DEAKINS FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
DEAKINS FAMILY CHARITABLE FOUNDATION (EIN 22-3771987)
Tax period
2022-11-01 to 2023-10-31
Filed
2024-03-11
IRS object ID
202410719349100851
Schema version
2022v5.0
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

FieldValueIRS element (for citing)
Return2024-03-11T01:44:58-00:00ReturnTs
Tax Period End2023-10-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN472629406PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RAPHAEL GROSSMAN CPA LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11189 EAST 9TH STAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11230ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-11-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223771987EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DEAKINS FAMILY CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDEAKBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1144 WASHINGTON AVENUEAddressLine1Txt
CityDOBBS FERRYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10522ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM DEAKINSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Signature2024-03-11SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstWILLIAMPersonFirstNm
Person LastDEAKINSPersonLastNm

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRAPHAEL Z GROSSMANPreparerPersonNm
PTINP01436134PTIN
Phone7187589424PhoneNum
Preparation2024-03-11PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$664,605FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$32,024ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$11,154InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$11,154InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$117InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$4,684DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,684DividendsNetInvstIncmAmt
Dividends Adj Net Incm$4,684DividendsAdjNetIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$47,862TotalRevAndExpnssAmt
Total Net Invst Incm$15,838TotalNetInvstIncmAmt
Total Adj Net Incm$4,801TotalAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$0TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$33,166ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$33,166ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$33,166TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$33,166TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$14,696ExcessRevenueOverExpensesAmt
Net Investment Income$15,838NetInvestmentIncomeAmt
Adjusted Net Income$4,801AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$741,131CashBOYAmt
Sav And Temp Cash Invst EOY$880,343SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$664,605SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$124,516CorporateStockBOYAmt
Total Assets BOY$865,647TotalAssetsBOYAmt
Total Assets EOY$880,343TotalAssetsEOYAmt
Total Assets EOYFMV$664,605TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Capital Stock BOY$865,647CapitalStockBOYAmt
Capital Stock EOY$664,605CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$865,647TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$664,605TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$865,647TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$664,605TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$865,647TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$14,696ExcessRevenueOverExpensesAmt
Subtotal$880,343SubtotalAmt
Other Decreases$215,738OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$664,605TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$220InvestmentIncomeExciseTaxAmt
Subtotal$220SubtotalAmt
Tax Based On Investment Income$220TaxBasedOnInvestmentIncomeAmt
Tax Due$220TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Comply With Public Insp RqrfalseComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksWILLIAM DEAKINSIndividualWithBooksNm
Phone2124221626PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1144 WASHINGTON AVENUEAddressLine1Txt
CityDOBBS FERRYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10522ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonWILLIAM DEAKINSPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1144 WASHINGTON AVENUEAddressLine1Txt
CityDOBBS FERRYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10522ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos002.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1AID TO THE EDUCATION AND EDUCATION TO THE NEEDYDescription1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$789,000AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$789,000TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$789,000AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,835CashDeemedCharitableAmt
Net Vl Noncharitable Assets$777,165NetVlNoncharitableAssetsAmt
Minimum Investment Return$38,858MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$38,858MinimumInvestmentReturnAmt
Tax Based On Investment Income$220TaxBasedOnInvestmentIncomeAmt
Total Tax$220TotalTaxAmt
Distributable Before Adj$38,638DistributableBeforeAdjAmt
Distributable Before Ded$38,638DistributableBeforeDedAmt
Distributable As Adjusted$38,638DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$33,166ExpensesAndContributionsAmt
Qualifying Distributions$33,166QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$38,638DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$7,897ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$46,511ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$54,408TotalExcessDistributionCyovAmt
Qualifying Distributions$33,166QualifyingDistributionsAmt
Applied To Current Year$33,166AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$5,472ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$5,472ExcessDistributionCyovAppCYAmt
Total Corpus$48,936TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$48,936ExcessDistriCyovToNextYrAmt
Excess From Year3$2,425ExcessFromYear3Amt
Excess From Year1$46,511ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonWILLIAM DEAKINSRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1144 WASHINGTON AVENUEAddressLine1Txt
CityDOBBS FERRYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10522ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2124221626RecipientPhoneNum
Form And Info And MaterialsLETTERS OF RECOMMENDATIONS AND DESCRIPTIONS OF ACTIVITIESFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
VERMONT ALPINE RACING ASSOCIATION I
39 Central StWoodstockVT05091CREATING EDUCATIONAL PROGRAMS$950
STATTON MOUNTAIN SCHOOL
7 World Cup CirStratton MountainVT05155SUPPORT CURRICULUM DEVELOPMENT$4,000
WESTCHESTER GOLF CADDIE SCHOLARSHIP
49 Knollwood RoadElmsfordNY10523FOSTER CORE VALUES OF PERSONAL RESPONSIBILITY$1,002
Mt Mansfield Academy
65 Academy WySTOWEVT05672TO PROVIDE SUPPORT TO ACHEIVE POTENTIAL$6,775
Vermont Academy at Mount Snow
248 Route 100 PO BOX 616West DoverVT05356FOSTER AN ENVIRONMENT TO DEVELOP A JOY FOR LEARNING$11,800
OTHER IRS APPOROVED CHARITIES
144 WASHINGTON AVENUEDOBBS FERRYNY10522CHARITIES TO NEEDY$8,639
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$33,166TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$15,838UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$15,838UnrelatedBusinessTaxblIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$15,838TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1LineNumberTxt
Relationship StatementADDITIONAL INCOME SET ASIDE FOR CHARITABLE PURPOSESRelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonBILL DEAKINSContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line116 ATILDA AVENUEAddressLine1Txt
CityDOBBS FERRYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10522ZIPCd
FieldValueIRS element (for citing)
Total Contributions$0TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
Descdecrease in stock value and trading costsDesc
Amt$215,738Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Taxes Schedule TaxesSchedule

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.