FREDERIC R COUDERT FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FREDERIC R COUDERT FOUNDATION (EIN 13-7180778)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-27
- IRS object ID
- 202532709349100903
- Schema version
- 2024v5.2
- 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
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-27T06:49:39-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 333709623 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1305 WALT WHITMAN ROAD SUITE 210 | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137180778 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FREDERIC R COUDERT FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O COHNREZNICK LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRED | BusinessNameControlTxt |
| Phone | 2128600758 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1305 WALT WHITMAN ROAD 210 | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SANDRA GRAHAM | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9176478222 | PhoneNum |
| Signature | 2025-09-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA MCCULLOUGH | PreparerPersonNm |
| PTIN | P01848196 | PTIN |
| Phone | 5163365500 | PhoneNum |
| Preparation | 2025-09-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $35,745,309 | 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 | $130,557 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $130,557 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $530,342 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $530,342 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,646,725 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,919,254 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,646,725 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $67,352 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $67,352 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,374,976 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,374,976 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $48,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $24,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $24,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $50,164 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $25,082 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $25,082 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,075 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,038 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,037 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $208,869 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $208,869 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,212 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,212 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $59,823 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $28,900 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $30,923 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $386,143 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $300,101 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $86,042 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,607,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,607,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,993,143 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $300,101 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,693,042 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $381,833 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,074,875 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,018,325 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,424,740 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,424,740 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $21,852,361 | CorporateStockBOYAmt |
| Corporate Stock EOY | $21,827,779 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $34,320,569 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $22,870,686 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,252,519 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $35,745,309 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $22,870,686 | RetainedEarningBOYAmt |
| Retained Earning EOY | $23,252,519 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,870,686 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,252,519 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,870,686 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,252,519 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,870,686 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $381,833 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $23,252,519 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $23,252,519 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES (NT) | $169,218 | $147,733 | $21,485 | $21,485 |
| PUBLICLY TRADED SECURITIES (NT) | $29,763 | $29,763 | $29,763 | |
| PUBLICLY TRADED SECURITIES (FIDELITY) | $434,710 | $438,546 | -$3,836 | -$3,836 |
| PUBLICLY TRADED SECURITIES (FIDELITY) | $3,978,807 | $2,675,935 | $1,302,872 | $1,302,872 |
| PUBLICLY TRADED SECURITIES (FIDELITY) | $167,999 | $10,315 | $157,684 | $157,684 |
| PUBLICLY TRADED SECURITIES (FIDELITY) | $138,757 | $138,757 | $138,757 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,646,725 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $28,841 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $28,841 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $28,841 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $39,008 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $39,008 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10,167 | OverpaymentAmt |
| Applied To ES Tax | $10,167 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | SANDRA GRAHAM | IndividualWithBooksNm |
| Phone | 9176478222 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 70 COVE NECK ROAD | AddressLine1Txt |
| City | OYSTER BAY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11771 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| SANDRA GRAHAM | ||||||||
| 70 COVE NECK ROAD | OYSTER BAY | NY | 11771 | TRUSTEE | 15.00 | $24,000 | $0 | $0 |
| CYNTHIA COUDERT | ||||||||
| 70 EAST 96TH STREET | NEW YORK | NY | 10128 | TRUSTEE | 15.00 | $24,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIDELITY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 MADISON AVENUE 7TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | FINANCIAL SERVICES | ServiceTypeTxt |
| Compensation | $168,546 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $33,874,796 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,197,653 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $35,072,449 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $35,072,449 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $526,087 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $34,546,362 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,727,318 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,727,318 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28,841 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28,841 | TotalTaxAmt |
| Distributable Before Adj | $1,698,477 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,698,477 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,698,477 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,693,042 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,693,042 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,698,477 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $7,269 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $164,582 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $61,199 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,809 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $162,255 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $400,114 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,693,042 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,693,042 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $5,435 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $5,435 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $394,679 | 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 | $1,834 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $392,845 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $164,582 | ExcessFromYear4Amt |
| Excess From Year3 | $61,199 | ExcessFromYear3Amt |
| Excess From Year2 | $4,809 | ExcessFromYear2Amt |
| Excess From Year1 | $162,255 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FREDERIC R COUDERT FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 70 COVE NECK ROAD | AddressLine1Txt |
| City | OYSTER BAY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11771 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9176478222 | RecipientPhoneNum |
| Form And Info And Materials | LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (83 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 92ND STREET Y | |||||||
| 1395 LEXINGTON AVENUE | MANHATTAN | NY | 10028 | PC | COMMUNITY | $20,000 | |
| ART START | |||||||
| 526 W 26TH ST 501 | NEW YORK | NY | 10001 | PC | ARTS | $5,000 | |
| ATLANTIC THEATRE COMPANY | |||||||
| 76 9TH AVE 537 | NEW YORK | NY | 10011 | PC | ARTS | $5,000 | |
| BAY STREET THEATRE | |||||||
| PO BOX 810 | SAG HARBOR | NY | 11963 | PC | ARTS | $2,000 | |
| BEIT RUTH | |||||||
| 150 GREENWICH ST 29TH FLOOR | NEW YORK | NY | 10007 | PC | EDUCATION | $5,000 | |
| BOYS & GIRLS CLUB OF OYSTER BAY | |||||||
| 1 PINE HOLLOW RD | OYSTER BAY | NY | 11771 | PC | COMMUNITY | $10,500 | |
| CANCER RESEARCH INSTITUTE NATIONAL HEADQUARTERS | |||||||
| ONE EXCHANGE PLAZA 55 BROADWAY | NEW YORK | NY | 10006 | PC | MEDICAL | $78,000 | SUITE 1802 |
| COLD SPRING HARBOR LABS | |||||||
| 1 BUNGTOWN RD | COLD SPRING HARBOR | NY | 11724 | PC | MEDICAL | $25,000 | |
| CORNELL UNIVERSITY INSTITUTE OF POLITICS & GLOBAL AFFAIRS | |||||||
| 570 LEXINGTON AVE | NEW YORK | NY | 10022 | PC | EDUCATION | $25,000 | |
| EAST WOODS SCHOOL INC | |||||||
| 31 YELLOW COTE RD | OYSTER BAY | NY | 11771 | PC | EDUCATION | $252,500 | |
| FRIENDS ACADEMY | |||||||
| 270 DUCK POND RD | LOCUST VALLEY | NY | 11560 | PC | EDUCATION | $5,000 | |
| FRIENDS OF BAILEY ARBORETUM | |||||||
| 194 BAYVILLE ROAD | LOCUST VALLEY | NY | 11560 | PC | COMMUNITY | $2,500 | |
| FRIENDS OF THE BAY | |||||||
| 2 TOWNSEND SQUARE | OYSTER BAY | NY | 11771 | PC | COMMUNITY | $5,000 | |
| GOALSEEKERS ACADEMY INC | |||||||
| 4777 LAKELAND HIGHLAND RD | LAKELAND | FL | 33813 | PC | EDUCATION | $1,000 | |
| GRENVILLE BAKER BOYS & GIRLS CLUB | |||||||
| 135 FOREST AVE | LOCUST VALLEY | NY | 11560 | PC | COMMUNITY | $10,000 | |
| HARLEM ACADEMY | |||||||
| 655 ST NICHOLAS AVE | NEW YORK | NY | 10030 | PC | EDUCATION | $10,000 | |
| HARVARD UNIVERSITY | |||||||
| 1033 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02138 | PC | EDUCATION | $2,000 | |
| HECKSCHER MUSEUM OF ART | |||||||
| 2 PRIME AVE | HUNTINGTON | NY | 11743 | PC | ARTS | $10,000 | |
| HORSEABILITY | |||||||
| PO BOX 410-1 | OLD WESTBURY | NY | 11568 | PC | COMMUNITY | $5,000 | |
| KIPS BAY BOYS & GIRLS CLUB | |||||||
| 1930 RANDALL AVENUE | BRONX | NY | 10473 | PC | EDUCATION | $260,000 | |
| LIFE ENRICHMENT CENTER | |||||||
| 45 E MAIN ST | OYSTER BAY | NY | 11771 | PC | COMMUNITY | $35,000 | |
| LIONS CLUB | |||||||
| 355 S END AVE STE 31 | NEW YORK | NY | 10280 | PC | COMMUNITY | $1,000 | |
| LONG ISLAND CHILDRENS MUSEUM | |||||||
| 11 DAVIS AVE | GARDEN CITY | NY | 11530 | PC | ARTS | $5,000 | |
| MASTERS SCHOOL | |||||||
| 49 CLINTON AVE | DOBBS FERRY | NY | 10522 | PC | EDUCATION | $5,000 | |
| MAYSLES INSTITUTE | |||||||
| 343 MALCOLM X BLVD | NEW YORK | NY | 10027 | PC | COMMUNITY | $5,000 | |
| MEMORIAL SLOAN KETTERING | |||||||
| 1275 YORK AVE | NEW YORK | NY | 10021 | PC | MEDICAL | $45,000 | |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 5TH AVE | NEW YORK | NY | 10028 | PC | ARTS | $5,000 | |
| MILL NECK MANOR | |||||||
| 32 FROST MILL ROAD | MILL NECK | NY | 11765 | PC | ARTS | $1,000 | |
| MOORE FOUNDATION | |||||||
| 11 TIMES SQ 37TH FL | NEW YORK | NY | 10036 | PF | COMMUNITY | $5,000 | |
| MTC PROGRAM SUPPORT | |||||||
| 311 W 43RD ST | NEW YORK | NY | 10036 | PC | ARTS | $15,000 | |
| NATIONAL INSTITUTE FOR REPRODUCTIVE HEALTH | |||||||
| 14 WALL STREET SUITE 3B | NEW YORK | NY | 10005 | PC | MEDICAL | $2,500 | |
| NEW YORK CITY CENTER | |||||||
| 131 W 55TH ST | NEW YORK | NY | 10019 | PC | COMMUNITY | $10,000 | |
| NEW YORK PUBLIC LIBRARY | |||||||
| 445 FIFTH AVENUE | NEW YORK | NY | 10016 | PC | COMMUNITY | $2,500 | |
| NEW YORK STUDIO CENTER | |||||||
| 1619 BROADWAY | NEW YORK | NY | 10019 | PC | COMMUNITY | $1,000 | |
| NEW YORK UNIVERSITY SCHOOL OF LAW | |||||||
| 110 WEST 3RD STREET 2ND FL | NEW YORK | NY | 10012 | PC | EDUCATION | $10,000 | |
| NIGHTINGALE BAMFORD SCHOOL | |||||||
| 20 E 92ND ST | NEW YORK | NY | 10128 | PC | EDUCATION | $12,000 | |
| NORTH SHORE ANIMAL LEAGUE | |||||||
| 25 DAVIS AVE | PORT WASHINGTON | NY | 11050 | PC | COMMUNITY | $15,000 | |
| NORTH SHORE BOOSTER CLUB | |||||||
| PO BOX 455 | SEA CLIFF | NY | 11579 | PC | COMMUNITY | $5,000 | |
| NORTHSHORE LAND ALLIANCE | |||||||
| 1395 PLANTING FIELDS ROAD | OYSTER BAY | NY | 11771 | PC | ENVIRONMENT | $10,000 | |
| OLD WESTBURY GARDENS | |||||||
| 71 OLD WESTBURY RD | WESTBURY | NY | 11590 | PC | ARTS | $2,500 | |
| OVATIONS DANCE REPERTORY COMPANY | |||||||
| 620 JOHNSON AVENUE | BOHEMIA | NY | 11716 | PC | COMMUNITY | $40,000 | |
| OYSTER BAY MAIN STREET ASSOCIATION | |||||||
| 102 AUDREY AVE | OYSTER BAY | NY | 11771 | PC | COMMUNITY | $75,000 | |
| PAL-O-MINE EQUESTRIAN | |||||||
| 829 OLD NICHOLS ROAD | ISLANDIA | NY | 11749 | PC | EDUCATION | $30,000 | |
| PAN-MASS CHALLENGE | |||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | PC | COMMUNITY | $500 | |
| PLANTING FIELDS FOUNDATION | |||||||
| 1395 PLANTING FIELDS RD | OYSTER BAY | NY | 11771 | PC | COMMUNITY | $2,500 | |
| PLAYWRIGHTS HORIZONS | |||||||
| 416 W 42ND STREET | NEW YORK | NY | 10036 | PC | ARTS | $10,000 | |
| PORTLEDGE SCHOOL | |||||||
| 355 DUCK POND ROAD | LOCUST VALLEY | NY | 11560 | PC | EDUCATION | $5,000 | |
| RATTLESTICK PRODUCTION | |||||||
| 224 WAVERLY PL | NEW YORK | NY | 10014 | PC | ARTS | $110,000 | |
| RAYNEHAM HALL MUSEUM | |||||||
| 30 WEST MAIN STREET | OYSTER BAY | NY | 11771 | PC | COMMUNITY | $2,500 | |
| RIPPOWAM CISQUA SCHOOL | |||||||
| 439 CANTITOE STREET | BEDFORD | NY | 10506 | PC | EDUCATION | $4,000 | |
| RIVERKEEPER | |||||||
| 20 SECOR ROAD | OSSINING | NY | 10562 | PC | ENVIRONMENT | $5,000 | |
| ROUNDABOUT THEATRE | |||||||
| 227 WEST 42ND STREET | NEW YORK | NY | 10036 | PC | ARTS | $10,000 | |
| SAINT DAVID SCHOOL | |||||||
| 1251 6TH AVE | NEW YORK | NY | 10020 | PC | EDUCATION | $7,500 | |
| SALISBURY SCHOOL | |||||||
| 251 CANAAN RD | SALISBURY | CT | 06068 | PC | COMMUNITY | $12,500 | |
| SCAN NEW YORK | |||||||
| 345 E 102ND ST | NEW YORK | NY | 10029 | PC | COMMUNITY | $10,000 | |
| SECOND STAGE | |||||||
| 305 W 43RD STREET | NEW YORK | NY | 10036 | PC | ARTS | $10,000 | |
| SEMPER FI FUND | |||||||
| 715 BROADWAY STREET | QUANTICO | VA | 22134 | PC | COMMUNITY | $10,000 | |
| ST JOHN'S OF LATTINGTOWN | |||||||
| 325 LATTINGTOWN ROAD | LOCUST VALLEY | NY | 11560 | PC | COMMUNITY | $2,000 | |
| SUNRISE DAY CAMP | |||||||
| 75 COLONIAL SPRINGS RD | WYANDANCH | NY | 11798 | PC | COMMUNITY | $5,000 | |
| TEATOWN LAKE RESERVATION | |||||||
| 1600 SPRING VALLEY RD | OSSINING | NY | 10562 | PC | ENVIRONMENT | $110,000 | |
| TEATRO CIRCULO MUSEUM | |||||||
| 64 EAST 4TH STREET | NEW YORK | NY | 10003 | PC | COMMUNITY | $5,000 | |
| THE EUGENE O'NEIL THEATRE COMPANY | |||||||
| 305 GREAT NECK RD | WATERFORD | CT | 06385 | PC | ARTS | $5,000 | |
| THE INN | |||||||
| 211 FULTON AVENUE FLOOR 2 | HEMPSTEAD | NY | 11550 | PC | COMMUNITY | $5,000 | |
| THE METROPOLITAN OPERA | |||||||
| 30 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | ARTS | $6,000 | |
| THE PEDDIE SCHOOL | |||||||
| 201 S MAIN STREET | HIGHTSTOWN | NJ | 08520 | PC | EDUCATION | $30,000 | |
| THEATRE MASTERS | |||||||
| 1029 BRIGHTON AVE | BROOKLYN | NY | 11235 | PC | ARTS | $10,000 | |
| TILLES CENTER FOR THE PERFORMING ARTS | |||||||
| 720 NORTHERN BLVD | GREENVALE | NY | 11548 | PC | ARTS | $2,500 | |
| TR SANCTUARYAUDOBON SOCIETY | |||||||
| 134 COVE ROAD | OYSTER BAY | NY | 11771 | PC | COMMUNITY | $45,000 | |
| TUFTS UNIVERSITY | |||||||
| 419 BOSTON AVE | MEDFORD | MA | 02155 | PC | EDUCATION | $5,000 | |
| USC | |||||||
| UNIVERSITY PARK CAMPUS 2ND FL | LOS ANGELES | CA | 90089 | PC | COMMUNITY | $5,000 | |
| VANDERBILT MUSEUM | |||||||
| 180 LITTLE NECK RD | CENTERPORT | NY | 11721 | PC | COMMUNITY | $5,000 | |
| VASSAR COLLEGE FUND | |||||||
| 161 COLLEGE AVENUE | POUGHKEEPSIE | NY | 12603 | PC | EDUCATION | $5,000 | |
| WATERFRONT CENTER | |||||||
| 1 WEST END AVE | OYSTER BAY | NY | 11771 | PC | EDUCATION | $10,000 | |
| WEBB INSTITUTE | |||||||
| 298 CRESCENT BEACH ROAD | GLEN COVE | NY | 11542 | PC | EDUCATION | $10,000 | |
| WNYC RADIO | |||||||
| 160 VARICK STREET 9TH FLOOR | NEW YORK | NY | 10013 | PC | EDUCATION | $5,000 | |
| YOUTH AND FAMILY COUNSELING | |||||||
| 193 SOUTH STREET | OYSTER BAY | NY | 11771 | PC | COMMUNITY | $10,000 | |
| DISCOVERING BROADWAY | |||||||
| 7399 N SHADELAND AVE PO BOX 139 | INDIANAPOLIS | IN | 46250 | PC | ARTS | $15,000 | |
| INTAR THEATRE | |||||||
| 500 W 52ND ST | NEW YORK | NY | 10019 | PC | ARTS | $5,000 | |
| NEW YORK STUDIO SCHOOL | |||||||
| 8 W 8TH ST | NEW YORK | NY | 10011 | PC | ARTS | $1,000 | |
| OB RAILROAD MUSEUM | |||||||
| 1 RAILROAD AVENUE | OYSTER BAY | NY | 11771 | PC | ARTS | $5,000 | |
| PEOPLE LOVING PEOPLE | |||||||
| 123 AUDREY AVENUE | OYSTER BAY | NY | 11771 | PC | COMMUNITY | $10,000 | |
| PURCHASE COLLEGE FOUNDATION | |||||||
| 735 ANDERSON HILL ROAD | PURCHASE | NY | 10577 | PC | EDUCATION | $5,000 | |
| SIGNATURE THEATER | |||||||
| 480 WEST 42ND STREET | NEW YORK | NY | 10036 | PC | ARTS | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,607,000 | 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 | $130,557 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $530,342 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,646,725 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| FEDERAL TAX REFUND | 01 | $60,000 |
| OTHER INCOME | 01 | $7,352 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,374,976 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,374,976 | 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 FEES | CategoryTxt |
| Amt | $12,075 | Amt |
| Net Investment Income | $6,038 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,037 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MOORE FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1661 PAGE MILL RD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2024-08-27 | GrantDt |
| Grant | $5,000 | GrantAmt |
| Purpose Of Grant | UNRESTRICTED SUPPORT OF ORGANIZATION'S MISSION. | PurposeOfGrantTxt |
| Expended By Grantee | $5,000 | ExpendedByGranteeAmt |
| Results Of Verification | GRANT USED IN ACCORDANCE WITH ORGANIZATION'S MISSION. | ResultsOfVerificationTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| FORM 990 PF, PART VII-B, LINE 1A(4): | THE FOUNDATION PAYS COMPENSATION TO A DISQUALIFIED PERSON WHICH MEETS THE DEFINITION OF SELF-DEALING AND AS SUCH BOX 1A(4) OF PART VII-B HAS BEEN CHECKED YES.HOWEVER, PAYMENT OF COMPENSATION IS REASONABLE AND QUALIFIES AS AN EXCEPTION FOR PAYMENT FOR THE PERFORMANCE OF PERSONAL SERVICES THAT ARE NECESSARY TO CARRY OUT THE EXEMPT PURPOSE OF THE FOUNDATION AND THE PAYMENT IS NOT EXCESSIVE, IT DOES NOT FAIL TO QUALIFY AS AN EXCEPTION AND THEREFORE, FORM 4720 HAS NOT BEEN PRODUCED. |
| FORM 990 PF, PART VII-B, LINE 1A(4): | THE FOUNDATION PAYS COMPENSATION TO A DISQUALIFIED PERSON WHICH MEETS THE DEFINITION OF SELF-DEALING AND AS SUCH BOX 1A(4) OF PART VII-B HAS BEEN CHECKED YES.HOWEVER, PAYMENT OF COMPENSATION IS REASONABLE AND QUALIFIES AS AN EXCEPTION FOR PAYMENT FOR THE PERFORMANCE OF PERSONAL SERVICES THAT ARE NECESSARY TO CARRY OUT THE EXEMPT PURPOSE OF THE FOUNDATION AND THE PAYMENT IS NOT EXCESSIVE, IT DOES NOT FAIL TO QUALIFY AS AN EXCEPTION AND THEREFORE, FORM 4720 HAS NOT BEEN PRODUCED. |
| FORM 990 PF, PART VII-B, LINE 1A(4): | THE FOUNDATION PAYS COMPENSATION TO A DISQUALIFIED PERSON WHICH MEETS THE DEFINITION OF SELF-DEALING AND AS SUCH BOX 1A(4) OF PART VII-B HAS BEEN CHECKED YES.HOWEVER, PAYMENT OF COMPENSATION IS REASONABLE AND QUALIFIES AS AN EXCEPTION FOR PAYMENT FOR THE PERFORMANCE OF PERSONAL SERVICES THAT ARE NECESSARY TO CARRY OUT THE EXEMPT PURPOSE OF THE FOUNDATION AND THE PAYMENT IS NOT EXCESSIVE, IT DOES NOT FAIL TO QUALIFY AS AN EXCEPTION AND THEREFORE, FORM 4720 HAS NOT BEEN PRODUCED. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| NORTHERN TRUST -1226 | $5,809,786 | $6,600,626 |
| FIDELITY - 245433 | $16,017,993 | $27,719,943 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE EXPENSES | $1,273 | $0 | $0 | $1,273 |
| PAYROLL EXPENSES | $57,800 | $28,900 | $0 | $28,900 |
| FILING FEES | $750 | $0 | $0 | $750 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FEDERAL TAX REFUND | $60,000 | $60,000 | $0 |
| OTHER INCOME | $7,352 | $7,352 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $208,869 | Amt |
| Net Investment Income | $208,869 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $7,212 | Amt |
| Net Investment Income | $7,212 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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