ONYX & BREEZY FOUNDATION TR: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ONYX & BREEZY FOUNDATION TR (EIN 13-7437754)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-12
- IRS object ID
- 201423169349100912
- Schema version
- 2013v3.0
- 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
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-12T12:32:53-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 N VILLAGE AVE | AddressLine1 |
| City | ROCKVILLE CENTRE | City |
| State | NY | State |
| ZIP Code | 11570 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | MONTVALE | City |
| State | NJ | State |
| ZIP Code | 07645 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK SHEFTS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2017827400 | PhoneNum |
| Signature | 2014-11-11 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARRY WOLINETZ | PreparerPersonNm |
| PTIN | P00482511 | PTIN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $386,910 | 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 | $425,285 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,478 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,478 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $14,680 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $20,709 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | -$6,029 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | -$6,029 | GrossProfitAdjNetIncmAmt |
| Total Rev And Expnss | $420,734 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,478 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | -$6,029 | 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 |
| Accounting Fees Rev And Expnss | $6,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $465 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $151,933 | 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 | $158,398 | 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 | $250,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $250,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $408,848 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $250,450 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,886 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,478 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $36,190 | CashBOYAmt |
| Cash EOY | $63,445 | CashEOYAmt |
| Cash EOYFMV | $63,445 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $357,855 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $323,465 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $323,465 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl | $70,123 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $43,965 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $70,123 | PledgesRcvblEOYAmt |
| Prepaid Expenses BOY | $1,143 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,076 | PrepaidExpensesEOYAmt |
| Other Assets BOY | $600 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,090 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $439,753 | TotalAssetsBOYAmt |
| Total Assets EOY | $459,199 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $386,910 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $21,354 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $28,914 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $21,354 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $28,914 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $407,874 | UnrestrictedBOYAmt |
| Unrestricted EOY | $430,285 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $10,525 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $0 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $418,399 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $430,285 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $439,753 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $459,199 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $418,399 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,886 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $430,285 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $430,285 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $383,482 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $0 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.000000 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $426,085 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $0 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.000000 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $323,834 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $0 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $289,826 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $0 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $199,684 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.000000 | TotalDistributionRt |
| Average Distribution | 0.000000 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $384,621 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $0 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $15 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $15 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $250,450 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $15 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $29 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $29 | TotalPaymentsAndCreditsAmt |
| Overpayment | $14 | OverpaymentAmt |
| Applied To ES Tax | $14 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | MONTVALE | City |
| State | NJ | State |
| ZIP Code | 07645 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARK SHEFTS | ||||||||
| PO BOX 656 | TUXEDO PARK | NJ | 10987 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| WANDA SHEFTS | ||||||||
| POBOX 656 | TUXEDO PARK | NJ | 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $390,478 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $390,478 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $390,478 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,857 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $384,621 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,231 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,231 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15 | TotalTaxAmt |
| Distributable Before Adj | $19,216 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $19,216 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $19,216 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $250,450 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $250,450 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $15 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $250,435 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,216 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $199,751 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $289,868 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $323,872 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $426,105 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $383,503 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,623,099 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $250,450 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,216 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $231,234 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,854,333 | 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 | $199,751 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,654,582 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $289,868 | ExcessFromYear4Amt |
| Excess From Year3 | $323,872 | ExcessFromYear3Amt |
| Excess From Year2 | $426,105 | ExcessFromYear2Amt |
| Excess From Year1 | $383,503 | ExcessFromYear1Amt |
| Excess From Current Year | $231,234 | 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 | AddressLine1 |
| City | TUXEDO PARK | City |
| State | NY | State |
| ZIP Code | 10987 | ZIPCode |
| 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 (48 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALL CREATUERES ANIMAL HOSPITAL- FBO HOMESTRETCH HOUNDS | |||||||
| 4085 REED ROAD | HILLSBORO | OH | 45133 | N/A | N/A | ANIMAL CARE | $1,090 |
| ANIMAL CLINIC OF MORRIS PLAINS FBO ELEVENTH HOUR RESCUE | |||||||
| PO BOX 218 | ROCKAWAY | NJ | 07866 | N/A | ASSOCIATION | ANIMAL CARE | $15,000 |
| ANIMAL CLINIC OF MORRIS PLAINS FBO FRIENDS OF RUDOLPH ANIMAL POUND | |||||||
| 502 MILLBROOK AVE | RANDOLPH | NJ | 07869 | N/A | ASSOCIATION | ANIMAL CARE | $19,059 |
| ANIMAL EMERGENCY & REFERRAL ASSOCIATES FB0 MARIE AMATO FENIELLO | |||||||
| 471 ISLAND ROAD APT 1 | RAMSEY | NJ | 07466 | N/A | N/A | ANIMAL CARE | $2,863 |
| ANIMAL EMERGENCY & REFERRAL FBO A PATHWAY TO HOPE | |||||||
| PO BOX 165 | HAWTHORNE | NJ | 07507 | N/A | N/A | ANIMAL CARE | $984 |
| ANIMAL HOSPITAL OF SADDLE RIVER FBO DONNA PLESCIA | |||||||
| 444 SUMMIT STREET | NORWOOD | NJ | 07648 | N/A | N/A | ANIMAL CARE | $1,500 |
| ANIMAL PARADISE HOSPITAL FBO DENISE FERLAZZO | |||||||
| 5 HORIZON ROAD APT 40 | FORT LEE | NJ | 07024 | N/A | N/A | ANIMAL CARE | $1,324 |
| BLUE PEARL VETERINARY PARTNERS NEW YORK FBO MARIE FORNILDA | |||||||
| 51-15 VANKLEECK APT 4D | ELMHURST | NY | 11373 | N/A | N/A | ANIMAL CARE | $1,000 |
| CHRISTIANNA HARTWELL | |||||||
| 9187 ARLETA AVENUE | ARLETA | CA | 91331 | N/A | N/A | ANIMAL CARE | $2,000 |
| CHUCK & DON'S PET FOOD OUTLET - LEECH LAKE LEGACY | |||||||
| PO BOX 385454 | BLOOMINGTON | MN | 55438 | N/A | ASSOCIATION | ANIMAL CARE | $4,498 |
| COLONIAL HEIGHTS VETERINARY CLINIC FBO REGINA LANG | |||||||
| 4154 BARRETT PIKE | MAYSVILLE | KY | 41056 | N/A | N/A | ANIMAL CARE | $1,000 |
| CORNELL UNIVERSITY HOSPITAL FOR ANIMALS FBO JORDAN DANIELS | |||||||
| 146 BELLE SCHOOL ROAD | BROOKTONDALE | NY | 14817 | N/A | N/A | ANIMAL CARE | $1,000 |
| EAST WEST VETERINARY CARE CENTER-HELPING PAWS ANIMAL SANCTUARY | |||||||
| 10060 MALLORY E PARKWAY UNIT D | ST JAMES CITY | FL | 33956 | N/A | ASSOCIATION | ANIMAL CARE | $1,653 |
| ERIC SANCHEZ TRICKING-ANGEL HAVEN RANCH & RESCUE | |||||||
| 103335 E AVENUE | LITTLEROCK | CA | 93543 | N/A | ASSOCIATION | ANIMAL CARE | $7,694 |
| FRIENDS OF RANDOLPH ANIMAL POUND INC | |||||||
| 1345 SUSSEX TURNPIKE | RANDOLPH | NJ | 07869 | N/A | ASSOCIATION | ANIMAL CARE | $2,500 |
| GLACIER TEK INC-US WAR DOGS ASSOCIATION CHAPTER 3 | |||||||
| 1627 W BROADWAY CT | KOKOMO | IN | 46901 | N/A | ASSOCIATION | ANIMAL CARE | $6,548 |
| GROCERY SURPLUS STORE-THOMPSON RIVER ANIMAL CARE SHELTER | |||||||
| PO BOX 1589 | THOMPSON FALLS | MT | 59873 | N/A | ASSOCIATION | ANIMAL CARE | $2,468 |
| KAT SNIPS | |||||||
| 4140 WILLOW ROAD | SALINE | MI | 48176 | N/A | ASSOCIATION | ANIMAL CARE | $1,635 |
| KINDER 4 RESCUE | |||||||
| 11684 VENTURA BLVD 665 | STUDIO CITY | CA | 91604 | N/A | ASSOCIATION | ANIMAL CARE | $87,961 |
| KNOWLES CENTRAL 24 HOUR ANIMAL CENTER-PAWS TO CARE COALITION | |||||||
| 6219 JOHNSON STREET | HOLLYWOOD | FL | 33024 | ASSOCIATION | ANIMAL CARE | $1,200 | |
| LONDOLOZA DOG DEN & CATTERY INC | |||||||
| 3416 WESLEY STREET | CULVER CITY | CA | 90232 | N/A | ASSOCIATION | ANIMAL CARE | $3,095 |
| LONG ISLAND VETERINARY SPECIALISTS-ALMOST HOME ANIMAL RESCUE | |||||||
| PO BOX 350 | MEDFORD | NY | 11763 | N/A | ASSOCIATION | ANIMAL CARE | $1,685 |
| MASON COMPANY-FRANKLIN COUNTY HUMANE SOCIETY | |||||||
| PO BOX 187 | WINCHESTER | TN | 37398 | N/A | ASSOCIATION | ANIMAL CARE | $3,198 |
| MUELLER ANIMAL HOSPITAL FBO GULFSTREAM GUARDIAN ANGELS ROTWEILER RESCUE | |||||||
| 20914 NJ 74 PLACE | ALACHIA | FL | 32615 | N/A | ASSOCIATION | ANIMAL CARE | $1,500 |
| PAUL'S CLINIC | |||||||
| 3893 NASHVILLE HWY | MCMINNVILLE | TN | 37110 | N/A | ASSOCIATION | ANIMAL CARE | $2,500 |
| PET FOOD EXPERTS INC FBO A PURRFECT WORLD | |||||||
| PO BOX 1907 | BLOOMFIELD | NJ | 07003 | N/A | ASSOCIATION | ANIMAL CARE | $1,998 |
| PITTSBURGH VETERINARY SURGURY FBO LISTA & ANGELO KARGAKOS | |||||||
| 333 12TH ST | CAMPBELL | OH | 44405 | N/A | N/A | ANIMAL CARE | $1,000 |
| PRIMARY CARE ANIMAL HOSPITAL FBO NATALIE CABRERA | |||||||
| 58 W MARKET ST 2 | LONG BEACH | CA | 90805 | N/A | N/A | ANIMAL CARE | $1,200 |
| PUGET SOUND RESCUE | |||||||
| 17206 SE 338TH STREET | AUBURN | WA | 98092 | N/A | N/A | ANIMAL CARE | $2,270 |
| RED BANK VETERINARY HOSPITAL-FBO DOREEN GRASSO | |||||||
| 10 LOWELL PLACE | NEWARD | NJ | 07114 | N/A | N/A | ANIMAL CARE | $3,000 |
| RED FERN SPAY&NEUTER VETERINAY CLINIC-FOCUS ON FERALS | |||||||
| PO BOX 274 | BRAINDSVILLE | NY | 12915 | N/A | ASSOCIATION | ANIMAL CARE | $1,715 |
| RED FERN SPRAY & NEUTER VETERINARY CLINIC-SNAP-SPAY NEUTER ASSIST FOR PETS | |||||||
| 36346 MONROE DRIVE | ZEPHYRILLS | FL | 33541 | N/A | ASSOCIATION | ANIMAL CARE | $1,300 |
| ROCKY TOP VETERINARY HOSPITALPLLC-WASHINGTON COUNTY HUMANE SOCIETY | |||||||
| 806 HARDING AVENUE | JOHNSON CITY | TN | 37604 | N/A | ASSOCIATION | ANIMAL CARE | $2,501 |
| SACRAMENTO ARES VETERINARY INT MEDICINE-FBO KARIN KAPLAN | |||||||
| 17483 WOLF MOUNTAIN ROAD | GRASS VALLEY | CA | 95949 | N/A | N/A | ANIMAL CARE | $1,100 |
| SAFEWAY STORE FBO RICK & KATHY LARAMEY | |||||||
| 121 MOUNT TRAVIER DRIVE | LEADVILLE | CO | 80461 | N/A | N/A | ANIMAL CARE | $115 |
| SEVADOG RESCUE & REHABILITATION | |||||||
| 1541 MCKINLEY COURT | EUGENE | OR | 97402 | N/A | ASSOCIATION | ANIMAL CARE | $1,000 |
| SOUTHERN NEVADA BULLY BREED RESCUE | |||||||
| POBOX 50538 | HENDERSON | NV | 89016 | N/A | ASSOCIATION | ANIMAL CARE | $1,750 |
| SUMNER SPAY NEUTER ALLIANCE | |||||||
| PO BOX 1834 | GALLATIN | TN | 37066 | N/A | ASSOCIATION | ANIMAL CARE | $2,500 |
| VCA W LOS ANGELES ANIMAL HOSPITAL FBO LISA PELLEGRENE | |||||||
| 1118 S SWALL DRIVE | LOS ANGELES | CA | 90035 | N/A | N/A | ANIMAL CARE | $1,000 |
| VETERINARY CANCER GROUP OF LOS ANGELES FBO HEATHER TROJAN | |||||||
| 11400 LAURELCREST ROAD | STUDIO CITY | CA | 91604 | N/A | N/A | ANIMAL CARE | $1,513 |
| VETERINARY EYE INSTITUTE PLLC FBO ROY BRITTON | |||||||
| 1610 SHADOW MOSS WAY | CARROLLTON | TX | 75007 | N/A | N/A | ANIMAL CARE | $1,000 |
| VETERINARY ORTHOPEDIC & SPORTS MED GROUP-CHESAPEAKE BAY RETRIEVER RELIEF & | |||||||
| 120 PATRICK LANE | WEST LAFAYETTE | IN | 47906 | N/A | ASSOCIATION | ANIMAL CARE | $1,800 |
| VETERINARY SPECIALISTS & ANIMAL EMER SERVICE-FBO JILL NUCIOLO | |||||||
| 99 HAMLIN PARMA TOWNLINE ROAD | HILTON | NY | 14468 | N/A | N/A | ANIMAL CARE | $1,000 |
| VETERINARY SPECIALTY HOSPITAL FBO CASEY BURCHAK | |||||||
| 637 S BROADWAY | ESCONDIDO | CA | 92025 | N/A | N/A | ANIMAL CARE | $1,004 |
| WESTFIELD VETERINARY GROUP | |||||||
| 562 SPRINGFIELD AVENUE | WESTFIELD | NJ | 07090 | N/A | ASSOCIATION | ANIMAL CARE | $1,003 |
| WESTFIELD VETERINARY GROUP-JERSEY ANIMAL COALITION | |||||||
| 298 WALTON AVENUE | SOUTH ORANGE | NJ | 07079 | N/A | ASSOCIATION | ANIMAL CARE | $4,316 |
| WESTHEIMER ANIMAL CLINIC INC | |||||||
| 7005 MAPLERIDGE STREET | BELLAIRE | TX | 77401 | N/A | ASSOCIATION | ANIMAL CARE | $1,000 |
| Z NUMEROUS TRANSACTIONS - DETAILS ON FILE | |||||||
| 160 SUMMIT AVE | MONTVALE | NJ | 07645 | N/A | VARIOUS | ANIMAL CARE | $40,410 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $250,450 | 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 | $1,478 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$6,029 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,478 | ExclusionAmt |
| Related Or Exempt Function Incm | -$6,029 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$4,551 | 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 (8 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ELIZA L BREWSTER | ||||||
| 1 | 1991 GREAT BEND TURNPIKE | HONESDALE | PA | 18431 | $5,500 | Yes (X) |
| MARK SHEFTS | ||||||
| 2 | PO BOX 656 | TUXEDO PARK | NJ | 10987 | $40,155 | Yes (X) |
| MYCELL TECHNOLOGIES LLC | ||||||
| 3 | 160 SUMMIT AVENUE | MONTVALE | NJ | 07645 | $15,000 | Yes (X) |
| WOLINETZLAFAZAN COMPANY | ||||||
| 4 | 5 NORTH VILLAGE AVENUE | ROCKVILLE CENTRE | NY | 11570 | $6,000 | Yes (X) |
| RKAVANAUGH TRUST | ||||||
| 5 | C/O PHILPOTT 16030 VENTURA BLVD 380 | LOS ANGELES | CA | 91436 | $20,000 | Yes (X) |
| BETTY WHITE LUDDEN | ||||||
| 6 | C/O BBZ MGMT 11766 WILLSHIRE BLVD 9 | LOS ANGELES | CA | 90025 | $20,000 | Yes (X) |
| KL GATES LLP | ||||||
| 7 | ONE LINCOLN STREET | BOSTON | MA | 02111 | $10,000 | Yes (X) |
| KATHLEEN VAN ZEELAND | ||||||
| 8 | 77 BEVERLY PARK LANE | BEVERLY HILLS | CA | 90210 | $15,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & AUDIT | CategoryTxt |
| Amt | $6,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSITS | Desc |
| BOY Book Value | $600 | BOYBookValueAmt |
| EOY Book Value | $1,090 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ANNUAL DINNER DANCE | $126,376 | $0 | $0 | $0 |
| OFFICE EXPENSES | $849 | $0 | $0 | $0 |
| BANK CHARGES | $2,793 | $0 | $0 | $0 |
| RAFFLE | $16,570 | $0 | $0 | $0 |
| CRAFT FAIR | $1,857 | $0 | $0 | $0 |
| POSTAGE & DELIVERY | $1,407 | $0 | $0 | $0 |
| INSURANCE | $1,782 | $0 | $0 | $0 |
| TELEPHONE/INTERNET EXPENSES | $299 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL & STATE TAXES | CategoryTxt |
| Amt | $465 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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