E CRAIG COATS JR AND CHRISTINES COATS FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- E CRAIG COATS JR AND CHRISTINES COATS FOUNDATION INC (EIN 13-3047572)
- Tax period
- 2010-10-01 to 2011-09-30
- Filed
- 2012-08-10
- IRS object ID
- 201202249349100000
- Schema version
- 2010v3.2
- 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
- Distribution From Corpus Election
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-10T22:24:22-07:00 | Timestamp |
| Tax Period End Date | 2011-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RONALD P CARROCCIO CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2381 HYLAN BLVD SUITE 15F | AddressLine1 |
| City | STATEN ISLAND | City |
| State | NY | State |
| ZIP Code | 10306 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133047572 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COATS FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | COAT | NameControl |
| Phone | 2128878980 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 622 NORTH FLAGGLER DRIVE | AddressLine1 |
| City | WEST PALM BEACH | City |
| State | FL | State |
| ZIP Code | 33401 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | E CRAIG COATS JR | Name |
| Title | PRESIDENT | Title |
| Phone | 2128878980 | Phone |
| Date Signed | 2012-05-15 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RONALD P CARROCCIO | Name |
| Phone | 7187690600 | Phone |
| Date Prepared | 2012-08-11 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 163803 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 5000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 44 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 44 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 12880 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 12880 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -6443 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 354232 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 11481 | TotalRevenueAndExpenses |
| Total Net Investment Income | 12924 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 5000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 5000 | AccountingFeesNetInvstIncm |
| Taxes Rev And Expnss | 712 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 712 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 150 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 150 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 5862 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 5862 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 58100 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 58100 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 63962 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 5862 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 58100 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -52481 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 7062 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 7993 | CashBOY |
| Cash EOY | 1194 | CashEOY |
| Cash EOYFMV | 1194 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 29053 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 8697 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 8697 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 329719 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 304392 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 153912 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 366765 | TotalAssetsBOY |
| Total Assets EOY | 314283 | TotalAssetsEOY |
| Total Assets EOYFMV | 163803 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Paid In Or Capital Surplus BOY | 457707 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 457707 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | -90942 | RetainedEarningsBOY |
| Retained Earnings EOY | -143424 | RetainedEarningsEOY |
| Total Net Assets BOY | 366765 | TotalNetAssetsBOY |
| Total Net Assets EOY | 314283 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 366765 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 314283 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 366765 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -52481 | ExcessOfRevenueOverExpenses |
| Subtotal | 314284 | Subtotal |
| Other Decreases | 1 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 314283 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (19 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | DepreciationDepreciation | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | FMV As Of123169FMVAsOf123169 | Adjusted Basis As Of123169AdjustedBasisAsOf123169 | Excess Of FMV Over Adjusted BasisExcessOfFMVOverAdjustedBasis | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 50 Calls WFC | P | 2010-10-25 | 2010-10-06 | 4259 | 0 | 2419 | 1840 | 0 | 0 | 0 | 1840 |
| 50 Calls WFC | P | 2010-10-04 | 2010-10-01 | 1658 | 0 | 249 | 1409 | 0 | 0 | 0 | 1409 |
| 50 Calls JEF | P | 2010-10-25 | 2010-10-06 | 1376 | 0 | 2154 | -778 | 0 | 0 | 0 | -778 |
| 50 Calls JEF | P | 2010-10-04 | 2010-10-01 | 2316 | 0 | 299 | 2017 | 0 | 0 | 0 | 2017 |
| 2000 Atp Oil & Gas | P | 2010-05-13 | 2010-10-18 | 29771 | 0 | 32660 | -2889 | 0 | 0 | 0 | -2889 |
| 400 Jeffries Gr | P | 2010-04-23 | 2010-10-25 | 9472 | 0 | 10292 | -820 | 0 | 0 | 0 | -820 |
| 400 Jeffries Gr | P | 2010-04-23 | 2010-10-25 | 9476 | 0 | 10292 | -816 | 0 | 0 | 0 | -816 |
| 400 Jeffries Gr | P | 2010-04-23 | 2010-10-25 | 9484 | 0 | 10292 | -808 | 0 | 0 | 0 | -808 |
| 1300 Jeffries Gr | P | 2010-04-23 | 2010-10-25 | 30705 | 0 | 33449 | -2744 | 0 | 0 | 0 | -2744 |
| 300 Jeffries Gr | P | 2010-04-23 | 2010-10-25 | 7089 | 0 | 7719 | -630 | 0 | 0 | 0 | -630 |
| 700 Jeffries Gr | P | 2010-04-23 | 2010-10-25 | 16548 | 0 | 18011 | -1463 | 0 | 0 | 0 | -1463 |
| 700 Jeffries Gr | P | 2010-04-23 | 2010-10-25 | 16555 | 0 | 18011 | -1456 | 0 | 0 | 0 | -1456 |
| 400 Jeffries Gr | P | 2010-04-23 | 2010-10-25 | 9464 | 0 | 10292 | -828 | 0 | 0 | 0 | -828 |
| 400 Jeffries Gr | P | 2010-04-23 | 2010-10-25 | 9468 | 0 | 10292 | -824 | 0 | 0 | 0 | -824 |
| 5000 Wells Fargo | P | 2010-08-19 | 2010-10-25 | 129105 | 0 | 126691 | 2414 | 0 | 0 | 0 | 2414 |
| 5000 Peoples United | P | 2010-12-09 | 2010-12-13 | 67210 | 0 | 67400 | -190 | 0 | 0 | 0 | -190 |
| 1 Call AB | P | 2011-03-15 | 2011-03-07 | 25 | 0 | 7 | 18 | 0 | 0 | 0 | 18 |
| 1 Call AB | P | 2011-03-17 | 2011-03-07 | 25 | 0 | 7 | 18 | 0 | 0 | 0 | 18 |
| 9 Call AB | P | 2011-03-18 | 2011-03-07 | 226 | 0 | 139 | 87 | 0 | 0 | 0 | 87 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -6443 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 51125 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 310285 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.164768 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 105445 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 289197 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.364613 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 120705 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 270888 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.445590 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 111921 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 274761 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.407339 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 6150 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 231642 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.026550 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.408860 | TotalDistributionRatio |
| Average Distribution Ratio | 0.281772 | AverageDistributionRatio |
| Net Noncharitable Assets | 158623 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 44696 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 71 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 44767 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 58100 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 71 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 71 | Subtotal |
| Tax Based On Investment Income | 71 | TaxBasedOnInvestmentIncome |
| Tax Paid With Extension | 750 | TaxPaidWithExtension |
| Total Credits And Payments | 750 | TotalCreditsAndPayments |
| Original Return Overpayment | -750 | OriginalReturnOverpayment |
| Overpayment | 679 | Overpayment |
| Amount Credited To Next Year | 679 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RONALD P CARROCCIO CPA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 7187690600 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2381 HYLAN BLVD | AddressLine1 |
| City | SI | City |
| State | NY | State |
| ZIP Code | 10306 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| E CRAIG COATS JR | ||||||||
| 622 NORTH FLAGGLER DR | WEST PALM BEACH | FL | 33401 | President | 25.00 | 0 | 0 | 0 |
| CHRISTINE COATS | ||||||||
| GREENWICH CT | GREENWICH | CT | 06830 | Sect/Dir | 2.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 137571 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 23468 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 161039 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 161039 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 2416 | CashDeemedCharitable |
| Net Noncharitable Assets | 158623 | NetNoncharitableAssets |
| Minimum Investment Return | 7931 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 7931 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 71 | TaxBasedOnInvestmentIncome |
| Total Tax | 71 | TotalTax |
| Distributable Amount Before Adj | 7860 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 7860 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 7860 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 58100 | ExpensesAndContributions |
| Qualifying Distributions | 58100 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 71 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 58029 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 7860 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 6150 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 112150 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 120900 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year1 | 36808 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 276008 | TotalExcessDistriCarryover |
| Qualifying Distributions | 58100 | QualifyingDistributions |
| Treated As Distri From Corpus | 58100 | TreatedAsDistriFromCorpus |
| Total Corpus | 334108 | TotalCorpus |
| Undistributed Income CY | 7860 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 6150 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 327958 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 112150 | ExcessFromYear4 |
| Excess From Year3 | 120900 | ExcessFromYear3 |
| Excess From Year1 | 36808 | ExcessFromYear1 |
| Excess From Current Year | 58100 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | E CRAIG COATS JR | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (12 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| SOVEREIGN ORDER OF MALTA | ||||||
| 11011 1ST AVENUE | NEW YORK | NY | 10022 | None | in carrying outTo aid donee Org.their exempt | $1,500 |
| BOSTON COLLEGE | ||||||
| 140 COMMONWEALTH AVE | CHESTNUT HILL | MA | 02467 | None | function. | $50,000 |
| IHA | ||||||
| 24 FRANK LLOYD WRIGHT | ANN ARBOR | MI | 48106 | None | Same | $250 |
| OPPORTUNITY INC | ||||||
| 305 LOVEJOY RD | FT LAWTON BEACH | FL | 32548 | None | Same | $1,000 |
| AMERICAN CANCER SOCIETY | ||||||
| PO BOX 22718 | OAK CITY | OK | 72123 | None | Same | $250 |
| REHABILITATION CENTER | ||||||
| WHITE PLAINS | NEW YORK | NY | 10605 | None | Same | $1,000 |
| STROKES & STREAMS | ||||||
| UNIV OF TENN | KNOXVILLE | TN | 37916 | None | Same | $750 |
| BOYS & GIRLS CLUB OF AMER | ||||||
| 5 HANOVER SQ | NEW YORK | NY | 10004 | None | Same | $600 |
| GIO'S GARDEN | ||||||
| PO BOX 620505 | MIDDLETON | WI | 53562 | None | Same | $500 |
| BACHMANN-STRAUSS CONS | ||||||
| 551 FIFTH AVENUE | NEW YORK | NY | 10176 | None | Same | $1,500 |
| FRIENDS OF CARITAS CORP | ||||||
| NEW YORK | NEW YORK | NY | 10016 | None | Same | $500 |
| LOURDES NOREEN NURSING | ||||||
| 315 S FLAGGLER DR | WEST PALM BEACH | FL | 33401 | None | Same | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 58100 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | -6443 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | -6443 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -6443 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | E CRAIG COATS JR | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 622 NORTH FLAGGLER DRIVE | AddressLine1 |
| City | WEST PALM BEACH | City |
| State | FL | State |
| ZIP Code | 33401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 5000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE FOUNDATION HEREBY ELECTS UNDER IRS REGULATIONS SECTION 4942 (A)-3(D)(2) TO TREAT THE QUALIFYING DISTRIBUTIONS MADE DURING THE YEAR ENDED 9/30/11 AS HAVING BEEN MADE OUT OF CORPUS. | Election |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Stock Sales (See Page 3 Part IV) | Name |
| How Acquired | Purchased | HowAcquired |
| Gross Sales Price | 354232 | GrossSalesPrice |
| Basis | 360675 | Basis |
| Total Net | -6443 | TotalNet |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (4 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 10000 Alliance Bernstein Hldg | 237225 | 136500 |
| 1500 Peoples United | 21184 | 17100 |
| 1000 WAMU | 23155 | 73 |
| 3280 WAMU | 22828 | 239 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Rounding | Description |
| Amount | $1 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Activity Fees | Description |
| Revenue And Expenses Per Books | 150 | RevenueAndExpensesPerBooks |
| Net Investment Income | 150 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal Tax | Category |
| Amount | $712 | Amount |
| Net Investment Income | 712 | NetInvestmentIncome |