FREDERIC R COUDERT FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- FREDERIC R COUDERT FOUNDATION (EIN 13-7180778)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-14
- IRS object ID
- 201231359349100328
- Schema version
- 2011v1.2
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-14T08:55:13-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 221478099 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JH COHN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 JERICHO QUADRANGLE SUITE 223 | AddressLine1 |
| City | JERICHO | City |
| State | NY | State |
| ZIP Code | 11753 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137180778 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FREDERIC R COUDERT FOUNDATION CO JH COHN LLP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FRED | NameControl |
| Phone | 2128600758 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 JERICHO QUADRANGLE NO 223 | AddressLine1 |
| City | JERICHO | City |
| State | NY | State |
| ZIP Code | 11753 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARGARET M COUDERT | Name |
| Title | TRUSTEE | Title |
| Phone | 2128600758 | Phone |
| Date Signed | 2012-05-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID J MEYROWITZ | Name |
| PTIN | P00232169 | PTIN |
| Phone | 5164824200 | Phone |
| Date Prepared | 2012-05-11 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 8549887 | 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 |
| Interest On Savings Rev And Expnss | 126 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 126 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 93806 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 93806 | DividendsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 93932 | TotalRevenueAndExpenses |
| Total Net Investment Income | 93932 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 0 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 24000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 24000 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 7500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 7500 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 175 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 175 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 143 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 143 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 0 | TravConfMeetingAdjNetIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 0 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 400 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 400 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 32218 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 32218 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 520400 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 520400 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 552618 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 32218 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 520400 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -458686 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 61714 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1886271 | CashBOY |
| Cash EOY | 1633560 | CashEOY |
| Cash EOYFMV | 1633560 | CashEOYFMV |
| Investments Corp Stock BOY | 6210931 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 5457093 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 6916327 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 8097202 | TotalAssetsBOY |
| Total Assets EOY | 7090653 | TotalAssetsEOY |
| Total Assets EOYFMV | 8549887 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 8097202 | RetainedEarningsBOY |
| Retained Earnings EOY | 7090653 | RetainedEarningsEOY |
| Total Net Assets BOY | 8097202 | TotalNetAssetsBOY |
| Total Net Assets EOY | 7090653 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 8097202 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 7090653 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 8097202 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -458686 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 7638516 | Subtotal |
| Other Decreases | 547863 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 7090653 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 412709 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 8473680 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.048705 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 249624 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 6288111 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.039698 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 111513 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2685210 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.041529 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 42800 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2986791 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.014330 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 316648 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2624982 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.120629 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.264891 | TotalDistributionRatio |
| Average Distribution Ratio | 0.052978 | AverageDistributionRatio |
| Net Noncharitable Assets | 9795134 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 518927 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 617 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 519544 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 520400 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 617 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 617 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 617 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 3480 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 3480 | TotalCreditsAndPayments |
| Overpayment | 2863 | Overpayment |
| Amount Credited To Next Year | 2863 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | MARGARET M COUDERT | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2128600758 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 EAST 59TH STREET 3102 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10022 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 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 |
|---|---|---|---|---|---|---|---|---|
| MARGARET M COUDERT | ||||||||
| 300 EAST 59TH STREET APT 3102 | NEW YORK | NY | 10022 | TRUSTEE | 10.00 | 8000 | 0 | 0 |
| SANDRA COUDERT | ||||||||
| 70 COVE NECK ROAD | OYSTER BAY | NY | 11771 | TRUSTEE | 10.00 | 8000 | 0 | 0 |
| CYNTHIA COUDERT | ||||||||
| 70 EAST 96TH STREET | NEW YORK | NY | 10128 | TRUSTEE | 10.00 | 8000 | 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 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 8206892 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1737406 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 9944298 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 9944298 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 149164 | CashDeemedCharitable |
| Net Noncharitable Assets | 9795134 | NetNoncharitableAssets |
| Minimum Investment Return | 489757 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 489757 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 617 | TaxBasedOnInvestmentIncome |
| Total Tax | 617 | TotalTax |
| Distributable Amount Before Adj | 489140 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 489140 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 489140 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 520400 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 520400 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 617 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 519783 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 489140 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 78699 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 520400 | QualifyingDistributions |
| Applied To Year1 | 78699 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 441701 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 47439 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | FREDERIC R COUDERT FOUNDATION | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 EAST 59TH STREET 3102 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10022 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 2128600758 | RecipientPhoneNumber |
| Form And Info And Materials | LETTER | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (51 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|
| BOYS AND GIRLS CLUB | ||||||
| ONE PINE HOLLOW ROAD | OYSTER BAY | NY | 11771 | EDUCATION | $20,000 | |
| CANCER RESEARCH INST | ||||||
| 55 BROADWAY SUITE 1802 | NEW YORK | NY | 10006 | EDUCATION | $15,000 | |
| CTR FOR CONTEMPORARY PRINTM | ||||||
| 22-25 JACKSON AVENUE | LONG ISLAND CITY | NY | 11101 | EDUCATION | $2,500 | |
| DOUBLEDAY BABCOOK SENIOR CENTER | ||||||
| 45 EAST MAIN STREET | OYSTER BAY | NY | 11771 | EDUCATION | $10,000 | |
| DOUBLEDAY BABCOOK SENIOR CENTER | ||||||
| 45 EAST MAIN STREET | OYSTER BAY | NY | 11771 | EDUCATION | $30,000 | |
| GEORGE JACKSON ACAD | ||||||
| 104 ST MARKS PLACE | NEW YORK | NY | 10009 | EDUCATION | $15,000 | |
| GRAND STREET SETTLEMENT | ||||||
| 80 PITT STREET | NEW YORK | NY | 10002 | EDUCATION | $500 | |
| HARVARD UNIV | ||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | EDUCATION | $1,000 | |
| HEALTHRIGHT INTL | ||||||
| 8 MAIDEN LANE | NEW YORK | NY | 10038 | EDUCATION | $5,000 | |
| HUMANE SOCIETY OF NEW YORK | ||||||
| 306 EAST 59TH STREET | NEW YORK | NY | 10022 | EDUCATION | $10,000 | |
| INTAR THEATRE | ||||||
| PO BOX 756 | NEW YORK | NY | 10019 | EDUCATION | $5,000 | |
| KIPS BAY BOYS & GIRLS CLUB | ||||||
| 200 LEXINGTON AVENUE SUITE 902 | NEW YORK | NY | 10016 | EDUCATION | $100,000 | |
| LEUKEMIA LYMPHOMA SOC | ||||||
| 1311 MAMARONECK AVE STE 310 | WHITE PLAINS | NY | 10605 | EDUCATION | $2,000 | |
| LI HELLCATS | ||||||
| C/O DONNA GALGANO 261 OYSTER BAY | MILL NECK | NJ | 11771 | EDUCATION | $5,000 | ROAD |
| LINCOLN CTR FOR THE PERFORM | ||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | EDUCATION | $3,000 | |
| MEM SLOAN KETTERING CANCER | ||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | EDUCATION | $10,000 | |
| MOUNT SINAI BREAST HEALTH | ||||||
| 5 EAST 98TH STREET | NEW YORK | NY | 10029 | EDUCATION | $6,000 | |
| MSKCC | ||||||
| 1275 YORK AVENUE | NEW YOK | NY | 10065 | EDUCATION | $15,000 | |
| MSKCC | ||||||
| 1275 YORK AVENUE | NEW YOK | NY | 10065 | EDUCATION | $10,000 | |
| NASSAU CTY FIREFIGHTERS MUS | ||||||
| 1 DAVIS AVENUE | GARDEN CITY | NY | 11530 | EDUCATION | $5,000 | |
| NIGHTINGALE BAMFORD SCHOOL | ||||||
| 20 EAST 92ND STREET | NEW YORK | NY | 10128 | EDUCATION | $40,000 | |
| NO OYSTER BAY BAYMAN'S ASSN | ||||||
| 9 RUSH PLACE | OYSTER BAY | NY | 11771 | EDUCATION | $5,000 | |
| NO SHORE ANIMAL LEAGUE AMER | ||||||
| 790 PORT WASHINGTON BOULEVARD | PORT WASHINGTON | NY | 11050 | EDUCATION | $2,000 | |
| NO SHORE LLJ HEALTH SYS | ||||||
| 125 COMMUNITY DRIVE | GREAT NECK | NY | 11021 | EDUCATION | $5,000 | |
| NYU SCHOOL OF LAW | ||||||
| 110 WEST 3RD STREET | NEW YORK | NY | 10012 | EDUCATION | $5,000 | |
| PRES & FELLOWS OF HARVARD | ||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | EDUCATION | $1,000 | |
| RATTLESTICK PRODUCTIONS INC | ||||||
| 224 WAVERY PLACE | NEW YORK | NY | 10014 | EDUCATION | $50,000 | |
| RATTLESTICK PRODUCTIONS INC | ||||||
| 224 WAVERY PLACE | NEW YORK | NY | 10014 | EDUCATION | $10,000 | |
| RAYNHAM HALL MUSEUM | ||||||
| 20 WEST MAIN STREET | OYSTER BAY | NY | 11771 | EDUCATION | $500 | |
| RAYNHAM HALL MUSEUM | ||||||
| 20 WEST MAIN STREET | OYSTER BAY | NY | 11771 | EDUCATION | $1,000 | |
| ST DOMINICKS SCH | ||||||
| 110 ANSTICE STREET | OYSTER BAY | NY | 11771 | EDUCATION | $5,000 | |
| ST JUDE CHILDREN RESEARCH | ||||||
| 363 7TH AVENUE 18 | NEW YORK | NY | 10001 | EDUCATION | $200 | |
| ST LUKE'S SCHOOL | ||||||
| 608 EAST 139TH STREET | NEW YORK | NY | 11771 | EDUCATION | $5,000 | |
| TEA TOWN LAKE RESERVATION | ||||||
| 1600 SPRING VALLEY RD | OSSINING | NY | 10562 | EDUCATION | $1,000 | |
| TEA TOWN LAKE RESERVATION | ||||||
| 1600 SPRING VALLEY RD | OSSINING | NY | 10562 | EDUCATION | $5,000 | |
| THE CHILDRENS FUND AT HOPE | ||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | EDUCATION | $5,000 | |
| THE DBSC ENDOWMENT FUND | ||||||
| 45 EAST MAIN STREET | OYSTER BAY | NY | 23606 | EDUCATION | $10,000 | |
| THE FRESH AIR FUND | ||||||
| 633 THIRD AVENUE 14TH FLOOR | NEW YORK | NY | 10017 | EDUCATION | $2,000 | |
| THE FRIENDS OF SAGAMORE HILL | ||||||
| 20 SAGAMORE HILL ROAD | OYSTER BAY | NY | 11771 | EDUCATION | $500 | |
| THE HUMANE SOC OF NEW YORK | ||||||
| 306 EAST 59TH STREET | NEW YORK | NY | 10022 | EDUCATION | $10,000 | |
| THE HUMANE SOCIETY OF NY | ||||||
| 306 EAST 59TH STREET | NEW YORK | NY | 10022 | EDUCATION | $10,000 | |
| THE MAYSLES INSTITUTE | ||||||
| 343 LENNOX AVENUE | NEW YORK | NY | 10027 | EDUCATION | $5,200 | |
| THE MAYSLES INSTITUTE | ||||||
| 343 LENNOX AVENUE | NEW YORK | NY | 10027 | EDUCATION | $15,000 | |
| THE METROPOLITAN OPERA | ||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | EDUCATION | $5,000 | |
| THE ST DAVIDS SCH | ||||||
| 12 EAST 89TH STREET | NEW YORK | NY | 10128 | EDUCATION | $10,000 | |
| THE WATERFRONT CTR | ||||||
| 1 WEST END AVENUE | OYSTER BAY | NY | 11771 | EDUCATION | $20,000 | |
| THE WATERFRONT CTR | ||||||
| 1 WEST END AVENUE | OYSTER BAY | NY | 11771 | EDUCATION | $5,000 | |
| THEODORE ROOSEVELT SANCTUARY | ||||||
| 134 COVE ROAD | OYSTER BAY | NY | 11771 | EDUCATION | $5,000 | |
| TR SANCTUARY & AUDUBON CTR | ||||||
| 134 COVE ROAD | OYSTER BAY | NY | 11771 | EDUCATION | $10,000 | |
| VOLUNTEERS FOR WILDFIRE | ||||||
| 27 LLOYD HARBER ROAD | HUNTINGTIN | NY | 11743 | EDUCATION | $1,000 | |
| WNYC RADIO | ||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | EDUCATION | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 520400 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $126 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $93,806 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $93,932 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 93932 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | Category |
| Amount | $7,500 | Amount |
| Net Investment Income | 7500 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| CHARLES SCHWAB INVESTMENT | 32550 | 6300 |
| UBS INVESTMENT | 5424543 | 6910027 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DIFFERENCE BETWEEN BOOK VALUE AND FAIR MARKET VALUE | Description |
| Amount | $547,863 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| UBS SERVICE FEE | 150 | 150 | 0 | 0 |
| FILING FEE | 250 | 250 | 0 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | Category |
| Amount | $175 | Amount |
| Net Investment Income | 175 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments