BLUE HILLS EDUCATIONAL FUND: Form 990EZ, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BLUE HILLS EDUCATIONAL FUND (EIN 77-0496116)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-07
- IRS object ID
- 202411289349202916
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-07T14:56:17-07:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Meenakshi B Kandukuri CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10080 N Wolfe Road SW3-200 | AddressLine1Txt |
| City | Cupertino | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95014 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770496116 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE HILLS EDUCATIONAL FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BLUE | BusinessNameControlTxt |
| Phone | 4087415752 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12300 DE SANKA AVENUE | AddressLine1Txt |
| City | SARATOGA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95070 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kevin Eng | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2024-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Kevin | PersonFirstNm |
| Person Last | Eng | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Meenakshi BKandukuriCPA | PreparerPersonNm |
| PTIN | P00545213 | PTIN |
| Phone | 4084215144 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | 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 | WWW.FACEBOOK.COM/BLUEHILLSEDUCATIONALFUND | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $119,833 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $110,252 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $11,926 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | -$12,471 | GainOrLossFromSaleOfAssetsAmt |
| Fundraising Gross Income | $10,126 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $1,067 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $9,059 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $118,766 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $70,199 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $600 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $298 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $25,034 | OtherExpensesTotalAmt |
| Total Expenses | $96,131 | TotalExpensesAmt |
| Excess Or Deficit For Year | $22,635 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $418,426 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $52,463 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $493,524 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $177,964 | BOYAmt |
| EOY | $201,144 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $240,462 | BOYAmt |
| EOY | $292,380 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $418,426 | BOYAmt |
| EOY | $493,524 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $418,426 | BOYAmt |
| EOY | $493,524 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | BHEF IS A PARENT-RUN VOLUNTEER ORGANIZATION, DEDICATED TO RAISING MONEY TO FUND INSTRUCTIONAL AIDES, MUSIC PROGRAMS, SCIENCE ENRICHMENT PROGRAMS,COMPUTER LABS, LIBRARY AIDES, AND OTHER PROGRAMS TO SUPPLEMENT STUDENT'S EDUCATIONAL EXPERIENCES AT BLUE HILLS ELEMENTARY SCHOOL. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|
| PROVIDED STAFF SALARIES TO INSTRUCTIONAL AIDES, TUTORS ETC. | $70,199 |
| PROVIDED FUNDS TO THE SCHOOL FOR TEACHERS' PROFESSIONAL DEVELOPMENT. | $2,500 |
| PROVIDED FUNDS TO THE SCHOOL FOR VARIOUS ONGOING PROGRAMS - SUCH AS IMAGINEERZ, LEGARZA, SOUL SHOPPE, STEAM EVENTS, VIRTUAL FIELD TRIPS, AND OTHER AFTER SCHOOL PROGRAMS. | $21,391 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $94,090 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (10 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| HAYDEE WONG | ||
| President | 5.00 | $0 |
| TIM JIN | ||
| Treasurer | 5.00 | $0 |
| Anuradha Sreenivasan | ||
| Secretary | 3.00 | $0 |
| Vibha Sharma | ||
| Parliamentarian | 2.00 | $0 |
| Ann Mitchell | ||
| Board member | 2.00 | $0 |
| Jenna Waldman | ||
| Board Member | 2.00 | $0 |
| JAMIE CHAN | ||
| Board Member | 3.00 | $0 |
| HYUN DASDAN | ||
| Board Member | 2.00 | $0 |
| Afraa Mubarak | ||
| Board Member | 2.00 | $0 |
| Mrs Stanridge | ||
| Board Member | 2.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kevin Eng | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12300 DE SANKA AVENUE | AddressLine1Txt |
| City | SARATOGA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95070 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4087415752 | 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 |
| 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 |
| 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 | $151,589 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $155,672 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $78,273 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $86,797 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $110,252 | CurrentTaxYearAmt |
| Total | $582,583 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | 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 | $151,589 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $155,672 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $78,273 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $86,797 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $110,252 | CurrentTaxYearAmt |
| Total | $582,583 | 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 | $582,583 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,208 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,126 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,351 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,579 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,926 | CurrentTaxYearAmt |
| Total | $56,190 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,208 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,126 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,351 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,579 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,926 | CurrentTaxYearAmt |
| Total | $56,190 | 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 | $158,797 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $164,798 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $87,624 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $105,376 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $122,178 | CurrentTaxYearAmt |
| Total | $638,773 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.91200 | PublicSupportCY509Pct |
| Public Support PY509 | 0.91640 | PublicSupportPY509Pct |
| Investment Income CY | 0.08800 | InvestmentIncomeCYPct |
| Investment Income PY | 0.08360 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Grants and Similar Amounts Paid In Excess of $5,000.1 | Class of Activity: SCHOOL SUPPORT | Donee's Name: CUPERTINO UNION SCHOOL DISTRICT | Donee's Address: 10301 VISTA DRIVE CUPERTINO CA 95014 | Relationship of Donee: LOCAL PUBLIC SCHOOL DIST | Cash Amount Given: $70199 | Description of Property: STAFF SALARIES |
| Other Expenses.1012 | Insurance $255 |
| Other Expenses.1 | ONGOING PROGRAMS $21391 |
| Other Expenses.2 | TEACHER PROFESSIONAL DEVELOP $2500 |
| Other Expenses.3 | Benevity Fees $422 |
| Other Expenses.4 | ADMINISTRATIVE EXPENSES $379 |
| Other Expenses.6 | FILING FEES $75 |
| Other Expenses.7 | Paypal fees $12 |
| Other Assets.1 | SCHWAB PORTFOLIO - Beginning $240462 SCHWAB PORTFOLIO - Ending $292380 |
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