CHARLEIGH CHARITABLE TRUST: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CHARLEIGH CHARITABLE TRUST (EIN 46-3376803)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-16
- IRS object ID
- 202241369349102049
- Schema version
- 2020v4.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-16T10:17:45-07:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135553617 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Loewenwarter & Co LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Old Country Road Suite 274 | AddressLine1Txt |
| City | Mineola | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463376803 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Charleigh Charitable Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 5167399777 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 OLD COUNTRY RD 274 | AddressLine1Txt |
| City | MINEOLA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11501 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Charles Merinoff | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2022-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Charles | PersonFirstNm |
| Person Last | Merinoff | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | William Kolbert | PreparerPersonNm |
| PTIN | P01021918 | PTIN |
| Phone | 5167399777 | PhoneNum |
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 | 2020 | 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 | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,298,545 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $5,204 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,204 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $5,204 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $449,002 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,059,543 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $449,002 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $13,479 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $27,617 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,780,368 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $454,206 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $18,683 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $273,625 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $273,625 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,240 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $3,240 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $405,478 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,946 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $403,532 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $682,343 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,946 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $680,397 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $473,738 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $473,738 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,156,081 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,946 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,154,135 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $624,287 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $452,260 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $18,683 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $117,916 | CashBOYAmt |
| Cash EOY | $285,858 | CashEOYAmt |
| Other Investments BOY | $267,548 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $399,083 | OtherInvestmentsEOYAmt |
| Other Assets BOY | $1,028 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,028 | OtherAssetsEOYAmt |
| Total Assets BOY | $386,492 | TotalAssetsBOYAmt |
| Total Assets EOY | $685,969 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $7,500 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $7,500 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $386,492 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $386,492 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $678,469 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $386,492 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $685,969 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $386,492 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $624,287 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,010,779 | SubtotalAmt |
| Other Decreases | $332,310 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $678,469 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VARIOUS Charles Schwab - 4197 - ST-Covered | P | 2021-01-01 | 2021-12-31 | $259,812 | $246,333 | $13,479 | $13,479 |
| VARIOUS Charles Schwab - 4197 - LT - Covered | P | 2001-01-01 | 2021-12-31 | $799,731 | $364,208 | $435,523 | $435,523 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $449,002 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $13,479 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,286 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,286 | SubtotalAmt |
| Tax Based On Investment Income | $6,286 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,728 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $12,728 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $6 | EsPenaltyAmt |
| Overpayment | $6,436 | OverpaymentAmt |
| Applied To ES Tax | $6,436 | 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 |
| Org Report Or Register State | VT | OrgReportOrRegisterStateCd |
| 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 | ERNEST D LOEWENWARTER & CO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5167399777 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 OLD COUNTRY ROAD SUITE 274 | AddressLine1Txt |
| City | MINEOLA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11501 | 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 | CHARLES MERINOFF | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 OLD COUNTRY ROAD STE 274 | AddressLine1Txt |
| City | MINEOLA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | COO | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $6,286 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,286 | TotalTaxAmt |
| Distributable Before Adj | $6,286 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $6,286 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,154,135 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,154,135 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,154,135 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $245,116 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $330,367 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $575,483 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,154,135 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $1,154,135 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,729,618 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,729,618 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $245,116 | ExcessFromYear2Amt |
| Excess From Year1 | $330,367 | ExcessFromYear1Amt |
| Excess From Current Year | $1,154,135 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHARLES MERINOFF | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (62 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PECONIC LAND TRUST | |||||||
| 296 HAMPTON ROAD PO BOX 1776 | SOUTHAMPTON | NY | 11969 | NONE | NC | EDUCATION IN FARMING METHODS.ENVIROMENT | $1,000 |
| NEIGHBORHOOD CONNECTIONS | |||||||
| P O BOX 207 | LONDONBERRY | VT | 05148 | NONE | 501(C)3 | HELP VULNERABLE RESIDENTS IN COMMUNITY | $1,000 |
| ROCKLAND COUNTRY DAY SCHOOL | |||||||
| 34 KINGS HIGHWAY | CONGERS | NY | 10920 | NONE | EOF | STUDENTS EDUCATION | $499 |
| BIODYNAMICS ASSOCIATION | |||||||
| P O BOX 557 | EAST TROY | WI | 53120 | NONE | 501 (C) 3 | TO TEACH BIODYNAMIC PRINCIPLES | $10,000 |
| FACING HISTORY AND OURSELVES | |||||||
| HURD ROAD | BROOKLINE | MA | 02445 | NONE | 501(C) 3 | TO EDUCATE AGAINST BIGOTRY AND PREJUDICE | $2,500 |
| LILI KOLISKO INSTITUTE | |||||||
| 1005 RICHARDS ROAD SUITE D | HARLAND | WI | 53029 | NONE | 501(C) 3 | EDUCATION OF ANTHROPOSOPHIC MEDICINE | $250 |
| VERMONT AGENCY OF AGRICULTURE | |||||||
| 116 STATE STREET | MONTPELIER | VT | 05620 | NONE | NC | IMPLEMENTATION OF FARM TO SCHOOLPROGRAMS AT VERMONT SCHOOLS | $20,000 |
| HOLISTIC MANAGEMENT INTERNATIONAL | |||||||
| 5941 JEFFERSON STREET NE SUITE B | ALBUQUERQUE | NM | 87109 | NONE | NC | EDUCATION OF LAND USE FOR FARMING | $10,000 |
| WEST RIVER COMMUNITY PROJECT | |||||||
| 6573 VT 30 | WEST TOWNSHEND | VT | 05359 | NONE | NC | SUPPORT LOCAL AGRICULTURAL ECONOMIC AND SOCIAL ACTIVITIES | $141,000 |
| RURAL VERMONT | |||||||
| 46 E STATE STREET | MONTPELIER | VT | 05602 | NONE | NC | EDUCATION FOR AGRICULTURE | $2,500 |
| SPIKENARD FARM | |||||||
| 445 FLOYD HIGHWAY NORTH | FLOYD | VA | 24091 | NONE | 501(C) 3 | EDUCATION OF BEE KEEPING | $10,000 |
| GRACE COTTAGE HOSPITAL | |||||||
| 185 GRAFTON ROAD | TOWNSHEND | VT | 05353 | NONE | 501(C) 3 | CHARITABLE | $20,000 |
| GREATER NEWARK CONSERVANCY | |||||||
| 32 PRINCE STREET | NEWARK | NJ | 07103 | NONE | 501(C) 3 | CHARITABLE | $1,031 |
| POST OIL SOLUTIONS | |||||||
| P O BOX 431 | TOWNSHEND | VT | 05353 | NONE | 501(c) 3 | CONTRIBUTION | $1,000 |
| AFRICAN HERITAGE ECONOMIC INITIATIV | |||||||
| 48 DORRIS AVENUE | BUFFALO | NY | 14215 | NONE | SUPPORT LOCAL AGRICULTURAL ECONOMIC AND SOCIAL ACTIVITIES | $25,000 | |
| ALS ASSOCIATION | |||||||
| PO BOX 37022 | BOONE | IA | 50037 | NONE | SUPPORT LOCAL AGRICULTURAL ECONOMIC AND SOCIAL ACTIVITIES | $1,000 | |
| AMERICA SHARE | |||||||
| 15 W 26TH STREET 11TH FLOOR | NEW YORK | NY | 10010 | NONE | SUPPORT LOCAL AGRICULTURAL ECONOMIC AND SOCIAL ACTIVITIES | $1,000 | |
| AMERICAN CHESTNUT FOUNDATION | |||||||
| 50 NORTH MERRIMON AVENUE | ASHVILLE | NC | 28804 | NONE | SUPPORT LOCAL AGRICULTURAL ECONOMIC AND SOCIAL ACTIVITIES | $40 | |
| AMERICAN FARMLAND TRUST | |||||||
| 112 SPRING STREET | SARATOGA SPRINGS | NY | 12866 | NONE | SUPPORT LOCAL AGRICULTURAL ECONOMIC AND SOCIAL ACTIVITIES | $1,000 | |
| BIO4CLIMATE SPIRIT OF RESILIENCE | |||||||
| PO BOX 390469 | CAMBRIDGE | MA | 02139 | NONE | SUPPORT LOCAL AGRICULTURAL ECONOMIC AND SOCIAL ACTIVITIES | $268 | |
| BOY SCOUTS OF AMERICA | |||||||
| 475 RIVERSIDE DRIVE | NEW YORK | NY | 10115 | NONE | The 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. | $10,000 | |
| BRIDGES OUTREACH INC | |||||||
| PO BOX 1444 | SUMMIT | NJ | 07902 | NONE | REACHES OUT TO HOMELESS IN NYC | $100 | |
| CHESTER AGRICULTURE CENTER | |||||||
| 50 OGDEN DRIVE | MOUNTAINVILLE | NY | 10953 | NONE | SUPPORT LOCAL AGRICULTURAL ECONOMIC AND SOCIAL ACTIVITIES | $20,000 | |
| CHILDREN'S HEALTH DEFENSE | |||||||
| 1227 N PEACHTREE PARKWAY | PEACHTREE CITY | GA | 30269 | NONE | Its 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. | $20,000 | |
| EAST HAMPTON FIRE DEPARTMENT | |||||||
| 1 CEDAR STREET | EAST HAMPTON | NY | 11954 | NONE | PUBLIC SAFTEY | $250 | |
| EAST HAMPTON POLICE BENEVOLENT | |||||||
| PO BOX 1035 | EAST HAMPTON | NY | 11937 | NONE | PUBLIC SAFTEY | $250 | |
| FRIEND'S OF UNFPA | |||||||
| 605 THIRD AVE | NEW YORK | NY | 10158 | NONE | Friends of UNFPA promotes the health, dignity, and rights of women and girls around the world by supporting the lifesaving work of UNFPA | $10,000 | |
| WESTON A PRICE FOUNDATION | |||||||
| 4200 WISCONSIN AVENUE | WASHINGTON | DC | 20016 | NONE | The Foundation is dedicated to restoring nutrient-dense foods to the human diet through education, research and activism. | $30,000 | |
| HAWORTH AMBULANCE | |||||||
| PO BOX 263 | HAWORTH | NJ | 07641 | NONE | PUBLIC SAFTEY | $100 | |
| HAWORTH DRUG ALLIANCE | |||||||
| 300 HAWORTH AVENUE | HAWORTH | NJ | 07641 | NONE | PUBLIC SAFTEY | $100 | |
| HAWORTH FIRE CO | |||||||
| 7 HARDENBURGH AVENUE | HAWORTH | NJ | 07641 | NONE | PUBLIC SAFTEY | $100 | |
| HAWORTH POLICE AUXILIARY | |||||||
| PO BOX 6 | HAWORTH | NJ | 07641 | NONE | PUBLIC SAFTEY | $100 | |
| GREEN FAITH | |||||||
| 1216 BROADWAY | NEW YORK | NY | 10001 | NONE | building resilient, caring communities and economies that meet everyones needs and protect the planet. | $500 | |
| HOPE FOR YOUTH FOUNDATION | |||||||
| 201 DIXON AVE | AMITYVILLE | NY | 11701 | NONE | scholarships to local high school students and local programs that promote healthy academic, emotional or athletic programs. | $2,500 | |
| JOSEPHINE PORTER INSTITUTE | |||||||
| 652 THOMPSON RD | FLOYD | VA | 24091 | NONE | through biodynamic preparations, education and research, and to build a dynamic integrated network so our legacy is accessible to all future generations. | $500 | |
| LA WATER KEEPER | |||||||
| 120 BROADWAY | SANTA MONICA | CA | 90401 | NONE | safeguarding our inland and coastal waters using the law, science and community action. | $1,000 | |
| LONDONDERRY VOLUNTEER RESCUE SQUAD | |||||||
| 6068 VERMONT RTE 100 | LONDONDERRY | VT | 05148 | NONE | PUBLIC SAFTEY | $100 | |
| MUSEUM OF JEWISH HERITAGE | |||||||
| 36 BATTERY PL | NEW YORK | NY | 10280 | NONE | educating diverse visitors about Jewish life before, during, and after the Holocaust. | $25,000 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 733 3RD AVE | NEW YORK | NY | 10017 | NONE | MSAA is a resource for the MS community, improving lives through vital services & support. | $2,500 | |
| NOFA VT | |||||||
| PO BOX 697 | RICHMOND | VT | 05477 | NONE | build an economically viable, ecologically sound and socially just Vermont agricultural system that benefits all living things. | $25,000 | |
| PROJECT BIOME | |||||||
| 237 A ST PMB 51154 | SAN DIEGO | CA | 92101 | NONE | SUPPORT LOCAL AGRICULTURAL ECONOMIC AND SOCIAL ACTIVITIES | $2,500 | |
| PROJECT SAVE ARMENIAN PHOTOGRAPH AR | |||||||
| 65 MAIN ST 3RD FL | WATERTOWN | MA | 02472 | NONE | documents, preserves, and shares images of all subjects and time periods relating to the Armenian people and the work of Armenian photographers. | $250 | |
| REAL ORGANIC PROJECT | |||||||
| 82 WILSON RD | EAST THETFORD | VT | 05043 | NONE | TO SUPPORT ORGANIC FARMING | $5,000 | |
| RESCUE INC | |||||||
| 54 PLEASANT STREET | NEWBURYPORT | MA | 01950 | NONE | ANIMAL RESCUE | $1,000 | |
| SCHUMACHER CENTER FOR A NEW ECONOMI | |||||||
| 140 JUG END ROAD | GREAT BARRINGTON | MA | 01230 | NONE | envision the elements of a just and regenerative global economy; undertakes to apply these elements in its home region of the Berkshires in western Massachusetts; and then develops the educational programs to share the results more broadly, thus encouraging replication. | $100 | |
| SOJOURNS CENTER FOR A NEW ECONOMICS | |||||||
| 4923 US ROUTE FIVE | WESTMINSTER | VT | 05158 | NONE | Invision a just and regenerative economy; apply the concepts locally; then share the results for broad replication. | $10,000 | |
| STAND FOR A CURE | |||||||
| 376 GRABTWOOD AVENUE | STATEN ISLAND | NY | 10312 | NONE | build a compassionate community engaged in raising funds and awareness to fight breast cancer through events and programs that celebrate a healthy lifestyle. | $1,000 | |
| THE CENTER FOR CARTOON STUDIES | |||||||
| 94 S MAIN ST | WHITE RIVER JUNCTION | VT | 05001 | NONE | sequential art, specifically comics and graphic novels Located in the village of White River Junction, in the town of Hartford | $250 | |
| THE NATURE CONSERVANCY - LONG ISLAN | |||||||
| 322 8TH AVENUE | NEW YORK | NY | 10001 | NONE | Our planet faces the interconnected crises of rapid climate change and biodiversity loss. We have years, not decades, to address these existential threats. | $5,000 | |
| THE NIGERIAN SCHOOL PROJECT | |||||||
| 890 BELLE AVENUE | TEANECK | NJ | 07666 | NONE | TO PROVIDE EDUCATION TO NIGERIAN CHILDGREN | $10,000 | |
| THE PFEIFFER CENTER | |||||||
| 260 HUNGRY HOLLOW RD | SPRING VALLEY | NY | 10977 | NONE | biodynamics to grow food with living forces that nourish the whole human being; to foster a learning community where people can develop a loving relationship to the land; and to build a rich inclusive social life serving our home and surrounding communities. | $500 | |
| THE TOWNSHEND COMMUNITY FOOD SHELF | |||||||
| 46 COMMON RD | TOWNSHEND | VT | 05353 | NONE | volunteer run community food shelf offering supplemental food assistance to all people in need. | $100 | |
| THE TOWNSEND HISTORICAL SOCIETY | |||||||
| 72 MAIN ST | TOWNSEND | MA | 01469 | NONE | seeks to foster a deep discussion about our local history. | $100 | |
| TOWNSHEND VOLUNTEER FIRE DEPARTMENT | |||||||
| TOWNSHEND | TOWNSHEND | VT | 05353 | NONE | PUBLIC SAFETY | $100 | |
| TRUE EATS LOCAL FOOD EDUCATION | |||||||
| 301 WEST 108TH STREET | NEW YORK | NY | 10025 | CHARITABLE | We seek to inspire greater understanding and appreciation of nutritional food options by educating consumers and other stakeholders about the benefits of small farm production and environmentally sustainable agricultural practices. | $25,000 | |
| UNIVERSITY OF DENVER | |||||||
| 2199 S UNIVERSITY BLVD | DENVER | CO | 80208 | NONE | private 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 ST | BARRE | VT | 05641 | NONE | preserve and record the cultural history of the US state of Vermont. | $100 | |
| VERMONT INDEPENDANT MEDIA | |||||||
| PO BOX 1212 | BRATTLEBORO | VT | 05302 | NONE | SUPPORT LOCAL NEWS | $100 | |
| WELFARE | |||||||
| 100 W 10TH STREET | WILMINGTON | DE | 19801 | NONE | promote the social welfare of people and communities across the State of Delaware and in southern Chester County, Pennsylvania. | $5,000 | |
| WINDHAM COMMUNITY ORGANIZATION | |||||||
| 5978 WINDHAM HILL ROAD | WINDHAM | VT | 05359 | NONE | SUPPORTING LOCAL AREA | $100 | |
| WINDHAM VOLUNTEER FIRE COMPANY | |||||||
| 290 WHITE RD | WINDHAM | VT | 05143 | NONE | PUBLIC SAFETY | $250 | |
| WWOOF-USA | |||||||
| CALIFORNIA | CALIFORNIA | CA | 90000 | NONE | ORGANIC FARMING | $100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $473,738 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AGROLIVING EDUCATION | Desc |
| Related Or Exempt Function Incm | $27,617 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5,204 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $449,002 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $481,823 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $481,823 | 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 | 1a | LineNumberTxt |
| Relationship Statement | Teaching students & providing classes to educate them on biodiversity and homesteading. | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | CHARLES MERINOFF | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 317 MASSACHUSETTS AVENUE | AddressLine1Txt |
| City | HAWORTH | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07641 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,297,835 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | TRANSFER OF SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $587,835 | FairMarketValueAmt |
| Received | 2021-03-08 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $3,240 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,240 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CHARLES SCHWAB PORTFOLIO | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $399,083 | BookValueAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MSOA FAMILY OFFICE LLC | Desc |
| BOY Book Value | $1,028 | BOYBookValueAmt |
| EOY Book Value | $1,028 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (44 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| ALARM EXPENSE | $239 | $239 | |
| ANIMAL FEED | $1,144 | $1,144 | |
| ANIMAL SUPPLIES | $146 | $146 | |
| ANIMALS | $3,960 | $3,960 | |
| ANNUAL REPORT | $35 | $35 | |
| AUTO EXPENSES | $1,463 | $1,463 | |
| AUTO REPAIR | $3,725 | $3,725 | |
| BANK SERVICE CHARGES | $732 | $732 | |
| BEE SUPPLIES | $696 | $696 | |
| BLACKSMITH SHOP | $1,152 | $1,152 | |
| BROKER FEE | $1,788 | $1,788 | |
| BUTCHER SHOP | $233 | $233 | |
| BUTCHERING | $764 | $764 | |
| CERAMIC SHOP | $2,779 | $2,779 | |
| COMPUTER & INTERNET EXPENSES | $4,415 | $4,415 | |
| DAIRY SUPPLIES | $138 | $138 | |
| EDUCATIONAL RESEARCH | $7,605 | $7,605 | |
| EMPLOYEE PROVIDED FOOD ITEMS | $18,158 | $18,158 | |
| FARM & FOOD SERVICE MANAGMENT | $15,000 | $15,000 | |
| FARM HOUSE SUPPLIES | $9,663 | $9,663 | |
| FARM SUPPLIES | $23,653 | $23,653 | |
| FOREIGN TAX PAID | $158 | $158 | |
| GARBAGE REMOVAL | $2,988 | $2,988 | |
| GRAPHIC DESIGN | $8,383 | $8,383 | |
| GRAPHIC DESIGN BADGES | $7,017 | $7,017 | |
| HAY | $8,303 | $8,303 | |
| INSURANCE | $36,392 | $36,392 | |
| LANDSCAPING | $6,485 | $6,485 | |
| LUMBER | $717 | $717 | |
| OFFICE EXPENSES | $3,023 | $3,023 | |
| PAYROLL SERVICE FEES | $15,390 | $15,390 | |
| PAYROLL TAXES | $46,105 | $46,105 | |
| PROPERTY TAXES | $27,534 | $27,534 | |
| REPAIR AND MAINTENANCE | $79,711 | $79,711 | |
| SALES TAX | $441 | $441 | |
| SEEDS AND PLANTS | $2,241 | $2,241 | |
| SMALL TOOLS AND EQUIPMENT | $10,928 | $10,928 | |
| SOLAR | $6,168 | $6,168 | |
| SUBSCRIPTIONS | $517 | $517 | |
| UPGRADES | $10,568 | $10,568 | |
| UTILITIES | $29,180 | $29,180 | |
| veternarian | $691 | $691 | |
| YOUNG FARMER PROGRAM | $4,155 | $4,155 | |
| YURT | $895 | $895 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AGROLIVING EDUCATION | Desc |
| Revenue And Expenses Per Books | $27,617 | RevenueAndExpensesPerBooksAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARDS | Desc |
| EOY Book Value | $7,500 | EOYBookValueAmt |
Comments