OIKONOMOS FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
OIKONOMOS FOUNDATION INC (EIN 92-1269178)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-21
IRS object ID
202431429349101108
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)
Return2024-05-21T14:48:19-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN921269178EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OIKONOMOS FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlOIKOBusinessNameControlTxt
Phone7722864777PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line118610 LAKESIDE GARDENS DRIVEAddressLine1Txt
CityJUPITERCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33458ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID DREYERPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone7722864777PhoneNum
Signature2024-05-21SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDAVIDPersonFirstNm
Person LastDREYERPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSELF-PREPAREDPreparerPersonNm
SSNXXX-XX-XXXXSSN
Preparation2024-05-21PreparationDt
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$31,599FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Net Gain Sale Ast Rev And Expnss-$13,401NetGainSaleAstRevAndExpnssAmt
Total Rev And Expnss-$13,401TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Other Expenses Rev And Expnss$34OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$34TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,534TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$14,935ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$50,000CashBOYAmt
Cash EOY$3,466CashEOYAmt
Other Investments EOY$31,599OtherInvestmentsEOYAmt
Other Investments EOYFMV$31,599OtherInvestmentsEOYFMVAmt
Total Assets BOY$50,000TotalAssetsBOYAmt
Total Assets EOY$35,065TotalAssetsEOYAmt
Total Assets EOYFMV$31,599TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$50,000NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$35,065NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$50,000TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$35,065TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$50,000TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$35,065TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$50,000TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$14,935ExcessRevenueOverExpensesAmt
Subtotal$35,065SubtotalAmt
Tot Net Ast Or Fund Balances EOY$35,065TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyFROM K1 D'BESTPropertyDesc
How AcquiredPHowAcquiredCd
Cost Or Other Basis$13,401CostOrOtherBasisAmt
Gain Or Loss-$13,401GainOrLossAmt
Gains Minus Excess Or Losses-$13,401GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$13,401CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

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
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
Website AddressN/AWebsiteAddressTxt
Individual With BooksDAVID DREYERIndividualWithBooksNm
Phone7722864777PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1309 SE OSCEOLA STREETAddressLine1Txt
Address Line2STE 350AddressLine2Txt
CitySTUARTCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34994ZIPCd
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
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 (3 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ANN DREYER
309 SE OSCEOLA STREETSTE 350STUARTFL34994DIRECTOR000.00$0$0$0
DANIELLE DREYER
309 SE OSCEOLA STREETSTE 350STUARTFL34994DIRECTOR000.00$0$0$0
DAVID DREYER
309 SE OSCEOLA STREETSTE 350STUARTFL34994DIRECTOR000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$38,076AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$6,780AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$44,856TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$44,856AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$673CashDeemedCharitableAmt
Net Vl Noncharitable Assets$44,183NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,209MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,209MinimumInvestmentReturnAmt
Distributable Before Adj$2,209DistributableBeforeAdjAmt
Distributable Before Ded$2,209DistributableBeforeDedAmt
Distributable As Adjusted$2,209DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,500ExpensesAndContributionsAmt
Qualifying Distributions$1,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,209DistributableAsAdjustedAmt
Undistributed Income PY$1,231UndistributedIncomePYAmt
Qualifying Distributions$1,500QualifyingDistributionsAmt
Applied To Year1$1,231AppliedToYear1Amt
Applied To Current Year$269AppliedToCurrentYearAmt
Undistributed Income CY$1,940UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDAVID DREYERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1CHILD EVANGELISM FELLOWSHIP SW FLBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line125166 MARION AVEAddressLine1Txt
Address Line2UNIT 115AddressLine2Txt
CityPUNTA GORDACityNm
State AbbreviationFLStateAbbreviationCd
ZIP33950ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation Status501(C)(3)RecipientFoundationStatusTxt
Grant Or Contribution PurposeGENERAL PURPOSESGrantOrContributionPurposeTxt
Amt$1,500Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$13,401ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion-$13,401ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$13,401TotalIncomeProducingActyAmt

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

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemD'BEST FUTURES FUNDCategoryOrItemTxt
Book Value$31,599BookValueAmt
EOYFMV$31,599EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
CHECKS$34

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