COSTAS FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- COSTAS FAMILY FOUNDATION INC (EIN 27-0881014)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-27
- IRS object ID
- 202631179349100028
- Schema version
- 2025v4.1
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-27T09:57:51-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 872525370 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 PARK AVENUE SUITE 200 | AddressLine1Txt |
| City | FLORHAM PARK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07932 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270881014 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COSTAS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COST | BusinessNameControlTxt |
| Phone | 2035525250 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 DOCKSIDE LANE 454 | AddressLine1Txt |
| City | KEY LARGO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33037 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN COSTAS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2035525250 | PhoneNum |
| Signature | 2026-04-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TONIA SIMON | PreparerPersonNm |
| PTIN | P00175762 | PTIN |
| Phone | 9732180500 | PhoneNum |
| Preparation | 2026-04-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,739,364 | 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 | $1,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $166,112 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $166,112 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $68,935 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $863,591 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $68,935 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $11 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $11 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,235,058 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $235,058 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,466 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,466 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $23,784 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,784 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $52,636 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,275 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $82,886 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,059 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,466 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $310,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $310,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $392,886 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,059 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $316,466 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $842,172 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $209,999 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $52,124 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $0 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $0 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $286,740 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $365,733 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $370,006 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,182,965 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,658,048 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,267,413 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,604,009 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,065,266 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,101,945 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $5,125,838 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,089,047 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,739,364 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $121,037 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $121,037 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $5,125,838 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,968,010 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,125,838 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,968,010 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,125,838 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,089,047 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,125,838 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $842,172 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,968,010 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,968,010 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $826,046 | $794,656 | $31,390 | $31,390 |
| CAPITAL GAIN DISTRIBUTIONS | P | $37,545 | $37,545 | $37,545 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $68,935 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,919 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,919 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,919 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $26,920 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $26,920 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $24,001 | OverpaymentAmt |
| Applied To ES Tax | $24,001 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | 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 | JOHN COSTAS | IndividualWithBooksNm |
| Phone | 2035525250 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 DOCKSIDE ROAD 454 | AddressLine1Txt |
| City | KEY LARGO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33037 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN P COSTAS | ||||||||
| 24 DOCKSIDE LANE 454 | KEY LARGO | FL | 33037 | PRESIDENT | 0.10 | $0 | $0 | $0 |
| BARBARA S COSTAS | ||||||||
| 24 DOCKSIDE LANE 454 | KEY LARGO | FL | 33037 | SECRETARY AND TREASURER | 0.10 | $0 | $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 | $5,599,536 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $70,384 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,669,920 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,669,920 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $85,049 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,584,871 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $279,244 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $279,244 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,919 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,919 | TotalTaxAmt |
| Distributable Before Adj | $276,325 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $276,325 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $276,325 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $316,466 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $316,466 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $276,325 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $15,642 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $9,428 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $12,322 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $28,568 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $65,960 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $316,466 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $276,325 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $40,141 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $106,101 | 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 | $15,642 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $90,459 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,428 | ExcessFromYear4Amt |
| Excess From Year2 | $12,322 | ExcessFromYear2Amt |
| Excess From Year1 | $28,568 | ExcessFromYear1Amt |
| Excess From Current Year | $40,141 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN P COSTAS | ContributingManagerNm |
| Contributing Manager | BARBARA S COSTAS | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOHN COSTAS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 DOCKSIDE LANE | AddressLine1Txt |
| City | KEY LARGO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2035525250 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A BETTER CHANCE | ||||||||
| 253 WEST 35TH STREET 6TH FLOOR | NEW YORK | NY | 10001 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| ADAMS VALVE FOUNDATION | ||||||||
| 12030 SUNRISE VALLEY DRIVE SUITE | RESTON | VA | 20191 | N/A | PC | GENERAL SUPPORT | $100,000 | 450 |
| BOYS AND GIRLS CLUB OF MONMOUTH COUNTY | ||||||||
| 1201 MONROE AVE | ASBURY PARK | NJ | 07712 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| DREAM CHARTER SCHOOL | ||||||||
| 232 EAST 103RD STREET | NEW YORK | NY | 10019 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| GO PROJECT | ||||||||
| 11 BROADWAY SUITE 532 | NEW YORK | NY | 10004 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| HARLEM CHILDREN'S ZONE | ||||||||
| 35 EAST 125TH STREET | NEW YORK | NY | 10035 | N/A | PC | GENERAL SUPPORT | $100,000 | |
| NJ LEEP | ||||||||
| 12 LOMBARDY STREET | NEWARK | NJ | 07102 | N/A | PC | GENERAL SUPPORT | $7,500 | |
| PHILADELPHIA CITY ROWING INC | ||||||||
| 450 PLYMOUTH ROAD SUITE 305 | PLYMOUTH MEETING | PA | 19462 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| SEEDS - ACCESS CHANGES EVERYTHING | ||||||||
| 494 BROAD ST | NEWARK | NJ | 07102 | N/A | PC | GENERAL SUPPORT | $7,500 | |
| THE LITERACY CENTER | ||||||||
| 1132 W HAMILTON STREET STE 300 | ALLENTOWN | PA | 18101 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| THE POSSIBILITY PROJECT | ||||||||
| 2578 BROADWAY 103 | NEW YORK | NY | 10025 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| THE TEAK FELLOWSHIP | ||||||||
| 16 WEST 22ND STREET 3RD FLOOR | NEW YORK | NY | 10010 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $310,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $166,112 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $68,935 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $11 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $235,058 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $235,058 | 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 |
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 | JOHN AND BARBARA COSTAS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 DOCKSIDE LANE | AddressLine1Txt |
| City | KEY LARGO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RETURN PREPARATION AND TAX COMPLIANCE | CategoryTxt |
| Amt | $6,466 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,466 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESTMENT GRADE FIXED INCOME | $1,564,885 | $1,602,501 |
| PGIM HIGH YIELD FUND | $500,381 | $499,444 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ARTISAN INTERNATIONAL VALUE FUND CLASS I | $159,493 | $175,152 |
| CHAMPLAIN SMALL COMPANY FUND | $182,901 | $156,455 |
| E&F PRIVATE EQUITY MANAGERS (2025) OFFSHORE LP | $2,500 | $2,500 |
| GS GQG PARTNERS INTERNATIONAL OPPORTUNITIES FUND | $172,727 | $172,538 |
| GS TACTICAL TILT OVERLAY FUND CLASS P | $337,403 | $336,438 |
| ISHARES S&P 500 INDEX FUND | $2,409,454 | $2,963,079 |
| JOHCM EMERGING MARKETS OPPORTUNITIES FUND | $69,442 | $87,178 |
| STATE STREET HEDGED INTERNATIONAL DEVELOPED EQUITY INDEX FUND | $319,128 | $369,073 |
| VINTAGE X (FLAGSHIP) OFFSHORE | $5,000 | $5,000 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $365,733 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $370,006 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $11 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $11 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $11 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| BANK OVERDRAFT | $0 | $119,808 |
| DUE TO BROKER | $0 | $1,229 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $23,784 | Amt |
| Net Investment Income | $23,784 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $51,361 | $0 | $0 |
| FOREIGN TAX | $1,275 | $1,275 | $0 |
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