BETA

EAGAN FAMILY FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
EAGAN FAMILY FOUNDATION INC (EIN 13-4085533)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-15
IRS object ID
202433209349106108
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)
Return2024-11-15T14:35:06-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN113266576PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRASSI & CO CPA'S PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1750 THIRD AVENUE 28TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN134085533EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EAGAN FAMILY FOUNDATION INCBusinessNameLine1Txt
Business Name Line2C/O GRASSI & CO J NONENMACHERBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlEAGABusinessNameControlTxt
Phone7187831218PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE MAYNARD DRIVE 2203AddressLine1Txt
CityPARK RIDGECityNm
State AbbreviationNJStateAbbreviationCd
ZIP07656ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJ CHRISTOPHER EAGANPersonNm
Person TitlePRESIDENT & TREASURERPersonTitleTxt
Phone7187831218PhoneNum
Signature2024-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROZLEEN GIWANIPreparerPersonNm
PTINP01402631PTIN
Phone2126616166PhoneNum
Preparation2024-11-15PreparationDt
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$8,170,379FMVAssetsEOYAmt
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$8,213InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$8,213InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$180,261DividendsRevAndExpnssAmt
Dividends Net Invst Incm$180,261DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$72,531NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$634,734GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$72,531CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$261,005TotalRevAndExpnssAmt
Total Net Invst Incm$261,005TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,315AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Interest Rev And Expnss$11InterestRevAndExpnssAmt
Interest Net Invst Incm$0InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Other Expenses Rev And Expnss$60,726OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$60,726OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$65,052TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$60,726TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$440,050ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$440,050ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$505,102TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$60,726TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$440,050TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$244,097ExcessRevenueOverExpensesAmt
Net Investment Income$200,279NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$74,782CashBOYAmt
Cash EOY$50,305CashEOYAmt
Cash EOYFMV$50,305CashEOYFMVAmt
Other Investments BOY$7,764,747OtherInvestmentsBOYAmt
Other Investments EOY$8,246,908OtherInvestmentsEOYAmt
Other Investments EOYFMV$8,120,074OtherInvestmentsEOYFMVAmt
Total Assets BOY$7,839,529TotalAssetsBOYAmt
Total Assets EOY$8,297,213TotalAssetsEOYAmt
Total Assets EOYFMV$8,170,379TotalAssetsEOYFMVAmt
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$7,839,529RetainedEarningBOYAmt
Retained Earning EOY$8,297,213RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$7,839,529TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,297,213TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,839,529TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,297,213TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,839,529TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$244,097ExcessRevenueOverExpensesAmt
Other Increases$701,781OtherIncreasesAmt
Subtotal$8,297,213SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$8,297,213TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
WELLS FARGO 4605 1099B2023-12-31$102,018$102,001$17$17
WELLS FARGO 4605 1099B2023-12-31$479,205$406,312$72,893$72,893
WELLS FARGO 9077 1099B2023-12-31$49,718$50,101-$383-$383
WELLS FARGO 9077 1099B2023-12-31$3,793$3,789$4$4
FieldValueIRS element (for citing)
Capital Gain Net Income$72,531CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,784InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,784SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,784TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$5,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$5,000TotalPaymentsAndCreditsAmt
Es Penalty$163EsPenaltyAmt
Overpayment$2,053OverpaymentAmt
Applied To ES Tax$2,053AppliedToESTaxAmt
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 SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
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 AddressN/AWebsiteAddressTxt
Individual With BooksGRASSI CO CPA'SIndividualWithBooksNm
Phone2088089800PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1ONE MAYNARD DRIVEAddressLine1Txt
CityPARK RIDGECityNm
State AbbreviationNJStateAbbreviationCd
ZIP07656ZIPCd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
J CHRISTOPHER EAGAN
143 6TH AVENUEBROOKLYNNY11217PRESIDENT & TREASURER0.00$0$0$0
MARIA EAGAN
2 WOODLAND DRIVESANDS POINTNY11050EXECUTIVE VICE PRESIDENT0.00$0$0$0
KELSY EAGAN
30 PARK PLACE UNIT 40DNEW YORKNY10007VICE PRESIDENT0.00$0$0$0
KRISTY EAGAN
377 RECTOR PLACE APT 7KNEW YORKNY10280VICE PRESIDENT, SECRETARY0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1LEVITTOWN UNION FREE SCHOOL DISTRICTDescription1Txt
Expenses1$20,000Expenses1Amt
Description2NEW YORK PHILHARMONICDescription2Txt
Expenses2$40,050Expenses2Amt
Description3ST. FRANCIS OF ASSISI CHURCHDescription3Txt
Expenses3$16,000Expenses3Amt
Description4HUMAN RIGHTS CAMPAIGN FOUNDATIONDescription4Txt
Expenses4$15,000Expenses4Amt

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$8,151,305AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,151,305TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$8,151,305AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$122,270CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,029,035NetVlNoncharitableAssetsAmt
Minimum Investment Return$401,452MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$401,452MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,784TaxBasedOnInvestmentIncomeAmt
Total Tax$2,784TotalTaxAmt
Distributable Before Adj$398,668DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$398,668DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$398,668DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$440,050ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$440,050QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$398,668DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$8,506ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$77,887ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$85,919ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$172,312TotalExcessDistributionCyovAmt
Qualifying Distributions$440,050QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$398,668AppliedToCurrentYearAmt
Remaining Distri From Corpus$41,382RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$213,694TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$213,694ExcessDistriCyovToNextYrAmt
Excess From Year4$8,506ExcessFromYear4Amt
Excess From Year3$77,887ExcessFromYear3Amt
Excess From Year1$85,919ExcessFromYear1Amt
Excess From Current Year$41,382ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJ CHRISTOPHER EAGANRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1143 6TH AVENUEAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11217ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7187831218RecipientPhoneNum
Form And Info And MaterialsNONEFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (105 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALZHEIMERS FOUNDATION OF AMERICA
322 8TH AVENEW YORKNY10001PUBLIC CHARITYSUPPORT FOR ALZHEIMER'S$2,000
AMERICAN DIABETES ASSOCIATION
150 MOTOR PKWYCENTRAL ISLIPNY11722PUBLIC CHARITYSUPPORT FOR DIABETES$2,000
AMERICAN MUSEUM OF NATURAL HISTORY
200 CENTRAL PARK WESTNEW YORKNY10024PUBLIC CHARITYSUPPORT FOR MUSEUM$1,000
AMERICARES
88 HAMILTON AVESTAMFORDCT06902PUBLIC CHARITYSUPPORT FOR GENERAL USE$3,000
AMNESTY INTERNATIONAL USA
311 W 43RD ST 7TH FLNEW YORKNY10036PUBLIC CHARITYSUPPORT FOR GENERAL USE$3,000
AMVETS NATIONAL SERVICE FOUNDATION
4647 FORBES BLVDLANHAMMD20706PUBLIC CHARITYSUPPORT FOR GENERAL USE$1,000
ARTHRITIS FOUNDATION
1355 PEACHTREE ST NE 6TH SUITEATLANTAGA30309PUBLIC CHARITYSUPPORT FOR GENERAL USE$1,000
BARRINGTON STAGE COMPANY
30 UNION STPITTSFIELDMA01202PUBLIC CHARITYSUPPORT FOR GENERAL USE$12,500
BED-STUY CAMPAIGN AGAINST HUNGER
2010 FULTON STBROOKLYNNY11233PUBLIC CHARITYSUPPORT FOR GENERAL USE$2,000
BERKSHIRE THEATRE GROUP
111 SOUTH STPITTSFIELDMA01201PUBLIC CHARITYSUPPORT FOR GENERAL USE$2,500
BIG BROTHERS AND BIG SISTERS OF NEW YORK CITY
40 RECTOR STNEW YORKNY10006PUBLIC CHARITYSUPPORT FOR GENERAL USE$3,000
BOSTON SYMPHONY ORCHESTRA
301 MASSACHUSETTS AVEBOSTONMA02115PUBLIC CHARITYSUPPORT FOR GENERAL USE$10,000
BROOKLYN ACAD OF MUSIC
30 LAFAYETTE AVEBROOKLYNNY11217PUBLIC CHARITYSUPPORT FOR GENERAL USE$7,500
BROOKLYN CONSERVATORY OF MUSIC
58 7TH AVEBROOKLYNNY11217PUBLIC CHARITYSUPPORT FOR GENERAL USE$500
CARNEGIE HALL
881 7TH AVENEW YORKNY10019PUBLIC CHARITYSUPPORT FOR GENERAL USE$12,500
CATHOLIC RELIEF SERVICES
228 W LEXINGTON STBALTIMOREMD21201PUBLIC CHARITYSUPPORT FOR GENERAL USE$1,000
CHILTON MEDICAL CENTER FOUNDATION
97 WEST PKWYPOMPTON PLAINSNJ07444PUBLIC CHARITYSUPPORT FOR GENERAL USE$5,000
CHURCHES FOR MIDDLE EAST PEACE
110 MARYLAND AVE NEWASHINGTONDC20002PUBLIC CHARITYSUPPORT FOR GENERAL USE$1,000
COLUMBIA UNIVERSITY
533 W 218TH STNEW YORKNY10027PUBLIC CHARITYSUPPORT FOR GENERAL USE$5,000
COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA
23625 HOLMAN HWYMONTEREYCA93940PUBLIC CHARITYSUPPORT FOR GENERAL USE$3,500
COVENANT HOUSE
460 W 41ST STNEW YORKNY10036PUBLIC CHARITYSUPPORT FOR GENERAL USE$1,000
DONOR'S CHOOSE
134 W 37TH STNEW YORKNY10018PUBLIC CHARITYSUPPORT FOR GENERAL USE$1,500
DOOR TO HOPE
130 W GABILAN STREETSALINASCA93901PUBLIC CHARITYSUPPORT FOR GENERAL USE$3,500
DOWNTOWN UNITED SOCCER CLUB
353 WEST STNEW YORKNY10014PUBLIC CHARITYSUPPORT FOR GENERAL USE$1,000
EASTERN CHRISTIAN CHILDREN'S RETREAT
700 MOUNTAIN AVEWYCKOFFNJ07481PUBLIC CHARITYSUPPORT FOR GENERAL USE$1,000
EQUAL JUSTICE AMERICA
77 SANDS STBROOKLYNNY11201PUBLIC CHARITYSUPPORT FOR GENERAL USE$500
FEEDING AMERICA
355 FOOD CENTER DRNEW YORKNY10474PUBLIC CHARITYSUPPORT FOR GENERAL USE$4,000
FOOD BANK FOR MONTEREY COUNTY
353 W ROSSI STSALINASCA93907PUBLIC CHARITYSUPPORT FOR GENERAL USE$2,000
FORDHAM LAW SCHOOL ANNUAL FUND
150 W 62ND STNEW YORKNY10023PUBLIC CHARITYSUPPORT FOR GENERAL USE$6,500
GATHERING FOR WOMEN
147 EL DORADO STMONTEREYCA93940PUBLIC CHARITYSUPPORT FOR GENERAL USE$5,000
GIRLS INCORPORATED OF THE CENTRAL COAST
318 CAYUGA ST STE 209SALINASCA93901PUBLIC CHARITYSUPPORT FOR GENERAL USE$1,500
GIRLS ON THE RUN NYC
77 SANDS STBROOKLYNNY11201PUBLIC CHARITYSUPPORT FOR GENERAL USE$1,500
GMHC
307 W 38TH STNEW YORKNY10018PUBLIC CHARITYSUPPORT FOR GENERAL USE$1,000
GODDARD COLLEGE CORPORATION
123 PITKIN RDPLAINFIELDVT05667PUBLIC CHARITYSUPPORT FOR GENERAL USE$7,000
HEALING THE CHILDREN
112 5TH AVEHAWTHORNENJ07506PUBLIC CHARITYSUPPORT FOR GENERAL USE$1,000
HEART & SOUL CHARITABLE FUND
1157 LEXINGTON AVENEW YORKNY10075PUBLIC CHARITYSUPPORT FOR GENERAL USE$1,500
HOSPICE GIVING FOUNDATION
80 GARDEN CT 201MONTEREYCA93940PUBLIC CHARITYSUPPORT FOR GENERAL USE$2,000
HUMAN RIGHTS CAMPAIGN FOUNDATION
350 5TH AVE 4202NEW YORKNY10118PUBLIC CHARITYSUPPORT FOR GENERAL USE$15,000
ICE THEATRE OF NEW YORK
62 CHELSEA PIERS 308NEW YORKNY10011PUBLIC CHARITYSUPPORT FOR GENERAL USE$5,000
ICE THEATRE OF NY
62 CHELSEA PIERS 308NEW YORKNY10011PUBLIC CHARITYSUPPORT FOR GENERAL USE$4,500
INTER SCHOOL ORCHESTRAS OF NEW YORK
235 E 11TH STNEW YORKNY10003PUBLIC CHARITYSUPPORT FOR GENERAL USE$500
INTERLOCHEN ANNUAL FUND
4000 J MADDY PWKYINTERLOCHENMI49643PUBLIC CHARITYSUPPORT FOR GENERAL USE$3,500
KERNES ADAPTIVE AQUATICS
15 PORTOLA AVEMONTEREYCA93940PUBLIC CHARITYSUPPORT FOR GENERAL USE$2,000
LAGUARDIA PARENTS ASSOCIATION
100 AMSTERDAM AVENEW YORKNY10023PUBLIC CHARITYSUPPORT FOR GENERAL USE$500
LANDMARK ON MAIN STREET
232 MAIN ST 1PORT WASHINGTONNY11050PUBLIC CHARITYSUPPORT FOR GENERAL USE$500
LEVITTOWN UNION FREE SCHOOL DISTRICT
150 ABBEY LANELEVITTOWNNY11756PUBLIC CHARITYSUPPORT FOR GENERAL USE$20,000
LINCOLN CENTER FOR THE PERFORMING ARTS
150 W 65TH STNEW YORKNY10023PUBLIC CHARITYSUPPORT FOR GENERAL USE$10,000
LINCOLN CENTER THEATER
150 W 65TH STNEW YORKNY10023PUBLIC CHARITYSUPPORT FOR GENERAL USE$3,000
LONG ISLAND CARES
10 DAVIDS DRIVEHAUPPAUGENY11788PUBLIC CHARITYSUPPORT FOR GENERAL USE$5,000
MAHAIWE PERFORMING ARTS CENTER
14 CASTLE STGREAT BARRINGTONMA01230PUBLIC CHARITYSUPPORT FOR GENERAL USE$2,000
MANHATTAN SCHOOL OF MUSIC
130 CLAREMONT AVENEW YORKNY10027PUBLIC CHARITYSUPPORT FOR GENERAL USE$3,500
MARYKNOLL FATHERS AND BROTHERS
55 RYDER RDOSSININGNY10562PUBLIC CHARITYSUPPORT FOR GENERAL USE$1,000
MEDICAL MISSIONS FOR CHILDREN INC
35 GETTY AVEPATERSONNJ07503PUBLIC CHARITYSUPPORT FOR GENERAL USE$12,000
MEMORIAL SLOAN KETTERING CANCER CENTER
1275 YORK AVENEW YORKNY10065PUBLIC CHARITYSUPPORT FOR GENERAL USE$2,000
MONTEREY BAY AQUARIUM FOUNDATION
886 CANNERY ROWMONTEREYCA93940PUBLIC CHARITYSUPPORT FOR GENERAL USE$5,000
MSF USA DOCTORS WITHOUT BORDERS
40 RECTOR ST 16TH FLNEW YORKNY10006PUBLIC CHARITYSUPPORT FOR GENERAL USE$4,500
NAACP
4805 MT HOPE DRIVEBALTIMOREMD21215PUBLIC CHARITYSUPPORT FOR GENERAL USE$1,000
NATIONAL CENTER FOR LESBIAN RIGHTS
208 W 13TH STNEW YORKNY10011PUBLIC CHARITYSUPPORT FOR GENERAL USE$10,000
NATIONAL LAW ENFORCEMENT OFFICER MEMORIAL FUND
450 F ST NWWASHINGTONDC20001PUBLIC CHARITYSUPPORT FOR GENERAL USE$1,000
NATIONAL MULTIPLE SCLEROSIS SOCIETY
733 3RD AVENEW YORKNY10017PUBLIC CHARITYSUPPORT FOR GENERAL USE$2,000
NATIONAL PARKINSON FOUNDATION INC
10 UNION SQUARE E 5LNEW YORKNY10003PUBLIC CHARITYSUPPORT FOR GENERAL USE$2,000
NEW YORK PHILHARMONIC
10 LINCOLN CENTERNEW YORKNY10023PUBLIC CHARITYSUPPORT FOR GENERAL USE$25,000
NEW YORK PHILHARMONIC
10 LINCOLN CENTERNEW YORKNY10023PUBLIC CHARITYSUPPORT FOR GENERAL USE$15,050
NEW YORK PRESBYTERIAN HOSPITAL
21 AUDOBON AVENEW YORKNY10032PUBLIC CHARITYSUPPORT FOR GENERAL USE$2,000
NORTHEAST COLLEGE OF HEALTH SCIENCE
2360 NY-89SENECA FALLSNY13148PUBLIC CHARITYSUPPORT FOR GENERAL USE$7,000
NPR FOUNDATION
1111 NORTH CAPITOL ST NEWASHINGTONDC20002PUBLIC CHARITYSUPPORT FOR GENERAL USE$3,000
OGLALA LAKOTA COLLEGE
490 PIYA WICONI ROADKYLESD57752PUBLIC CHARITYSUPPORT FOR GENERAL USE$1,000
PACKER COLLEGIATE INSTITUTE
170 JORALEMON STBROOKLYNNY11201PUBLIC CHARITYSUPPORT FOR GENERAL USE$5,000
PAPER MILL PLAYHOUSE
22 BROOKSIDE DRMILLBURNNJ07041PUBLIC CHARITYSUPPORT FOR GENERAL USE$1,000
PARK SLOPE CHRISTIAN HELP (CHIPS)
200 4TH AVEBROOKLYNNY11217PUBLIC CHARITYSUPPORT FOR GENERAL USE$2,000
PLANNED PARENTHOOD FEDERATION OF AMERICA
123 WILLIAM ST 10TH FLNEW YORKNY10038PUBLIC CHARITYSUPPORT FOR GENERAL USE$2,000
PORT WASHINGTON FIRE DEPARTMENT ATTN CHRISTINA ALEXANDER
423 PORT WASHINGTON BLVDPORT WASHINGTONNY11050PUBLIC CHARITYSUPPORT FOR GENERAL USE$2,000
PORT WASHINGTON POLICE FOUNDATION INC
500 PORT WASHINGTON BLVDPORT WASHINGTONNY11050PUBLIC CHARITYSUPPORT FOR GENERAL USE$2,000
PREP FOR PREP
328 W 71ST STNEW YORKNY10023PUBLIC CHARITYSUPPORT FOR GENERAL USE$3,000
PROSPECT PARK ALLIANCE
95 PROSPECT PARK WESTBROOKLYNNY11215PUBLIC CHARITYSUPPORT FOR GENERAL USE$3,000
RED CLOUD INDIAN SCHOOL
100 MISSION DRIVEPINE RIDGESD57770PUBLIC CHARITYSUPPORT FOR GENERAL USE$1,000
REGIS HIGH SCHOOL
55 E 84TH STNEW YORKNY10028PUBLIC CHARITYSUPPORT FOR GENERAL USE$2,000
SANDS POINT POLICE BENEFIT ASSOCIATION INC
PO BOX 704PORT WASHINGTONNY11050PUBLIC CHARITYSUPPORT FOR GENERAL USE$2,000
SIGNATURE THEATRE
480 W 42ND STNEW YORKNY10036PUBLIC CHARITYSUPPORT FOR GENERAL USE$3,000
SPCA FOR MONTEREY COUNTY
1002 MONTEREY SALINAS HWYSALINASCA93908PUBLIC CHARITYSUPPORT FOR GENERAL USE$3,000
ST FRANCIS HOSPITAL ATTN DEVELOPMENT DEPT
100 PORT WASHINGTON BLVDROSLYNNY11576PUBLIC CHARITYSUPPORT FOR GENERAL USE$10,000
ST FRANCIS OF ASSISI CHURCH
2117 45TH STNEW YORKNY11105PUBLIC CHARITYSUPPORT FOR GENERAL USE$16,000
THE CARTER CENTER
453 JOHN LEWIS FREEDOM PARKWAY NEATLANTAGA30307PUBLIC CHARITYSUPPORT FOR GENERAL USE$3,000
THE EDUCATION ALLIANCE INC
197 E BROADWAYNEW YORKNY10002PUBLIC CHARITYSUPPORT FOR GENERAL USE$1,500
THE JULLIARD SCHOOL
60 LINCOLN CENTER PLAZANEW YORKNY10023PUBLIC CHARITYSUPPORT FOR GENERAL USE$7,500
THE LONG ISLAND ALZHEIMERS AND DEMENTIA CENTER
1025 OLD COUNTRY RD STE 115WESTBURYNY11590PUBLIC CHARITYSUPPORT FOR GENERAL USE$2,000
THE METROPOLITAN OPERA
30 LINCOLN CENTER PLAZANEW YORKNY10023PUBLIC CHARITYSUPPORT FOR GENERAL USE$10,000
THE NEW YORK TIMES NEEDIEST CASES FUND
PO BOX 5193NEW YORKNY10087PUBLIC CHARITYSUPPORT FOR GENERAL USE$2,000
THE OCEAN FOUNDATION
1320 19TH ST NWWASHINGTONDC20036PUBLIC CHARITYSUPPORT FOR GENERAL USE$5,000
THE SANDS POINT PRESERVE CONSERVANCY
127 MIDDLE NECK ROADSANDS POINTNY11050PUBLIC CHARITYSUPPORT FOR GENERAL USE$10,000
THIRTEENWNET
825 8TH AVENEW YORKNY10019PUBLIC CHARITYSUPPORT FOR GENERAL USE$2,000
UNITED NATIONS ASSOCIATION OF USA
801 2ND AVE 2NEW YORKNY10017PUBLIC CHARITYSUPPORT FOR GENERAL USE$2,000
UNITED STATE NAVY MEMORIAL
701 PENNSYLVANIA AVE NWWASHINGTONDC20004PUBLIC CHARITYSUPPORT FOR GENERAL USE$1,000
UNITED STATES FUND FOR UNICEF
125 MAIDEN LNNEW YORKNY10038PUBLIC CHARITYSUPPORT FOR GENERAL USE$6,000
UNITED WAY OF PASSAIC COUNTY
301 MAIN STPATERSONNJ07505PUBLIC CHARITYSUPPORT FOR GENERAL USE$5,000
UNIVERSITY OF COLORADO FOUNDATION
1800 N GRANT ST STE 725DENVERCO80203PUBLIC CHARITYSUPPORT FOR GENERAL USE$10,000
UTICA COLLEGE ANNUAL FUND
1600 BURRSTONE RDUTICANY13502PUBLIC CHARITYSUPPORT FOR GENERAL USE$10,000
WE CAN KICK IT INC
808 GREENBRIER STCHARLESTONWV25311PUBLIC CHARITYSUPPORT FOR GENERAL USE$500
WEILL CORNELL MEDICAL COLLEGE
1300 YORK AVENEW YORKNY10065PUBLIC CHARITYSUPPORT FOR GENERAL USE$2,000
WNYC RADIO
160 VARICK STREETNEW YORKNY10013PUBLIC CHARITYSUPPORT FOR GENERAL USE$3,000
WORLD WILD LIFE FUND
1250 24TH ST NWWASHINGTONDC20037PUBLIC CHARITYSUPPORT FOR GENERAL USE$1,000
WOUNDED WARRIOR PROJECT
370 7TH AVE STE 1802NEW YORKNY10001PUBLIC CHARITYSUPPORT FOR GENERAL USE$2,000
WQXR
160 VARICK STREET 8TH FLNEW YORKNY10013PUBLIC CHARITYSUPPORT FOR GENERAL USE$2,500
YOUNG AUDIENCES NEW YORK
1 E 53RD STREETNEW YORKNY10022PUBLIC CHARITYSUPPORT FOR GENERAL USE$1,000
COW NECK PENNINSULA HISTORICAL SOCIETY
336 PORT WASHINGTON BLVDPORT WASHINGTONNY11050PUBLIC CHARITYSUPPORT FOR GENERAL USE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$440,050TotalGrantOrContriPdDurYrAmt
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$8,213ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$180,261ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$72,531ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$261,005ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$261,005TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,315Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemWELLS FARGO - VARIOUSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$8,246,908BookValueAmt
EOYFMV$8,120,074EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
WELLS FARGO ADVISORY FEES #2439$9,961$9,961$0
WELLS FARGO ADVISORY FEES #4605$48,224$48,224$0
EXCISE TAX$87$87$0
WELLS FARGO INVESTMENT EXPENSES #9077$2,454$2,454$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN MARKET VALUEDesc
Amt$701,781Amt

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