HUGH AND PATRICIA OKANE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- HUGH AND PATRICIA OKANE FOUNDATION (EIN 27-4313631)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-11
- IRS object ID
- 201741319349101594
- Schema version
- 2016v3.0
- 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
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-11T11:38:20-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 030460159 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOMLER & HOMLER LLP CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 SOUTH SERVICE ROAD | AddressLine1Txt |
| City | JERICHO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11753 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | 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 O'KANE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O HUGH O'KANE | 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 OKANE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5167590944 | PhoneNum |
| Signature | 2017-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HOMLER HOMLER LLP CPA'S | PreparerPersonNm |
| PTIN | P00759410 | PTIN |
| Phone | 5167471191 | PhoneNum |
| Preparation | 2017-04-25 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.120.154.56 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-11 | IPDt |
| IP Tm | 12:35:39 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2A85BADF200E08500B4768CFD930644C9BD70E5F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A828C4A9EA7163A1186987DDFC6D5F162A10F777 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,490,903 | 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 | $25 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $25 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $93,465 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $93,465 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,714 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $343,564 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $248,462 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $108,204 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $341,952 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| 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 | $1,133 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $150 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $150 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,533 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,500 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,900 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $169,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $169,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $175,833 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,500 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $171,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$67,629 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $338,452 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $38,771 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $299,994 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $299,994 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,212,747 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,883,896 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,190,909 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,251,518 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,183,890 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,490,903 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,515,652 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,515,652 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$264,134 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$331,762 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,251,518 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,183,890 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,251,518 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,183,890 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,251,518 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$67,629 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $2,183,890 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,183,890 | 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 | $343,564 | GrossSalesPriceAmt |
| Cost Or Other Basis | $95,102 | CostOrOtherBasisAmt |
| Gain Or Loss | $248,462 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $248,462 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $248,462 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $169,162 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,258,167 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051919 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $145,420 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,447,576 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042180 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $231,395 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,059,891 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.075622 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $66,456 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,822,676 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.023544 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $79,243 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,654,095 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.029857 | DistributionYr5Rt |
| Total Distribution | 0.223122 | TotalDistributionRt |
| Average Distribution | 0.044624 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,264,061 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $145,655 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,385 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $149,040 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $171,200 | 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 | $3,385 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,385 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,385 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,320 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,320 | TotalPaymentsAndCreditsAmt |
| Tax Due | $2,065 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | HOMLER HOMLER LLP | IndividualWithBooksNm |
| Phone | 5167471191 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 SOUTH SERVICE ROAD | AddressLine1Txt |
| City | JERICHO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11753 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| HUGH O'KANE | ||||||||
| 190 PIPING ROCK ROAD | LOCUST VALLEY | NY | 11560 | DIRECTOR & PRESIDENT | 0.00 | $0 | $0 | $0 |
| PATRICIA O'KANE | ||||||||
| 190 PIPING ROCK ROAD | LOCUST VALLEY | NY | 11560 | DIRECTOR,VICE PRESIDENT & | 0.00 | $0 | $0 | $0 |
| HUGH R O'KANE | ||||||||
| 300 HIGHWOOD CIRCLE | OYSTER BAY COVE | NY | 11771 | DIRECTOR & TREASURER | 0.00 | $0 | $0 | $0 |
| KATHLEEN O'KANE TOBIN | ||||||||
| 67 COVE ROAD | OYSTER BAY COVE | NY | 11771 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ALICE O'KANE MILLER | ||||||||
| 1956 BARTON HILL ROAD | RESTON | VA | 20191 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JOHN O'KANE | ||||||||
| 133 WOODS ROAD | LOCUST VALLEY | NY | 11560 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,167,634 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $146,134 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,313,768 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,313,768 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $49,707 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,264,061 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $163,203 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $163,203 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,385 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,385 | TotalTaxAmt |
| Distributable Before Adj | $159,818 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $159,818 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $159,818 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $171,200 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $171,200 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,385 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $167,815 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $159,818 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $63,460 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $171,200 | QualifyingDistributionsAmt |
| Applied To Year1 | $63,460 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $107,740 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $52,078 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HUGH O'KANE | ContributingManagerNm |
| Contributing Manager | PATRICIA O'KANE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | ||||||||
| 195 WILLIS AVENUE | MINEOLA | NY | 11501 | N/A | PUBLIC | FUND DISASTER RESPONSE | $500 | |
| AUTISM RESEARCH INSTITUTE | ||||||||
| 4182 ADAMS AVENUE | SAN DIEGO | CA | 92116 | N/A | PUBLIC | CONDUCTING AND SPONSORING RESEARCH AIMED AT IMPROVING THE QUALITY OF LIFE FOR TODAY'S GENERATION OF CHILDREN AND ADULTS WITH AUTISM SPECTRUM DISODERS. | $1,000 | |
| BOSTON COLLEGE | ||||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | N/A | PUBLIC | EDUCATION | $50,000 | |
| BOYS AND GIRLS OF CLIFTON | ||||||||
| 822 CLIFTON AVENUE | CLIFTON | NJ | 07013 | N/A | PUBLIC | DEVELOPMENT OF YOUTH | $1,000 | |
| BROOKS SCHOOL | ||||||||
| 1160 GREAT POND ROAD | NORTH ANDOVER | MA | 01845 | N/A | PUBLIC | TO PROVIDE THE MOST MEANINGFUL EDUCATIONAL EXPERIENCE OUR STUDENTS WILL HAVE IN THEIR LIVES. | $500 | |
| CATHOLIC CHARITIES | ||||||||
| 2050 BALLENGER AVENUE SUITE 400 | ALEXANDRIA | VA | 22314 | N/A | PUBLIC | PROVIDE LEADERSHIP AND SUPPORT FOR THE WORK OF LOCAL AGENCIES IN THEIR EFFORTS TO REDUCE POVERTY, SUPPORT FAMILIES AND EMPOWER COMMUNITIES. | $200 | |
| CHILDREN'S NATIONAL MEDICAL CENTER | ||||||||
| 111 MICHIGAN AVENUE NW | WASHINGTON | DC | 20010 | N/A | PUBLIC | EXCLUSIVE PROVIDER OF PEDIATRIC CARE IN WASHINGTON, D.C.MEDICAL RESEARCHSUPPORT THE PEOPLE AND RESOURCES TO PROVIDE THE BEST PEDIATRIC CARE POSSIBLE TO PATIENTS, DISCOVER CURES AND ADVOCATE FOR CHILDREN'S HEALTH. | $2,000 | |
| CHOATE ROSEMARY HALL | ||||||||
| 333 CHRISTIAN STREET | WALLINGFORD | CT | 064923800 | N/A | PUBLIC | TO PROVIDE NEW RESOURCES FOR LEARNING AND DISCOVERY, EXPAND THE FINANCIAL AID PROGRAM TO STUDENTS WHO NEED IT AND IMPROVE ITS FACILITIES. | $1,000 | |
| CHURCH OF SAINT DOMINIC | ||||||||
| 93 ANSTICE STREET | OYSTER BAY | NY | 11771 | N/A | PUBLIC | TO SUPPORT THE PARISH AND SCHOOLS. | $2,500 | |
| COLD SPRING HARBOR LABS | ||||||||
| 1 BUNGTOWN ROAD | LAUREL HOLLOW | NY | 11791 | N/A | PUBLIC | MEDICAL RESEARCHRESEARCH | $1,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 7TH AVENUE FRNT 2 | NEW YORK | NY | 10001 | N/A | PUBLIC | PROVIDED MEDICAL CARE TO PEOPLE IN NEARLY 70 COUNTRIES WORLDWIDE, SAVING LIVES THREATENED BY VIOLENCE, NEGLECT, OR CATASTROPHE. | $1,000 | |
| GLEN COVE BOYS AND GIRLS CLUB | ||||||||
| 113 GLEN COVE AVENUE | GLEN COVE | NY | 11542 | N/A | PUBLIC | DEVELOPMENT OF YOUTHTO PROVIDE A CARING ENVIRONMENT TO INSPIRE AND ENABLE ALL YOUNG PEOPLE TO REALIZE THEIR FULL POTENTIAL AS PRODUCTIVE AND RESPONSIBLE CITIZENS. | $28,000 | |
| GREEN WOOD HISTORICAL FUND | ||||||||
| 500 25TH STREET | BROOKLYN | NY | 11232 | N/A | PUBLIC | TO MAINTAIN GREEN-WOODS MONUMENTS AND BUILDINGS OF HISTORICAL, CULTURAL AND ARCHITECTURAL 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. | $5,000 | |
| HOBE SOUND COMMUNITY CHEST | ||||||||
| PO BOX 511 | HOBE SOUND | FL | 334750511 | N/A | PUBLIC | RAISE FUNDS FOR AND TO PROVIDE FINANCIAL, ADVISORY, AND VOLUNTEER SUPPORT TO THOSE QUALIFYING NONPROFIT SOCIAL SERVICE AGENCIES THAT CONTRIBUTE TO THE SUSTAINED IMPROVEMENT IN THE LIVES OF NEEDY PEOPLE IN THE HOBE SOUND COMMUNITY. | $5,000 | |
| HOPE FOR THE WARRIORS | ||||||||
| 55 WATER STREET | NEW YORK | NY | 10041 | N/A | PUBLIC | 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 | PUBLIC | PROMOTE SOCIAL SERVICES | $500 | |
| JUPITER ISLAND LIBRARY | ||||||||
| 705 MILITARY TRAIL | JUPITER | FL | 33458 | N/A | PUBLIC | LIBRARYPUBLIC LIBRARYPUBLIC LIBRARY | $150 | |
| JUPITER ISLAND MEDICAL CLINIC | ||||||||
| 100 ESTRADA SQUARE | HOBE SOUND | FL | 33455 | N/A | PUBLIC | MEDICAL CLINIC | $500 | |
| JUPITER MEDICAL CENTER FOUNDATION | ||||||||
| 1210 SOUTH DIXIE HIGHWAY | JUPITER | FL | 33458 | N/A | PUBLIC | 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 | |
| JUPITER ISLAND HISTORICAL SOCIETY | ||||||||
| 2 BRIDGE ROAD | HOBE SOUND | FL | 33455 | N/A | PUBLIC | EDUCATIONAL ORGANIZATION | $400 | |
| MAKE-A-WISH FOUNDATION | ||||||||
| 4742 NORTH 24TH STREET SUITE 400 | PHOENIX | AZ | 85016 | N/A | PUBLIC | HELP SUPPORT CANCER PATIENTSPROVIDE GIFTS FOR CHILDREN WITH LIFE-THREATENING MEDICAL CONDITIONS. | $1,000 | |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | N/A | PUBLIC | HELP FUND CANCER RESEARCH. | $2,500 | |
| MOUNT SINAI HOSPITAL | ||||||||
| ONE GUSTAVE L LEVY PLACE PO BOX | NEW YORK | NY | 100296574 | N/A | PUBLIC | HELP PROVIDE FREE AND CONFIDENTIAL COUNSELING, ADVOCACY AND SUPPORT TO PAST AND NEW SURVIVORS OF RAPE, SEXUAL ASSAULT, INCEST AND DOMESTIC VIOLENCE. | $13,500 | 1049 |
| NORTH SHORE LAND ALLIANCE | ||||||||
| 151 POST ROAD | OLD WESTBURY | NY | 11568 | N/A | PUBLIC | LAND CONSERVATION | $2,000 | |
| PARTNERS IN HEALTH | ||||||||
| 888 COMMONWEALTH AVE 3RD FLOOR | BOSTON | MA | 02215 | N/A | PUBLIC | RESEARCH, ADVOCACY AND PUBLICATIONS RELATED TO HEALTH WORLDWIDE. | $250 | |
| PLANTING FIELDS FOUNDATION | ||||||||
| 1395 PLAINTING FIELDS ROAD | OYSTER BAY | NY | 11771 | N/A | PUBLIC | PRESERVING AND INTERPRETING PLANTAREASING FIELDS AR.BORETUM 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. | $1,100 | |
| SAM HOUSTON STATE UNIVERSITY | ||||||||
| 1803 AVENUE I | HUNTSVILLE | TX | 77341 | N/A | PUBLIC | EDUCATION | $200 | |
| SAMADI ROBOTICS FOUNDATION | ||||||||
| 485 MADISON AVENUE | NEW YORK | NY | 10022 | N/A | PUBLIC | DEDICATED TO PREVENTING, TREATING, AND ULTIMATELY FINDING A CURE FOR PROSTATE CANCER. | $2,500 | |
| ST ANTHONYS HIGH SCHOOL | ||||||||
| 275 WOLF HILL ROAD | SOUTH HUNTINGTON | NY | 11747 | N/A | PUBLIC | TO EDUCATE YOUNG MEN AND WOMEN ON THEIR JOURNEY TOWARDS TRUTH. | $1,500 | |
| ST DOMINIC HIGH SCHOOL | ||||||||
| 110 ANSTICE STREET | OYSTER BAY | NY | 11771 | N/A | PUBLIC | EDUCATION | $2,500 | |
| ST GEORGE'S SCHOOL | ||||||||
| PO BOX 1910 | NEWPORT | RI | 028400190 | N/A | PUBLIC | SUPPORT TO HELP PROVIDE A LEARNING ENVIRONMENT WHICH ENCOURAGES EACH STUDENT TO ACHIEVE HIS OR HER PERSONAL BEST. | $3,500 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 381051942 | N/A | PUBLIC | SEARCH FOR BETTER TREATMENTS AND CURES FOR CHILDHOOD DISEASES. | $500 | |
| THE GREEN VALE SCHOOL | ||||||||
| 250 VALENTINES LANE | OLD BROOKVILLE | NY | 115452523 | N/A | PUBLIC | HELP FUND FACULTY SALARIES, CURRICULUM DEVELOPMENT, STUDENT ACTIVITIES, FINANCIAL AID, AND FACILITIES MAINTENANCE. | $7,500 | |
| THE LANGLEY SCHOOL | ||||||||
| 1411 BALL HILL ROAD | MCLEAN | VA | 22101 | N/A | PUBLIC | EDUCATION. | $4,000 | |
| UNIVERSITY OF NOTRE DAME | ||||||||
| UNIVERSITY OF NOTRE DAME | NOTRE DAME | IN | 46556 | N/A | PUBLIC | EDUCATION.EDUCATION | $3,500 | |
| WINTHROP UNIVERSITY HOSPITAL | ||||||||
| 259 FIRST STREET | MINEOLA | NY | 11501 | N/A | PUBLIC | MEDICAL RESEARCH | $11,000 | |
| COMMUNITY FOUNDATION OF OYSTER BAY | ||||||||
| PO BOX 329 | OYSTER BAY | NY | 11771 | N/A | PUBLIC | PROVIDE PROGRAMS TO RESIDENTS IN NEED | $250 | |
| JUVENILE DIABETES RESEARCH FOUNDATION | ||||||||
| 26 BROADWAY 14TH FLOOR | NEW YORK | NY | 10004 | N/A | PUBLIC | PROVIDE RESEARCH AND SUPPORT TO THOSE AFFECTED BY TYPE ONE DIABETES | $6,000 | |
| OLD WESTBURY GARDENS | ||||||||
| PO BOX 430 | OLD WESTBURY | NY | 11568 | N/A | PUBLIC | PRESERVE LANDSCAPE, GARDENS AND ARCHITECTURE | $1,000 | |
| SAVE THE CHILDREN | ||||||||
| 501 KINGS HIGHWAY EAST SUITE 400 | FAIRFIELD | CT | 06825 | N/A | PUBLIC | HELPS CHILDREN IN 120 COUNTRIES | $1,000 | |
| TOWN OF JUPITER ISLAND | ||||||||
| 2 BRIDGE ROAD | HOBE SOUND | FL | 33455 | N/A | PUBLIC | PROMOTES COMMUNITY COMMUNICATIONS | $250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $169,300 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $93,465 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,714 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $108,204 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $108,204 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $3,500 | NetInvestmentIncomeAmt |
| 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 | $1,883,896 | EOYBookValueAmt |
| EOYFMV | $3,190,909 | 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 |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND FROM PRIOR PERIOD | Desc |
| Amt | $1 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |
| Amt | $1,133 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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