THREE SIZES FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
THREE SIZES FOUNDATION (EIN 86-1213336)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-02
IRS object ID
202421239349100642
Schema version
2023v5.0
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)
Return2024-05-02T11:41:41-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN861213336EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Three Sizes FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlTHREBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL DANIELSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8008391754PhoneNum
Signature2024-04-29SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMICHAELPersonFirstNm
Person LastDANIELSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,789,824FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$500,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$34,790InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$34,790InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$24,198DividendsRevAndExpnssAmt
Dividends Net Invst Incm$24,198DividendsNetInvstIncmAmt
Gross Sales Price$500,000GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$558,988TotalRevAndExpnssAmt
Total Net Invst Incm$58,988TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$114TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$11,500OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$11,500OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,614TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$11,500TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$103,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$103,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$114,614TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$114,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$444,374ExcessRevenueOverExpensesAmt
Net Investment Income$58,988NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$840,026SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,034,400SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,034,400SavAndTempCashInvstEOYFMVAmt
Corporate Bonds BOY$500,000CorporateBondsBOYAmt
Corporate Bonds EOY$750,000CorporateBondsEOYAmt
Corporate Bonds EOYFMV$755,424CorporateBondsEOYFMVAmt
Total Assets BOY$1,340,026TotalAssetsBOYAmt
Total Assets EOY$1,784,400TotalAssetsEOYAmt
Total Assets EOYFMV$1,789,824TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,340,026RetainedEarningBOYAmt
Retained Earning EOY$1,784,400RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,340,026TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,784,400TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,340,026TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,784,400TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,340,026TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$444,374ExcessRevenueOverExpensesAmt
Subtotal$1,784,400SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,784,400TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$500,000GrossSalesPriceAmt
Cost Or Other Basis$500,000CostOrOtherBasisAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$820InvestmentIncomeExciseTaxAmt
Subtotal$820SubtotalAmt
Tax Based On Investment Income$820TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$100EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$100TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$720TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
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
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
James Daniels
Foundation Source 501 Silverside RdWilmingtonDE198091377Treas1.0$0$0$0
Janet Daniels
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0$0$0
Michael Daniels
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Pres1.0$0$0$0
Margaret Freeman
Foundation Source 501 Silverside RdWilmingtonDE198091377Sec1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$520,486AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$834,377AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,354,863TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,354,863AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$20,323CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,334,540NetVlNoncharitableAssetsAmt
Minimum Investment Return$66,727MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$66,727MinimumInvestmentReturnAmt
Tax Based On Investment Income$820TaxBasedOnInvestmentIncomeAmt
Total Tax$820TotalTaxAmt
Distributable Before Adj$65,907DistributableBeforeAdjAmt
Distributable Before Ded$65,907DistributableBeforeDedAmt
Distributable As Adjusted$65,907DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$114,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$114,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$65,907DistributableAsAdjustedAmt
Prior Year12021PriorYear1Yr
Prior Year22020PriorYear2Yr
Prior Year32019PriorYear3Yr
Excess Distribution Cyov Yr2$18,997ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$18,997TotalExcessDistributionCyovAmt
Qualifying Distributions$114,500QualifyingDistributionsAmt
Applied To Current Year$65,907AppliedToCurrentYearAmt
Remaining Distri From Corpus$48,593RemainingDistriFromCorpusAmt
Total Corpus$67,590TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$67,590ExcessDistriCyovToNextYrAmt
Excess From Year2$18,997ExcessFromYear2Amt
Excess From Current Year$48,593ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJanet DanielsContributingManagerNm
Contributing ManagerMichael DanielsContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN BROWNSTONE INSTITUTE
2028 E BEN WHITE BLVD 240-3088AUSTINTX78741N/APCGeneral & Unrestricted$5,000
CULTIVATING CONNECTIONS MONTANA
175 SKALKAHO HWYHAMILTONMT59840N/APCGeneral & Unrestricted$1,000
DYSLEXIA ROAD INC AN ARIZONA NONPROFIT CORPORATION
4618 E BERNEIL DRPHOENIXAZ85028N/APCGeneral & Unrestricted$50,000
FRESH START WOMENS FOUNDATION
1130 E MCDOWELL RDPHOENIXAZ85006N/APCGeneral & Unrestricted$20,000
GENTRY FOUNDATION
7204 N 16TH STPHOENIXAZ85020N/APCGeneral & Unrestricted$1,500
GIGIS PLAYHOUSE INC
9160 E SHEA BLVD STE 103BSCOTTSDALEAZ85260N/APCGeneral & Unrestricted$5,000
INFORMED CONSENT ACTION NETWORK
2025 GUADALUPE ST STE 260AUSTINTX78705N/APCGeneral & Unrestricted$5,000
ST FRANCIS XAVIER ROMAN CATHOLIC PARISH PHOENIX
4715 N CENTRAL AVEPHOENIXAZ85012N/APCInclusion Program at St. Francis Xavier School$1,000
TELLER REFUGE INC
PO BOX 548CORVALLISMT59828N/APCGeneral & Unrestricted$10,000
UNIVERSITY OF ARIZONA FOUNDATION
1111 N CHERRY AVETUCSONAZ85721N/APCUAF/PANDA fund$4,000
XAVIER COLLEGE PREPARATORY
4710 N 5TH STPHOENIXAZ85012N/APCScholarship fund$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$103,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$34,790ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$24,198ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp
Gain Sales Ast Oth Than InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$58,988ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$58,988TotalIncomeProducingActyAmt

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
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonKS StateBankContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11010 Westloop PlaceAddressLine1Txt
CityManhattanCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66502ZIPCd
FieldValueIRS element (for citing)
Total Contributions$500,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ASSOCIATED BK GB - 5.400% - 06$250,000$250,200
CUSTOMERS BANK PHOENIXVILLE -$250,000$249,838
DISCOVER BK - 5.150% - 11/16/2$50,000$51,017
FLAGSTAR BK - 5.450% - 11/13/2$50,000$50,158
WELLS FARGO BANK - 5.050% - 11$50,000$52,028
WELLS FARGO BANK - 5.050% - 11$50,000$51,563
WELLS FARGO BANK - 5.300% - 11$50,000$50,620

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$11,475$11,475
State or Local Filing Fees$25$25

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2023$100
990-PF Excise Tax for 2022$14

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