DR CHARLES J HOMCY CHARITABLE FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: DR CHARLES J HOMCY CHARITABLE FOUNDATION (EIN 26-6356357)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-10-15
IRS object ID: 201322889349100002
Schema version: 2012v2.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Accounting Fees Schedule
Investments Corp Stock Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Professional Fees Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-10-15T07:41:16-07:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	COONEY & ASSOCIATES	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	107 BROADWAY	AddressLine1
City	HANOVER	City
State	MA	State
ZIP Code	023392309	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	266356357	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	THE DR CHARLES J HOMCY CHARITABLE FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	DRCH	NameControl
Phone	7818265111	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	400 CROWN COLONY DRIVE	AddressLine1
City	QUINCY	City
State	MA	State
ZIP Code	02169	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	THOMAS P REILLY TRUSTEE	Name
Title	TRUSTEE	Title
Phone	7818265111	Phone
Date Signed	2013-10-02	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	MICHAEL D COONEY	Name
Phone	7818265111	Phone
Date Prepared	2013-10-15	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-03-07 17:11:31Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	217887	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Dividends Rev And Expnss	5495	DividendsRevAndExpnss
Capital Gain Net Incm Net Invst Incm	0	CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss	787	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	787	OtherIncomeNetInvstIncm
Total Revenue And Expenses	6282	TotalRevenueAndExpenses
Total Net Investment Income	787	TotalNetInvestmentIncome
Accounting Fees Rev And Expnss	2800	AccountingFeesRevAndExpnss
Other Prof Fees Rev And Expnss	529	OtherProfFeesRevAndExpnss
Other Expenses Rev And Expnss	320	OtherExpensesRevAndExpnss
Tot Opr Expenses Rev And Expnss	3649	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	0	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	2300	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	0	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	5949	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	0	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	0	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	333	ExcessOfRevenueOverExpenses
Net Investment Income	787	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	52144	CashBOY
Cash EOY	53467	CashEOY
Cash EOYFMV	53467	CashEOYFMV
Investments Corp Stock BOY	178867	InvestmentsCorpStockBOY
Investments Corp Stock EOY	179970	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	164420	InvestmentsCorpStockEOYFMV
Total Assets BOY	231011	TotalAssetsBOY
Total Assets EOY	233437	TotalAssetsEOY
Total Assets EOYFMV	217887	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Retained Earnings BOY	231011	RetainedEarningsBOY
Retained Earnings EOY	233437	RetainedEarningsEOY
Total Net Assets BOY	231011	TotalNetAssetsBOY
Total Net Assets EOY	233437	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	231011	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	233437	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	231011	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	333	ExcessOfRevenueOverExpenses
Other Increases	2093	OtherIncreases
Subtotal	233437	Subtotal
Total Net Assets Fund Balances EOY	233437	TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Distribution Ratio Year1	0.000000	DistributionRatioYear1
Total Distribution Ratio	0.000000	TotalDistributionRatio
Average Distribution Ratio	0.000000	AverageDistributionRatio
One Percent Net Investment Income	8	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	8	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	0	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	16	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	16	Subtotal
Tax Based On Investment Income	16	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	16	EstTaxPaymentsAndOverpayment
Total Credits And Payments	16	TotalCreditsAndPayments
Amount Credited To Next Year	0	AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	false	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	false	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress
Books In Care Of Person Name	MICHAEL D COONEY	BooksInCareOfPersonName
Books In Care Of Phone Number	7818265111	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	107 BROADWAY	AddressLine1
City	HANOVER	City
State	MA	State
ZIP Code	02339	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	false	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Uncorrected Prior Acts	false	UncorrectedPriorActs
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Business Holdings	false	BusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
JOSEPH HOMCY
107 BROADWAY	HANOVER	MA	02339	Trustee	0	0	0	0
THOMAS REILLY
400 CROWN COLONY	QUINNCY	MA	02169	Trustee	0	0	0	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k	0	TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k	0	TotNumberOfCntrctPaidOver50k

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	0	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	0	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	0	TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets	0	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	0	CashDeemedCharitable
Net Noncharitable Assets	0	NetNoncharitableAssets
Minimum Investment Return	0	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Tax Based On Investment Income	16	TaxBasedOnInvestmentIncome
Total Tax	16	TotalTax
Distributable Amount As Adjusted	0	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	0	ExpensesAndContributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	0	DistributableAmountAsAdjusted
Undistributed Income CY	0	UndistributedIncomeCY

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
LARKIN STREET YOUTH SERVICES
701 SUTTER STREET SUITE 2	SAN FRANCISCO	CA	94109	NotForProfit	Administrative	$500
REGIS HIGH SCHOOL
55 E 84TH STREET	NEW YORK	NY	10028	Exempt	Administrative	$600
VOLUNTEER FIRE STATION
P O BOX 217	GEYSERVILLE	CA	95441	Exempt	Administrative	$200
UCLA
MURPHY HALL	LOS ANGELES	CA	90095	Exempt	Research	$1,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	2300	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	3	ExclusionCode
Exclusion	$5,495	ExclusionAmount

Other Investment Income Part VII OtherInvestmentIncomePartVII

Field	Value	IRS element (for citing)
Exclusion Code	3	ExclusionCode
Exclusion	$787	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$6,282	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	6282	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	Michael D Cooney,CPA Accounting / Tax Preparation	Category
Amount	$2,800	Amount

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Field	Value	IRS element (for citing)
Name Of Stock	Pershing	NameOfStock
EOY Book Value	179970	EOYBookValue
EOYFMV	164420	EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Field	Value	IRS element (for citing)
Description	Filing Fees	Description
Revenue And Expenses Per Books	320	RevenueAndExpensesPerBooks

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Field	Value	IRS element (for citing)
Description	Stonemor	Description
Revenue And Expenses Per Books	787	RevenueAndExpensesPerBooks
Net Investment Income	787	NetInvestmentIncome

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

Field	Value	IRS element (for citing)
Description	Unrealized Gain/(Loss)	Description
Amount	$2,093	Amount

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Field	Value	IRS element (for citing)
Category	Fernwood Management Fees	Category
Amount	$529	Amount

DR CHARLES J HOMCY CHARITABLE FOUNDATION: Form 990PF, tax year 2012

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Other Investment Income Part VII OtherInvestmentIncomePartVII

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

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