EDDY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- EDDY FOUNDATION (EIN 33-0721979)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-13
- IRS object ID
- 201803179349102335
- Schema version
- 2017v2.2
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- 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 | 2018-11-13T20:13:28-08:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 150 Broadway Ste 1010 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10038 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 | 2018-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,703,645 | 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 | $12,275 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $29,113 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $29,113 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $29,113 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,375 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,375 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,375 | DividendsAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,750 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $44,513 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $30,488 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $30,488 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $8,780 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $8,780 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,684 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,084 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,457 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,457 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $23,841 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $661 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $23,180 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $34,321 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $8,844 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $8,844 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $5,249 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $5,249 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18,568 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $18,568 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $107,744 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,261 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $71,162 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,195 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,195 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $116,939 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,261 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $80,357 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$72,426 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $28,227 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $30,488 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $233,443 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $226,123 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $226,123 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,544 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,544 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,544 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $1,119,069 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $768,409 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $768,409 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,305,208 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $597,639 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,422,915 | LandBOYAmt |
| Land EOY | $2,707,569 | LandEOYAmt |
| Land EOYFMV | $2,707,569 | LandEOYFMVAmt |
| Total Assets BOY | $3,776,971 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,703,645 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,703,645 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $900 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $900 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $3,776,071 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,703,645 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,776,071 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,703,645 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,776,971 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,703,645 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,776,071 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$72,426 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,703,645 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,703,645 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $82,776 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,318,859 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.06276 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $67,985 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,386,622 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04903 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $105,882 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,761,409 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.06011 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $61,987 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $492,359 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.12590 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $106,936 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $398,223 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.26853 | DistributionYr5Rt |
| Total Distribution | 0.566335 | TotalDistributionRt |
| Average Distribution | 0.113267 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,205,169 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $136,506 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $282 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $136,788 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $80,357 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $565 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $565 | SubtotalAmt |
| Tax Based On Investment Income | $565 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $13 | EsPenaltyAmt |
| Tax Due | $578 | TaxDueAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 | 0.00 | $0 |
| JOAN MALOOF | ||||||
| 2102 Santa Margarita Drive | Fallbrook | CA | 92028 | BOARD MEMBER | 0.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $229,783 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $993,739 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,223,522 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,223,522 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,353 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,205,169 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $60,258 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $60,258 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $565 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $565 | TotalTaxAmt |
| Distributable Before Adj | $59,693 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $59,693 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $59,693 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $80,357 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $80,357 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $80,357 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $59,693 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $87,137 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $37,453 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $18,190 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $17,234 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $160,014 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $80,357 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $59,693 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $20,664 | RemainingDistriFromCorpusAmt |
| Total Corpus | $180,678 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $87,137 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $93,541 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $37,453 | ExcessFromYear4Amt |
| Excess From Year3 | $18,190 | ExcessFromYear3Amt |
| Excess From Year1 | $17,234 | ExcessFromYear1Amt |
| Excess From Current Year | $20,664 | 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 (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHAMPLAIN AREA TRAILS | |||||||
| 6482 MAIN STREET | WESTPORT | NY | 12993 | N/A | PC | ENVIRONMENT | $2,500 |
| OLD GROWTH FOREST NETWORK | |||||||
| PO Box 21 | EASTON | MD | 21601 | N/A | PC | ENVIRONMENTAL | $500 |
| Saginaw Basin Land Conservancy | |||||||
| 809 E Midland St | BAY CITY | MI | 48706 | N/A | PC | ENVIRONMENTAL | $5,000 |
| Northeast Wilderness TrusT | |||||||
| 17 State Street Suite 302 | Montpelier | VT | 05602 | N/A | PC | ENVIRONMENTAL | $500 |
| Occidental Arts Ecology Center | |||||||
| 15290 Coleman Valley Rd | Occidental | CA | 95465 | N/A | PC | ENVIRONMENTAL | $135 |
| KISS THE Ground | |||||||
| 4312 W Jefferson Blvd | Los Angeles | CA | 90016 | N/A | PC | Environmental | $560 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,195 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,113 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,375 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $1,750 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $32,238 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $32,238 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JAMES PHILLIPS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2102 Santa Margarita Drive | AddressLine1Txt |
| City | Fallbrook | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $9,975 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | Automobile | NoncashPropertyDesc |
| Fair Market Value | $9,975 | FairMarketValueAmt |
| Received | 2017-02-13 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Accounting | $1,600 | $1,600 | $0 | $0 |
| Bookkeeping | $3,084 | $0 | $0 | $3,084 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (23 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| BLACK KETTLE FARM | 2000-12-31 | $341,555 | $159,483 | SL | 0.0256 | $8,757 |
| BLACK KETTLE FARM - IMPRV | 2001-07-01 | $241,030 | $116,858 | SL | 0.0256 | $6,180 |
| CACACCI - REAL PROPERTY | 2001-03-19 | $86,616 | $35,076 | SL | 0.0256 | $2,221 |
| WALKER ROAD - PROPERTY | 2001-01-25 | $105,419 | $43,139 | SL | 0.0256 | $2,703 |
| BLACK KETTLE FARM - IMPRV | 2002-07-01 | $124,234 | $46,052 | SL | 0.0256 | $3,185 |
| MARVIN PROPERTY | 2002-11-30 | $21,373 | $7,741 | SL | 0.0256 | $548 |
| RAYMOND PROPERTY | 2002-11-25 | $29,966 | $10,848 | SL | 0.0256 | $768 |
| BLACK KETTLE FARM -IMPROV | 2003-07-01 | $66,805 | $23,055 | SL | 0.0256 | $1,713 |
| PROPERTY - O'NEAL | 2004-11-05 | $31,000 | $9,640 | SL | 0.0256 | $795 |
| PROPERTY - BKF IMPROV | 2004-07-01 | $30,135 | $9,631 | SL | 0.0256 | $773 |
| PROPERTY - BKF IMPROV | 2005-07-01 | $16,805 | $4,939 | SL | 0.0256 | $431 |
| PROPERTY - WINSOME FALLS | 2004-07-01 | $15,000 | $4,797 | SL | 0.0256 | $385 |
| PROPERTY - PALMATEER | 2006-07-01 | $26,493 | $7,102 | SL | 0.0256 | $679 |
| PROPERTY - O'NEAL | 2006-07-01 | $1,364 | $366 | SL | 0.0256 | $35 |
| PROPERTY - BEAVER FALLS | 2006-07-01 | $45,000 | $12,070 | SL | 0.0256 | $1,154 |
| PROPERTY - BOQUET | 2006-07-01 | $3,841 | $1,025 | SL | 0.0256 | $98 |
| PROPERTY - FRIGORIO | 2006-07-01 | $416 | $115 | SL | 0.0256 | $11 |
| PROPERTY - RAYMOND | 2006-07-01 | $375 | $104 | SL | 0.0256 | $10 |
| PROPERTY - WINSOME FALLS | 2006-07-01 | $29,869 | $8,012 | SL | 0.0256 | $766 |
| PROPERTY - BKF IMPROV | 2006-07-01 | $32,938 | $8,838 | SL | 0.0256 | $845 |
| PROPERTY - WALKER ROAD | 2006-07-01 | $2,121 | $538 | SL | 0.0256 | $54 |
| PROPERTY -BOQUET FARM | 2002-07-01 | $47,277 | $23,544 | SL | 0.0256 | $1,212 |
| AUTO 2008 Prius | 2017-02-13 | $9,975 | SL | 0.1000 | $998 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EQUAL EXCHANGE, INC | AT COST | $27,500 | $27,500 |
| AMADON | AT COST | $160,174 | $160,174 |
| WILDLIFE WORKS | AT COST | $27,000 | $27,000 |
| ZORZAL | AT COST | $223,316 | $223,316 |
| LAKESIDE PRESCHOOL | AT COST | $13,350 | $13,350 |
| LAUREN MURPHY | AT COST | $53,000 | $53,000 |
| MOTION SYSTEMS, INC. | AT COST | $134,239 | $134,239 |
| R STEINER FOUNDATION | AT COST | $104,830 | $104,830 |
| GOLD COAST MEAD | AT COST | $25,000 | $25,000 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | EOYFMVEOYFMVAmt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|---|
| Auto./Transportation Equip. | $8,977 | |||
| Machinery and Equipment | $40,320 | $31,343 | $8,977 | |
| Buildings | $356,731 | $663,206 | $306,475 | $356,731 |
| Improvements | $376,605 | $636,426 | $259,821 | $376,605 |
| Land | $1,965,256 | $1,965,256 | $1,965,256 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $8,780 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $8,780 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Dues and Subscription | $764 | $764 |
| Fees | $993 | $993 |
| INSURANCE | $8,544 | $8,544 |
| Office Expenses | $232 | $232 |
| POSTAGE AND DELIVERY | $224 | $224 |
| REPAIR AND MAINTENANCE | $4,960 | $4,960 |
| SURVEY & APPRAISALS | $700 | $700 |
| TELECOMMUNICATION | $1,370 | $1,370 |
| Utilities | $781 | $781 |
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 | $1,750 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Consultants | CategoryTxt |
| Amt | $3,457 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,457 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| PROPERTY TAXES | $23,180 | $23,180 | |
| TAXES AND STATE FEES | $661 | $661 |