COLE FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- COLE FAMILY FOUNDATION (EIN 13-7176155)
- Tax period
- 2022-05-01 to 2023-04-30
- Filed
- 2024-03-14
- IRS object ID
- 202430749349100513
- 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
- Schedule B
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-03-14T09:55:38-05:00 | ReturnTs |
| Tax Period End | 2023-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 522328316 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAG ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 810 SEVENTH AVENUE 7TH FLOOR | 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 | 2022-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137176155 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COLE | BusinessNameControlTxt |
| Phone | 2122751500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO TAG ASSOC 810 7TH AVE 7FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH COLE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2122751500 | PhoneNum |
| Signature | 2024-03-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KENNETH | PersonFirstNm |
| Person Last | COLE | 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 | MARTINA WEIHS-WERNER | PreparerPersonNm |
| PTIN | P01445733 | PTIN |
| Phone | 2122751500 | PhoneNum |
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 | $3,270,070 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,397,923 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $49,067 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $49,067 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $59,546 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,601,185 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $59,546 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,506,536 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $108,613 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $370 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $220 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $370 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $150 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $220 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $124,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $124,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $125,120 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $150 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $124,970 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,381,416 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $108,463 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $56,680 | CashBOYAmt |
| Cash EOY | $34,709 | CashEOYAmt |
| Cash EOYFMV | $34,709 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $9,936 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $342,405 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $342,405 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,470,918 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,674,662 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $600,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,218,294 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $66,616 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,448,032 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,270,070 | 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 | $66,616 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,448,032 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $66,616 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,448,032 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $66,616 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,448,032 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $66,616 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,381,416 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,448,032 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,448,032 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ENERGY SELECT SECTOR SPDR | P | 2022-07-14 | 2022-07-29 | $155,966 | $132,377 | $23,589 | $23,589 |
| ENERGY SELECT SECTOR SPDR | P | 2022-09-29 | 2022-10-07 | $138,378 | $123,160 | $15,218 | $15,218 |
| ISHARES US TECHNOLOGY ETF IV | P | 2022-07-14 | 2022-07-29 | $132,367 | $119,727 | $12,640 | $12,640 |
| MACYS INC | P | 2022-06-02 | $284,575 | $229,301 | $55,274 | $55,274 | |
| MACYS INC | P | 2022-06-17 | 2022-11-18 | $2,261 | $1,980 | $281 | $281 |
| MACYS INC | P | 2022-06-17 | 2022-11-18 | $51,762 | $45,541 | $6,221 | $6,221 |
| MACYS INC | P | 2022-11-18 | $100,029 | $80,441 | $19,588 | $19,588 | |
| MACYS INC | P | 2022-05-20 | 2022-11-22 | $2,346 | $1,758 | $588 | $588 |
| PIMCO SHORT-TERM INSTL | P | 2022-05-19 | $5,031 | $5,105 | -$74 | -$74 | |
| PIMCO SHORT-TERM INSTL | P | 2022-06-30 | 2022-07-14 | $365 | $365 | $0 | $0 |
| 50,000 US TREASU NT 0.125% | P | 2022-09-29 | 2022-10-31 | $50,000 | $50,000 | $0 | $0 |
| FIRST EAGLE ALTERNATIXXXMANDA | P | 2022-10-06 | $16,548 | $27,533 | -$10,985 | -$10,985 | |
| FIRST EAGLE ALTERNATIXXXMANDA | P | 2022-11-04 | $12,973 | $21,805 | -$8,832 | -$8,832 | |
| FIRST EAGLE ALTERNATIXXXMANDA | P | 2019-02-07 | 2022-11-07 | $970 | $1,635 | -$665 | -$665 |
| FIRST EAGLE ALTERNATIXXXMANDA | P | 2022-11-08 | $12,917 | $21,766 | -$8,849 | -$8,849 | |
| FIRST EAGLE ALTERNATIXXXMANDA | P | 2022-11-09 | $13,119 | $21,698 | -$8,579 | -$8,579 | |
| FIRST EAGLE ALTERNATIXXXMANDA | P | 2022-11-10 | $10,325 | $16,629 | -$6,304 | -$6,304 | |
| FIRST EAGLE ALTERNATIXXXMANDA | P | 2019-03-08 | 2022-11-14 | $6,673 | $10,626 | -$3,953 | -$3,953 |
| FIRST EAGLE ALTERNATIXXXMANDA | P | 2019-03-08 | 2022-11-15 | $8,753 | $13,787 | -$5,034 | -$5,034 |
| PIMCO SHORT-TERM INSTL | P | 2022-05-19 | $94,954 | $96,943 | -$1,989 | -$1,989 | |
| PIMCO SHORT-TERM INSTL | P | 2021-04-29 | 2022-05-20 | $199,985 | $204,369 | -$4,384 | -$4,384 |
| PIMCO SHORT-TERM INSTL | P | 2022-07-14 | $289,101 | $297,285 | -$8,184 | -$8,184 | |
| ANNALY CAPITAL MGMT REIT | P | 2019-02-20 | 2023-02-01 | $11,787 | $17,808 | -$6,021 | -$6,021 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $59,546 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,508 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,508 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,508 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $130 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,130 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $69 | EsPenaltyAmt |
| Overpayment | $1,553 | OverpaymentAmt |
| Applied To ES Tax | $1,553 | 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 | 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 | Yes (1) | 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 | TAG ASSOCIATES LLC | IndividualWithBooksNm |
| Phone | 2122751500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 810 SEVENTH AVENUE 7TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| KENNETH COLE | |||||||||
| C/O TAG ASSOCIATES 810 SEVENTH | AVENUE 7TH FL | NEW YORK | NY | 10019 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARIA CUOMO COLE | |||||||||
| C/O TAG ASSOCIATES 810 SEVENTH | AVENUE 7TH FL | NEW YORK | NY | 10019 | 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 | $1,686,076 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $238,687 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,153,747 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,078,510 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,078,510 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $46,178 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,032,332 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $151,617 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $151,617 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,508 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,508 | TotalTaxAmt |
| Distributable Before Adj | $150,109 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $150,109 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $150,109 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $124,970 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $124,970 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $150,109 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $3,472 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $85,712 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $79,091 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $168,275 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $124,970 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $124,970 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $25,139 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $25,139 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $143,136 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $143,136 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $64,045 | ExcessFromYear2Amt |
| Excess From Year1 | $79,091 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KENNETH COLE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| DELIVERING GOOD | ||||||||
| 266 WEST 37TH STREET 22ND FLOOR | NEW YORK | NY | 10018 | N/A | PC | IN SUPPORT OF DELIVERING GOOD'S 15TH ANNUAL WOMEN OF INSPIRATION LUNCHEON | $2,500 | |
| STANFORD UNIVERSITY | ||||||||
| 326 GALVEZ STREET | STANDFORD | CA | 943056105 | N/A | PC | IN SUPPORT OF THE DR. WILLIAM H. ROBINSON LAB VIROLOGY RESEARCH FUND | $10,000 | |
| RETRO REPORT | ||||||||
| 633 THIRD AVENUE 16TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| UNIVERSITY OF ILLINOIS FOUNDATION | ||||||||
| HARKER HALL MC 386 1305 WEST GREEN | URBANA | IL | 61801 | N/A | PC | IN SUPPORT OF THE UIC SPH GLOBAL HEALTHY AGING RESEARCH FUND | $5,000 | STREET |
| THE DOE FUND | ||||||||
| 345 E 102ND ST 305 | NEW YORK | NY | 10029 | N/A | PC | IN SUPPORT OF THE MEN OF READY, WILLING & ABLE | $10,000 | |
| HOSPITAL FOR SPECIAL SURGERY | ||||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | N/A | PC | IN SUPPORT OF THE 38TH ANNUAL TRIBUTE DINNER | $7,500 | |
| STUDENT LEADERSHIP NETWORK | ||||||||
| 322 EIGHTH AVENUE 4TH FLOOR | NEW YORK | NY | 10001 | N/A | PC | IN SUPPORT OF STUDENT LEADERSHIP NETWORK'S 25TH ANNIVERSARY CELEBRATION | $25,000 | |
| SANDY HOOK PROMISE | ||||||||
| PO BOX 3489 | NEWTOWN | CT | 06470 | N/A | PC | IN SUPPORT OF THE NYC 10 YEAR REMEMBRANCE BENEFIT | $25,000 | |
| NEW YORK CITY BALLET | ||||||||
| 20 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | N/A | PC | IN SUPPORT OF THE SPRING GALA CELEBRATING THE 50TH ANNIV.OF THE LEGENDARY STRAVINSKY FESTIVAL | $5,000 | |
| ACCESS REPRODUCTIVE CARE-SOUTHEAST | ||||||||
| PO BOX 570132 | ATLANTA | GA | 30357 | N/A | PC | IN SUPPORT OF ABORTIONS IN THE SOUTHEAST | $2,500 | |
| SUNDANCE INSTITUTE | ||||||||
| 1500 KEARNS BLVD SUITE B110 | PARK CITY | UT | 84060 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| NATIONAL NETWORK OF ABORTION FUNDS | ||||||||
| 9450 SW GEMINI DR PMB 16009 | BEAVERTON | OR | 970087105 | N/A | PC | GENERAL SUPPORT | $5,250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $124,750 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $49,067 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 19 | ExclusionCd |
| Exclusion | $59,546 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $108,613 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $108,613 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| THE KENNETH COLE FOUNDATION | |||||||
| 1 | C/O TAG ASSOC 810 7TH AVE 7FL | NEW YORK | NY | 10019 | $369,884 | Yes (X) | |
| THE KENNETH COLE FOUNDATION | |||||||
| 2 | C/O TAG ASSOC 810 7TH AVE 7FL | NEW YORK | NY | 10019 | $1,428,039 | Yes (X) | |
| THE KENNETH COLE FOUNDATION | |||||||
| 3 | C/O TAG ASSOC 810 7TH AVE 7FL | NEW YORK | NY | 10019 | $600,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | MARKETABLE SECURITIES | $1,618,159 | 2022-05-05 |
| 3 | DRAWBRIDGE SPECIAL OPPORTUNITIES OFFSHORE FUND LTD. | $1,232,898 | 2022-05-01 |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | COLE FAMILY FOUNDATION IS MAKING AN ELECTION TO TREAT THE QUALIFYING DISTRIBUTIONS AS A DISTRIBUTION OUT OF CORPUS UNDER REG. SEC. 53. 4942(A)-3(D)(2). | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB SECURITIES | StockNm |
| EOY Book Value | $1,470,918 | EOYBookValueAmt |
| EOYFMV | $1,674,662 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | DRAWBRIDGE SPECIAL OPPORTUNITIES OFFSHORE FUND LTD | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $600,000 | BookValueAmt |
| EOYFMV | $1,218,294 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEE | $150 | $150 | $0 | $0 |
| FILING FEE - NYS | $50 | $0 | $0 | $50 |
| ADVERTISING FEE | $170 | $0 | $0 | $170 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KENNETH COLE FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O TAG ASSOC 810 7TH AVE 7FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |