EDDY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- EDDY FOUNDATION (EIN 33-0721979)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202303199349104675
- 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
- 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 | 2023-11-15T11:26:47-08:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES | PersonFirstNm |
| Person Last | PHILIPS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | JAY DINOWITZ | PreparerPersonNm |
| PTIN | P00905735 | PTIN |
| Phone | 2129730935 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,905,209 | 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 | $500 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $7,796 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,796 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $7,796 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,031 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,031 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,031 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $48,441 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $147,833 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $48,441 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $48,441 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,200 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $58,968 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $57,268 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $57,268 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $15,200 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,040 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $12,160 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $3,762 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $752 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,010 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,819 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,964 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $7,855 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $20,862 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $20,862 | 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 | $6,250 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,250 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,000 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $25 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $5 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $20 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18,563 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,713 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,850 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $76,281 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,946 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $44,335 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $78,781 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,946 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $46,835 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$19,813 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $25,322 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $57,268 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $211,997 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $353,456 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $353,456 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,544 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,544 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,544 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $606,491 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $480,834 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $480,834 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,389,813 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $320,438 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,104,990 | LandBOYAmt |
| Land EOY | $2,069,375 | LandEOYAmt |
| Land EOYFMV | $2,069,375 | LandEOYFMVAmt |
| Total Assets BOY | $2,925,022 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,905,209 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,905,209 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,925,022 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,905,209 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,925,022 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,905,209 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,925,022 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,905,209 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,925,022 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$19,813 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,905,209 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,905,209 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | IMPROVEMENT - Sherman | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2021-12-31 | AcquiredDt |
| Sold | 2022-10-31 | SoldDt |
| Gross Sales Price | $147,833 | GrossSalesPriceAmt |
| Cost Or Other Basis | $99,392 | CostOrOtherBasisAmt |
| Gain Or Loss | $48,441 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $48,441 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $48,441 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $48,441 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $352 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $352 | SubtotalAmt |
| Tax Based On Investment Income | $352 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $352 | 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 and educational charities | Description1Txt |
| Expenses1 | $3,500 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $282,726 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $543,664 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $826,390 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $826,390 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,396 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $813,994 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $40,700 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $40,700 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $352 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $352 | TotalTaxAmt |
| Distributable Before Adj | $40,348 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $40,348 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $40,348 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $46,835 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $46,835 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $40,348 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $12,203 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $17,625 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $41,115 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $70,943 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $46,835 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $40,348 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,487 | RemainingDistriFromCorpusAmt |
| Total Corpus | $77,430 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $77,430 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $12,203 | ExcessFromYear4Amt |
| Excess From Year3 | $17,625 | ExcessFromYear3Amt |
| Excess From Year1 | $41,115 | ExcessFromYear1Amt |
| Excess From Current Year | $6,487 | 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 (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| LAKESIDE PRESCHOOL | |||||||
| PO BOX 96 | ESSEX | NY | 12936 | N/A | NC | EDUCATION | $2,000 |
| FALLBROOK LAND CONSERVANCY | |||||||
| PO BOX 2701 | FALLBROOK | CA | 92088 | N/A | PC | ENVIRONMENTAL | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,796 | 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 |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $48,441 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $58,468 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $58,468 | 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 (19 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| CACACCI - REAL PROPERTY | 2001-03-19 | $86,616 | $46,181 | SL | 0.0256 | $2,221 |
| WALKER ROAD - PROPERTY | 2001-01-25 | $105,419 | $56,654 | SL | 0.0256 | $2,703 |
| MARVIN PROPERTY | 2002-11-30 | $21,373 | $10,481 | SL | 0.0256 | $548 |
| RAYMOND PROPERTY | 2002-11-25 | $29,966 | $14,688 | SL | 0.0256 | $768 |
| PROPERTY - O'NEAL | 2004-11-05 | $31,000 | $13,615 | SL | 0.0256 | $795 |
| PROPERTY - BKF IMPROV | 2004-07-01 | $30,135 | $13,496 | SL | 0.0256 | $773 |
| PROPERTY - BKF IMPROV | 2005-07-01 | $18,026 | $7,218 | SL | 0.0256 | $462 |
| PROPERTY - WINSOME FALLS | 2004-07-01 | $15,000 | $6,722 | SL | 0.0256 | $385 |
| PROPERTY - PALMATEER | 2006-07-01 | $26,493 | $10,497 | SL | 0.0256 | $679 |
| PROPERTY - O'NEAL | 2006-07-01 | $1,364 | $541 | SL | 0.0256 | $35 |
| PROPERTY - BEAVER FALLS | 2006-07-01 | $45,000 | $17,840 | SL | 0.0256 | $1,154 |
| PROPERTY - BOQUET | 2006-07-01 | $3,841 | $1,515 | SL | 0.0256 | $98 |
| PROPERTY - FRIGORIO | 2006-07-01 | $416 | $170 | SL | 0.0256 | $11 |
| PROPERTY - RAYMOND | 2006-07-01 | $375 | $154 | SL | 0.0256 | $10 |
| PROPERTY - WINSOME FALLS | 2006-07-01 | $29,869 | $11,842 | SL | 0.0256 | $766 |
| PROPERTY - WALKER ROAD | 2006-07-01 | $2,121 | $808 | SL | 0.0256 | $54 |
| PROPERTY -BOQUET FARM | 2002-07-01 | $47,277 | $29,854 | SL | 0.0256 | $1,212 |
| AUTO 2008 Prius | 2017-02-13 | $9,975 | $8,978 | SL | 0.1000 | $997 |
| AUTO 2019 | 2019-07-01 | $35,954 | $17,977 | SL | 0.2000 | $7,191 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EQUAL EXCHANGE, INC | AT COST | $27,500 | $27,500 |
| AMADON | AT COST | $38,436 | $38,436 |
| ZORZAL | AT COST | $223,316 | $223,316 |
| LAKESIDE PRESCHOOL | AT COST | ||
| 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 | $29,985 | $29,985 |
| RAINFOREST CHOCOLATE LLC | AT COST | $4,086 | $4,086 |
| ECOLOGY ARTISANS | AT COST | $25,000 | $25,000 |
| SPIRIT SANCTUARY | AT COST | $15,824 | $15,824 |
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 | $65,488 | $10,786 | $10,786 |
| Buildings | $321,651 | $179,720 | $141,931 | $141,931 |
| Improvements | $172,640 | $75,230 | $97,410 | $97,410 |
| Land | $1,819,248 | $1,819,248 | $1,819,248 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal | CategoryTxt |
| Legal Fees | $15,200 | LegalFeesAmt |
| Net Investment Income | $3,040 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $12,160 | 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 | $172 | $34 | $138 |
| Conservation Burial Expenses | $1,003 | $201 | $802 |
| Dues and Subscription | $1,750 | $350 | $1,400 |
| INSURANCE | $6,738 | $1,348 | $5,390 |
| Office Expenses | $164 | $33 | $131 |
| POSTAGE AND DELIVERY | $206 | $41 | $165 |
| Property maintenance | $4,880 | $976 | $3,904 |
| REPAIR | $140 | $28 | $112 |
| SURVEY & APPRAISALS | $150 | $30 | $120 |
| Utilities | $1,837 | $367 | $1,470 |
| Video conferencing | $1,523 | $305 | $1,218 |
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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Accounting | $1,650 | $330 | $0 | $1,320 |
| Bookkeeping | $2,112 | $422 | $0 | $1,690 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROPERTY TAXES | $9,569 | $1,914 | $7,655 |
| TAXES AND STATE FEES | $250 | $50 | $200 |