E CRAIG COATS JR AND CHRISTINES COATS FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- E CRAIG COATS JR AND CHRISTINES COATS FOUNDATION INC (EIN 13-3047572)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2023-08-15
- IRS object ID
- 202312279349100931
- Schema version
- 2021v4.1
- 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
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-15T14:50:01-07:00 | ReturnTs |
| Tax Period End | 2022-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ronald P Carroccio CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 264 Greeley Avenue | AddressLine1Txt |
| City | Staten Island | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10306 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133047572 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Coats Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COAT | BusinessNameControlTxt |
| Phone | 9176824351 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 622 North Flaggler Drive | AddressLine1Txt |
| City | West Palm Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | E Craig Coats Jr | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 9176824351 | PhoneNum |
| Signature | 2023-02-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | E Craig | PersonFirstNm |
| Person Last | Coats Jr | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Ronald P Carroccio | PreparerPersonNm |
| PTIN | P01415004 | PTIN |
| Phone | 7186680700 | PhoneNum |
| Preparation | 2023-08-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $419,850 | 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 | $110,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $14 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $12,400 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,400 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,665 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $206,744 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,665 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $13,665 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $136,079 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $26,079 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $13,665 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $10,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,000 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $100 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $100 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $150 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $10,250 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,250 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $36,200 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,250 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $25,950 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $99,879 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,829 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $13,665 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,896 | CashBOYAmt |
| Cash EOY | $6,845 | CashEOYAmt |
| Cash EOYFMV | $6,845 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $180,066 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $24,825 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $24,825 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $353,765 | CorporateStockBOYAmt |
| Corporate Stock EOY | $604,935 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $388,180 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $536,727 | TotalAssetsBOYAmt |
| Total Assets EOY | $636,605 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $419,850 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Additional Paid In Capital BOY | $457,707 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $457,707 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $79,020 | RetainedEarningBOYAmt |
| Retained Earning EOY | $178,898 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $536,727 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $636,605 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $536,727 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $636,605 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $536,727 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $99,879 | ExcessRevenueOverExpensesAmt |
| Subtotal | $636,606 | SubtotalAmt |
| Other Decreases | $1 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $636,605 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 50 Calls - Citigroup Inc | P | 2021-10-14 | 2021-10-08 | $2,761 | $0 | $435 | $2,326 | $0 | $0 | $0 | $2,326 |
| 2000 Citigroup Inc | P | 2021-12-15 | 2022-01-04 | $128,008 | $0 | $119,823 | $8,185 | $0 | $0 | $0 | $8,185 |
| 50 Calls - Matterport Inc | P | 2022-02-22 | 2022-01-20 | $1,547 | $0 | $0 | $1,547 | $0 | $0 | $0 | $1,547 |
| 5000 Jetblue | P | 2021-12-31 | 2022-02-02 | $72,601 | $0 | $71,830 | $771 | $0 | $0 | $0 | $771 |
| 40 Calls - Wells Fargo | P | 2022-04-25 | 2022-04-18 | $1,827 | $0 | $991 | $836 | $0 | $0 | $0 | $836 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,665 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $13,665 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $220 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $220 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $220 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,697 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,697 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$1,697 | OriginalReturnOverpaymentAmt |
| Overpayment | $1,477 | OverpaymentAmt |
| Applied To ES Tax | $1,477 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ronald P Carroccio CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7186680700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 264 Greeley Ave | AddressLine1Txt |
| City | SI | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10306 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | E Craig Coats Jr | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 622 North Flaggler Dr | AddressLine1Txt |
| City | West Palm Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | President | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 25.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $369,540 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $107,316 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $476,856 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $476,856 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,153 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $469,703 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $23,485 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $23,485 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $220 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $220 | TotalTaxAmt |
| Distributable Before Adj | $23,265 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $23,265 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $23,265 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $25,950 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $25,950 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $23,265 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $15,777 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $17,354 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $12,135 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,527 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $25,781 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $78,574 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $25,950 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $23,265 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,685 | RemainingDistriFromCorpusAmt |
| Total Corpus | $81,259 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $15,777 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $65,482 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $17,354 | ExcessFromYear4Amt |
| Excess From Year3 | $12,135 | ExcessFromYear3Amt |
| Excess From Year2 | $7,527 | ExcessFromYear2Amt |
| Excess From Year1 | $25,781 | ExcessFromYear1Amt |
| Excess From Current Year | $2,685 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | E Craig Coats Jr | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Sovereign Order of Malta | ||||||
| 11011 1st Avenue | New York | NY | 10022 | None | To aid donee Org.in carrying outtheir function | $1,750 |
| St Judes Research Hosp | ||||||
| 262 Danny Thomas Place | Memphis | TN | 38105 | None | Same | $750 |
| Yale New Haven Hospital | ||||||
| 20 York St | New Haven | CT | 06510 | None | Same | $0 |
| American Cancer Society | ||||||
| PO Box 22718 | Oak City | OK | 72123 | None | Same | $0 |
| Rehabilitation Center | ||||||
| White Plains | New York | NY | 10605 | None | Same | $0 |
| Bachmann-Strauss Cons | ||||||
| 551 Fifth Avenue | New York | NY | 10176 | None | Same | $0 |
| Friends of Caritas Corp | ||||||
| New York | New York | NY | 10016 | None | Same | $500 |
| Hospice of Palm Beach County | ||||||
| 2815 S Seacrest Blvd | Boynton Beach | FL | 33435 | None | Same | $1,000 |
| The V Foundation | ||||||
| 14600 Weston Pkwy | Cary | NC | 27513 | None | Same | $1,000 |
| City Harvest | ||||||
| 6 East 32nd St | New York | NY | 10001 | None | Same | $500 |
| Lighthouse | ||||||
| 601 SW 8th Avenue | Miami | FL | 33130 | None | Same | $0 |
| Girl Scouts of SE Florida | ||||||
| 4701 NW 33rd Ave | Oakland Park | FL | 33309 | None | Same | $0 |
| Christopher Dowd Mem Fund | ||||||
| New York City | New York | NY | 10016 | None | Same | $0 |
| Miller School of Medicine | ||||||
| 1600 NW 10th Ave | Miami | FL | 33136 | None | Same | $0 |
| Circle of Care | ||||||
| 400 East Sheridan Rd | Melbourne | FL | 32901 | None | Same | $500 |
| Temple Beth Sholom | ||||||
| 228 New Hempstead Rd | New City | NY | 10956 | None | Same | $0 |
| Mandel Public Library of WPB | ||||||
| 411 Clematis St | West Palm Beach | FL | 33401 | None | Same | $0 |
| Peggy Adams Animal Rescue | ||||||
| 3300 N Military Trail | West Palm Beach | FL | 33409 | None | Same | $750 |
| Gio's Garden | ||||||
| 2028 Parmenter St | Middleton | WI | 53562 | None | Same | $500 |
| Richard Kann Foundation | ||||||
| 2751 S Dixie Hwy 2a | West Palm Beach | FL | 33405 | None | Same | $0 |
| Memorial Sloan Kettering | ||||||
| 1275 York Avenue | New York | NY | 10065 | None | Same | $0 |
| Homes For Our Troops | ||||||
| 6 Main St | Taunton | MA | 02780 | None | Same | $1,000 |
| P8YC Children's Fund | ||||||
| 501 Kings Highway East Suite 400 | Fairfield | CT | 06825 | None | Same | $0 |
| Community Centers Inc | ||||||
| 61 East Putnam Avenue | Greenwich | CT | 06830 | None | Same | $500 |
| The Nick Traina Foundation | ||||||
| 2080 Washington St | San Francisco | CA | 94109 | None | Same | $0 |
| Michael J Fox Foundation | ||||||
| 469 7th Avenue | New York | NY | 10018 | None | Same | $0 |
| Cure FA Foundation | ||||||
| 211 Stuyvesant Ave | Rye | NY | 10580 | None | Same | $0 |
| Alfred University | ||||||
| 1 Saxon Dr | Alfred | NY | 14802 | None | Same | $10,000 |
| David Dubrow Memorial Fund | ||||||
| 4144 Chase Avenue | Miami Beach | FL | 33140 | None | Same | $1,000 |
| PB Navy Seal | ||||||
| 1619 D Street | Virginia Beach | VA | 23459 | None | Same | $0 |
| Paley Foundation | ||||||
| 301 Clematis St | West Palm Beach | FL | 33401 | None | Same | $0 |
| Weston Volunteer Fire Dept | ||||||
| 56 Norfield Rd | Weston | CT | 06883 | None | Same | $1,500 |
| Big Cat Rescue | ||||||
| 12802 Easy St | Tampa | FL | 33625 | None | Same | $500 |
| Alzheimer's Association | ||||||
| 225 N Michigan Ave | Chicago | IL | 60601 | None | Same | $1,000 |
| RDK Melanoma Fund | ||||||
| 2751 S Dixie Hwy 2a West | Palm Beach | FL | 33405 | None | Same | $500 |
| Wolf Conservation Center | ||||||
| 7 Buck Run | South Salem | NY | 10590 | None | Same | $500 |
| Boston College Scholarship Fd | ||||||
| 140 Commomwealth Ave | Chestnut Hill | MA | 04267 | None | Same | $0 |
| E Craig Coats MD Fund | ||||||
| 1300 York Avenue | New York | NY | 10065 | None | Same | $0 |
| BCAN | ||||||
| 4520 East West Highway | Bethesda | MD | 20814 | None | Same | $0 |
| Crohn's & Colitis Foundation | ||||||
| 120 Broadway | New York | NY | 10271 | None | Same | $0 |
| Bald Mountain Rescue Fund | ||||||
| PO Box 370 | Ketchum | ID | 83340 | None | Same | $0 |
| Palm Beach Police & Fire | ||||||
| Pam Beach | West Palm | FL | 33405 | None | Same | $100 |
| Children of Fallen Patriots Fund | ||||||
| 1818 Library St | Reston | VA | 20190 | None | Same | $500 |
| Naples Humane Society | ||||||
| 370 Airport-Pulling Rd | Naples | FL | 34104 | None | Same | $1,000 |
| The Humane League | ||||||
| PO Box 10476 | Rockville | MD | 20849 | None | Same | $500 |
| Croquet Foundation of America | ||||||
| 700 Florida Mango Road | West Palm Beach | FL | 33406 | None | Same | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,950 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $14 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $12,400 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $13,665 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $26,079 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $26,079 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | None | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | E Craig Coats Jr | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 622 N Flaggler Dr | AddressLine1Txt |
| City | West Palm Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $110,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Carroccio, CPA Tax & Accounting | CategoryTxt |
| Amt | $10,000 | Amt |
| Net Investment Income | $10,000 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (5 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 50 Calls - Citigroup Inc | 2021-10 | Purchased | 2021-10 | $2,761 | $435 | $2,326 |
| 2000 Citigroup Inc | 2021-12 | Purchased | 2022-01 | $128,008 | $119,823 | $8,185 |
| 50 Calls Matterport Inc | 2022-02 | Purchased | 2022-01 | $1,547 | $0 | $1,547 |
| 5000 Jetblue | 2021-12 | Purchased | 2022-02 | $72,601 | $71,830 | $771 |
| 40 Calls - Wells Fargo | 2022-04 | Purchased | 2022-04 | $1,827 | $991 | $836 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 5000 Citigroup Inc | $353,765 | $208,350 |
| 5000 Matterport Inc | $65,965 | $18,950 |
| 4000 Wells Fargo | $185,205 | $160,880 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rounding | Desc |
| Amt | $1 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Activity Fees | Desc |
| Revenue And Expenses Per Books | $150 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $150 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| NYS Charites | $100 | $100 |
| Federal Tax | $0 |