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COWLES CHARITABLE TRUST: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
COWLES CHARITABLE TRUST (EIN 13-6090295)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-14
IRS object ID
202523189349101727
Schema version
2024v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-14T17:42:10-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN331461107PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CIROLA ACCOUNTANTS AND ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line113 PARKSIDE DRAddressLine1Txt
CityGREAT NECKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP110211042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136090295EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE COWLES CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCOWLBusinessNameControlTxt
Phone7189389762PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 50027AddressLine1Txt
CitySTATEN ISLANDCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10305ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJULIE BASKEVICHPersonNm
Person TitleTREASURERPersonTitleTxt
Phone7189389762PhoneNum
Signature2025-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPENELOPE CIROLAPreparerPersonNm
PTINP01363402PTIN
Phone3478342667PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$25,412,618FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$5,044InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5,044InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$680,132DividendsRevAndExpnssAmt
Dividends Net Invst Incm$679,835DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$465,488NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,949,428GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$465,488CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$9,792OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$9,795OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,160,456TotalRevAndExpnssAmt
Total Net Invst Incm$1,160,162TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$115,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$76,667CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$38,333CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$26,250AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$13,125AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$13,125AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$189,606OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$189,606OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$41,799TaxesRevAndExpnssAmt
Taxes Net Invst Incm$7,286TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$24,975TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$24,975TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$43,256OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$282OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$42,974OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$440,886TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$286,966TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$119,407TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,384,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,384,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,825,686TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$286,966TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,504,207TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$665,230ExcessRevenueOverExpensesAmt
Net Investment Income$873,196NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$294,230SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$282,509SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$282,509SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$1,415,800USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,732,914USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,713,441USGovtObligationsEOYFMVAmt
Corporate Stock BOY$11,201,602CorporateStockBOYAmt
Corporate Stock EOY$10,838,457CorporateStockEOYAmt
Corporate Stock EOYFMV$23,028,341CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,009,580CorporateBondsBOYAmt
Corporate Bonds EOY$375,593CorporateBondsEOYAmt
Corporate Bonds EOYFMV$388,327CorporateBondsEOYFMVAmt
Total Assets BOY$13,921,212TotalAssetsBOYAmt
Total Assets EOY$13,229,473TotalAssetsEOYAmt
Total Assets EOYFMV$25,412,618TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$13,921,212RetainedEarningBOYAmt
Retained Earning EOY$13,229,473RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$13,921,212TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$13,229,473TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$13,921,212TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$13,229,473TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$13,921,212TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$665,230ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$13,255,982SubtotalAmt
Other Decreases$26,509OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$13,229,473TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCdAcquiredAcquiredDt
PERSHING/SNOWDEN TFT-3053132024-12-31$604,673$117,231$487,442$487,442
CAPITAL GAINS DIVIDENDS$17,699$17,699$17,699P
2000 TRUIST FINL CORP2024-01-17$71,515$64,417$7,098$7,0982016-01-29
825 BRISTOL MYERS SQIOBB CO2024-01-17$41,006$41,145-$139-$1392016-10-19
2000 BRISTOL MYERS SQIOBB CO2024-06-27$83,160$99,745-$16,585-$16,5852016-10-19
1830 CVS HEALTH CORP2024-06-26$109,542$165,125-$55,583-$55,5832016-09-29
125 DIAGEO PLC SPON ADR - NEW2024-10-14$16,897$8,560$8,337$8,3372009-12-11
EXXON MOBIL CIL2024-05-03$2$2$2
2350 AMENTUM HLDGS INC2024-10-14$65,507$18,346$47,161$47,1612015-02-17
1735 WELLS FARGO & CO2024-02-16$89,525$75,231$14,294$14,2942023-01-12
100000 BROWN & BROWN 4.2% DUE 09/15/242024-09-15$100,000$106,605-$6,605-$6,6052020-05-14
125000 COMERICA BANK 2.5% DUE 07/23/242024-07-23$125,000$120,206$4,794$4,7942023-02-27
250000 MORGAN STANLEY 3.7% DUE 10/23/242024-10-23$250,000$269,487-$19,487-$19,4872021-10-20
125000 SYNCHRONY FINANCIAL 4.375% DUE 03/19/242024-03-19$125,000$137,689-$12,689-$12,6892021-02-09
50000 US TREASURY NOTES 2.75% 2/242024-01-17$49,902$52,031-$2,129-$2,1292019-06-07
200000 US TREASURY NOTES 2.75% 2/242024-02-15$200,000$208,122-$8,122-$8,1222019-06-07
FieldValueIRS element (for citing)
Capital Gain Net Income$465,488CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$12,137InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$12,137SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$12,137TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$45,801EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$35,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$80,801TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$68,664OverpaymentAmt
Applied To ES Tax$68,664AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressCOWLESCHARITABLETRUST.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JULIE BASKEVICH TREASURERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7189389762PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1143 NIXON AVEAddressLine1Txt
CitySTATEN ISLANDCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10304ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GARDNER COWLES III
PO BOX 50027STATEN ISLANDNY10305TRUSTEE EMERITUS0.00$0$0$0
JULIE BASKEVICH
PO BOX 50027STATEN ISLANDNY10305TREASURER AND SECRETARY20.00$115,000$0$0
LOIS ELEANOR HARRISON
PO BOX 50027STATEN ISLANDNY10305TRUSTEE1.00$0$0$0
KATE COWLES NICHOLS
PO BOX 50027STATEN ISLANDNY10305TRUSTEE EMERITUS0.00$0$0$0
VIRGINIA COWLES SCHROTH
PO BOX 50027STATEN ISLANDNY10305CHAIRMAN AND TRUSTEE2.00$0$0$0
JAN S COWLES
PO BOX 50027STATEN ISLANDNY10305TRUSTEE EMERITUS0.00$0$0$0
CHARLES COWLES
PO BOX 50027STATEN ISLANDNY10305TRUSTEE EMERITUS0.00$0$0$0
JOHN PATRICK HARRISON
PO BOX 50027STATEN ISLANDNY10305TRUSTEE1.00$0$0$0
ELIZABETH STRAUSS
PO BOX 50027STATEN ISLANDNY10305TRUSTEE1.00$0$0$0
KATE STRAUSS LONG
PO BOX 50027STATEN ISLANDNY10305TRUSTEE1.00$0$0$0
LISE CHARLIER
PO BOX 50027STATEN ISLANDNY10305TRUSTEE1.00$0$0$0
BETTY FLEMING
PO BOX 50027STATEN ISLANDNY10305TRUSTEE1.00$0$0$0
MATTHEW SCHROTH
PO BOX 50027STATEN ISLANDNY10305TRUSTEE1.00$0$0$0
GWEN STRAUSS
PO BOX 50027STATEN ISLANDNY10305TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

FieldValueIRS element (for citing)
PersonJULIE BASKEVICHBASKEVICH LLCPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1143 NIXON AVEAddressLine1Txt
CitySTATEN ISLANDCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10304ZIPCd
FieldValueIRS element (for citing)
Service TypeSECRETARY AND TREASURERServiceTypeTxt
Compensation$115,000CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$24,828,053AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$578,399AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$25,406,452TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$25,406,452AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$381,097CashDeemedCharitableAmt
Net Vl Noncharitable Assets$25,025,355NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,251,268MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,251,268MinimumInvestmentReturnAmt
Tax Based On Investment Income$12,137TaxBasedOnInvestmentIncomeAmt
Total Tax$12,137TotalTaxAmt
Distributable Before Adj$1,239,131DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,239,131DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,239,131DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,504,207ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,504,207QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,239,131DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$292,283ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$265,534ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$123,343ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$144,848ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$274,028ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,100,036TotalExcessDistributionCyovAmt
Qualifying Distributions$1,504,207QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,239,131AppliedToCurrentYearAmt
Remaining Distri From Corpus$265,076RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,365,112TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$292,283ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,072,829ExcessDistriCyovToNextYrAmt
Excess From Year4$265,534ExcessFromYear4Amt
Excess From Year3$123,343ExcessFromYear3Amt
Excess From Year2$144,848ExcessFromYear2Amt
Excess From Year1$274,028ExcessFromYear1Amt
Excess From Current Year$265,076ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJULIE BASKEVICHRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 50027AddressLine1Txt
CitySTATEN ISLANDCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10305ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7189389762RecipientPhoneNum
Recipient Email AddressSUBMISSIONS@COWLESCHARITABLETRUST.ORGRecipientEmailAddressTxt
Form And Info And MaterialsNONEFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (262 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
350ORG
PO BOX 843004BOSTONMA02284PC PUBLIC CHARITYCHARITABLE$2,500
92ND STREET Y
1395 LEXINGTON AVENUENEW YORKNY10128PC PUBLIC CHARITYTHE ARTS$2,500
ALASKA WHALE FOUNDATION
PO BOX 1927PETERSBURGAK99833PC PUBLIC CHARITYCHARITABLE$2,000
ALDRICH CONTEMPORARY ART MUSEUM
258 MAIN STREETRIDGEFIELDCT06877PC PUBLIC CHARITYTHE ARTS$5,000
ALLEN-STEVENSON SCHOOL
132 EAST 78TH STREETNEW YORKNY10075PC PUBLIC CHARITYEDUCATION$3,000
ALLIANCE FOR YOUNG ARTISTS & WRITERS
557 BROADWAYNEW YORKNY10012PC PUBLIC CHARITYTHE ARTS$2,000
ALVIN AILEY DANCE FOUNDATION INC
405 WEST 55TH STREETNEW YORKNY10019PC PUBLIC CHARITYTHE ARTS$3,000
AMERICAN ACADEMY OF ARTS AND LETTERS
633 WEST 155 STREETNEW YORKNY10032PC PUBLIC CHARITYTHE ARTS$1,500
AMERICAN CIVIL LIBERTIES UNION FOUNDATION
125 BROAD STREET 18TH FLOORNEW YORKNY10004PC PUBLIC CHARITYCHARITABLE$5,000
AMERICAN FEDERATION OF ARTS
305 EAST 47TH STREET 10TH FLOORNEW YORKNY10017PC PUBLIC CHARITYTHE ARTS$5,000
AMERICAN MUSEUM OF NATURAL HISTORY
CENTRAL PARK WEST 79TH STREETNEW YORKNY10024PC PUBLIC CHARITYEDUCATION$3,000
AMERICAN RED CROSS
PO BOX 37839BOONEIA500370839PC PUBLIC CHARITYCHARITABLE$10,000
AMERICAS SOCIETY INC
680 PARK AVENUENEW YORKNY10065PC PUBLIC CHARITYCHARITABLE$7,500
AMFAR THE AMERICAN FOUNDATION FOR AIDS RESEARCH
120 WALL STREET 13TH FLOORNEW YORKNY10005PC PUBLIC CHARITYMEDICAL$4,000
ANIMAL MEDICAL CENTER
510 EAST 62ND STREETNEW YORKNY10065PC PUBLIC CHARITYMEDICAL$2,500
APOLLO PACT INC
446 E 86TH STR APT 7DNEW YORKNY10028PC PUBLIC CHARITYMEDICAL$9,500
APOLLO THEATER FOUNDATION INC
253 WEST 125TH STREETNEW YORKNY10025PC PUBLIC CHARITYTHE ARTS$5,000
APPEAL
PO BOX 3711LANDERSCA92285PC PUBLIC CHARITYCHARITABLE$1,500
ART COUNCIL INC
C/O SOHO WORKS 55 WATER STREETBROOKLYNNY11201PC PUBLIC CHARITYTHE ARTS$5,000
ART EFFECT OF THE HUDSON VALLEY INC
45 PERSHING AVENUEPOUGHKEEPSIENY12601PC PUBLIC CHARITYTHE ARTS$15,000
ART21 INC
231 WEST 29TH STREET SUITE 706NEW YORKNY10001PC PUBLIC CHARITYTHE ARTS$8,000
ARTISTS FOR HUMANITY
100 WEST SECOND STRBOSTONMA02127PC PUBLIC CHARITYTHE ARTS$1,500
ARTISTS IN RESIDENCE
155 PLYMOUTH STBROOKLYNNY11201PC PUBLIC CHARITYTHE ARTS$2,000
ARTISTS IN RESIDENCE IN EVERGLADES INC
1951 NW 7TH AVE 600MIAMIFL33136PC PUBLIC CHARITYTHE ARTS$1,500
ARTISTS SPACE
11C CORTLANDT ALLEYNEW YORKNY10013PC PUBLIC CHARITYTHE ARTS$5,000
ARTS MID-HUDSON INC
696 DUTCHESS TPKESUITE FPOUGHKEEPSIENY12603PC PUBLIC CHARITYTHE ARTS$5,000
BALTIMORE SCHOLARSHIP FUND
808 NORTH CHARLES STREETBALTIMOREMD21201PC PUBLIC CHARITYEDUCATION$5,000
BARD GRADUATE CENTER
18 WEST 86TH STREETNEW YORKNY10024PC PUBLIC CHARITYEDUCATION$10,000
BEYOND WALLS
18 MOUNT VERNON STLYNNMA01901PC PUBLIC CHARITYTHE ARTS$2,500
BIKES FOR TYKES INC
5950 COPE LANENAPLESFL34112PC PUBLIC CHARITYCHARITABLE$1,500
BOOK FAIRIES
70 NORTH MAIN STREETFREEPORTNY11520PC PUBLIC CHARITYEDUCATION$1,500
BOWERY MISSION
90 LAFAYETTE STREET 6TH FLNEW YORKNY10013PC PUBLIC CHARITYCHARITABLE$3,500
BRADY CENTER TO PREVENT GUN VIOLENCE
840 FIRST ST NE SUITE 400WASHINGTONDC20002PC PUBLIC CHARITYCHARITABLE$5,000
BRIDGE FUND OF NEW YORK INC
271 MADISON AVENUE 907NEW YORKNY10016PC PUBLIC CHARITYCHARITABLE$7,500
BRONX MUSEUM OF THE ARTS
1040 GRAND CONCOURSEBRONXNY10456PC PUBLIC CHARITYTHE ARTS$6,000
BROOKLYN ACADEMY OF MUSIC
30 LAFAYETTE AVENUEBROOKLYNNY11217PC PUBLIC CHARITYTHE ARTS$6,000
BROOKLYN BOTANIC GARDEN
1000 WASHINGTON AVENUEBROOKLYNNY11225PC PUBLIC CHARITYTHE ARTS$4,000
BROOKLYN BUREAU OF COMMUNITY SERVICE
151 LAWRENCE STR 4TH FLBROOKLYNNY11201PC PUBLIC CHARITYCHARITABLE$3,500
BROOKLYN MUSEUM
200 EASTERN PARKWAYBROOKLYNNY11238PC PUBLIC CHARITYTHE ARTS$10,000
BROOKLYN PUBLIC LIBRARY
10 GRAND ARMY PLAZA 6TH FLBROOKLYNNY11238PC PUBLIC CHARITYEDUCATION$1,500
BYRD HOFFMAN WATERMILL FOUNDATION
39 WATER MILL TOWD ROADWATER MILLNY11976PC PUBLIC CHARITYTHE ARTS$6,500
CAMBRIDGE SCHOOL OF WESTON
45 GEORGIAN ROADWESTONMA02493PC PUBLIC CHARITYEDUCATION$10,000
CAMILLUS HOUSE
1603 NW 7TH AVENUEMIAMIFL33136PC PUBLIC CHARITYCHARITABLE$4,000
CAMPAIGN AGAINST HUNGER
2010 FULTON STREETBROOKLYNNY11233PC PUBLIC CHARITYCHARITABLE$2,000
CANDID
32 OLD SLIP - 24TH FLOORNEW YORKNY10005PC PUBLIC CHARITYEDUCATION$2,500
CANOPY CANOPY CANOPY
264 CANAL STREET 3WNEW YORKNY10013PC PUBLIC CHARITYCHARITABLE$1,500
CARRIAGE TRADE GALLERY
277 GRAND STR 2ND FLNEW YORKNY10002PC PUBLIC CHARITYTHE ARTS$1,500
CASA VALENTINA
2103 CORAL WAY 2ND FLMIAMIFL33145PC PUBLIC CHARITYCHARITABLE$2,000
CATHEDRAL OF ST JOHN THE DIVINE
1047 AMSTERDAM AVENUENEW YORKNY10025PC PUBLIC CHARITYCHARITABLE$6,000
CENTER FOR ALTERNATIVE SENTENCING AND EMPLOYMENT SERVICES (CASES)
151 LAWRENCE STREET 3RD FLOORBROOKLYNNY11201PC PUBLIC CHARITYCHARITABLE$10,000
CENTER FOR SPIRITUAL AND ETHICAL EDUCATION
910 M STREET - NW - SUITE 722WASHINGTONDC20001PC PUBLIC CHARITYEDUCATION$3,000
CENTERSTONE OF FLORIDA INC
391 6TH AVENUE WESTBRADENTONFL34205PC PUBLIC CHARITYMEDICAL$2,500
CENTRAL PARK CONSERVANCY INC
717 FIFTH AVE 5TH FLNEW YORKNY10022PC PUBLIC CHARITYCHARITABLE$5,000
CHARITY NAVIGATOR
299 MARKET ST STE 250SADDLE BROOKNJ07663PC PUBLIC CHARITYCHARITABLE$1,500
CHILDREN FIRST INC
1723 N ORANGE AVENUESARASOTAFL34234PC PUBLIC CHARITYCHARITABLE$1,500
CHILDREN'S MUSEUM OF THE ARTS
PO BOX 1011NEW YORKNY10276PC PUBLIC CHARITYTHE ARTS$5,000
CHINATI FOUNDATION
PO BOX 1135MARFATX79843PC PUBLIC CHARITYTHE ARTS$7,500
CIRCUS ARTS CONSERVATORY
2075 BAHIA VISTA STRSARASOTAFL34239PC PUBLIC CHARITYTHE ARTS$2,500
CITY PARKS FOUNDATION
830 FIFTH AVENUENEW YORKNY10065PC PUBLIC CHARITYCHARITABLE$5,000
CITY REPORT
85 BROAD STREET 12TH FLNEW YORKNY10004PC PUBLIC CHARITYCHARITABLE$2,000
CITYARTS
77 BLEECKER STREET C2-18NEW YORKNY10012PC PUBLIC CHARITYTHE ARTS$3,500
CIVIL LIBERTIES DEFENSE CENTER
1711 WILLAMETTE ST STE 301 359EUGENEOR97401PC PUBLIC CHARITYCHARITABLE$2,500
CLEAN AND HEALTHY NEW YORK INC
69 STATE ST STE 1400CALBANYNY12207PC PUBLIC CHARITYCHARITABLE$2,000
COLUMBIA LAW SCHOOL
435 WEST 116TH STREETNEW YORKNY10027PC PUBLIC CHARITYEDUCATION$2,500
CONSERVATION FOUNDATION OF THE GULF COAST
400 PALMETTO AVEOSPREYFL34229PC PUBLIC CHARITYCHARITABLE$1,500
COUNCIL ON THE ENVIRONMENT INC (GROWNYC)
PO BOX 2327NEW YORKNY10272PC PUBLIC CHARITYCHARITABLE$5,000
CREATIVE TIME INC
59 EAST 4TH STREET 6TH FLOORNEW YORKNY10003PC PUBLIC CHARITYTHE ARTS$5,000
CROHN'S & COLITIS FOUNDATION (NJ AND NY CHAPTERS)
733 THIRD AVE STE 510NEW YORKNY10017PC PUBLIC CHARITYMEDICAL$12,000
CUMBERLAND UNIVERSITY
6191 COLLEGE STATION DRIVEWILLIAMSBURGKY40769PC PUBLIC CHARITYEDUCATION$10,000
CURATORIAL PROGRAM FOR RESEARCH
1 BLUE SLIP 19DBROOKLYNNY11222PC PUBLIC CHARITYTHE ARTS$1,500
DES MOINES SYMPHONY
1011 LOCUST STREET STE 200DES MOINESIA50309PC PUBLIC CHARITYTHE ARTS$5,000
DOCTORS WITHOUT BORDERS
40 RECTOR STREET 16TH FLOORNEW YORKNY10006PC PUBLIC CHARITYMEDICAL$5,000
DOE FUND
345 EAST 102ND STREET 305NEW YORKNY10029PC PUBLIC CHARITYCHARITABLE$12,500
DORA MAAR CULTURAL CENTER
2121 SAGE RD STE 235HOUSTONTX77056PC PUBLIC CHARITYTHE ARTS$20,000
DRAWING CENTER
35 WOOSTER STREETNEW YORKNY10013PC PUBLIC CHARITYTHE ARTS$5,000
DYCKMAN FARMHOUSE MUSEUM ALLIANCE
4881 BROADWAY PO BOX 61NEW YORKNY10034PC PUBLIC CHARITYTHE ARTS$1,500
EAGLEBROOK SCHOOLALLEN CHASE FOUNDATION
271 PINE NOOK ROADDEERFIELDMA01342PC PUBLIC CHARITYEDUCATION$10,000
EARTH ISLAND INSTITUTE
2150 ALLSTON WAY STE 460BERKELEYCA94704PC PUBLIC CHARITYCHARITABLE$2,500
EAST HARLEM TUTORIAL PROGRAM INC
2050 SECOND AVENUENEW YORKNY10029PC PUBLIC CHARITYEDUCATION$7,500
EAST SIDE HOUSE INC
337 ALEXANDER AVENUEBRONXNY10454PC PUBLIC CHARITYCHARITABLE$2,500
EDUCATION THROUGH MUSIC
122 EAST 42ND STREET STE 2000NEW YORKNY10168PC PUBLIC CHARITYEDUCATION$2,000
EQUAL JUSTICE USA
44 COURT STR 1217 1001BROOKLYNNY11201PC PUBLIC CHARITYCHARITABLE$7,500
EVIDENT CHANGE
426 S YELLOWSTONE DRIVEMADISONWI53719PC PUBLIC CHARITYCHARITABLE$10,000
FACE AUTISM
5610 74TH PLACE EELLENTONFL34222PC PUBLIC CHARITYMEDICAL$1,800
FAIRNESS AND ACCURACY IN REPORTING
124 WEST 30TH STREET - SUITE 201NEW YORKNY10001PC PUBLIC CHARITYCHARITABLE$5,000
FILM FORUM
209 WEST HOUSTON STNEW YORKNY10014PC PUBLIC CHARITYTHE ARTS$2,500
FLORIDA CRAFTART
501 CENTRAL AVENUEST PETERSBURGFL33701PC PUBLIC CHARITYTHE ARTS$5,000
FLORIDA HUMANITIES COUNCIL
599 2ND STR SST PETERSBURGFL33701PC PUBLIC CHARITYCHARITABLE$2,000
FLORIDA JUSTICE INSTITUTE INC
PO BOX 370747MIAMIFL33137PC PUBLIC CHARITYCHARITABLE$2,500
FOOD BANK FOR NEW YORK CITY
39 BROADWAY 10TH FLOORNEW YORKNY10006PC PUBLIC CHARITYCHARITABLE$5,000
FORTY CARROTS OF SARASOTA INC
1500 S TUTTLE AVENUESARASOTAFL34239PC PUBLIC CHARITYEDUCATION$1,500
FOUNDATION FOR CONTEMPORARY ARTS
820 GREENWICH STR 4NEW YORKNY10014PC PUBLIC CHARITYTHE ARTS$7,500
FRACTURED ATLAS
PO BOX 55HARTSDALECT10530PC PUBLIC CHARITYCHARITABLE$10,000
FRACTURED ATLAS - BRIDGE INITIATIVE
PO BOX 55HARTSDALENY10530PC PUBLIC CHARITYCHARITABLE$40,000
FRACTURED ATLAS - INDEPENDENT FILM & VIDEO PRODUCTIONS
PO BOX 55HARTSDALENY10530PC PUBLIC CHARITYTHE ARTS$1,500
FRESH AIR FUND
633 3RD AVENUE 14TH FLNEW YORKNY10017PC PUBLIC CHARITYCHARITABLE$4,500
FRICK COLLECTION
1 EAST 70TH STREETNEW YORKNY10021PC PUBLIC CHARITYTHE ARTS$3,000
FRIENDS OF MATENWA INC
91 ABERDEEN AVENUECAMBRIDGEMA02138PC PUBLIC CHARITYCHARITABLE$2,000
FRIENDS OF THE BASS MUSEUM
2100 COLLINS AVENUEMIAMI BEACHFL33139PC PUBLIC CHARITYTHE ARTS$5,000
FRIENDS OF THE HIGH LINE
THE DILLER - VON FURSTENBERGNEW YORKNY10014PC PUBLIC CHARITYCHARITABLE$5,000BUILDING 820 WASHINGTON STREET
FRIENDS OF THE UNDERLINE
1800 SW 1ST AVENUE - STE 504MIAMIFL33129PC PUBLIC CHARITYCHARITABLE$10,000
FRIENDS SCHOOL OF BALTIMORE
5114 NORTH CHARLES STREETBALTIMOREMD21210PC PUBLIC CHARITYEDUCATION$2,000
GRASP
5860 SNOWY EGRET DRIVESARASOTAFL34238PC PUBLIC CHARITYCHARITABLE$45,000
GEDCO
1010 EAST 33RD STREETBALTIMOREMD21218PC PUBLIC CHARITYCHARITABLE$2,000
GENESIS HEALTH SERVICES INC
4933 CHARLES PARTIN DRPARRISHFL34219PC PUBLIC CHARITYMEDICAL$10,000
GIRLS INC OF SARASOTA COUNTY
201 S TUTTLE AVESARASOTAFL34237PC PUBLIC CHARITYCHARITABLE$5,000
GOD'S LOVE WE DELIVER
166 AVENUE OF THE AMERICASNEW YORKNY10013PC PUBLIC CHARITYCHARITABLE$10,000
GRADUATE CENTER FOUNDATION
365 FIFTH AVENEW YORKNY10016PC PUBLIC CHARITYTHE ARTS$1,500
GRANT FOUNDATION
PO BOX 110091PITTSBURGHPA15232PC PUBLIC CHARITYMEDICAL$17,500
GREEN STREET ACADEMY
125 NORTH HILTON STREETBALTIMOREMD21229PC PUBLIC CHARITYEDUCATION$2,000
GUADALUPE CENTER
509 HOPE CIRCLEIMMOKALEEFL34142PC PUBLIC CHARITYCHARITABLE$2,000
GUGGENHEIM MUSEUM
1071 5TH AVENUENEW YORKNY10128PC PUBLIC CHARITYTHE ARTS$10,000
GUTTMACHER INSTITUTE
125 MAIDEN LANE 7TH FLNEW YORKNY10038PC PUBLIC CHARITYMEDICAL$1,500
HAMPSHIRE COLLEGE
893 WEST STREETAMHERSTMA01002PC PUBLIC CHARITYEDUCATION$5,000
HARLEM ACADEMY
655 ST NICHOLAS AVENUENEW YORKNY10030PC PUBLIC CHARITYEDUCATION$3,000
HARRISON CENTER FOR THE ARTS PARENTS' ASSOCIATION
750 HOLLINGSWORTH RDLAKELANDFL33801PC PUBLIC CHARITYTHE ARTS$2,500
HOWLAND CULTURAL CENTER
477 MAIN STRBEACONNY12508PC PUBLIC CHARITYTHE ARTS$1,500
HUDSON LINK FOR HIGHER EDUCATION IN PRISON
PO BOX 862OSSININGNY10562PC PUBLIC CHARITYEDUCATION$2,000
INSTITUTE OF CONTEMPORARY ART MIAMI
61 NE 41ST STRMIAMIFL33137PC PUBLIC CHARITYTHE ARTS$1,500
INTERNATIONAL CENTER FOR JOURNALISTS
PO BOX 27080WASHINGTONDC20038PC PUBLIC CHARITYEDUCATION$5,000
INTERNATIONAL PRINT CENTER NY
535 WEST 24TH STREETNEW YORKNY10011PC PUBLIC CHARITYCHARITABLE$2,500
INTERNATIONAL PRINT CENTER NY
535 WEST 24TH STREETNEW YORKNY10011PC PUBLIC CHARITYCHARITABLE$2,500
INTREPID SEA AIR & SPACE MUSEUM
W 46TH STR 12TH AVE PIER 86NEW YORKNY10036PC PUBLIC CHARITYEDUCATION$5,000
JADSON MEMORIAL CHURCH
55 WASHINGTON SQUARE SNEW YORKNY10012PC PUBLIC CHARITYCHARITABLE$1,500
JAZZ AT LINCOLN CENTER
3 COLUMBUS CIRCLE - SUITE 1200NEW YORKNY10019PC PUBLIC CHARITYTHE ARTS$2,500
JEWISH FAMILY & CHILDREN'S SERVICE
2688 FRUITVILLE ROADSARASOTAFL34237PC PUBLIC CHARITYCHARITABLE$10,000
JEWISH MUSEUM
1109 FIFTH AVENUENEW YORKNY10128PC PUBLIC CHARITYTHE ARTS$7,500
JOYCE THEATER FOUNDATION INC
175 EIGHTH AVENUENEW YORKNY10011PC PUBLIC CHARITYTHE ARTS$3,500
KITCHEN
163B BANK STREET 4TH FLOOR LOFTNEW YORKNY10014PC PUBLIC CHARITYTHE ARTS$5,000
LADIES EMPOWERMENT AND ACTION PROGRAM
3141 SW 8TH STREET STE AMIAMIFL33135PC PUBLIC CHARITYEDUCATION$1,500
LAKEVILLE JOURNAL FOUNDATION
PO BOX 1688LAKEVILLECT06039PC PUBLIC CHARITYEDUCATION$2,000
LAWRENCEVILLE SCHOOL
2500 MAIN STREETLAWRENCEVILLENJ08648PC PUBLIC CHARITYEDUCATION$15,000
LAWYERS FOR GOOD GOVERNMENT FOUNDATION
6218 GEORGIA AVENUE NW STE 5001WASHINGTONDC20011PC PUBLIC CHARITYCHARITABLE$2,000
LEARNING ALLY
20 ROSZEL RDPRINCETONNJ08540PC PUBLIC CHARITYMEDICAL$5,000
LEGAL AID SOCIETY
199 WATER STREETNEW YORKNY10038PC PUBLIC CHARITYCHARITABLE$6,500
LENOX HILL NEIGHBORHOOD HOUSE
331 EAST 70TH STREETNEW YORKNY10021PC PUBLIC CHARITYCHARITABLE$10,000
LITTLE SISTERS OF THE ASSUMPTION FAMILY HEALTH SERVICES
333 EAST 115 STREETNEW YORKNY10029PC PUBLIC CHARITYMEDICAL$2,000
LONGHOUSE RESERVE
133 HANDS CREEK ROADEAST HAMPTONNY11937PC PUBLIC CHARITYTHE ARTS$5,000
LOWE ART MUSEUM UNIVERSITY OF MIAMI
1301 STANFORD DRIVECORAL GABLESFL33146PC PUBLIC CHARITYTHE ARTS$10,000
LOWER EAST SIDE TENEMENT MUSEUM
103 ORCHARD STREETNEW YORKNY10002PC PUBLIC CHARITYEDUCATION$6,000
LOWER MANHATTAN CULTURAL CENTER
125 MAIDEN LANE 2ND FLOORNEW YORKNY10038PC PUBLIC CHARITYTHE ARTS$5,000
LUNCH BREAK INC
121 DRS JAMES PARKER BLVDRED BANKNJ07701PC PUBLIC CHARITYCHARITABLE$5,000
MANHATTAN SCHOOL OF MUSIC
130 CLAREMONT AVENEW YORKNY10027PC PUBLIC CHARITYEDUCATION$1,500
MEALS ON WHEELS OF SARASOTA
421 N LIME AVESARASOTAFL34237PC PUBLIC CHARITYCHARITABLE$5,000
MEMORIAL SLOAN KETTERING CANCER CENTER
1275 YORK AVENEW YORKNY10065PC PUBLIC CHARITYMEDICAL$10,000
METROPOLITAN CENTER FOR MENTAL HEALTH INC
160 WEST 86TH STREETNEW YORKNY10024PC PUBLIC CHARITYMEDICAL$2,000
METROPOLITAN MUSEUM OF ART
1000 FIFTH AVENUENEW YORKNY10029PC PUBLIC CHARITYTHE ARTS$10,000
METROWEST WOMEN'S FUND
PO BOX 192WESTONMA02493PC PUBLIC CHARITYCHARITABLE$7,500
MIAMI BOARDING SCHOOL
1901 NW 127TH STRMIAMIFL33167PC PUBLIC CHARITYEDUCATION$2,000
MIAMI CITY BALLET INC
2200 LIBERTY AVENUEMIAMIFL33139PC PUBLIC CHARITYTHE ARTS$7,500
MIAMI FOUNDATION
1100 BRICKELL BAY DRIVEAPT 44BMIAMIFL33131PC PUBLIC CHARITYCHARITABLE$1,500
MIAMI NEW DRAMA INC
1040 LINCOLN ROADMIAMI BEACHFL33139PC PUBLIC CHARITYTHE ARTS$2,500
MIAMI-DADE COLLEGE - MIAMI BOOK FAIR
300 NE SECOND AVE 7TH FLMIAMIFL33132PC PUBLIC CHARITYEDUCATION$6,000
MIRACLE FLIGHTS
5740 S EASTERN AVENUE STE 240LAS VEGASNV89119PC PUBLIC CHARITYMEDICAL$4,000
MORGAN LIBRARY AND MUSEUM
225 MADISON AVENEW YORKNY10016PC PUBLIC CHARITYEDUCATION$2,500
MOTE MARINE LABORATORY
1600 KEN THOMPSON PARKWAYSARASOTAFL34236PC PUBLIC CHARITYEDUCATION$10,000
MOTHER SETON ACADEMY INC
2215 GREENMOUNT AVENUEBALTIMOREMD21218PC PUBLIC CHARITYEDUCATION$1,000
MULTICULTURAL HEALTH INSTITUTE
1781 DR MARTIN LUTHER KING WAYSARASOTAFL34234PC PUBLIC CHARITYMEDICAL$10,000
MUNICIPAL ART SOCIETY OF NEW YORK
488 MADISON AVE - SUITE 1900NEW YORKNY10022PC PUBLIC CHARITYCHARITABLE$1,500
MUSEUM OF CONTEMPORARY ART NORTH MIAMI
770 NE 125TH STREETNORTH MIAMIFL33161PC PUBLIC CHARITYTHE ARTS$4,000
MUSEUM OF MODERN ART
11 WEST 53RD STREETNEW YORKNY10019PC PUBLIC CHARITYTHE ARTS$15,000
MUSEUM OF THE CITY OF NY
1220 FIFTH AVENUENEW YORKNY10029PC PUBLIC CHARITYTHE ARTS$10,000
NATIONAL BLACK THEATRE WORKSHOP
213 WEST 137TH STRNEW YORKNY10030PC PUBLIC CHARITYTHE ARTS$1,500
NATIONAL BLACK WOMEN'S HEALTH PROJECT
384 NORTHYARDS BLVD NW BLDG 100ATLANTAGA30313PC PUBLIC CHARITYMEDICAL$1,500STE190
NATIONAL FOUNDATION FOR ADVANCEMENT IN THE ARTS INC
2100 BISCAYNE BOULEVARDMIAMIFL33137PC PUBLIC CHARITYTHE ARTS$2,500
NATIONAL PRESS CLUB JOURNALISM INSTITUTE
529 14TH STR NW 13HT FLWASHINGTONDC20045PC PUBLIC CHARITYCHARITABLE$2,000
NATIONAL PUBLIC RADIO INC
NPR 1111 NORTH CAPITOL STREET NEWASHINGTONDC20002PC PUBLIC CHARITYEDUCATION$5,000
NATIONAL URBAN LEAGUE
80 PINE STREETNEW YORKNY10005PC PUBLIC CHARITYCHARITABLE$2,000
NATURAL RESOURCES DEFENSE COUNCIL
40 W 20TH STR 11TH FLNEW YORKNY10011PC PUBLIC CHARITYCHARITABLE$5,000
NEW MUSEUM OF CONTEMPORARY ART
235 BOWERYNEW YORKNY10002PC PUBLIC CHARITYTHE ARTS$2,000
NEW WORLD SYMPHONY
500 17TH STREETMIAMI BEACHFL33139PC PUBLIC CHARITYTHE ARTS$10,000
NEW YORK BOTANICAL GARDEN
2900 SOUTHERN BLVDBRONXNY10458PC PUBLIC CHARITYTHE ARTS$10,000
NEW YORK CITY BALLET
20 LINCOLN CENTERNEW YORKNY10023PC PUBLIC CHARITYTHE ARTS$6,000
NEW YORK CITY CENTER
130 WEST 56TH STREETNEW YORKNY10019PC PUBLIC CHARITYTHE ARTS$5,000
NEW YORK COMMON PANTRY
8 EAST 109TH STREETNEW YORKNY10029PC PUBLIC CHARITYCHARITABLE$10,000
NEW YORK FOUNDATION FOR THE ARTS
29 W 38TH STR 9TH FLNEW YORKNY10018PC PUBLIC CHARITYTHE ARTS$6,500
NEW YORK FOUNDLING
590 AVENUE OF THE AMERICASNEW YORKNY10011PC PUBLIC CHARITYMEDICAL$4,000
NEW YORK LAWYERS FOR THE PUBLIC INTEREST
151 WEST 30TH STR 11TH FLNEW YORKNY10001PC PUBLIC CHARITYCHARITABLE$2,500
NEW YORK PUBLIC LIBRARY
270 MADISON AVENUE 12TH FLOORNEW YORKNY10016PC PUBLIC CHARITYEDUCATION$5,000
NEW YORK STUDIO SCHOOL
8 WEST 8TH STREETNEW YORKNY10011PC PUBLIC CHARITYEDUCATION$3,000
NEW YORK TEXTILE MONTH
121 WEST 36TH STR 408NEW YORKNY10018PC PUBLIC CHARITYCHARITABLE$1,500
NEW YORKERS FOR PARKS
55 BROAD STREET 11TH FLNEW YORKNY10004PC PUBLIC CHARITYCHARITABLE$7,500
NORTHSIDE CENTER FOR CHILD DEVELOPMENT
1475 PARK AVENUENEW YORKNY10029PC PUBLIC CHARITYMEDICAL$5,000
NU DECO ENSEMBLE
2100 BISCAYNE BLVDMIAMIFL33137PC PUBLIC CHARITYTHE ARTS$10,000
NXTHVN
169 HENRY STREETNEW HAVENCT06511PC PUBLIC CHARITYTHE ARTS$2,000
PALEY CENTER FOR MEDIA
25 WEST 52ND STREETNEW YORKNY10019PC PUBLIC CHARITYEDUCATION$5,000
PELICAN HARBOR SEABIRD STATION
1279 NE 79TH STREET CAUSEWAYMIAMIFL33138PC PUBLIC CHARITYEDUCATION$3,000
PERFORMANCE SPACE NEW YORK
150 1ST AVENUENEW YORKNY10009PC PUBLIC CHARITYTHE ARTS$1,500
PINES OF SARASOTA FOUNDATION
1501 N ORANGE AVESARASOTAFL34236PC PUBLIC CHARITYCHARITABLE$3,000
PLANNED PARENTHOOD - SOUTHWEST AND CENTRAL FLORIDA
736 CENTRAL AVENUESARASOTAFL34236PC PUBLIC CHARITYMEDICAL$8,000
PLANNED PARENTHOOD OF GREATER NEW YORK
26 BLEECKER STREETNEW YORKNY10012PC PUBLIC CHARITYMEDICAL$10,000
POETS & WRITERS INC
90 BROAD STREET SUITE 2100NEW YORKNY10004PC PUBLIC CHARITYTHE ARTS$6,000
POLICE ATHLETIC LEAGUE
34 1/2 EAST 12TH STRNEW YORKNY10003PC PUBLIC CHARITYCHARITABLE$2,000
POLLYANNA INC
19 EAST 80TH STREET 8TH FLOORNEW YORKNY10075PC PUBLIC CHARITYCHARITABLE$2,500
POURED OUT INC
PO BOX 127WILLISMI48191PC PUBLIC CHARITYCHARITABLE$1,500
PRISON COMMUNITIES INTERNATIONAL
735 ANDERSON HILL ROADPURCHASENY10577PC PUBLIC CHARITYCHARITABLE$1,500
PROJECT 180 SARASOTA
PO BOX 25684SARASOTAFL34277PC PUBLIC CHARITYCHARITABLE$5,000
PROJECTS FOR HAITI
2691 NW 99TH AVECORAL SPRINGSFL33065PC PUBLIC CHARITYEDUCATION$1,500
PROSPECTS OPPORTUNITY AND ENRICHMENT
25 PROSPECT STREETRIDGEFIELDCT06877PC PUBLIC CHARITYCHARITABLE$1,500
PROTECT OUR WINTERS
4676 BROADWAY STREETBOULDERCO80304PC PUBLIC CHARITYCHARITABLE$5,000
PROTOCINEMA
31 MADISON STREET 2BNEW YORKNY10038PC PUBLIC CHARITYTHE ARTS$2,000
PS 1 CONTEMPORARY ART CENTER - MOMA PS1
22-25 JACKSON AVELONG ISLAND CITYNY11101PC PUBLIC CHARITYTHE ARTS$2,500
PUBLIC ART FUND
1 EAST 53RD STREETNEW YORKNY10022PC PUBLIC CHARITYTHE ARTS$10,000
PUBLIC THEATER
425 LAFAYETTE STREETNEW YORKNY10003PC PUBLIC CHARITYTHE ARTS$6,000
RAINFOREST ACTION NETWORK
425 BUSH STREET STE 300SAN FRANCISCOCA94108PC PUBLIC CHARITYCHARITABLE$2,500
RANDALL'S ISLAND PARK ALLIANCE
10 CENTRAL ROADNEW YORKNY10035PC PUBLIC CHARITYCHARITABLE$2,000
RAZOM INC
140 2ND AVENUESUITE 305NEW YORKNY10003PC PUBLIC CHARITYCHARITABLE$10,000
REACH AND TEACH MINISTRIES
455 MASTEN STREET NWPALM BAYFL32907PC PUBLIC CHARITYCHARITABLE$12,500
REEF RELIEF
631 GREENE STREETKEY WESTFL33040PC PUBLIC CHARITYCHARITABLE$5,000
REPORTERS WITHOUT BORDERS
PO BOX 34032WASHINGTONDC20043PC PUBLIC CHARITYCHARITABLE$1,500
RESIDENCY UNLIMITED INC
360 COURT STREETSUITE 4BROOKLYNNY11231PC PUBLIC CHARITYCHARITABLE$1,500
REUNION SPORTIVE D'HAITI
903 KENNEBEC AVENUETAKOMA PARKMD20912PC PUBLIC CHARITYCHARITABLE$1,500
RILEY SANDLER MEMORIAL FOUNDATION
30 THIRD AVE ROOM 203BROOKLYNNY11217PC PUBLIC CHARITYCHARITABLE$1,500
RINGLING COLLEGE OF ART AND DESIGN
2700 NORTH TAMIAMI TRAILSARASOTAFL34234PC PUBLIC CHARITYEDUCATION$7,500
ROCKY MOUNTAIN SEED ALLIANCE
PO BOX 4996SCOTTSDALEAZ85261PC PUBLIC CHARITYCHARITABLE$1,500
RONALD MCDONALD HOUSE NEW YORK
405 EAST 73RD STREETNEW YORKNY10021PC PUBLIC CHARITYMEDICAL$1,500
ROSKAMP INSTITUTE
2040 WHITFIELD AVENUESARASOTAFL34243PC PUBLIC CHARITYMEDICAL$1,500
SABLE ARTS PROJECTS
588 NORTH TAGGART HILL ROADSTOCKBRIDGEVT05772PC PUBLIC CHARITYTHE ARTS$1,500
SAFE HARBORS OF THE HUDSON
111 BROADWAYNEWBURGHNY12550PC PUBLIC CHARITYTHE ARTS$1,500
SAFE PLACE AND RAPE CRISIS CENTER
2139 MAIN STREETSARASOTAFL34237PC PUBLIC CHARITYCHARITABLE$2,500
SALVATION ARMY MIAMI AREA COMMAND
1907 NW 38TH STREETMIAMIFL33142PC PUBLIC CHARITYCHARITABLE$1,500
SALVATION ARMY OF GREATER NEW YORK
120 WEST 14TH STREETNEW YORKNY10011PC PUBLIC CHARITYCHARITABLE$2,000
SARASOTA BRADENTON KAPPA ALPHA PSI
PO BOX 573TALLAVASTFL34270PC PUBLIC CHARITYCHARITABLE$5,000
SARASOTA PERFORMING ARTS CENTER FOUNDATION
777 NORTH TAMIAMI TRAILSARASOTAFL34236PC PUBLIC CHARITYTHE ARTS$2,500
SARASOTA SUNCOAST COMMUNITY CHURCH
8000 HAWKINS ROADSARASOTAFL34241PC PUBLIC CHARITYCHARITABLE$5,000
SCHOOL OF AMERICAN BALLET INC
70 LINCOLN CENTER PLAZA 5TH FLOORNEW YORKNY10023PC PUBLIC CHARITYEDUCATION$6,000
SECOND HEART HOMES INC
1612 82ND STREET NWSARASOTAFL34209PC PUBLIC CHARITYCHARITABLE$5,000
SISTER CITIES ESSEX HAITI INC
PO BOX 26ESSEXCT06426PC PUBLIC CHARITYEDUCATION$15,000
SOCRATES SCULPTURE PARK
PO BOX 6259 32-01 VERNON BOULEVARDLONG ISLAND CITYNY11106PC PUBLIC CHARITYTHE ARTS$4,000
SOS CHILDREN'S
1620 I STREET NW 220WASHINGTONDC20006PC PUBLIC CHARITYCHARITABLE$1,500
SOUTH STREET SEAPORT MUSEUM
12 FULTON STNEW YORKNY10038PC PUBLIC CHARITYCHARITABLE$1,500
SOUTHAMPTON FRESH AIR HOME
36 BARKERS ISLAND RDSOUTHAMPTONNY11968PC PUBLIC CHARITYCHARITABLE$4,000
SOUTHERN POVERTY LAW CENTER
400 WASHINGTON AVEMONTGOMERYAL36104PC PUBLIC CHARITYCHARITABLE$10,000
SPANISH THEATRE REPERTORY COMPANY
138 EAST 27TH STREETNEW YORKNY10016PC PUBLIC CHARITYTHE ARTS$2,500
SPENCE-CHAPIN SERVICES TO FAMILIES
120 EAST 16TH STREET 11 FLNEW YORKNY10003PC PUBLIC CHARITYCHARITABLE$5,000
ST GEORGE'S SCHOOL
372 PURGATORY ROADMIDDLETOWNRI02842PC PUBLIC CHARITYEDUCATION$12,500
STOREFRONT FOR ART AND ARCHITECTURE
97 KENMARE STREETNEW YORKNY10012PC PUBLIC CHARITYTHE ARTS$1,500
STORYVILLE CENTER FOR THE SPOKEN WORD
75 BROAD ST 26TH FLNEW YORKNY10004PC PUBLIC CHARITYEDUCATION$2,000
STUDIO MUSEUM IN HARLEM
144 WEST 125TH STREETNEW YORKNY10027PC PUBLIC CHARITYTHE ARTS$15,000
SWISS INSTITUTE
117 SECOND AVE FLOOR 2NEW YORKNY10003PC PUBLIC CHARITYCHARITABLE$1,500
TAKE ACTION GLOBAL
430 DRUID ROAD WESTCLEARWATERFL33756PC PUBLIC CHARITYCHARITABLE$1,500
TECHNICAL ASSISTANCE PARTNERSHIP OF ARIZONA
2020 N CENTRAL AVE STE 720PHOENIXAZ85004PC PUBLIC CHARITYEDUCATION$1,500
THREE VIRTUES ORGANIZATION
283 SOUTH KROME AVEHOMESTEADFL33030PC PUBLIC CHARITYCHARITABLE$2,000
TRUST FOR GOVERNORS ISLAND
10 SOUTH STREET - SLIP 7NEW YORKNY10004PC PUBLIC CHARITYCHARITABLE$7,500
UKRAINIAN MUSEUM
222 EAST 6TH STREETNEW YORKNY10003PC PUBLIC CHARITYTHE ARTS$2,500
UNION OF CONCERNED SCIENTISTS
TWO BRATTLE SQUARECAMBRIDGEMA02138PC PUBLIC CHARITYCHARITABLE$10,000
UNIVERSAL SHAIVA FELLOWSHIP
9709 SE TOWER DRIVEBORINGOR97089PC PUBLIC CHARITYEDUCATION$15,000
UPSTATE FILMS
PO BOX 324RHINEBECKNY12572PC PUBLIC CHARITYTHE ARTS$2,000
VANGUARD SCHOOL
22000 US HIGHWAY 27LAKE WELLSFL33859PC PUBLIC CHARITYEDUCATION$17,500
VISUAL AIDS FOR THE ARTS
526 WEST 26TH STREET 309NEW YORKNY10001PC PUBLIC CHARITYMEDICAL$2,500
VIZCAYA MUSEUM AND GARDENS TRUST INC
3251 SOUTH MIAMI AVENUEMIAMIFL33129PC PUBLIC CHARITYTHE ARTS$8,500
VOLUNTEER LAWYERS FOR THE ARTS
729 7TH AVENUESUITE 1401NEW YORKNY10019PC PUBLIC CHARITYCHARITABLE$2,500
WADSWORTH ATHENEUM
600 MAIN STREETHARFORDCT06103PC PUBLIC CHARITYTHE ARTS$1,500
WASSAIC PROJECT
37 FURNACE BANK ROADWASSAICNY12592PC PUBLIC CHARITYTHE ARTS$20,000
WHITNEY MUSEUM OF AMERICAN ART
99 GANSEVOORT STREETNEW YORKNY100141404PC PUBLIC CHARITYTHE ARTS$10,000
WILDLIFE CONSERVANCY
2300 SOUTHERN BOULEVARDBRONXNY10460PC PUBLIC CHARITYEDUCATION$5,000
WOLFSONIAN
1001 WASHINGTON AVEMIAMI BEACHFL33139PC PUBLIC CHARITYTHE ARTS$10,000
WOMEN'S HOUSING AND ECONOMIC DEVELOPMENT
50 EAST 168TH STREETBRONXNY10452PC PUBLIC CHARITYCHARITABLE$2,000
WOMEN'S STUDIO WORKSHOP
722 BINNEWATER LANEKINGSTONNY12401PC PUBLIC CHARITYTHE ARTS$20,000
WOOSTER GROUP
PO BOX 2075 CANAL STREET STATIONNEW YORKNY10013PC PUBLIC CHARITYTHE ARTS$2,000
WORLD CENTRAL KITCHEN
200 MASSACHUSETTS AVE NW7TH FLOORWASHINGTONDC20001PC PUBLIC CHARITYCHARITABLE$20,000
YOUNG MUSICIANS UNITE
1260 NW 29TH ST 103MIAMIFL33142PC PUBLIC CHARITYEDUCATION$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,384,800TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,044ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$680,132ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion41ExclusionCd
Exclusion$9,792ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$465,488ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,160,456ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,160,456TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTANTSCategoryTxt
Amt$26,250Amt
Net Investment Income$13,125NetInvestmentIncomeAmt
Disbursements Charitable Prps$13,125DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCHARLES SCHWAB 6524 - CORPORATE BONDSBondNm
EOY Book Value$375,593EOYBookValueAmt
EOYFMV$388,327EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CHARLES SCHWAB 6524 - CORPORATE STOCKS$3,250,091$8,053,189
CHARLES SCHWAB 6524 - ETFS$208,509$224,194
CHARLES SCHWAB 6524 - MONEY MARKET FUNDS$1,063$1,063
SNOWDEN TFT-305313 - CORPORATE STOCKS & ETFS$3,710,850$11,240,445
SNOWDEN TFT-305313 - ETFS & MUTUAL FDS - FIXED$3,472,352$3,315,070
SNOWDEN TFT-305313 - MUTUAL FDS - BALANCED$195,592$194,380

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$1,732,914USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$1,713,441USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPPADesc
Amt$26,509Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
POSTAGE$591$0$591
OFFICE SUPPLIES$104$0$104
OFFICE SOFTWARE$3,429$0$3,429
BANK FEE - CHECKING COST QB$409$0$409
CONSULTANT FEES - BOOKKEEPING$30,000$0$30,000
CONSULTANT FEES - NETWORK ADMINISTRATOR$6,000$0$6,000
ADR FEE - SCHWAB$282$282$0
FILING FEE - CHAR 500$2,250$0$2,250
LAW JOURNAL AD$170$0$170
OFFICE EXPENSE$21$0$21

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
ENERGY TRANSFER$7,421$7,461$7,421
ET EXCESS OF BASIS$2,371$2,334$2,371

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADVISOR FEES - WHALEN TOWER SCHWAB$147,694$147,694$0
ADVISORY FEES - KERR SNOWDEN PERSHING$41,912$41,912$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAXES$34,513$0$0
FOREIGN TAXES$7,286$7,286$0