COWLES CHARITABLE TRUST: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
COWLES CHARITABLE TRUST (EIN 13-6090295)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-15
IRS object ID
202403209349108860
Schema version
2023v5.1
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)
Return2024-11-15T21:06:03-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN862498816PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BASKEVICH LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1143 NIXON AVEAddressLine1Txt
CitySTATEN ISLANDCityNm
State AbbreviationNYStateAbbreviationCd
ZIP103044413ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

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
Signature2024-12-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
PTINP01349034PTIN
Phone7189389762PhoneNum
Preparation2024-11-15PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$24,482,825FMVAssetsEOYAmt
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$5,348InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5,348InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$683,137DividendsRevAndExpnssAmt
Dividends Net Invst Incm$691,240DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$258,767NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,113,498GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$258,767CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$9,481OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$9,507OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$956,733TotalRevAndExpnssAmt
Total Net Invst Incm$964,862TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$109,583CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$73,059CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$36,524CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$161,456OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$161,581OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$35,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$5,730TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$14,637TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$14,637TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$70,716OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$36,947OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$33,352OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$391,392TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$277,317TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$84,513TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,348,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,348,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,740,142TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$277,317TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,433,263TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$783,409ExcessRevenueOverExpensesAmt
Net Investment Income$687,545NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$193,191SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$294,230SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$294,230SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$1,710,781USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,415,800USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,383,547USGovtObligationsEOYFMVAmt
Corporate Stock BOY$11,795,212CorporateStockBOYAmt
Corporate Stock EOY$11,201,602CorporateStockEOYAmt
Corporate Stock EOYFMV$21,825,421CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,005,437CorporateBondsBOYAmt
Corporate Bonds EOY$1,009,580CorporateBondsEOYAmt
Corporate Bonds EOYFMV$979,627CorporateBondsEOYFMVAmt
Total Assets BOY$14,704,621TotalAssetsBOYAmt
Total Assets EOY$13,921,212TotalAssetsEOYAmt
Total Assets EOYFMV$24,482,825TotalAssetsEOYFMVAmt
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$14,704,621RetainedEarningBOYAmt
Retained Earning EOY$13,921,212RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$14,704,621TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$13,921,212TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$14,704,621TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$13,921,212TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$14,704,621TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$783,409ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$13,921,212SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$13,921,212TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (32 entries)

PropertyPropertyDescGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtAcquiredAcquiredDtHow AcquiredHowAcquiredCd
SNOWDEN TFT-305313$0$0
ISHARES SILVER TR$0$02023-12-31$99$99
SPDR GOLD TR GOLD$0$02023-12-31$499$499
MORGAN STANLEY 046708$0$0
ISHARES SILVER TR - MS$0$02023-12-31$31$31
SPDR GOLD TR GOLD - MS$0$02023-12-31$229$229
SCHWAB 6524$0$0
SCHWAB 6524-$474-$4742023-12-31$474
AMERICAN TOWER CORP$57,960$57,9602023-05-05$98,154$40,1942013-10-28
APPLE INC$68,536$68,5362023-11-14$75,051$6,5152013-01-24
DEERE & CO$34,489$34,4892023-09-20$40,748$6,2592009-05-21
FT ETF NORTH AMERICA$2,053$2,0532023-05-05$26,880$24,8272017-08-31
HOME DEPOT INC$28,320$28,3202023-09-20$31,488$3,1682009-12-03
NUVEEN REAL ASSET INC-$12,502-$12,5022023-12-11$80,240$92,7422015-01-29
PACER FDS TR BENCHMARK-$7,225-$7,2252023-11-27$28,325$35,5502020-12-31
MORGAN STANLEY 046708$0$0
ISHARES TR ISHARES 1-5 YR ST-$8,535-$8,5352023-02-01$155,873$164,4082009-12-03
JPMORGAN STRAT INC OPP SEL-$2,882-$2,8822023-02-03$70,949$73,8312014-03-20
SCHWAB 6524$0$0
APPLE INC$33,440$33,4402023-02-14$37,434$3,9942012-02-03
TRUIST FINL CORP FKA BB&T CORP-$2,905-$2,9052023-11-07$51,849$54,7542016-01-29
DIGITAL REALTY TR$12,287$12,2872023-01-10$84,815$72,5282016-11-16
MICROSOFT CORP$56,166$56,1662023-05-26$66,527$10,3612016-05-13
TAIWAN SMCNDCTR MFG CO LTD ADR$100,351$100,3512023-01-19$125,248$24,8972013-09-11
VANGUARD FTSE EMERGING MARKETS ETF-$1,539-$1,5392023-11-14$39,950$41,4892010-09-01
VERIZON COMMUNICATIONS COM-$42,363-$42,3632023-11-30$130,445$172,8082014-01-30
WALT DISNEY CO-$32,675-$32,6752023-09-06$44,492$77,1672020-02-14
MCDONALDS CORP 3.35% DUE 04/01/23-$13,849-$13,8492023-04-01$250,000$263,8492021-04-01
US TREAS BONDS 6.25% DTD 08/15/9-$11,016-$11,0162023-08-15$250,000$261,0161998-01-02
US TREAS NOTE 2.875% DUE 10/31/23-$3,730-$3,7302023-10-31$249,031$252,7612022-03-31
US TREAS NOTE 2.75% DUE 04/30/23-$454-$4542023-04-30$169,827$170,2812018-08-24
Capital Gains Dividends$5,314$5,314$5,314P
FieldValueIRS element (for citing)
Capital Gain Net Income$258,767CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$9,557InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$9,557SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$9,557TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$20,358EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$35,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$55,358TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$45,801OverpaymentAmt
Applied To ES Tax$45,801AppliedToESTaxAmt
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 (15 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$105,416$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
MARY CROFT
PO BOX 219RUMSONNJ07760TREASURER1.00$4,167$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
JULIE BASKEVICH
143 NIXON AVESTATEN ISLANDNY10304SECRETARY AND TREASURER$115,000
MARY CROFT
PO BOX 219RUMSONNJ07760BOOKS$50,004
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$23,269,500AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$462,326AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$23,731,826TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$23,731,826AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$355,977CashDeemedCharitableAmt
Net Vl Noncharitable Assets$23,375,849NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,168,792MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,168,792MinimumInvestmentReturnAmt
Tax Based On Investment Income$9,557TaxBasedOnInvestmentIncomeAmt
Total Tax$9,557TotalTaxAmt
Distributable Before Adj$1,159,235DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,159,235DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,159,235DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,433,263ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,433,263QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,159,235DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$216,828ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$292,283ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$265,534ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$123,343ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$144,848ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,042,836TotalExcessDistributionCyovAmt
Qualifying Distributions$1,433,263QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,159,235AppliedToCurrentYearAmt
Remaining Distri From Corpus$274,028RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,316,864TotalCorpusAmt
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$216,828ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,100,036ExcessDistriCyovToNextYrAmt
Excess From Year4$292,283ExcessFromYear4Amt
Excess From Year3$265,534ExcessFromYear3Amt
Excess From Year2$123,343ExcessFromYear2Amt
Excess From Year1$144,848ExcessFromYear1Amt
Excess From Current Year$274,028ExcessFromCurrentYearAmt

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 (276 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
92ND STREET Y
1395 LEXINGTON AVENUENEW YORKNY10128PCTHE ARTS$2,500
ACTION CENTER - ENERGY JUSTICE NETWORK
1434 ELBRIDGE STPHILADELPHIAPA19149PCCHARITABLE$1,000
ALDRICH CONTEMPORARY ART MUSEUM
258 MAIN STREETRIDGEFIELDCT06877PCTHE ARTS$5,000
ALGALITA MARINE RESEARCH AND EDUCATION
148 NORTH MARINA DRIVELONG BEACHCA90803PCCHARITABLE$1,500
ALLEN-STEVENSON SCHOOL
132 EAST 78TH STREETNEW YORKNY10075PCEDUCATION$3,000
ALLIANCE FOR YOUNG ARTISTS & WRITERS
557 BROADWAYNEW YORKNY10012PCTHE ARTS$2,000
ALVIN AILEY DANCE FOUNDATION INC
405 WEST 55TH STREETNEW YORKNY10019PCTHE ARTS$2,500
AMERICAN CIVIL LIBERTIES UNION
125 BROAD STREET 18TH FLNEW YORKNY10004PCCHARITABLE$3,000
AMERICAN FEDERATION OF ARTS
305 EAST 47TH STREET 10TH FLNEW YORKNY10017PCTHE ARTS$5,000
AMERICAN MUSEUM OF NATURAL HISTORY
CENTRAL PARK WEST 79TH STNEW YORKNY10024PCEDUCATION$1,500
AMERICAN RED CROSS
PO BOX 37839BOONEIA50037PCCHARITABLE$10,000
AMERICAN RED CROSS
PO BOX 37839BOONEIA50037PCCHARITABLE$10,000
AMERICAN RED CROSS NJ
1540 WEST PARK AVENUEOCEANNJ07712PCCHARITABLE$7,500
AMERICAS SOCIETY INC
680 PARK AVENUENEW YORKNY10065PCCHARITABLE$2,500
AMERICAS SOCIETY INC
680 PARK AVENUENEW YORKNY10065PCCHARITABLE$7,500
AMFAR THE AMERICAN FOUNDATION FOR AIDS RESEARCH
120 WALL STREET13TH FLOORNEW YORKNY10005PCMEDICAL$4,000
APOLLO PACT INC
25 TUDOR CITY PL 212NEW YORKNY10017PCMEDICAL$4,500
APOLLO PACT INC
25 TUDOR CITY PL 212NEW YORKNY10017PCMEDICAL$1
APOLLO PACT INC
25 TUDOR CITY PL 212NEW YORKNY10017PCMEDICAL$2,999
ARCHITECTURAL LEAGUE OF NEW YORK
594 BROADWAY STE 607NEW YORKNY10012PCCHARITABLE$1,500
ART COUNCIL INC
45 MAIN STREET STE 515BROOKLYNNY10024PCTHE ARTS$5,000
ART EFFECT OF THE HUDSON VALLEY INC
45 PERSHING AVENUEPOUGHKEEPSIENY12601PCTHE ARTS$5,000
ART EFFECT OF THE HUDSON VALLEY INC
45 PERSHING AVEPOUGHKEEPSIENY12601PCTHE ARTS$10,000
ART21 INC
231 WEST 29TH STR STE 706NEW YORKNY10001PCTHE ARTS$5,000
ART21 INC
231 WEST 29TH STREET STE 706NEW YORKNY10001PCTHE ARTS$2,500
ARTISTS IN RESIDENCE IN EVERGLADES INC
1951 NW 7TH AVE 600MIAMIFL33136PCTHE ARTS$1,500
ARTISTS SPACE
11C CORTLANDT ALLEYNEW YORKNY10013PCTHE ARTS$10,000
ARTISTS SPACE
11C CORTLANDT ALLEYNEW YORKNY10013PCTHE ARTS$10,000
ARTS MID-HUDSON INC
696 DUTCHESS TPKE STE FPOUGHKEEPSIENY12603PCTHE ARTS$5,000
ARTS MID-HUDSON INC
696 DUTCHESS TPKE STE FPOUGHKEEPSIENY12603PCTHE ARTS$10,000
ASSOCIATION FOR ENCOURAGEMENT OF CHIDREN'S CREATIVITY
PO BOX 687WEBSTERNY14580PCEDUCATION$1,000
BALTIMORE EDUCATIONAL SCHOLARSHIP TRUST
808 NORTH CHARLES STRBALTIMOREMD21201PCEDUCATION$5,000
BARD GRADUATE CENTER
18 WEST 86TH STRNEW YORKNY10024PCEDUCATION$7,500
BAY JOURNAL MEDIA
PO BOX 300MAYOMD21106PCCHARITABLE$1,500
BIKES FOR TYKES INC
5950 COPE LANENAPLESFL34112PCCHARITABLE$1,000
BLACKSMITH INSTITUTE
475 RIVERSIDE DRIVE STE 860NEW YORKNY10115PCMEDICAL$1,500
BOFFO
85 KENMARE STNEW YORKNY10012PCTHE ARTS$1,000
BOOK FAIRIES
70 NORTH MAIN STRFREEPORTNY11520PCEDUCATION$1,500
BOTHERS REDEFINING OPPORTUNITY EXPERIENCE FDN
1009 PUTNAM AVE 2ABROOKLYNNY11211PCCHARITABLE$1,000
BOWERY MISSION
90 LAFAYETTE STREET 6TH FLNEW YORKNY10013PCCHARITABLE$2,500
BRADY CENTER TO PREVENT GUN VIOLENCE
840 FIRST ST NE STE 400WASHINGTONDC20002PCCHARITABLE$5,000
BRIDGE FUND OF NEW YORK INC
271 MADISON AVENUE 907NEW YORKNY10016PCCHARITABLE$7,500
BROOKLYN ACADEMY OF MUSIC
30 LAFAYETTE AVEBROOKLYNNY11217PCTHE ARTS$1
BROOKLYN ACADEMY OF MUSIC
30 LAFAYETTE AVEBROOKLYNNY11217PCTHE ARTS$5,999
BROOKLYN BOTANIC GARDEN
1000 WASHINGTON AVEBROOKLYNNY11225PCTHE ARTS$3,000
BROOKLYN BUREAU OF COMMUNITY SERVICE
PO BOX 24630BROOKLYNNY11202PCCHARITABLE$3,500
BROOKLYN MUSEUM
200 EASTERN PARKWAYBROOKLYNNY11238PCTHE ARTS$10,000
BYRD HOFFMAN WATERMILL FOUNDATION
115 W 29TH STREET 10TH FLNEW YORKNY10001PCTHE ARTS$6,500
CAMBRIDGE SCHOOL OF WESTON
45 GEORGIAN ROADWESTONMA02493PCEDUCATION$10,000
CAMBRIDGE SCHOOL OF WESTON
45 GEORGIAN ROADWESTONMA02493PCEDUCATION$10,000
CAMILLUS HOUSE
1603 NW 7TH AVENUEMIAMIFL33136PCCHARITABLE$3,500
CANDID
32 OLD SLIP - 24TH FLNEW YORKNY10005PCEDUCATION$2,500
CANOPY CANOPY CANOPY
264 CANAL STREET 3WNEW YORKNY10013PCCHARITABLE$1,500
CASA FAMILIA INC
1550 DOUGLAS RD STE 280MIAMIFL33134PCCHARITABLE$1,500
CASA VALENTINA
2103 CORAL WAY 2ND FLMIAMIFL33145PCCHARITABLE$2,000
CENTER FOR ALTERNATIVE SENTENCING AND EMPLOYMENT SERVICES (CASES)
151 LAWRENCE STREET 3RD FLBROOKLYNNY11201PCCHARITABLE$10,000
CENTER FOR SPIRITUAL AND ETHICAL EDUCATION
910 M STREET - NW - STE 722WASHINGTONDC20001PCEDUCATION$1
CENTER FOR SPIRITUAL AND ETHICAL EDUCATION
910 M STREET - NW - STE 722WASHINGTONDC20001PCEDUCATION$4,999
CENTER FOR SPIRITUAL AND ETHICAL EDUCATION
910 M STREET - NW - STE 722WASHINGTONDC20001PCEDUCATION$5,000
CENTERSTONE OF FLORIDA INC
391 6TH AVENUE WESTBRADENTONFL34205PCMEDICAL$2,500
CENTRAL PARK CONSERVANCY INC
14 EAST 60TH STRNEW YORKNY10022PCCHARITABLE$5,000
CHILDREN FIRST INC
1723 N ORANGE AVENUESARASOTAFL34234PCCHARITABLE$1,500
CHILDREN'S HOME SOCIETY OF FLORIDA
3335 FOREST HILL BLVDWEST PALM BEACHFL33406PCCHARITABLE$1,500
CHILDREN'S MUSEUM OF THE ARTS
PO BOX 1011NEW YORKNY10276PCTHE ARTS$5,000
CHINATI FOUNDATION
PO BOX 1135MARFATX79843PCTHE ARTS$7,500
CITY PARKS FOUNDATION
830 FIFTH AVENUENEW YORKNY10065PCCHARITABLE$5,000
CITY REPORT
85 BROAD STREET 12TH FLNEW YORKNY10004PCCHARITABLE$2,000
CITYARTS
77 BLEECKER STREET C2-18NEW YORKNY10012PCTHE ARTS$3,500
CITYMEALS-ON-WHEELS
355 LEXINGTON AVE THIRD FLNEW YORKNY10017PCCHARITABLE$5,000
CIVIL LIBERTIES DEFENSE CENTER
1430 WILLAMETTE ST NO 350EUGENEOR97401PCCHARITABLE$1,000
CLEAN AND HEALTHY NEW YORK INC
25 ELK STREET GARDEN SUITEALBANYNY12207PCCHARITABLE$1,500
COLUMBIA UNIVERSITY
622 W 113TH STR MAIL CODE 4524NEW YORKNY10025PCEDUCATION$2,500
COUNCIL ON THE ENVIRONMENT INC (GROWNYC)
PO BOX 2327NEW YORKNY10272PCCHARITABLE$5,000
CREATIVE TIME INC
59 EAST 4TH STREET 6TH FLNEW YORKNY10003PCTHE ARTS$10,000
CREATIVE TIME INC
59 EAST 4TH STREET 6TH FLNEW YORKNY10003PCTHE ARTS$5,000
CROHN'S & COLITIS FOUNDATION - NJ CHAPTER
PO BOX 1170EATONTOWNNJ07724PCMEDICAL$6,000
CROHN'S & COLITIS FOUNDATION - NY CHAPTER
120 BROADWAY - STE 1050ANEW YORKNY10271PCMEDICAL$6,000
CUMBERLAND UNIVERSITY
6191 COLLEGE STATION DRIVEWILLIAMSBURGKY40769PCEDUCATION$10,000
CURATORIAL PROGRAM FOR RESEARCH
557 LORIMER STREETBROOKLYNNY11211PCTHE ARTS$1
CURATORIAL PROGRAM FOR RESEARCH
557 LORIMER STREETBROOKLYNNY11211PCTHE ARTS$1,499
DES MOINES SYMPHONY
1011 LOCUST STREET STE 200DES MOINESIA50309PCTHE ARTS$6,000
DEVELOPING RADIO PARTNERS
712 H STREET NE BOX 96915WASHINGTONDC20002PCCHARITABLE$1,500
DIA ART FOUNDATION
535 WEST 22ND STR 6TH FLNEW YORKNY10011PCTHE ARTS$5,000
DIA ART FOUNDATION
535 WEST 22ND STR 6TH FLNEW YORKNY10011PCTHE ARTS$5,000
DIMENSIONS VARIABLE
101 NW 79TH STREETMIAMIFL33150PCTHE ARTS$1,500
DOCS IN PROGRESS
3203 LELAND STREETCHEVY CHASEMD20815PCTHE ARTS$5,000
DOCTORS WITHOUT BORDERS
40 RECTOR STREET 16THNEW YORKNY10006PCMEDICAL$5,000
DOCTORS WITHOUT BORDERS
40 RECTOR STREET 16THNEW YORKNY10006PCMEDICAL$10,000
DOE FUND
345 EAST 102ND STREET 305NEW YORKNY10029PCCHARITABLE$5,000
DOE FUND
345 EAST 102ND STREET 305NEW YORKNY10029PCCHARITABLE$5,000
DRAWING CENTER
35 WOOSTER STREETNEW YORKNY10013PCTHE ARTS$5,000
EAGLEBROOK SCHOOLALLEN CHASE FOUNDATION
271 PINE NOOK ROADDEERFIELDMA01342PCEDUCATION$10,000
EAST SIDE HOUSE INC
337 ALEXANDER AVENUEBRONXNY10454PCCHARITABLE$2,500
EDUCATION THROUGH MUSIC
122 EAST 42ND STREET STE 1501NEW YORKNY10168PCEDUCATION$1,500
EVIDENT CHANGE
426 S YELLOWSTONE DRIVEMADISONWI53719PCCHARITABLE$10,000
FAIRNESS AND ACCURACY IN REPORTING
124 WEST 30TH STREET STE 201NEW YORKNY10001PCCHARITABLE$5,000
FIGHTING CHANCE
PO BOX 1358SAG HARBORNY11963PCMEDICAL$5,000
FILM FORUM
209 W HUDSON STNEW YORKNY10014PCTHE ARTS$1,500
FLORIDA CRAFTART
501 CENTRAL AVENUEST PETERSBURGFL33701PCTHE ARTS$5,000
FLORIDA JUSTICE INSTITUTE INC
PO BOX 370747MIAMIFL33025PCCHARITABLE$2,000
FOOD BANK FOR NEW YORK CITY
39 BROADWAY 10TH FLNEW YORKNY10006PCCHARITABLE$5,000
FORTUNE SOCIETY
29-76 NORTHERN BLVDLONG ISLAND CITYNY11101PCCHARITABLE$1,500
FORTY CARROTS OF SARASOTA INC
1500 S TUTTLE AVENUESARASOTAFL34239PCEDUCATION$1,500
FOUNDATION FOR CONTEMPORARY ARTS
820 GREENWICH STREETNEW YORKNY10014PCTHE ARTS$7,500
FRACTURED ATLAS - BRIDGE INITIATIVE
PO BOX 55HARTSDALENY10530PCCHARITABLE$5,000
FRACTURED ATLAS - BRIDGE INITIATIVE
PO BOX 55HARTSDALENY10530PCCHARITABLE$30,000
FRESH AIR FUND
633 3RD AVENUE 14TH FLNEW YORKNY10017PCCHARITABLE$2,500
FRESH AIR FUND
633 3RD AVENUE 14TH FLNEW YORKNY10017PCCHARITABLE$2,000
FRICK COLLECTION
1 EAST 70TH STREETNEW YORKNY10021PCTHE ARTS$3,000
FRIENDS OF THE BASS MUSEUM
2100 COLLINS AVENUEMIAMI BEACHFL33139PCTHE ARTS$4,000
FRIENDS OF THE HIGH LINE
THE DILLER - VON FURSTENBERGNEW YORKNY10014PCCHARITABLE$3,500BUILDING 820 WASHINGTON STR
FRIENDS SCHOOL OF BALTIMORE
5114 NORTH CHARLES STREETBALTIMOREMD21210PCEDUCATION$2,000
GRASP
4223 BALMORAL WAYSARASOTAFL34238PCCHARITABLE$7,000
GRASP
4223 BALMORAL WAYSARASOTAFL34238PCCHARITABLE$10,000
GRASP
4223 BALMORAL WAYSARASOTAFL34238PCCHARITABLE$20,000
GRASP
4223 BALMORAL WAYSARASOTAFL34238PCCHARITABLE$5,000
GALAPAGOS CONSERVANCY
1630 CONNECTICUT AVE NW SUITE 300WASHINGTONDC20009PCCHARITABLE$1,500
GAY MEN'S HEALTH CRISIS INC
307 WEST 38TH STREETNEW YORKNY10018PCCHARITABLE$7,500
GEDCO
1010 EAST 33RD STREETBALTIMOREMD21218PCCHARITABLE$2,000
GENESIS HEALTH SERVICES INC
4933 CHARLES PARTIN DRPARRISHFL34219PCMEDICAL$10,000
GIRLS INC OF SARASOTA COUNTY
201 S TUTTLE AVESARASOTAFL34237PCCHARITABLE$5,000
GOD'S LOVE WE DELIVER
166 AVENUE OF THE AMERICASNEW YORKNY10013PCCHARITABLE$10,000
GRACE YEAR PROGRAM
PO BOX 366MILLBROOKNY12545PCCHARITABLE$1,500
GRANT FOUNDATION
PO BOX 110091PITTSBURGHPA15232PCMEDICAL$10,000
GRANT FOUNDATION
PO BOX 110091PITTSBURGHPA15232PCMEDICAL$5,000
GREEN STREET ACADEMY
125 NORTH HILTON STREETBALTIMOREMD21229PCEDUCATION$2,000
GREYHOUND ADVANCEMENT CENTER
6643 BUTLERS CREST DRBRADENTONFL34203PCCHARITABLE$5,000
GUADALUPE CENTER
509 HOPE CIRCLEIMMOKALEEFL34142PCCHARITABLE$2,000
GUGGENHEIM MUSEUM
1071 5TH AVENUENEW YORKNY10128PCTHE ARTS$10,000
GUTTMATCHER INSTITUTE
125 MAIDEN LANE 7TH FLNEW YORKNY10038PCMEDICAL$1,500
HAMPSHIRE COLLEGE
893 WEST STREETAMHERSTMA01002PCEDUCATION$5,000
HARLEM ACADEMY
655 ST NICHOLAS AVENUENEW YORKNY10030PCEDUCATION$3,000
HEALTHY HUMOR INC
17 STATE STREET STE 4000NEW YORKNY10004PCCHARITABLE$2,500
IDIGNITY
424 E CENTRAL BLVD 199ORLANDOFL32801PCCHARITABLE$1,500
INSTITUTE FOR JUSTICE AND DEMOCRACY FOR HAITI
892 PLAIN ST STE 1MARSHFIELDMA02050PCCHARITABLE$1,500
INTERNATIONAL CENTER FOR JOURNALISTS
750 17TH STREET NW STE 300WASHINGTONDC20006PCEDUCATION$5,000
INTERNATIONAL INSTITUTE FOR HUMANE EDUCATION
PO BOX 260SURRYME04684PCEDUCATION$1,500
INTERNATIONAL PRINT CENTER NY
535 WEST 24TH STRNEW YORKNY10011PCCHARITABLE$2,500
INTERNATIONAL PRINT CENTER NY
535 WEST 24TH STRNEW YORKNY10011PCCHARITABLE$2,000
INTREPID SEA AIR & SPACE MUSEUM
W 46TH STR 12TH AVE PIER 86NEW YORKNY10036PCEDUCATION$5,000
JACK THE BIKE MAN INC
420 CLAREMORE DRIVEWEST PALM BEACHFL33401PCCHARITABLE$2,000
JAZZ AT LINCOLN CENTER
3 COLUMBUS CIRCLE STE 1200NEW YORKNY10019PCTHE ARTS$2,500
JEWISH FAMILY & CHILDREN'S SERVICE
2688 FRUITVILLE ROADSARASOTAFL34237PCCHARITABLE$10,000
JEWISH MUSEUM
1109 FIFTH AVENUENEW YORKNY10128PCTHE ARTS$7,500
JOHN AND MABLE RINGLING MUSEUM OF ART
5401 BAY SHORE ROADSARASOTAFL34243PCTHE ARTS$5,000
JOYCE THEATER FOUNDATION INC
175 EIGHTH AVENUENEW YORKNY10011PCTHE ARTS$3,500
KITCHEN
163B BANK STREET 4TH FL LOFTNEW YORKNY10014PCTHE ARTS$5,000
KITCHEN TABLE LITERARY ARTS
PO BOX 5464TAMPAFL33605PCTHE ARTS$1,500
LADIES EMPOWERMENT AND ACTION PROGRAM
3141 SW 8TH STREET STE AMIAMIFL33135PCEDUCATION$1,500
LAWRENCEVILLE SCHOOL
2500 MAIN STREETLAWRENCEVILLENJ08648PCEDUCATION$15,000
LAWRENCEVILLE SCHOOL
2500 MAIN STREETLAWRENCEVILLENJ08648PCEDUCATION$5,000
LAWYERS FOR GOOD GOVERNMENT FOUNDATION
6218 GEORGIA AVENUE NW STE 5001WASHINGTONDC20011PCCHARITABLE$2,000
LEARNING ALLY
20 ROSZEL RDPRINCETONNJ08540PCMEDICAL$5,000
LEGAL AID SOCIETY
199 WATER STREETNEW YORKNY10038PCCHARITABLE$6,500
LENOX HILL NEIGHBORHOOD HOUSE
331 EAST 70TH STRNEW YORKNY10021PCCHARITABLE$10,000
LOCUST PROJECTS INC
297 NE 67TH STRMIAMIFL33138PCTHE ARTS$5,000
LONGHOUSE RESERVE
133 HANDS CREEK ROADEAST HAMPTONNY11937PCTHE ARTS$5,000
LOUIS ARMSTRONG HOUSE MUSEUM
34-56 107TH STREETCORONANY11368PCTHE ARTS$2,000
LOWE ART MUSEUM UNIVERSITY OF MIAMI
1301 STANFORD DRIVECORAL GABLESFL33146PCTHE ARTS$10,000
LOWER EAST SIDE TENEMENT MUSEUM
103 ORCHARD STREETNEW YORKNY10002PCEDUCATION$6,000
LOWER MANHATTAN CULTURAL CENTER
125 MAIDEN LANE 2ND FLNEW YORKNY10038PCTHE ARTS$5,000
LUNCH BREAK INC
PO BOX 2215RED BANKNJ07701PCCHARITABLE$5,000
MADEIRA SCHOOL
8328 GEORGETOWN PIKEMCLEANVA22102PCEDUCATION$10,000
MANHATTAN SCHOOL OF MUSIC
130 CLAREMONT AVENEW YORKNY10027PCEDUCATION$1,500
MARIE SELBY BOTANICAL GARDEN
1534 MOUND STREETSARASOTAFL34236PCTHE ARTS$2,000
MEALS ON WHEELS OF SARASOTA
421 N LIME AVESARASOTAFL34237PCCHARITABLE$5,000
METROPOLITAN CENTER FOR MENTAL HEALTH INC
160 WEST 86TH STREETNEW YORKNY10024PCMEDICAL$2,000
METROPOLITAN MUSEUM OF ART
1000 FIFTH AVENUENEW YORKNY10029PCTHE ARTS$10,000
METROWEST WOMEN'S FUND
PO BOX 192WESTONMA02493PCCHARITABLE$5,000
MIAMI CITY BALLET INC
2200 LIBERTY AVENUEMIAMIFL33139PCTHE ARTS$6,000
MIAMI-DADE COLLEGE - MIAMI BOOK FAIR
300 NE SECOND AVENUE - 7TH FLMIAMIFL33132PCEDUCATION$5,000
MINDFUL KIDS MIAMI
5275 SUNSET DRIVE 2ND FL 19MIAMIFL33143PCCHARITABLE$2,500
MIRACLE FLIGHTS
5740 S EASTERN AVENUE STE 240LAS VEGASNV89119PCMEDICAL$3,000
MOTE MARINE LABORATORY
1600 KEN THOMPSON PARKWAYSARASOTAFL34236PCEDUCATION$10,000
MOTHER SETON ACADEMY INC
2215 GREENMOUNT AVENUEBALTIMOREMD21218PCEDUCATION$2,500
MULTICULTURAL HEALTH INSTITUTE
677 NORTH WASHINGTON BLVD STE 17SARASOTAFL34236PCMEDICAL$10,000
MUNICIPAL ART SOCIETY OF NEW YORK
488 MADISON AVE STE 1900NEW YORKNY10022PCCHARITABLE$1,500
MUSEUM OF CONTEMPORARY ART NORTH MIAMI
770 NE 125TH STREETNORTH MIAMIFL33161PCTHE ARTS$3,000
MUSEUM OF MODERN ART
11 WEST 53RD STREETNEW YORKNY10019PCTHE ARTS$10,000
MUSEUM OF THE CITY OF NY
1220 FIFTH AVENUENEW YORKNY10029PCTHE ARTS$10,000
MUSIC THAT HEALS INC
338 BEACH 146TH STRNEPONSITNY11694PCCHARITABLE$4,000
NANCY B NEGLEY ARTISTS RESIDENCY PROGRAM
2121 SAGE ROAD STE 235HOUSTONTX77056PCTHE ARTS$20,000
NATIONAL COALITION FOR LITERACY
PO BOX 2932WASHINGTONDC20013PCEDUCATION$2,000
NATIONAL FOUNDATION FOR ADVANCEMENT IN THE ARTS INC
2100 BISCAYNE BOULEVARDMIAMIFL33137PCTHE ARTS$2,500
NATIONAL PUBLIC RADIO INC
NPR 1111 NORTH CAPITOL STR NEWASHINGTONDC20002PCEDUCATION$5,000
NATIONAL URBAN LEAGUE
80 PINE STREETNEW YORKNY10005PCCHARITABLE$1,500
NEW WORLD SYMPHONY
500 17TH STREETMIAMI BEACHFL33139PCTHE ARTS$10,000
NEW YORK BOTANICAL GARDEN
2900 SOUTHERN BLVDBRONXNY10458PCTHE ARTS$8,000
NEW YORK CITY BALLET
20 LINCOLN CENTERNEW YORKNY10023PCTHE ARTS$6,000
NEW YORK CITY CENTER
130 WEST 56TH STREETNEW YORKNY10019PCTHE ARTS$5,000
NEW YORK COMMON PANTRY
8 EAST 109TH STREETNEW YORKNY10029PCCHARITABLE$10,000
NEW YORK FOUNDATION FOR THE ARTS
29 W 38TH STR 9TH FLNEW YORKNY10018PCTHE ARTS$5,000
NEW YORK FOUNDLING
590 AVENUE OF THE AMERICASNEW YORKNY10011PCMEDICAL$4,000
NEW YORK LAWYERS FOR THE PUBLIC INTEREST
151 WEST 30TH STR 11TH FLNEW YORKNY10001PCCHARITABLE$2,500
NEW YORK PUBLIC LIBRARY
270 MADISON AVENUE 12TH FLNEW YORKNY10016PCEDUCATION$5,000
NEW YORK STUDIO SCHOOL
8 WEST 8TH STREETNEW YORKNY10011PCEDUCATION$3,000
NORTHSIDE CENTER FOR CHILD DEVELOPMENT
1475 PARK AVENUENEW YORKNY10029PCMEDICAL$7,000
NORTHSIDE CENTER FOR CHILD DEVELOPMENT
1475 PARK AVENUENEW YORKNY10029PCMEDICAL$2,250
NU DECO ENSEMBLE
2100 BISCAYNE BLVDMIAMIFL33137PCTHE ARTS$10,000
NXTHVN
169 HENRY STREETNEW HAVENCT06511PCTHE ARTS$1,500
OSBORNE ASSOCIATION INC
809 WESTCHESTER AVEBRONXNY10455PCCHARITABLE$1,000
PALEY CENTER FOR MEDIA
25 WEST 52ND STREETNEW YORKNY10019PCEDUCATION$5,000
PEREZ ART MUSEUM
1103 BISCAYNE BLVDMIAMIFL33132PCTHE ARTS$3,500
PINES OF SARASOTA FOUNDATION
1501 N ORANGE AVESARASOTAFL34236PCCHARITABLE$2,500
PLANNED PARENTHOOD - SOUTHWEST AND CENTRAL FLORIDA
736 CENTRAL AVENUESARASOTAFL34236PCMEDICAL$8,000
PLANNED PARENTHOOD OF GREATER NEW YORK
26 BLEECKER STREETNEW YORKNY10012PCMEDICAL$10,000
PLANNED PARENTHOOD SOUTHEAST
241 PEACHTREE ST NE STE 400ATLANTAGA30303PCMEDICAL$5,000
POETS & WRITERS INC
90 BROAD STREET SUITE 2100NEW YORKNY10004PCTHE ARTS$6,000
POLLYANNA INC
19 EAST 80TH STREET 8TH FLNEW YORKNY10075PCCHARITABLE$2,500
POURED OUT INC
PO BOX 127WILLISMI48191PCCHARITABLE$1,000
PRINTED MATTER INC
231 11TH AVENUENEW YORKNY10001PCTHE ARTS$5,000
PRO PUBLICA
155 AVENUE OF THE AMERICASNEW YORKNY10013PCCHARITABLE$2,500
PROJECT 180 SARASOTA
PO BOX 25684SARASOTAFL34277PCCHARITABLE$5,000
PROJECT 180 SARASOTA
PO BOX 25684SARASOTAFL34277PCCHARITABLE$3,000
PROJECT MIDSHARE FOR HAITI
8260 NE 2ND AVEMIAMIFL33138PCMEDICAL$1,500
PROTECT OUR WINTERS
4676 BROADWAY STREETBOULDERCO80304PCCHARITABLE$3,000
PUBLIC ART FUND
1 EAST 53RD STREETNEW YORKNY10022PCTHE ARTS$7,500
PUBLIC THEATER
425 LAFAYETTE STREETNEW YORKNY10003PCTHE ARTS$6,000
PUTNEY SCHOOL
418 HOUGHTON BROOK RDPUTNEYVT05346PCEDUCATION$10,000
RAZOM INC
140 2ND AVE STE 305NEW YORKNY10003PCCHARITABLE$10,000
REACH AND TEACH MINISTRY INC
455 MASTEN STREET NWPALM BAYFL32907PCCHARITABLE$2,500
REACH AND TEACH MINISTRY INC
455 MASTEN STREET NWPALM BAYFL32907PCCHARITABLE$2,500
REACH AND TEACH MINISTRY INC
455 MASTEN STREET NWPALM BAYFL32907PCCHARITABLE$10,000
RILEY SANDLER MEMORIAL FOUNDATION
30 THIRD AVE ROOM 203BROOKLYNNY11217PCCHARITABLE$1,500
RINGLING COLLEGE OF ART AND DESIGN
2700 NORTH TAMIAMI TRAILSARASOTAFL34234PCEDUCATION$5,000
RINGLING COLLEGE OF ART AND DESIGN
2700 NORTH TAMIAMI TRAILSARASOTAFL34234PCEDUCATION$2,500
SAFE HORIZON
2 LAFAYETTE STREET 3RD FLOORNEW YORKNY10007PCCHARITABLE$1,500
SAFE PLACE AND RAPE CRISIS CENTER
2139 MAIN STREETSARASOTAFL34237PCCHARITABLE$2,500
SAFE PLACE AND RAPE CRISIS CENTER
2139 MAIN STREETSARASOTAFL34237PCCHARITABLE$3,000
SALVATION ARMY MIAMI AREA COMMAND
1907 NW 38TH STREETMIAMIFL33142PCCHARITABLE$1,500
SALVATION ARMY OF GREATER NEW YORK
120 WEST 14TH STREETNEW YORKNY10011PCCHARITABLE$2,000
SARASOTA BRADENTON KAPPA ALPHA PSI
PO BOX 573TALLAVASTFL34270PCCHARITABLE$3,000
SARASOTA- MANATEE JEWISH HOUSING COUNCIL
1951 N HONORE AVESARASOTAFL34235PCCHARITABLE$2,000
SARASOTA SUNCOAST COMMUNITY CHURCH
8000 HAWKINS ROADSARASOTAFL34241PCCHARITABLE$5,000
SARASOTA SUNCOAST COMMUNITY CHURCH
8000 HAWKINS ROADSARASOTAFL34241PCCHARITABLE$10,000
SCHOOL OF AMERICAN BALLET INC
70 LINCOLN CENTER PLAZA 5TH FLOORNEW YORKNY10023PCEDUCATION$5,000
SECOND CHANCE-LAST OPPORTUNITY
1933 DR MLK JR WAYSARASOTAFL34234PCCHARITABLE$3,000
SECOND CHANCE-LAST OPPORTUNITY
1933 DR MLK JR WAYSARASOTAFL34234PCCHARITABLE$5,000
SECOND CHANCE-LAST OPPORTUNITY
1933 DR MLK JR WAYSARASOTAFL34234PCCHARITABLE$2,000
SECOND CHANCE-LAST OPPORTUNITY
1933 DR MLK JR WAYSARASOTAFL34234PCCHARITABLE$2,500
SECOND HEART HOMES INC
5190 26TH STREET WEST - UNIT ASARASOTAFL34207PCCHARITABLE$4,000
SEEDING LABS A NONPROFIT CORPORATION
25 DORCHESTER AVE 51914BOSTONMA02205PCCHARITABLE$1,000
SEVENTH REGIMENT ARMORY CONSERVANCY
643 PARK AVENUENEW YORKNY10065PCCHARITABLE$2,500
SISTER CITIES ESSEX HAITI INC
PO BOX 26ESSEXCT06426PCEDUCATION$4,000
SOCRATES SCULPTURE PARK
PO BOX 6259 32-01 VERNON BLVDLONG ISLAND CITYNY11106PCTHE ARTS$4,000
SOUTHAMPTON FRESH AIR HOME
36 BAKERS ISLAND RDSOUTHAMPTONNY11968PCCHARITABLE$4,000
SOUTHERN POVERTY LAW CENTER
400 WASHINGTON AVEMONTGOMERYAL36104PCCHARITABLE$10,000
SPANISH THEATRE REPERTORY COMPANY
138 EAST 27TH STREETNEW YORKNY10016PCTHE ARTS$2,500
SPENCE-CHAPIN SERVICES TO FAMILIES
120 EAST 16TH STREET 11 FLNEW YORKNY10003PCCHARITABLE$5,000
ST GEORGE'S SCHOOL
PO BOX 1910NEWPORTRI02840PCEDUCATION$2,500
STEM FROM DANCE
315 EMPIRE BLVD 250562BROOKLYNNY11225PCTHE ARTS$1,500
STORM KING ART CENTER
1 MUSEUM ROADNEW WINDSORNY12553PCTHE ARTS$6,000
SUNRISE MOVEMENT EDUCATION FUND
712 H ST NE UNIT626WASHINGTONDC20002PCCHARITABLE$2,500
TAMPA BAY WATCH INC
3000 PINELLAS BAYWAY SOUTHTIERRA VERDEFL33715PCCHARITABLE$2,000
TEMPLE EMANU-EL OF SARASOTA
151 MCINTOSH RDSARASOTAFL34232PCCHARITABLE$7,500
THE BRONX MUSEUM OF THE ARTS
1040 GRAND CONCOURSEBRONXNY10456PCTHE ARTS$6,000
TRUST FOR GOVERNORS ISLAND
10 SOUTH STREET - SLIP 7NEW YORKNY10004PCCHARITABLE$5,000
UNION OF CONCERNED SCIENTISTS
TWO BRATTLE SQUARECAMBRIDGEMA02138PCCHARITABLE$10,000
UNITED HOSPITAL FUND OF NEW YORK
1411 BROADWAY 12TH FLNEW YORKNY10018PCMEDICAL$1,500
UNIVERSAL HIP HOP MUSEUM
PO BOX 6001BRONXNY10451PCCHARITABLE$1,500
UNIVERSAL SHAIVA FELLOWSHIP
9709 SE TOWER DRIVEBORINGOR97089PCEDUCATION$10,000
UNIVERSAL SHAIVA FELLOWSHIP
9709 SE TOWER DRIVEBORINGOR97089PCEDUCATION$5,000
VANGUARD SCHOOL
22000 US HIGHWAY 27LAKE WELLSFL33859PCEDUCATION$15,000
VERMONT STUDIO CENTER
80 PEARL STREETJOHNSONVT05656PCTHE ARTS$6,000
VISUAL AIDS FOR THE ARTS
526 WEST 26TH STREET 309NEW YORKNY10001PCMEDICAL$2,500
VIZCAYA MUSEUM AND GARDENS TRUST INC
3251 SOUTH MIAMI AVENUEMIAMIFL33129PCTHE ARTS$7,500
VOLUNTEER LAWYERS FOR THE ARTS
729 7TH AVENUE STE 1401NEW YORKNY10019PCCHARITABLE$2,500
WADSWORTH ATHENEUM
600 MAIN STREETHARFORDCT06103PCTHE ARTS$1,500
WASSAIC PROJECT
37 FURNACE BANK ROADWASSAICNY12592PCTHE ARTS$10,000
WASSAIC PROJECT
37 FURNACE BANK ROADWASSAICNY12592PCTHE ARTS$6,000
WHITNEY MUSEUM OF AMERICAN ART
99 GANSEVOORT STREETNEW YORKNY10014PCTHE ARTS$10,000
WOLFSONIAN
1001 WASHINGTON AVEMIAMI BEACHFL33139PCTHE ARTS$10,000
WOMEN'S HOUSING AND ECONOMIC DEVELOP
50 EAST 168TH STREETBRONXNY10452PCCHARITABLE$2,000
WOMEN'S STUDIO WORKSHOP
722 BINNEWATER LANEKINGSTONNY12401PCTHE ARTS$10,000
WOMEN'S STUDIO WORKSHOP
722 BINNEWATER LANEKINGSTONNY12401PCTHE ARTS$10,000
YOUNG AUDIENCES OF NEW YORK
1 EAST 53RD ST 9TH FLNEW YORKNY10022PCEDUCATION$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,348,750TotalGrantOrContriPdDurYrAmt
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$5,348ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$683,137ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion41ExclusionCd
Exclusion$9,481ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$258,767ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$956,733ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$956,733TotalIncomeProducingActyAmt

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

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCHARLES SCHWAB 6524 - CORPORATE BONDSBondNm
EOY Book Value$1,009,580EOYBookValueAmt
EOYFMV$979,627EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CHARLES SCHWAB 6524 - CORPORATE STOCKS$3,611,312$7,473,787
CHARLES SCHWAB 6524 - ETFS$208,509$220,500
CHARLES SCHWAB 6524 - MONEY MARKET FUNDS$2,197$2,197
SNOWDEN TFT-305313 - CORPORATE STOCKS & ETFS$3,784,310$10,711,583
SNOWDEN TFT-305313 - ETFS & MUTUAL FDS - FIXED$3,366,978$3,203,749
SNOWDEN TFT-305313 - MUTUAL FDS - BALANCED$228,296$213,605

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$1,415,800USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$1,383,547USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
POSTAGE$535$0$535
OFFICE SUPPLIES$439$0$439
OFFICE SOFTWARE$3,187$0$3,187
BANK FEE - CHECKING$50$0$50
COMPUTER INTERNET$168$0$168
CONSULTANT FEES - BOOKKEEPING$59,920$36,947$22,973
CONSULTANT FEES - NETWORK ADMINISTRATOR$6,000$0$6,000
ADR FEE - SCHWAB$417$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
ENERGY TRANSFER$2,652$2,665$0
ET IN EXCESS OF BASIS$6,829$6,842$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADVISOR FEES - KERR MORGAN STANLEY$24,760$24,760$0
ADVISOR FEES - WHALEN$39,659$39,659$0
ADVISORY FEES - KERR SNOWDEN$97,037$97,162$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAXES$35,000$0$0
FOREIGN TAXES$0$5,730$0

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