THE JAMES AND ROBIN COOGAN FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE JAMES AND ROBIN COOGAN FOUNDATION (EIN 13-4090179)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-01
- IRS object ID
- 201801219349100930
- Schema version
- 2017v2.2
- 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
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-01T13:58:55-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132550103 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | D'ARCANGELO & CO LLP | 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 | 105731301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 | 2018-04-23 | 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 | 2018-04-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $2,427,657 | 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 | $282,500 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,631 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,631 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $32,755 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,755 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $375,974 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,055,576 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $375,974 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $692,860 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $410,360 | 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 |
| Legal Fees Rev And Expnss | $2,379 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,427 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $952 | LegalFeesDsbrsChrtblAmt |
| 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 | $18,834 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,117 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,713 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,444 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,552 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $84,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $84,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $106,863 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,444 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $85,702 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $585,997 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $393,916 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $17,272 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,435 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,435 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,385,784 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,618,088 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,618,088 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $100,169 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $413,221 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $413,221 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $427,361 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $388,913 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $388,913 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,930,586 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,427,657 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,427,657 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $1,930,586 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,427,657 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,930,586 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,427,657 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,930,586 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,427,657 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,930,586 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $585,997 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,516,583 | SubtotalAmt |
| Other Decreases | $88,926 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,427,657 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|
| ENTERPRISE PRODUCTS AS NOMINEE | P | 2017-12-31 | $548 | -$548 | -$548 | |
| MAGELLAN MIDSTREAM LLP A NOMINEE | P | 2017-12-31 | $3 | $3 | $3 | |
| MAGELLAN MIDSTREAM LLP A NOMINEE | P | 2017-12-31 | $54 | $54 | $54 | |
| PUBLICLY TRADED SECURITIES-SCHWAB | P | 2017-12-31 | $136,829 | -$6,941 | -$6,941 | $129,888 |
| PUBLICLY TRADED SECURITIES-SCHWAB | P | 2017-12-31 | $542,225 | $383,406 | $383,406 | $925,631 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $375,974 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $73,750 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,798,827 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040999 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $76,250 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,786,342 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042685 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $76,581 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,326,170 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.057746 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $75,850 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,610,743 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047090 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $73,600 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,535,741 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047925 | DistributionYr5Rt |
| Total Distribution | 0.236445 | TotalDistributionRt |
| Average Distribution | 0.047289 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,023,612 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $95,695 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,939 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $99,634 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $85,702 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,878 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,878 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,878 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $5 | EsPenaltyAmt |
| Tax Due | $3,883 | 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 |
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 | $84,150 | 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 | $2,032,971 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,457 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,054,428 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,054,428 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,816 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,023,612 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $101,181 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $101,181 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,878 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,878 | TotalTaxAmt |
| Distributable Before Adj | $93,303 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $93,303 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $93,303 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $85,702 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $85,702 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $85,702 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $93,303 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $84,683 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $85,702 | QualifyingDistributionsAmt |
| Applied To Year1 | $84,683 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,019 | 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 | $92,284 | 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 (57 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 | $200 |
| AMERICAN CANCER SOCIETY | |||||||
| 250 WILLIAMS ST NW | ATLANTA | GA | 30303 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 |
| BOYS & GIRLS CLUB OF NEW ROCHELLE | |||||||
| 79 SEVENTH ST | NEW ROCHELLE | NY | 10801 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $500 |
| BRONX FREEDOM FUND | |||||||
| 360 E 161ST ST | BRONX | NY | 10451 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| CABRINI OF WESTCHESTER | |||||||
| 115 BROADWAY | DOBBS FERRY | NY | 10522 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| CALVARY HOSPITAL FUND INC | |||||||
| 1740 EASTCHESTER RD | BRONX | NY | 10461 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $1,000 |
| CANCER SUPPORT TEAM | |||||||
| 2000 WESTCHESTER AVENUE STE 103 | PURCHASE | NY | 10577 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $5,000 |
| CARDINALS APPEAL | |||||||
| 1011 FIRST AVE | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $5,000 |
| CAT ASSISTANCE | |||||||
| PO BOX 539 | ARDSLEY | NY | 10502 | NONE | PUBLIC CHARITY | UNRESTRICTED | $100 |
| CATHOLIC CHARITIES | |||||||
| 1011 FIRST AVE | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $5,000 |
| 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 GRANTS | $500 |
| COVENANT HOUSE | |||||||
| PO BOX 96708 | WASHINGTON | DC | 20090 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 |
| 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 | $250 |
| FAVARH | |||||||
| 225 COMMERCE DR | CANTON | CT | 06019 | NONE | PUBLIC CHARITY | UNRESTRICTED | $250 |
| 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 | $2,000 |
| HARBOUR RIDGE FAMILY FOUNDATION | |||||||
| 12600 HARBOUR RIDGE BLVD | PALM CITY | FL | 34990 | NONE | PUBLIC CHARITY | UNRESTRICTED | $4,000 |
| HOPE COMMUNITY SERVICES | |||||||
| 50 WASHINGTON AVE | NEW ROCHELLE | NY | 10801 | NONE | PUBLIC CHARITY | UNRESTRICED | $500 |
| JANSEN HOSPICE AND PALLIATIVE CARE | |||||||
| 670 WHITE PLAINS RD | SCARSDALE | NY | 10583 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $250 |
| JONNYCAKE CENTER OF WESTERLY | |||||||
| 23 INDUSTRIAL DRIVE | WESTERLY | RI | 02891 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 |
| 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 | |||||||
| 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 | $200 |
| 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 |
| MICHAEL FOX FOUNDATION PARKINSONS RESEARCH | |||||||
| PO BOX 4777 | NEW YORK | NY | 10163 | NONE | PUBLIC CHARITY | UNRESTRICTED | $100 |
| MT ST MICHAEL ACADEMY | |||||||
| 4300 MURDOCK AVE | BRONX | NY | 10466 | NONE | PUBLIC CHARITY | UNRESTRICTED | $22,000 |
| NEW ROCHELLE BASKETBALL ASSOCIATION | |||||||
| 44 SOUTH BROADWAY | WHITE PLAINS | NY | 10601 | NONE | PUBLIC CHARITY | UNRESTRICTED | $250 |
| NEW YORK PRESBYTERIAN LAWRENCE HOSPITAL | |||||||
| 55 PALMER AVENUE | BRONXVILLE | NY | 10708 | NONE | PUBLIC CHARITY | UNRESTRICTED | $750 |
| NY CREATIVE ARTS THERAPY FOUNDATION | |||||||
| 16 VILLARD AVE | HASTINGS | NY | 10706 | NONE | PUBLIC CHARITY | UNRESTRICTED | $100 |
| OCEAN COMMUNITY YMCA | |||||||
| 95 HIGH STREET | WESTERLY | RI | 02891 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $3,000 |
| PROMISE PROJECT-FCNY | |||||||
| 121 AVENUE OF THE AMERICAS | NEW YORK | NY | 10013 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 |
| RHODE ISLAND CENTER ASSISTING THOSE IN NEED | |||||||
| 805 ALTON CAROLINA RD | CHARLESTOWN | RI | 02813 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $500 |
| ROBERT FEDER NURSING EDUCATION FUND | |||||||
| 41 EAST POST RD | WHITE PLAINS | NY | 10601 | NONE | PUBLIC CHARITY | UNRESTRICTED | $200 |
| SAFESPACE | |||||||
| 612 SE DIXIE HYWY | STUART | FL | 34994 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| SALT PONDS COALITION | |||||||
| PO BOX 875 | CHARLESTOWN | RI | 02813 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $500 |
| SARAH LAWRENCE COLLEGE | |||||||
| 1 MEAD WAY | BRONXVILLE | NY | 10708 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| ST JUDES CHILDRENS' HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $100 |
| ST PIUS X | |||||||
| 91 SECOR RD | SCARSDALE | NY | 10583 | 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 | $250 |
| THE CLEARVIEW SCHOOL | |||||||
| 480 ALBANY POST RD | BRIARCLIFF MANOR | NY | 10510 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 |
| THE PREGNANCY CARE CENTER | |||||||
| PO BOX 28 | NEW ROCHELLE | NY | 10804 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,000 |
| THE SHARING COMMUNITY INC | |||||||
| PO BOX 657 | YONKERS | NY | 10702 | NONE | PUBLIC CHARITY | UNRESTRICTED | $250 |
| THIRTEEN | |||||||
| 825 8TH AVE | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | UNRESTRICTED | $50 |
| 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 | $100 |
| USO | |||||||
| PO BOX 96322 | WASHINGTON | DC | 20090 | NONE | PUBLIC CHARITY | UNRESTRICTED | $250 |
| VILLANOVA LAW SCHOOL | |||||||
| 800 LANCASTER AVENUE | VILLANOVA | PA | 19085 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $2,500 |
| WATERKEEPER ALLIANCE | |||||||
| 180 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | UNRESTRICTED | $100 |
| WESTCHESTER GOLF ASSOC CADDY SCHOLARSHIP FUND | |||||||
| 49 KNOLLWOOD RD | ELMSFORD | NY | 10523 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $600 |
| 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 | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $84,150 | 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 | $1,631 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,755 | 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 | $375,974 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $410,360 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $410,360 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES M COOGAN | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 34 STONYGATE OVAL | AddressLine1Txt |
| City | NEW ROCHELLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10804 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $282,500 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 2,500 SHS NXP SEMICONDUCTORS. COMMON STOCK | NoncashPropertyDesc |
| Fair Market Value | $282,500 | FairMarketValueAmt |
| Received | 2017-11-29 | ReceivedDt |
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 | $413,221 | EOYBookValueAmt |
| EOYFMV | $413,221 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY SECURITIES | StockNm |
| EOY Book Value | $1,618,088 | EOYBookValueAmt |
| EOYFMV | $1,618,088 | 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 | $286,849 | $286,849 |
| PUBLICLY TRADED PARTNERSHIP | FMV | $102,064 | $102,064 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,379 | LegalFeesAmt |
| Net Investment Income | $1,427 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $952 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED LOSS ON MARKETABLE SECURITIES | $72,888 |
| PASSIVE LOSS ON PUBLICLY TRADED PARTNERSHIPS | $16,038 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $14,117 | $14,117 | $0 |
| NYS FILING FEE | $250 | $0 | $0 |
| FEDERAL EXCISE TAXES | $4,467 | $0 | $0 |