OIKONOMOS FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
OIKONOMOS FOUNDATION INC (EIN 92-1269178)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-13
IRS object ID
202543179349100139
Schema version
2024v5.0
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)
Return2025-11-13T14:26:18-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN921269178EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID DREYERPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone7722864777PhoneNum
Signature2025-05-06SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSELF-PREPAREDPreparerPersonNm
SSNXXX-XX-XXXXSSN
Preparation2025-11-13PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$401,114FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$400,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,605InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,605InterestOnSavNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,011NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,011GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,011CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$405,616TotalRevAndExpnssAmt
Total Net Invst Incm$5,616TotalNetInvstIncmAmt
Other Expenses Rev And Expnss$52OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$52TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,300ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,300ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,352TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,300TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$403,264ExcessRevenueOverExpensesAmt
Net Investment Income$5,616NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,466CashBOYAmt
Cash EOY$401,114CashEOYAmt
Cash EOYFMV$401,114CashEOYFMVAmt
Other Investments BOY$31,599OtherInvestmentsBOYAmt
Other Investments EOY$37,215OtherInvestmentsEOYAmt
Total Assets BOY$35,065TotalAssetsBOYAmt
Total Assets EOY$438,329TotalAssetsEOYAmt
Total Assets EOYFMV$401,114TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$35,065NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$438,329NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$35,065TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$438,329TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$35,065TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$438,329TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$35,065TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$403,264ExcessRevenueOverExpensesAmt
Subtotal$438,329SubtotalAmt
Tot Net Ast Or Fund Balances EOY$438,329TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$4,011CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$78InvestmentIncomeExciseTaxAmt
Subtotal$78SubtotalAmt
Tax Based On Investment Income$78TaxBasedOnInvestmentIncomeAmt
Tax Due$78TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDAVID DREYERIndividualWithBooksNm
Phone7722864777PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1309 SE OSCEOLA STREETAddressLine1Txt
Address Line2STE 350AddressLine2Txt
CitySTUARTCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34994ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$65,359AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$32,048AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$97,407TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$97,407AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,461CashDeemedCharitableAmt
Net Vl Noncharitable Assets$95,946NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,797MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,797MinimumInvestmentReturnAmt
Tax Based On Investment Income$78TaxBasedOnInvestmentIncomeAmt
Total Tax$78TotalTaxAmt
Distributable Before Adj$4,719DistributableBeforeAdjAmt
Distributable Before Ded$4,719DistributableBeforeDedAmt
Distributable As Adjusted$4,719DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,300ExpensesAndContributionsAmt
Qualifying Distributions$2,300QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,719DistributableAsAdjustedAmt
Qualifying Distributions$2,300QualifyingDistributionsAmt
Applied To Current Year$2,300AppliedToCurrentYearAmt
Undistributed Income CY$2,419UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$2,300CorpusDistri170b1EOr4942g3Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

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

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line125166 MARION AVEAddressLine1Txt
Address Line2UNIT 115AddressLine2Txt
CityPUNTA GORDACityNm
State AbbreviationFLStateAbbreviationCd
ZIP33950ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation Status501(C)(3)RecipientFoundationStatusTxt
Grant Or Contribution PurposeGENERAL PURPOSESGrantOrContributionPurposeTxt
Amt$2,300Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,300TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,605RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,605RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,605TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtBook ValueBookValueAmt
D'BEST FUTURES FUND
DUNN WMA, LLC$37,215

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
HARLAN CHECKS$52

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