I U O E LOCAL NO 158 CHARITABLE TRUST: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- I U O E LOCAL NO 158 CHARITABLE TRUST (EIN 02-0599792)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-02
- IRS object ID
- 202430939349200623
- Schema version
- 2023v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-02T09:15:42-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131577780 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHULTHEIS & PANETTIERI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 WIRELESS BLVD | AddressLine1Txt |
| City | HAUPPAUGE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11788 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 020599792 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IUOE LOCAL NO 158 CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IUOE | BusinessNameControlTxt |
| Phone | 5184310600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 HANNAY LANE | AddressLine1Txt |
| City | GLENMONT | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12077 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JONATHAN LANSE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5184310600 | PhoneNum |
| Signature | 2024-04-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JONATHAN | PersonFirstNm |
| Person Last | LANSE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CAROL WESTFALL | PreparerPersonNm |
| PTIN | P00539069 | PTIN |
| Phone | 6312734778 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Gross Receipts | $75,861 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $30,632 | ContributionsGiftsGrantsEtcAmt |
| Fundraising Gross Income | $45,229 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $45,229 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $0 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $30,632 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $35,150 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $1,900 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $43,325 | OtherExpensesTotalAmt |
| Total Expenses | $80,375 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$49,743 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $92,093 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $42,350 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,093 | BOYAmt |
| EOY | $42,350 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,093 | BOYAmt |
| EOY | $42,350 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,093 | BOYAmt |
| EOY | $42,350 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | TO PROVIDE CHARITABLE DONATIONS TO PRIVATE AND PUBLIC INDIVIDUALS AND ORGANIZATIONS FOR PURPOSES THAT ARE BENEFICIAL TO PUBLIC INTEREST WHICH INCLUDE, BUT ARE NOT LIMITED TO RELIEF OF THE POOR, DISTRESSED AND OR UNDERPRIVILEGED; ADVANCEMENT OF EDUCATION OR SCIENCE; LESSENING OF NEIGHBORHOOD TENSIONS; ELIMINATION OF PREJUDICE AND DISCRIMINATION; DEFENSE OF HUMAN AND CIVIL RIGHTS SECURED BY LAW; AND COMBATING COMMUNITY DETERIORATION AND JUVENILE DELINQUENCY. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | TO PROVIDE CHARITABLE DONATIONS TO PRIVATE AND PUBLIC INDIVIDUALS AND ORGANIZATIONS FOR PURPOSES THAT ARE BENEFICIAL TO PUBLIC INTEREST WHICH INCLUDE, BUT ARE NOT LIMITED TO RELIEF OF THE POOR, DISTRESSED AND OR UNDERPRIVILEGED; ADVANCEMENT OF EDUCATION OR SCIENCE; LESSENING OF NEIGHBORHOOD TENSIONS; ELIMINATION OF PREJUDICE AND DISCRIMINATION; DEFENSE OF HUMAN AND CIVIL RIGHTS SECURED BY LAW; AND COMBATING COMMUNITY DETERIORATION AND JUVENILE DELINQUENCY. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $0 | GrantsAndAllocationsAmt |
| Program Service Expenses | $78,400 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $78,400 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (6 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| JONATHAN LANSE | ||||
| PRESIDENT - EFF 5/23 | 1.00 | $0 | $0 | $0 |
| MICHAEL P LYONS | ||||
| PRESIDENT - THRU 5/23 | 1.00 | $0 | $0 | $0 |
| DEBORAH SPAULDING | ||||
| SECRETARY | 1.00 | $0 | $0 | $0 |
| CHRISTINE NASIATKA | ||||
| TRUSTEE | 1.00 | $0 | $0 | $0 |
| KARL BUTTON | ||||
| TRUSTEE - EFF 8/23 | 1.00 | $0 | $0 | $0 |
| THERON H HOGLE | ||||
| TRUSTEE - THRU 8/23 | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JONATHAN LANSE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 HANNAY LANE | AddressLine1Txt |
| City | GLENMONT | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 120774806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5184310600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $66,871 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $725 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $78,903 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $78,931 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $75,861 | CurrentTaxYearAmt |
| Total | $301,291 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $66,871 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $725 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $78,903 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $78,931 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $75,861 | CurrentTaxYearAmt |
| Total | $301,291 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $21,593 | SubstantialContributorsTotAmt |
| Public Support Total170 | $279,698 | PublicSupportTotal170Amt |
| Total Support | $301,291 | TotalSupportAmt |
| Public Support CY170 | 0.92830 | PublicSupportCY170Pct |
| Public Support PY170 | 0.93870 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF OUTING | Event1Nm |
| Gross Receipts Event1 | $75,611 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $30,382 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $45,229 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $5,991 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $12,430 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $26,808 | FoodAndBeverageEvent1Amt |
| Gross Receipts Total | $75,611 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $30,382 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $45,229 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $5,991 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $12,430 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $26,808 | FoodAndBeverageTotalEventsAmt |
| Direct Expense Summary Events | $45,229 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: SCHOLARSHIPS TO INDIVIDUALS. GRANTEE NAME: NOT IN EXCESS OF $5000. AMOUNT GIVEN: 35,150. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: CHARITABLE DONATIONS. AMOUNT: 43,325. |