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
- Form 990-PF
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T21:06:03-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 862498816 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BASKEVICH LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 143 NIXON AVE | AddressLine1Txt |
| City | STATEN ISLAND | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 103044413 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136090295 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COWLES CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COWL | BusinessNameControlTxt |
| Phone | 7189389762 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 50027 | AddressLine1Txt |
| City | STATEN ISLAND | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10305 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIE BASKEVICH | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7189389762 | PhoneNum |
| Signature | 2024-12-15 | 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) |
|---|---|---|
| PTIN | P01349034 | PTIN |
| Phone | 7189389762 | PhoneNum |
| Preparation | 2024-11-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $24,482,825 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,348 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,348 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $683,137 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $691,240 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $258,767 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,113,498 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $258,767 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $9,481 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $9,507 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $956,733 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $964,862 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $109,583 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $73,059 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $36,524 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $161,456 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $161,581 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $35,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,730 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $14,637 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $14,637 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $70,716 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $36,947 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $33,352 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $391,392 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $277,317 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $84,513 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,348,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,348,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,740,142 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $277,317 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,433,263 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$783,409 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $687,545 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $193,191 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $294,230 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $294,230 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,710,781 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,415,800 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,383,547 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $11,795,212 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,201,602 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $21,825,421 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,005,437 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,009,580 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $979,627 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $14,704,621 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,921,212 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,482,825 | 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 | $14,704,621 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,921,212 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,704,621 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,921,212 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,704,621 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,921,212 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,704,621 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$783,409 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $13,921,212 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,921,212 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (32 entries)
| PropertyPropertyDesc | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| SNOWDEN TFT-305313 | $0 | $0 | |||||
| ISHARES SILVER TR | $0 | $0 | 2023-12-31 | $99 | $99 | ||
| SPDR GOLD TR GOLD | $0 | $0 | 2023-12-31 | $499 | $499 | ||
| MORGAN STANLEY 046708 | $0 | $0 | |||||
| ISHARES SILVER TR - MS | $0 | $0 | 2023-12-31 | $31 | $31 | ||
| SPDR GOLD TR GOLD - MS | $0 | $0 | 2023-12-31 | $229 | $229 | ||
| SCHWAB 6524 | $0 | $0 | |||||
| SCHWAB 6524 | -$474 | -$474 | 2023-12-31 | $474 | |||
| AMERICAN TOWER CORP | $57,960 | $57,960 | 2023-05-05 | $98,154 | $40,194 | 2013-10-28 | |
| APPLE INC | $68,536 | $68,536 | 2023-11-14 | $75,051 | $6,515 | 2013-01-24 | |
| DEERE & CO | $34,489 | $34,489 | 2023-09-20 | $40,748 | $6,259 | 2009-05-21 | |
| FT ETF NORTH AMERICA | $2,053 | $2,053 | 2023-05-05 | $26,880 | $24,827 | 2017-08-31 | |
| HOME DEPOT INC | $28,320 | $28,320 | 2023-09-20 | $31,488 | $3,168 | 2009-12-03 | |
| NUVEEN REAL ASSET INC | -$12,502 | -$12,502 | 2023-12-11 | $80,240 | $92,742 | 2015-01-29 | |
| PACER FDS TR BENCHMARK | -$7,225 | -$7,225 | 2023-11-27 | $28,325 | $35,550 | 2020-12-31 | |
| MORGAN STANLEY 046708 | $0 | $0 | |||||
| ISHARES TR ISHARES 1-5 YR ST | -$8,535 | -$8,535 | 2023-02-01 | $155,873 | $164,408 | 2009-12-03 | |
| JPMORGAN STRAT INC OPP SEL | -$2,882 | -$2,882 | 2023-02-03 | $70,949 | $73,831 | 2014-03-20 | |
| SCHWAB 6524 | $0 | $0 | |||||
| APPLE INC | $33,440 | $33,440 | 2023-02-14 | $37,434 | $3,994 | 2012-02-03 | |
| TRUIST FINL CORP FKA BB&T CORP | -$2,905 | -$2,905 | 2023-11-07 | $51,849 | $54,754 | 2016-01-29 | |
| DIGITAL REALTY TR | $12,287 | $12,287 | 2023-01-10 | $84,815 | $72,528 | 2016-11-16 | |
| MICROSOFT CORP | $56,166 | $56,166 | 2023-05-26 | $66,527 | $10,361 | 2016-05-13 | |
| TAIWAN SMCNDCTR MFG CO LTD ADR | $100,351 | $100,351 | 2023-01-19 | $125,248 | $24,897 | 2013-09-11 | |
| VANGUARD FTSE EMERGING MARKETS ETF | -$1,539 | -$1,539 | 2023-11-14 | $39,950 | $41,489 | 2010-09-01 | |
| VERIZON COMMUNICATIONS COM | -$42,363 | -$42,363 | 2023-11-30 | $130,445 | $172,808 | 2014-01-30 | |
| WALT DISNEY CO | -$32,675 | -$32,675 | 2023-09-06 | $44,492 | $77,167 | 2020-02-14 | |
| MCDONALDS CORP 3.35% DUE 04/01/23 | -$13,849 | -$13,849 | 2023-04-01 | $250,000 | $263,849 | 2021-04-01 | |
| US TREAS BONDS 6.25% DTD 08/15/9 | -$11,016 | -$11,016 | 2023-08-15 | $250,000 | $261,016 | 1998-01-02 | |
| US TREAS NOTE 2.875% DUE 10/31/23 | -$3,730 | -$3,730 | 2023-10-31 | $249,031 | $252,761 | 2022-03-31 | |
| US TREAS NOTE 2.75% DUE 04/30/23 | -$454 | -$454 | 2023-04-30 | $169,827 | $170,281 | 2018-08-24 | |
| Capital Gains Dividends | $5,314 | $5,314 | $5,314 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $258,767 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,557 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,557 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,557 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,358 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $35,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $55,358 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $45,801 | OverpaymentAmt |
| Applied To ES Tax | $45,801 | 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 | 0 | 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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | COWLESCHARITABLETRUST.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JULIE BASKEVICH TREASURER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7189389762 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 143 NIXON AVE | AddressLine1Txt |
| City | STATEN ISLAND | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10304 | 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 (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GARDNER COWLES III | ||||||||
| PO BOX 50027 | STATEN ISLAND | NY | 10305 | TRUSTEE EMERITUS | 0.00 | $0 | $0 | $0 |
| JULIE BASKEVICH | ||||||||
| PO BOX 50027 | STATEN ISLAND | NY | 10305 | TREASURER AND SECRETARY | 20.00 | $105,416 | $0 | $0 |
| LOIS ELEANOR HARRISON | ||||||||
| PO BOX 50027 | STATEN ISLAND | NY | 10305 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KATE COWLES NICHOLS | ||||||||
| PO BOX 50027 | STATEN ISLAND | NY | 10305 | TRUSTEE EMERITUS | 0.00 | $0 | $0 | $0 |
| VIRGINIA COWLES SCHROTH | ||||||||
| PO BOX 50027 | STATEN ISLAND | NY | 10305 | CHAIRMAN AND TRUSTEE | 2.00 | $0 | $0 | $0 |
| JAN S COWLES | ||||||||
| PO BOX 50027 | STATEN ISLAND | NY | 10305 | TRUSTEE EMERITUS | 0.00 | $0 | $0 | $0 |
| CHARLES COWLES | ||||||||
| PO BOX 50027 | STATEN ISLAND | NY | 10305 | TRUSTEE EMERITUS | 0.00 | $0 | $0 | $0 |
| JOHN PATRICK HARRISON | ||||||||
| PO BOX 50027 | STATEN ISLAND | NY | 10305 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ELIZABETH STRAUSS | ||||||||
| PO BOX 50027 | STATEN ISLAND | NY | 10305 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KATE STRAUSS LONG | ||||||||
| PO BOX 50027 | STATEN ISLAND | NY | 10305 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LISE CHARLIER | ||||||||
| PO BOX 50027 | STATEN ISLAND | NY | 10305 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BETTY FLEMING | ||||||||
| PO BOX 50027 | STATEN ISLAND | NY | 10305 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MATTHEW SCHROTH | ||||||||
| PO BOX 50027 | STATEN ISLAND | NY | 10305 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| GWEN STRAUSS | ||||||||
| PO BOX 50027 | STATEN ISLAND | NY | 10305 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARY CROFT | ||||||||
| PO BOX 219 | RUMSON | NJ | 07760 | TREASURER | 1.00 | $4,167 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JULIE BASKEVICH | |||||
| 143 NIXON AVE | STATEN ISLAND | NY | 10304 | SECRETARY AND TREASURER | $115,000 |
| MARY CROFT | |||||
| PO BOX 219 | RUMSON | NJ | 07760 | BOOKS | $50,004 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $23,269,500 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $462,326 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,731,826 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,731,826 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $355,977 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,375,849 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,168,792 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,168,792 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,557 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,557 | TotalTaxAmt |
| Distributable Before Adj | $1,159,235 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,159,235 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,159,235 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,433,263 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,433,263 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,159,235 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $216,828 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $292,283 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $265,534 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $123,343 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $144,848 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,042,836 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,433,263 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,159,235 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $274,028 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,316,864 | 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 | $216,828 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,100,036 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $292,283 | ExcessFromYear4Amt |
| Excess From Year3 | $265,534 | ExcessFromYear3Amt |
| Excess From Year2 | $123,343 | ExcessFromYear2Amt |
| Excess From Year1 | $144,848 | ExcessFromYear1Amt |
| Excess From Current Year | $274,028 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JULIE BASKEVICH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 50027 | AddressLine1Txt |
| City | STATEN ISLAND | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7189389762 | RecipientPhoneNum |
| Recipient Email Address | SUBMISSIONS@COWLESCHARITABLETRUST.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (276 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 92ND STREET Y | |||||||
| 1395 LEXINGTON AVENUE | NEW YORK | NY | 10128 | PC | THE ARTS | $2,500 | |
| ACTION CENTER - ENERGY JUSTICE NETWORK | |||||||
| 1434 ELBRIDGE ST | PHILADELPHIA | PA | 19149 | PC | CHARITABLE | $1,000 | |
| ALDRICH CONTEMPORARY ART MUSEUM | |||||||
| 258 MAIN STREET | RIDGEFIELD | CT | 06877 | PC | THE ARTS | $5,000 | |
| ALGALITA MARINE RESEARCH AND EDUCATION | |||||||
| 148 NORTH MARINA DRIVE | LONG BEACH | CA | 90803 | PC | CHARITABLE | $1,500 | |
| ALLEN-STEVENSON SCHOOL | |||||||
| 132 EAST 78TH STREET | NEW YORK | NY | 10075 | PC | EDUCATION | $3,000 | |
| ALLIANCE FOR YOUNG ARTISTS & WRITERS | |||||||
| 557 BROADWAY | NEW YORK | NY | 10012 | PC | THE ARTS | $2,000 | |
| ALVIN AILEY DANCE FOUNDATION INC | |||||||
| 405 WEST 55TH STREET | NEW YORK | NY | 10019 | PC | THE ARTS | $2,500 | |
| AMERICAN CIVIL LIBERTIES UNION | |||||||
| 125 BROAD STREET 18TH FL | NEW YORK | NY | 10004 | PC | CHARITABLE | $3,000 | |
| AMERICAN FEDERATION OF ARTS | |||||||
| 305 EAST 47TH STREET 10TH FL | NEW YORK | NY | 10017 | PC | THE ARTS | $5,000 | |
| AMERICAN MUSEUM OF NATURAL HISTORY | |||||||
| CENTRAL PARK WEST 79TH ST | NEW YORK | NY | 10024 | PC | EDUCATION | $1,500 | |
| AMERICAN RED CROSS | |||||||
| PO BOX 37839 | BOONE | IA | 50037 | PC | CHARITABLE | $10,000 | |
| AMERICAN RED CROSS | |||||||
| PO BOX 37839 | BOONE | IA | 50037 | PC | CHARITABLE | $10,000 | |
| AMERICAN RED CROSS NJ | |||||||
| 1540 WEST PARK AVENUE | OCEAN | NJ | 07712 | PC | CHARITABLE | $7,500 | |
| AMERICAS SOCIETY INC | |||||||
| 680 PARK AVENUE | NEW YORK | NY | 10065 | PC | CHARITABLE | $2,500 | |
| AMERICAS SOCIETY INC | |||||||
| 680 PARK AVENUE | NEW YORK | NY | 10065 | PC | CHARITABLE | $7,500 | |
| AMFAR THE AMERICAN FOUNDATION FOR AIDS RESEARCH | |||||||
| 120 WALL STREET13TH FLOOR | NEW YORK | NY | 10005 | PC | MEDICAL | $4,000 | |
| APOLLO PACT INC | |||||||
| 25 TUDOR CITY PL 212 | NEW YORK | NY | 10017 | PC | MEDICAL | $4,500 | |
| APOLLO PACT INC | |||||||
| 25 TUDOR CITY PL 212 | NEW YORK | NY | 10017 | PC | MEDICAL | $1 | |
| APOLLO PACT INC | |||||||
| 25 TUDOR CITY PL 212 | NEW YORK | NY | 10017 | PC | MEDICAL | $2,999 | |
| ARCHITECTURAL LEAGUE OF NEW YORK | |||||||
| 594 BROADWAY STE 607 | NEW YORK | NY | 10012 | PC | CHARITABLE | $1,500 | |
| ART COUNCIL INC | |||||||
| 45 MAIN STREET STE 515 | BROOKLYN | NY | 10024 | PC | THE ARTS | $5,000 | |
| ART EFFECT OF THE HUDSON VALLEY INC | |||||||
| 45 PERSHING AVENUE | POUGHKEEPSIE | NY | 12601 | PC | THE ARTS | $5,000 | |
| ART EFFECT OF THE HUDSON VALLEY INC | |||||||
| 45 PERSHING AVE | POUGHKEEPSIE | NY | 12601 | PC | THE ARTS | $10,000 | |
| ART21 INC | |||||||
| 231 WEST 29TH STR STE 706 | NEW YORK | NY | 10001 | PC | THE ARTS | $5,000 | |
| ART21 INC | |||||||
| 231 WEST 29TH STREET STE 706 | NEW YORK | NY | 10001 | PC | THE ARTS | $2,500 | |
| ARTISTS IN RESIDENCE IN EVERGLADES INC | |||||||
| 1951 NW 7TH AVE 600 | MIAMI | FL | 33136 | PC | THE ARTS | $1,500 | |
| ARTISTS SPACE | |||||||
| 11C CORTLANDT ALLEY | NEW YORK | NY | 10013 | PC | THE ARTS | $10,000 | |
| ARTISTS SPACE | |||||||
| 11C CORTLANDT ALLEY | NEW YORK | NY | 10013 | PC | THE ARTS | $10,000 | |
| ARTS MID-HUDSON INC | |||||||
| 696 DUTCHESS TPKE STE F | POUGHKEEPSIE | NY | 12603 | PC | THE ARTS | $5,000 | |
| ARTS MID-HUDSON INC | |||||||
| 696 DUTCHESS TPKE STE F | POUGHKEEPSIE | NY | 12603 | PC | THE ARTS | $10,000 | |
| ASSOCIATION FOR ENCOURAGEMENT OF CHIDREN'S CREATIVITY | |||||||
| PO BOX 687 | WEBSTER | NY | 14580 | PC | EDUCATION | $1,000 | |
| BALTIMORE EDUCATIONAL SCHOLARSHIP TRUST | |||||||
| 808 NORTH CHARLES STR | BALTIMORE | MD | 21201 | PC | EDUCATION | $5,000 | |
| BARD GRADUATE CENTER | |||||||
| 18 WEST 86TH STR | NEW YORK | NY | 10024 | PC | EDUCATION | $7,500 | |
| BAY JOURNAL MEDIA | |||||||
| PO BOX 300 | MAYO | MD | 21106 | PC | CHARITABLE | $1,500 | |
| BIKES FOR TYKES INC | |||||||
| 5950 COPE LANE | NAPLES | FL | 34112 | PC | CHARITABLE | $1,000 | |
| BLACKSMITH INSTITUTE | |||||||
| 475 RIVERSIDE DRIVE STE 860 | NEW YORK | NY | 10115 | PC | MEDICAL | $1,500 | |
| BOFFO | |||||||
| 85 KENMARE ST | NEW YORK | NY | 10012 | PC | THE ARTS | $1,000 | |
| BOOK FAIRIES | |||||||
| 70 NORTH MAIN STR | FREEPORT | NY | 11520 | PC | EDUCATION | $1,500 | |
| BOTHERS REDEFINING OPPORTUNITY EXPERIENCE FDN | |||||||
| 1009 PUTNAM AVE 2A | BROOKLYN | NY | 11211 | PC | CHARITABLE | $1,000 | |
| BOWERY MISSION | |||||||
| 90 LAFAYETTE STREET 6TH FL | NEW YORK | NY | 10013 | PC | CHARITABLE | $2,500 | |
| BRADY CENTER TO PREVENT GUN VIOLENCE | |||||||
| 840 FIRST ST NE STE 400 | WASHINGTON | DC | 20002 | PC | CHARITABLE | $5,000 | |
| BRIDGE FUND OF NEW YORK INC | |||||||
| 271 MADISON AVENUE 907 | NEW YORK | NY | 10016 | PC | CHARITABLE | $7,500 | |
| BROOKLYN ACADEMY OF MUSIC | |||||||
| 30 LAFAYETTE AVE | BROOKLYN | NY | 11217 | PC | THE ARTS | $1 | |
| BROOKLYN ACADEMY OF MUSIC | |||||||
| 30 LAFAYETTE AVE | BROOKLYN | NY | 11217 | PC | THE ARTS | $5,999 | |
| BROOKLYN BOTANIC GARDEN | |||||||
| 1000 WASHINGTON AVE | BROOKLYN | NY | 11225 | PC | THE ARTS | $3,000 | |
| BROOKLYN BUREAU OF COMMUNITY SERVICE | |||||||
| PO BOX 24630 | BROOKLYN | NY | 11202 | PC | CHARITABLE | $3,500 | |
| BROOKLYN MUSEUM | |||||||
| 200 EASTERN PARKWAY | BROOKLYN | NY | 11238 | PC | THE ARTS | $10,000 | |
| BYRD HOFFMAN WATERMILL FOUNDATION | |||||||
| 115 W 29TH STREET 10TH FL | NEW YORK | NY | 10001 | PC | THE ARTS | $6,500 | |
| CAMBRIDGE SCHOOL OF WESTON | |||||||
| 45 GEORGIAN ROAD | WESTON | MA | 02493 | PC | EDUCATION | $10,000 | |
| CAMBRIDGE SCHOOL OF WESTON | |||||||
| 45 GEORGIAN ROAD | WESTON | MA | 02493 | PC | EDUCATION | $10,000 | |
| CAMILLUS HOUSE | |||||||
| 1603 NW 7TH AVENUE | MIAMI | FL | 33136 | PC | CHARITABLE | $3,500 | |
| CANDID | |||||||
| 32 OLD SLIP - 24TH FL | NEW YORK | NY | 10005 | PC | EDUCATION | $2,500 | |
| CANOPY CANOPY CANOPY | |||||||
| 264 CANAL STREET 3W | NEW YORK | NY | 10013 | PC | CHARITABLE | $1,500 | |
| CASA FAMILIA INC | |||||||
| 1550 DOUGLAS RD STE 280 | MIAMI | FL | 33134 | PC | CHARITABLE | $1,500 | |
| CASA VALENTINA | |||||||
| 2103 CORAL WAY 2ND FL | MIAMI | FL | 33145 | PC | CHARITABLE | $2,000 | |
| CENTER FOR ALTERNATIVE SENTENCING AND EMPLOYMENT SERVICES (CASES) | |||||||
| 151 LAWRENCE STREET 3RD FL | BROOKLYN | NY | 11201 | PC | CHARITABLE | $10,000 | |
| CENTER FOR SPIRITUAL AND ETHICAL EDUCATION | |||||||
| 910 M STREET - NW - STE 722 | WASHINGTON | DC | 20001 | PC | EDUCATION | $1 | |
| CENTER FOR SPIRITUAL AND ETHICAL EDUCATION | |||||||
| 910 M STREET - NW - STE 722 | WASHINGTON | DC | 20001 | PC | EDUCATION | $4,999 | |
| CENTER FOR SPIRITUAL AND ETHICAL EDUCATION | |||||||
| 910 M STREET - NW - STE 722 | WASHINGTON | DC | 20001 | PC | EDUCATION | $5,000 | |
| CENTERSTONE OF FLORIDA INC | |||||||
| 391 6TH AVENUE WEST | BRADENTON | FL | 34205 | PC | MEDICAL | $2,500 | |
| CENTRAL PARK CONSERVANCY INC | |||||||
| 14 EAST 60TH STR | NEW YORK | NY | 10022 | PC | CHARITABLE | $5,000 | |
| CHILDREN FIRST INC | |||||||
| 1723 N ORANGE AVENUE | SARASOTA | FL | 34234 | PC | CHARITABLE | $1,500 | |
| CHILDREN'S HOME SOCIETY OF FLORIDA | |||||||
| 3335 FOREST HILL BLVD | WEST PALM BEACH | FL | 33406 | PC | CHARITABLE | $1,500 | |
| CHILDREN'S MUSEUM OF THE ARTS | |||||||
| PO BOX 1011 | NEW YORK | NY | 10276 | PC | THE ARTS | $5,000 | |
| CHINATI FOUNDATION | |||||||
| PO BOX 1135 | MARFA | TX | 79843 | PC | THE ARTS | $7,500 | |
| CITY PARKS FOUNDATION | |||||||
| 830 FIFTH AVENUE | NEW YORK | NY | 10065 | PC | CHARITABLE | $5,000 | |
| CITY REPORT | |||||||
| 85 BROAD STREET 12TH FL | NEW YORK | NY | 10004 | PC | CHARITABLE | $2,000 | |
| CITYARTS | |||||||
| 77 BLEECKER STREET C2-18 | NEW YORK | NY | 10012 | PC | THE ARTS | $3,500 | |
| CITYMEALS-ON-WHEELS | |||||||
| 355 LEXINGTON AVE THIRD FL | NEW YORK | NY | 10017 | PC | CHARITABLE | $5,000 | |
| CIVIL LIBERTIES DEFENSE CENTER | |||||||
| 1430 WILLAMETTE ST NO 350 | EUGENE | OR | 97401 | PC | CHARITABLE | $1,000 | |
| CLEAN AND HEALTHY NEW YORK INC | |||||||
| 25 ELK STREET GARDEN SUITE | ALBANY | NY | 12207 | PC | CHARITABLE | $1,500 | |
| COLUMBIA UNIVERSITY | |||||||
| 622 W 113TH STR MAIL CODE 4524 | NEW YORK | NY | 10025 | PC | EDUCATION | $2,500 | |
| COUNCIL ON THE ENVIRONMENT INC (GROWNYC) | |||||||
| PO BOX 2327 | NEW YORK | NY | 10272 | PC | CHARITABLE | $5,000 | |
| CREATIVE TIME INC | |||||||
| 59 EAST 4TH STREET 6TH FL | NEW YORK | NY | 10003 | PC | THE ARTS | $10,000 | |
| CREATIVE TIME INC | |||||||
| 59 EAST 4TH STREET 6TH FL | NEW YORK | NY | 10003 | PC | THE ARTS | $5,000 | |
| CROHN'S & COLITIS FOUNDATION - NJ CHAPTER | |||||||
| PO BOX 1170 | EATONTOWN | NJ | 07724 | PC | MEDICAL | $6,000 | |
| CROHN'S & COLITIS FOUNDATION - NY CHAPTER | |||||||
| 120 BROADWAY - STE 1050A | NEW YORK | NY | 10271 | PC | MEDICAL | $6,000 | |
| CUMBERLAND UNIVERSITY | |||||||
| 6191 COLLEGE STATION DRIVE | WILLIAMSBURG | KY | 40769 | PC | EDUCATION | $10,000 | |
| CURATORIAL PROGRAM FOR RESEARCH | |||||||
| 557 LORIMER STREET | BROOKLYN | NY | 11211 | PC | THE ARTS | $1 | |
| CURATORIAL PROGRAM FOR RESEARCH | |||||||
| 557 LORIMER STREET | BROOKLYN | NY | 11211 | PC | THE ARTS | $1,499 | |
| DES MOINES SYMPHONY | |||||||
| 1011 LOCUST STREET STE 200 | DES MOINES | IA | 50309 | PC | THE ARTS | $6,000 | |
| DEVELOPING RADIO PARTNERS | |||||||
| 712 H STREET NE BOX 96915 | WASHINGTON | DC | 20002 | PC | CHARITABLE | $1,500 | |
| DIA ART FOUNDATION | |||||||
| 535 WEST 22ND STR 6TH FL | NEW YORK | NY | 10011 | PC | THE ARTS | $5,000 | |
| DIA ART FOUNDATION | |||||||
| 535 WEST 22ND STR 6TH FL | NEW YORK | NY | 10011 | PC | THE ARTS | $5,000 | |
| DIMENSIONS VARIABLE | |||||||
| 101 NW 79TH STREET | MIAMI | FL | 33150 | PC | THE ARTS | $1,500 | |
| DOCS IN PROGRESS | |||||||
| 3203 LELAND STREET | CHEVY CHASE | MD | 20815 | PC | THE ARTS | $5,000 | |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR STREET 16TH | NEW YORK | NY | 10006 | PC | MEDICAL | $5,000 | |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR STREET 16TH | NEW YORK | NY | 10006 | PC | MEDICAL | $10,000 | |
| DOE FUND | |||||||
| 345 EAST 102ND STREET 305 | NEW YORK | NY | 10029 | PC | CHARITABLE | $5,000 | |
| DOE FUND | |||||||
| 345 EAST 102ND STREET 305 | NEW YORK | NY | 10029 | PC | CHARITABLE | $5,000 | |
| DRAWING CENTER | |||||||
| 35 WOOSTER STREET | NEW YORK | NY | 10013 | PC | THE ARTS | $5,000 | |
| EAGLEBROOK SCHOOLALLEN CHASE FOUNDATION | |||||||
| 271 PINE NOOK ROAD | DEERFIELD | MA | 01342 | PC | EDUCATION | $10,000 | |
| EAST SIDE HOUSE INC | |||||||
| 337 ALEXANDER AVENUE | BRONX | NY | 10454 | PC | CHARITABLE | $2,500 | |
| EDUCATION THROUGH MUSIC | |||||||
| 122 EAST 42ND STREET STE 1501 | NEW YORK | NY | 10168 | PC | EDUCATION | $1,500 | |
| EVIDENT CHANGE | |||||||
| 426 S YELLOWSTONE DRIVE | MADISON | WI | 53719 | PC | CHARITABLE | $10,000 | |
| FAIRNESS AND ACCURACY IN REPORTING | |||||||
| 124 WEST 30TH STREET STE 201 | NEW YORK | NY | 10001 | PC | CHARITABLE | $5,000 | |
| FIGHTING CHANCE | |||||||
| PO BOX 1358 | SAG HARBOR | NY | 11963 | PC | MEDICAL | $5,000 | |
| FILM FORUM | |||||||
| 209 W HUDSON ST | NEW YORK | NY | 10014 | PC | THE ARTS | $1,500 | |
| FLORIDA CRAFTART | |||||||
| 501 CENTRAL AVENUE | ST PETERSBURG | FL | 33701 | PC | THE ARTS | $5,000 | |
| FLORIDA JUSTICE INSTITUTE INC | |||||||
| PO BOX 370747 | MIAMI | FL | 33025 | PC | CHARITABLE | $2,000 | |
| FOOD BANK FOR NEW YORK CITY | |||||||
| 39 BROADWAY 10TH FL | NEW YORK | NY | 10006 | PC | CHARITABLE | $5,000 | |
| FORTUNE SOCIETY | |||||||
| 29-76 NORTHERN BLVD | LONG ISLAND CITY | NY | 11101 | PC | CHARITABLE | $1,500 | |
| FORTY CARROTS OF SARASOTA INC | |||||||
| 1500 S TUTTLE AVENUE | SARASOTA | FL | 34239 | PC | EDUCATION | $1,500 | |
| FOUNDATION FOR CONTEMPORARY ARTS | |||||||
| 820 GREENWICH STREET | NEW YORK | NY | 10014 | PC | THE ARTS | $7,500 | |
| FRACTURED ATLAS - BRIDGE INITIATIVE | |||||||
| PO BOX 55 | HARTSDALE | NY | 10530 | PC | CHARITABLE | $5,000 | |
| FRACTURED ATLAS - BRIDGE INITIATIVE | |||||||
| PO BOX 55 | HARTSDALE | NY | 10530 | PC | CHARITABLE | $30,000 | |
| FRESH AIR FUND | |||||||
| 633 3RD AVENUE 14TH FL | NEW YORK | NY | 10017 | PC | CHARITABLE | $2,500 | |
| FRESH AIR FUND | |||||||
| 633 3RD AVENUE 14TH FL | NEW YORK | NY | 10017 | PC | CHARITABLE | $2,000 | |
| FRICK COLLECTION | |||||||
| 1 EAST 70TH STREET | NEW YORK | NY | 10021 | PC | THE ARTS | $3,000 | |
| FRIENDS OF THE BASS MUSEUM | |||||||
| 2100 COLLINS AVENUE | MIAMI BEACH | FL | 33139 | PC | THE ARTS | $4,000 | |
| FRIENDS OF THE HIGH LINE | |||||||
| THE DILLER - VON FURSTENBERG | NEW YORK | NY | 10014 | PC | CHARITABLE | $3,500 | BUILDING 820 WASHINGTON STR |
| FRIENDS SCHOOL OF BALTIMORE | |||||||
| 5114 NORTH CHARLES STREET | BALTIMORE | MD | 21210 | PC | EDUCATION | $2,000 | |
| GRASP | |||||||
| 4223 BALMORAL WAY | SARASOTA | FL | 34238 | PC | CHARITABLE | $7,000 | |
| GRASP | |||||||
| 4223 BALMORAL WAY | SARASOTA | FL | 34238 | PC | CHARITABLE | $10,000 | |
| GRASP | |||||||
| 4223 BALMORAL WAY | SARASOTA | FL | 34238 | PC | CHARITABLE | $20,000 | |
| GRASP | |||||||
| 4223 BALMORAL WAY | SARASOTA | FL | 34238 | PC | CHARITABLE | $5,000 | |
| GALAPAGOS CONSERVANCY | |||||||
| 1630 CONNECTICUT AVE NW SUITE 300 | WASHINGTON | DC | 20009 | PC | CHARITABLE | $1,500 | |
| GAY MEN'S HEALTH CRISIS INC | |||||||
| 307 WEST 38TH STREET | NEW YORK | NY | 10018 | PC | CHARITABLE | $7,500 | |
| GEDCO | |||||||
| 1010 EAST 33RD STREET | BALTIMORE | MD | 21218 | PC | CHARITABLE | $2,000 | |
| GENESIS HEALTH SERVICES INC | |||||||
| 4933 CHARLES PARTIN DR | PARRISH | FL | 34219 | PC | MEDICAL | $10,000 | |
| GIRLS INC OF SARASOTA COUNTY | |||||||
| 201 S TUTTLE AVE | SARASOTA | FL | 34237 | PC | CHARITABLE | $5,000 | |
| GOD'S LOVE WE DELIVER | |||||||
| 166 AVENUE OF THE AMERICAS | NEW YORK | NY | 10013 | PC | CHARITABLE | $10,000 | |
| GRACE YEAR PROGRAM | |||||||
| PO BOX 366 | MILLBROOK | NY | 12545 | PC | CHARITABLE | $1,500 | |
| GRANT FOUNDATION | |||||||
| PO BOX 110091 | PITTSBURGH | PA | 15232 | PC | MEDICAL | $10,000 | |
| GRANT FOUNDATION | |||||||
| PO BOX 110091 | PITTSBURGH | PA | 15232 | PC | MEDICAL | $5,000 | |
| GREEN STREET ACADEMY | |||||||
| 125 NORTH HILTON STREET | BALTIMORE | MD | 21229 | PC | EDUCATION | $2,000 | |
| GREYHOUND ADVANCEMENT CENTER | |||||||
| 6643 BUTLERS CREST DR | BRADENTON | FL | 34203 | PC | CHARITABLE | $5,000 | |
| GUADALUPE CENTER | |||||||
| 509 HOPE CIRCLE | IMMOKALEE | FL | 34142 | PC | CHARITABLE | $2,000 | |
| GUGGENHEIM MUSEUM | |||||||
| 1071 5TH AVENUE | NEW YORK | NY | 10128 | PC | THE ARTS | $10,000 | |
| GUTTMATCHER INSTITUTE | |||||||
| 125 MAIDEN LANE 7TH FL | NEW YORK | NY | 10038 | PC | MEDICAL | $1,500 | |
| HAMPSHIRE COLLEGE | |||||||
| 893 WEST STREET | AMHERST | MA | 01002 | PC | EDUCATION | $5,000 | |
| HARLEM ACADEMY | |||||||
| 655 ST NICHOLAS AVENUE | NEW YORK | NY | 10030 | PC | EDUCATION | $3,000 | |
| HEALTHY HUMOR INC | |||||||
| 17 STATE STREET STE 4000 | NEW YORK | NY | 10004 | PC | CHARITABLE | $2,500 | |
| IDIGNITY | |||||||
| 424 E CENTRAL BLVD 199 | ORLANDO | FL | 32801 | PC | CHARITABLE | $1,500 | |
| INSTITUTE FOR JUSTICE AND DEMOCRACY FOR HAITI | |||||||
| 892 PLAIN ST STE 1 | MARSHFIELD | MA | 02050 | PC | CHARITABLE | $1,500 | |
| INTERNATIONAL CENTER FOR JOURNALISTS | |||||||
| 750 17TH STREET NW STE 300 | WASHINGTON | DC | 20006 | PC | EDUCATION | $5,000 | |
| INTERNATIONAL INSTITUTE FOR HUMANE EDUCATION | |||||||
| PO BOX 260 | SURRY | ME | 04684 | PC | EDUCATION | $1,500 | |
| INTERNATIONAL PRINT CENTER NY | |||||||
| 535 WEST 24TH STR | NEW YORK | NY | 10011 | PC | CHARITABLE | $2,500 | |
| INTERNATIONAL PRINT CENTER NY | |||||||
| 535 WEST 24TH STR | NEW YORK | NY | 10011 | PC | CHARITABLE | $2,000 | |
| INTREPID SEA AIR & SPACE MUSEUM | |||||||
| W 46TH STR 12TH AVE PIER 86 | NEW YORK | NY | 10036 | PC | EDUCATION | $5,000 | |
| JACK THE BIKE MAN INC | |||||||
| 420 CLAREMORE DRIVE | WEST PALM BEACH | FL | 33401 | PC | CHARITABLE | $2,000 | |
| JAZZ AT LINCOLN CENTER | |||||||
| 3 COLUMBUS CIRCLE STE 1200 | NEW YORK | NY | 10019 | PC | THE ARTS | $2,500 | |
| JEWISH FAMILY & CHILDREN'S SERVICE | |||||||
| 2688 FRUITVILLE ROAD | SARASOTA | FL | 34237 | PC | CHARITABLE | $10,000 | |
| JEWISH MUSEUM | |||||||
| 1109 FIFTH AVENUE | NEW YORK | NY | 10128 | PC | THE ARTS | $7,500 | |
| JOHN AND MABLE RINGLING MUSEUM OF ART | |||||||
| 5401 BAY SHORE ROAD | SARASOTA | FL | 34243 | PC | THE ARTS | $5,000 | |
| JOYCE THEATER FOUNDATION INC | |||||||
| 175 EIGHTH AVENUE | NEW YORK | NY | 10011 | PC | THE ARTS | $3,500 | |
| KITCHEN | |||||||
| 163B BANK STREET 4TH FL LOFT | NEW YORK | NY | 10014 | PC | THE ARTS | $5,000 | |
| KITCHEN TABLE LITERARY ARTS | |||||||
| PO BOX 5464 | TAMPA | FL | 33605 | PC | THE ARTS | $1,500 | |
| LADIES EMPOWERMENT AND ACTION PROGRAM | |||||||
| 3141 SW 8TH STREET STE A | MIAMI | FL | 33135 | PC | EDUCATION | $1,500 | |
| LAWRENCEVILLE SCHOOL | |||||||
| 2500 MAIN STREET | LAWRENCEVILLE | NJ | 08648 | PC | EDUCATION | $15,000 | |
| LAWRENCEVILLE SCHOOL | |||||||
| 2500 MAIN STREET | LAWRENCEVILLE | NJ | 08648 | PC | EDUCATION | $5,000 | |
| LAWYERS FOR GOOD GOVERNMENT FOUNDATION | |||||||
| 6218 GEORGIA AVENUE NW STE 5001 | WASHINGTON | DC | 20011 | PC | CHARITABLE | $2,000 | |
| LEARNING ALLY | |||||||
| 20 ROSZEL RD | PRINCETON | NJ | 08540 | PC | MEDICAL | $5,000 | |
| LEGAL AID SOCIETY | |||||||
| 199 WATER STREET | NEW YORK | NY | 10038 | PC | CHARITABLE | $6,500 | |
| LENOX HILL NEIGHBORHOOD HOUSE | |||||||
| 331 EAST 70TH STR | NEW YORK | NY | 10021 | PC | CHARITABLE | $10,000 | |
| LOCUST PROJECTS INC | |||||||
| 297 NE 67TH STR | MIAMI | FL | 33138 | PC | THE ARTS | $5,000 | |
| LONGHOUSE RESERVE | |||||||
| 133 HANDS CREEK ROAD | EAST HAMPTON | NY | 11937 | PC | THE ARTS | $5,000 | |
| LOUIS ARMSTRONG HOUSE MUSEUM | |||||||
| 34-56 107TH STREET | CORONA | NY | 11368 | PC | THE ARTS | $2,000 | |
| LOWE ART MUSEUM UNIVERSITY OF MIAMI | |||||||
| 1301 STANFORD DRIVE | CORAL GABLES | FL | 33146 | PC | THE ARTS | $10,000 | |
| LOWER EAST SIDE TENEMENT MUSEUM | |||||||
| 103 ORCHARD STREET | NEW YORK | NY | 10002 | PC | EDUCATION | $6,000 | |
| LOWER MANHATTAN CULTURAL CENTER | |||||||
| 125 MAIDEN LANE 2ND FL | NEW YORK | NY | 10038 | PC | THE ARTS | $5,000 | |
| LUNCH BREAK INC | |||||||
| PO BOX 2215 | RED BANK | NJ | 07701 | PC | CHARITABLE | $5,000 | |
| MADEIRA SCHOOL | |||||||
| 8328 GEORGETOWN PIKE | MCLEAN | VA | 22102 | PC | EDUCATION | $10,000 | |
| MANHATTAN SCHOOL OF MUSIC | |||||||
| 130 CLAREMONT AVE | NEW YORK | NY | 10027 | PC | EDUCATION | $1,500 | |
| MARIE SELBY BOTANICAL GARDEN | |||||||
| 1534 MOUND STREET | SARASOTA | FL | 34236 | PC | THE ARTS | $2,000 | |
| MEALS ON WHEELS OF SARASOTA | |||||||
| 421 N LIME AVE | SARASOTA | FL | 34237 | PC | CHARITABLE | $5,000 | |
| METROPOLITAN CENTER FOR MENTAL HEALTH INC | |||||||
| 160 WEST 86TH STREET | NEW YORK | NY | 10024 | PC | MEDICAL | $2,000 | |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10029 | PC | THE ARTS | $10,000 | |
| METROWEST WOMEN'S FUND | |||||||
| PO BOX 192 | WESTON | MA | 02493 | PC | CHARITABLE | $5,000 | |
| MIAMI CITY BALLET INC | |||||||
| 2200 LIBERTY AVENUE | MIAMI | FL | 33139 | PC | THE ARTS | $6,000 | |
| MIAMI-DADE COLLEGE - MIAMI BOOK FAIR | |||||||
| 300 NE SECOND AVENUE - 7TH FL | MIAMI | FL | 33132 | PC | EDUCATION | $5,000 | |
| MINDFUL KIDS MIAMI | |||||||
| 5275 SUNSET DRIVE 2ND FL 19 | MIAMI | FL | 33143 | PC | CHARITABLE | $2,500 | |
| MIRACLE FLIGHTS | |||||||
| 5740 S EASTERN AVENUE STE 240 | LAS VEGAS | NV | 89119 | PC | MEDICAL | $3,000 | |
| MOTE MARINE LABORATORY | |||||||
| 1600 KEN THOMPSON PARKWAY | SARASOTA | FL | 34236 | PC | EDUCATION | $10,000 | |
| MOTHER SETON ACADEMY INC | |||||||
| 2215 GREENMOUNT AVENUE | BALTIMORE | MD | 21218 | PC | EDUCATION | $2,500 | |
| MULTICULTURAL HEALTH INSTITUTE | |||||||
| 677 NORTH WASHINGTON BLVD STE 17 | SARASOTA | FL | 34236 | PC | MEDICAL | $10,000 | |
| MUNICIPAL ART SOCIETY OF NEW YORK | |||||||
| 488 MADISON AVE STE 1900 | NEW YORK | NY | 10022 | PC | CHARITABLE | $1,500 | |
| MUSEUM OF CONTEMPORARY ART NORTH MIAMI | |||||||
| 770 NE 125TH STREET | NORTH MIAMI | FL | 33161 | PC | THE ARTS | $3,000 | |
| MUSEUM OF MODERN ART | |||||||
| 11 WEST 53RD STREET | NEW YORK | NY | 10019 | PC | THE ARTS | $10,000 | |
| MUSEUM OF THE CITY OF NY | |||||||
| 1220 FIFTH AVENUE | NEW YORK | NY | 10029 | PC | THE ARTS | $10,000 | |
| MUSIC THAT HEALS INC | |||||||
| 338 BEACH 146TH STR | NEPONSIT | NY | 11694 | PC | CHARITABLE | $4,000 | |
| NANCY B NEGLEY ARTISTS RESIDENCY PROGRAM | |||||||
| 2121 SAGE ROAD STE 235 | HOUSTON | TX | 77056 | PC | THE ARTS | $20,000 | |
| NATIONAL COALITION FOR LITERACY | |||||||
| PO BOX 2932 | WASHINGTON | DC | 20013 | PC | EDUCATION | $2,000 | |
| NATIONAL FOUNDATION FOR ADVANCEMENT IN THE ARTS INC | |||||||
| 2100 BISCAYNE BOULEVARD | MIAMI | FL | 33137 | PC | THE ARTS | $2,500 | |
| NATIONAL PUBLIC RADIO INC | |||||||
| NPR 1111 NORTH CAPITOL STR NE | WASHINGTON | DC | 20002 | PC | EDUCATION | $5,000 | |
| NATIONAL URBAN LEAGUE | |||||||
| 80 PINE STREET | NEW YORK | NY | 10005 | PC | CHARITABLE | $1,500 | |
| NEW WORLD SYMPHONY | |||||||
| 500 17TH STREET | MIAMI BEACH | FL | 33139 | PC | THE ARTS | $10,000 | |
| NEW YORK BOTANICAL GARDEN | |||||||
| 2900 SOUTHERN BLVD | BRONX | NY | 10458 | PC | THE ARTS | $8,000 | |
| NEW YORK CITY BALLET | |||||||
| 20 LINCOLN CENTER | NEW YORK | NY | 10023 | PC | THE ARTS | $6,000 | |
| NEW YORK CITY CENTER | |||||||
| 130 WEST 56TH STREET | NEW YORK | NY | 10019 | PC | THE ARTS | $5,000 | |
| NEW YORK COMMON PANTRY | |||||||
| 8 EAST 109TH STREET | NEW YORK | NY | 10029 | PC | CHARITABLE | $10,000 | |
| NEW YORK FOUNDATION FOR THE ARTS | |||||||
| 29 W 38TH STR 9TH FL | NEW YORK | NY | 10018 | PC | THE ARTS | $5,000 | |
| NEW YORK FOUNDLING | |||||||
| 590 AVENUE OF THE AMERICAS | NEW YORK | NY | 10011 | PC | MEDICAL | $4,000 | |
| NEW YORK LAWYERS FOR THE PUBLIC INTEREST | |||||||
| 151 WEST 30TH STR 11TH FL | NEW YORK | NY | 10001 | PC | CHARITABLE | $2,500 | |
| NEW YORK PUBLIC LIBRARY | |||||||
| 270 MADISON AVENUE 12TH FL | NEW YORK | NY | 10016 | PC | EDUCATION | $5,000 | |
| NEW YORK STUDIO SCHOOL | |||||||
| 8 WEST 8TH STREET | NEW YORK | NY | 10011 | PC | EDUCATION | $3,000 | |
| NORTHSIDE CENTER FOR CHILD DEVELOPMENT | |||||||
| 1475 PARK AVENUE | NEW YORK | NY | 10029 | PC | MEDICAL | $7,000 | |
| NORTHSIDE CENTER FOR CHILD DEVELOPMENT | |||||||
| 1475 PARK AVENUE | NEW YORK | NY | 10029 | PC | MEDICAL | $2,250 | |
| NU DECO ENSEMBLE | |||||||
| 2100 BISCAYNE BLVD | MIAMI | FL | 33137 | PC | THE ARTS | $10,000 | |
| NXTHVN | |||||||
| 169 HENRY STREET | NEW HAVEN | CT | 06511 | PC | THE ARTS | $1,500 | |
| OSBORNE ASSOCIATION INC | |||||||
| 809 WESTCHESTER AVE | BRONX | NY | 10455 | PC | CHARITABLE | $1,000 | |
| PALEY CENTER FOR MEDIA | |||||||
| 25 WEST 52ND STREET | NEW YORK | NY | 10019 | PC | EDUCATION | $5,000 | |
| PEREZ ART MUSEUM | |||||||
| 1103 BISCAYNE BLVD | MIAMI | FL | 33132 | PC | THE ARTS | $3,500 | |
| PINES OF SARASOTA FOUNDATION | |||||||
| 1501 N ORANGE AVE | SARASOTA | FL | 34236 | PC | CHARITABLE | $2,500 | |
| PLANNED PARENTHOOD - SOUTHWEST AND CENTRAL FLORIDA | |||||||
| 736 CENTRAL AVENUE | SARASOTA | FL | 34236 | PC | MEDICAL | $8,000 | |
| PLANNED PARENTHOOD OF GREATER NEW YORK | |||||||
| 26 BLEECKER STREET | NEW YORK | NY | 10012 | PC | MEDICAL | $10,000 | |
| PLANNED PARENTHOOD SOUTHEAST | |||||||
| 241 PEACHTREE ST NE STE 400 | ATLANTA | GA | 30303 | PC | MEDICAL | $5,000 | |
| POETS & WRITERS INC | |||||||
| 90 BROAD STREET SUITE 2100 | NEW YORK | NY | 10004 | PC | THE ARTS | $6,000 | |
| POLLYANNA INC | |||||||
| 19 EAST 80TH STREET 8TH FL | NEW YORK | NY | 10075 | PC | CHARITABLE | $2,500 | |
| POURED OUT INC | |||||||
| PO BOX 127 | WILLIS | MI | 48191 | PC | CHARITABLE | $1,000 | |
| PRINTED MATTER INC | |||||||
| 231 11TH AVENUE | NEW YORK | NY | 10001 | PC | THE ARTS | $5,000 | |
| PRO PUBLICA | |||||||
| 155 AVENUE OF THE AMERICAS | NEW YORK | NY | 10013 | PC | CHARITABLE | $2,500 | |
| PROJECT 180 SARASOTA | |||||||
| PO BOX 25684 | SARASOTA | FL | 34277 | PC | CHARITABLE | $5,000 | |
| PROJECT 180 SARASOTA | |||||||
| PO BOX 25684 | SARASOTA | FL | 34277 | PC | CHARITABLE | $3,000 | |
| PROJECT MIDSHARE FOR HAITI | |||||||
| 8260 NE 2ND AVE | MIAMI | FL | 33138 | PC | MEDICAL | $1,500 | |
| PROTECT OUR WINTERS | |||||||
| 4676 BROADWAY STREET | BOULDER | CO | 80304 | PC | CHARITABLE | $3,000 | |
| PUBLIC ART FUND | |||||||
| 1 EAST 53RD STREET | NEW YORK | NY | 10022 | PC | THE ARTS | $7,500 | |
| PUBLIC THEATER | |||||||
| 425 LAFAYETTE STREET | NEW YORK | NY | 10003 | PC | THE ARTS | $6,000 | |
| PUTNEY SCHOOL | |||||||
| 418 HOUGHTON BROOK RD | PUTNEY | VT | 05346 | PC | EDUCATION | $10,000 | |
| RAZOM INC | |||||||
| 140 2ND AVE STE 305 | NEW YORK | NY | 10003 | PC | CHARITABLE | $10,000 | |
| REACH AND TEACH MINISTRY INC | |||||||
| 455 MASTEN STREET NW | PALM BAY | FL | 32907 | PC | CHARITABLE | $2,500 | |
| REACH AND TEACH MINISTRY INC | |||||||
| 455 MASTEN STREET NW | PALM BAY | FL | 32907 | PC | CHARITABLE | $2,500 | |
| REACH AND TEACH MINISTRY INC | |||||||
| 455 MASTEN STREET NW | PALM BAY | FL | 32907 | PC | CHARITABLE | $10,000 | |
| RILEY SANDLER MEMORIAL FOUNDATION | |||||||
| 30 THIRD AVE ROOM 203 | BROOKLYN | NY | 11217 | PC | CHARITABLE | $1,500 | |
| RINGLING COLLEGE OF ART AND DESIGN | |||||||
| 2700 NORTH TAMIAMI TRAIL | SARASOTA | FL | 34234 | PC | EDUCATION | $5,000 | |
| RINGLING COLLEGE OF ART AND DESIGN | |||||||
| 2700 NORTH TAMIAMI TRAIL | SARASOTA | FL | 34234 | PC | EDUCATION | $2,500 | |
| SAFE HORIZON | |||||||
| 2 LAFAYETTE STREET 3RD FLOOR | NEW YORK | NY | 10007 | PC | CHARITABLE | $1,500 | |
| SAFE PLACE AND RAPE CRISIS CENTER | |||||||
| 2139 MAIN STREET | SARASOTA | FL | 34237 | PC | CHARITABLE | $2,500 | |
| SAFE PLACE AND RAPE CRISIS CENTER | |||||||
| 2139 MAIN STREET | SARASOTA | FL | 34237 | PC | CHARITABLE | $3,000 | |
| SALVATION ARMY MIAMI AREA COMMAND | |||||||
| 1907 NW 38TH STREET | MIAMI | FL | 33142 | PC | CHARITABLE | $1,500 | |
| SALVATION ARMY OF GREATER NEW YORK | |||||||
| 120 WEST 14TH STREET | NEW YORK | NY | 10011 | PC | CHARITABLE | $2,000 | |
| SARASOTA BRADENTON KAPPA ALPHA PSI | |||||||
| PO BOX 573 | TALLAVAST | FL | 34270 | PC | CHARITABLE | $3,000 | |
| SARASOTA- MANATEE JEWISH HOUSING COUNCIL | |||||||
| 1951 N HONORE AVE | SARASOTA | FL | 34235 | PC | CHARITABLE | $2,000 | |
| SARASOTA SUNCOAST COMMUNITY CHURCH | |||||||
| 8000 HAWKINS ROAD | SARASOTA | FL | 34241 | PC | CHARITABLE | $5,000 | |
| SARASOTA SUNCOAST COMMUNITY CHURCH | |||||||
| 8000 HAWKINS ROAD | SARASOTA | FL | 34241 | PC | CHARITABLE | $10,000 | |
| SCHOOL OF AMERICAN BALLET INC | |||||||
| 70 LINCOLN CENTER PLAZA 5TH FLOOR | NEW YORK | NY | 10023 | PC | EDUCATION | $5,000 | |
| SECOND CHANCE-LAST OPPORTUNITY | |||||||
| 1933 DR MLK JR WAY | SARASOTA | FL | 34234 | PC | CHARITABLE | $3,000 | |
| SECOND CHANCE-LAST OPPORTUNITY | |||||||
| 1933 DR MLK JR WAY | SARASOTA | FL | 34234 | PC | CHARITABLE | $5,000 | |
| SECOND CHANCE-LAST OPPORTUNITY | |||||||
| 1933 DR MLK JR WAY | SARASOTA | FL | 34234 | PC | CHARITABLE | $2,000 | |
| SECOND CHANCE-LAST OPPORTUNITY | |||||||
| 1933 DR MLK JR WAY | SARASOTA | FL | 34234 | PC | CHARITABLE | $2,500 | |
| SECOND HEART HOMES INC | |||||||
| 5190 26TH STREET WEST - UNIT A | SARASOTA | FL | 34207 | PC | CHARITABLE | $4,000 | |
| SEEDING LABS A NONPROFIT CORPORATION | |||||||
| 25 DORCHESTER AVE 51914 | BOSTON | MA | 02205 | PC | CHARITABLE | $1,000 | |
| SEVENTH REGIMENT ARMORY CONSERVANCY | |||||||
| 643 PARK AVENUE | NEW YORK | NY | 10065 | PC | CHARITABLE | $2,500 | |
| SISTER CITIES ESSEX HAITI INC | |||||||
| PO BOX 26 | ESSEX | CT | 06426 | PC | EDUCATION | $4,000 | |
| SOCRATES SCULPTURE PARK | |||||||
| PO BOX 6259 32-01 VERNON BLVD | LONG ISLAND CITY | NY | 11106 | PC | THE ARTS | $4,000 | |
| SOUTHAMPTON FRESH AIR HOME | |||||||
| 36 BAKERS ISLAND RD | SOUTHAMPTON | NY | 11968 | PC | CHARITABLE | $4,000 | |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | PC | CHARITABLE | $10,000 | |
| SPANISH THEATRE REPERTORY COMPANY | |||||||
| 138 EAST 27TH STREET | NEW YORK | NY | 10016 | PC | THE ARTS | $2,500 | |
| SPENCE-CHAPIN SERVICES TO FAMILIES | |||||||
| 120 EAST 16TH STREET 11 FL | NEW YORK | NY | 10003 | PC | CHARITABLE | $5,000 | |
| ST GEORGE'S SCHOOL | |||||||
| PO BOX 1910 | NEWPORT | RI | 02840 | PC | EDUCATION | $2,500 | |
| STEM FROM DANCE | |||||||
| 315 EMPIRE BLVD 250562 | BROOKLYN | NY | 11225 | PC | THE ARTS | $1,500 | |
| STORM KING ART CENTER | |||||||
| 1 MUSEUM ROAD | NEW WINDSOR | NY | 12553 | PC | THE ARTS | $6,000 | |
| SUNRISE MOVEMENT EDUCATION FUND | |||||||
| 712 H ST NE UNIT626 | WASHINGTON | DC | 20002 | PC | CHARITABLE | $2,500 | |
| TAMPA BAY WATCH INC | |||||||
| 3000 PINELLAS BAYWAY SOUTH | TIERRA VERDE | FL | 33715 | PC | CHARITABLE | $2,000 | |
| TEMPLE EMANU-EL OF SARASOTA | |||||||
| 151 MCINTOSH RD | SARASOTA | FL | 34232 | PC | CHARITABLE | $7,500 | |
| THE BRONX MUSEUM OF THE ARTS | |||||||
| 1040 GRAND CONCOURSE | BRONX | NY | 10456 | PC | THE ARTS | $6,000 | |
| TRUST FOR GOVERNORS ISLAND | |||||||
| 10 SOUTH STREET - SLIP 7 | NEW YORK | NY | 10004 | PC | CHARITABLE | $5,000 | |
| UNION OF CONCERNED SCIENTISTS | |||||||
| TWO BRATTLE SQUARE | CAMBRIDGE | MA | 02138 | PC | CHARITABLE | $10,000 | |
| UNITED HOSPITAL FUND OF NEW YORK | |||||||
| 1411 BROADWAY 12TH FL | NEW YORK | NY | 10018 | PC | MEDICAL | $1,500 | |
| UNIVERSAL HIP HOP MUSEUM | |||||||
| PO BOX 6001 | BRONX | NY | 10451 | PC | CHARITABLE | $1,500 | |
| UNIVERSAL SHAIVA FELLOWSHIP | |||||||
| 9709 SE TOWER DRIVE | BORING | OR | 97089 | PC | EDUCATION | $10,000 | |
| UNIVERSAL SHAIVA FELLOWSHIP | |||||||
| 9709 SE TOWER DRIVE | BORING | OR | 97089 | PC | EDUCATION | $5,000 | |
| VANGUARD SCHOOL | |||||||
| 22000 US HIGHWAY 27 | LAKE WELLS | FL | 33859 | PC | EDUCATION | $15,000 | |
| VERMONT STUDIO CENTER | |||||||
| 80 PEARL STREET | JOHNSON | VT | 05656 | PC | THE ARTS | $6,000 | |
| VISUAL AIDS FOR THE ARTS | |||||||
| 526 WEST 26TH STREET 309 | NEW YORK | NY | 10001 | PC | MEDICAL | $2,500 | |
| VIZCAYA MUSEUM AND GARDENS TRUST INC | |||||||
| 3251 SOUTH MIAMI AVENUE | MIAMI | FL | 33129 | PC | THE ARTS | $7,500 | |
| VOLUNTEER LAWYERS FOR THE ARTS | |||||||
| 729 7TH AVENUE STE 1401 | NEW YORK | NY | 10019 | PC | CHARITABLE | $2,500 | |
| WADSWORTH ATHENEUM | |||||||
| 600 MAIN STREET | HARFORD | CT | 06103 | PC | THE ARTS | $1,500 | |
| WASSAIC PROJECT | |||||||
| 37 FURNACE BANK ROAD | WASSAIC | NY | 12592 | PC | THE ARTS | $10,000 | |
| WASSAIC PROJECT | |||||||
| 37 FURNACE BANK ROAD | WASSAIC | NY | 12592 | PC | THE ARTS | $6,000 | |
| WHITNEY MUSEUM OF AMERICAN ART | |||||||
| 99 GANSEVOORT STREET | NEW YORK | NY | 10014 | PC | THE ARTS | $10,000 | |
| WOLFSONIAN | |||||||
| 1001 WASHINGTON AVE | MIAMI BEACH | FL | 33139 | PC | THE ARTS | $10,000 | |
| WOMEN'S HOUSING AND ECONOMIC DEVELOP | |||||||
| 50 EAST 168TH STREET | BRONX | NY | 10452 | PC | CHARITABLE | $2,000 | |
| WOMEN'S STUDIO WORKSHOP | |||||||
| 722 BINNEWATER LANE | KINGSTON | NY | 12401 | PC | THE ARTS | $10,000 | |
| WOMEN'S STUDIO WORKSHOP | |||||||
| 722 BINNEWATER LANE | KINGSTON | NY | 12401 | PC | THE ARTS | $10,000 | |
| YOUNG AUDIENCES OF NEW YORK | |||||||
| 1 EAST 53RD ST 9TH FL | NEW YORK | NY | 10022 | PC | EDUCATION | $1,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,348,750 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,348 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $683,137 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 41 | ExclusionCd |
| Exclusion | $9,481 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $258,767 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $956,733 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $956,733 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CHARLES SCHWAB 6524 - CORPORATE BONDS | BondNm |
| EOY Book Value | $1,009,580 | EOYBookValueAmt |
| EOYFMV | $979,627 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,415,800 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,383,547 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements 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)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted 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)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements 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)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $35,000 | $0 | $0 |
| FOREIGN TAXES | $0 | $5,730 | $0 |
Comments