I U O E LOCAL NO 158 CHARITABLE TRUST: Form 990EZ, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- I U O E LOCAL NO 158 CHARITABLE TRUST (EIN 02-0599792)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-04-01
- IRS object ID
- 201540919349200314
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-01T11:58:49-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Schultheis & Panettieri LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 Marcus Boulevard | AddressLine1Txt |
| City | Hauppauge | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 117883740 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 020599792 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IUOE LOCAL NO 158 CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IUOE | BusinessNameControlTxt |
| Phone | 5184310600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 HANNAY LANE | AddressLine1Txt |
| City | GLENMONT | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12077 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL MCGRAW | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2015-04-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CAROL WESTFALL | PreparerPersonNm |
| PTIN | P00539069 | PTIN |
| Phone | 6312734778 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Gross Receipts | $59,228 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $30,504 | ContributionsGiftsGrantsEtcAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $28,724 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $28,724 | SpecialEventsDirectExpensesAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $30,504 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $1,200 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $60 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $10,990 | OtherExpensesTotalAmt |
| Total Expenses | $12,250 | TotalExpensesAmt |
| Excess Or Deficit For Year | $18,254 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $62,734 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $80,988 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,734 | BOYAmt |
| EOY | $80,988 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,734 | BOYAmt |
| EOY | $80,988 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,734 | BOYAmt |
| EOY | $80,988 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | TO PROVIDE CHARITABLE DONATIONS TO PRIVATE AND PUBLIC INDIVIDUALS AND ORGANIZATIONS FOR PURPOSES THAT ARE BENEFICIAL TO PUBLIC INTEREST WHICH INCLUDE, BUT ARE NOT LIMITED TO RELIEF OF THE POOR, DISTRESSED AND OR UNDERPRIVILEGED; ADVANCEMENT OF EDUCATION OR SCIENCE; LESSENING OF NEIGHBORHOOD TENSIONS; ELIMINATION OF PREJUDICE AND DISCRIMINATION; DEFENSE OF HUMAN AND CIVIL RIGHTS SECURED BY LAW; AND COMBATING COMMUNITY DETERIORATION AND JUVENILE DELINQUENCY. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | TO PROVIDE CHARITABLE DONATIONS TO PRIVATE AND PUBLIC INDIVIDUALS AND ORGANIZATIONS FOR PURPOSES THAT ARE BENEFICIAL TO PUBLIC INTEREST WHICH INCLUDE, BUT ARE NOT LIMITED TO RELIEF OF THE POOR, DISTRESSED AND OR UNDERPRIVILEGED; ADVANCEMENT OF EDUCATION OR SCIENCE; LESSENING OF NEIGHBORHOOD TENSIONS; ELIMINATION OF PREJUDICE AND DISCRIMINATION; DEFENSE OF HUMAN AND CIVIL RIGHTS SECURED BY LAW; AND COMBATING COMMUNITY DETERIORATION AND JUVENILE DELINQUENCY. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $10,990 | GrantsAndAllocationsAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $10,990 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| THERON HOGLE | ||
| TRUSTEE | 1.00 | $0 |
| DANIEL P HARRIGAN | ||
| TRUSTEE | 1.00 | $0 |
| DANIEL MCGRAW | ||
| Trustee | 1.00 | $0 |
| DEBORAH SPAULDING | ||
| Trustee | 1.00 | $0 |
| RICHARD ROSS | ||
| Trustee | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Organization Filed990 T | false | OrganizationFiled990TInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Initiation Fees And Cap Contri | $0 | InitiationFeesAndCapContriAmt |
| Gross Receipts For Public Use | $0 | GrossReceiptsForPublicUseAmt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL MCGRAW | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 HANNAY LANE | AddressLine1Txt |
| City | GLENMONT | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12077 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5184310600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Form720 Filed | false | Form720FiledInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Related Org Sect527 Org | false | RelatedOrgSect527OrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,990 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,157 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,932 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,265 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,504 | CurrentTaxYearAmt |
| Total | $125,848 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $3,084 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,806 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,610 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,724 | CurrentTaxYearAmt |
| Total | $90,224 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,990 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,241 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $54,738 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $58,875 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $59,228 | CurrentTaxYearAmt |
| Total | $216,072 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $216,072 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,990 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,241 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $54,738 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $58,875 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $59,228 | CurrentTaxYearAmt |
| Total | $216,072 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 1.00000 | PublicSupportCY509Pct |
| Public Support PY509 | 1.00000 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Golf Outing | Event1Nm |
| Gross Receipts Event1 | $59,177 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $30,453 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $28,724 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $2,424 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $25,620 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $680 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $59,177 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $30,453 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $28,724 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $2,424 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $25,620 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $680 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $28,724 | DirectExpenseSummaryEventsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Other Expenses.1 | FormAndLineReferenceDesc |
| Explanation | CHARITABLE DONATIONS $10990 | ExplanationTxt |