EAGAN FAMILY FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- EAGAN FAMILY FOUNDATION INC (EIN 13-4085533)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-11
- IRS object ID
- 201603169349101015
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-11T14:40:06-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 274125859 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONARCH BUSINESS & WEALTH MGMT LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 209 E 31ST STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134085533 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EAGAN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O MONARCH WEALTH & BUSINESS MGMT | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EAGA | BusinessNameControlTxt |
| Phone | 2128948100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 209 EAST 31ST STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRIS EAGAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2128948100 | PhoneNum |
| Signature | 2016-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARRY KLARBERG | PreparerPersonNm |
| PTIN | P01493095 | PTIN |
| Phone | 2128948100 | PhoneNum |
| Preparation | 2016-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,270,991 | 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 | $21,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $40,171 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $40,171 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $40,171 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $104,648 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $104,648 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $104,648 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $1,016 | GrossSalesLessRetAndAllwncAmt |
| Gross Profit Rev And Expnss | $1,016 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $1,016 | GrossProfitAdjNetIncmAmt |
| Total Rev And Expnss | $166,836 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $144,820 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $41,188 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,043 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,043 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,043 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,043 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $120,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $120,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $134,643 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,043 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $120,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $32,193 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $130,777 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $41,188 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $23,694 | CashBOYAmt |
| Cash EOY | $12,044 | CashEOYAmt |
| Cash EOYFMV | $12,044 | CashEOYFMVAmt |
| Other Investments BOY | $1,543,315 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,258,947 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,258,947 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,567,009 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,270,991 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,270,991 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,567,009 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,270,991 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,567,009 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,270,991 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,567,009 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,270,991 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,567,009 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $32,193 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,599,202 | SubtotalAmt |
| Other Decreases | $328,211 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,270,991 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 500 SHS UNITED PARCEL SERVICE-B | D | 2005-12-23 | 2015-11-02 | $52,264 | $52,264 | $52,264 |
| 500 SHS UNITED PARCEL SERVICE-B | D | 2005-12-23 | 2015-11-20 | $52,384 | $52,384 | $52,384 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $104,648 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $118,319 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,445,641 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.081845 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $109,530 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $0 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.000000 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $65,135 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $0 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $89,152 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $0 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $86,584 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.081845 | TotalDistributionRt |
| Average Distribution | 0.016369 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,372,338 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $22,464 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,308 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $23,772 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $120,600 | 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 | $1,308 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,308 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,308 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $25 | EsPenaltyAmt |
| Tax Due | $1,333 | 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 |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONARCH WEALTH & BUSINESS MANAGEMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2128948100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 209 EAST 31ST STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN EAGAN | ||||||||
| 60 WEST SHORE DRIVE | HASKELL | NJ | 07420 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| J CHRISTOPHER EAGAN | ||||||||
| 143 6TH AVENUE | BROOKLYN | NY | 11217 | VICE-PRESIDENT | 0.00 | $0 | $0 | $0 |
| MARIA EAGAN | ||||||||
| 12135 SADDLE ROAD | CARMEL VALLEY | CA | 93924 | VICE-PRESIDENT | 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 | $1,379,481 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,756 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,393,237 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,393,237 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,899 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,372,338 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $68,617 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $68,617 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,308 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,308 | TotalTaxAmt |
| Distributable Before Adj | $67,309 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $67,309 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $67,309 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $120,600 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $120,600 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,308 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $119,292 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $67,309 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $47,585 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $30,180 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $65,500 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $24,325 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $48,213 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $215,803 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $120,600 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $67,309 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $53,291 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $269,094 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $47,585 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $221,509 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $30,180 | ExcessFromYear4Amt |
| Excess From Year3 | $65,500 | ExcessFromYear3Amt |
| Excess From Year2 | $24,325 | ExcessFromYear2Amt |
| Excess From Year1 | $48,213 | ExcessFromYear1Amt |
| Excess From Current Year | $53,291 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | J CHRISTOPHER EAGAN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | J CHRISTOPHER EAGAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 143 6TH AVENUE | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11217 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2128948100 | RecipientPhoneNum |
| Form And Info And Materials | NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (54 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| EASTERN CHRISTIAN CHILDREN'S RETREAT | ||||||||
| 700 MOUNTAIN AVENUE | WYCKOFF | NJ | 07481 | N/A | PUBLIC CHARITY | SUPPORT INDIVIDUALS WITH MENTAL AND PHYSICAL DISABILITIES | $500 | |
| ALZHEIMER'S FOUNDATION OF AMERICA | ||||||||
| 322 EIGHT AVENUE 7TH FLOOR | NEW YORK | NY | 10001 | N/A | PUBLIC CHARITY | SUPPORT FOR ALZHEIMER'S RESEARCH | $2,000 | |
| PROSPECT PARK ALLIANCE | ||||||||
| 95 PROSPECT PARK WEST | BROOKLYN | NY | 11215 | N/A | PUBLIC CHARITY | SUPPORT OF WILDLIFE | $1,500 | |
| ST FRANCIS OF ASSISI CHURCH | ||||||||
| 868 RINGWOOD AVENUE | HASKELL | NJ | 07420 | N/A | PUBLIC CHARITY | SUPPORT FOR RELIGIOUS EDUCATION | $15,000 | |
| NEW YORK PHILHARMONIC | ||||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | N/A | PUBLIC CHARITY | SUPPORT FOR MUSIC AND DANCE PERFORMANCE AND EDUCATION | $9,000 | |
| THE CARTER CENTER | ||||||||
| 453 FREEDOM PARKWAY | ATLANTA | GA | 30307 | N/A | PUBLIC CHARITY | SUPPORT FOR HUMAN SUFFERING | $3,000 | |
| MARY KNOLL FATHERS AND BROTHERS | ||||||||
| 55 RYDER RD | OSSINING | NY | 10562 | N/A | PUBLIC CHARITY | TO SUPPORT DEVELOPMENT AND NUTURING | $1,000 | |
| CHURCHES FOR MIDDLE EAST PEACE | ||||||||
| 110 MARYLAND AVENUE NE 311 | WASHINGTON | DC | 20002 | N/A | PUBLIC CHARITY | SUPPORT FOR ENDING FIGHT IN MIDDLE EAST | $500 | |
| FORDHAM UNIVERSITY | ||||||||
| 888 SEVENTH AVENUE 7TH FLOOR | NEW YORK | NY | 10001 | N/A | PUBLIC CHARITY | SUPPORT FOR STUDENTS AND UNIVERSITY | $1,500 | |
| NEW YORK PRESBYTERIAN | ||||||||
| 654 WEST 170TH STREET | NEW YORK | NY | 10032 | N/A | PUBLIC CHARITY | SUPPORT FOR MEDICAL CARE | $1,000 | |
| CATHOLIC RELIEF SERVICE | ||||||||
| 228 W LEXINGTON ST | BALTIMORE | MD | 21201 | N/A | PUBLIC CHARITY | SUPPORT THE POOR AND VULNERABLE OVERSEAS | $1,000 | |
| PAPER MILL PLAYHOUSE | ||||||||
| 22 BROOKSIDE DRIVE | MILLBURN | NJ | 07041 | N/A | PUBLIC CHARITY | SUPPORT MUSICAL THEATER STUDENTS | $1,000 | |
| NATIONAL ASSOCIATION FOR THE ADVANCEMENT OF COLORED PEOPLE | ||||||||
| 4805 MT HOPE DRIVE | BALTIMORE | MD | 21215 | N/A | PUBLIC CHARITY | SUPPORT FOR SOCIAL INEQUALITIES | $500 | |
| NATIONAL LAW ENFORCEMENT OFFICE MEMORIAL FUND | ||||||||
| EAST STREET BETWEEN 4TH AND 4TH | WASHINGTON | DC | 20004 | N/A | PUBLIC CHARITY | SUPPORT LAW ENFORCEMENT-HONOR AND REMEMBER THE SERVICE AND SACRIFICE | $500 | STREETS |
| BROOKLYN CONSERVATORY OF MUSIC | ||||||||
| 58 SEVENTH AVENUE | BROOKLYN | NY | 11217 | N/A | PUBLIC CHARITY | SUPPORT FOR THEATRE AND MUSIC EDUCATION | $250 | |
| NEW YORK TIMES FUND | ||||||||
| 620 EIGHTH AVENUE | NEW YORK | NY | 10018 | N/A | PUBLIC CHARITY | SUPPORT FOR HOMELESS PEOPLE | $1,000 | |
| UTICA COLLEGE | ||||||||
| 1600 BURRSTONE ROAD | NEW YORK | NY | 13502 | N/A | PUBLIC CHARITY | SUPPORT FOR COLLEGE DEVELOPMENT | $2,000 | |
| WORLD WILD LIFE FOUNDATION | ||||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | N/A | PUBLIC CHARITY | SUPPORT OF WILDLIFE ISSUES REGARDING CONSERVATION, RESEARCH & RESTORATION | $500 | |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | N/A | PUBLIC CHARITY | SUPPORT FOR CANCER RESEARCH | $1,000 | |
| AMERICAN DIABETEES ASSOCIATION | ||||||||
| 1701 NORTH BEAUREGARD ST | ALEXANDRIA | VA | 22311 | N/A | PUBLIC CHARITY | SUPPORT FOR PREVENTION AND CURING DIABETES | $2,000 | |
| PARK SLOPE CHRISTIAN HELP | ||||||||
| 200 FOURTH AVENUE | BROOKLYN | NY | 11217 | N/A | PUBLIC CHARITY | SUPPORT FOR THE HOMELESS | $1,000 | |
| BOSTON SYMPHONY ORCHESTRA | ||||||||
| 301 MASSACHUSETTS AVENUE | BOSTON | MA | 02215 | N/A | PUBLIC CHARITY | SUPPORT FOR MUSIC AND THEATRE PERFORMANCE | $3,000 | |
| BROOKLYN ACADEMY OF MUSIC | ||||||||
| 30 LAFAYETTE AVENUE | BROOKLYN | NY | 11217 | N/A | PUBLIC CHARITY | SUPPORT FOR THEATRE AND ARTS EDUCATION | $2,500 | |
| AMERICARES | ||||||||
| 88 HAMILTON AVE | STAMFORT | CT | 06902 | N/A | PUBLIC CHARITY | SUPPORT PEOPLE IN CRISIS | $3,000 | |
| AMERICAN MUSEUM OF NATURAL HISTORY | ||||||||
| CENTRAL PARK WEST AT 79TH STREET | NEW YORK | NY | 10024 | N/A | PUBLIC CHARITY | SUPPORT FOR SCIENCE EDUCATION | $1,000 | |
| RED CLOUD INDIAN SCHOOL | ||||||||
| 100 MISSION DRIVE | PINE RIDGE | SD | 57770 | N/A | PUBLIC CHARITY | SUPPORT FOR SCHOOL DEVELOPMENT | $500 | |
| WOUNDED WARRIOR PROJECT | ||||||||
| 370 7TH AVENUE SUITE 1802 | NEW YORK | NY | 10001 | N/A | PUBLIC CHARITY | SUPPORT INJURED SERVICE MEMBERS | $2,000 | |
| CARNEGIE HALL SOCIETY | ||||||||
| 8881 SEVENTH AVENUE | NEW YORK | NY | 10019 | N/A | PUBLIC CHARITY | SUPPORT FOR MUSIC EDUCATION | $2,000 | |
| YOUNG AUDIENCES NEW YORK | ||||||||
| 1 EAST 53RD STREET | NEW YORK | NY | 10022 | N/A | PUBLIC CHARITY | SUPPORT OF YOUNG AUDIENCES IN ART AND HUMANITY | $1,000 | |
| MEDICAL MISSIONS FOR CHILDREN | ||||||||
| 35 GETTING AVE BLDG 400 | PATERSON | NJ | 07503 | N/A | PUBLIC CHARITY | SUPPORT FOR CHILDREN'S HEALTHCARE | $12,000 | |
| WNET NEW YORK PUBLIC MEDIA | ||||||||
| 825 EIGHT AVENUE | NEW YORK | NY | 10019 | N/A | PUBLIC CHARITY | SUPPORT OF PUBLIC TELEVISION STATIONS | $1,000 | |
| COVENANT HOUSE | ||||||||
| 5 PENN PLAZA | NEW YORK | NY | 10001 | N/A | PUBLIC CHARITY | SUPPORT FOR CHILDREN IN NEED | $1,000 | |
| UNITED NATION ASSOCIATION OF USA | ||||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | N/A | PUBLIC CHARITY | SUPPORT FOR CHILDREN IN NEED | $1,000 | |
| OGLALA LAKOTA COLLEGE | ||||||||
| 537 PIYA WICONI ROAD | KYLE | SD | 57752 | N/A | PUBLIC CHARITY | SUPPORT FOR COLLEGE DEVELOPMENT | $500 | |
| UNICEF UNITED STATES FUND | ||||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10039 | N/A | PUBLIC CHARITY | SUPPORT FOR CHILDREN IN NEED | $1,000 | |
| UNITED STATES NAVY MEMORIAL | ||||||||
| 701 PENNSYLVANIA AVENUE NW SUITE | WASHINGTON | DC | 20004 | N/A | PUBLIC CHARITY | SUPPORT FOR NAVAL EDUCATION | $500 | 123 |
| GAY MEN'S HEALTH CRISIS | ||||||||
| 446 WEST 33RD STREET | NEW YORK | NY | 10001 | N/A | PUBLIC CHARITY | SUPPORT FOR AIDS | $500 | |
| COLUMBIA UNIVERSITY | ||||||||
| 622 WEST 113TH STREET | NEW YORK | NY | 10025 | N/A | PUBLIC CHARITY | SUPPORT FOR SCHOOL DEVELOPMENT | $3,000 | |
| AMVETS NATIONAL SERVICE FOUNDATION SERVING VETERANS | ||||||||
| 4647 FORBES BOULEVARD | LANHAM | MD | 20706 | N/A | PUBLIC CHARITY | SUPPORT FOR AMERICAN VETERANS | $500 | |
| WQXR | ||||||||
| 160 VARUCJ ST 8 | NEW YORK | NY | 10013 | N/A | PUBLIC CHARITY | SUPPORT FOR RADIO STATIONS | $1,500 | |
| EQUAL JUSTICE AMERICA | ||||||||
| 135450 EAST BOUNDARY ROAD BUILDING | MIDLOTHIAN | VA | 23112 | N/A | PUBLIC CHARITY | SUPPORT FOR FORDHAM LAW STUDENTS HELPING THE POOR | $250 | II SUITE 204 |
| CHILTON MEMORIAL HOSPITAL | ||||||||
| 97 WEST PKWY | POMPTON PLAINS | NJ | 07444 | N/A | PUBLIC CHARITY | SUPPORT COMMUNITY HEALTH | $3,000 | |
| ARTHRITIS FOUNDATION | ||||||||
| 122 EAST 42ND STREET 18TH FLOOR | NEW YORK | NY | 10016 | N/A | PUBLIC CHARITY | SUPPORT FOR PEOPLE WITH ARTHRITIS | $1,000 | |
| ICE THEATRE OF NEW YORK | ||||||||
| 62 CHELSEA PIERS SUITE 308 | NEW YORK | NY | 10011 | N/A | PUBLIC CHARITY | SUPPORT FOR THEATER EDUCATION | $3,850 | |
| NATIONAL PARKINSON FOUNDATION | ||||||||
| 200 SE 1ST STREET SUITE 800 | MIAMI | FL | 33131 | N/A | PUBLIC CHARITY | SUPPORT FOR PARKINSONS RESEARCH | $1,000 | |
| UNITED WAY OF PASSAIC COUNTY | ||||||||
| 301 MAIN STREET | PATERSON | NJ | 70505 | N/A | PUBLIC CHARITY | SUPPORT CHILD DEVELOPMENT | $5,000 | |
| HEALING THE CHILDREN NATIONAL OFFICE | ||||||||
| PO BOX 9065 | SPOKANE | WA | 99209 | N/A | PUBLIC CHARITY | SUPPORT FOR CRITICAL MEDICAL CARE TO UNDERSERVED CHILDREN | $1,000 | |
| WEILL CORNELL MEDICAL COLLEGE | ||||||||
| 1300 YORK AVENUE BOX 314 | NEW YORK | NY | 10065 | N/A | PUBLIC CHARITY | SUPPORT FOR DEVELOPMENT OF MEDICAL CENTER | $1,000 | |
| LA GUARDIA PARENTS ASSOCIATION | ||||||||
| 100 AMSTERDAM AVE | NEW YORK | NY | 10023 | N/A | PUBLIC CHARITY | SUPPORT TO ENCOURAGE PARENTS INTEREST ANDTO PROMOTE GENERAL WELFARE | $250 | |
| NATIONAL MENIGITIS ASSOCIATION | ||||||||
| PO BOX 60143 | FT MYERS | FL | 33906 | N/A | PUBLIC CHARITY | SUPPORT FOR MENIGITIS | $5,000 | |
| ICE THEATRE OF NEW YORK | ||||||||
| 62 CHELSEA PIERS SUITE 308 | NEW YORK | NY | 10011 | N/A | PUBLIC CHARITY | SUPPORT FOR THEATRE EDUCATION | $2,000 | |
| PROSPECT PARK ALLIANCE | ||||||||
| 95 PROSPECT PARK WEST | BROOKLYN | NY | 11215 | N/A | PUBLIC CHARITY | SUPPORT OF WILDLIFE | $8,000 | |
| BROOKLYN ICE | ||||||||
| 143 6TH AVENUE | BROOKLYN | NY | 11217 | N/A | PUBLIC CHARITY | SUPPORT FOR ARTS EDUCATION | $5,000 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||
| 733 3RD AVE | NEW YORK | NY | 10017 | N/A | PUBLIC CHARITY | SUPPORT MULTIPLE SCLEROSIS | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $120,600 | 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 | $1 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40,171 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $104,648 | RelatedOrExemptFunctionIncmAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,016 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $40,172 | ExclusionAmt |
| Related Or Exempt Function Incm | $105,664 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $145,836 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | GAIN ON SALE OF UPS SHARES CONTRIBUTED TO FOUNDATION | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| J CHRISTOPHER EAGAN | |||||||
| 1 | 143 6TH AVENUE | BROOKLYN | NY | 11217 | $20,000 | Yes (X) | |
| J CHRISTOPHER EAGAN | |||||||
| 2 | 143 6TH AVENUE | BROOKLYN | NY | 11217 | $1,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 200 SHARES OF UPS | NoncashPropertyDesc |
| Fair Market Value | $20,000 | FairMarketValueAmt |
| Received | 2015-12-17 | ReceivedDt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | WELLS FARGO 8436-2439 | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $1,258,947 | BookValueAmt |
| EOYFMV | $1,258,947 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| CHANGE IN VALUE OF STOCKS, OPTIONS, ETFS | $159,547 |
| SECURITIES SOLD AND REDEEMED | $104,648 |
| JANUARY DONATIONS INCLUDED IN 2014 | $23,000 |
| TRANSFERS | $41,016 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADVISORY FEES | $14,011 | $14,011 | $0 | $0 |
| MARGIN INTEREST | $32 | $32 | $0 | $0 |
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