ONYX & BREEZY FOUNDATION TR: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ONYX & BREEZY FOUNDATION TR (EIN 13-7437754)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-06
- IRS object ID
- 201813109349100501
- Schema version
- 2017v2.3
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-06T07:57:35-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112888985 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOLINETZ LAFAZAN & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 N VILLAGE AVE | 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 | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137437754 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ONYX AND BREEZY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ONYX | BusinessNameControlTxt |
| Phone | 2017827400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 SUMMIT AVE | AddressLine1Txt |
| City | MONTVALE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07645 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK SHEFTS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2017827400 | PhoneNum |
| Signature | 2018-11-06 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARRY WOLINETZ | PreparerPersonNm |
| PTIN | P00482511 | PTIN |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 47.21.2.226 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-06 | IPDt |
| IP Tm | 08:57:18 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C48E212D86653827EDAE379321E083BA77C68E8A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0156411371E721D804786FAF8A97A55A0F853FC7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $550,829 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $339,352 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,579 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,579 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $12,034 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $7,670 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $4,364 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $4,364 | GrossProfitAdjNetIncmAmt |
| Total Rev And Expnss | $345,295 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,579 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $4,364 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $412 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $177,818 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $178,230 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $140,877 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $140,877 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $319,107 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $140,877 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $26,188 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,579 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,364 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $18,718 | CashBOYAmt |
| Cash EOY | $14,018 | CashEOYAmt |
| Cash EOYFMV | $14,018 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $563,224 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $536,811 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $536,811 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $56,457 | AcctRcvblAmt |
| Acct Rcvbl EOY | $56,457 | AcctRcvblEOYAmt |
| Prepaid Expenses BOY | $1,495 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,499 | PrepaidExpensesEOYAmt |
| Other Assets BOY | $4,700 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,100 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $588,137 | TotalAssetsBOYAmt |
| Total Assets EOY | $610,885 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $550,829 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $3,821 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $381 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $3,821 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $381 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $584,316 | UnrestrictedBOYAmt |
| Unrestricted EOY | $610,504 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $584,316 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $610,504 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $588,137 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $610,885 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $584,316 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $26,188 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $610,504 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $610,504 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $105,921 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $499,413 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.212091 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $124,618 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $402,709 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.309449 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $139,823 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $380,457 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.367513 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $250,435 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $384,621 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.651121 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $383,482 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $361,375 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.061175 | DistributionYr5Rt |
| Total Distribution | 2.601349 | TotalDistributionRt |
| Average Distribution | 0.520270 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $557,889 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $290,253 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $16 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $290,269 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $140,877 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $32 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $32 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $32 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $32 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | ONYXANDBREEZY.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2017827400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 SUMMIT AVE | AddressLine1Txt |
| City | MONTVALE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07645 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARK SHEFTS | ||||||||
| PO BOX 656 | TUXEDO PARK | NY | 10987 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| WANDA SHEFTS | ||||||||
| POBOX 656 | TUXEDO PARK | NY | 10987 | TRUSTEE | 30.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RUSHCAP GROUP INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 SUMMIT AVENUE | AddressLine1Txt |
| City | MONTVALE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07645 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ADMINISTRATIVE, RENT, CLERICAL | ServiceTypeTxt |
| Compensation | $60,075 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $566,385 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $566,385 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $566,385 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,496 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $557,889 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $27,894 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $27,894 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $32 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $32 | TotalTaxAmt |
| Distributable Before Adj | $27,862 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $27,862 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $27,862 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $140,877 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $140,877 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $140,877 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,862 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $383,503 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $231,234 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $120,810 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $104,501 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $81,012 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $921,060 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $140,877 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $27,862 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $113,015 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,034,075 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $383,503 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $650,572 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $231,234 | ExcessFromYear4Amt |
| Excess From Year3 | $120,810 | ExcessFromYear3Amt |
| Excess From Year2 | $104,501 | ExcessFromYear2Amt |
| Excess From Year1 | $81,012 | ExcessFromYear1Amt |
| Excess From Current Year | $113,015 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARK SHEFTS | ContributingManagerNm |
| Contributing Manager | WANDA SHEFTS | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARK SHEFTS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POBOX 656 | AddressLine1Txt |
| City | TUXEDO PARK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10987 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2017827400 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | ANIMAL WELFARE RELATED | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A PATHWAY TO HOPE | |||||||
| POBOX 165 | HAWTHORNE | NJ | 07507 | N/A | ASSOCIATION | ANIMAL CARE | $6,196 |
| BEST FRIENDS SANCTUARY | |||||||
| 346 VOLUNTEER DRIVE | JAMESTOWN | TN | 38556 | N/A | ASSOCIATION | ANIMAL CARE | $3,680 |
| EAGLE AIR TRANSPORT INC | |||||||
| 3215 E 1969TH ROAD | OTTAWAN | IL | 61350 | N/A | CORPORATION | ANIMAL CARE | $17,131 |
| FOR THE CATS SAKE | |||||||
| PO BOS 471 | FLITHILL | VA | 22627 | N/A | ASSOCIATION | ANIMAL CARE | $2,100 |
| FRIENDS OF RANDOLPH ANIMAL POUND INC | |||||||
| 502 MILLBROOK AVE | RANDOLPH | NJ | 07869 | N/A | ASSOCIATION | ANIMAL CARE | $14,070 |
| GREENMILE RESCUE | |||||||
| 3009 ROUTE 10 | MORRIS PLAINS | NJ | 07950 | N/A | ASSOCIATION | ANIMAL CARE | $7,000 |
| HORSE AND PONY RESERVE | |||||||
| 3933 87TH ST W | LEONA VALLEY | CA | 93551 | N/A | ASSOCIATION | ANIMAL CARE | $2,400 |
| JANICE GATTO | |||||||
| 142 HENRY STREET | HASBROUCK HEIGHTS | NJ | 07604 | N/A | N/A | ANIMAL CARE | $3,114 |
| JOSE PENA | |||||||
| 7 APPLEDALE LANE | CHESTNUT RIDGE | NY | 10977 | N/A | N/A | ANIMAL CARE | $5,138 |
| KINDER 4 RESCUE | |||||||
| 11684 VENTURA BLVD 665 | STIDIO CITY | CA | 91604 | N/A | ASSOCIATION | ANIMAL CARE | $16,100 |
| LAURENCE KING | |||||||
| 425 BUENA VISTA ROAD | NEW CITY | NY | 10956 | N/A | ASSOCIATION | ANIMAL CARE | $6,276 |
| LEE COUNTY ANIMAL SERVICES | |||||||
| 5600 BANNER DRIVE | FORT MEYERS | FL | 33912 | N/A | ASSOCIATION | ANIMAL CAREANIMAL CARE | $1,418 |
| LISA MALORINO | |||||||
| 20 ARLYN DRIVE | HOWELL | NJ | 07731 | N/A | N/A | ANIMAL CARE | $2,752 |
| PASSAIC COUNTY SHERIFF'S OFFICE | |||||||
| 435 HAMBURG TPKE | WAYNE | NJ | 07470 | N/A | N/A | ANIMAL CARE | $2,500 |
| ROAD TO HOME RESCUE | |||||||
| PO BOX 7403 | WANTAUGH | NY | 11793 | N/A | ASSOCIATION | ANIMAL CARE | $3,000 |
| SUWANEE VALLEY HUMANE SOCIETY | |||||||
| 1156 SOUTHEAST BISBEE LOOP | MADISON | FL | 32340 | N/A | ASSOCIATION | ANIMAL CARE | $2,224 |
| THE WILD FOR LIFE FOUNDATION | |||||||
| 19510 VAN BUREN BLVD | RIVERSIDE | CA | 92508 | N/A | ASSOCIATION | ANIMAL CARE | $3,400 |
| Z NUMEROUS TRANSACTIONS - DETAILS ON FILE | |||||||
| 160 SUMMIT AVE | MONTVALE | NJ | 07645 | N/A | N/A | ANIMAL CARE | $42,378 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $140,877 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,579 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,364 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,579 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,364 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,943 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 10 | ITEMS ARE OFFERED FOR SALE FOR ADVERTISEMENT, |
| 10 | RECOGNITION, AND AWARENESS OF THE ORGANIZATION'S ACTIVITIES |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| SUSAN ACKERMAN | |||||||
| 1 | 3126 BEL AIR DRIVE | LAS VEGAS | NV | 89109 | $10,000 | Yes (X) | |
| MARK SHEFTS | |||||||
| 2 | PO BOX 656 | TUXEDO PARK | NY | 10987 | $9,647 | Yes (X) | |
| ANIMAL CLINIC OF MORRIS PLAINS LLC | |||||||
| 3 | 3009 ROUTE 10 | MORRIS PLAINS | NJ | 07950 | $5,000 | Yes (X) | |
| JANICE GATTO | |||||||
| 4 | 142 HENRY STREET | HASBROUCK HEIGHT | NJ | 07604 | $6,083 | Yes (X) | |
| KATHLEEN VAN ZEELAND | |||||||
| 5 | 77 BEVERLY PARK LANE | BEVERLY HILLS | CA | 90210 | $30,000 | Yes (X) | |
| ROBERT BARBARA SWANSON | |||||||
| 6 | 748 HI MOUNT ROAD | PALM BEACH | FL | 33480 | $5,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | ACCESSORIES, JEWELRY AND MISCELLANEOUS ITEMS | NoncashPropertyDesc |
| Fair Market Value | $9,647 | FairMarketValueAmt |
| Received | 2017-12-31 | ReceivedDt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSITS | Desc |
| BOY Book Value | $4,700 | BOYBookValueAmt |
| EOY Book Value | $2,100 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ANNUAL DINNER DANCE | $85,580 | $0 | $0 | $0 |
| OFFICE EXPENSES | $308 | $0 | $0 | $0 |
| RAFFLE | $16,575 | $0 | $0 | $0 |
| STREET FAIR EXPENSES | $2,909 | $0 | $0 | $0 |
| I WALK TO REMEMBER EXPENSES | $6,969 | $0 | $0 | $0 |
| POSTAGE & DELIVERY | $499 | $0 | $0 | $0 |
| INSURANCE | $2,244 | $0 | $0 | $0 |
| TELEPHONE/INTERNET EXPENSES | $150 | $0 | $0 | $0 |
| ADMINISTRATIVE COSTS & EXPENSES | $60,075 | $0 | $0 | $0 |
| BANK CHARGES | $2,509 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL & STATE TAXES | CategoryTxt |
| Amt | $412 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments