COWLES CHARITABLE TRUST: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- COWLES CHARITABLE TRUST (EIN 13-6090295)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201833199349101118
- Schema version
- 2017v2.3
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T08:54:40-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNERAMPER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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) |
|---|---|---|
| In Care Of | % MARY CROFT TREASURER | InCareOfNm |
| Business Name Control | COWL | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 219 | AddressLine1Txt |
| City | RUMSON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07760 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY CROFT | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7329369826 | PhoneNum |
| Signature | 2018-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LESTER MARKS | PreparerPersonNm |
| PTIN | P01203229 | PTIN |
| Phone | 2129498700 | PhoneNum |
| Preparation | 2018-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.238.150.100 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 26505220183195000008 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-11-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F9C7E864001C24351FC6C1F4AB87F7AB5ECC2FAB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F9C7E864001C24351FC6C1F4AB87F7AB5ECC2FAB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $22,733,979 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $12 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $561,477 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $540,552 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $651,469 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,573,814 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $651,469 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,556 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $8,595 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,221,514 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,200,628 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $108,465 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $36,155 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $72,310 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $10,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $119,219 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $119,219 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $12,798 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,909 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $25,316 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $25,316 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25,699 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $520 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,259 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $311,497 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $171,803 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $117,885 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,115,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,115,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,427,247 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $171,803 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,233,635 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$205,733 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,028,825 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $888,223 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,091,918 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,091,918 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,399,031 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,399,031 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,478,100 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $12,772,898 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,526,791 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,618,921 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,425,272 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,431,745 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,437,520 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $49,582 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $15,063 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $107,520 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $16,535,006 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,464,548 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,733,979 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $61,499 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $196,774 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $61,499 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $196,774 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $16,473,507 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,267,774 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,473,507 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,267,774 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,535,006 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,464,548 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,473,507 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$205,733 | ExcessRevenueOverExpensesAmt |
| Subtotal | $16,267,774 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $16,267,774 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SEE STATEMENT A ATTACHED | P | $1,649,555 | $1,421,700 | $227,855 | $227,855 |
| SEE STATEMENT B ATTACHED | P | $1,924,259 | $1,513,656 | $410,603 | $410,603 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $651,469 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,121,418 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $20,415,837 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054929 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,119,922 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $21,263,788 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052668 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,224,567 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $22,038,282 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055565 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,172,673 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $20,934,143 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.056017 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,092,755 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $19,701,941 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.055464 | DistributionYr5Rt |
| Total Distribution | 0.274643 | TotalDistributionRt |
| Average Distribution | 0.054929 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $21,576,627 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,185,183 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,288 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,195,471 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,233,635 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $10,288 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,288 | SubtotalAmt |
| Tax Based On Investment Income | $10,288 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,204 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $7,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $25,204 | TotalPaymentsAndCreditsAmt |
| Overpayment | $14,916 | OverpaymentAmt |
| Applied To ES Tax | $14,916 | 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 | Yes (true) | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY CROFT TREASURER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7329369826 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 WATERMAN AVENUE | AddressLine1Txt |
| City | RUMSON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07760 | 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 | Yes (true) | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 219 | RUMSON | NJ | 07760 | PRESIDENT | 0 | $0 | $0 | $0 |
| MARY CROFT | ||||||||
| PO BOX 219 | RUMSON | NJ | 07760 | TREASURER | 0 | $108,465 | $5,877 | $0 |
| LOIS COWLES HARRISON | ||||||||
| PO BOX 219 | RUMSON | NJ | 07760 | TRUSTEE | 0 | $0 | $0 | $0 |
| KATE COWLES NICHOLS | ||||||||
| PO BOX 219 | RUMSON | NJ | 07760 | TRUSTEE | 0 | $0 | $0 | $0 |
| VIRGINIA COWLES SCHROTH | ||||||||
| PO BOX 219 | RUMSON | NJ | 07760 | TRUSTEE | 0 | $0 | $0 | $0 |
| JAN S COWLES | ||||||||
| PO BOX 219 | RUMSON | NJ | 07760 | TRUSTEE | 0 | $0 | $0 | $0 |
| CHARLES COWLES | ||||||||
| PO BOX 219 | RUMSON | NJ | 07760 | TRUSTEE | 0 | $0 | $0 | $0 |
| LOIS ELEANOR HARRISON | ||||||||
| PO BOX 219 | RUMSON | NJ | 07760 | TRUSTEE | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $20,541,297 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,363,908 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,905,205 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,905,205 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $328,578 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,576,627 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,078,831 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,078,831 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,288 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,288 | TotalTaxAmt |
| Distributable Before Adj | $1,068,543 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,068,543 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,068,543 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,233,635 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,233,635 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $10,288 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,223,347 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,068,543 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $64,766 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $158,036 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $149,065 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $71,375 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $118,618 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $561,860 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,233,635 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,068,543 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $165,092 | RemainingDistriFromCorpusAmt |
| Total Corpus | $726,952 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $64,766 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $662,186 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $158,036 | ExcessFromYear4Amt |
| Excess From Year3 | $149,065 | ExcessFromYear3Amt |
| Excess From Year2 | $71,375 | ExcessFromYear2Amt |
| Excess From Year1 | $118,618 | ExcessFromYear1Amt |
| Excess From Current Year | $165,092 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARY CROFT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 219 | AddressLine1Txt |
| City | RUMSON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07760 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7329369826 | RecipientPhoneNum |
| Form And Info And Materials | SIMPLE LETTER FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (175 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FEDERATION OF ARTS | |||||||
| 305 E 47TH ST | 10TH FL | NEW YORK | NY | 10017 | PC | THE ARTS | $5,000 |
| APOLLO THEATER FOUNDATION | |||||||
| 253 W 125TH ST | NEW YORK | NY | 10027 | PC | THE ARTS | $2,500 | |
| ARTS MID-HUDSON | |||||||
| 696 DUTCHESS TURNPIKE | STE F | POUGHKEEPSIE | NY | 12603 | PC | THE ARTS | $10,000 |
| CREATIVE TIME | |||||||
| 59 E 4TH ST | 6TH FL | NEW YORK | NY | 10003 | PC | THE ARTS | $15,000 |
| DOE FUND | |||||||
| 232 E 84TH ST | NEW YORK | NY | 10028 | PC | CHARITABLE | $5,000 | |
| EAST HARLEM TUTORIAL PROGRAM | |||||||
| 2050 SECOND AVE | NEW YORK | NY | 10029 | PC | EDUCATION | $5,000 | |
| FAIRNESS & ACCURACY IN REPORTING | |||||||
| 124 W 30TH ST | SUITE 201 | NEW YORK | NY | 10001 | PC | CHARITABLE | $10,000 |
| FOUNDATION CENTER THE | |||||||
| 32 OLD SLIP | 24TH FL | NEW YORK | NY | 10005 | PC | EDUCATION | $1,500 |
| GUGGENHEIM SOLOMON R MUSEUM | |||||||
| 1071 FIFTH AVE | NEW YORK | NY | 10128 | PC | THE ARTS | $10,000 | |
| GUIDESTAR USA | |||||||
| 4801 COURTHOUSE ST | SUITE 220 | WILLIAMSBURG | VA | 23188 | PC | EDUCATION | $1,500 |
| HOFFMAN BYRD WATER MILL FOUNDATION | |||||||
| 115 W 29TH ST | 10TH FL | NEW YORK | NY | 10001 | PC | THE ARTS | $5,000 |
| INTREPID MUSEUM FOUNDATION | |||||||
| W 46TH ST 12TH AVE | NEW YORK | NY | 10036 | PC | EDUCATION | $2,500 | |
| KITCHEN THE | |||||||
| W 19TH ST | NEW YORK | NY | 10011 | PC | THE ARTS | $3,000 | |
| LENOX HILL NEIGHBORHOOD HOUSE | |||||||
| 331 E 70TH ST | NEW YORK | NY | 10021 | PC | CHARITABLE | $7,500 | |
| MINDFUL KIDS MIAMI | |||||||
| PO BOX 430751 | SOUTH MIAMI | FL | 33243 | PC | EDUCATION | $10,000 | |
| NEW YORKERS FOR PARKS | |||||||
| 55 BROAD ST | 23RD FL | NEW YORK | NY | 10004 | PC | CHARITABLE | $5,000 |
| NORTHSIDE CENTER FOR CHILD DEVELOPMENT | |||||||
| 1301 FIFTH AVE | NEW YORK | NY | 10029 | PC | MEDICAL | $6,000 | |
| PLANNED PARENTHOOD | |||||||
| REGIONAL HEADQUARTERS | 736 CENTRAL AVE | SARASOTA | FL | 34236 | PC | EDUCATION | $15,000 |
| REACH AND TEACH MINISTRY | |||||||
| PO BOX 521 | CLEARWATER | FL | 33757 | PC | CHARITABLE | $17,500 | |
| UNION OF CONCERNED SCIENTISTS | |||||||
| TWO BRATTLE SQUARE | 6TH FL | CAMBRIDGE | MA | 02138 | PC | CHARITABLE | $15,000 |
| WNET NY PUBLIC MEDIA | |||||||
| 825 EIGHTH AVE | NEW YORK | NY | 10019 | PC | EDUCATION | $3,500 | |
| WOMENS STUDIO WORKSHOP | |||||||
| PO BOX 489 | ROSENDALE | NY | 12472 | PC | THE ARTS | $22,000 | |
| LONG ISLAND MUSEUM OF AMERICAN ART HISTORY THE | |||||||
| 1200 ROUTE 25A | STONY BROOK | NY | 11790 | PC | THE ARTS | $2,500 | |
| AMERICAN RED CROSS JERSEY COAST CHAPTER | |||||||
| 1540 WEST PARK AVE | OCEAN | NJ | 07712 | PC | CHARITABLE | $5,000 | |
| BOWDOIN COLLEGE | |||||||
| 5800 COLLEGE STATION | BRUNSWICK | ME | 04011 | PC | EDUCATION | $10,000 | |
| BRIDGE FUND OF NEW YORK CITY THE | |||||||
| 271 MADISON AVE | STE 907 | NEW YORK | NY | 10016 | PC | CHARITABLE | $5,000 |
| BRONX MUSEUM OF THE ARTS | |||||||
| 1040 GRAND CONCOURSE | BRONX | NY | 10456 | PC | THE ARTS | $5,000 | |
| BROOKLYN BUREAU OF COMMUNITY SERVICE | |||||||
| 285 SCHERMERHORN ST | BROOKLYN | NY | 11217 | PC | CHARITABLE | $2,500 | |
| CARNEGIE HALL SOCIETY | |||||||
| 881 SEVENTH AVE | NEW YORK | NY | 10019 | THE ARTS | $2,500 | ||
| COMMUNITY ACTION STOPS ABUSE | |||||||
| PO BOX 414 | ST PETERSBUG | FL | 33731 | PC | CHARITABLE | $10,000 | |
| DES MOINES ART CENTER | |||||||
| 4700 GRAND AVE | DES MOINES | IA | 50312 | PC | THE ARTS | $10,000 | |
| FLORIDA ORCHESTRA THE | |||||||
| 244 SECOND AVE N | STE 420 | ST PETERSBURG | FL | 33701 | PC | THE ARTS | $6,000 |
| FRESH AIR FUND THE | |||||||
| 633 THIRD AVE | 14TH FL | NEW YORK | NY | 10017 | PC | CHARITABLE | $3,500 |
| HOME SHARING SARASOTA | |||||||
| 240 S WASHINGTON BLVD | STE 202 | SARASOTA | FL | 34236 | PC | CHARITABLE | $10,000 |
| JOYCE THEATER FOUNDATION THE | |||||||
| 175 EIGHTH AVE | NEW YORK | NY | 10011 | PC | THE ARTS | $2,500 | |
| LEARNING ALLY | |||||||
| 20 ROSZEL RD | PRINCETON | NJ | 08540 | PC | EDUCATION | $4,000 | |
| LOWER MANHATTAN CULTURAL COUNCIL | |||||||
| 125 MAIDEN LANE | 2ND FL | NEW YORK | NY | 10038 | PC | THE ARTS | $5,000 |
| MADEIRA SCHOOLTHE | |||||||
| 8328 GEORGETOWN PIKE | MCLEAN | VA | 22102 | PC | EDUCATION | $10,000 | |
| MONMOUTH COUNTY SPCA | |||||||
| 260 WALL STREET | EATONTOWN | NJ | 07724 | PC | CHARITABLE | $10,000 | |
| MUSIC THAT HEALS PROGRAM | |||||||
| 33-02 SKILLMAN AVE | GROUND FL | LONG ISLAND CITY | NY | 11101 | PC | THE ARTS | $4,000 |
| NEW WORLD SYMPHONY | |||||||
| 500 17TH ST | MIAMI BEACH | FL | 33139 | PC | THE ARTS | $10,000 | |
| NEW YORK CITY CENTER | |||||||
| 130 W 56TH ST | NEW YORK | NY | 10019 | PC | THE ARTS | $3,000 | |
| NEW YORK FOUNDLING HOSPITALTHE | |||||||
| 590 AVENUE OF THE AMERICAS | NEW YORK | NY | 10011 | PC | MEDICAL | $3,000 | |
| PARTNERSHIP FOR THE HOMELESS THE | |||||||
| 305 SEVENTH AVE | 14TH FL | NEW YORK | NY | 10001 | PC | CHARITABLE | $6,000 |
| PRINTED MATTER | |||||||
| 195 TENTH AVE | NEW YORK | NY | 10011 | PC | THE ARTS | $4,000 | |
| RESURRECTION HOUSE | |||||||
| 507 KUMQUAT COURT | SARASOTA | FL | 34236 | PC | CHARITABLE | $10,000 | |
| SCHOOL OF AMERICAN BALLET | |||||||
| 70 LINCOLN CENTER PLAZA | 5TH FL | NEW YORK | NY | 10023 | PC | EDUCATION | $5,000 |
| STORM KING ART CENTER | |||||||
| 1 MUSEUM ROAD | NEW WINDSOR | NY | 12553 | PC | THE ARTS | $3,000 | |
| STREET POETS | |||||||
| 2116 ARLINGTON AVE | STE 310 | LOS ANGELES | CA | 90018 | PC | THE ARTS | $3,000 |
| TEMPLE EMANU-EL | |||||||
| 151 MCINTOSH RD | SARASOTA | FL | 34232 | PC | CHARITABLE | $10,000 | |
| UNIVERSITY OF SOUTH FLORIDA FOUNDATION | |||||||
| 4202 E FOWLER AVE | ALC100 | TAMPA | FL | 33620 | PC | EDUCATION | $3,500 |
| VISUAL AIDS FOR THE ARTS | |||||||
| 526 W 26TH ST | STE 510 | NEW YORK | NY | 10001 | PC | THE ARTS | $2,500 |
| ARTS IN GENERAL | |||||||
| 79 WALKER ST | NEW YORK | NY | 10013 | PC | THE ARTS | $2,500 | |
| BARD GRADUATE CENTER | |||||||
| 18 W 86TH ST | NEW YORK | NY | 10024 | PC | EDUCATION | $5,000 | |
| BROOKLYN ACADEMY OF MUSIC | |||||||
| 30 LAFAYETTE AVE | BROOKLYN | NY | 11217 | PC | THE ARTS | $5,000 | |
| CITY PARKS FOUNDATION | |||||||
| 830 FIFTH AVE | NEW YORK | NY | 10021 | PC | CHARITABLE | $5,000 | |
| COALITION FOR THE HOMLESS | |||||||
| 129 FULTON ST | NEW YORK | NY | 10038 | PC | CHARITABLE | $5,000 | |
| CUMBERLANDS UNIVERSITY | |||||||
| 6191 COLLEGE STATION DRIVE | WILLIAMSBURG | KY | 40769 | PC | EDUCATION | $5,000 | |
| EQUAL JUSTICE USA | |||||||
| 20 JAY ST | SUITE 808 | BROOKLYN | NY | 11201 | PC | CHARITABLE | $7,500 |
| FOUNDATION FOR CONTEMPORARY ARTS | |||||||
| 820 GREENWICH ST | 4TH FL | NEW YORK | NY | 10014 | PC | THE ARTS | $5,000 |
| GRANT FOUNDATION THE | |||||||
| 2840 LIBERTY AVE | SUITE 201 | PITTSBURGH | PA | 15222 | PC | MEDICAL | $20,000 |
| HOUSE OF HOPE | |||||||
| 908 SW 1ST ST | FORT LAUDERDALE | FL | 33312 | PC | CHARITABLE | $2,500 | |
| LESBIAN & GAY COMMUNITY SERVICES | |||||||
| 208 W 13TH ST | NEW YORK | NY | 10011 | PC | CHARITABLE | $2,500 | |
| LONGHOUSE RESERVE | |||||||
| 133 HANDS CREEK ROAD | EAST HAMPTON | NY | 11937 | PC | THE ARTS | $10,000 | |
| LOWER EAST SIDE TENEMENT MUSEUM | |||||||
| 91 ORCHARD ST | NEW YORK | NY | 10002 | PC | EDUCATION | $2,500 | |
| MILL STREET LOFT | |||||||
| 45 PERSHING AVE | POUGHKEEPSIE | NY | 12601 | PC | THE ARTS | $16,000 | |
| MIRACLE FLIGHTS FOR KIDS | |||||||
| 2764 N GREEN VALLEY PKWY | STE 115 | GREEN VALLEY | NV | 89014 | PC | MEDICAL | $2,000 |
| MOTE MARINE LABORATORY | |||||||
| 1600 KEN THOMPSON PARKWAY | SARASOTA | FL | 34236 | PC | EDUCATION | $7,500 | |
| NEW YORK CITY BALLET | |||||||
| 20 LINCOLN CENTER | NEW YORK | NY | 10023 | PC | THE ARTS | $5,000 | |
| RINGLING COLLEGE OF ART AND DESIGN | |||||||
| 2700 N TAMIAMI TRAIL | SARASOTA | FL | 34234 | PC | EDUCATION | $10,000 | |
| SECOND CHANCE RECOVERY | |||||||
| 2456 MALIBU LN | NORTH PORT | FL | 34286 | PC | CHARITABLE | $7,000 | |
| SOCRATES SCULPTURE PARK | |||||||
| PO BOX 6259 32-01 VERNON BLVD | LONG ISLAND CITY | NY | 11106 | PC | THE ARTS | $3,000 | |
| VIZCAYA MUSEUM AND GARDEN TRUST | |||||||
| 3251 SOUTH MIAMI AVE | MIAMI | FL | 33129 | PC | THE ARTS | $5,000 | |
| WILDLIFE CONSERVATION SOCIETY | |||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | PC | EDUCATION | $5,000 | |
| WOLFSONIAN | |||||||
| 1001 WASHINGTON AVE | MIAMI BEACH | FL | 33139 | PC | THE ARTS | $10,000 | |
| JOHN AND MABLE RINGLING MUSEUM OF ART FOUNDATION | |||||||
| 5401 BAY SHORE RD | SARASOTA | FL | 34243 | PC | THE ARTS | $5,000 | |
| ALDRICH CONTEMPORARY ART MUSEUM | |||||||
| 258 MAIN ST | RIDGEFIELD | CT | 06877 | PC | THE ARTS | $5,000 | |
| AMFAR THE FOUNDATION FOR AIDS RESEARCH | |||||||
| 120 WALL STREET | 13TH FL | NEW YORK | NY | 10005 | PC | MEDICAL | $3,500 |
| ARTIST SPACE | |||||||
| 38 GREENE ST | NEW YORK | NY | 10013 | PC | THE ARTS | $25,000 | |
| BOWERY RESIDENTS COMMITTEE | |||||||
| 131 W 25TH ST | 12TH FL | NEW YORK | NY | 10001 | PC | CHARITABLE | $3,000 |
| BREAST CANCER ACTION | |||||||
| 657 MISSION ST | STE 302 | SAN FRANCISCO | CA | 94105 | PC | MEDICAL | $5,000 |
| CENTER FOR ALTERNATIVE SENTENCING AND EMPLOYMENT | |||||||
| 151 LAWRENCE ST | 3RD FL | BROOKLYN | NY | 11201 | PC | CHARITABLE | $10,000 |
| CHINATI FOUNDATION | |||||||
| 1 CAVALRY ROW | PO BOX 1135 | MARFA | TX | 79843 | PC | THE ARTS | $3,000 |
| CHURCH OF THE HOLY COMFORTER | |||||||
| 803 W 4TH ST | SANFORD | FL | 32772 | PC | CHARITABLE | $20,000 | |
| CROHNS & COLITIS FOUNDATION OF AMERICA | |||||||
| 120 BROADWAY | STE 1050A | NEW YORK | NY | 10271 | PC | MEDICAL | $10,000 |
| DES MOINES SYMPHONY ASSOCIATION | |||||||
| 1011 LOCUST ST | STE 200 | DES MOINES | IA | 50309 | PC | THE ARTS | $5,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 SEVENTH AVE | 2ND FL | NEW YORK | NY | 10001 | PC | MEDICAL | $25,000 |
| EAGLEBROOK SCHOOL | |||||||
| 271 PINE NOOK RD | DEERFIELD | MA | 01342 | PC | EDUCATION | $20,000 | |
| GAY MENS HEALTH CRISIS | |||||||
| 446 W 33RD ST | NEW YORK | NY | 10001 | PC | MEDICAL | $5,000 | |
| GENESIS HEALTH SERVICES | |||||||
| 3333 N WASHINGTON BLVD | STE 3 | SARASOTA | FL | 34234 | PC | MEDICAL | $10,000 |
| MIAMI CITY BALLET | |||||||
| 2200 LIBERTY AVE | MIAMI BEACH | FL | 33139 | PC | THE ARTS | $4,000 | |
| MUSEUM OF FINE ARTS OF ST PETERSBURG | |||||||
| 255 BEACH DR NE | ST PETERSBURG | FL | 33701 | PC | THE ARTS | $5,000 | |
| MUSEUM OF THE CITY OF NEW YORK | |||||||
| 1220 FIFTH AVE | NEW YORK | NY | 10029 | PC | THE ARTS | $7,500 | |
| NEW YORK BOTANICAL GARDEN | |||||||
| 2900 SOUTHERN BLVD | BRONX | NY | 10458 | PC | THE ARTS | $6,500 | |
| NEW YORK LANDMARKS CONSERVANCY | |||||||
| ONE WHITEHALL ST | 21ST FL | NEW YORK | NY | 10004 | PC | CHARITABLE | $2,000 |
| NEW YORK PUBLIC LIBRARY | |||||||
| 445 FIFTH AVE | 4TH FL | NEW YORK | NY | 10016 | PC | EDUCATION | $5,000 |
| PHYSICIANS FROM REPRODUCTIVE HEALTH | |||||||
| 55 W 39TH ST | STE 1001 | NEW YORK | NY | 10018 | PC | MEDICAL | $7,500 |
| POETS & WRITERS | |||||||
| 90 BROAD STREET | STE 2100 | NEW YORK | NY | 10004 | PC | THE ARTS | $3,500 |
| SOUTHAMPTON FRESH AIR HOME | |||||||
| 36 BAKERS ISLAND RD | SOUTHAMPTON | NY | 11968 | PC | CHARITABLE | $3,000 | |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | PC | CHARITABLE | $15,000 | |
| ST EDMUND'S RETREAT | |||||||
| PO BOX 399 | MYSTIC | CT | 06355 | PC | CHARITABLE | $5,000 | |
| AMERICAN CIVIL LIBERTIES UNION | |||||||
| 125 BROAD ST | 18TH FL | NEW YORK | NY | 10004 | PC | CHARITABLE | $1,500 |
| AMERICAN MUSEUM OF NATURAL HISTORY | |||||||
| CENTRAL PARK WEST 79TH ST | NEW YORK | NY | 10024 | PC | EDUCATION | $1,500 | |
| BAY OAKS HOME FOR THE AGED | |||||||
| 435 NE 34TH ST | MIAMI | FL | 33137 | PC | CHARITABLE | $5,000 | |
| Brady Center to Prevent Gun Violence | |||||||
| 840 FIRST STREET NE | STE 400 | WASHINGTON | DC | 20002 | PC | CHARITABLE | $3,750 |
| Cleveland Orchestra Miami | |||||||
| 1444 BISCAYNE BLVD | STE 302 | MIAMI | FL | 33132 | PC | THE ARTS | $10,000 |
| Friends School of Baltimore | |||||||
| 5114 NORTH CHARLES ST | BALTIMORE | MD | 21210 | PC | EDUCATION | $2,000 | |
| GEDCO | |||||||
| 1010 E 33RD ST | BALTIMORE | MD | 21218 | PC | CHARITABLE | $3,000 | |
| Green Street Academy | |||||||
| 125 N HILTON ST | BALTIMORE | MD | 21229 | PC | EDUCATION | $8,000 | |
| Mother Seton Academy | |||||||
| 2215 GREENMOUNT AVENUE | BALTIMORE | MD | 21218 | PC | EDUCATION | $3,000 | |
| Municipal Art Society of New York | |||||||
| 488 MADISON AVE | STE 1900 | NEW YORK | NY | 10022 | PC | CHARITABLE | $1,500 |
| National Urban League | |||||||
| 120 WALL ST | 8TH FL | NEW YORK | NY | 10005 | PC | CHARITABLE | $1,500 |
| Salvation Army of Greater New York | |||||||
| 120 W 14TH ST | NEW YORK | NY | 10011 | PC | CHARITABLE | $1,500 | |
| Severn School | |||||||
| 201 WATER STREET | SEVERNA PARK | MD | 21146 | PC | EDUCATION | $5,000 | |
| Sister Cities Essex Haiti | |||||||
| PO BOX 26 | ESSEX | CT | 06426 | PC | EDUCATION | $11,000 | |
| BROOKLYN BOTANIC GARDEN | |||||||
| 1000 WASHINGTON AVENUE | BROOKLYN | NY | 11225 | PC | THE ARTS | $3,000 | |
| LOWE ART MUSEUM | |||||||
| 1301 Stanford Drive | Coral Gables | FL | 331246310 | PC | THE ARTS | $10,000 | |
| PUBLIC ART FUND | |||||||
| 1 E 53RD STREET | NEW YORK | NY | 10022 | PC | THE ARTS | $5,000 | |
| TATE AMERICAS FOUNDATION | |||||||
| 520 W 27th St 404 | NEW YORK | NY | 10001 | PC | THE ARTS | $5,000 | |
| WATERFIRE PROVIDENCE | |||||||
| 101 Regent Avenue | Providence | RI | 02908 | PC | THE ARTS | $2,000 | |
| ALASKA WHALE FOUNDATION | |||||||
| PO Box 1927 | Petersburg | AK | 99833 | PC | EDUCATION | $10,000 | |
| BALTIMORE EDUCATIONAL SCHOLARSHIP TRUST | |||||||
| 808 N Charles St | BALTIMORE | MD | 21201 | PC | EDUCATION | $5,000 | |
| CUSHMAN SCHOOL | |||||||
| 592 NE 60th St | MIAMI | FL | 33137 | PC | EDUCATION | $5,000 | |
| LITERACY FOR INCARCERATED TEENS | |||||||
| 1461 1st Avenue 113 | NEW YORK | NY | 10075 | PC | EDUCATION | $2,000 | |
| MISS HALL'S SCHOOL KIDS | |||||||
| PO Box 1166 | Holmes Road | MA | 01202 | PC | EDUCATION | $5,000 | |
| NATIONAL PUBLIC RADIO | |||||||
| 11 W 42nd St 19 | NEW YORK | NY | 10036 | PC | EDUCATION | $5,000 | |
| OUT OF DOOR ACADEMY | |||||||
| 444 Reid St | Sarasota | FL | 34242 | PC | EDUCATION | $5,000 | |
| BE THE MATCH FOUNDATION | |||||||
| 500 N 5th St | Minneapolis | MN | 55401 | PC | MEDICAL | $4,000 | |
| AMERICAN RED CROSS HURRICANE HARVEY | |||||||
| PO Box 37839 | Boone | IA | 50037 | PC | CHARITABLE | $10,000 | |
| COMMUNITY FOUNDATION OF SARASOTA CITY | |||||||
| 2635 Fruitville Rd | Sarasota | FL | 34237 | PC | CHARITABLE | $10,000 | |
| FIGHTING CHANCE | |||||||
| 34 Bay Street Suite 201 | Sag Harbor | NY | 11963 | PC | CHARITABLE | $35,000 | |
| GROW NYC | |||||||
| 100 Gold St 3300 | NEW YORK | NY | 10038 | PC | CHARITABLE | $1,000 | |
| JEWISH FAMILY AND CHILDREN'S SERVICES OF THE SUNCO | |||||||
| 2688 Fruitville Rd | Sarasota | FL | 34237 | PC | CHARITABLE | $7,500 | |
| YMCA OF GREATER NEW YORK | |||||||
| 5 W 63rd St FL 6 | New York | NY | 10023 | PC | CHARITABLE | $2,000 | |
| CITYARTS | |||||||
| 77 Bleecker St Suite C2-18 | New York | NY | 10012 | PC | THE ARTS | $2,000 | |
| FLORIDA CRAFTART | |||||||
| 501 Central Avenue | St Petersburg | FL | 33701 | PC | THE ARTS | $5,000 | |
| LOUIS ARMSTRONG HOUSE MUSEUM | |||||||
| 34-56 107th Street | QUEENS | NY | 11368 | PC | THE ARTS | $2,000 | |
| MOREAN ART CENTER | |||||||
| 719 Central Avenue | St Petersburg | FL | 33701 | PC | THE ARTS | $2,500 | |
| NEW YORK FOUNDATION FOR THE ARTS | |||||||
| 20 JAY STREET SUITE 740 | BROOKLYN | NY | 11201 | PC | THE ARTS | $2,500 | |
| NU DECO ENSEMBLE | |||||||
| 2100 Biscayne Blvd | Miami | FL | 33137 | PC | THE ARTS | $12,500 | |
| PALEY CENTER FOR MEDIA | |||||||
| 25 W 52ND Street | NEW YORK | NY | 10019 | PC | THE ARTS | $2,500 | |
| POLK MUSEUM OF ART | |||||||
| 800 E Palmetto Street | Lakeland | FL | 33801 | PC | THE ARTS | $7,500 | |
| PUBLIC THEATER | |||||||
| 425 Lafayette Street | NEW YORK | NY | 10003 | PC | THE ARTS | $5,000 | |
| RIDGEFIELD THEATER BARN | |||||||
| 37 Halpin Ln | Ridgefield | CT | 06877 | PC | THE ARTS | $7,500 | |
| STUDIO MUSEUM IN HARLEM | |||||||
| 144 W 125th StreeT | NEW YORK | NY | 10027 | PC | THE ARTS | $10,000 | |
| VERMONT STUDIO CENTER | |||||||
| 80 Pearl Street | Johnson | VT | 05656 | PC | THE ARTS | $4,000 | |
| WHITNEY MUSEUM OF AMERICAN ART | |||||||
| 99 Gansevoort Street | New York | NY | 10014 | PC | THE ARTS | $10,000 | |
| STANLEY EUGENE CLARK ELEMENTARY SCHOOL | |||||||
| 2707 ALBEMARLE ROAD | BROOKLYN | NY | 11226 | PC | EDUCATION | $1,500 | |
| HARLEM ACADEMY | |||||||
| 1330 Fifth Avenue | NEW YORK | NY | 10026 | PC | EDUCATION | $1,500 | |
| NEW YORK STUDIO SCHOOL | |||||||
| 8 W 8th St | NEW YORK | NY | 10011 | PC | EDUCATION | $3,000 | |
| NEW YORK LITERACY PROJECT | |||||||
| 303 Cayuga Rd Suite 180 | Cheektowaga | NY | 14225 | PC | EDUCATION | $2,500 | |
| SAINT GEORGE'S SCHOOL | |||||||
| 372 Purgatory Road | MiddletowN | RI | 02842 | PC | EDUCATION | $10,000 | |
| SECOND NATUREEVOKE ALUMNI FOUNDATION | |||||||
| 2711 Santa Clara Drive | Santa Clara | UT | 84765 | PC | EDUCATION | $5,000 | |
| UNIVERSAL SHAIVA FELLOWSHIP | |||||||
| 10925 Stever Street | Culver City | CA | 90230 | PC | EDUCATION | $15,000 | |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| 1275 York Avenue | NEW YORK | NY | 10065 | PC | MEDICAL | $10,000 | |
| MULTICULTURAL HEALTH INSTITUTE | |||||||
| 677 North Washington Blvd Suite 17 | Sarasota | FL | 34236 | PC | MEDICAL | $10,000 | |
| AMERICAS SOCIETY | |||||||
| 680 Park Avenue | NEW YORK | NY | 10065 | PC | CHARITABLE | $2,500 | |
| ARAB-AMERICAN FAMILY SUPPORT CENTER | |||||||
| 150 Court Street 3rd Flr | BROOKLYN | NY | 11201 | PC | CHARITABLE | $1,000 | |
| BROOKWOOD FLORIDA | |||||||
| 901 Seventh Avenue South | St Petersburg | FL | 33705 | PC | CHARITABLE | $2,500 | |
| CHILD PROTECTION CENTER | |||||||
| 720 South Orange Ave | Sarasota | FL | 34236 | PC | CHARITABLE | $5,000 | |
| EAST SIDE HOUSE | |||||||
| 337 Alexander Avenue | BRONX | NY | 10454 | PC | CHARITABLE | $2,500 | |
| GIRLS INCORPORATED OF SARASOTA COUNTY | |||||||
| 201 South Tuttle Avenue | Sarasota | FL | 34237 | PC | CHARITABLE | $7,500 | |
| GRASP | |||||||
| 40569 Calle Balderas | Indio | CA | 92203 | PC | CHARITABLE | $20,000 | |
| GREYHOUND ADVANCEMENT CENTER | |||||||
| 9019 4th Street North | St Petersburg | FL | 33702 | PC | CHARITABLE | $3,000 | |
| HOPE FOR CHILDREN AND FAMILIES | |||||||
| 2208 Reading Rd | Cincinnati | OH | 45202 | PC | CHARITABLE | $2,000 | |
| HOUR CHILDREN | |||||||
| 36-11 12th St | Long Island City | NY | 11106 | PC | CHARITABLE | $1,500 | |
| MEALS ON WHEELS OF SARASOTA | |||||||
| 421 N Lime Ave | Sarasota | FL | 34237 | PC | CHARITABLE | $3,000 | |
| NEW YORK COMMON PANTRY | |||||||
| 8 E 109th Street | NEW YORK | NY | 10029 | PC | CHARITABLE | $5,000 | |
| PELICAN HARBOR SEABIRD STATION | |||||||
| 1279 NE 79th Street Causeway | MIAMI | FL | 33138 | PC | CHARITABLE | $1,500 | |
| PROJECT 180 | |||||||
| 470 E 3rd Street Suite C | LOS ANGELES | CA | 90013 | PC | CHARITABLE | $2,500 | |
| ROYAL FAMILY KIDS CAMP | |||||||
| 3000 W MacArthur Blvd Ste 412 | Santa Ana | CA | 92704 | PC | CHARITABLE | $6,500 | |
| SARASOTA-BRADENTON KAPPA ALPHA PSI | |||||||
| 1720 26th Ave E | Bradenton | FL | 34208 | PC | CHARITABLE | $2,500 | |
| SPARCC | |||||||
| 2139 Main Street | SARASOTA | FL | 34237 | PC | CHARITABLE | $5,000 | |
| STRENGTH IN ACTION | |||||||
| 1314 2nd Ave W | Palmetto | FL | 34221 | PC | CHARITABLE | $5,000 | |
| TMI PROJECT | |||||||
| 721 Broadway Suite 110 | KINGSTON | NY | 12401 | PC | CHARITABLE | $1,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,115,750 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $561,477 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $651,469 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| ENERGY TRANSFER PARTNERS | 01 | $8,733 |
| WILLIAMS PARTNERS LP | 01 | -$177 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,221,514 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,221,514 | 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) |
|---|---|---|
| Category | EISNERAMPER LLP | CategoryTxt |
| Amt | $20,000 | Amt |
| Net Investment Income | $10,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,000 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SCHWAB 6524 | $1,431,745 | $1,437,520 |
| MORGAN STANLEY 503 018755 | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB 6524 | $5,142,354 | $7,305,329 |
| MORGAN STANLEY 503 018755 | $7,384,437 | $11,313,592 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,399,031 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,478,100 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MS KERR - ENERGY TRANSF | AT COST | $15,063 | $107,520 |
| MS KERR - WILLIAMS PARTNERS | AT COST | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| POSTAGE | $682 | $682 | |
| SUPPLIES | $2,352 | $2,352 | |
| MISCELLANEOUS | $5,877 | $5,877 | |
| OTHER EMPLOYEE PENSION | $16,000 | ||
| NEW YORK LAW JOURNAL FEE | $155 | $155 | |
| ATTORNEY GENERAL FILING FEE | $750 | $750 | |
| BANK FEE - DEUTSCHE | $443 | $443 | |
| BANK FEE - SCHWAB 6524 ADR | $419 | $419 | |
| MISC BANK ADJ MS018755 | -$1,080 | ||
| WHFIT FEES - MS018755 | $101 | $101 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ENERGY TRANSFER PARTNERS LP | $8,733 | $8,769 |
| WILLIAMS PARTNERS LP | -$177 | -$174 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT MGMT FEES- KERR | $40,107 | $40,107 |
| INVESTMENT MGMT FEES- WHALEN | $79,112 | $79,112 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAX | $7,000 | |
| FOREIGN TAX- MS 018755 KERR | $1,410 | $1,521 |
| FOREIGN TAX- SCHWAB 6524 | $4,388 | $4,388 |
Comments