THE PEGASUS FOUNDATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE PEGASUS FOUNDATION (EIN 22-3487149)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-07-05
- IRS object ID
- 202221869349300332
- Schema version
- 2021v4.2
- 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 | 2022-07-05T10:41:08-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043027605 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAMET & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 BAY STATE CT | AddressLine1Txt |
| City | BREWSTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02631 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223487149 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PEGASUS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PEGA | BusinessNameControlTxt |
| Phone | 5082552240 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 BAY STATE COURT | AddressLine1Txt |
| City | BREWSTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02631 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN ZIOBROWSKI ESQ | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 6173454600 | PhoneNum |
| Signature | 2022-07-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEPHEN | PersonFirstNm |
| Person Last | ZIOBROWSKI ESQ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GEORGE W MALLOY CPA | PreparerPersonNm |
| PTIN | P00115577 | PTIN |
| Phone | 5082552240 | PhoneNum |
| Preparation | 2022-07-05 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEPHEN ZIOBROWSKI ESQ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE FEDERAL STREET 29 FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $196,496 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PEGASUSFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1996 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | THE PEGASUS FOUNDATION IMPROVES ANIMAL WELFARE THROUGH EFFECTIVE GRANT MAKING AND EDUCATION IN THE UNITED STATES,THE CARIBBEAN,NATIVE AMERICAN LANDS,AFRICA AND ASIA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $405,444 | PYContributionsGrantsAmt |
| CY Contributions Grants | $196,478 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,326 | PYInvestmentIncomeAmt |
| CY Investment Income | $10 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $406,770 | PYTotalRevenueAmt |
| CY Total Revenue | $196,496 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $380,115 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $236,415 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $22,949 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $52,877 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $117,656 | PYOtherExpensesAmt |
| CY Other Expenses | $137,479 | CYOtherExpensesAmt |
| PY Total Expenses | $520,720 | PYTotalExpensesAmt |
| CY Total Expenses | $426,771 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$113,950 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$230,275 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $444,933 | TotalAssetsBOYAmt |
| Total Assets EOY | $213,910 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $947 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $199 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $443,986 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $213,711 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THROUGH A STRATEGY OF ENGAGED PHILANTHROPY,THE PEGASUS FOUNDATION SERVES AS A CATALYST TO HELP NON-PROFIT ORGANIZATIONS ACHIEVE THEIR POTENTIAL BY FORMING PARTNERSHIPS,LEVERAGING RESOURCES,AND EDUCATING THE PUBLIC.THE PEGASUS FOUNDATION SEEKS TO INSPIRE COLLABORATIONS BY ORGANIZING CONFERENCES AND MEETINGS,AND FACILITATING COMMUNICATIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $265,438 | ExpenseAmt |
| Grant | $121,000 | GrantAmt |
| Desc | CONTRIBUTIONS TO CHARITIES WORKING FOR ANIMAL WELFARE | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $115,415 | ExpenseAmt |
| Grant | $115,415 | GrantAmt |
| Desc | HELP US HELP THEM | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $380,853 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | 0 | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAMET COMPANY PC | PersonNm |
| Phone | 5082552240 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 BAY STATE COURT | AddressLine1Txt |
| City | BREWSTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02631 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| DONALD BAUR | ||||||
| CO-TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN ZIOBROWSKI ESQ | ||||||
| CO-TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| GEORGE WMALLOY CPA | ||||||
| CO-TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CHARLES JBIRDSEY | ||||||
| CO-TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BARBARA UBURDSEY | ||||||
| CO-TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JOHN WGRANDY RETIRED EXEC DIRECTOR | ||||||
| CO-TRUSTEE | 1.00 | Yes (X) | $15,000 | $0 | $0 | Yes (X) |
| CARTER LUKE | ||||||
| CO-TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT HRAGAN | ||||||
| CO-TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $15,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $37,471 | FundraisingAmt |
| All Other Contributions | $159,007 | AllOtherContributionsAmt |
| Total Contributions | $196,478 | TotalContributionsAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8 | TotalRevenueColumnAmt |
| Exclusion | $8 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10 | TotalRevenueColumnAmt |
| Exclusion | $10 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $37,471 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $196,496 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $18 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $236,415 | TotalAmt |
| Program Services | $236,415 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,000 | TotalAmt |
| Program Services | $39,000 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,010 | TotalAmt |
| Program Services | $11,010 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,867 | TotalAmt |
| Program Services | $2,867 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,097 | TotalAmt |
| Management And General | $31,097 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,585 | TotalAmt |
| Management And General | $13,585 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,816 | TotalAmt |
| Program Services | $61,816 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,383 | TotalAmt |
| Program Services | $1,383 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $751 | TotalAmt |
| Program Services | $751 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,725 | TotalAmt |
| Program Services | $9,725 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10 | TotalAmt |
| Program Services | $10 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,162 | TotalAmt |
| Management And General | $1,162 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| LOXA-LUCIE PROJECT EXPE | $15,105 | $15,105 | |
| DUES & SUBSCRIPTIONS | $2,234 | $2,234 | |
| POSTAGE & MAILING | $537 | $537 | |
| MERCHANT SERVICES | $74 | $74 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $426,771 | TotalAmt |
| Program Services | $380,853 | ProgramServicesAmt |
| Management And General | $45,918 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $444,933 | BOYAmt |
| EOY | $213,910 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $444,933 | BOYAmt |
| EOY | $213,910 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $947 | BOYAmt |
| EOY | $199 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $947 | BOYAmt |
| EOY | $199 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $443,986 | BOYAmt |
| EOY | $213,711 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $443,986 | BOYAmt |
| EOY | $213,711 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $444,933 | BOYAmt |
| EOY | $213,910 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$230,275 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
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 | $592,653 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $649,762 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $725,460 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $301,024 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $159,007 | CurrentTaxYearAmt |
| Total | $2,427,906 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $592,653 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $649,762 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $725,460 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $301,024 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $159,007 | CurrentTaxYearAmt |
| Total | $2,427,906 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $347,844 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,080,062 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $196,598 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,736 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,431 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,326 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18 | CurrentTaxYearAmt |
| Total | $206,109 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $38,483 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $104,420 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,471 | CurrentTaxYearAmt |
| Total | $180,374 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,814,389 | TotalSupportAmt |
| Public Support CY170 | 0.73910 | PublicSupportCY170Pct |
| Public Support PY170 | 0.73230 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | NONE | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | HELP US HELP THEM | Event1Nm |
| Gross Receipts Event1 | $37,471 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $37,471 | CharitableContriEvent1Amt |
| Gross Receipts Total | $37,471 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $37,471 | CharitableContributionsTotAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| DELAWARE CENTER FOR INLAND BAYS | |||||||||
| 39375 INLET RD | REHOBOTH BEACH | DE | 19971 | 510365565 | 501(C)(3) | $10,000 | $0 | CASH | CHARITABLE CONTRIBUTION |
| DOGS AND CATS FOREVER | |||||||||
| 4600 SELVITZ RD | FORT PIERCE | FL | 34981 | 650118134 | 501(C)(3) | $25,000 | $0 | CASH | CHARITABLE CONTRIBUTION |
| LAKE WINNUPESAUKEE ASSOCIATION | |||||||||
| 1934 LAKE SHORE RD UNIT 207 | GILFORD | NH | 03249 | 020332012 | 501(C)(3) | $10,000 | $0 | CASH | CHARITABLE CONTRIBUTION |
| NALA'S NEW LIFE RESCUE | |||||||||
| 380 N GREENBUSH ROAD | TROY | NY | 12180 | 262312990 | 501(C)(3) | $54,077 | $0 | CASH | CHARITABLE CONTRIBUTION |
| NATIONAL MARINE SANCTUARIY FOUNDATION | |||||||||
| 8601 GEORGIA AVE 510 | FORT PIERCE | FL | 34981 | 943370994 | 501(C)(3) | $10,000 | $0 | CASH | CHARITABLE CONTRIBUTION |
| NATIVE AMERICA HUMANE SOCIETY | |||||||||
| 3838 WEST CARSON STREET SUITE 218 | TORRANCE | CA | 90503 | 465445818 | 501(C)(3) | $10,000 | $0 | CASH | CHARITABLE CONTRIBUTION |
| PROVINCETOWN CENTER FOR COASTAL STUDIES | |||||||||
| PO BOX 1036 | PROVINCETOWN | MA | 02657 | 042609788 | 501(C)(3) | $10,000 | $0 | CASH | CHARITABLE CONTRIBUTION |
| THE WHALE SANCTUARY | |||||||||
| 4100 KANAB CANYON ROAD | KANAB | UT | 84741 | 812276219 | 501(C)(3) | $10,000 | $0 | CASH | CHARITABLE CONTRIBUTION |
| TREASURED COAST HOSPICE | |||||||||
| 1201 SE INDIAN STREET | STUART | FL | 34997 | 592199023 | 501(C)(3) | $6,500 | $0 | CASH | CHARITABLE CONTRIBUTION |
| TREASURED LANDS FOUNDATION INC | |||||||||
| PO BOX 2986 | STUART | FL | 34997 | 262908675 | 501(C)(3) | $10,000 | $0 | CASH | CHARITABLE CONTRIBUTION |
| WELLFLEET BAY WILDLIFE SANCTUARY | |||||||||
| 208 SOUTH GREAT ROAD | LINCOLN | MA | 01773 | 042104702 | 501(C)(3) | $10,000 | $0 | CASH | CHARITABLE CONTRIBUTION |
| WILDAID INC | |||||||||
| 333 PINE ST SUITE 300 | SAN FRANCISCO | CA | 94104 | 203644441 | 501(C)(3) | $10,000 | $0 | CASH | CHARITABLE CONTRIBUTION |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION HAS A SEPARATE CHECKING,SAVINGS,AND INVESTMENT ACCOUNTS TO ACCOUNT FOR THE FUNDRAISING ACTIVITIES | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | CHARLES J.BIRDSEY & BARBARA U. BIRDSEY ARE HUSBAND & WIFE. |
| FORM 990, PART VI, SECTION B, LINE 11B | A DRAFT COPY WAS GIVEN TO THE TRUSTEES PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 15A | COMPENSATION FOR THE EXECUTIVE DIRECTOR IS DISCUSSED,AT A FORMAL BOARD MEETING, AND VOTED UPON BY THE CURRENT TRUSTEE'S. |
| FORM 990, PART VI, SECTION C, LINE 18 | UPON REQUEST,THE ORGANIZATION MAKES ITS DOCUMENTS AVAILABLE FOR REVIEW TO THE PUBLIC. |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON REQUEST,THE ORGANIZATION MAKES ITS DOCUMENTS AVAILABLE FOR REVIEW TO THE PUBLIC. |
| FORM 990, PART IX, LINE 11G | BANK SERVICE FEES: PROGRAM SERVICE EXPENSES 1447. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1447. BUSINESS REGISTRATION FEES: PROGRAM SERVICE EXPENSES 125. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 125. CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 60244. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 60244. |