COWLES CHARITABLE TRUST: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- COWLES CHARITABLE TRUST (EIN 13-6090295)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2024-01-15
- IRS object ID
- 202440169349100769
- Schema version
- 2022v5.0
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-01-15T08:10:11-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136090295 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COWLES CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COWL | BusinessNameControlTxt |
| Phone | 7189389762 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 50027 | AddressLine1Txt |
| City | STATEN ISLAND | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10305 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIE BASKEVICH | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7189389762 | PhoneNum |
| Signature | 2023-12-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JULIE | PersonFirstNm |
| Person Last | BASKEVICH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PENELOPE CIROLA | PreparerPersonNm |
| PTIN | P01363402 | PTIN |
| Phone | 2122970400 | PhoneNum |
| Preparation | 2023-12-21 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $23,145,515 | 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 | $48 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $48 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $631,699 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $652,603 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $743,545 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,556,121 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $743,545 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,151 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,164 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,381,443 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,402,360 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $115,793 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $77,234 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $38,559 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $9,095 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,650 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,650 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $25,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $12,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $135,527 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $135,527 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $60,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $9,161 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,161 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $50,938 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $23,300 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $27,638 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $407,164 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $248,561 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $89,508 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,248,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,248,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,655,164 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $248,561 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,337,508 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$273,721 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,153,799 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $323,263 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $193,191 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $193,191 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,299,575 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,710,781 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,643,741 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $12,057,619 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,795,212 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,363,036 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,297,885 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,005,437 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $945,547 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $14,978,342 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,704,621 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,145,515 | 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 | $14,978,342 | RetainedEarningBOYAmt |
| Retained Earning EOY | $14,704,621 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,978,342 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,704,621 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,978,342 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,704,621 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,978,342 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$273,721 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $14,704,621 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,704,621 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| MSSB | 2022-01-01 | 2022-12-31 | $659,184 | $110,150 | $549,034 | $549,034 | |
| SCHWAB | 2022-01-01 | 2022-12-31 | $1,886,485 | $1,702,426 | $184,059 | $184,059 | |
| 1900 APPLE INC | $0 | $0 | P | ||||
| 200 COCA COLA | $0 | $0 | P | ||||
| 200 DEERE & CO | $0 | $0 | P | ||||
| ISHARES SILVER SHS | $0 | $0 | P | ||||
| SPDR GOLD TR GOLD SHS | $0 | $0 | P | ||||
| WARNER BROS DISCOVERY INC | $0 | $0 | P | ||||
| 2000 WALT DISNEY CO HOLDING CO | $0 | $0 | P | ||||
| 875 3M COMPANY | $0 | $0 | P | ||||
| 440 APPLE INC | $0 | $0 | P | ||||
| 165 EMBECTA CORP | $0 | $0 | P | ||||
| 820 DIGITAL REALTY TR | $0 | $0 | P | ||||
| 460 PAYPAL HOLDINGS | $0 | $0 | P | ||||
| 1800 SYNCHRONY FINL | $0 | $0 | P | ||||
| 625 TAIWAN SMCND MFG CO LTD ADR | $0 | $0 | P | ||||
| 250000 CONSTELLATION BR | $0 | $0 | P | ||||
| 250000 MARRIOTT INTER | $0 | $0 | P | ||||
| 250000 US TREAS BONDS 6.25% | $0 | $0 | P | ||||
| 75000 US TREAS BOND 2.25 | $0 | $0 | P | ||||
| 125000 US TREAS NOTES | $0 | $0 | P | ||||
| 300000 US TREAS NOTES | $0 | $0 | P | ||||
| 125000 US TREAS NOTES | $0 | $0 | P | ||||
| CAPITAL GAINS DIVIDENDS | $10,452 | $10,452 | $10,452 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $743,545 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $733,093 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,038 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16,038 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16,038 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $70,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $35,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $105,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $88,962 | OverpaymentAmt |
| Applied To ES Tax | $88,962 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| 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 | JULIE BASKEVICH TREASURER | IndividualWithBooksNm |
| Phone | 7189389762 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 143 NIXON AVE | AddressLine1Txt |
| City | STATEN ISLAND | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10304 | 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 (13 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 |
|---|---|---|---|---|---|---|---|---|
| GARDNER COWLES III | ||||||||
| PO BOX 219 | RUMSON | NJ | 07760 | TRUSTEE EMERITUS | 0.00 | $0 | $0 | $0 |
| MARY CROFT | ||||||||
| PO BOX 219 | RUMSON | NJ | 07760 | TREASURER AND SECRETARY | 15.00 | $115,793 | $0 | $0 |
| LOIS ELEANOR HARRISON | ||||||||
| PO BOX 219 | RUMSON | NJ | 07760 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KATE COWLES NICHOLS | ||||||||
| PO BOX 219 | RUMSON | NJ | 07760 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| VIRGINIA COWLES SCHROTH | ||||||||
| PO BOX 219 | RUMSON | NJ | 07760 | CHAIRMAN AND TRUSTEE | 2.00 | $0 | $0 | $0 |
| JAN S COWLES | ||||||||
| PO BOX 219 | RUMSON | NJ | 07760 | TRUSTEE EMERITUS | 0.00 | $0 | $0 | $0 |
| CHARLES COWLES | ||||||||
| PO BOX 219 | RUMSON | NJ | 07760 | TRUSTEE EMERITUS | 0.00 | $0 | $0 | $0 |
| JOHN PATRICK HARRISON | ||||||||
| PO BOX 219 | RUMSON | NJ | 07760 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ELIZABETH STRAUSS | ||||||||
| PO BOX 219 | RUMSON | NJ | 07760 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KATE STRAUSS LONG | ||||||||
| PO BOX 219 | RUMSON | NJ | 07760 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LISE CHARLIER | ||||||||
| PO BOX 219 | RUMSON | NJ | 07760 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BETTY FLEMING | ||||||||
| PO BOX 219 | RUMSON | NJ | 07760 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MATTHEW SCHROTH | ||||||||
| PO BOX 219 | RUMSON | NJ | 07760 | TRUSTEE | 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 |
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 | $23,750,947 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $791,141 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,542,088 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $24,542,088 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $368,131 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,173,957 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,208,698 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,208,698 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,038 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,038 | TotalTaxAmt |
| Distributable Before Adj | $1,192,660 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,192,660 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,192,660 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,337,508 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,337,508 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,192,660 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $165,092 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $216,828 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $292,283 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $265,534 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $123,343 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,063,080 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,337,508 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,192,660 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $144,848 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,207,928 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $165,092 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,042,836 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $216,828 | ExcessFromYear4Amt |
| Excess From Year3 | $292,283 | ExcessFromYear3Amt |
| Excess From Year2 | $265,534 | ExcessFromYear2Amt |
| Excess From Year1 | $123,343 | ExcessFromYear1Amt |
| Excess From Current Year | $144,848 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JULIE BASKEVICH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 50027 | AddressLine1Txt |
| City | STATEN ISLAND | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7189389762 | RecipientPhoneNum |
| Recipient Email Address | COWLESCHARITABLETRUST.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (221 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 92ND STREET Y | |||||||
| 1395 LEXINGTON AVE | NEW YORK | NY | 10128 | PC | THE ARTS | $2,500 | |
| AMERICAN CIVIL LIBERTIES UNION | |||||||
| 125 BROAD ST 18TH FL | NEW YORK | NY | 10004 | PC | CHARITABLE | $2,000 | |
| AMERICAN MUSEUM OF NATURAL HISTORY | |||||||
| CENTRAL PARK WEST 79TH ST | NEW YORK | NY | 10024 | PC | EDUCATION | $1,500 | |
| AMERICAN RED CROSS JERSEY COAST CHAPTER | |||||||
| 1540 WEST PARK AVE | OCEAN | NJ | 07712 | PC | CHARITABLE | $7,500 | |
| AMERICAS SOCIETY | |||||||
| 680 PARK AVENUE | NEW YORK | NY | 10065 | PC | CHARITABLE | $7,500 | |
| ANIMAL MEDICAL CENTER | |||||||
| 510 E 62ND ST | NEW YORK | NY | 10065 | PC | MEDICAL | $2,500 | |
| APOLLO THEATER FOUNDATION | |||||||
| 253 WEST 125TH ST | NEW YORK | NY | 10027 | PC | THE ARTS | $5,000 | |
| ART COUNCIL | |||||||
| 45 MAIN ST STE 515 | BROOKLYN | NY | 11201 | PC | THE ARTS | $5,000 | |
| ART EFFECT THE | |||||||
| 45 PERSHING AVE | POUGHKEEPSIE | NY | 12601 | PC | THE ARTS | $15,000 | |
| ARTIST SPACE | |||||||
| 38 GREENE ST | NEW YORK | NY | 10013 | PC | THE ARTS | $5,000 | |
| ARTS MID-HUDSON | |||||||
| 696 DUTCHESS TURNPIKE STE F | POUGHKEEPSIE | NY | 12603 | PC | THE ARTS | $15,000 | |
| BALTIMORE EDUCATIONAL SCHOLARSHIP TRUST | |||||||
| 808 N CHARLES ST | BALTIMORE | MD | 21201 | PC | EDUCATION | $5,000 | |
| BARD GRADUATE CENTER | |||||||
| 18 W 86TH ST | NEW YORK | NY | 10024 | PC | EDUCATION | $7,500 | |
| BOWDOIN COLLEGE | |||||||
| 5800 COLLEGE STATION | BRUNSWICK | ME | 04011 | PC | EDUCATION | $10,000 | |
| BRADY CENTER TO PREVENT GUN VIOLENCE | |||||||
| 840 FIRST STREET NE STE 400 | WASHINGTON | DC | 20002 | PC | CHARITABLE | $4,000 | |
| BREAST CANCER ACTION | |||||||
| 657 MISSION ST STE 302 | SAN FRANCISCO | CA | 94105 | PC | MEDICAL | $6,000 | |
| BRIDGE FUND OF NEW YORK CITY THE | |||||||
| 271 MADISON AVE STE 907 | NEW YORK | NY | 10016 | PC | CHARITABLE | $7,500 | |
| BROOKLYN ACADEMY OF MUSIC | |||||||
| 30 LAFAYETTE AVE | BROOKLYN | NY | 11217 | PC | THE ARTS | $5,000 | |
| BROOKLYN MUSEUM | |||||||
| 200 EASTERN PARKWAY | BROOKLYN | NY | 11238 | PC | THE ARTS | $10,000 | |
| BROOKWOOD FLORIDA | |||||||
| 901 SEVENTH AVE SOUTH | ST PETERRSBURG | FL | 33705 | PC | CHARITABLE | $3,000 | |
| BUXTON COLLEGE | |||||||
| 291 SOUTH ST | WILLIAMSTOWN | MA | 01267 | PC | EDUCATION | $5,000 | |
| CAMBRIDGE SCHOOL OF WESTON | |||||||
| 45 GEORGIAN RD | WESTON | MA | 02493 | PC | EDUCATION | $27,000 | |
| CANDID | |||||||
| 32 OLD SLIP 24TH FL | NEW YORK | NY | 10003 | PC | EDUCATION | $2,500 | |
| CATHEDRAL CHURCH OF ST JOHN THE DIVINE | |||||||
| 1047 AMSTERDAM AVE | NEW YORK | NY | 10025 | PC | CHARITABLE | $6,000 | |
| CENTER FOR ALTERNATIVE SENTENCING AND EMPLOYMENT | |||||||
| 151 LAWRENCE ST 3RD FL | BROOKLYN | NY | 11201 | PC | CHARITABLE | $10,000 | |
| CENTER FOR SPIRITUAL AND ETHICAL EDUCATION | |||||||
| 910 M STREET NW 722 | WASHINGTON | DC | 20001 | PC | EDUCATION | $7,000 | |
| CENTRAL PARK CONSERVANCY | |||||||
| 14 EAST 60TH ST | NEW YORK | NY | 10022 | PC | CHARITABLE | $5,000 | |
| CHILDREN'S MUSEUM OF ARTS | |||||||
| 103 CHARLTON ST | NEW YORK | NY | 10014 | PC | THE ARTS | $5,000 | |
| CHINATI FOUNDATION | |||||||
| 1 CAVALRY ROW PO BOX 1135 | MARFA | TX | 79843 | PC | THE ARTS | $5,000 | |
| CITY PARKS FOUNDATION | |||||||
| 830 FIFTH AVE | NEW YORK | NY | 10021 | PC | CHARITABLE | $5,000 | |
| CITYARTS | |||||||
| 77 BLEECKER ST SUITE C2-18 | NEW YORK | NY | 10012 | PC | THE ARTS | $3,000 | |
| CITYMEALS-ON-WHEELS | |||||||
| 355 LEXINGTON AVE 3RD FL | NEW YORK | NY | 10017 | PC | CHARITABLE | $12,000 | |
| COALITION FOR THE HOMLESS | |||||||
| 129 FULTON ST | NEW YORK | NY | 10038 | PC | CHARITABLE | $5,000 | |
| COLUMBIA LAW SCHOOL | |||||||
| 435 W 116TH ST | NEW YORK | NY | 10027 | PC | EDUCATION | $2,500 | |
| CREATIVE TIME | |||||||
| 59 EAST 4TH ST 6TH FLOOR | NEW YORK | NY | 10003 | PC | THE ARTS | $10,000 | |
| CROHNS & COLITIS FOUNDATION - NY CHAPTER | |||||||
| 120 BROADWAY STE 1050A | NEW YORK | NY | 10271 | PC | MEDICAL | $6,000 | |
| CUMBERLANDS UNIVERSITY | |||||||
| 6191 COLLEGE STATION DRIVE | WILLIAMSBURG | KY | 40769 | PC | EDUCATION | $7,500 | |
| DES MOINES SYMPHONY ASSOCIATION | |||||||
| 1011 LOCUST ST STE 200 | DES MOINES | IA | 50309 | PC | THE ARTS | $6,000 | |
| DIA ART FOUNDATION | |||||||
| 535 WEST 22ND ST | NEW YORK | NY | 10011 | PC | THE ARTS | $10,000 | |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 SEVENTH AVE 2ND FL | NEW YORK | NY | 10001 | PC | MEDICAL | $5,000 | |
| DOE FUND | |||||||
| 232 E 84TH ST | NEW YORK | NY | 10028 | PC | CHARITABLE | $5,000 | |
| DRAWING CENTER | |||||||
| 35 WOOSTER ST | NEW YORK | NY | 10013 | PC | THE ARTS | $5,000 | |
| EAGLEBROOK SCHOOL | |||||||
| 271 PINE NOOK RD | DEERFIELD | MA | 01342 | PC | EDUCATION | $10,000 | |
| EAST HARLEM TUTORIAL PROGRAM | |||||||
| 2035 SECOND AVE | NEW YORK | NY | 10029 | PC | EDUCATION | $7,500 | |
| EAST SIDE HOUSE | |||||||
| 337 ALEXANDER AVENUE | BRONX | NY | 10454 | PC | CHARITABLE | $2,500 | |
| EQUAL JUSTICE USA | |||||||
| 20 JAY ST SUITE 808 | BROOKLYN | NY | 11201 | PC | CHARITABLE | $7,500 | |
| EQUALITY FLORIDA INSTITUTE | |||||||
| PO BOX 13184 | ST PETERSBURG | FL | 33733 | PC | CHARITABLE | $2,000 | |
| FAIRNESS & ACCURACY IN REPORTING | |||||||
| 124 W 30TH ST SUITE 201 | NEW YORK | NY | 10001 | PC | CHARITABLE | $5,000 | |
| FLORIDA CRAFT ART | |||||||
| 501 CENTRAL AVE | ST PETERSBURG | FL | 33701 | PC | THE ARTS | $5,000 | |
| FOODBANK FOR NEW YORK CITY | |||||||
| 39 BROADWAY | NEW YORK | NY | 10006 | PC | CHARITABLE | $5,000 | |
| FRESH AIR FUND THE | |||||||
| 633 THIRD AVE 14TH FL | NEW YORK | NY | 10017 | PC | CHARITABLE | $1,500 | |
| FRIENDS OF THE UNDERLINE | |||||||
| 1004 COTORRO AVE | CORAL GABLES | FL | 33146 | PC | CHARITABLE | $10,000 | |
| FRIENDS SCHOOL OF BALTIMORE | |||||||
| 5114 N CHARLES ST | BALTIMORE | MD | 21210 | PC | EDUCATION | $2,000 | |
| GRASP | |||||||
| 40569 CALLE BALDERAS | INDIO | CA | 92203 | PC | CHARITABLE | $35,000 | |
| GAY MENS HEALTH CRISIS | |||||||
| 446 W 33RD ST | NEW YORK | NY | 10001 | PC | MEDICAL | $7,500 | |
| GEDCO | |||||||
| 1010 E 33RD ST | BALTIMORE | MD | 21218 | PC | CHARITABLE | $3,000 | |
| GENESIS HEALTH SERVICES | |||||||
| 3333 N WASHINGTON BLVD STE 3 | SARASOTA | FL | 34234 | PC | MEDICAL | $10,000 | |
| GOD'S LOVE WE DELIVER | |||||||
| 166 AVENUE OF THE AMERICAS | NEW YORK | NY | 10013 | PC | CHARITABLE | $12,500 | |
| GRANT FOUNDATION THE | |||||||
| 2840 LIBERTY AVE SUITE 201 | PITTSBURGH | PA | 15222 | PC | MEDICAL | $20,000 | |
| GREEN STREET ACADEMY | |||||||
| 125 N HILTON ST | BALTIMORE | MD | 21229 | PC | EDUCATION | $3,000 | |
| GREYHOUND ADVANCEMENT CENTER | |||||||
| 9019 4TH STREET NORTH | ST PETERSBURG | FL | 33702 | PC | CHARITABLE | $10,000 | |
| HARLEM ACADEMY | |||||||
| 1330 FIFTH AVENUE | NEW YORK | NY | 10026 | PC | EDUCATION | $3,000 | |
| INTREPID SEA AIR & SPACE MUSEUM | |||||||
| W 46TH ST 12TH AVE | NEW YORK | NY | 10036 | PC | EDUCATION | $5,000 | |
| JAZZ AT LINCOLN | |||||||
| 3 COLUMBUS CIRCLE STE 1200 | NEW YORK | NY | 10019 | PC | THE ARTS | $2,500 | |
| JEWISH FAMILY AND CHILDREN'S SERVICES OF THE SUNCO | |||||||
| 2688 FRUITVILLE RD | SARASOTA | FL | 34237 | PC | CHARITABLE | $7,500 | |
| KITCHEN THE | |||||||
| W 19TH ST | NEW YORK | NY | 10011 | PC | THE ARTS | $5,000 | |
| LAWRENCEVILLE SCHOOL | |||||||
| PO BOX 6126 | LAWRENCEVILLE | NJ | 08648 | PC | EDUCATION | $20,000 | |
| LEARNING ALLY | |||||||
| 20 ROSZEL RD | PRINCETON | NJ | 08540 | PC | MEDICAL | $5,000 | |
| LENOX HILL NEIGHBORHOOD HOUSE | |||||||
| 331 E 70TH ST | NEW YORK | NY | 10021 | PC | CHARITABLE | $10,000 | |
| LOWE ART MUSEUM | |||||||
| 1301 STANFORD DR | CORAL GABLES | FL | 33146 | PC | THE ARTS | $10,000 | |
| LOWER EAST SIDE TENEMENT MUSEUM | |||||||
| 91 ORCHARD ST | NEW YORK | NY | 10002 | PC | EDUCATION | $5,000 | |
| LUNCH BREAK | |||||||
| 121 DRS JAMES PARKER BLVD | RED BANK | NJ | 07701 | PC | CHARITABLE | $4,000 | |
| MADEIRA SCHOOLTHE | |||||||
| 8328 GEORGETOWN PIKE | MCLEAN | VA | 22102 | PC | EDUCATION | $10,000 | |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | PC | MEDICAL | $10,000 | |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVE | NEW YORK | NY | 10028 | PC | THE ARTS | $10,000 | |
| MIAMI - DADE COLLEGE - MIAMI BOOK FAIR | |||||||
| 300 NE 2ND AVE FREEDON TOWER 7 FL | MIAMI | FL | 33127 | PC | EDUCATION | $5,000 | |
| MIAMI CITY BALLET | |||||||
| 2200 LIBERTY AVE | MIAMI BEACH | FL | 33139 | PC | THE ARTS | $6,000 | |
| MIRACLE FLIGHTS FOR KIDS | |||||||
| 2764 N GREEN VALLEY PKWY STE 115 | GREEN VALLEY | NV | 89014 | PC | MEDICAL | $3,000 | |
| MONMOUTH COUNTY SPCA | |||||||
| 260 WALL STREET | EATONTOWN | NJ | 07724 | PC | CHARITABLE | $10,000 | |
| MOTE MARINE LABORATORY | |||||||
| 1600 KEN THOMPSON PARKWAY | SARASOTA | FL | 34236 | PC | EDUCATION | $10,000 | |
| MULTICULTURAL HEALTH INSTITUTE | |||||||
| 677 NORTH WASHINGTON BLVD SUITE 17 | SARASOTA | FL | 34236 | PC | MEDICAL | $10,000 | |
| MUNICIPAL ART SOCIETY OF NEW YORK | |||||||
| 488 MADISON AVE STE 1900 | NEW YORK | NY | 10022 | PC | CHARITABLE | $1,500 | |
| MUSEUM OF CONTEMPORARY ART - NORTH | |||||||
| 770 NE 125TH ST | NORTH MIAMI | FL | 33161 | PC | THE ARTS | $3,000 | |
| MUSEUM OF MODERN ART | |||||||
| 11 W 53RD ST | NEW YORK | NY | 10019 | PC | THE ARTS | $5,000 | |
| MUSEUM OF THE CITY OF NEW YORK | |||||||
| 1220 FIFTH AVE | NEW YORK | NY | 10029 | PC | THE ARTS | $10,000 | |
| NANCY B NEGLEY ARTISTS RESIDENCY PROGRAM | |||||||
| 2121 SAGE RD STE 235 | HOUSTON | TX | 77056 | PC | THE ARTS | $10,000 | |
| NATIONAL PUBLIC RADIO | |||||||
| 11 W 42ND ST 19 | NEW YORK | NY | 10036 | PC | EDUCATION | $5,000 | |
| NATIONAL URBAN LEAGUE | |||||||
| 120 WALL ST 8TH FL | NEW YORK | NY | 10005 | PC | CHARITABLE | $1,500 | |
| NEW WORLD SYMPHONY | |||||||
| 500 17TH ST | MIAMI BEACH | FL | 33139 | PC | THE ARTS | $10,000 | |
| NEW YORK BOTANICAL GARDEN | |||||||
| 2900 SOUTHERN BLVD | BRONX | NY | 10458 | PC | THE ARTS | $8,000 | |
| NEW YORK CITY BALLET | |||||||
| 20 LINCOLN CENTER | NEW YORK | NY | 10023 | PC | THE ARTS | $6,000 | |
| NEW YORK COMMON PANTRY | |||||||
| 8 E 109TH STREET | NEW YORK | NY | 10029 | PC | CHARITABLE | $10,000 | |
| NEW YORK FOUNDATION FOR THE ARTS | |||||||
| 20 JAY STREET SUITE 740 | BROOKLYN | NY | 11201 | PC | THE ARTS | $5,000 | |
| NEW YORK FOUNDLING HOSPITALTHE | |||||||
| 590 AVENUE OF THE AMERICAS | NEW YORK | NY | 10011 | PC | MEDICAL | $3,000 | |
| NEW YORK PUBLIC LIBRARY | |||||||
| 445 FIFTH AVE | NEW YORK | NY | 10016 | PC | EDUCATION | $5,000 | |
| NEW YORKERS FOR PARKS | |||||||
| 55 BROAD ST 23RD FL | NEW YORK | NY | 10004 | PC | CHARITABLE | $7,500 | |
| NORTHSIDE CENTER FOR CHILD DEVELOPMENT | |||||||
| 1301 FIFTH AVE | NEW YORK | NY | 10029 | PC | MEDICAL | $7,000 | |
| NU DECO ENSEMBLE | |||||||
| 2100 BISCAYNE BLVD | MIAMI | FL | 33137 | PC | THE ARTS | $10,000 | |
| PALEY CENTER FOR MEDIA | |||||||
| 25 W 52ND STREET | NEW YORK | NY | 10019 | PC | EDUCATION | $4,000 | |
| PELICAN HARBOR SEABIRD STATION | |||||||
| 1279 NE 79TH ST CAUSEWAY | MIAMI | FL | 33138 | PC | EDUCATION | $2,000 | |
| PINES OF SARASOTA | |||||||
| 1501 N ORANGE AVE | SARASOTA | FL | 34236 | PC | CHARITABLE | $2,500 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| REGIONAL HEADQUARTERS 736 CENTRAL | SARASOTA | FL | 34236 | PC | EDUCATION | $5,000 | AVE |
| PLANNED PARENTHOOD OF NEW YORK CITY | |||||||
| 26 BLEECKER ST | NEW YORK | NY | 10012 | PC | EDUCATION | $5,000 | |
| PLANNED PARENTHOOD OF SW AND CENTRAL FLORIDA | |||||||
| 736 CENTRAL AVE | SARASOTA | FL | 34236 | PC | EDUCATION | $6,000 | |
| POETS & WRITERS | |||||||
| 90 BROAD STREET STE 2100 | NEW YORK | NY | 10004 | PC | THE ARTS | $6,000 | |
| PROJECT 180 SARASOTA | |||||||
| 311 SARASOTA CENTER BLVD | SARASOTA | FL | 34240 | PC | CHARITABLE | $3,000 | |
| PUBLIC ART FUND | |||||||
| 1 E 53RD STREET | NEW YORK | NY | 10022 | PC | THE ARTS | $7,500 | |
| PUBLIC THEATER | |||||||
| 425 LAFAYETTE STREET | NEW YORK | NY | 10003 | PC | THE ARTS | $6,000 | |
| REACH AND TEACH MINISTRY | |||||||
| PO BOX 521 | CLEARWATER | FL | 33757 | PC | CHARITABLE | $15,000 | |
| RESIDENCY UNLIMITED | |||||||
| 360 COURT ST STE 4 | BROOKLYN | NY | 11231 | PC | THE ARTS | $1,500 | |
| RINGLING COLLEGE OF ART AND DESIGN | |||||||
| 2700 N TAMIAMI TRAIL | SARASOTA | FL | 34234 | PC | EDUCATION | $2,500 | |
| SAFE PLACE AND RAPE CRISIS CENTER | |||||||
| 2139 MAIN ST | SARASOTA | FL | 34237 | PC | CHARITABLE | $5,000 | |
| ST GEORGE'S SCHOOL | |||||||
| 372 PURGATORY ROAD | MIDDLETOWN | RI | 02842 | PC | EDUCATION | $10,000 | |
| SALVATION ARMY OF GREATER NEW YORK | |||||||
| 120 W 14TH ST | NEW YORK | NY | 10011 | PC | CHARITABLE | $1,500 | |
| SARASOTA SUNCOAST COMMUNITY CHURCH | |||||||
| 8000 HARWKINS RD | SRASOTA | FL | 34241 | PC | CHARITABLE | $10,000 | |
| SECOND HEART HOMES | |||||||
| 5190 26TH ST WEST UNIT A | BRADENTON | FL | 342303886 | PC | CHARITABLE | $3,000 | |
| SISTER CITIES ESSEX HAITI | |||||||
| PO BOX 26 | ESSEX | CT | 06426 | PC | EDUCATION | $16,000 | |
| SOCRATES SCULPTURE PARK | |||||||
| PO BOX 6259 32-01 VERNON BLVD | LONG ISLAND CITY | NY | 11106 | PC | THE ARTS | $4,000 | |
| SOUTHAMPTON FRESH AIR HOME | |||||||
| 36 BAKERS ISLAND RD | SOUTHAMPTON | NY | 11968 | PC | CHARITABLE | $3,000 | |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | PC | CHARITABLE | $12,000 | |
| SPENCE-CHAPIN SERVICES TO FAMILIES AND CHILDREN | |||||||
| 410 E 92ND ST | NEW YORK | NY | 10128 | PC | CHARITABLE | $5,000 | |
| STORM KING ART CENTER | |||||||
| 1 MUSEUM ROAD | NEW WINDSOR | NY | 12553 | PC | THE ARTS | $6,000 | |
| STUDIO MUSEUM IN HARLEM | |||||||
| 144 W 125TH STREET | NEW YORK | NY | 10027 | PC | THE ARTS | $10,000 | |
| TAMPA BAY WATCH | |||||||
| 3000 PINELLAS BAYWAY S | TIERRA VERDE | FL | 33715 | PC | EDUCATION | $2,000 | |
| UNION OF CONCERNED SCIENTISTS | |||||||
| TWO BRATTLE SQUARE 6TH FL | CAMBRIDGE | MA | 02138 | PC | CHARITABLE | $10,000 | |
| UNIVERSAL SHAIVA FELLOWSHIP | |||||||
| 10925 STEVER STREET | CULVER CITY | CA | 90230 | PC | EDUCATION | $15,000 | |
| VANGUARD SCHOOL | |||||||
| 317 E 67TH ST | NEW YORK | NY | 10065 | PC | EDUCATION | $25,000 | |
| VERMONT STUDIO CENTER | |||||||
| 80 PEARL STREET | JOHNSON | VT | 05656 | PC | THE ARTS | $6,000 | |
| VIZCAYA MUSEUM AND GARDEN TRUST | |||||||
| 3251 SOUTH MIAMI AVE | MIAMI | FL | 33129 | PC | THE ARTS | $7,500 | |
| VOLUNTEER LAWYERS FOR THE ARTS | |||||||
| 1 EAST 53RD ST | NEW YORK | NY | 10022 | PC | CHARITABLE | $2,500 | |
| WASSAIC PROJECT | |||||||
| 37 FURNACE BANK RD | WASSAIC | NY | 12592 | PC | THE ARTS | $15,000 | |
| WHITNEY MUSEUM OF AMERICAN ART | |||||||
| 99 GANSEVOORT ST | NEW YORK | NY | 10014 | PC | THE ARTS | $10,000 | |
| WOMEN'S HOUSING & ECONOMIC DEVELOPMENT | |||||||
| 50 EAST 168TH ST | BRONX | NY | 10452 | PC | CHARITABLE | $2,000 | |
| WOMENS STUDIO WORKSHOP | |||||||
| PO BOX 489 | ROSENDALE | NY | 12472 | PC | THE ARTS | $10,000 | |
| WORLD CENTRAL KITCHEN | |||||||
| 200 MASSACHUSETTS AVE NW 7TH FL | WASHINGTON | DC | 20001 | PC | CHARITABLE | $10,000 | |
| ALDRICH CONTEMPORARY ART MUSEUM | |||||||
| 258 MAIN ST | RIDGEFIELD | CT | 06877 | PC | THE ARTS | $5,000 | |
| ALLEN-STEVENSON SCHOOL | |||||||
| 132 EAST 78TH ST | NEW YORK | NY | 10075 | PC | EDUCATION | $3,000 | |
| ALLEY POND ENVIRONMENTAL CENTER INC | |||||||
| 224-65 76TH AVE | OAKLAND GARDENS | NY | 11364 | PC | CHARITABLE | $1,500 | |
| ALLIANCE FOR YOUNG ARTISTS & WRITERS | |||||||
| 557 BROADWAY | NEW YORK | NY | 10012 | PC | THE ARTS | $1,500 | |
| ALVIN AILEY DANCE FOUNDATION INC | |||||||
| 405 W 55TH ST | NEW YORK | NY | 10019 | PC | THE ARTS | $2,500 | |
| AMERICAN AGORA FOUNDATION INC | |||||||
| 27 UNION SQ W STE 302 | NEW YORK | NY | 10003 | PC | CHARITABLE | $1,500 | |
| AMFAR THE AMERICAN FOUNDATION FOR AIDS RESEARCH | |||||||
| 120 WALL ST 13TH FL | NEW YORK | NY | 10005 | PC | MEDICAL | $3,500 | |
| APOLLO PACT INC | |||||||
| 446 E 86TH ST APT 7D | NEW YORK | NY | 10028 | PC | MEDICAL | $7,500 | |
| ART21 INC | |||||||
| 231 W 29TH ST STE 706 | NEW YORK | NY | 10001 | PC | THE ARTS | $5,000 | |
| BIKES FOR TYKES INC | |||||||
| 5950 COPE LN | NAPLES | FL | 34112 | PC | CHARITABLE | $1,000 | |
| BOOK FAIRIES | |||||||
| 70 N MAIN ST | FREEPORT | NY | 11520 | PC | EDUCATION | $1,500 | |
| BROOKLYN BOTANIC GARDEN | |||||||
| 1000 WASHINGTON AVE | BROOKLYN | NY | 11225 | PC | CHARITABLE | $3,000 | |
| BROOKLYN BUREAU OF COMMUNITY SERVICE | |||||||
| PO BOX 24630 | BROOKLYN | NY | 11202 | PC | CHARITABLE | $3,500 | |
| BUDDY SYSTEM MIA | |||||||
| 694 NE 76TH ST APT 5 | MIAMI | FL | 33138 | PC | CHARITABLE | $1,500 | |
| CALIFORNIA RURAL LEGAL ASSISTANCE FOUNDATION | |||||||
| 2210 K ST STE 201 | SACRAMENTO | CA | 95816 | PC | CHARITABLE | $3,000 | |
| CAMILLUS HOUSE | |||||||
| 1603 NW 7TH AVE | MIAMI | FL | 33136 | PC | CHARITABLE | $3,500 | |
| CASA FAMILIA INC | |||||||
| 1550 DOUGLAS RD STE 280 | MIAMI | FL | 33134 | PC | CHARITABLE | $1,000 | |
| CENTER FOR ARTISTIC ACTIVISM | |||||||
| PO BOX 543 | BEACON | NY | 12508 | PC | THE ARTS | $1,500 | |
| CENTERSTONE OF FLORIDA | |||||||
| 391 6TH AVE W | BRADENTON | FL | 34205 | PC | MEDICAL | $2,000 | |
| CHILDREN FIRST INC | |||||||
| 1723 N ORANGE AVE | SARASOTA | FL | 34234 | PC | EDUCATION | $1,500 | |
| CIVIC MUSIC ASSOCIATION OF DES MOINES | |||||||
| 900 KEOSAUQUA WAY STE 113 | DES MOINES | IA | 50309 | PC | THE ARTS | $1,500 | |
| CLEAN AIR TASK FORCE INC | |||||||
| 114 STATE ST 6TH FL | BOSTON | MA | 02109 | PC | CHARITABLE | $2,000 | |
| CLEAN AND HEALTHY NEW YORK INC | |||||||
| 25 ELK ST GARDEN SUITE | ALBANY | NY | 12207 | PC | CHARITABLE | $1,500 | |
| COLLEGE GUILD | |||||||
| 30 PLEASANT ST 696 | BRUNSWICK | ME | 04011 | PC | EDUCATION | $1,500 | |
| COUNCIL ON THE ENVIRONMENT INC (GROWNYC) | |||||||
| PO BOX 2327 | NEW YORK | NY | 10272 | PC | CHARITABLE | $3,000 | |
| CROHN'S & COLITIS FOUNDATION - NJ CHAPTER | |||||||
| PO BOX 1170 | EATONTOWN | NJ | 07724 | PC | MEDICAL | $6,000 | |
| CULTIVATE ABUNDANCE INC | |||||||
| 17151 LAURELIN CT | NORTH FORT MYERS | FL | 33917 | PC | CHARITABLE | $2,000 | |
| EDUCATION THROUGH MUSIC | |||||||
| 122 E 42ND ST STE 1501 | NEW YORK | NY | 10168 | PC | EDUCATION | $1,500 | |
| EVIDENT CHANGE | |||||||
| 426 S YELLOWSTONE DR | MADISON | WI | 53719 | PC | CHARITABLE | $10,000 | |
| FLORIDA JUSTICE INSTITUTE INC | |||||||
| PO BOX 370747 | MIAMI | FL | 33025 | PC | CHARITABLE | $2,000 | |
| FLORIDA WEST COAST PUBLIC BROADCASTING | |||||||
| 1300 N BLVD | TAMPA | FL | 33607 | PC | EDUCATION | $1,500 | |
| FOOD FOR THE POOR | |||||||
| 6401 LYONS RD | COCONUT CREEK | FL | 33073 | PC | CHARITABLE | $5,000 | |
| FORTY CARROTS OF SARASOTA | |||||||
| 1500 S TUTTLE AVE | SARASOTA | FL | 34231 | PC | EDUCATION | $1,500 | |
| FRACTURED ATLAS - BRIDGE INITIATIVE | |||||||
| PO BOX 55 | HARTSDALE | NY | 10530 | PC | ARTS | $20,000 | |
| FRACTURED ATLAS - BRIDGE INITIATIVE | |||||||
| PO BOX 55 | HARTSDALE | NY | 10530 | PC | CHARITABLE | $5,000 | |
| FRIENDS OF THE HIGH LINE | |||||||
| THE DILLER VON FUSTENBERG BUILD 820 | NEW YORK | NY | 10014 | PC | CHARITABLE | $2,500 | WASHINGTON ST |
| GIRLS INC OF SARASOTA COUNTY | |||||||
| 201 S TUTTLE AVE | SARASOTA | FL | 34237 | PC | CHARITABLE | $5,000 | |
| GUGGENHEIM MUSEUM | |||||||
| 1071 5TH AVE | NEW YORK | NY | 10128 | PC | THE ARTS | $10,000 | |
| HIPHOPFORCHANGE | |||||||
| 515 55TH ST STE A | OAKLAND | CA | 94609 | PC | EDUCATION | $2,500 | |
| IDIGNITY | |||||||
| 427 N MAGNOLIA AVE | ORLANDO | FL | 32801 | PC | CHARITABLE | $1,500 | |
| INTERNATIONAL CENTER FOR JOURNALISTS | |||||||
| 750 17TH ST NW STE 300 | WASHINGTON | DC | 20006 | PC | EDUCATION | $5,000 | |
| IQAIR FOUNDATION | |||||||
| 14351 FIRESTONE BLVD | LA MIRADA | CA | 90638 | PC | CHARITABLE | $2,500 | |
| JEWISH MUSEUM | |||||||
| 1109 FIFTH AVE | NEW YORK | NY | 10128 | PC | THE ARTS | $7,500 | |
| JOHN AND MABLE RINGLING MUSEUM OF ART | |||||||
| 5401 BAY SHORE RD | SARASOTA | FL | 34243 | PC | THE ARTS | $5,000 | |
| JORGE M PEREZ ART MUSEUM OF MIAMI-DADE COUNTY | |||||||
| 1103 BISCAYNE BLVD | MIAMI | FL | 33132 | PC | THE ARTS | $12,500 | |
| JOURNALISM FUNDING PARTNERS | |||||||
| 1731 HOWE AVE 242 | SACRAMENTO | CA | 95825 | PC | CHARITABLE | $2,500 | |
| JOYCE THEATER FOUNDATION INC | |||||||
| 175 EIGHTH AVE | NEW YORK | NY | 10011 | PC | THE ARTS | $2,500 | |
| LADIES EMPOWERMENT AND ACTION PROGRAM | |||||||
| 3141 SW 8TH ST | MIAMI | FL | 33135 | PC | EDUCATION | $1,500 | |
| LAWYERS FOR GOOD GOVERNMENT FOUNDATION | |||||||
| 10685-B HAZELHURST DR STE 19646 | HOUSTON | TX | 77043 | PC | CHARITABLE | $1,500 | |
| LOUIS ARMSTRONG HOUSE MUSEUM | |||||||
| 34-45 107TH ST | CORONA | NY | 11368 | PC | THE ARTS | $2,000 | |
| LOWER MANHATTAN CULTURAL CENTER | |||||||
| 125 MAIDEN LN 2ND FL | NEW YORK | NY | 10038 | PC | THE ARTS | $5,000 | |
| MAGNUM CULTURAL FOUNDATION | |||||||
| 59 EAST 4TH ST 7W | NEW YORK | NY | 10003 | PC | THE ARTS | $1,500 | |
| METROPOLITAN CENTER FOR MENTAL HEALTH INC | |||||||
| 160 W 86TH ST | NEW YORK | NY | 10024 | PC | MEDICAL | $1,500 | |
| MIAMI FOUNDATION | |||||||
| 1100 BRICKELL BAY DR APT 44B | MIAMI | FL | 33131 | PC | CHARITABLE | $1,500 | |
| MIAMI NEW DRAMA INC | |||||||
| 1040 LINCOLN RD | MIAMI BEACH | FL | 33139 | PC | THE ARTS | $2,500 | |
| NATIONAL FOUNDATION FOR ADVANCEMENT IN THE ARTS INC | |||||||
| 2100 BISCAYNE BLVD | MIAMI | FL | 33137 | PC | THE ARTS | $2,500 | |
| NEW JERSEY SEEDS INC | |||||||
| 494 BROAD ST STE 105 | NEWARK | NJ | 07102 | PC | EDUCATION | $2,500 | |
| NEW YORK CITY CENTER | |||||||
| 130 W 56TH ST | NEW YORK | NY | 10019 | PC | THE ARTS | $5,000 | |
| NEW YORK LANDMARKS CONSERVANCY | |||||||
| ONE WHITEHALL ST 21ST FL | NEW YORK | NY | 10004 | PC | CHARITABLE | $2,000 | |
| NEW YORK LAWYERS FOR THE PUBLIC INTEREST | |||||||
| 151 W 30TH ST 11TH FL | NEW YORK | NY | 10001 | PC | CHARITABLE | $1,500 | |
| NEW YORK STUDIO SCHOOL | |||||||
| 8 W 8TH ST | NEW YORK | NY | 10011 | PC | EDUCATION | $3,000 | |
| OPEN SIGNAL | |||||||
| 2766 NE MARTIN LUTHER KING JR BLVD | PORTLAND | OR | 97212 | PC | EDUCATION | $1,500 | |
| PEREGRINE FUND | |||||||
| 5668 W FLYING HAWK LN | BOISE | ID | 83709 | PC | EDUCATION | $1,000 | |
| PERFORMANCE SPACE NEW YORK | |||||||
| 150 1ST AVE | NEW YORK | NY | 10009 | PC | THE ARTS | $1,500 | |
| PERIOD INC | |||||||
| 2175 NW RALEIGH ST 110 | PORTLAND | OR | 97210 | PC | CHARITABLE | $1,500 | |
| POLLYANNA INC | |||||||
| 19 E 80TH ST 8TH FL | NEW YORK | NY | 10075 | PC | CHARITABLE | $2,500 | |
| PRIMARY INFORMATION | |||||||
| 232 3RD ST A113 | BROOKLYN | NY | 11215 | PC | THE ARTS | $1,500 | |
| PROSPECTOR THEATER | |||||||
| 25 PROSPECT ST | RIDGEFIELD | CT | 06877 | PC | THE ARTS | $1,500 | |
| PROTECT OUR WINTERS | |||||||
| 4676 BROADWAY ST | BOULDER | CO | 80304 | PC | CHARITABLE | $3,000 | |
| PUBLIC LEADERSHIP EDUCATION NETWORK | |||||||
| PO BOX 21121 | WASHINGTON | DC | 20009 | PC | EDUCATION | $1,500 | |
| QUEER ART | |||||||
| 140 2ND AVE STE 502 | NEW YORK | NY | 10003 | PC | THE ARTS | $1,500 | |
| RAZOM INC | |||||||
| 140 2ND AVE STE 305 | NEW YORK | NY | 10003 | PC | CHARITABLE | $10,000 | |
| RONALD MCDONALD HOUSE NEW YORK | |||||||
| 405 E 73RD ST | NEW YORK | NY | 10021 | PC | MEDICAL | $1,500 | |
| ROSKAMP INSTITUTE | |||||||
| 2040 WHITFIELD AVE | SARASOTA | FL | 34243 | PC | MEDICAL | $1,500 | |
| SAFE HORIZON | |||||||
| 2 LAFAYETTE ST 3RD FL | NEW YORK | NY | 10007 | PC | CHARITABLE | $1,500 | |
| SALVATION ARMY MIAMI AREA COMMAND | |||||||
| 1907 NW 38TH ST | MIAMI | FL | 33142 | PC | CHARITABLE | $1,500 | |
| SUNRISE MOVEMENT EDUCATION FD | |||||||
| 50 F ST NW STE 700 | WASHINGTON | DC | 20001 | PC | CHARITABLE | $2,000 | |
| TEACHERS UNITE | |||||||
| PO BOX 230469 | NEW YORK | NY | 10023 | PC | EDUCATION | $1,500 | |
| THE BRONX MUSEUM OF THE ARTS | |||||||
| 1040 GRAND CONCOURSE | BRONX | NY | 10456 | PC | THE ARTS | $6,000 | |
| TRUST FOR GOVERNORS ISLAND | |||||||
| 10 SOUTH ST SLIP 7 | NEW YORK | NY | 10004 | PC | CHARITABLE | $3,000 | |
| UKRAINIAN MUSEUM | |||||||
| 222 E 6TH ST | NEW YORK | NY | 10003 | PC | THE ARTS | $1,500 | |
| WOLFSONIAN | |||||||
| 1001 WASHINGTON AVE | MIAMI | FL | 33139 | PC | THE ARTS | $10,000 | |
| WOMEN ENGAGED INC | |||||||
| 1530 DEKALB AVE NE STE A | ATLANTA | GA | 30307 | PC | CHARITABLE | $1,500 | |
| GRACE YEAR PROGRAM | |||||||
| PO BOX 366 | MILLBROOK | NY | 12545 | PC | CHARITABLE | $1,500 | |
| SCHOOL OF AMERICAN BALLET | |||||||
| 70 LINCOLN CENTER PLAZA 5TH FL | NEW YORK | NY | 10023 | PC | EDUCATION | $5,000 | |
| SECOND CHANCE LAST OPPORTUNITY | |||||||
| 1933 DR MLK JR WAY | SARASOTA | FL | 34234 | PC | CHARITABLE | $7,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,248,000 | 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 | $48 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $631,699 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 41 | ExclusionCd |
| Exclusion | $6,151 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $743,545 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,381,443 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,381,443 | 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 - COHNREZNICK | CategoryTxt |
| Amt | $25,000 | Amt |
| Net Investment Income | $12,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $12,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CHARLES SCHWAB 6524 - CORPORATE BONDS | BondNm |
| EOY Book Value | $1,005,437 | EOYBookValueAmt |
| EOYFMV | $945,547 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB 6524 - CORPORATE STOCKS | $3,731,569 | $6,738,243 |
| CHARLES SCHWAB 6524 - ETFS | $249,999 | $236,190 |
| CHARLES SCHWAB 6524 - DIG TR | $75,528 | $82,221 |
| MORGAN STANLEY 018755 - CORPORATE STOCKS | $3,115,875 | $8,913,756 |
| MORGAN STANLEY 018755 - ETF | $2,599,503 | $2,492,776 |
| MORGAN STANLEY 018755 - MUTUAL FUNDS | $2,022,738 | $1,899,850 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,710,781 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,643,741 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL - ROZELL | CategoryTxt |
| Legal Fees | $1,650 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,650 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| POSTAGE | $1,767 | $0 | $0 | $1,767 |
| SUPPLIES | $3,301 | $0 | $0 | $3,301 |
| NEW YORK LAW JOURNAL FEE | $170 | $0 | $0 | $170 |
| ATTORNEY GENERAL FILING FEE | $1,500 | $0 | $0 | $1,500 |
| CONSULTANT FEES | $44,200 | $23,300 | $0 | $20,900 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ENERGY TRANSFER | -$2,330 | -$2,317 | $0 |
| ET IN EXCESS OF BASIS | $8,481 | $8,481 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MGMT FEES- KERR | $92,828 | $92,828 | $0 | $0 |
| INVESTMENT MGMT FEES- WHALEN | $42,699 | $42,699 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $60,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |