EDDY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- EDDY FOUNDATION (EIN 33-0721979)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202423209349105042
- Schema version
- 2023v5.1
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T11:57:43-08:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 020632187 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dinowitz & Bove CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 US Highway 9 Ste 103 | AddressLine1Txt |
| City | Morganville | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07751 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330721979 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDDY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDDY | BusinessNameControlTxt |
| Phone | 7602852577 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 42 | AddressLine1Txt |
| City | ESSEX | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12936 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES PHILIPS | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK BOVE | PreparerPersonNm |
| PTIN | P00747643 | PTIN |
| Phone | 7323333328 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,816,286 | 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 | $3,500 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $7,748 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,748 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $7,748 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,031 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,031 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,031 | DividendsAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,200 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $13,479 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,779 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $8,779 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $14,797 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,959 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $11,838 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $6,120 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,224 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,896 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,217 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,043 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $8,174 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $19,865 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $19,865 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $1,800 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $360 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $1,440 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $15,837 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $3,167 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $12,670 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $23,127 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,625 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $18,502 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $91,763 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,243 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $57,520 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,377 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $17,377 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $109,140 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,243 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $74,897 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$95,661 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8,779 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $353,456 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $319,560 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $319,560 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,544 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,544 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,544 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $480,834 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $494,040 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $494,040 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,341,445 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $340,303 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,069,375 | LandBOYAmt |
| Land EOY | $2,001,142 | LandEOYAmt |
| Land EOYFMV | $2,001,142 | LandEOYFMVAmt |
| Total Assets BOY | $2,905,209 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,816,286 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,816,286 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $6,738 | AccountsPayableEOYAmt |
| Total Liabilities EOY | $6,738 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,905,209 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,809,548 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,905,209 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,809,548 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,905,209 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,816,286 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,905,209 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$95,661 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,809,548 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,809,548 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Due | $0 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | James Phillips | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7602852577 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Champlain Area 6482 Main St | AddressLine1Txt |
| City | Westport | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12993 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JAMES PHILIPS | ||||||
| 2102 Santa Margarita Drive | Fallbrook | CA | 92028 | PRESIDENT | 5.00 | $0 |
| JOHN DAVIS | ||||||
| 2102 Santa Margarita Drive | Fallbrook | CA | 92028 | Vice President | 1.00 | $0 |
| CHRIS MARON | ||||||
| 2102 Santa Margarita Drive | Fallbrook | CA | 92028 | TREASURER | 1.00 | $0 |
| JENNIFER ESSER | ||||||
| 2102 Santa Margarita Drive | Fallbrook | CA | 92028 | Secretary | 1.00 | $0 |
| JOAN MALOOF | ||||||
| 2102 Santa Margarita Drive | Fallbrook | CA | 92028 | BOARD MEMBER | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Donations to environmental, arts, and educational charities | Description1Txt |
| Expenses1 | $17,377 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $336,508 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $487,437 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $823,945 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $823,945 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,359 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $811,586 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $40,579 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $40,579 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $40,579 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $40,579 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $40,579 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $74,897 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $74,897 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $40,579 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $12,203 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $17,625 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $41,115 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,487 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $77,430 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $74,897 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $40,579 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $34,318 | RemainingDistriFromCorpusAmt |
| Total Corpus | $111,748 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $12,203 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $99,545 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $17,625 | ExcessFromYear4Amt |
| Excess From Year2 | $41,115 | ExcessFromYear2Amt |
| Excess From Year1 | $6,487 | ExcessFromYear1Amt |
| Excess From Current Year | $34,318 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JAMES PHILLIPS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 42 | AddressLine1Txt |
| City | ESSEX | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12936 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5189622795 | RecipientPhoneNum |
| Form And Info And Materials | ALL APPLICATIONS SHOULD BE SUBMITTED IN WRITING AND SHOULD INCLUDE ANY PERTINENT DETAILS ABOUT THE CHARITABLE ORGANIZATION AND ITS CHARITABLE ACTIVITIES. | FormAndInfoAndMaterialsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FALLBROOK ART CULTURE CENTER | |||||||
| 103 SOUTH MAIN STREET | FALLBROOK | CA | 92028 | N/A | PC | ENVIRONMENTAL | $50 |
| OLD GROWTH FOREST NETWORK | |||||||
| PO Box 21 | EASTON | MD | 21601 | N/A | PC | ENVIRONMENTAL | $5,000 |
| WILDFARM ALLIANCE | |||||||
| 406 MAIN ST SUITE 316 | WATSONVILLE | CA | 95076 | N/A | PC | ENVIRONMENT | $5,277 |
| THE NATURE CONSERVANCY | |||||||
| 322 8TH AVE | NEW YORK | NY | 10001 | N/A | PC | ENVIRONMENT | $1,000 |
| Hemlock Society | |||||||
| PO BOX 600481 | SAN DIEGO | CA | 92160 | N/A | PC | COMMUNITIES | $515 |
| Wildcoast | |||||||
| 925 SEACOAST DRIVE | IMPERIAL BEACH | CA | 91932 | N/A | PC | ENVIRONMENTAL | $200 |
| HERON DANCE ART STUDIO | |||||||
| 300 Delaware Ave | WILMINGTON | DE | 19801 | N/A | PC | PERFORMANCE ART | $2,150 |
| SPLIT ROCK | |||||||
| 74485 National Park Drive | Twentynine Palms | CA | 92277 | N/A | GOV | ENVIORNMENTAL | $3,185 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $17,377 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,748 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,031 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $1,200 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $9,979 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,979 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (18 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| CACACCI - REAL PROPERTY | 2001-03-19 | $86,616 | $48,402 | SL | 0.0256 | $2,221 |
| WALKER ROAD - PROPERTY | 2001-01-25 | $105,419 | $59,357 | SL | 0.0256 | $2,703 |
| MARVIN PROPERTY | 2002-11-30 | $21,373 | $11,029 | SL | 0.0256 | $548 |
| RAYMOND PROPERTY | 2002-11-25 | $29,966 | $15,456 | SL | 0.0256 | $768 |
| PROPERTY - O'NEAL | 2004-11-05 | $31,000 | $14,410 | SL | 0.0256 | $795 |
| PROPERTY - BKF IMPROV | 2004-07-01 | $30,135 | $14,269 | SL | 0.0256 | $773 |
| PROPERTY - BKF IMPROV | 2005-07-01 | $18,026 | $7,680 | SL | 0.0256 | $462 |
| PROPERTY - WINSOME FALLS | 2004-07-01 | $15,000 | $7,107 | SL | 0.0256 | $385 |
| PROPERTY - PALMATEER | 2006-07-01 | $26,493 | $11,176 | SL | 0.0256 | $679 |
| PROPERTY - O'NEAL | 2006-07-01 | $1,364 | $576 | SL | 0.0256 | $35 |
| PROPERTY - BEAVER FALLS | 2006-07-01 | $45,000 | $18,994 | SL | 0.0256 | $1,154 |
| PROPERTY - BOQUET | 2006-07-01 | $3,841 | $1,613 | SL | 0.0256 | $98 |
| PROPERTY - FRIGORIO | 2006-07-01 | $416 | $181 | SL | 0.0256 | $11 |
| PROPERTY - RAYMOND | 2006-07-01 | $375 | $164 | SL | 0.0256 | $10 |
| PROPERTY - WINSOME FALLS | 2006-07-01 | $29,869 | $12,608 | SL | 0.0256 | $766 |
| PROPERTY - WALKER ROAD | 2006-07-01 | $2,121 | $862 | SL | 0.0256 | $54 |
| PROPERTY -BOQUET FARM | 2002-07-01 | $47,277 | $31,066 | SL | 0.0256 | $1,212 |
| AUTO 2019 | 2019-07-01 | $35,954 | $25,168 | SL | 0.2000 | $7,191 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EQUAL EXCHANGE, INC | AT COST | $27,500 | $27,500 |
| AMADON | AT COST | $35,466 | $35,466 |
| ZORZAL | AT COST | $223,316 | $223,316 |
| LAUREN MURPHY | AT COST | $17,300 | $17,300 |
| R STEINER FOUNDATION | AT COST | $57,872 | $57,872 |
| GOLD COAST MEAD | AT COST | $22,992 | $22,992 |
| CATS - VIALLS CROSSING | AT COST | $13,523 | $13,523 |
| CARLO GUARDADO | AT COST | $5,000 | $5,000 |
| CEIBA SA CLASS B SHARES | AT COST | $54,985 | $54,985 |
| RAINFOREST CHOCOLATE LLC | AT COST | $4,086 | $4,086 |
| ECOLOGY ARTISANS | AT COST | $25,000 | $25,000 |
| SPIRIT SANCTUARY | AT COST | $7,000 | $7,000 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Machinery and Equipment | $76,274 | $72,679 | $3,595 | $3,595 |
| Buildings | $321,651 | $187,967 | $133,684 | $133,684 |
| Improvements | $172,640 | $79,657 | $92,983 | $92,983 |
| Land | $1,770,880 | $1,770,880 | $1,770,880 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal | CategoryTxt |
| Legal Fees | $14,797 | LegalFeesAmt |
| Net Investment Income | $2,959 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $11,838 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK AND OTHER FEES | $132 | $26 | $106 |
| Conservation Burial Expenses | $95 | $19 | $76 |
| Dues and Subscription | $850 | $170 | $680 |
| INSURANCE | $6,333 | $1,267 | $5,066 |
| Office Expenses | $80 | $16 | $64 |
| POSTAGE AND DELIVERY | $230 | $46 | $184 |
| Property maintenance | $4,726 | $945 | $3,781 |
| REPAIR | $5,035 | $1,007 | $4,028 |
| SURVEY & APPRAISALS | $1,675 | $335 | $1,340 |
| Utilities | $2,850 | $570 | $2,280 |
| Video conferencing | $1,121 | $224 | $897 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rental Income - Noninvestment Property | Desc |
| Revenue And Expenses Per Books | $1,200 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Accounting | $1,650 | $330 | $0 | $1,320 |
| Adminstration | $1,125 | $225 | $0 | $900 |
| Bookkeeping | $2,265 | $453 | $0 | $1,812 |
| Consulting | $1,080 | $216 | $0 | $864 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROPERTY TAXES | $9,591 | $1,918 | $7,673 |
| TAXES AND STATE FEES | $626 | $125 | $501 |