CHARLEIGH CHARITABLE TRUST: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
CHARLEIGH CHARITABLE TRUST (EIN 46-3376803)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-05-15
IRS object ID
202441369349102724
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)
Return2024-05-15T09:04:14-07:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN135553617PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Loewenwarter & Co LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1200 Old Country Road Suite 274AddressLine1Txt
CityMineolaCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11501ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN463376803EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Charleigh Charitable TrustBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCHARBusinessNameControlTxt
Phone5167399777PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 OLD COUNTRY RD 274AddressLine1Txt
CityMINEOLACityNm
State AbbreviationNYStateAbbreviationCd
ZIP11501ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCharles MerinoffPersonNm
Person TitleTrusteePersonTitleTxt
Signature2024-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCharlesPersonFirstNm
Person LastMerinoffPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWilliam KolbertPreparerPersonNm
PTINP01021918PTIN
Phone5167399777PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
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$0FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,474,605ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$13InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$13InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$13InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$2,673DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,673DividendsNetInvstIncmAmt
Dividends Adj Net Incm$2,673DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$326,688NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$980,519GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$326,688CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$33,288OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$1,837,267TotalRevAndExpnssAmt
Total Net Invst Incm$329,374TotalNetInvstIncmAmt
Total Adj Net Incm$2,686TotalAdjNetIncmAmt
Oth Empl Slrs Wgs Rev And Expnss$334,609OthEmplSlrsWgsRevAndExpnssAmt
Accounting Fees Rev And Expnss$3,077AccountingFeesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$1,665DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$454,667OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,111OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$446,149OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$794,018TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,111TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$446,149TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$753,772ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$753,772ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,547,790TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,111TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,199,921TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$289,477ExcessRevenueOverExpensesAmt
Net Investment Income$328,263NetInvestmentIncomeAmt
Adjusted Net Income$2,686AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$214,339CashBOYAmt
Cash EOY$288,608CashEOYAmt
Other Investments BOY$497,927OtherInvestmentsBOYAmt
Other Investments EOY$374,761OtherInvestmentsEOYAmt
Land Bldg Equip Cost Or Other Bss$50,000LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,665LandBldgEquipAccumDeprecAmt
Land EOY$48,335LandEOYAmt
Other Assets BOY$1,218OtherAssetsBOYAmt
Other Assets EOY$1,583OtherAssetsEOYAmt
Total Assets BOY$713,484TotalAssetsBOYAmt
Total Assets EOY$713,287TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Other Liabilities BOY$1,555OtherLiabilitiesBOYAmt
Total Liabilities BOY$1,555TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$711,929NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$713,287NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$711,929TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$713,287TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$713,484TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$713,287TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$711,929TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$289,477ExcessRevenueOverExpensesAmt
Subtotal$1,001,406SubtotalAmt
Other Decreases$288,119OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$713,287TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
VARIOUS Charles Schwab - 4197 - ST-CoveredP2022-07-012023-06-30$28,583$28,919-$336-$336
VARIOUS Charles Schwab - 4197 - LT - CoveredP2001-01-012023-06-30$951,936$624,912$327,024$327,024
FieldValueIRS element (for citing)
Capital Gain Net Income$326,688CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$336NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,563InvestmentIncomeExciseTaxAmt
Subtotal$4,563SubtotalAmt
Tax Based On Investment Income$4,563TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,603EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$5,603TotalPaymentsAndCreditsAmt
Overpayment$1,040OverpaymentAmt
Applied To ES Tax$1,040AppliedToESTaxAmt

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 SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateVTOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ERNEST D LOEWENWARTER & COBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5167399777PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1200 OLD COUNTRY ROAD SUITE 274AddressLine1Txt
CityMINEOLACityNm
State AbbreviationNYStateAbbreviationCd
ZIP11501ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
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

FieldValueIRS element (for citing)
PersonCHARLES MERINOFFPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 OLD COUNTRY ROAD STE 274AddressLine1Txt
CityMINEOLACityNm
State AbbreviationNYStateAbbreviationCd
ZIP11501ZIPCd
FieldValueIRS element (for citing)
TitleCOOTitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$4,563TaxBasedOnInvestmentIncomeAmt
Total Tax$4,563TotalTaxAmt
Distributable Before Adj$4,563DistributableBeforeAdjAmt
Distributable Before Ded$4,563DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,199,921ExpensesAndContributionsAmt
Qualifying Distributions$1,199,921QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$245,116ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$330,367ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,154,135ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,258,664ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,988,282TotalExcessDistributionCyovAmt
Qualifying Distributions$1,199,921QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$1,199,921RemainingDistriFromCorpusAmt
Total Corpus$4,188,203TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$4,188,203ExcessDistriCyovToNextYrAmt
Excess From Year4$245,116ExcessFromYear4Amt
Excess From Year3$330,367ExcessFromYear3Amt
Excess From Year2$1,154,135ExcessFromYear2Amt
Excess From Year1$1,258,664ExcessFromYear1Amt
Excess From Current Year$1,199,921ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCHARLES MERINOFFContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (64 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
PECONIC LAND TRUST
296 HAMPTON ROAD PO BOX 1776SOUTHAMPTONNY11969NONENCEDUCATION IN FARMING METHODS.ENVIROMENT$1,000
WILLISTEAD MANOR INC
NONETO MAINTAIN THE WILLISTEAD MANOR$25,0001899 NIAGARA STREETWINDSORONTARIOCAN8H1K3
VERMONT AGENCY OF AGRICULTURE
116 STATE STREETMONTPELIERVT05620NONENCIMPLEMENTATION OF FARM TO SCHOOLPROGRAMS AT VERMONT SCHOOLS$20,000
HOLISTIC MANAGEMENT INTERNATIONAL
5941 JEFFERSON STREET NE SUITE BALBUQUERQUENM87109NONENCEDUCATION OF LAND USE FOR FARMING$5,000
WEST RIVER COMMUNITY PROJECT
6573 VT 30WEST TOWNSHENDVT05359NONENCSUPPORT LOCAL AGRICULTURAL ECONOMIC AND SOCIAL ACTIVITIES$120,000
RURAL VERMONT
46 E STATE STREETMONTPELIERVT05602NONENCEDUCATION FOR AGRICULTURE$3,000
STERLING COLLEGE
16 STERLING dRIVECRAFTSBURY COMMONVT05827NONENCCHARITABLE$20,000
STROLLING OF THE HEIFERS
157 MAIN STREETBRATTLEBOROVT05301NONE501 (C) 3CHARITABLE$10,000
AMERICAN CHESTNUT FOUNDATION
50 NORTH MERRIMON AVENUEASHVILLENC28804NONESUPPORT LOCAL AGRICULTURAL ECONOMIC AND SOCIAL ACTIVITIES$40
BOY SCOUTS OF AMERICA
475 RIVERSIDE DRIVENEW YORKNY10115NONEThe Boy Scouts of America (BSA) provides the nations foremost youth program of character development and values-based leadership training, which helps young people be Prepared. For Life.$5,000
BRIDGES OUTREACH INC
PO BOX 1444SUMMITNJ07902NONEREACHES OUT TO HOMELESS IN NYC$100
CHESTER AGRICULTURE CENTER
50 OGDEN DRIVEMOUNTAINVILLENY10953NONESUPPORT LOCAL AGRICULTURAL ECONOMIC AND SOCIAL ACTIVITIES$10,000
CHILDREN'S HEALTH DEFENSE
1227 N PEACHTREE PARKWAYPEACHTREE CITYGA30269NONEIts mission is to end childhood health epidemics by working aggressively to eliminate harmful exposures, hold those responsible accountable, and to establish safeguards to prevent future harm.$132,000
EAST HAMPTON FIRE DEPARTMENT
1 CEDAR STREETEAST HAMPTONNY11954NONEPUBLIC SAFTEY$250
EAST HAMPTON POLICE BENEVOLENT
PO BOX 1035EAST HAMPTONNY11937NONEPUBLIC SAFTEY$250
WESTON A PRICE FOUNDATION
4200 WISCONSIN AVENUEWASHINGTONDC20016NONEThe Foundation is dedicated to restoring nutrient-dense foods to the human diet through education, research and activism.$20,000
HAWORTH AMBULANCE
PO BOX 263HAWORTHNJ07641NONEPUBLIC SAFTEY$100
HAWORTH DRUG ALLIANCE
300 HAWORTH AVENUEHAWORTHNJ07641NONEPUBLIC SAFTEY$100
HAWORTH FIRE CO
7 HARDENBURGH AVENUEHAWORTHNJ07641NONEPUBLIC SAFTEY$100
HAWORTH POLICE AUXILIARY
PO BOX 6HAWORTHNJ07641NONEPUBLIC SAFTEY$100
JOSEPHINE PORTER INSTITUTE
652 THOMPSON RDFLOYDVA24091NONEthrough biodynamic preparations, education and research, and to build a dynamic integrated network so our legacy is accessible to all future generations.$500
NOFA VT
PO BOX 697RICHMONDVT05477NONEbuild an economically viable, ecologically sound and socially just Vermont agricultural system that benefits all living things.$50,000
REAL ORGANIC PROJECT
82 WILSON RDEAST THETFORDVT05043NONETO SUPPORT ORGANIC FARMING$35,000
THE CENTER FOR CARTOON STUDIES
94 S MAIN STWHITE RIVER JUNCTIONVT05001NONEsequential art, specifically comics and graphic novels Located in the village of White River Junction, in the town of Hartford$100
THE TOWNSHEND COMMUNITY FOOD SHELF
46 COMMON RDTOWNSHENDVT05353NONEvolunteer run community food shelf offering supplemental food assistance to all people in need.$100
THE TOWNSEND HISTORICAL SOCIETY
72 MAIN STTOWNSENDMA01469NONEseeks to foster a deep discussion about our local history.$100
TOWNSHEND VOLUNTEER FIRE DEPARTMENT
TOWNSHENDTOWNSHENDVT05353NONEPUBLIC SAFETY$100
UNIVERSITY OF DENVER
2199 S UNIVERSITY BLVDDENVERCO80208NONEprivate institution built on exploration through research and collaboration among educators and students, as well as local and global communities.$10,000
VERMONT HISTORICAL SOCIETY
60 WASHINGTON STBARREVT05641NONEpreserve and record the cultural history of the US state of Vermont.$100
VERMONT INDEPENDANT MEDIA
PO BOX 1212BRATTLEBOROVT05302NONESUPPORT LOCAL NEWS$100
WINDHAM VOLUNTEER FIRE COMPANY
290 WHITE RDWINDHAMVT05143NONEPUBLIC SAFETY$250
WWOOF-USA
CALIFORNIACALIFORNIACA90000NONEORGANIC FARMING$100
VT DIGGER
26 State Street Suite 8MontpelierVT05602NONECOMMUNITY OUTREACH$100
CAMPHILL VILLAGE
84 Camp Hill RdCopakeNY12516NONEdevelopmental disabilities and service volunteers$500
HEALTH FREEDOM DEFENSE FUND
220 East Ave Ste 169KetchumID83340NONEbodily autonomy$10,000
HURU INTERNATIONAL
15 W 26th StNEW YORKNY10010NONEfighting period poverty and empowering girls in East Africa$7,500
LILI KOLISKO INSITITUTE
1005 Richards Rd dHartlandWI53029NONEanthroposophically oriented medical research, education and community activities.$250
LONDONDERRY VOLUNTEER RESCUE SQUAD
6068 Vermont Rte 100LondonderryVT05148NONEparamedic level ambulance and rescue service$100
NICHOLAS PEDONE FOUNDATION
PO BOX 330GLEN COVENY11542NONEkids fighting cancer & encourage them to always Fight Hard Smile Big with hope, love, and endurance!$10,000
NOFA MASSACHUSETTS
PO Box 60043FlorenceMA01062NONEpromotes organic agriculture to expand the production and availability of nutritious food from living soil for the health of individuals, communities and the planet.$10,000
THURGOOD MARSHALL COLLEGE FUND
901 F St NW STE 700WashingtonDC20004NONEsupports and represents nearly 300,000 students$50,000
VERMONT LAND TRUST
8 Bailey AveMontpelierVT05602NONEprotect farms, forests, and community places.$100
AMERICAN CANCER SOCIETY
270 Peachtree St NW Suite 1300AtlantaGA30303NONEThe mission of the American Cancer Society is to improve the lives of people with cancer and their families through advocacy, research, and patient support, to ensure everyone has an opportunity to prevent, detect, treat, and survive cancer.$10,000
AMERICAN DIABETES ASSOCIATION
2451 Crystal Drive Suite 900ArlingtonVA22202NONETo prevent and cure diabetes and to improve the lives of all people affected by diabetes.We lead the fight against the deadly consequences of diabetes and fight for those affected by diabetes.We fund research to prevent, cure and manage diabetes.We deliver services to hundreds of communities.We provide objective and credible information.We give voice to those denied their rights because of diabetes.$2,000
ANTHROPOSOPHICAL SOCIETY IN AMERICA
1923 Geddes AvenueAnn ArborMI48104NONEThe Anthroposophical Society in America (ASA) supports and furthers the work of Rudolf Steiner in the United States. We are an open membership organization that fosters self-development and inspired social engagement.Anthroposophy is a discipline of research as well as a path of knowledge, service, personal growth, and social engagement. Introduced and developed by Rudolf Steiner, it is concerned with all aspects of human life and spirit, and with humanitys future evolution and well-being.$630
COMMON ROOTS
58 Saratoga AveSouth Glens FallsNY12803NONEWhen Bert and Christian began envisioning a community brewery, they established some core values: healthy living, environmental sustainability, social responsibility, and inclusiveness. The Common Roots Brewing Company was founded on that ethos, and along with great beer, it was the reason the company thrived locally in South Glens Falls, as well as amongst the craft beer community at large. While a formalized nonprofit was always part of Common Roots master plan, it really came to life after the fire. The Webers vowed to repay the community, and in 2020 they founded the Common Roots Foundation, with a mission to assist the community in times of need, support community wellness, and promote environmental stewardship.$20,000
ETHAN ALLEN INSTITUTE
PO Box 9496S BurlingtonVT05407NONEOur mission is to influence public policy in Vermont by helping its people to better understand and put into practice the fundamentals of a free society: individual liberty, private property, competitive free enterprise, limited and frugal government, strong local communities, personal responsibility, and expanded opportunity for human endeavor.$5,000
FEDERAL LAW ENFORCEMENT FOUNDATION
800 3rd Avenue 5th FloorNew YorkNY10022NONEThe Foundation was originally formed to support the Federal Bureau of Investigation by providing financial support to the families of FBI agents killed in action. The Foundation now provides financial assistance to all federal and local law enforcement agencies. Economic assistance is also provided to those suffering from a serious illness or recovering from a natural disaster such as fire, hurricane or earthquake.$20,000
FOOD CONNECTS
22 BROWNE COURTBRATTLEBOROVT05301NONEWe believe that transforming the food system requires the direct engagement and empowerment of all of us. We work to be a leader in strengthening the movement for community-based food systems throughout New England, building healthy families, thriving farms, and connected communities as we progress.$25,000
FOOD FREEDOM FOUNDATION
705 Fairview Forest DriveFairviewNC28730NONEFood Freedom Foundation is committed to building an inclusive food system that is fair to farmers and consumers.$10,000
FOUNDATION FOR APPALACHIAN KENTUCKY
420 Main StreetHazardKY41701NONEWe bring together people, ideas, and resources to build communities and encourage philanthropy. Our approach is to meet communities where they are instead of telling them where they should be. Because, at the end of the day, we believe that investing in the people rooted in communities is the way to make them better.$1,000
FRIENDS OF WINDHAM SCHOOLHOUSE
1001 West Windham RdWindhamVT05359NONEThe Friends of the Windham Schoolhouses (FWS) mission is to make every childs potential a real$10,002
GRACE COTTAGE FOUNDATION
PO Box 1TownshendVT05353NONETo serve the healthcare needs of our community; to promote wellness, relieve suffering, and restore health.$10,000
GREEN MOUNTAIN COMMUNITY SCHOOL
1 Brennan CirclePoultneyVT05764NONEBeyond delivering knowledge and adhering to core standards to solely strive for academic achievement, our teachers work hard at the hard work of instilling character traits that will help our students live to their fullest in a complex and unpredictable world. Building character and a grounded sense of self and self-esteem takes time. It needs to start early and it can, and should, certainly happen in the crucible of a school where our children spend most of their day. At GMCS, we understand that in a childs formative years, we must build a strong foundation for moral conscience, for self-discovery, and for curiosity.$5,000
METRO SOLUTIONS FBO DLIVE
1420 Chestnut StreetPortsmouthVA23704NONEEnvironmental Health and Safety offers comprehensive, nationwide, hands-on, Safety Training programs for companies, service providers and their employees. Monitored testing takes place in English and Spanish, in-person, virtually and during the weekday or weekends, to allow for a service package that delivers the best service experience. Occupational Health services include Respiratory Fit testing, MEQs, PFTs, Drug Screens, Vision, and Audiograms in conveniently located facilities to cater to specific needs in metropolitan areas.$10,000
MOUNT VERNON LADIES ASS OF THE UNIO
3200 Mount Vernon Memorial HighwayMount VernonVA22121NONEThe mission of the Mount Vernon Ladies Association is to preserve, restore, and manage the estate of George Washington to the highest standards and to educate visitors and people throughout the world about the life and legacies of George Washington, so that his example of character and leadership will continue to inform and inspire future generations.$10,000
NATIONAL MULTIPLE SCLEROSIS SOCIETY
465 Waverley Oaks Road Suite 202WalthamMA02452NONEThe Greater New England Chapter helps people in Maine, Massachusetts, New Hampshire and Vermont get the information, connections and support they need to move their lives forward and find their place in the multiple sclerosis movement. Our events bring people affected by MS together to celebrate achievements and raise funds to move us closer to our vision a world free of MS.$12,000
SOJOURNS COMMUNITY HEALTH CLINIC
4923 US-5WestminsterVT05158NONEOur commitment to health access, regardless of socioeconomic status, is why we take time to listen to patients and collaborate across disciplines (primary care, naturopathic care, physical therapy, chiropractic, and acupuncture); educate colleagues and patients in complementary approaches to wellness; and reach a broader array of patients by working with insurance companies.$10,000
THE BERRY CENTER
111 S Main St PO Box 582New CastleKY40050NONETHE BERRY CENTER IS PUTTINGWENDELL BERRYS WRITINGS TO WORK BY ADVOCATING FOR SMALL FARMERS,LAND-CONSERVING COMMUNITIES, AND HEALTHY REGIONAL ECONOMIES.$10,000
THE PANDA FOUNDATION
3302 69th Street WestBradentonFL34209NONEFirst, to help children by intervening in their lives and facilitating theirsuccessful futures, using tennis as the hook. Literacy, reading, proper nutrition and education are our missions primary focal points, but we address needs of the entire family to ensure success. Second, to provide the training and resources to help those youngsters that aspire to professional tennis careers.$5,000
THE SYLVIA CENTER
745 Fischer RdKinderhookNY12106NONEThe Sylvia Center was founded in 2007 at Katchkie Farm in Kinderhook, NY to address the growing tide of childhood diet-related disease in our communities. It began with a garden-to-table program where children explored a diverse, colorful vegetable garden and cooked lunch using the food they harvested.$6,000
TOMMYFEST
PO Box 129JamaicaVT05343NONEAt TommyFest, our mission is to break down barriers to music education by providing free musical instruments to enthusiastic learners. We believe that everyone should have the opportunity to explore their musical talents, regardless of their financial circumstances. Through our programs and initiatives, we aim to inspire and empower individuals to pursue their passion for music.$5,000
VERMONT ACADEMY
10 Long Walk PO Box 500Saxtons RiverVT05154NONEStudents thrive in opportunities that enable them to express the complexity and sophistication of their inner selves and inner lives. Our students understand what it means to go beyond Gladwell's theory, because practice skills must be accompanied by cultivated flexibility and scrappy problem-solving in the moment. Vermont Academy is a community of scholars and athletes, scientists and writers, artists and engineers who show us every day that cultivating passions and interests is just as important as self-awareness about how we learn and work.$10,000
VERMONT SHERIFFS ASSOCIATION
PO Box 4466BenningtonVT05201NONEAs a citizen, you can depend on your Sheriff's Department to help make a community that's safe and trouble free. But to be truly effective, a Sheriff's Department depends on your cooperation and involvement. Crime and accidents result in the great costs of lives, money, and pain. The Sheriff's Department is working hard to protect you from these dangers. Sheriff's Departments around the State are actively involved in Neighborhood Watch, D.A.R.E., Elderly Assistance and a host of other crime prevention projects.$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$753,772TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Revenue Dtl ProgramServiceRevenueDtl

FieldValueIRS element (for citing)
DescAGROLIVING PROGRAM INCOMEDesc
Related Or Exempt Function Incm$33,288RelatedOrExemptFunctionIncmAmt

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$13RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,673RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$326,688RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$362,662RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$362,662TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1aLineNumberTxt
Relationship StatementTeaching students & providing classes to educate them on biodiversity and homesteading.RelationshipStatementTxt

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 PersonCHARLES MERINOFFContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1200 OLD COUNTRY RD SUITE 274AddressLine1Txt
CityMINEOLACityNm
State AbbreviationNYStateAbbreviationCd
ZIP11501ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,471,690TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyPublicly Traded SecuritiesNoncashPropertyDesc
Fair Market Value$611,690FairMarketValueAmt
Received2023-06-08ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccountin feesCategoryTxt
Amt$3,077Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

FieldValueIRS element (for citing)
PropertyLeasehold ImporvementsPropertyDesc
Acquired2023-01-01AcquiredDt
Cost Or Other Basis$50,000CostOrOtherBasisAmt
Computation MethodSLComputationMethodTxt
Rt0.0333Rt
Current Year Expense$1,665CurrentYearExpenseAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemImprovementsCategoryOrItemTxt
Cost Or Other Basis$50,000CostOrOtherBasisAmt
Accumulated Depreciation$1,665AccumulatedDepreciationAmt
Book Value$48,335BookValueAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescMSOA FAMILY OFFICE LLCDesc
BOY Book Value$1,218BOYBookValueAmt
EOY Book Value$1,583EOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (40 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
ALARM EXPENSE$239$239
ANIMAL SUPPLIES$1,522$1,522
ANIMALS$5,979$5,979
ANNUAL REPORT$35$35
BANK SERVICE CHARGES$275$275
BEE SUPPLIES$7,867$7,867
BLACKSMITH SHOP$1,218$1,218
BROKER FEE$1,111$1,111
BUTCHER SHOP$664$664
CERAMIC SHOP$3,004$3,004
CHIMNEY MAINTENCE$796$796
CLEANING SERVICES$24,336$24,336
COMPUTER & INTERNET EXPENSES$5,800$5,800
DAIRY SUPPLIES$143$143
EDUCATIONAL RESEARCH$15,338$15,338
EMPLOYER PAYROLL TAXES$32,668$32,668
FARM GROCERIES$25,990$25,990
FARM SUPPLIES$37,513$37,513
FARM VEHICLE EXPENSES$11,342$11,342
FERTILIZERS AND SOIL$30$30
FIREWOOD$250$250
GARBAGE REMOVAL$2,933$2,933
GASOLINE$3,228$3,228
GRAPHIC DESIGN$4,250$4,250
GRAPHIC DESIGN BADGES$19,097$19,097
HAY$18,342$18,342
INSURANCE$41,926$38,202
MISCELLANEOUS EXP$1,673$1,673
OFFICE EXPENSES$8,417$8,417
PAYROLL SERVICE FEES$12,509$12,509
PROPERTY TAXES$12,357$12,357
REPAIR AND MAINTENANCE$93,684$93,684
SALES TAX$554$554
SEEDS AND PLANTS$2,624$2,624
SUBSCRIPTIONS$95$95
TOOLS AND EQUIPMENT$7,021$3,338
UTILITIES$44,553$44,553
veternarian$1,732$1,732
YOUNG FARMER CAMP PROGRAM$2,329$2,329
YOUNG FARMER PROGRAM$1,223$1,223

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescAGROLIVING PROGRAM INCOMEDesc
Revenue And Expenses Per Books$33,288RevenueAndExpensesPerBooksAmt

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