FREDERIC R COUDERT FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- FREDERIC R COUDERT FOUNDATION (EIN 13-7180778)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-17
- IRS object ID
- 201512299349101006
- Schema version
- 2014v5.0
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-17T12:53:50-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 JERICHO QUADRANGLE | AddressLine1Txt |
| City | JERICHO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11753 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | 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 CO COHNREZNICK LLP | BusinessNameLine1Txt |
| 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 | 100 JERICHO QUADRANGLE NO 223 | AddressLine1Txt |
| City | JERICHO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11753 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARGARET M COUDERT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9176478222 | PhoneNum |
| Signature | 2015-08-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID MEYROWITZ | PreparerPersonNm |
| PTIN | P00232169 | PTIN |
| Phone | 5164824200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,343,630 | 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 | $4,084 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,084 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $276,539 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $276,539 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $632,521 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,292,014 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $632,521 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,001 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,001 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $914,145 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $914,145 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $60,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $30,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $30,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,750 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $33,746 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,746 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $31,692 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30,942 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $132,938 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $68,438 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $34,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $758,736 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $758,736 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $891,674 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $68,438 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $793,236 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $22,471 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $845,707 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,307,334 | CashBOYAmt |
| Cash EOY | $842,729 | CashEOYAmt |
| Cash EOYFMV | $842,729 | CashEOYFMVAmt |
| Corporate Stock BOY | $8,085,696 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,572,772 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,500,901 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $9,393,030 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,415,501 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,343,630 | 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 | $9,393,030 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,415,501 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,393,030 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,415,501 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,393,030 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,415,501 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,393,030 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $22,471 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,415,501 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,415,501 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| THRU NOTHERN TRUST | P | 2013-01-01 | 2014-12-31 | $3,058,662 | $2,571,269 | $487,393 | $487,393 |
| THRU FIDELITY | P | 2013-01-01 | 2014-12-31 | $32,617 | $14,837 | $17,780 | $17,780 |
| STOCK DONATION THROUGH NT | P | 2013-01-01 | 2014-03-14 | $60,036 | $26,797 | $33,239 | $33,239 |
| STOCK DONATION THROUGH FIDELITY | P | 2013-01-01 | 2014-04-08 | $98,800 | $46,590 | $52,210 | $52,210 |
| CAPITAL GAINS DIVIDENDS | P | $41,899 | $41,899 | $41,899 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $632,521 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $618,445 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,980,985 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051619 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $534,676 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,551,601 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050672 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $519,783 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,795,134 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053065 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $412,709 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,473,680 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048705 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $249,624 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,288,111 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.039698 | DistributionYr5Rt |
| Total Distribution | 0.243759 | TotalDistributionRt |
| Average Distribution | 0.048752 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,346,202 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $699,406 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,457 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $707,863 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $793,236 | 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 | $8,457 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,457 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,457 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,262 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $12,262 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,805 | OverpaymentAmt |
| Applied To ES Tax | $3,805 | 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 | 0 | 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 | 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 |
|---|---|---|---|---|---|---|---|---|
| MARGARET M COUDERT | ||||||||
| 300 EAST 59TH STREET APT 3102 | NEW YORK | NY | 10022 | TRUSTEE | 20.00 | $20,000 | $0 | $0 |
| SANDRA COUDERT | ||||||||
| 70 COVE NECK ROAD | OYSTER BAY | NY | 11771 | TRUSTEE | 15.00 | $20,000 | $0 | $0 |
| CYNTHIA COUDERT | ||||||||
| 70 EAST 96TH STREET | NEW YORK | NY | 10128 | TRUSTEE | 15.00 | $20,000 | $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 | $13,483,149 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,081,523 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,564,672 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,564,672 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $218,470 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,346,202 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $717,310 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $717,310 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,457 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,457 | TotalTaxAmt |
| Distributable Before Adj | $708,853 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $708,853 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $708,853 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $793,236 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $793,236 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $8,457 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $784,779 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $708,853 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $20,255 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $20,255 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $793,236 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $708,853 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $84,383 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $104,638 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $104,638 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $20,255 | ExcessFromYear1Amt |
| Excess From Current Year | $84,383 | ExcessFromCurrentYearAmt |
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 (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| BAILEY ARBORETUM | |||||||
| BAYVILLE RD AND FEEKS LANE | LOCUST VALLEY | NY | 11560 | PC | ENVIRONMENT | $5,000 | |
| CANCER RESEARCH INSTITUTE NATIONAL HEADQUARTERS | |||||||
| ONE EXCHANGE PLAZA 55 BROADWAY | NEW YORK | NY | 10006 | PC | MEDICAL | $20,000 | SUITE 1802 |
| COUDERT INSTITUTE | |||||||
| 163 SEMINOLE AVENUE | PALM BEACH | FL | 33480 | PC | EDUCATION | $2,500 | |
| DOUBLEDAY BABCOCK SENIOR CENTER | |||||||
| 45 E MAIN ST | OYSTER BAY | NY | 11771 | PC | EDUCATION | $7,500 | |
| EAST WOODS SCHOOL INC | |||||||
| 31 YELLOW COTE RD | OYSTER BAY | NY | 11771 | PC | EDUCATION | $1,000 | |
| FRACTURED ATLAS | |||||||
| 248 WEST 35TH STREET 10TH FLOOR | NEW YORK | NY | 10001 | PC | ARTS | $5,000 | |
| FRIENDS ACADEMY | |||||||
| 270 DUCK POND RD | LOCUST VALLEY | NY | 11560 | PC | EDUCATION | $1,000 | |
| FRIENDS OF LINCOLN CENTER | |||||||
| 1918 N MAIN ST | FINDLAY | OH | 45840 | PC | ARTS | $5,000 | |
| GEORGE JACKSON ACADEMY | |||||||
| 104 SAINT MARKS PL | NEW YORK | NY | 10009 | PC | EDUCATION | $15,000 | |
| GOODSPEED MUSICALS | |||||||
| PO BOX A 6 MAIN STREET | EAST HADDAM | CT | 06423 | PC | ARTS | $2,500 | |
| HARVARD UNIVERSITY | |||||||
| 1033 MASSACHUSETTS AVENUE | CAMBRIDGE | MS | 02138 | PC | EDUCATION | $2,000 | |
| HUMANE SOCIETY | |||||||
| 2100 L STREET NW | WASHINGTON | DC | 20037 | PC | EDUCATION | $85,000 | |
| INTAR THEATRE | |||||||
| PO BOX 756 | NEW YORK | NY | 10108 | PC | ARTS | $5,000 | |
| KIPS BAY BOYS & GIRLS CLUB | |||||||
| 1930 RANDALL AVENUE | BRONX | NY | 10473 | PC | EDUCATION | $168,800 | |
| LONG ISLAND HELLCATS | |||||||
| 261 OYSTER BAY RD | MILL NECK | NY | 11765 | PC | ATHLETICS | $8,000 | |
| MAYSLES INSTITUTE | |||||||
| 343 MALCOLM X BLVD | NEW YORK | NY | 10027 | PC | EDUCATION | $20,000 | |
| MEMORIAL SLOAN KETTERING | |||||||
| 1275 YORK AVE | NEW YORK | NY | 10021 | PC | MEDICAL | $160,000 | |
| MOUNT SINAI BREAST HEALTH RESOURCE CENTER | |||||||
| ONE GUSTAVE L LEVY PLACE BOX 1049 | NEW YORK | NY | 10029 | PC | MEDICAL | $6,000 | |
| NEW YORK UNIVERSITY SCHOOL OF LAW | |||||||
| 110 WEST 3RD STREET 2ND FL | NEW YORK | NY | 10012 | PC | EDUCATION | $5,000 | |
| OYSTER BAY MAIN STREET ASSOCIATATION | |||||||
| PO BOX 116 | OYSTER BAY | NY | 11771 | PC | COMMUNITY | $8,500 | |
| PAL-O-MINE EQUESTRIAN | |||||||
| 829 OLD NICHOLS ROAD | ISLANDIA | NY | 11749 | PC | EDUCATION | $2,500 | |
| PAPER MILL PLAYHOUSE | |||||||
| 22 BROOKSIDE DRIVE | MILLBURN | NJ | 07041 | PC | ARTS | $25,000 | |
| PURCHASE COLLEGE | |||||||
| 735 ANDERSON HILL RD | PURCHASE | NY | 10577 | PC | EDUCATION | $2,500 | |
| RATTLESTICK PRODUCTION | |||||||
| 224 WAVERLY PL | NEW YORK | NY | 10014 | PC | ARTS | $60,036 | |
| RAYNHAM HALL MUSEUM | |||||||
| 20 W MAIN ST | OYSTER BAY | NY | 11771 | PC | EDUCATION | $1,000 | |
| SOUTH FLORIDA SPCA | |||||||
| 24650 SW 167TH AVENUE | HOMESTEAD | FL | 33031 | PC | COMMUNITY | $5,000 | |
| ST DOMINIC HIGH SCHOOL | |||||||
| 121 GRACELAWN RD | AUBURN | ME | 04210 | PC | EDUCATION | $5,000 | |
| TEATOWN LAKE RESERVATION | |||||||
| 1600 SPRING VALLEY RD | OSSINING | NY | 10562 | PC | ENVIRONMENT | $5,000 | |
| THE ALLIANCE OF RESIDENT THEATRESNEW YORK (ARTNEW YORK) | |||||||
| 520 EIGHTH AVENUE SUITE 319 | NEW YORK | NY | 10018 | PC | ARTS | $7,500 | |
| THE BROWNING SCHOOL | |||||||
| 52 E 62ND ST | NEW YORK | NY | 10065 | PC | EDUCATION | $5,000 | |
| THE INDEPENDENCE FUND | |||||||
| 6538 COLLINS AVE STE 187 | MIAMI BEACH | FL | 33141 | PC | MEDICAL | $2,500 | |
| THE LIGHTHOUSE GUILD | |||||||
| 15 WEST 65TH STREET | NEW YORK | NY | 10023 | PC | EDUCATION | $5,000 | |
| THE METROPOLITAN OPERA | |||||||
| 30 LINCOLN CNTR PLZ | NEW YORK | NY | 10023 | PC | ARTS | $7,500 | |
| THE NIGHTINGALE BAMFORD SCHOOL | |||||||
| 20 E 92ND ST | NEW YORK | NY | 10128 | PC | EDUCATION | $61,900 | |
| THE SAINT DAVID'S SCHOOL | |||||||
| 3400 WHITE OAK RD | RALEIGH | NC | 27609 | PC | EDUCATION | $20,000 | |
| THEATRE ASPEN | |||||||
| 110 E HALLAM ST STE 103 | ASPEN | CO | 81611 | PC | EDUCATION | $2,500 | |
| THEODORE ROOSEVELT SANCTUARY | |||||||
| 134 COVE RD | OYSTER BAY | NY | 11771 | PC | ENVIRONMENT | $5,000 | |
| TILLES CENTER FOR THE PERFORMING ARTS | |||||||
| NORTHERN BLVD | GREENVALE | NY | 11548 | PC | ARTS | $1,500 | |
| WNYC RADIO | |||||||
| 160 VARICK STREET 9TH FLOOR | NEW YORK | NY | 10013 | PC | EDUCATION | $1,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $758,736 | 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 | $4,084 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $276,539 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,001 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $632,521 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $914,145 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $914,145 | 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 FEE | CategoryTxt |
| Amt | $7,500 | Amt |
| Net Investment Income | $3,750 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,750 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990 PF, PART VII-B, LINE 1A(4): | FormAndLineReferenceDesc |
| Medium Explanation | 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. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB INVESTMENT | $32,500 | $1,680 |
| UBS INVESTMENT | $0 | $0 |
| NORTHERN TRUST | $5,156,211 | $5,379,482 |
| FIDELITY | $3,384,061 | $8,119,739 |
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 |
|---|---|---|---|---|
| INVESTMENT FEE | $30,942 | $30,942 | $0 | $0 |
| FILING FEE | $750 | $0 | $0 | $750 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC | Desc |
| Revenue And Expenses Per Books | $1,001 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,001 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $3,746 | $3,746 | $0 | $0 |
| TAXES | $30,000 | $0 | $0 | $0 |
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