THE JAMES AND ROBIN COOGAN FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE JAMES AND ROBIN COOGAN FOUNDATION (EIN 13-4090179)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-03
- IRS object ID
- 201211259349100516
- Schema version
- 2011v1.2
- 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
- Applied To Prior Year Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-03T08:51:34-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 132550103 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | D'ARCANGELO & CO LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 WESTCHESTER AVE SUITE N-400 | AddressLine1 |
| City | RYE BROOK | City |
| State | NY | State |
| ZIP Code | 105731301 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134090179 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JAMES M COOGAN FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JAME | NameControl |
| Phone | 9149611300 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 PONDFIELD RD | AddressLine1 |
| City | BRONXVILLE | City |
| State | NY | State |
| ZIP Code | 10708 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES COOGAN | Name |
| Title | PRESIDENT | Title |
| Phone | 9149611300 | Phone |
| Date Signed | 2012-04-30 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANTHONY PENNELLA | Name |
| PTIN | P00834560 | PTIN |
| Phone | 9146944600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 1627143 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 20911 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 20911 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 15106 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 15106 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 6658 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 364852 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 6658 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 42675 | TotalRevenueAndExpenses |
| Total Net Investment Income | 42675 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 30814 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 17626 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 30814 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 17626 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 67075 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 67075 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 97889 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 17626 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 67075 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -55214 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 25049 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 15758 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 34742 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 34742 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1663156 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1155330 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1155330 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 0 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 327306 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 327306 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 0 | InvestmentsOtherBOY |
| Investments Other EOY | 109765 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 109765 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1678914 | TotalAssetsBOY |
| Total Assets EOY | 1627143 | TotalAssetsEOY |
| Total Assets EOYFMV | 1627143 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 1678914 | RetainedEarningsBOY |
| Retained Earnings EOY | 1627143 | RetainedEarningsEOY |
| Total Net Assets BOY | 1678914 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1627143 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1678914 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1627143 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1678914 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -55214 | ExcessOfRevenueOverExpenses |
| Other Increases | 3443 | OtherIncreases |
| Subtotal | 1627143 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1627143 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES-PERSHING LLC | P | 2011-06-30 | 2011-12-31 | 52756 | 52217 | 539 | 539 |
| PUBLICLY TRADED SECURITIES-PERSHING LLC | P | 2010-06-30 | 2011-12-31 | 305280 | 305977 | -697 | -697 |
| CAPITAL GAINS DIVIDENDS | P | 6816 | 6816 | 6816 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 6658 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 76190 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1563148 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.048741 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 77287 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1524910 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.050683 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 99905 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1776826 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.056227 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 86216 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1852266 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.046546 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 40125 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1384528 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.028981 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.231178 | TotalDistributionRatio |
| Average Distribution Ratio | 0.046236 | AverageDistributionRatio |
| Net Noncharitable Assets | 1566917 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 72448 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 250 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 72698 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 67075 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 501 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 501 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 501 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 582 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 582 | TotalCreditsAndPayments |
| Overpayment | 81 | Overpayment |
| Amount Credited To Next Year | 81 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | JAMES COOGAN | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9149611300 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 PONDFIELD RD | AddressLine1 |
| City | BRONXVILLE | City |
| State | NY | State |
| ZIP Code | 10708 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES M COOGAN | ||||||||
| 34 STONYGATE OVAL | NEW ROCHELLE | NY | 10804 | PRESIDENT | 3.00 | 0 | 0 | 0 |
| ROBIN COOGAN | ||||||||
| 34 STONYGATE OVAL | NEW ROCHELLE | NY | 10804 | SECRETARY/TREASURER | 1.00 | 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 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DIRECT CASH GRANTS TO APPROXIMATELY 50 NEEDY CHARITABLE, RELIGIOUS, AND EDUCATIONAL ORGANIZATIONS. | Description1 |
| Expenses1 | 67075 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1542431 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 48348 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1590779 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1590779 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 23862 | CashDeemedCharitable |
| Net Noncharitable Assets | 1566917 | NetNoncharitableAssets |
| Minimum Investment Return | 78346 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 78346 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 501 | TaxBasedOnInvestmentIncome |
| Total Tax | 501 | TotalTax |
| Distributable Amount Before Adj | 77845 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 77845 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 77845 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 67075 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 67075 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 67075 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 77845 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 62603 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 67075 | QualifyingDistributions |
| Applied To Year1 | 62603 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 4472 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 73373 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | JAMES M COOGAN | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 PONDFIELD RD | AddressLine1 |
| City | BRONXVILLE | City |
| State | NY | State |
| ZIP Code | 10708 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 9149611300 | RecipientPhoneNumber |
| Form And Info And Materials | BY LETTER SUPPORTED BY BUDGET FOR EXPENDITURE OF REQUESTED GRANT. | FormAndInfoAndMaterials |
| Submission Deadlines | NOVEMBER 1 | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (43 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ARCHBISHOPS COMMITTEE FOR CHARITY | |||||||
| 1011 FIRST AVE | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| BOYS & GIRLS CLUB OF NEW ROCHELLE | |||||||
| 79 SEVENTH ST | NEW ROCHELLE | NY | 10801 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $750 |
| CANCER SUPPORT TEAM | |||||||
| 875 MAMARONECK AVE | MAMARONECK | NY | 10543 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| CATHOLIC CHARITIES | |||||||
| 1011 FIRST AVE | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $5,000 |
| COMMUNITY 2000 EDUCATION FOUNDATION | |||||||
| PO BOX 1161 | CHARLESTOWN | RI | 02813 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $500 |
| DIOCESE OF PALM BEACH | |||||||
| 9995 N MILITARY TRAIL | PALM BEACH GARDENS | FL | 33410 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| GADC RIVER HOUSE | |||||||
| 125 RIVER ROAD EXTENSION | COS COB | CT | 06807 | NONE | PUBLIC CHARITY | UNRESTRICTED | $100 |
| GREYSTON FOUNDATION | |||||||
| 21 PARK AVE | YONKERS | NY | 10703 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $1,000 |
| HABITAT FOR HUMANITY | |||||||
| 524 MAIN STREET | NEW ROCHELLE | NY | 10801 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| HOSPICE CARE IN WESTCHESTER | |||||||
| 540 WHITE PLAINS RD | TARRYTOWN | NY | 10591 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $750 |
| HUDSON VALLEY NATIONAL FOUNDATION | |||||||
| 21 SCARSDALE RD | YONKERS | NY | 10707 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $750 |
| INTERNATIONAL RETT SYNDROME FOUNDATION | |||||||
| 4600 DEVITT DRIVE | CINCINNATI | OH | 45246 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 |
| LAWRENCE HOSPITAL | |||||||
| 55 PALMER AVE | BRONXVILLE | NY | 10708 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 3715 NORTHSIDE PARKWAY | ATLANTA | GA | 30327 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $250 |
| LITERACY VOLUNTEERS OF WASH COUNTY | |||||||
| 93 TOWER STREET | WESTERLY | RI | 02891 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $125 |
| MARY THERESA ROSE FUND | |||||||
| 33 WOLFE DRIVE | WANAQUE | NJ | 07465 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $1,000 |
| MEALS ON WHEELS OF NEW ROCHELLE | |||||||
| 50 PINTARD AVE | NEW ROCHELLE | NY | 10801 | NONE | PUBLIC CHARITY | UNRESTRICTED | $250 |
| MT ST MICHAEL ACADEMY | |||||||
| 4300 MURDOCK AVE | BRONX | NY | 10466 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $13,000 |
| NATIONAL SEPT 11 MEMORIAL | |||||||
| 1 LIBERTY PLAZA | NEW YORK | NY | 10006 | NONE | PUBLIC CHARITY | UNRESTRICTED | $100 |
| OCEAN COMMUNITY YMCA | |||||||
| 95 HIGH STREET | WESTERLY | RI | 02891 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $3,000 |
| OVARIAN CANCER INSTITUTE | |||||||
| 960 JOHNSON FERRY RD | ATLANTA | GA | 30342 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 |
| PADRE PIO SHELTER | |||||||
| 419 E 155TH STREET | BRONX | NY | 10455 | NONE | PUBLIC CHARITY | UNRESTRICTED | $200 |
| RISC FOUNDATION | |||||||
| PO BOX 567 | CHARLESTOWN | RI | 02813 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 |
| SAFESPACE | |||||||
| 632 SE MONTEREY RD | STUART | FL | 34994 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 |
| SALT PONDS COALITION | |||||||
| PO BOX 875 | CHARLESTOWN | RI | 02813 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $250 |
| SMILE TRAIN | |||||||
| 41 MADISON AVE | NEW YORK | NY | 10010 | NONE | PUBLIC CHARITY | UNRESTRICTED | $250 |
| ST BALDRICKS FOUNDATION | |||||||
| 1333 S MAYFLOWER AVE | MONROVIA | CA | 91016 | NONE | PUBLIC CHARITY | UNRESTRICTED | $250 |
| ST BARNABAS ELEMENTARY SCHOOL | |||||||
| 413 E 241ST STREET | BRONX | NY | 10470 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $1,500 |
| ST PIUS X | |||||||
| 91 SECOR RD | SCARSDALE | NY | 10583 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $2,000 |
| ST VINCENT DE PAUL CHURCH | |||||||
| 7 CHURCH ST | BRADFORD | RI | 02808 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $250 |
| ST VINCENTS HOSPITAL | |||||||
| 275 NORTH ST | HARRISON | NY | 10528 | NONE | PUBLIC CHARITY | UNRESTRICTED | $250 |
| SURGEONS OVERSEAS | |||||||
| 225 E 6TH STREET | NEW YORK | NY | 10003 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $500 |
| SUSAN G KOMEN FOR THE CURE | |||||||
| 2330 EASTCHESTER RD | EASTCHESTER | NY | 10469 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $500 |
| THE LEADERSHIP INSTITUTE | |||||||
| 1101 N HIGHLAND STREET | ARLINGTON | VA | 22201 | NONE | PUBLIC CHARITY | UNRESTRICTED | $100 |
| THE RHODE ISLAND CENTER ASSISTING THOSE IN NEED | |||||||
| PO BOX 204 | CHARLESTOWN | RI | 02813 | NONE | PUBLIC CHARITY | UNRESTRICTED | $200 |
| THE SHARING COMMUNITY INC | |||||||
| PO BOX 657 | YONKERS | NY | 10702 | NONE | PUBLIC CHARITY | UNRESTRICTED | $250 |
| UNITED WAY OF ST LUCIE | |||||||
| 4800 S US HIGHWAY 1 | FORT PIERCE | FL | 34982 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $500 |
| URSULINE SCHOOL | |||||||
| 1354 NORTH AVE | NEW ROCHELLE | NY | 10804 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| WESTCHESTER GOLF ASSOC CADDY SCHOLARSHIP FUND | |||||||
| 49 KNOLLWOOD RD | ELMSFORD | NY | 10523 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $250 |
| WESTERLY HOSPITAL | |||||||
| 25 WELLS ST | WESTERLY | RI | 02891 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $1,000 |
| WESTHAB | |||||||
| 85 EXECUTIVE BLVD | ELMSFORD | NY | 10523 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $500 |
| WHITE PLAINS HOSPITAL | |||||||
| 41 EAST POST RD | WHITE PLAINS | NY | 10601 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $2,000 |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORT RD | JACKSONVILLE | FL | 32256 | NONE | PUBLIC CHARITY | UNRESTRICTED | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 67075 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $20,911 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $15,106 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $6,658 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $42,675 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 42675 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE TAXPAYER HEREBY ELECTS TO APPLY PART OF ($4,182) THE REMAINING QUALIFYING DISTRIBUTIONS TO THE UNDISTRIBUTED INCOME REMAINING FROM 2005 UNDER REGULATIONS SECTION 53.4942(A)-3(D)(2). | Election |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | FIXED INCOME | NameOfBond |
| EOY Book Value | 327306 | EOYBookValue |
| EOYFMV | 327306 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | EQUITY SECURITIES | NameOfStock |
| EOY Book Value | 1155330 | EOYBookValue |
| EOYFMV | 1155330 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MONEY MARKET FUNDS | CategoryOrItem |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMV |
| Book Value | 109765 | BookValue |
| EOYFMV | 109765 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (7 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | 11821 | 11821 | 0 |
| PASSIVE LOSS FROM ENTERPRISE PROD. LP | 937 | 0 | 0 |
| PASSIVE LOSS FROM KINDERMORGAN ENERGY PARTNERS LP | 12001 | 0 | 0 |
| ADMINISTRATIVE EXPENSES | 5559 | 5559 | 0 |
| NYS FILING FEE | 250 | 0 | 0 |
| INVESTMENT INTEREST EXPENSE | 104 | 104 | 0 |
| FOREIGN TAXES PAID | 142 | 142 | 0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN ON MARKETABLE SECURITIES | Description |
| Amount | $3,443 | Amount |