PESTCOE FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- PESTCOE FAMILY FOUNDATION (EIN 46-3923752)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-20
- IRS object ID
- 201521409349100412
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-20T16:33:16-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 463923752 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Pestcoe Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | PEST | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| Address Line2 | Suite 123 | AddressLine2Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | marvin pestcoe | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2015-05-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | 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 | $840,228 | 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 | $302,431 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $36 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $36 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $12,753 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,753 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $27,464 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $916,775 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $494,804 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $342,684 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $507,593 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $3,914 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,914 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $6,500 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $11,091 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $11,091 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,505 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,914 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,091 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $36,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $36,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $58,005 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,914 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $47,591 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $284,679 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $503,679 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst EOY | $312,839 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $312,839 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $569,229 | CorporateStockBOYAmt |
| Corporate Stock EOY | $541,069 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $527,389 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $569,229 | TotalAssetsBOYAmt |
| Total Assets EOY | $853,908 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $840,228 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $569,229 | RetainedEarningBOYAmt |
| Retained Earning EOY | $853,908 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $569,229 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $853,908 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $569,229 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $853,908 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $569,229 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $284,679 | ExcessRevenueOverExpensesAmt |
| Subtotal | $853,908 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $853,908 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $916,775 | GrossSalesPriceAmt |
| Cost Or Other Basis | $421,971 | CostOrOtherBasisAmt |
| Gain Or Loss | $494,804 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $494,804 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $494,804 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $0 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $185,609 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.0 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $0 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.0 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $0 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.0 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $0 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.0 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 0.0 | TotalDistributionRt |
| Average Distribution | 0.0 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $560,148 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $0 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,037 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,037 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $47,591 | 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 | $5,037 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,037 | SubtotalAmt |
| Tax Based On Investment Income | $5,037 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $1,463 | OverpaymentAmt |
| Applied To ES Tax | $1,463 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| H Elizabeth Mitchell | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 |
| Marvin Pestcoe | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir / Sec / Treas | 1.0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $540,212 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $28,466 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $568,678 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $568,678 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,530 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $560,148 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $28,007 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $28,007 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,037 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,037 | TotalTaxAmt |
| Distributable Before Adj | $22,970 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $22,970 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $22,970 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $47,591 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $47,591 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,037 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $42,554 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,970 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,110 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Qualifying Distributions | $47,591 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,110 | AppliedToYear1Amt |
| Applied To Current Year | $22,970 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $22,511 | RemainingDistriFromCorpusAmt |
| Total Corpus | $22,511 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $22,511 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $22,511 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARVIN PESTCOE | ContributingManagerNm |
| Contributing Manager | H ELIZABETH MITCHELL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALI FORNEY CENTER | |||||||
| 224 W 35TH ST STE 1102 | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $500 |
| AMERICAN CANCER SOCIETY | |||||||
| 10501 MONTGOMERY BLVD NE | ALBUQUERQUE | NM | 87111 | N/A | PC | Charitable Event | $100 |
| AMERICAN DIABETES ASSOCIATION INC | |||||||
| 333 7TH AVE 17TH FL | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $500 |
| CAMP SUNSHINE AT SEBAGO LAKE INC | |||||||
| 35 ACADIA RD | CASCO | ME | 04015 | N/A | PC | Charitable Event | $500 |
| CENTRAL PARK CONSERVANCY INC | |||||||
| 14 E 60TH ST | NEW YORK | NY | 10022 | N/A | PC | General & Unrestricted | $100 |
| CHESS-IN-THE-SCHOOLS INC | |||||||
| 520 8TH AVE LBBY 2 | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $100 |
| CITY HARVEST INC | |||||||
| 6 E 32ND ST FL 5 | NEW YORK | NY | 10016 | N/A | PC | General & Unrestricted | $10,000 |
| COALITION FOR THE HOMELESS INC | |||||||
| 129 FULTON ST | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $2,500 |
| COLLEGE OF THE HOLY CROSS | |||||||
| 1 COLLEGE ST | WORCESTER | MA | 01610 | N/A | PC | Annual Fund | $2,500 |
| CONVENT OF THE SACRED HEART | |||||||
| ONE E 91ST ST | NEW YORK | NY | 10128 | N/A | PC | Annual Fund | $5,500 |
| DOCTORS WITHOUT BORDERS USA INC | |||||||
| 333 7TH AVE 2ND FL | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $1,000 |
| GODDARD-RIVERSIDE COMMUNITY CENTER | |||||||
| 593 COLUMBUS AVE | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $250 |
| GODS LOVE WE DELIVER INC | |||||||
| 630 FLUSHING AVE NO 7TH FL | BROOKLYN | NY | 11206 | N/A | PC | General & Unrestricted | $500 |
| INNER-CITY SCHOLARSHIP FUND INC | |||||||
| 1011 1ST AVE | NEW YORK | NY | 10022 | N/A | PC | General & Unrestricted | $1,000 |
| JOAN DANCY AND PALS INC | |||||||
| PO BOX 8157 | RED BANK | NJ | 07701 | N/A | PC | Charitable Event | $500 |
| MEALS WITH A MISSION | |||||||
| 63 HARRISON AVE | GARFIELD | NJ | 07026 | N/A | PC | General & Unrestricted | $500 |
| NEW YORK PUBLIC RADIO | |||||||
| 160 VARICK ST | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $500 |
| POLICE ATHLETIC LEAGUE INC | |||||||
| 34 1/2 E 12TH ST | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $100 |
| RIVERSIDE PARK CONSERVANCY INC | |||||||
| 475 RIVERSIDE DR STE 455 | NEW YORK | NY | 10115 | N/A | PC | Charitable Event | $1,000 |
| SCHOOL THE WORLD | |||||||
| 42 HIGH ST | MEDFORD | MA | 02155 | N/A | PC | General & Unrestricted | $350 |
| ST BALDRICKS FOUNDATION INC | |||||||
| 1333 S MAYFLOWER AVE STE 400 | MONROVIA | CA | 91016 | N/A | PC | General & Unrestricted | $3,000 |
| ST JOHNS BREAD & LIFE PROGRAM INC | |||||||
| 795 LEXINGTON AVE | BROOKLYN | NY | 11221 | N/A | PC | General & Unrestricted | $2,000 |
| ST JOHNS UNIVERSITY - SCHOOL OF RISK MANAGEMENT | |||||||
| 101 MURRAY ST | NEW YORK | NY | 10007 | N/A | PC | For general use of School of Risk Management and Actuarial Science | $500 |
| STOREFRONT ACADEMY HARLEM | |||||||
| 70 E 129TH ST | NEW YORK | NY | 10035 | N/A | PC | General & Unrestricted | $2,000 |
| URSULINE SCHOOL OF NEW ROCHELLE | |||||||
| 1354 N AVE | NEW ROCHELLE | NY | 10804 | N/A | PC | Annual Fund | $500 |
| WNET | |||||||
| 825 8TH AVE | NEW YORK | NY | 10019 | N/A | PC | General & Unrestricted | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $36,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,753 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $27,464 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $40,253 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $40,253 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Pestcoe Marvin | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 107 W 89th Street Apt 2B | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $302,431 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PARTNERRE LTD. COM PRE, 2670 sh. | NoncashPropertyDesc |
| Fair Market Value | $302,431 | FairMarketValueAmt |
| Received | 2014-12-22 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (35 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLIANZGI INCOME CLASS AND GRO | $16,512 | $16,042 |
| BLACKROCK GLOBAL LONG SHORT EQ | $15,656 | $16,216 |
| BLACKROCK GLOBAL LONG/SHORT CR | $16,323 | $15,520 |
| CLEARBRIDGE AGGRESSIVE GROWTH | $21,251 | $22,802 |
| COLUMBIA ACORN EMERGING MARKET | $5,253 | $4,993 |
| COLUMBIA SELECT LARGE CAP GROW | $12,082 | $11,545 |
| DIAMOND HILL LONG SHORT FUND C | $10,424 | $10,944 |
| FIDELITY ADVISOR LEVERAGED COM | $15,761 | $16,071 |
| FRANKLIN CUSTODIAN FDS INC ADV | $16,152 | $15,438 |
| HARTFORD INTL SMALL COMPANY FU | $13,691 | $10,534 |
| HARTFORD VALUE OPP CL I | $22,315 | $21,104 |
| IVESCO EUROPEAN GROWTH Y | $12,413 | $10,804 |
| JP MORGAN US LARGE CAP CORE PL | $11,286 | $11,734 |
| JPMORGAN INCOME BUILDER-SEL | $27,120 | $26,251 |
| JPMORGAN VALUE ADV SELECT | $21,609 | $22,845 |
| LOOMIS SAYLES FDS STRATEGIC IN | $16,449 | $15,940 |
| MARKETFIELD FUND | $10,424 | $9,410 |
| NATIONWIDE GENEVA SMALL CAP GR | $11,047 | $10,782 |
| NATIXIS OAKMARK INTERNATIONAL | $16,149 | $14,539 |
| NUVEEN EQUITY LG/SH CL I | $10,452 | $11,600 |
| NUVEEN LARGE CAP CORE PLUS CL | $21,743 | $23,824 |
| NUVEEN SYMPHONY CREDIT OPPORTU | $16,269 | $15,142 |
| OAKMARK FUND | $11,152 | $11,367 |
| PRINCIPAL FDS, INC. GLOBAL DIV | $27,582 | $26,336 |
| PRINCIPAL GBL MLTI-STRTG | $26,702 | $26,871 |
| PRINCIPAL SMALL-MIDCAP DIVIDEN | $16,265 | $16,320 |
| PUTNAM GLOBAL EQUITY Y | $15,761 | $15,628 |
| PUTNAM VOYAGER FUND Y | $23,531 | $22,766 |
| RS EMERGING MARKETS FUND CLASS | $5,625 | $5,099 |
| RS FLOATING RATE Y | $16,052 | $15,322 |
| SNOW CAPITAL OPPORTUNITY FD IN | $11,806 | $10,808 |
| SNOW CAPITAL SMALL CAP VALUE C | $11,485 | $10,510 |
| HARTFORD CAPITAL APPRECIATION | $13,216 | $11,085 |
| UBS DYNAMIC ALPHA FUND CLASS P | $16,250 | $16,094 |
| VIRTUS FOREIGN OPPORTUNITIES F | $5,261 | $5,103 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $6,216 | $6,216 |
| Administrative Set-Up Fee | $3,500 | $3,500 |
| Delaware Incorporation Fees | $500 | $500 |
| IRS Application Fees | $850 | $850 |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $3,914 | Amt |
| Net Investment Income | $3,914 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2014 | CategoryTxt |
| Amt | $6,500 | Amt |
Comments