EDDY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- EDDY FOUNDATION (EIN 33-0721979)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-13
- IRS object ID
- 201523179349101472
- Schema version
- 2014v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-13T11:44:00-08:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-11-13 | 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 | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,969,416 | 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 | $1,488,916 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $16,833 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16,833 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $16,833 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,656 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,656 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,656 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,310 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $50,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,310 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10,425 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,520,140 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,799 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $18,489 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $3,061 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $3,061 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,565 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,965 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,025 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,025 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $30,103 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $285 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $29,818 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $37,160 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $5,650 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,650 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $400 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $400 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $38,463 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $38,083 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $121,427 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,885 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $82,002 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $23,880 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $23,880 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $145,307 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,885 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $105,882 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,374,833 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,914 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $18,489 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $49,640 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $324,289 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $324,289 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $414,854 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,168,902 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,168,902 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,989,056 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $512,831 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,129,452 | LandBOYAmt |
| Land EOY | $2,476,225 | LandEOYAmt |
| Land EOYFMV | $2,476,225 | LandEOYFMVAmt |
| Total Assets BOY | $2,593,946 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,969,416 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,969,416 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $635 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,272 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $635 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,272 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,593,311 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,968,144 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,593,311 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,968,144 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,593,946 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,969,416 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,593,311 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,374,833 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,968,144 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,968,144 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,310 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $61,987 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $492,359 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.12590 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $106,936 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $398,223 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.26853 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $131,020 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,559,112 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05120 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $219,089 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,623,101 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.08352 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $534,343 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,749,230 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.19436 | DistributionYr5Rt |
| Total Distribution | 0.72351 | TotalDistributionRt |
| Average Distribution | 0.14470 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,761,409 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $254,879 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $189 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $255,068 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $105,882 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $378 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $378 | SubtotalAmt |
| Tax Based On Investment Income | $378 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $360 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $360 | TotalPaymentsAndCreditsAmt |
| Tax Due | $18 | 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 | $493,871 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,294,361 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,788,232 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,788,232 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,823 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,761,409 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $88,070 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $88,070 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $378 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $378 | TotalTaxAmt |
| Distributable Before Adj | $87,692 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $87,692 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $87,692 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $105,882 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $105,882 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $105,882 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $87,692 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $397,057 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $88,753 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,529 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $87,137 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $37,453 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $613,929 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $105,882 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $87,692 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $18,190 | RemainingDistriFromCorpusAmt |
| Total Corpus | $632,119 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $397,057 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $235,062 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $88,753 | ExcessFromYear4Amt |
| Excess From Year3 | $3,529 | ExcessFromYear3Amt |
| Excess From Year2 | $87,137 | ExcessFromYear2Amt |
| Excess From Year1 | $37,453 | ExcessFromYear1Amt |
| Excess From Current Year | $18,190 | 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 | 6 LEANING ROAD | 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 (10 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 | $250 |
| FALLBROOK LAND CONSERVANCY | |||||||
| PO BOX 2701 | FALLBROOK | CA | 92088 | N/A | PC | ENVIRONMENTAL | $120 |
| FALLBROOK ART CULTURE CENTER | |||||||
| 103 SOUTH MAIN STREET | FALLBROOK | CA | 92028 | N/A | PC | ENVIRONMENTAL | $250 |
| OLD GROWTH FOREST NETWORK | |||||||
| PO Box 21 | EASTON | MD | 21601 | N/A | PC | ENVIRONMENTAL | $21,210 |
| WILDLANDS NETWORK | |||||||
| 1829 10th Ave W Suite B | SEATTLE | WA | 98119 | N/A | PC | ENVIRONMENTAL | $500 |
| Adirondack Community Fund | |||||||
| PO BOX 288 | LAKE PLACID | NY | 12946 | N/A | PC | EDUCATION | $250 |
| THRESHOLD FOUNDATION | |||||||
| PO BOX 29903 | SAN FRANCISCO | CA | 94129 | N/A | PC | ENVIRONMENT | $300 |
| VT CENTER FOR ECOSTUDIES | |||||||
| PO BOX 420 | NORWICH | VT | 05055 | N/A | PC | EDUCATIONAL | $200 |
| WILDFARM ALLIANCE | |||||||
| 406 MAIN ST SUITE 316 | WATSONVILLE | CA | 95076 | N/A | PC | ENVIRONMENT | $500 |
| BRI | |||||||
| 276 CANCO ROAD | PORTLAND | ME | 04103 | N/A | PC | ENVIRONMENT | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $23,880 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,833 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,656 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $10,425 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,310 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $28,914 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,310 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $31,224 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ELIZABETH EDDY CO James Phillips | ||||||
| 1 | 622 LAKE SHORE ROAD | NEW YORK | NY | 12936 | $1,461,916 | Yes (X) |
| Jim and Brenda Bardsley | ||||||
| 2 | 868 SWIFT ROAD | PASADENA | MD | 21122 | $25,000 | Yes (X) |
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 | $1,965 | $0 | $0 | $1,965 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (26 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| BLACK KETTLE FARM | 2000-12-31 | $341,555 | $133,212 | SL | 0.0256 | $8,757 |
| BLACK KETTLE FARM - IMPRV | 2001-07-01 | $241,030 | $81,635 | SL | 0.0256 | $6,180 |
| CACACCI - REAL PROPERTY | 2001-03-19 | $86,616 | $28,413 | SL | 0.0256 | $2,221 |
| WALKER ROAD - PROPERTY | 2001-01-25 | $105,419 | $35,030 | SL | 0.0256 | $2,703 |
| BLACK KETTLE FARM - IMPRV | 2002-07-01 | $124,234 | $36,497 | SL | 0.0256 | $3,185 |
| MARVIN PROPERTY | 2002-11-30 | $21,373 | $6,097 | SL | 0.0256 | $548 |
| RAYMOND PROPERTY | 2002-11-25 | $29,966 | $8,544 | SL | 0.0256 | $768 |
| BLACK KETTLE FARM -IMPROV | 2003-07-01 | $66,805 | $17,916 | SL | 0.0256 | $1,713 |
| PROPERTY - O'NEAL | 2004-11-05 | $31,000 | $7,255 | SL | 0.0256 | $795 |
| PROPERTY - BKF IMPROV | 2004-07-01 | $30,135 | $7,312 | SL | 0.0256 | $773 |
| PROPERTY - BKF IMPROV | 2005-07-01 | $16,805 | $3,646 | SL | 0.0256 | $431 |
| PROPERTY - WINSOME FALLS | 2004-07-01 | $15,000 | $3,642 | SL | 0.0256 | $385 |
| PROPERTY - PALMATEER | 2006-07-01 | $26,493 | $5,065 | SL | 0.0256 | $679 |
| PROPERTY - O'NEAL | 2006-07-01 | $1,364 | $261 | SL | 0.0256 | $35 |
| PROPERTY - BEAVER FALLS | 2006-07-01 | $45,000 | $8,608 | SL | 0.0256 | $1,154 |
| PROPERTY - BOQUET | 2006-07-01 | $3,841 | $731 | SL | 0.0256 | $98 |
| PROPERTY - FRIGORIO | 2006-07-01 | $416 | $82 | SL | 0.0256 | $11 |
| PROPERTY - RAYMOND | 2006-07-01 | $375 | $74 | SL | 0.0256 | $10 |
| PROPERTY - WINSOME FALLS | 2006-07-01 | $29,869 | $5,714 | SL | 0.0256 | $766 |
| PROPERTY - BKF IMPROV | 2006-07-01 | $32,938 | $6,303 | SL | 0.0256 | $845 |
| PROPERTY - WALKER ROAD | 2006-07-01 | $2,121 | $376 | SL | 0.0256 | $54 |
| PROPERTY - WHALLONSBURG | 2006-07-01 | $4,080 | $783 | SL | 0.0256 | $48 |
| PROPERTY -BOQUET FARM | 2002-07-01 | $47,277 | $19,908 | SL | 0.0256 | $1,212 |
| PROPERTY - WHALLONSBURG | 2009-11-20 | $28,615 | $3,028 | SL | 0.0256 | $336 |
| PROPERTY - MALONEY house | 2009-09-23 | $129,329 | $12,449 | SL | 0.0256 | $3,316 |
| PROPERTY - MALONEY house | 2012-02-28 | $5,337 | $257 | SL | 0.0256 | $137 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EQUAL EXCHANGE, INC | AT COST | $27,500 | $27,500 |
| WILD EARTH SOCIETY | AT COST | $1,969 | $1,969 |
| AMADON | AT COST | $129,000 | $129,000 |
| WILDLIFE WORKS | AT COST | $27,000 | $27,000 |
| ZORZAL | AT COST | $200,000 | $200,000 |
| LAKESIDE PRESCHOOL | AT COST | $14,800 | $14,800 |
| CHAMPLAIN AREA TRAILS | AT COST | $31,125 | $31,125 |
| LAUREN MURPHY | AT COST | $51,000 | $51,000 |
| MOTION SYSTEMS, INC. | AT COST | $134,239 | $134,239 |
| R STEINER FOUNDATION | AT COST | $103,269 | $103,269 |
| CVSC | AT COST | $225,000 | $225,000 |
| D. KLEPETAR | AT COST | $224,000 | $224,000 |
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 | $266,526 | $396,680 | $396,680 |
| Improvements | $751,902 | $215,960 | $535,942 | $535,942 |
| Land | $1,543,603 | $1,543,603 | $1,543,603 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,061 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,061 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| DUES & SUBSCRIPTIONS | $908 | $908 |
| INSURANCE | $6,312 | $6,312 |
| Miscellaneous | $974 | $594 |
| POSTAGE AND DELIVERY | $183 | $183 |
| REPAIR AND MAINTENANCE | $27,447 | $27,447 |
| SURVEY & APPRAISALS | $900 | $900 |
| TELECOMMUNICATION | $1,318 | $1,318 |
| Utilities | $421 | $421 |
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 | $10,425 | RevenueAndExpensesPerBooksAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Security deposit | $635 | $1,270 |
| Rounding | $2 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ASSISTANT | $525 | $0 | $0 | $525 |
| REALTOR | $2,500 | $0 | $0 | $2,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| PROPERTY TAXES | $29,818 | $29,818 | |
| TAXES AND FEES | $285 | $285 |