COLE FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- COLE FAMILY FOUNDATION (EIN 13-7176155)
- Tax period
- 2023-05-01 to 2024-04-30
- Filed
- 2025-03-13
- IRS object ID
- 202510729349100011
- Schema version
- 2023v6.0
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-13T10:41:36-05:00 | ReturnTs |
| Tax Period End | 2024-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 522328316 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAG ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 810 SEVENTH AVENUE 7TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137176155 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COLE | BusinessNameControlTxt |
| Phone | 2122751500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO TAG ASSOC 810 7TH AVE 7FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH COLE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2122751500 | PhoneNum |
| Signature | 2025-03-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARTINA WEIHS-WERNER | PreparerPersonNm |
| PTIN | P01445733 | PTIN |
| Phone | 2122751500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,431,396 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $50,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $45,907 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $45,907 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $172,831 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,701,493 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $172,831 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $268,738 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $218,738 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $320 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $320 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,320 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $320 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $57,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $57,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $61,170 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $58,170 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $207,568 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $218,738 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $34,709 | CashBOYAmt |
| Cash EOY | $23,541 | CashEOYAmt |
| Cash EOYFMV | $23,541 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $342,405 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $123,569 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $123,569 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,470,918 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,908,065 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,935,725 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $600,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $600,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,348,561 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,448,032 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,655,175 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,431,396 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,448,032 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,655,175 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,448,032 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,655,175 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,448,032 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,655,175 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,448,032 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $207,568 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,655,600 | SubtotalAmt |
| Other Decreases | $425 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,655,175 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ISHARES US TECHNOLOGY ETF | P | 2022-05-10 | 2023-05-04 | $136,964 | $131,925 | $5,039 | $5,039 |
| ISHARES US TECHNOLOGY ETF | P | 2022-09-29 | 2023-05-04 | $155,226 | $126,548 | $28,678 | $28,678 |
| KOHLS CORP | P | 2022-05-19 | 2023-05-04 | $42,834 | $99,220 | -$56,386 | -$56,386 |
| KOHLS CORP | P | 2022-05-20 | 2023-05-04 | $48,675 | $98,075 | -$49,400 | -$49,400 |
| MACYS INC | P | 2023-03-29 | 2023-12-11 | $124,918 | $103,563 | $21,355 | $21,355 |
| US TREASU NT 2.125%09/24UST | P | 2022-09-29 | 2023-08-31 | $241,621 | $241,621 | $0 | $0 |
| US TREASUR NT 0.5%11XXX**MATURED** | P | 2023-05-04 | 2023-08-31 | $246,992 | $246,992 | $0 | $0 |
| US TREASURY BILL24U S T BILL DUE 02/22/24 | P | 2023-08-31 | 2023-10-31 | $1,524,116 | $1,510,496 | $13,620 | $13,620 |
| US TREASURY BILXXX**MATURED** | P | 2023-05-18 | 2023-08-31 | $194,215 | $191,397 | $2,818 | $2,818 |
| US TREASURY BILXXX**MATURED** | P | 2023-05-18 | 2023-08-31 | $247,724 | $244,138 | $3,586 | $3,586 |
| US TREASURY BILXXX**MATURED** | P | 2023-05-04 | 2023-08-31 | $587,145 | $581,229 | $5,916 | $5,916 |
| US TREASURY BILXXX**MATURED** | P | 2023-05-04 | 2023-05-18 | $249,310 | $248,805 | $505 | $505 |
| ALPHABET INC. CLASS A | P | 2022-01-25 | 2023-05-04 | $41,902 | $51,616 | -$9,714 | -$9,714 |
| CLEARBRIDGE ENRGY MDSTRA | P | 2020-04-07 | 2023-05-04 | $42,407 | $9,495 | $32,912 | $32,912 |
| ISHARES RUSSELL 1000 GROWTH ETF | P | 2017-07-05 | 2023-05-04 | $299,349 | $147,196 | $152,153 | $152,153 |
| ISHARES RUSSELL 1000 GROWTH ETF | P | 2018-03-29 | 2023-05-04 | $242 | $133 | $109 | $109 |
| ISHARES RUSSELL 1000 GROWTH ETF | P | 2018-03-29 | 2023-05-04 | $1,697 | $943 | $754 | $754 |
| ISHARES RUSSELL 1000 GROWTH ETF | P | 2018-12-24 | 2023-05-04 | $1,697 | $867 | $830 | $830 |
| ISHARES RUSSELL 1000 VALUE ETF | P | 2017-07-05 | 2023-05-04 | $218,155 | $171,064 | $47,091 | $47,091 |
| ISHARES RUSSELL 1000 VALUE ETF | P | 2018-03-29 | 2023-05-04 | $2,389 | $1,909 | $480 | $480 |
| ISHARES RUSSELL 1000 VALUE ETF | P | 2018-12-24 | 2023-05-04 | $3,434 | $2,462 | $972 | $972 |
| SPDR S&P 500 ETF | P | 2022-01-25 | 2023-05-04 | $141,716 | $153,712 | -$11,996 | -$11,996 |
| SPOTIFY TECHNOLOGY | P | 2022-01-25 | 2023-05-04 | $36,755 | $50,569 | -$13,814 | -$13,814 |
| WISDOMTREE EMRG MRKT HG DIV ETF | P | 2019-02-08 | 2023-05-04 | $56,902 | $64,575 | -$7,673 | -$7,673 |
| MACYS INC | P | 2024-01-12 | 2024-03-06 | $55,108 | $50,112 | $4,996 | $4,996 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $172,831 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,040 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,040 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,040 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,553 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,553 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,513 | OverpaymentAmt |
| Applied To ES Tax | $3,513 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TAG ASSOCIATES LLC | IndividualWithBooksNm |
| Phone | 2122751500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 810 SEVENTH AVENUE 7TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| KENNETH COLE | |||||||||
| C/O TAG ASSOCIATES 810 SEVENTH | AVENUE 7TH FL | NEW YORK | NY | 10019 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARIA CUOMO COLE | |||||||||
| C/O TAG ASSOCIATES 810 SEVENTH | AVENUE 7TH FL | NEW YORK | NY | 10019 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,897,767 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $131,697 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,274,373 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,303,837 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,303,837 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $49,558 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,254,279 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $162,714 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $162,714 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,040 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,040 | TotalTaxAmt |
| Distributable Before Adj | $159,674 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $159,674 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $159,674 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $58,170 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $58,170 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $159,674 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $64,045 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $79,091 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $143,136 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $58,170 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $58,170 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $101,504 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $101,504 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $41,632 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $41,632 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $41,632 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KENNETH COLE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| HELP USA | ||||||||
| 115 EAST 13TH STREET | NEW YORK | NY | 10003 | N/A | PC | GENERAL SUPPORT | $5,500 | |
| STUDENT LEADERSHIP NETWORK | ||||||||
| 322 EIGHTH AVENUE 4TH FLOOR | NEW YORK | NY | 10001 | N/A | PC | IN SUPPORT OF STUDENT LEADERSHIP NETWORK'S 16TH ANNUAL (EM)POWER BREAKFAST. | $9,850 | |
| THE DOE FUND | ||||||||
| 345 E 102ND ST 305 | NEW YORK | NY | 10029 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| FORUM ON LIFE CULTURE & SOCIETY | ||||||||
| 50 W 47TH ST | NEW YORK | NY | 10036 | N/A | PC | GENERAL SUPPORT | $1,500 | |
| PEN AMERICA | ||||||||
| 588 BROADWAY SUITE 303 | NEW YORK | NY | 10012 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| ISLAND ELDERLY HOUSING | ||||||||
| 60B VILLAGE ROAD | VINEYARD HAVEN | MA | 02568 | N/A | PC | IN SUPPORT OF THE SONGWRITERS FOR ISLAND ELDERS BENEFIT EVENT. | $500 | |
| EXPLORING THE ARTS | ||||||||
| 34-12 36TH STREET SUITE 2-100 | ASTORIA | NY | 11106 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| VERA INSTITUTE OF JUSTICE | ||||||||
| 34 35TH STREET 4-2A | BROOKLYN | NY | 11232 | N/A | PC | GENERAL SUPPORT | $7,500 | |
| MARTHA'S VINEYARD PLAYHOUSE | ||||||||
| 24 CHURCH ST | VINEYARD HAVEN | MA | 02568 | N/A | PC | GENERAL SUPPORT | $500 | |
| ANDERSON FOUNDATION FOR AUTISM | ||||||||
| 4885 ROUTE 9 PO BOX 367 | STAATSBURG | NY | 12580 | N/A | PC | IN HONOR OF JEFFREY AND TONDRA LYNFORD. | $2,500 | |
| CREATIVE VISIONS FOUNDATION | ||||||||
| 18820 PACIFIC COAST HIGHWAY SUITE | MALIBU | CA | 90265 | N/A | PC | GENERAL SUPPORT | $5,000 | 201 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $57,850 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45,907 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 19 | ExclusionCd |
| Exclusion | $172,831 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $218,738 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $218,738 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ENDICOTT COLLEGE | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 376 HALE ST | AddressLine1Txt |
| City | BEVERLY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01915 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $50,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | COLE FAMILY FOUNDATION IS MAKING AN ELECTION TO TREAT THE QUALIFYING DISTRIBUTIONS AS A DISTRIBUTION OUT OF CORPUS UNDER REG. SEC. 53. 4942(A)-3(D)(2). | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB SECURITIES | StockNm |
| EOY Book Value | $1,908,065 | EOYBookValueAmt |
| EOYFMV | $1,935,725 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | DRAWBRIDGE SPECIAL OPPORTUNITIES OFFSHORE FUND LTD | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $600,000 | BookValueAmt |
| EOYFMV | $1,348,561 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROC - PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $425 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADMINISTRATIVE EXPENSES | $150 | $0 | $0 | $150 |
| ADVERTISING FEE | $170 | $0 | $0 | $170 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ENDICOTT COLLEGE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 376 HALE ST | AddressLine1Txt |
| City | BEVERLY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01915 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |