E CRAIG COATS JR AND CHRISTINES COATS FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- E CRAIG COATS JR AND CHRISTINES COATS FOUNDATION INC (EIN 13-3047572)
- Tax period
- 2018-10-01 to 2019-09-30
- Filed
- 2020-08-17
- IRS object ID
- 202012309349100721
- Schema version
- 2018v3.1
- 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 Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-17T12:44:36-07:00 | ReturnTs |
| Tax Period End | 2019-09-30 | 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 | 2018-10-01 | 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 | 2020-02-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Ronald P Carroccio CPA | PreparerPersonNm |
| PTIN | P01415004 | PTIN |
| Phone | 7186680700 | PhoneNum |
| Preparation | 2020-08-17 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $581,068 | 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 | $7,500 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $46 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $46 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $22,950 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,950 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $99,336 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $453,735 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $99,336 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $10,350 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $10,350 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $140,182 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $132,682 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $7,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,500 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $254 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $254 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $180 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $180 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $7,934 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,934 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $35,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $35,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $43,434 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,934 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $35,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $96,748 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $124,748 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,243 | CashBOYAmt |
| Cash EOY | $1,959 | CashEOYAmt |
| Cash EOYFMV | $1,959 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,083 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,509 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,509 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $354,399 | CorporateStockBOYAmt |
| Corporate Stock EOY | $450,005 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $567,600 | 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 | $366,725 | TotalAssetsBOYAmt |
| Total Assets EOY | $463,473 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $581,068 | 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 SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Additional Paid In Capital BOY | $457,707 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $457,707 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$90,982 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,766 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $366,725 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $463,473 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $366,725 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $463,473 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $366,725 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $96,748 | ExcessRevenueOverExpensesAmt |
| Subtotal | $463,473 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $463,473 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 15000 shs AllianceBernstein Holdings | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2015-12-11 | AcquiredDt |
| Sold | 2018-12-03 | SoldDt |
| Gross Sales Price | $453,735 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $354,399 | CostOrOtherBasisAmt |
| Gain Or Loss | $99,336 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $99,336 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $99,336 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $37,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $415,681 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.090213 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $33,325 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $359,473 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.092705 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $28,050 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $339,027 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.082737 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $122,917 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $370,206 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.332023 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $111,100 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $369,321 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.300822 | DistributionYr5Rt |
| Total Distribution | 0.898500 | TotalDistributionRt |
| Average Distribution | 0.179700 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $517,196 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $92,940 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,247 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $94,187 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $35,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,495 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,495 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,495 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $1,000 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $19 | EsPenaltyAmt |
| Tax Due | $1,514 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
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 | $512,175 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,897 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $525,072 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $525,072 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,876 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $517,196 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $25,860 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $25,860 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,495 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,495 | TotalTaxAmt |
| Distributable Before Adj | $23,365 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $23,365 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $23,365 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $35,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $35,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $35,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $23,365 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $80,593 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $104,573 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $12,256 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $15,777 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $17,354 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $230,553 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $35,500 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $12,135 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $23,365 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $242,688 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $80,593 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $162,095 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $104,573 | ExcessFromYear4Amt |
| Excess From Year3 | $12,256 | ExcessFromYear3Amt |
| Excess From Year2 | $15,777 | ExcessFromYear2Amt |
| Excess From Year1 | $17,354 | ExcessFromYear1Amt |
| Excess From Current Year | $12,135 | 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 (41 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 exempt | $1,500 |
| Hurlbutt Elem PTO | ||||||
| 9 School Rd | Weston | CT | 06883 | None | function. | $0 |
| Opportunity Inc | ||||||
| 305 Lovejoy Rd | Ft Lawton Beach | FL | 32548 | None | Same | $250 |
| American Cancer Society | ||||||
| PO Box 22718 | Oak City | OK | 72123 | None | Same | $500 |
| Rehabilitation Center | ||||||
| White Plains | New York | NY | 10605 | None | Same | $1,000 |
| 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 | $1,500 |
| The V Foundation | ||||||
| 14600 Weston Pkwy | Cary | NC | 27513 | None | Same | $500 |
| City Harvest | ||||||
| 6 East 32nd St | New York | NY | 10001 | None | Same | $1,000 |
| Lighthouse | ||||||
| 601 SW 8th Avenue | Miami | FL | 33130 | None | Same | $1,000 |
| 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 | $1,000 |
| Peggy Adams Animal Rescue | ||||||
| 3300 N Military Trail | West Palm Beach | FL | 33409 | None | Same | $500 |
| Gio's Garden | ||||||
| 2028 Parmenter St | Middleton | WI | 53562 | None | Same | $1,000 |
| 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 | $1,000 |
| 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 | $5,000 |
| 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 | $1,500 |
| RDK Melanoma Fund | ||||||
| 2751 S Dixie Hwy 2a West | Palm Beach | FL | 33405 | None | Same | $1,000 |
| 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 | $5,000 |
| E Craig Coats MD Fund | ||||||
| 1300 York Avenue | New York | NY | 10065 | None | Same | $5,000 |
| BCAN | ||||||
| 4520 East West Highway | Bethesda | MD | 20814 | None | Same | $250 |
| Crohn's & Colitis Foundation | ||||||
| 120 Broadway | New York | NY | 10271 | None | Same | $500 |
| Bald Mountain Rescue Fund | ||||||
| PO Box 370 | Ketchum | ID | 83340 | None | Same | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $35,500 | 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 | $46 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $22,950 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $10,350 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $99,336 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $132,682 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $132,682 | 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 | $7,500 | 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 | $7,500 | Amt |
| Net Investment Income | $7,500 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | 15,000 shs Alliance Bernstein Holdings | AssetDesc |
| Acquired | 2015-12 | AcquiredDt |
| How Acquired | Purchased | HowAcquiredTxt |
| Sold | 2018-12 | SoldDt |
| Gross Sales Price | $453,735 | GrossSalesPriceAmt |
| Basis | $354,399 | BasisAmt |
| Total Net | $99,336 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 15,000 AT&T Inc | StockNm |
| EOY Book Value | $450,005 | EOYBookValueAmt |
| EOYFMV | $567,600 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Activity Fees | Desc |
| Revenue And Expenses Per Books | $180 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $180 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Alliancebernstein | ||
| Holdings LP | ||
| EIN: 13-3434400 | $10,350 | $10,350 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| NYS Charites | $200 | $200 |
| Federal Tax | $54 | $54 |