICTED | $1,000 | |
| VILLANOVA LAW SCHOOL | |||||||
| 800 LANCASTER AVENUE | VILLANOVA | PA | 19085 | PC | UNRESTRICTED | $2,000 | |
| WARM CENTER | |||||||
| 56 SPRUCE STREET | WESTERLY | RI | 02891 | PC | UNRESTRICTED | $1,000 | |
| WESTERLY HOSPITAL | |||||||
| 25 WELLS ST | WESTERLY | RI | 02891 | PC | UNRESTRICTED | $6,000 | |
| WHITE PLAINS HOSPITAL | |||||||
| 41 EAST POST ROAD | WHITE PLAINS | NY | 10601 | PC | UNRESTRICTED | $10,000 | |
| WOMEN AND GIRLS FUND OF WAUKESHA COUNTY | |||||||
| N17W24100 RIVERWOOD DR | WAUKESHA | WI | 53188 | PC | UNRESTRICTED | $1,000 | |
| WOUNDED WARRIOR PROJECT | |||||||
| PO BOX 758516 | TOPEKA | KS | 66675 | PC | UNRESTRICTED | $2,000 | |
| BREAKTHROUGH T1D FORMERLY JDRF | |||||||
| PO BOX 5042 | HAGERSTOWN | MD | 21741 | PC | UNRESTRICTED | $1,000 | |
| CLEVELAND CLINIC MARTIN HEALTH BARSTOW REED SOCIETY | |||||||
| 200 SE HOSPITAL AVE PO BOX 9010 | STUART | FL | 34995 | PC | UNRESTRICTED | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $213,275 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $91,596 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $0 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $447,268 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $538,872 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $538,872 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $3,300 | Amt |
| Net Investment Income | $3,300 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,300 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY SECURITIES | StockNm |
| EOY Book Value | $4,595,837 | EOYBookValueAmt |
| EOYFMV | $4,595,837 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MONEY MARKET FUNDS | AT COST | $744,736 | $744,736 |
| PARTNERSHIPS | AT COST | $123,431 | $123,431 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX | Desc |
| Amt | $2,125 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PRINTING AND COPYING | $27 | $27 | $27 |
| BOOKKEEPING | $5,000 | $5,000 | $5,000 |
| INVESTMENT MANAGEMENT FEES | $26,730 | $26,730 | $0 |
| POSTAGE, MAILING SERVICE | $279 | $279 | $279 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ENTERPRISE PRODUCTS LP | Desc |
| Revenue And Expenses Per Books | -$474 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$474 | NetInvestmentIncomeAmt |
| Adjusted Net Income | -$474 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON MARKETABLE SECURITIES AND PARTNERSHIPS | Desc |
| Amt | $310,791 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS TAX | $250 | $250 | $250 |
| FOREIGN TAX | $1,279 | $1,279 | $1,279 |