HUGH AND PATRICIA OKANE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HUGH AND PATRICIA OKANE FOUNDATION (EIN 27-4313631)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-21
- IRS object ID
- 202031429349100218
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-21T12:53:49-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 832562907 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Homler & Homler CPAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 Veterans Memorial Hwy Ste 325 | AddressLine1Txt |
| City | Hauppauge | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11788 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274313631 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUGH AND PATRICIA OKANE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | CO HUGH OKANE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HUGH | BusinessNameControlTxt |
| Phone | 5167590944 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 PIPING ROCK ROAD | AddressLine1Txt |
| City | LOCUST VALLEY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11560 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HUGH O'KANE JR | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 5167590944 | PhoneNum |
| Signature | 2020-05-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Laurence E Homler | PreparerPersonNm |
| PTIN | P00759410 | PTIN |
| Phone | 5167471191 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,235,000 | 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 | $2,214 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,214 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $170,438 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $170,438 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $172,654 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $172,654 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,500 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $12,412 | TaxesRevAndExpnssAmt |
| Printing And Pub Rev And Expnss | $160 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $160 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,822 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,500 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,910 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $258,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $258,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $276,722 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,500 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $260,810 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$104,068 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $169,154 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $375,343 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $271,278 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $271,278 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,597,568 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,597,565 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,963,722 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,972,911 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,868,843 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,235,000 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,515,652 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,515,652 | CapitalStockEOYAmt |
| Retained Earning BOY | $1,457,259 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,353,191 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,972,911 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,868,843 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,972,911 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,868,843 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,972,911 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$104,068 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,868,843 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,868,843 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $5 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3 | CostOrOtherBasisAmt |
| Gain Or Loss | $2 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $236,760 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,743,151 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04123 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $238,884 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,677,240 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.06496 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $167,815 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,264,061 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05141 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $169,162 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,258,167 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05192 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $145,420 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,447,576 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04218 | DistributionYr5Rt |
| Total Distribution | 0.251700 | TotalDistributionRt |
| Average Distribution | 0.050340 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,995,227 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $301,800 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,692 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $303,492 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $260,810 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,383 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,383 | SubtotalAmt |
| Tax Based On Investment Income | $3,383 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,680 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,680 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $3,296 | OverpaymentAmt |
| Applied To ES Tax | $3,296 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOMLER & HOMLER CPAS PC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5167471191 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 VETERANS MEMORIAL HIGHWAY SUITE | AddressLine1Txt |
| City | HAUPPAUGE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11788 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| HUGH O'KANE JR | ||||||
| 190 PIPING ROCK ROAD | LOCUST VALLEY | NY | 11560 | President | 0.00 | $0 |
| PATRICIA O'KANE | ||||||
| 190 PIPING ROCK ROAD | LOCUST VALLEY | NY | 11560 | Vice President | 0.00 | $0 |
| HUGH R O'KANE | ||||||
| 74 REMSENS LANE | UPPER BROOKVILLE | NY | 11771 | Treasurer | 0.00 | $0 |
| KATHLEEN O'KANE TOBIN | ||||||
| 67 COVE ROAD | OYSTER BAY COVE | NY | 11771 | Director | 0.00 | $0 |
| ALICE O'KANE MILLER | ||||||
| 1007 KIMBERLY PLACE | GREAT FALLS | VA | 22066 | Director | 0.00 | $0 |
| JOHN O'KANE | ||||||
| 125 LORRAINE AVE | MONTCLAIR | NJ | 07043 | Director | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,682,037 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $404,488 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,086,525 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $6,086,525 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $91,298 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,995,227 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $299,761 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $299,761 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,383 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,383 | TotalTaxAmt |
| Distributable Before Adj | $296,378 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $296,378 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $296,378 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $260,810 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $260,810 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $260,810 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $296,378 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $260,810 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $260,810 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $35,568 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HUGH O'KANE JR | ContributingManagerNm |
| Contributing Manager | PATRICIA O'KANE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GLEN COVE BOYS GIRLS CLUB | |||||||
| 113 GLEN COVE AVENUE | GLEN COVE | NY | 11542 | N/A | PC | TO PROVIDE A CARING ENVIRONMENT TO INSPIRE AND ENABLE ALL YOUNG PEOPLE TO REALIZE THEIR FULL POTENTIAL AS PRODUCTIVE AND RESPONSIBLE CITIZENS. | $24,000 |
| ADELPHI UNIVERSITY | |||||||
| PO BOX 701 | GARDEN CITY | NY | 11530 | N/A | PC | EDUCATION | $500 |
| ALI FORNEY CENTER | |||||||
| 224 WEST 35TH STREET | NEW YORK | NY | 10001 | N/A | PC | TO SAVE THE LIVES OF LGBTQ YOUNG PEOPLE. | $200 |
| AUTISM RESEARCH INSTITUTE | |||||||
| 4182 ADAMS AVENUE | SAN DIEGO | CA | 92116 | N/A | PC | CONDUCTING AND SPONSORING RESEARCH AIMED AT IMPROVING THE QUALITY OF LIFE FOR TODAY'S GENERATION OF CHILDREN AND ADULTS WITH AUTISM SPECTRUM DISORDERS. | $1,000 |
| BANNER LAKE CLUB | |||||||
| 12212 SE LANTANA AVE | HOBE SOUND | FL | 33455 | N/A | PC | LAKE COMMUNITY REQUIRING INCOME ASSISTANCE. | $2,500 |
| BOSTON COLLEGE | |||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | N/A | PC | SCHOLARSHIP FUND. | $50,000 |
| BOYS AND GIRLS CLUB OF MARTIN COUNT | |||||||
| PO BOX 910 | HOBE SOUND | FL | 33475 | N/A | PC | YOUTH DEVELOPMENT | $5,000 |
| BOYS AND GIRLS CLUB OF CLIFTON | |||||||
| 822 CLIFTON AVENUE | CLIFTON | NJ | 07013 | N/A | PC | DEVELOPMENT OF YOUTH | $1,500 |
| BROOKLYN HISTORICAL SOCIETY-FALL GA | |||||||
| 128 PIERREPONT STREET | BROOKLYN | NY | 11201 | N/A | PC | PROVIDES CRUCIAL FUNDS FOR EDUCATION PROGRAMS, INCLUDING TOURS, IN CLASS AND AFTER SCHOOL PROGRAMS, DIGITAL CURRICULA, YOUTH INTERNSHIPS AND TEACHER PROFESSIONAL LEARNING WORKSHOPS. | $1,250 |
| BROOKS SCHOOL | |||||||
| 1160 GREAT POND ROAD | NORTH ANDOVER | MA | 01845 | N/A | PC | TO PROVIDE THE MOST MEANINGFUL EDUCATIONAL EXPERIENCE OUR STUDENTS WILL HAVE IN THEIR LIVES. | $1,000 |
| CATHOLIC MINISTRY APPEAL | |||||||
| PO BOX 4000 | ROCKVILLE CENTRE | NY | 11571 | N/A | PC | PROMOTES THE DIGNITY OF LIFE AND PROVIDES QUALITY EDUCATION TO YOUNG PEOPLE AS WELL AS FOSTERING VOCATIONS TO THE PRIESTHOOD. | $250 |
| CHURCH OF STDOMINIC | |||||||
| 93 ANSTICE STREET | OYSTER BAY | NY | 11771 | N/A | PC | TO SUPPORT THE PARISH AND SCHOOLS. | $60,000 |
| COLD SPRING HARBOR LABS | |||||||
| 1 BUNGTOWN ROAD | LAUREL HOLLOW | NY | 11791 | N/A | PC | MEDICAL RESEARCH | $1,000 |
| COVENANT HOUSE NEW JERSEY | |||||||
| 330 WASHINGTON STREET | NEWARK | NJ | 07102 | N/A | PC | PROVIDES COMPREHENSIVE RESIDENTIAL CARE AND RELATED SERVICES TO HELP ABUSED & HOMELESS YOUTHS TO BUILD A BETTER LIFE FOR THEMSELVES. | $1,000 |
| DANA-FARBER CANCER INSTITUTE | |||||||
| 10 BROOKLINE PLACE WEST | BROOKLINE | MA | 02445 | N/A | PC | CANCER RESEARCH | $500 |
| GLEN COVE HOSPITAL EMERGENCY ROOM | |||||||
| 101 STANDREWS LANE | GLEN COVE | NY | 11542 | N/A | PC | SUPPORT FOR EMERGENCY ROOM. | $1,000 |
| DIABETES RESEARCH INSTITUTE | |||||||
| 200 S PARK ROAD SUITE 100 | HOLLYWOOD | FL | 33021 | N/A | PC | RESERACH | $2,500 |
| DIOCESAN SERVICE APPEAL | |||||||
| 9995 N MILITARY TRAIL | PALM BEACH GARDENS | FL | 33410 | N/A | PC | SUPPORT LOCAL CHURCH. | $500 |
| DUNBAR EARLY LEARNING CENTER | |||||||
| 12100 SOUTHEAST LANTANA AVE | HOBE SOUND | FL | 33455 | N/A | PC | IS DEVOTED TO CARE, EDUCATION AND PROMOTION OF THE CHILDREN AND FAMILIES WITHIN ITS COMMUNITY. | $250 |
| FRIENDS OF THE LOCUST VALLEY LIBRAR | |||||||
| 170 BUCKRAM ROAD | LOCUST VALLEY | NY | 11560 | N/A | PC | INCREASE AWARENESS OF, FOCUS ATTENTION ON, AND EXPAND USE OF THE LIBRARY AND PROMOTE EDUCATIONAL ACTIVITIES. | $200 |
| THE GREEN VALE SCHOOL | |||||||
| 250 VALENTINES LANE | OLD BROOKVILLE | NY | 11545 | N/A | PC | HELP FUND FACULTY SALARIES, CURRICULUM DEVELOPMENT, STUDENT ACTIVITIES, FINANCIAL AID, AND FACILITIES MAINTENANCE. | $24,500 |
| GREEN WOOD HISTORICAL FUND | |||||||
| 500 25TH STREET | BROOKLYN | NY | 11232 | N/A | PC | TO MAINTAIN GREEN-WOODS MONUMENTS AND BUILDINGS OF HISTORICAL, CULTURAL AND ARCHITECTUAL SIGNIFICANCE;ADVANCE PUBLIC KNOWLEDGE AND APPRECIATION OF THIS SIGNIFICANCE;AND PRESERVE THE NATURAL HABITAT AND PARKLANDS OF ONE OF NEW YORK CITY'S FIRST GREEN SPACES. | $10,000 |
| HOBE SOUND COMMUNITY CHEST | |||||||
| 11450 SE DIXIE HIGHWAY SUITE 106 | HOBE SOUND | FL | 33455 | N/A | PC | RAISE FUNDS FOR AND TO PROVIDE FINANCIAL, ADVISORY, AND VOLUNTEER SUPPORT TO THOSE QUALIFYING NONPROFIT SOCIAL SCIENCE AGENCIES THAT CONTRIBUTE TO THE SUSTAINED IMPROVEMENT IN THE LIVES OF NEEDY PEOPLE IN THE HOBE SOUND COMMUNITY. | $5,000 |
| HOBE SOUND NATURE CENTER | |||||||
| 13640 SE FEDERAL HIGHWAY | HOBE SOUND | FL | 33455 | N/A | PC | DEDICATED TO PROMOTING ENVIRONMENTAL AWARENESS IN PEOPLE OF ALL AGES. | $200 |
| HOPE FOR THE WARRIORS | |||||||
| 55 WATER STREET | NEW YORK | NY | 10041 | PC | ENHANCING THE QUALITY OF LIFE FOR THE MANY US MILITARY MEMBERS AND THEIR FAMILIES NATIONWIDE, WHO HAVE BEEN ADVERSELY AFFECTED BY INJURIES OR DEATH IN THE LINE OF DUTY. | $1,000 | |
| HUDSON GUILD | |||||||
| 441 WEST 26TH STREET | NEW YORK | NY | 10001 | N/A | PC | PROMOTE SOCIAL SERVICES. | $500 |
| JUPITER ISLAND GARDEN CLUB | |||||||
| PO BOX 1410 | HOBE SOUND | FL | 33455 | N/A | PC | TO UNITE ITS MEMBERS IN AN ACTICE INTEREST IN THE CULTIVATION OF TROPICAL TREES AND PLANTS WITH THE PURPOSE OF BEAUTIFYING THE ISLAND AND THE HOBE SOUND MAINLAND. | $250 |
| JUPITER ISLAND HISTORICAL SOCIETY | |||||||
| 2 BRIDGE ROAD | HOBE SOUND | FL | 33455 | N/A | PC | EDUCATIONAL ORGINAZATION | $250 |
| JUPITER ISLAND MEDICAL CLINIC | |||||||
| 100 ESTRADA SQUARE | HOBE SOUND | FL | 33455 | N/A | PC | MEDICAL CLINIC | $500 |
| JUPITER ISLAND MEDICAL CENTER FOUND | |||||||
| 1210 SOUTH DIXIE HIGHWAY | JUPITER | FL | 33458 | N/A | PC | TO SUSTAIN AND ENHANCE THE MISSION OF JUPITER MEDICAL CENTER TO DELIVER EXCELLENT AND COMPASSIONATE HEALTHCARE AND ADVANCE THE WELL-BEING OF THE PEOPLE THEY SERVE. | $2,500 |
| LOCUST VALLEY CHAMBER OF COMMERCE | |||||||
| PO BOX 178 | LOCUST VALLEY | NY | 11560 | N/A | PC | ASSIST IN BEAUTIFICATION PROJECTS, SPECIAL EVENTS AND MORE. | $250 |
| LOCUST VALLEY FIRE DEPT | |||||||
| 228 BUCKRAM ROAD | LOCUST VALLEY | NY | 11560 | N/A | PC | VOLUNTEER FIRE DEPARTMENT | $250 |
| MAKE-A-WISH FOUNDATION | |||||||
| 4742 NORTH 24TH STRRET SUITE 400 | PHOENIZ | AZ | 85016 | N/A | PC | HELP SUPPORT CANCER PATIENTS | $2,000 |
| MEMORIAL SLOAN KETTERING CANCER CEN | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | N/A | GOV | HELP FUND CANCER RESEARCH. | $2,500 |
| MILL NECK FOUNDATION INC | |||||||
| 40 FROST MILL ROAD | MILL NECK | NY | 11765 | N/A | PC | PROVIDES OUTSTANDING SERVICES FOR CHILDREN AND ADULTS THAT ARE DEAF OR HARD OF HEARING THROUGH EDUCATION, EMPLOYMENT, AUDIOLOGICAL AND SPIRITUAL PROGRAMS. | $200 |
| MONTCLAIR AMBULANCE UNIT | |||||||
| 95 WALNUT STREET | MONTCLAIR | NJ | 07042 | N/A | PC | TO HELP FUND EMERGENCY MEDICAL SERVICES. | $2,000 |
| MONTCLAIR KIMBERLY ACADEMY | |||||||
| 224 ORANGE ROAD | MONTCLAIR | NJ | 07042 | N/A | PC | PROVIDES A CHALLENGINGACADEMIC PROGRAM TO INSPIRE STUDENTS TO LEAD LIVES OF NOBLE CHARACTER, PURPOSE & DISTINCTION. | $1,000 |
| MONTANA LAND RELIANCE | |||||||
| 324 FULLER AVE PO BOX 355 | HELENA | MT | 59624 | N/A | PC | PROTECTS AGRICULTURAL LANDS, FISH AND WILDLIFE HABITAT AND OPEN SPACE. | $500 |
| MOUNT SINAI HEALTH SYSTEMS | |||||||
| ONE GUSTAVE L LEVY PLACE | NEW YORK | NY | 10029 | N/A | PC | PROVIDES PATIENT CARE TO ADVANCE MEDICINE THROUGH EDUCATION, RESEARCH & OUTREACH TO THE COMMUNITY. | $5,000 |
| NATIVES HELPING NATIVES | |||||||
| PO BOX 301 | HOBE SOUND | FL | 33475 | N/A | PC | YOUTH DEVELOPMENT | $200 |
| NORTH SHORE LAND ALLIANCE | |||||||
| 151 POST ROAD | OLD WESTBURY | NY | 11568 | N/A | PC | LAND CONSERVATION | $7,000 |
| NORTH SHORE WILDLIFE SANCTUARY | |||||||
| 63 MIDWAY AVENUE | LOCUST VALLEY | NY | 11560 | N/A | PC | TO PRESERVE OR TO AID IN THE PRESERVATION OF ALL TYPES OF WILD NATURE. | $250 |
| WINTHROP UNIVERSITY HOSPITAL | |||||||
| 259 FIRST STREET | MINEOLA | NY | 11501 | N/A | PC | MEDICAL RESEARCH | $1,000 |
| PARTNERS IN HEALTH | |||||||
| 888 COMMONWEALTH AVE 3RD FLOOR | BOSTON | MA | 02215 | N/A | PC | RESEARCH, ADVOCACY AND PUBLICATIONS RELATED TO HEALTH WORLDWIDE. | $2,000 |
| PLANTING FIELDS FOUNDATION | |||||||
| 1395 PLANTING FIELDS ROAD | OYSTER BAY | NY | 11771 | N/A | PC | PRESERVING AND INTERPRETING PLANTING FIELDS ARBORETUM STATE HISTORIC PARK AS THE PREMIER PUBLIC GARDEN AND GOLD COAST ESTATE FOR TODAY AND TOMORROW BY EDUCATING, AND ENRICHING, AND ENTERTAINING THE VISITING PUBLIC. | $2,500 |
| RETT SYNDROME RESEARCH TRUST | |||||||
| 67 UNDER CLIFF ROAD | TRUMBULL | CT | 06611 | N/A | PC | RESEARCH FOR RETT SYNDROME | $6,500 |
| SAM HOUSTON STATE UNIVERSITY | |||||||
| 1803 AVENUE I | HUNTSVILLE | TX | 77341 | N/A | PC | EDUCATION | $2,500 |
| SECOND STORY | |||||||
| PO BOX 694 | DUNN LORING | VA | 22027 | N/A | PC | HELP KIDS LEARN TO LOVE CREATIVE WRITING. | $1,000 |
| STCHRISTOPHER CHURCHGIVING TREE | |||||||
| 12001 SE FEDERAL HWY | HOBE SOUND | FL | 33455 | N/A | PC | SUPPORT HELPS UNDERPRIVILEGED FAMILIES OF THE PARISH. | $500 |
| STDOMINIC HIGH SCHOOL | |||||||
| 110 ANSTICE STREET | OYSTER BAY | NY | 11771 | N/A | PC | EDUCATION | $2,500 |
| STGEORGES SCHOOL | |||||||
| PO BOX 1910 | NEWPORT | RI | 02840 | N/A | PC | SUPPORT TO HELP PROVIDE A LEARNING ENVIRONMENT WHICH ENCOURAGES EACH STUDENT TO ACHIEVE HIS OR HER PERSONAL BEST. | $3,500 |
| STJAMES PRESCHOOL | |||||||
| 581 VALLEY ROAD | UPPER MONTCLAIR | NJ | 07043 | N/A | PC | EDUCATION | $1,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITA | |||||||
| 501 STJUDE PLACE | MEMPHIS | TN | 38105 | N/A | PC | SEARCH FOR BETTER TREATMENTS AND CURES FOR CHILDHOOD DISEASES. | $1,000 |
| SUMMER SEARCH | |||||||
| 101 HOWARD STREET | SAN FRANCISCO | CA | 94105 | N/A | PC | TO HELP STUDENTS FROM LOW-INCOME BACKGROUNDS TRANSFORM WHAT THEY BELIEVE IS POSSIBLE FOR THEMSELVES. | $1,000 |
| THE BARTON CENTER | |||||||
| 30 ENNIS ROAD PO BOX 356 | NORTH OXFORD | MA | 01537 | N/A | PC | DIABETES EDUCATION | $200 |
| THE INN | |||||||
| 211 FULTON AVE | HEMPSTEAD | NY | 11550 | N/A | PC | PROVIDING FOOD AND SHELTER TO HOMLESS. | $200 |
| THE LANGLEY SCHOOL | |||||||
| 1411 BALL HILL ROAD | MCLEAN | VA | 22101 | N/A | PC | EDUCATION | $10,000 |
| UNIVERSITY OF NOTRE DAME | |||||||
| 1100 GRACE HALL | NOTRE DAME | IN | 46556 | N/A | PC | EDUCATION | $3,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $258,900 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,214 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $170,438 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $172,654 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $172,654 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $5,000 | Amt |
| Net Investment Income | $3,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES | StockNm |
| EOY Book Value | $3,597,565 | EOYBookValueAmt |
| EOYFMV | $5,963,722 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEE | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |
| Amt | $12,412 | Amt |
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