DR CHARLES J HOMCY CHARITABLE FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- DR CHARLES J HOMCY CHARITABLE FOUNDATION (EIN 26-6356357)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-14
- IRS object ID
- 201113189349100601
- Schema version
- 2010v3.2
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-14T05:45:26-08:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | 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 | 02339 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | 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 | 6173764750 | 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 REILLY TRUSTEE | Name |
| Title | TRUSTEE | Title |
| Phone | 6173764750 | Phone |
| Date Signed | 2011-10-12 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL D COONEY | Name |
| Phone | 7818265111 | Phone |
| Date Prepared | 2011-11-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 259085 | 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 | 9478 | DividendsRevAndExpnss |
| Capital Gain Net Incm Net Invst Incm | 8406 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 9478 | TotalRevenueAndExpenses |
| Total Net Investment Income | 8406 | TotalNetInvestmentIncome |
| Legal Fees Rev And Expnss | 250 | LegalFeesRevAndExpnss |
| Accounting Fees Rev And Expnss | 1200 | AccountingFeesRevAndExpnss |
| Other Prof Fees Rev And Expnss | 2665 | OtherProfFeesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 4115 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 254700 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 0 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 258815 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 0 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -249337 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 8406 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | 27245 | CashEOY |
| Cash EOYFMV | 27245 | CashEOYFMV |
| Investments Corp Stock BOY | 419847 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 196318 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 231840 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 419847 | TotalAssetsBOY |
| Total Assets EOY | 223563 | TotalAssetsEOY |
| Total Assets EOYFMV | 259085 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 419847 | RetainedEarningsBOY |
| Retained Earnings EOY | 223563 | RetainedEarningsEOY |
| Total Net Assets BOY | 419847 | TotalNetAssetsBOY |
| Total Net Assets EOY | 223563 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 419847 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 223563 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 419847 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -249337 | ExcessOfRevenueOverExpenses |
| Other Increases | 53053 | OtherIncreases |
| Subtotal | 223563 | Subtotal |
| Total Net Assets Fund Balances EOY | 223563 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (12 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | DepreciationDepreciation | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | FMV As Of123169FMVAsOf123169 | Adjusted Basis As Of123169AdjustedBasisAsOf123169 | Excess Of FMV Over Adjusted BasisExcessOfFMVOverAdjustedBasis | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 20,000 CitiGroup | P | 2008-11-26 | 2010-02-22 | 20000 | 0 | 20000 | 0 | 0 | 0 | 0 | 0 |
| 100 CVS | P | 2008-10-06 | 2010-03-05 | 3497 | 0 | 3038 | 459 | 0 | 0 | 0 | 459 |
| 200 CVS | P | 2008-10-06 | 2010-03-05 | 6994 | 0 | 6076 | 918 | 0 | 0 | 0 | 918 |
| 100 CVS | P | 2008-10-06 | 2010-03-05 | 3497 | 0 | 3038 | 459 | 0 | 0 | 0 | 459 |
| 100 CVS | P | 2008-10-06 | 2010-03-05 | 3497 | 0 | 3038 | 459 | 0 | 0 | 0 | 459 |
| 100 CVS | P | 2008-10-06 | 2010-03-05 | 3497 | 0 | 3038 | 459 | 0 | 0 | 0 | 459 |
| 380 Occidental | P | 2009-12-31 | 2010-03-05 | 31053 | 0 | 30913 | 140 | 0 | 0 | 0 | 140 |
| 10,000 Albertsons | P | 2010-01-15 | 2010-03-05 | 10210 | 0 | 10277 | -67 | 0 | 0 | 0 | -67 |
| 20,000 Boston Scientific | P | 2008-11-07 | 2010-03-08 | 20135 | 0 | 19629 | 506 | 0 | 0 | 0 | 506 |
| 25,000 Health Care | P | 2009-01-08 | 2010-03-08 | 25649 | 0 | 21439 | 4210 | 0 | 0 | 0 | 4210 |
| 20,000 Marriot | P | 2008-11-07 | 2010-03-08 | 20835 | 0 | 19972 | 863 | 0 | 0 | 0 | 863 |
| 20,000 National Australia | P | 2008-11-26 | 2010-05-19 | 20000 | 0 | 20000 | 0 | 0 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 8406 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Adj Nonchrtbl Assets And One | 0 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 0 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 168 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 168 | Subtotal |
| Tax Based On Investment Income | 168 | TaxBasedOnInvestmentIncome |
| Tax Paid Original Return | 0 | TaxPaidOriginalReturn |
| Tax Due | 168 | TaxDue |
| 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 | THOMAS REILLY TRUSTEE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6173764750 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 CROWN COLONY DRIVE STE 202 | AddressLine1 |
| City | QUINCY | City |
| State | MA | State |
| ZIP Code | 021690930 | 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS REILLY | ||||||||
| 400 CROWN COLONY DRIVE | QUINCY | MA | 02169 | Trustee | 0 | 0 | 0 | 0 |
| JOSEPH HOMCY | ||||||||
| 400 CROWN COLONY DRIVE | QUINCY | 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 | 168 | TaxBasedOnInvestmentIncome |
| Total Tax | 168 | 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 (8 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | ||||||
| 7272 GREEENVILLE AVE | DALLAS | TX | 75231 | Exempt | Research | $1,000 |
| JOHNS HOPKINS MEDICAL SCHOOL | ||||||
| 201 N CHARLES STREET | BALTIMORE | MD | 21201 | Exempt | Research | $250,000 |
| SANDY CHRISTIAN FOUNDATION | ||||||
| P O BOX 10405 | PORTLAND | ME | 04104 | Exempt | Administrative | $1,000 |
| OUR LADY OF PERPETUAL HELP | ||||||
| 510 SOUTHWEST 8TH AVENUE | DELRAY BEACH | FL | 33444 | Exempt | Administrative | $250 |
| SONOMA LAND TRUST | ||||||
| 966 SONOMA AVENUE | SANTA ROSA | CA | 95404 | Exempt | Administrative | $1,000 |
| ST NICHOLAS CHURCH | ||||||
| 24252 EL TORO ROAD | LAGUNA WOODS | CA | 92637 | Exempt | Administrative | $250 |
| THE SMITHS INFECTIONS DISEASE FUND | ||||||
| P O BOX 174 | ROSELAND | NJ | 07068 | Exempt | Research | $1,000 |
| TUFTS MEDICAL CENTER | ||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | Exempt | Research | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 254700 | 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 | $9,478 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 3 | ExclusionCode |
| Exclusion | $49 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $9,527 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 9527 | 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 | $1,200 | Amount |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part VII-A - Line 10 - Substantial Contributors | Identifier |
| Explanation | CHARLES HOMCY & DIANA SYLVESTRE 1327 FILBERT STREET, SAN FRANCISCO, CA 94109 | Explanation |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | Pershing | NameOfStock |
| EOY Book Value | 196318 | EOYBookValue |
| EOYFMV | 231840 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Michael G O'Neil Legal | Category |
| Amount | $250 | Amount |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Unrealized Gain/(Loss) | Description |
| Amount | $53,053 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Pershing Management Fees | Category |
| Amount | $2,665 | Amount |
Comments