EDDY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- EDDY FOUNDATION (EIN 33-0721979)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-14
- IRS object ID
- 201713189349103426
- Schema version
- 2016v3.0
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-14T20:10:10-08:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2016-01-01 | 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 | 5189624762 | 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 | 2017-11-14 | 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 | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,776,971 | 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 | $2,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $9,802 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,802 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $9,802 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $12,556 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,556 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $12,556 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$31,329 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $115,487 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $7,860 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $889 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,358 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $22,358 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $4,901 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $4,901 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,595 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,995 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $27,312 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $724 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $26,588 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $33,323 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $10,948 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $10,948 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $256 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $256 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $19,438 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $19,438 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $99,773 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,324 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $64,126 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $118,423 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,324 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $82,776 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$117,534 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,034 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $22,358 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $148,928 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $233,443 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $233,443 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,544 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,544 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,544 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $1,173,357 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,119,069 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,119,069 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,986,233 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $563,318 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,569,776 | LandBOYAmt |
| Land EOY | $2,422,915 | LandEOYAmt |
| Land EOYFMV | $2,422,915 | LandEOYFMVAmt |
| Total Assets BOY | $3,893,605 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,776,971 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,776,971 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $900 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $900 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $3,893,605 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,776,071 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,893,605 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,776,071 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,893,605 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,776,971 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,893,605 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$117,534 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,776,071 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,776,071 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Maloney Property | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2009-09-23 | AcquiredDt |
| Sold | 2016-12-23 | SoldDt |
| Gross Sales Price | $115,487 | GrossSalesPriceAmt |
| Cost Or Other Basis | $146,816 | CostOrOtherBasisAmt |
| Gain Or Loss | -$31,329 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$31,329 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$31,329 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $67,985 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,386,622 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04903 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $105,882 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,761,409 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.06011 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $61,987 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $492,359 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.12590 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $106,936 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $398,223 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.26853 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $131,020 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,559,112 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05120 | DistributionYr5Rt |
| Total Distribution | 0.554769 | TotalDistributionRt |
| Average Distribution | 0.110954 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,318,859 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $146,333 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $200 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $146,533 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $82,776 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $401 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $401 | SubtotalAmt |
| Tax Based On Investment Income | $401 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $401 | 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 | 5189624762 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 622 LAKESHORE ROAD | AddressLine1Txt |
| City | ESSEX | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12936 | 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 | ||||||
| C/O EDDY FDN 622 LAKE SHORE RD | ESSEX | NY | 12936 | PRESIDENT | 5.00 | $0 |
| JOHN DAVIS | ||||||
| C/O EDDY FDN 622 LAKE SHORE RD | ESSEX | NY | 12936 | Vice President | 1.00 | $0 |
| CHRIS MARON | ||||||
| C/O EDDY FDN 622 LAKE SHORE RD | ESSEX | NY | 12936 | TREASURER | 1.00 | $0 |
| JENNIFER ESSER | ||||||
| C/O EDDY FDN 622 LAKE SHORE RD | NEW YORK | NY | 12936 | Secretary | 0.00 | $0 |
| JOAN MALOOF | ||||||
| C/O EDDY FDN 622 LAKE SHORE RD | NEW YORK | NY | 12936 | 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 | $191,186 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,147,757 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,338,943 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,338,943 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,084 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,318,859 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $65,943 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $65,943 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $401 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $401 | TotalTaxAmt |
| Distributable Before Adj | $65,542 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $65,542 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $65,542 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $82,776 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $82,776 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $82,776 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $65,542 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $3,529 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $87,137 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $37,453 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $18,190 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $146,309 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $82,776 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $65,542 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $17,234 | RemainingDistriFromCorpusAmt |
| Total Corpus | $163,543 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $3,529 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $160,014 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $87,137 | ExcessFromYear4Amt |
| Excess From Year3 | $37,453 | ExcessFromYear3Amt |
| Excess From Year2 | $18,190 | ExcessFromYear2Amt |
| Excess From Current Year | $17,234 | 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 (9 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 | $1,000 |
| OLD GROWTH FOREST NETWORK | |||||||
| PO Box 21 | EASTON | MD | 21601 | N/A | PC | ENVIRONMENTAL | $750 |
| WILDLANDS NETWORK | |||||||
| 1829 10th Ave W Suite B | SEATTLE | WA | 98119 | N/A | PC | ENVIRONMENTAL | $2,500 |
| Adirondack North Country Associatio | |||||||
| 67 Main Street Suite 201 | Saranac Lake | NY | 12983 | N/A | PC | ENVIRONMENTAL | $340 |
| WILDFARM ALLIANCE | |||||||
| 406 MAIN ST SUITE 316 | WATSONVILLE | CA | 95076 | N/A | PC | ENVIRONMENT | $1,660 |
| BRI | |||||||
| 276 CANCO ROAD | PORTLAND | ME | 04103 | N/A | PC | ENVIRONMENT | $100 |
| Fallbrrok Trails Council | |||||||
| PO Box 2974 | Fallbrook | CA | 92088 | N/A | PC | Environment | $250 |
| Northeast Wilderness TrusT | |||||||
| 17 State Street Suite 302 | Montpelier | VT | 05602 | N/A | PC | ENVIRONMENTAL | $12,000 |
| Occidental Arts Ecology Center | |||||||
| 15290 Coleman Valley Rd | Occidental | CA | 95465 | N/A | PC | ENVIRONMENTAL | $50 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,650 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,802 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,556 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $7,860 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | -$31,329 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$1,111 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$1,111 | 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 |
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 | $1,995 | $0 | $0 | $1,995 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (22 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| BLACK KETTLE FARM | 2000-12-31 | $341,555 | $150,726 | SL | 0.0256 | $8,757 |
| BLACK KETTLE FARM - IMPRV | 2001-07-01 | $241,030 | $110,678 | SL | 0.0256 | $6,180 |
| CACACCI - REAL PROPERTY | 2001-03-19 | $86,616 | $32,855 | SL | 0.0256 | $2,221 |
| WALKER ROAD - PROPERTY | 2001-01-25 | $105,419 | $40,436 | SL | 0.0256 | $2,703 |
| BLACK KETTLE FARM - IMPRV | 2002-07-01 | $124,234 | $42,867 | SL | 0.0256 | $3,185 |
| MARVIN PROPERTY | 2002-11-30 | $21,373 | $7,193 | SL | 0.0256 | $548 |
| RAYMOND PROPERTY | 2002-11-25 | $29,966 | $10,080 | SL | 0.0256 | $768 |
| BLACK KETTLE FARM -IMPROV | 2003-07-01 | $66,805 | $21,342 | SL | 0.0256 | $1,713 |
| PROPERTY - O'NEAL | 2004-11-05 | $31,000 | $8,845 | SL | 0.0256 | $795 |
| PROPERTY - BKF IMPROV | 2004-07-01 | $30,135 | $8,858 | SL | 0.0256 | $773 |
| PROPERTY - BKF IMPROV | 2005-07-01 | $16,805 | $4,508 | SL | 0.0256 | $431 |
| PROPERTY - WINSOME FALLS | 2004-07-01 | $15,000 | $4,412 | SL | 0.0256 | $385 |
| PROPERTY - PALMATEER | 2006-07-01 | $26,493 | $6,423 | SL | 0.0256 | $679 |
| PROPERTY - O'NEAL | 2006-07-01 | $1,364 | $331 | SL | 0.0256 | $35 |
| PROPERTY - BEAVER FALLS | 2006-07-01 | $45,000 | $10,916 | SL | 0.0256 | $1,154 |
| PROPERTY - BOQUET | 2006-07-01 | $3,841 | $927 | SL | 0.0256 | $98 |
| PROPERTY - FRIGORIO | 2006-07-01 | $416 | $104 | SL | 0.0256 | $11 |
| PROPERTY - RAYMOND | 2006-07-01 | $375 | $94 | SL | 0.0256 | $10 |
| PROPERTY - WINSOME FALLS | 2006-07-01 | $29,869 | $7,246 | SL | 0.0256 | $766 |
| PROPERTY - BKF IMPROV | 2006-07-01 | $32,938 | $7,993 | SL | 0.0256 | $845 |
| PROPERTY - WALKER ROAD | 2006-07-01 | $2,121 | $484 | SL | 0.0256 | $54 |
| PROPERTY -BOQUET FARM | 2002-07-01 | $47,277 | $22,332 | SL | 0.0256 | $1,212 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EQUAL EXCHANGE, INC | AT COST | $27,500 | $27,500 |
| AMADON | AT COST | $154,680 | $154,680 |
| WILDLIFE WORKS | AT COST | $27,000 | $27,000 |
| ZORZAL | AT COST | $223,316 | $223,316 |
| LAKESIDE PRESCHOOL | AT COST | $13,950 | $13,950 |
| CHAMPLAIN AREA TRAILS | AT COST | ||
| LAUREN MURPHY | AT COST | $53,000 | $53,000 |
| MOTION SYSTEMS, INC. | AT COST | $134,239 | $134,239 |
| R STEINER FOUNDATION | AT COST | $104,047 | $104,047 |
| CVSC | AT COST | $209,094 | $209,094 |
| D. KLEPETAR | AT COST | $112,243 | $112,243 |
| Ctre for Cons. & Edu. | AT COST | $10,000 | $10,000 |
| GOLD COAST MEAD | AT COST | $25,000 | $25,000 |
| Montado Farms Class C Preferred | AT COST | $25,000 | $25,000 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Machinery and Equipment | $30,345 | $30,345 | ||
| Buildings | $663,206 | $289,471 | $373,735 | $373,735 |
| Improvements | $636,426 | $243,502 | $392,924 | $392,924 |
| Land | $1,656,256 | $1,656,256 | $1,656,256 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,901 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,901 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Fees | $213 | $213 |
| INSURANCE | $6,642 | $6,642 |
| Office Expenses | $223 | $223 |
| POSTAGE AND DELIVERY | $191 | $191 |
| REPAIR AND MAINTENANCE | $8,461 | $8,461 |
| Research | $1,020 | $1,020 |
| TELECOMMUNICATION | $2,372 | $2,372 |
| Utilities | $316 | $316 |
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 | $7,860 | RevenueAndExpensesPerBooksAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Security deposit | Desc |
| EOY Book Value | $900 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| PROPERTY TAXES | $26,588 | $26,588 | |
| TAXES AND STATE FEES | $724 | $724 |