FRIENDS OF THE THREE BEARS INC: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- FRIENDS OF THE THREE BEARS INC (EIN 20-0564702)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-09
- IRS object ID
- 202401309349202440
- 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 | 2024-05-09T14:40:58-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161092347 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MENGEL METZGER BARR & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CHESTNUT STREET SUITE 1200 | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14604 | 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 | 200564702 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIENDS OF THE THREE BEARS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRIE | BusinessNameControlTxt |
| Phone | 6072794104 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 75 | AddressLine1Txt |
| City | OVID | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14521 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MAREN HOSMER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6072794104 | PhoneNum |
| Signature | 2024-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MAREN | PersonFirstNm |
| Person Last | HOSMER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANTHONY SANDONATO | PreparerPersonNm |
| PTIN | P00244375 | PTIN |
| Phone | 5854231860 | PhoneNum |
| Preparation | 2024-05-07 | PreparationDt |
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 |
| Website Address | HTTPS://THREEBEARSOVID.ORG/ | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Gross Receipts | $88,862 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $25,687 | ContributionsGiftsGrantsEtcAmt |
| Membership Dues | $7,146 | MembershipDuesAmt |
| Investment Income | $970 | InvestmentIncomeAmt |
| Fundraising Gross Income | $4,755 | FundraisingGrossIncomeAmt |
| Special Events Net Income Loss | $4,755 | SpecialEventsNetIncomeLossAmt |
| Gross Sales Of Inventory | $241 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,164 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | -$923 | GrossProfitLossSlsOfInvntryAmt |
| Other Revenue Total | $50,063 | OtherRevenueTotalAmt |
| Total Revenue | $87,698 | TotalRevenueAmt |
| Salaries Other Comp Empl Bnft | $16,902 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $950 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $305 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $19,212 | OtherExpensesTotalAmt |
| Total Expenses | $37,369 | TotalExpensesAmt |
| Excess Or Deficit For Year | $50,329 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $104,091 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $2,213 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $156,633 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,913 | BOYAmt |
| EOY | $132,375 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,118 | BOYAmt |
| EOY | $24,300 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,031 | BOYAmt |
| EOY | $156,675 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $940 | BOYAmt |
| EOY | $42 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,091 | BOYAmt |
| EOY | $156,633 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | THE MISSION OF THE FRIENDS OF THE THREE BEARS IS TO PRESERVE THE BUILDINGS KNOWN AS THE (HISTORIC SENECA COUNTY) COURTHOUSE COMPLEX, IMPLEMENT ART, MUSIC, AND OTHER EDUCATIONAL PROGRAMS/EVENTS, AND PROVIDE HISTORICAL BUILDING TOURS AND AREA INFORMATION TO VISITORS. THE FRIENDS WILL ACCOMPLISH THIS THROUGH FUNDRAISING, AND COMMUNITY OUTREACH. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | THE MISSION OF THE FRIENDS OF THE THREE BEARS IS TO PRESERVE THE BUILDINGS KNOWN AS THE (HISTORIC SENECA COUNTY) COURTHOUSE COMPLEX, IMPLEMENT ART, MUSIC, AND OTHER EDUCATIONAL PROGRAMS/EVENTS, AND PROVIDE HISTORICAL BUILDING TOURS AND AREA INFORMATION TO VISITORS. THE FRIENDS WILL ACCOMPLISH THIS THROUGH FUNDRAISING, AND COMMUNITY OUTREACH. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $0 | GrantsAndAllocationsAmt |
| Program Service Expenses | $6,959 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $6,959 | TotalProgramServiceExpensesAmt |
| Info In Schedule O Part IV | Yes (X) | InfoInScheduleOPartIVInd |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| DEB BUSH | ||||
| TRUSTEE | 5.00 | $0 | $0 | $0 |
| KIT CUPP | ||||
| TRUSTEE | 5.00 | $0 | $0 | $0 |
| LEON KELLY | ||||
| TRUSTEE | 5.00 | $0 | $0 | $0 |
| DIANE MCCONNELL | ||||
| TRUSTEE | 5.00 | $0 | $0 | $0 |
| PHYLLIS MOTILL | ||||
| TRUSTEE | 5.00 | $0 | $0 | $0 |
| JEAN O'DONNELL-SMITH | ||||
| TRUSTEE | 5.00 | $0 | $0 | $0 |
| SALLY TILLINGHAST | ||||
| TRUSTEE | 5.00 | $0 | $0 | $0 |
| DAVID WOOD | ||||
| TRUSTEE | 5.00 | $0 | $0 | $0 |
| HAROLD BUSH | ||||
| TRUSTEE | 5.00 | $0 | $0 | $0 |
| DOTTIE TRAPHAGHEN | ||||
| TRUSTEE | 5.00 | $0 | $0 | $0 |
| LYNNE DOYLE | ||||
| PRESIDENT | 15.00 | $0 | $0 | $0 |
| DONALIE KELLY | ||||
| VICE PRESIDENT | 15.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| 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 | THE ORGANIZATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 75 | AddressLine1Txt |
| City | OVID | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14521 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6072794104 | 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $47,460 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,833 | CurrentTaxYearAmt |
| Total | $80,293 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $47,460 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,833 | CurrentTaxYearAmt |
| Total | $80,293 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $80,293 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $426 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $529 | CurrentTaxYearAmt |
| Total | $955 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $426 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $529 | CurrentTaxYearAmt |
| Total | $955 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $35,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $50,000 | CurrentTaxYearAmt |
| Total | $85,000 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $82,886 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $83,362 | CurrentTaxYearAmt |
| Total | $166,248 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.48300 | PublicSupportCY509Pct |
| Public Support PY509 | 0.57260 | PublicSupportPY509Pct |
| Investment Income CY | 0.00570 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00510 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: VANGUARD DIVIDENDS. AMOUNT: 529. DESCRIPTION: VANGUARD CAPITAL GAINS DISTRIBUTIONS. AMOUNT: 441. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 970. |
| FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORY | INCOME: GROSS RECEIPTS: 241. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 1,164. GROSS PROFIT: -923. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 1,164. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 0. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 1,164. |
| FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE | DESCRIPTION: PAYROLL REIMBURSEMENT. AMOUNT: 50,000. DESCRIPTION: MISCELLANEOUS INCOME. AMOUNT: 63. TOTAL TO FORM 990-EZ, LINE 8: 50,063. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: ADVERTISING AND MARKETING. AMOUNT: 1,103. DESCRIPTION: INSURANCE. AMOUNT: 1,564. DESCRIPTION: PROGRAM EXPENSE. AMOUNT: 6,959. DESCRIPTION: SUPPLIES. AMOUNT: 747. DESCRIPTION: MEMBERSHIPS & SUBSCRIPTIONS. AMOUNT: 625. DESCRIPTION: SOFTWARE & APPS. AMOUNT: 18. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 5,555. DESCRIPTION: PURCHASES. AMOUNT: 785. DESCRIPTION: PAY PAL FEES. AMOUNT: 8. DESCRIPTION: REPAIRS & MAINTENANCE. AMOUNT: 1,848. TOTAL TO FORM 990-EZ, LINE 16: 19,212. |
| FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS | DESCRIPTION: NET UNREALIZED GAIN ON INVESTMENTS. AMOUNT: 2,213. |
| FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS | DESCRIPTION: VANGUARD INVESTMENT ACCOUNT. BEG. OF YEAR AMOUNT: 21,118. END OF YEAR AMOUNT: 24,300. |
| FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES | DESCRIPTION: PAYROLL TAX LIABILITIES. BEG. OF YEAR AMOUNT: 940. END OF YEAR AMOUNT: 42. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | DeclarationDesc |