THE JAMES AND ROBIN COOGAN FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE JAMES AND ROBIN COOGAN FOUNDATION (EIN 13-4090179)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-19
- IRS object ID
- 202041719349100619
- Schema version
- 2019v5.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-19T14:23:48-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061667465 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRAGER METIS CPAS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 WESTCHESTER AVE SUITE N-400 | AddressLine1Txt |
| City | RYE BROOK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10573 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134090179 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JAMES AND ROBIN COOGAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 9149611300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 PONDFIELD RD | AddressLine1Txt |
| City | BRONXVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10708 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES COOGAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9149611300 | PhoneNum |
| Signature | 2020-06-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANTHONY PENNELLA | PreparerPersonNm |
| PTIN | P00834560 | PTIN |
| Phone | 9146944600 | PhoneNum |
| Preparation | 2020-06-19 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.44.231.9 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-19 | IPDt |
| IP Tm | 14:18:58 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Federal Original Submission Id | 13844120201710342e31 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-06-19 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 698BFE919B6148EC30448A2044080EF1C117441D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,994,176 | 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 | $304,978 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $15,070 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15,070 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $39,422 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,422 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $290,704 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $683,146 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $290,704 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $650,174 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $345,196 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $600 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $23,778 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,496 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,048 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,278 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,396 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,648 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $108,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $108,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $133,478 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,396 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $115,848 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $516,696 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $328,800 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $53,535 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $36,039 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $36,039 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,714,768 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,902,952 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,902,952 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $399,482 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $507,375 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $507,375 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $105,512 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $547,810 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $547,810 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,273,297 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,994,176 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,994,176 | 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 | $2,273,297 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,994,176 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,273,297 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,994,176 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,273,297 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,994,176 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,273,297 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $516,696 | ExcessRevenueOverExpensesAmt |
| Other Increases | $212,506 | OtherIncreasesAmt |
| Subtotal | $3,002,499 | SubtotalAmt |
| Other Decreases | $8,323 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,994,176 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES-SCHWAB | P | 2019-12-31 | $19,815 | $25,061 | -$5,246 | -$5,246 |
| PUBLICLY TRADED SECURITIES-SCHWAB | P | 2019-12-31 | $663,331 | $367,381 | $295,950 | $295,950 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $290,704 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $116,155 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,437,740 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047649 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $85,702 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,023,612 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042351 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $73,750 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,798,827 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.040999 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $76,250 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,786,342 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042685 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $76,581 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,326,170 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.057746 | DistributionYr5Rt |
| Total Distribution | 0.231430 | TotalDistributionRt |
| Average Distribution | 0.046286 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,498,194 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $115,631 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,288 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $118,919 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $115,848 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,576 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,576 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,576 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $36 | EsPenaltyAmt |
| Tax Due | $6,612 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JAMES COOGAN | IndividualWithBooksNm |
| Phone | 9149611300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 PONDFIELD RD | AddressLine1Txt |
| City | BRONXVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10708 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMES M COOGAN | ||||||||
| 34 STONYGATE OVAL | NEW ROCHELLE | NY | 10804 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| ROBIN COOGAN | ||||||||
| 34 STONYGATE OVAL | NEW ROCHELLE | NY | 10804 | SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| WILLIAM E SULZER | ||||||||
| 98 EAST GRAND AVE | MONTVALE | NJ | 07645 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DIRECT CASH GRANTS TO SEVERAL NEEDY CHARITABLE, RELIGIOUS, AND EDUCATIONAL ORGANIZATIONS. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,475,541 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $60,697 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,536,238 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,536,238 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $38,044 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,498,194 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $124,910 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $124,910 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,576 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,576 | TotalTaxAmt |
| Distributable Before Adj | $118,334 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $118,334 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $118,334 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $115,848 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $115,848 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $115,848 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $118,334 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $96,126 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $115,848 | QualifyingDistributionsAmt |
| Applied To Year1 | $96,126 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,722 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $98,612 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JAMES M COOGAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 PONDFIELD RD | AddressLine1Txt |
| City | BRONXVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10708 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9149611300 | RecipientPhoneNum |
| Form And Info And Materials | BY LETTER SUPPORTED BY BUDGET FOR EXPENDITURE OF REQUESTED GRANT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NOVEMBER 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | |||||||
| 2900 WESTCHESTER AVE | PURCHASE | NY | 10577 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| AMERICAN RED CROSS | |||||||
| PO BOX 807 | NEW YORK | NY | 10113 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| BOYS & GIRLS CLUB OF MARTIN COUNTY | |||||||
| PO BOX 910 | HOBE SOUND | FL | 33475 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| BOYS & GIRLS CLUB OF NEW ROCHELLE | |||||||
| 79 SEVENTH ST | NEW ROCHELLE | NY | 10801 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 |
| BOYS TOWN | |||||||
| 100 FLANAGAN BLVD | BOYS TOWN | NE | 68010 | NONE | PUBLIC CHARITY | UNRESTRICTED | $200 |
| CALVARY HOSPITAL FUND INC | |||||||
| 1740 EASTCHESTER RD | BRONX | NY | 10461 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $250 |
| CAMP RISING SUN | |||||||
| PO BOX 472 | BRANFORD | CT | 06405 | NONE | PUBLIC CHARITY | UNRESTRICTED | $100 |
| CANCER SUPPORT TEAM | |||||||
| 2000 WESTCHESTER AVENUE STE 103 | PURCHASE | NY | 10577 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $5,250 |
| CATHOLIC RELIEF SERVICES | |||||||
| 228 WEST LEXINGTON ST | BALTIMORE | MD | 21201 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $5,000 |
| COMMUNITY 2000 EDUCATION FOUNDATION | |||||||
| PO BOX 1161 | CHARLESTOWN | RI | 02813 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 |
| COVENANT HOUSE | |||||||
| PO BOX 96708 | WASHINGTON | DC | 20090 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| DIOCESE OF PALM BEACH | |||||||
| 9995 N MILITARY TRAIL | PALM BEACH GARDENS | FL | 33410 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 7TH AVE | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | UNRESTRICTED | $600 |
| FRIENDS OF QUONOCHONTAUG GRANGE INC | |||||||
| PO BOX 1253 | CHARLESTOWN | RI | 02813 | NONE | PUBLIC CHARITY | UNRESTRICTED | $200 |
| GARY SINISE FOUNDATION | |||||||
| PO BOX 368 | WOODLAND HILLS | CA | 91365 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| GRACEWAY VILLAGE | |||||||
| 1780 HARTMAN ROAD | FORT PIERCE | FL | 34947 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,500 |
| GREYSTON FOUNDATION | |||||||
| 21 PARK AVE | YONKERS | NY | 10703 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $1,000 |
| HABITAT FOR HUMANITY | |||||||
| 524 MAIN STREET | NEW ROCHELLE | NY | 10801 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| HARBOUR RIDGE FAMILY FOUNDATION | |||||||
| 12600 HARBOUR RIDGE BLVD | PALM CITY | FL | 34990 | NONE | PUBLIC CHARITY | UNRESTRICTED | $3,000 |
| HOPE COMMUNITY SERVICES | |||||||
| 50 WASHINGTON AVE | NEW ROCHELLE | NY | 10801 | NONE | PUBLIC CHARITY | UNRESTRICED | $500 |
| IMMACULATE HEART OF MARY CHURCH | |||||||
| 8 CARMAN ROAD | SCARSDALE | NY | 10583 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,000 |
| JONNYCAKE CENTER OF WESTERLY | |||||||
| 23 INDUSTRIAL DRIVE | WESTERLY | RI | 02891 | NONE | PUBLIC CHARITY | UNRESTRICTED | $200 |
| JUDICIAL WATCH | |||||||
| 425 THIRD STREET | WASHINGTON | DC | 20024 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| LITERACY VOLUNTEERS OF WASH COUNTY | |||||||
| 93 TOWER STREET | WESTERLY | RI | 02891 | NONE | PUBLIC CHARITY | UNRESTRICTED | $200 |
| LUPUS FOUNDATION OF AMERICA | |||||||
| 2000 L STREET NW STE 410 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $100 |
| MAC ANGELS FOUNDATION | |||||||
| 2005 PALMER AVENUE STE 291 | LARCHMONT | NY | 10538 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $500 |
| MARCH OF DIMES | |||||||
| PO BOX 5041 | WHITE PLAINS | NY | 10605 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $250 |
| MARTIN HEALTH FOUNDATION | |||||||
| PO BOX 9010 | STUART | FL | 34995 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,300 |
| MARY THERESA ROSE FUND | |||||||
| 33 WOLFE DRIVE | WANAQUE | NJ | 07465 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $1,000 |
| MEALS ON WHEELS OF NEW ROCHELLE | |||||||
| 50 PINTARD AVE | NEW ROCHELLE | NY | 10801 | NONE | PUBLIC CHARITY | UNRESTRICTED | $250 |
| MT ST MICHAEL ACADEMY | |||||||
| 4300 MURDOCK AVE | BRONX | NY | 10466 | NONE | PUBLIC CHARITY | UNRESTRICTED | $52,500 |
| NEW ENGLAND CENTER FOR CHILDREN (NECC) | |||||||
| 33 TURNPIKE ROAD | SOUTHBOROUGH | MA | 01772 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 |
| NEW ROCHELLE BASKETBALL ASSOCIATION | |||||||
| 44 SOUTH BROADWAY | WHITE PLAINS | NY | 10601 | NONE | PUBLIC CHARITY | UNRESTRICTED | $250 |
| OCEAN COMMUNITY YMCA | |||||||
| 95 HIGH STREET | WESTERLY | RI | 02891 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $2,500 |
| PROMISE PROJECT- | |||||||
| 121 AVENUE OF THE AMERICAS | NEW YORK | NY | 10013 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 |
| RAYMOND F KRAVIS CENTER | |||||||
| 701 OKEECHOBEE BLVD | WEST PALM BEACH | FL | 33401 | NONE | PUBLIC CHARITY | UNRESTRICTED | $100 |
| RHODE ISLAND CENTER ASSISTING THOSE IN NEED | |||||||
| 805 ALTON CAROLINA RD | CHARLESTOWN | RI | 02813 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $500 |
| RI CAN | |||||||
| PO BOX 73 | CAROLINA | RI | 02812 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 |
| SALT PONDS COALITION | |||||||
| PO BOX 875 | CHARLESTOWN | RI | 02813 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $500 |
| ST MARY'S PARISH | |||||||
| 437 CAROLINA BACK ROAD | CAROLINA | RI | 02812 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,000 |
| ST VINCENTS HOSPITAL | |||||||
| 275 NORTH ST | HARRISON | NY | 10528 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| SWIM ACCROSS AMERICA | |||||||
| 11600 N COMMUNITY HOUSE RD STE 100 | CHARLOTTE | NC | 28277 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 |
| THE PAP CORPS | |||||||
| 3555 NW CLUBSIDE CIRCLE | BOCA RATON | FL | 33496 | NONE | PUBLIC CHARITY | UNRESTRICTED | $200 |
| TREASURE COAST FOOD BANK | |||||||
| 401 ANGLE ROAD | FORT PIERCE | FL | 34947 | NONE | PUBLIC CHARITY | UNRESTRICTED | $250 |
| UNITED WAY OF ST LUCIE | |||||||
| 4800 S US HIGHWAY 1 | FORT PIERCE | FL | 34982 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $1,000 |
| URSULINE SCHOOL | |||||||
| 1354 NORTH AVE | NEW ROCHELLE | NY | 10804 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $1,000 |
| VILLANOVA LAW SCHOOL | |||||||
| 800 LANCASTER AVENUE | VILLANOVA | PA | 19085 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $1,000 |
| WESTERLY HOSPITAL | |||||||
| 25 WELLS ST | WESTERLY | RI | 02891 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $500 |
| WHITE PLAINS HOSPITAL | |||||||
| 41 EAST POST RD | WHITE PLAINS | NY | 10601 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $5,000 |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORT RD STE 300 | JACKSONVILLE | FL | 32256 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $108,200 | 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 | $15,070 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,422 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $290,704 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $345,196 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $345,196 | 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 | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| JAMES M COOGAN | ||||||
| 1 | 34 STONYGATE OVAL | NEW ROCHELLE | NY | 10804 | $101,997 | Yes (X) |
| JAMES M COOGAN | ||||||
| 2 | 34 STONYGATE OVAL | NEW ROCHELLE | NY | 10804 | $101,886 | Yes (X) |
| JAMES M COOGAN | ||||||
| 3 | 34 STONYGATE OVAL | NEW ROCHELLE | NY | 10804 | $101,095 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 315 SHS ADOBE INC. COMMON STOCK-$101,997 | $101,997 | 2019-12-17 |
| 2 | 395 SHARES OF ANSYS INC. , COMMON STOCK | $101,886 | 2019-12-17 |
| 3 | 650 SHARES MICROSOFT CORP, COMMON STOCK | $101,095 | 2019-12-17 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTANT | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $900 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $600 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME | BondNm |
| EOY Book Value | $507,375 | EOYBookValueAmt |
| EOYFMV | $507,375 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY SECURITIES | StockNm |
| EOY Book Value | $1,902,952 | EOYBookValueAmt |
| EOYFMV | $1,902,952 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MONEY MARKET FUNDS | FMV | $439,394 | $439,394 |
| PUBLICLY TRADED PARTNERSHIP | FMV | $108,416 | $108,416 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PASSIVE LOSS ON PUBLICLY TRADED PARTNERSHIPS | Desc |
| Amt | $8,323 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $12,496 | $12,496 | $0 |
| ADMINISTRATIVE EXPENSES | $10,048 | $3,000 | $7,048 |
| NYS FILING FEE | $250 | $0 | $0 |
| FEDERAL EXCISE TAXES | $984 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON MARKETABLE SECURITIES | Desc |
| Amt | $212,506 | Amt |