ROBERTS FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ROBERTS FOUNDATION INC (EIN 23-7416892)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-04
- IRS object ID
- 202221249349101992
- Schema version
- 2021v4.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-04T14:02:20-07:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 814387730 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Giovanniello Co | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 Merrick Road Suite 206 West | AddressLine1Txt |
| City | Rockville Centre | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11570 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237416892 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Roberts Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 5168878414 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 68-64 Yellowstone Blvd Apt B 32 | AddressLine1Txt |
| City | Forest Hills | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11375 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Arlene Roberts | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Signature | 2022-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Arlene | PersonFirstNm |
| Person Last | Roberts | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Raymond Giovanniello | PreparerPersonNm |
| PTIN | P00099429 | PTIN |
| Phone | 5168878414 | 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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,316 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $8,970 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,970 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $8,970 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $40,287 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $46,815 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $40,287 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$2,097 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $47,161 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $49,258 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $8,971 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,935 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,390 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,537 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $15,862 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $34,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $34,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $49,862 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $34,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,701 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $49,258 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8,971 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,477 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,400 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,400 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $2,916 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $2,916 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $2,916 | RcvblFromOfficersEOYFMVAmt |
| Corporate Stock BOY | $157,594 | CorporateStockBOYAmt |
| Corporate Stock EOY | $148,971 | CorporateStockEOYAmt |
| Other Assets BOY | $1 | OtherAssetsBOYAmt |
| Total Assets BOY | $162,988 | TotalAssetsBOYAmt |
| Total Assets EOY | $160,287 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,316 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $162,988 | CapitalStockBOYAmt |
| Capital Stock EOY | $160,287 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $162,988 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $160,287 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $162,988 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $160,287 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $162,988 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,701 | ExcessRevenueOverExpensesAmt |
| Subtotal | $160,287 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $160,287 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| .500 GENERAL ELECTRIC CO | P | 2016-01-04 | 2021-07-30 | $52 | $125 | -$73 | -$73 |
| 100 THE TECH SEL SEC SPDR FD | P | 2017-05-08 | 2021-02-23 | $12,687 | $5,663 | $7,024 | $7,024 |
| 250 APPLE INC | P | 2006-10-31 | 2021-11-08 | $34,076 | $740 | $33,336 | $33,336 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $40,287 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $685 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $685 | SubtotalAmt |
| Tax Based On Investment Income | $685 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $70 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $70 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Tax Due | $616 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Arlene Roberts | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5168878414 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 68-64 Yellowstone Blvd Apt B 32 | AddressLine1Txt |
| City | Forest Hills | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11375 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Arlene Roberts | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 68-64 Yellowstone Blvd | AddressLine1Txt |
| City | Forest Hills | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11375 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Director | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 10.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $10,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,134,050 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,488 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,142,538 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $153,849 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $988,689 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,830 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $973,859 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $48,693 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $48,693 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $685 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $685 | TotalTaxAmt |
| Distributable Before Adj | $48,008 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $48,008 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $48,008 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $34,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $34,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $48,008 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $16,102 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $16,413 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $10,740 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,998 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $49,253 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $34,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $34,000 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $14,008 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $14,008 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $35,245 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,094 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $33,151 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $16,413 | ExcessFromYear4Amt |
| Excess From Year3 | $10,740 | ExcessFromYear3Amt |
| Excess From Year2 | $5,998 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SPECIAL OLYMPICS | |||||||
| 1133 19th st nw | washington | DC | 20036 | donee/donor | 501c3 | Help individuals | $1,000 |
| Doctors without borders | |||||||
| 333 7th ave | New York | NY | 10001 | donee/donor | 501c3 | Help individuals | $1,000 |
| Animal Haven | |||||||
| 251 Centre St | New York | NY | 10013 | donee/donor | 501c3 | Help animals | $3,000 |
| City meals on wheels | |||||||
| 355 Lexington ave | New York | NY | 10017 | donee/donor | 501c3 | Help individuals | $4,000 |
| Humane Society of NY | |||||||
| 2100 L st | Washington | DC | 20037 | donee/donor | 501c3 | Help animals | $1,000 |
| The Actor's Fund | |||||||
| 729 7th Avenue 10 | New York | NY | 10019 | donee/donor | 501c3 | Help performing arts professionals | $1,000 |
| FREEDOM SERVICE DOGS OF AMERICA | |||||||
| 2000 WEST UNION AVENUE | ENGELWOOD | CO | 80110 | donee/donor | 501C3 | HELP ORGANIZATION | $3,000 |
| GODS LOVE WE DELIVER | |||||||
| 166 AVENUE OF THE AMERICAS | NEW YORK | NY | 10013 | donee/donor | 501C3 | HELP ORGANIZATION | $1,000 |
| DAV CHARITABLE SERVICE TRUST | |||||||
| 3725 ALEXANDRIA PIKE | COLD SPRING | KY | 41076 | donee/donor | 501C3 | HELP ORGANIZATION | $2,000 |
| 4 PAWS FOR ABILITY | |||||||
| 207 DAYTON AVENUE | XENIA | OH | 45385 | donee/donor | 501C3 | HELP ORGANIZATION | $1,000 |
| BUILDING HOMES FOR HEROES | |||||||
| 65 ROOSEVELT AVENUE | VALLEY STREAM | NY | 11581 | donee/donor | 501C3 | HELP ORGANIZATION | $2,000 |
| ALLY CATS ALLIES | |||||||
| 7920 NORFOLK AVENUE STE 600 | BETHESDA | MD | 20814 | donee/donor | 501(C)3 | HELP OGANIZATION | $1,000 |
| FISHER HOUSE FOUNDATION | |||||||
| 12300 TWINBROOK PKWY STE 410 | ROCKVILLE | MD | 20852 | donee/donor | 501C3 | HELP ORGANIZATION | $2,000 |
| STEPHEN SILLER TUNNEL TO TOWERS FDD | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | donee/donor | 501(C)3 | HELP ORGANIZATION | $3,000 |
| K9'S FOR WARRIORS | |||||||
| 114 CAMP K9 ROAD | PONTE VEDRA | FL | 32081 | donee/donor | 501C3 | HELP ORGANIZATION | $3,000 |
| SEMPER FI AMERICA'S FUND | |||||||
| 825 COLLEGE BLVD STE 102 PMB 609 | OCEANSIDE | CA | 92057 | donee/donor | 501C3 | HELP ORGANIZATION | $2,000 |
| PET SMART | |||||||
| 19601 N 27th Ave | Phoenix | AZ | 85027 | donee/donor | 501c3 | HELP ORGANIZATION | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $34,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $8,970 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $40,287 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$2,097 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,971 | ExclusionAmt |
| Related Or Exempt Function Incm | $40,287 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $47,161 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | Income used for organization purposes | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER | CategoryTxt |
| Amt | $2,935 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| bank and broker fees | $41 |
| FILING FEE | $350 |
| payroll service fees | $1,146 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue And Expenses Per Books | -$2,097 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| nys | $250 |
| payroll taxes | $1,140 |
Comments