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KASSANDRA FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
KASSANDRA FOUNDATION (EIN 27-3000759)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-05
IRS object ID
202341259349101704
Schema version
2022v5.0
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

FieldValueIRS element (for citing)
Return2023-05-05T13:57:04-04:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN463147091PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HOMETOWN BOOKKEEPING AND TAX PREPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1103 SOUTHSIDE DR STE 7AddressLine1Txt
CityOWEGOCityNm
State AbbreviationNYStateAbbreviationCd
ZIP13827ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN273000759EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KASSANDRA FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKASSBusinessNameControlTxt
Phone2127291878PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1428 N TIOGA STAddressLine1Txt
CityITHACACityNm
State AbbreviationNYStateAbbreviationCd
ZIP14850ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDR GEORGE M MALTEZOSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2127291878PhoneNum
Signature2023-05-02SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGEORGEPersonFirstNm
Person LastMALTEZOSPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAMY DUNHAMPreparerPersonNm
PTINP00716956PTIN
Phone6072234021PhoneNum
Preparation2023-05-02PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$68,997FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$3InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$3InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$967DividendsRevAndExpnssAmt
Dividends Net Invst Incm$967DividendsNetInvstIncmAmt
Dividends Adj Net Incm$967DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$19,371NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$64,055GrossSalesPriceAmt
Other Income Rev And Expnss$30OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$4OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$30OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$20,371TotalRevAndExpnssAmt
Total Net Invst Incm$974TotalNetInvstIncmAmt
Total Adj Net Incm$1,000TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$225AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$66TaxesRevAndExpnssAmt
Other Expenses Net Invst Incm$450OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$291TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$450TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,737ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,737ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,028TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$450TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,737TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$16,343ExcessRevenueOverExpensesAmt
Net Investment Income$524NetInvestmentIncomeAmt
Adjusted Net Income$1,000AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,237CashBOYAmt
Cash EOY$1,912CashEOYAmt
Cash EOYFMV$1,912CashEOYFMVAmt
Sav And Temp Cash Invst EOY$242SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$216SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$51,855CorporateStockBOYAmt
Corporate Stock EOY$66,869CorporateStockEOYAmt
Corporate Stock EOYFMV$66,869CorporateStockEOYFMVAmt
Total Assets BOY$53,092TotalAssetsBOYAmt
Total Assets EOY$69,023TotalAssetsEOYAmt
Total Assets EOYFMV$68,997TotalAssetsEOYFMVAmt
Other Liabilities BOY$412OtherLiabilitiesBOYAmt
Total Liabilities BOY$412TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$52,680RetainedEarningBOYAmt
Retained Earning EOY$69,023RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$52,680TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$69,023TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$53,092TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$69,023TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$52,680TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$16,343ExcessRevenueOverExpensesAmt
Subtotal$69,023SubtotalAmt
Tot Net Ast Or Fund Balances EOY$69,023TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$7InvestmentIncomeExciseTaxAmt
Subtotal$7SubtotalAmt
Tax Based On Investment Income$7TaxBasedOnInvestmentIncomeAmt
Tax Due$7TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDR GEORGE M MALTEZOSIndividualWithBooksNm
Phone2127291878PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1428 N TIOGA STAddressLine1Txt
CityITHACACityNm
State AbbreviationNYStateAbbreviationCd
ZIP14850ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DR GEORGE M MALTEZOS
428 N TIOGA STITHACANY14850PRESIDENT000.00$0$0$0
SUZY K LEE
428 N TIOGA STITHACANY14850VICE PRESIDE000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$72,719AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,702AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$74,421TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$74,421AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,116CashDeemedCharitableAmt
Net Vl Noncharitable Assets$73,305NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,665MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,665MinimumInvestmentReturnAmt
Tax Based On Investment Income$7TaxBasedOnInvestmentIncomeAmt
Total Tax$7TotalTaxAmt
Distributable Before Adj$3,658DistributableBeforeAdjAmt
Distributable Before Ded$3,658DistributableBeforeDedAmt
Distributable As Adjusted$3,658DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,737ExpensesAndContributionsAmt
Qualifying Distributions$3,737QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,658DistributableAsAdjustedAmt
Undistributed Income PY$2,927UndistributedIncomePYAmt
Qualifying Distributions$3,737QualifyingDistributionsAmt
Applied To Year1$2,927AppliedToYear1Amt
Applied To Current Year$810AppliedToCurrentYearAmt
Undistributed Income CY$2,848UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
WALK FOUNDATION
428 N TIOGA STREETITHACANY14850501C3CHARITABLE CONTRIBUTION$1,737
BINGHAMTON UNIVERSITY FOUNDATION
PO BOX 6005BINGHAMTONNY13902CHARITYCHARITABLE CONTRIBUTION$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,737TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$967ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$19,371RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescINVESCO K-1Desc
Related Or Exempt Function Incm$26RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$974ExclusionAmt
Related Or Exempt Function Incm$19,397RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$20,371TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPCategoryTxt
Amt$225Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
SHORT TERM ON FILEPURCHASE$2,442$2,745-$303
LONG TERM ON FILEPURCHASE$61,613$41,939$19,674

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockAMERITRADEStockNm
EOY Book Value$66,869EOYBookValueAmt
EOYFMV$66,869EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
ADVISORY FEES$653
REFERENCE MATERIAL
SECTION 1256 CONTRACTS AND ST-$203

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
SECTION 199A DIVIDENDS$4$4$4
INVESCO K-1$26$26

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescADVANCE FROM AFFILIATEDesc
BOY Book Value$412BOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
CA FRANCHISE TAX BOARD$20
FED TAX 2021 PMT$46