AKINDALE REHABILITATION & LAND CONSERVATION FUND: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- AKINDALE REHABILITATION & LAND CONSERVATION FUND (EIN 20-1822473)
- Tax period
- 2010-09-01 to 2011-08-31
- Filed
- 2012-07-16
- IRS object ID
- 201221989349100002
- Schema version
- 2010v3.4
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-07-16T08:28:48-05:00 | Timestamp |
| Tax Period End Date | 2011-08-31 | TaxPeriodEndDate |
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201822473 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AKINDALE REHABILITATION & LAND CONSERVATION FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | AKIN | NameControl |
| Phone | 9142383800 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 287 KING STREET | AddressLine1 |
| City | CHAPPQUA | City |
| State | NY | State |
| ZIP Code | 10514 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRUCE D OBERFEST | Name |
| Title | TREASURER | Title |
| Phone | 9142383800 | Phone |
| Date Signed | 2012-07-16 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 14447680 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 85935 | ContriReceivedRevAndExpnss |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 0 | NetSTCGAdjNetIncm |
| Other Income Rev And Expnss | 5959 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 5959 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 91894 | TotalRevenueAndExpenses |
| Total Net Investment Income | 0 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 5959 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 219706 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Adj Net Incm | 0 | OthEmplSlrsWgsAdjNetIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 219706 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Taxes Rev And Expnss | 124633 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 124633 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 268188 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Deprec And Depletion Adj Net Incm | 201943 | DeprecAndDepletionAdjNetIncm |
| Occupancy Rev And Expnss | 10410 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 0 | OccupancyNetInvstIncm |
| Occupancy Adj Net Incm | 0 | OccupancyAdjNetIncm |
| Occupancy Dsbrs Chrtbl Prps | 10410 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 758 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 0 | TravConfMeetingAdjNetIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 758 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 495475 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 5873 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 489602 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1119170 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 207816 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 845109 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 100 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 100 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1119270 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 207816 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 845209 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -1027376 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 243348 | CashBOY |
| Cash EOY | 44500 | CashEOY |
| Cash EOYFMV | 44500 | CashEOYFMV |
| Investments Other BOY | 1704221 | InvestmentsOtherBOY |
| Investments Other EOY | 1704221 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1704221 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 8120420 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 718792 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 7652159 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 7401628 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 7401628 | LandBuildingAndEquipmentEOYFMV |
| Other Assets BOY | 5874730 | OtherAssetsBOY |
| Other Assets EOY | 5297331 | OtherAssetsEOY |
| Other Assets EOYFMV | 5297331 | OtherAssetsEOYFMV |
| Total Assets BOY | 15474458 | TotalAssetsBOY |
| Total Assets EOY | 14447680 | TotalAssetsEOY |
| Total Assets EOYFMV | 14447680 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 3460 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 4053 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 3460 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4053 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 15470998 | RetainedEarningsBOY |
| Retained Earnings EOY | 14443627 | RetainedEarningsEOY |
| Total Net Assets BOY | 15470998 | TotalNetAssetsBOY |
| Total Net Assets EOY | 14443627 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 15474458 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 14447680 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 15470998 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -1027376 | ExcessOfRevenueOverExpenses |
| Other Increases | 5 | OtherIncreases |
| Subtotal | 14443627 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 14443627 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 737745 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 111811 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 6.598143 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 505280 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 57944 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 8.720144 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 427626 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 18095 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 23.632274 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 173472 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 7508 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 23.104955 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 118411 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 434 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 272.836406 | DistributionRatioYear5 |
| Total Distribution Ratio | 334.891922 | TotalDistributionRatio |
| Average Distribution Ratio | 66.978384 | AverageDistributionRatio |
| Net Noncharitable Assets | 83546 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 5595776 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 0 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 5595776 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 868380 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 0 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 0 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 0 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| States Filed With | DE | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 1 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | AKINDALEHORSERESCUE.ORG | WebsiteAddress |
| Books In Care Of Person Name | BRUCE OBERFEST ASSOCIATES | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9142383800 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 287 KING STREET | AddressLine1 |
| City | CHAPPAQUA | City |
| State | NY | State |
| ZIP Code | 10514 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| BRUCE OBERFEST | ||||||||
| 287 KING STREET | CHAPPAQUA | NY | 10514 | TREASURER | 4.00 | 0 | 0 | 0 |
| DG VAN CLIEF | ||||||||
| PO BOX 8 | ESMONT | VA | 22937 | TRUSTEE | 0.50 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SEE FOOTNOTE | Description1 |
| Expenses1 | 868380 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 84818 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 84818 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 84818 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1272 | CashDeemedCharitable |
| Net Noncharitable Assets | 83546 | NetNoncharitableAssets |
| Minimum Investment Return | 4177 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | X | Sect4942j3j5FndtnAndFrgnOrg |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 845209 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 23171 | AmountsPaidAcqCharitableAssets |
| Qualifying Distributions | 868380 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 868380 | AdjQualifyingDistributions |
Private Operating Foundations PrivateOperatingFoundations
| Field | Value | IRS element (for citing) |
|---|---|---|
| Date Of Ruling | 2004-09-16 | DateOfRuling |
| Section4942j3 | X | Section4942j3 |
Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 0 | CurrentYear |
| Year1 | 0 | Year1 |
| Year2 | 0 | Year2 |
| Year3 | 0 | Year3 |
| Total | 0 | Total |
Percent85 Of Lessor Percent85OfLessor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 0 | CurrentYear |
| Year1 | 0 | Year1 |
| Year2 | 0 | Year2 |
| Year3 | 0 | Year3 |
| Total | 0 | Total |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 868380 | CurrentYear |
| Year1 | 737745 | Year1 |
| Year2 | 505280 | Year2 |
| Year3 | 427626 | Year3 |
| Total | 2539031 | Total |
Qlfy Distri Not Used Directly QlfyDistriNotUsedDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 0 | CurrentYear |
| Year1 | 0 | Year1 |
| Year2 | 0 | Year2 |
| Year3 | 0 | Year3 |
| Total | 0 | Total |
Qlfy Distri Made Directly QlfyDistriMadeDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 868380 | CurrentYear |
| Year1 | 737745 | Year1 |
| Year2 | 505280 | Year2 |
| Year3 | 427626 | Year3 |
| Total | 2539031 | Total |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 14447680 | CurrentYear |
| Year1 | 16328215 | Year1 |
| Year2 | 15984993 | Year2 |
| Year3 | 248744 | Year3 |
| Total | 47009632 | Total |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3Bi
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 14447680 | CurrentYear |
| Year1 | 16328215 | Year1 |
| Year2 | 15984993 | Year2 |
| Year3 | 248744 | Year3 |
| Total | 47009632 | Total |
Two Thirds Min Invst Return TwoThirdsMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Support TotalSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Public Support PublicSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Largest Support From EO LargestSupportFromEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Gross Investment Income GrossInvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAWLING COMMUNITY FOUNDATION | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 657 | AddressLine1 |
| City | PAWLING | City |
| State | NY | State |
| ZIP Code | 12564 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | DONEE | RecipientRelationship |
| Recipient Foundation Status | PUBLIC CHARITY | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | UNRESTRICTED | PurposeOfGrantOrContribution |
| Amount | $100 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 100 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Program Service Revenue Part VII ProgramServiceRevenuePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEES FROM THE ADOPTION OF RESCUED HORSES | Description |
| Related Or Exempt Function Income | 3915 | RelatedOrExemptFunctionIncome |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL TAX REFUND | Description |
| Related Or Exempt Function Income | 2044 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $0 | ExclusionAmount |
| Related Or Exempt Function Income | 5959 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 5959 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1A | LineNumber |
| Relationship Statement | LINE 1A - A PRINCIPAL CHARITABLE ACTIVITY OF THE ORGANIZATION IS THE PURCHASE OF HORSES THAT OTHERWISE WOULD BE SLAUGHTERED FOR HUMAN CONSUMPTION. THE ORGANIZATION WORKS TO RESTORE THESE HORSES TO HEALTH AND THEN PLACES THEM WITH RESPONSIBLE INDIVIDUALS WHO PAY ADOPTION FEES TO THE ORGANIZATION FOR THE HORSES. THE HORSES ARE PLACED FOR ADOPTION UNDER LEASES THAT ALLOW THE ORGANIZATION TO RECOVER THE HORSE IF IT IS MISTREATED | RelationshipStatement |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (3 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | NONNA'S GARDEN-A PRIVATE FOUNDATION | 17-20 WHITESTONE EXPRESSWAY SUITE 4 | WHITESTONE | NY | 11357 | 10000 | X | |
| 2 | MARTHA CLARKE | 21 SPRING LAKE ROAD | SHERMAN | CT | 06784 | 5450 | X | X |
| 3 | THOROUGHBRED CHARITIES OF AMERICA | PO BOX 910668 | LEXINGTON | KY | 40591 | 9000 | X |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 2 | ContributorNumberFromPartI |
| Noncash Property Description | WASHER AND DRYER | NoncashPropertyDescription |
| Fair Market Value | 450 | FairMarketValue |
| Date Received | 2011-03-15 | DateReceived |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (43 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Prior Years DepreciationPriorYearsDepreciation | Computation MethodComputationMethod | LifeLife | Current Year ExpenseCurrentYearExpense | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|---|---|---|---|---|
| IMPROVEMENTS-BARNS | 2006-08-31 | 34978 | 9612 | 150DB | 20.000000000000 | 1902 | 0 | 1749 |
| TRUCK | 2006-08-31 | 5000 | 4521 | 200DB | 5.000000000000 | 479 | 0 | 479 |
| IMPROVEMENTS-LAND | 2006-08-31 | 8372 | 2949 | 150DB | 15.000000000000 | 542 | 0 | 558 |
| WEEDEATER | 2007-06-27 | 300 | 159 | 150DB | 7.000000000000 | 36 | 0 | 43 |
| NEW ROAD | 2007-07-31 | 18245 | 5111 | 150DB | 15.000000000000 | 1313 | 0 | 1216 |
| FENCING | 2006-09-22 | 2172 | 1346 | 150DB | 7.000000000000 | 264 | 0 | 310 |
| ROAD IMPROVEMENTS | 2007-04-28 | 5812 | 1734 | 150DB | 15.000000000000 | 408 | 0 | 387 |
| LAND IMPROVEMENTS-TREES | 2007-09-11 | 17030 | 3926 | 150DB | 15.000000000000 | 1310 | 0 | 1310 |
| REFRIGERATOR | 2008-07-31 | 529 | 238 | 150DB | 7.000000000000 | 65 | 0 | 65 |
| EQUIPMENT | 2008-05-15 | 2600 | 1167 | 150DB | 7.000000000000 | 318 | 0 | 318 |
| GATE | 2007-12-27 | 145 | 66 | 150DB | 7.000000000000 | 18 | 0 | 18 |
| BUILDING IMPROVEMENTS | 2008-01-30 | 2200 | 389 | 150DB | 20.000000000000 | 136 | 0 | 136 |
| LAND IMPROVEMENTS-WATERERS FOR HORSES | 2008-03-06 | 17626 | 4063 | 150DB | 15.000000000000 | 1356 | 0 | 1356 |
| SHED-WATER TANK | 2007-12-12 | 5726 | 1010 | 150DB | 20.000000000000 | 354 | 0 | 354 |
| BARN DOORS | 2008-02-26 | 5095 | 899 | 150DB | 20.000000000000 | 315 | 0 | 315 |
| BARN ROOF | 2008-08-27 | 18352 | 3238 | 150DB | 20.000000000000 | 1134 | 0 | 1134 |
| BARN IMPROVEMENT-BATHROOM | 2008-09-11 | 909 | 100 | 150DB | 20.000000000000 | 61 | 0 | 45 |
| LAND IMPROVEMENT | 2008-09-08 | 343 | 50 | 150DB | 15.000000000000 | 29 | 0 | 23 |
| LAND IMPROVEMENT-WATERERS | 2008-12-18 | 7514 | 1090 | 150DB | 15.000000000000 | 642 | 0 | 501 |
| LAND IMPROVEMENT-WATER PUMP AND WELL LINE | 2009-03-09 | 2305 | 334 | 150DB | 15.000000000000 | 197 | 0 | 154 |
| BUILDING IMPROVEMENTS-ROOF | 2008-09-30 | 2995 | 328 | 150DB | 20.000000000000 | 200 | 0 | 150 |
| LAND IMPROVEMENT-WATERERS | 2009-03-31 | 6736 | 977 | 150DB | 15.000000000000 | 576 | 0 | 449 |
| LAND IMPROVEMENT-ROAD | 2009-05-20 | 2568 | 372 | 150DB | 15.000000000000 | 220 | 0 | 171 |
| CHAZEN PROPERTY | 2008-09-06 | 225000 | L | 0 | 0 | 0 | ||
| LAND -JOHNSON PROPERTY | 2008-09-06 | 225000 | L | 0 | 0 | 0 | ||
| HOUSE-JOHNSON PROPERTY | 2008-09-06 | 325000 | 35649 | 150DB | 20.000000000000 | 21701 | 0 | 16250 |
| LAND-MIDDLE FARM WEST | 2008-09-06 | 3750000 | L | 0 | 0 | 0 | ||
| TENANT HOUSE | 2008-09-06 | 500000 | 54844 | 150DB | 20.000000000000 | 33387 | 0 | 25000 |
| OLD HAY BARN WITH APARTMENT | 2008-09-06 | 525000 | 57586 | 150DB | 20.000000000000 | 35056 | 0 | 26250 |
| HORSE BARN | 2008-09-06 | 465000 | 51005 | 150DB | 20.000000000000 | 31050 | 0 | 23250 |
| HORSE BARN | 2008-09-06 | 600000 | 65813 | 150DB | 20.000000000000 | 40064 | 0 | 30000 |
| HORSE BARN | 2008-09-06 | 535000 | 58683 | 150DB | 20.000000000000 | 35724 | 0 | 26750 |
| HORSE BARN WITH LOFT | 2008-09-06 | 700000 | 76781 | 150DB | 20.000000000000 | 46741 | 0 | 35000 |
| TRUCK | 2010-01-14 | 15600 | 3120 | 200DB | 5.000000000000 | 4992 | 0 | 3120 |
| LAND IMPROVEMENT-ROAD | 2009-10-07 | 51822 | 2591 | 150DB | 15.000000000000 | 4923 | 0 | 3455 |
| IMPROVEMENTS- ROOF | 2009-10-27 | 16189 | 607 | 150DB | 20.000000000000 | 1169 | 0 | 809 |
| EQUIPMENT-CHAIN HARROW | 2010-04-12 | 500 | 54 | 150DB | 7.000000000000 | 96 | 0 | 71 |
| EQUIPMENT-WEED TRIMMER | 2010-05-29 | 300 | 32 | 150DB | 7.000000000000 | 57 | 0 | 43 |
| AUTO | 2010-06-21 | 800 | 160 | 200DB | 5.000000000000 | 256 | 0 | 160 |
| EQUIPMENT-WATER PUMP & TANK | 2011-01-07 | 3300 | 150DB | 7.000000000000 | 354 | 0 | 314 | |
| LAND IMPROVEMENT-ROAD | 2011-07-29 | 6641 | 150DB | 15.000000000000 | 332 | 0 | 37 | |
| LAND IMPROVEMENT-ROAD | 2011-04-27 | 7266 | 150DB | 15.000000000000 | 363 | 0 | 161 | |
| EQUIPMENT-WASHER & DRYER | 2011-03-15 | 450 | 150DB | 7.000000000000 | 48 | 0 | 32 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT IN SAN ROQUE INC | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 1704221 | BookValue |
| EOYFMV | 1704221 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (43 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|---|
| IMPROVEMENTS-BARNS | 34978 | 11514 | 23464 | 0 |
| TRUCK | 5000 | 5000 | 0 | |
| IMPROVEMENTS-LAND | 8372 | 3491 | 4881 | 0 |
| WEEDEATER | 300 | 195 | 105 | 0 |
| NEW ROAD | 18245 | 6424 | 11821 | 0 |
| FENCING | 2172 | 1610 | 562 | 0 |
| ROAD IMPROVEMENTS | 5812 | 2142 | 3670 | 0 |
| LAND IMPROVEMENTS-TREES | 17030 | 5236 | 11794 | 0 |
| REFRIGERATOR | 529 | 303 | 226 | 0 |
| EQUIPMENT | 2600 | 1485 | 1115 | 0 |
| GATE | 145 | 84 | 61 | 0 |
| BUILDING IMPROVEMENTS | 2200 | 525 | 1675 | 0 |
| LAND IMPROVEMENTS-WATERERS FOR HORSES | 17626 | 5419 | 12207 | 0 |
| SHED-WATER TANK | 5726 | 1364 | 4362 | 0 |
| BARN DOORS | 5095 | 1214 | 3881 | 0 |
| BARN ROOF | 18352 | 4372 | 13980 | 0 |
| BARN IMPROVEMENT-BATHROOM | 909 | 161 | 748 | 0 |
| LAND IMPROVEMENT | 343 | 79 | 264 | 0 |
| LAND IMPROVEMENT-WATERERS | 7514 | 1732 | 5782 | 0 |
| LAND IMPROVEMENT-WATER PUMP AND WELL LINE | 2305 | 531 | 1774 | 0 |
| BUILDING IMPROVEMENTS-ROOF | 2995 | 528 | 2467 | 0 |
| LAND IMPROVEMENT-WATERERS | 6736 | 1553 | 5183 | 0 |
| LAND IMPROVEMENT-ROAD | 2568 | 592 | 1976 | 0 |
| CHAZEN PROPERTY | 225000 | 0 | 225000 | 0 |
| LAND -JOHNSON PROPERTY | 225000 | 0 | 225000 | 0 |
| HOUSE-JOHNSON PROPERTY | 325000 | 57350 | 267650 | 0 |
| LAND-MIDDLE FARM WEST | 3750000 | 0 | 3750000 | 0 |
| TENANT HOUSE | 500000 | 88231 | 411769 | 0 |
| OLD HAY BARN WITH APARTMENT | 525000 | 92642 | 432358 | 0 |
| HORSE BARN | 465000 | 82055 | 382945 | 0 |
| HORSE BARN | 600000 | 105877 | 494123 | 0 |
| HORSE BARN | 535000 | 94407 | 440593 | 0 |
| HORSE BARN WITH LOFT | 700000 | 123522 | 576478 | 0 |
| TRUCK | 15600 | 8112 | 7488 | 0 |
| LAND IMPROVEMENT-ROAD | 51822 | 7514 | 44308 | 0 |
| IMPROVEMENTS- ROOF | 16189 | 1776 | 14413 | 0 |
| EQUIPMENT-CHAIN HARROW | 500 | 150 | 350 | 0 |
| EQUIPMENT-WEED TRIMMER | 300 | 89 | 211 | 0 |
| AUTO | 800 | 416 | 384 | 0 |
| EQUIPMENT-WATER PUMP & TANK | 3300 | 354 | 2946 | 0 |
| LAND IMPROVEMENT-ROAD | 6641 | 332 | 6309 | 0 |
| LAND IMPROVEMENT-ROAD | 7266 | 363 | 6903 | 0 |
| EQUIPMENT-WASHER & DRYER | 450 | 48 | 402 | 0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RECEIVABLE-ESTATE OF JOHN HETTINGER | Description |
| BOY Book Value | 5874730 | BOYBookValue |
| EOY Book Value | 5297331 | EOYBookValue |
| EOYFMV | 5297331 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (20 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| BANK CHARGES | 799 | 0 | 0 | 799 |
| FEES | 1114 | 0 | 0 | 1114 |
| HORSE BURIAL | 750 | 0 | 0 | 750 |
| HAY | 122999 | 0 | 0 | 122999 |
| STABLE EXPENSES | 3786 | 0 | 0 | 3786 |
| UTILITIES | 39951 | 0 | 0 | 39951 |
| REPAIRS AND MAINTENANCE | 49982 | 0 | 0 | 49982 |
| VANNING CHARGES-HORSE RESCUE | 8395 | 0 | 0 | 8395 |
| FEED SUPPLIES | 115799 | 0 | 0 | 115799 |
| VETERINARY EXPENSES | 31763 | 0 | 0 | 31763 |
| BLACKSMITH | 14585 | 0 | 0 | 14585 |
| BOARD EXPENSES | 15937 | 0 | 0 | 15937 |
| EXPENSES ALLOCATED TO ADJUSTED NET INCOME | 0 | 0 | 5873 | -5873 |
| OFFICE AND PRINTING | 6501 | 0 | 0 | 6501 |
| INSURANCE | 65049 | 0 | 0 | 65049 |
| OPEN HOUSE EXPENSE | 3919 | 0 | 0 | 3919 |
| MISCELLANEOUS | 1131 | 0 | 0 | 1131 |
| ACCOUNTING FEES | 4200 | 0 | 0 | 4200 |
| HORSE SHOW EXPENSES | 2071 | 0 | 0 | 2071 |
| LEGAL FEES | 6744 | 0 | 0 | 6744 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|
| FEES FROM THE ADOPTION OF RESCUED HORSES | 3915 | 3915 |
| FEDERAL TAX REFUND | 2044 | 2044 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ROUNDING | Description |
| Amount | $5 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PAYROLL TAXES PAYABLE | Description |
| BOY Book Value | 3460 | BOYBookValue |
| EOY Book Value | 4053 | EOYBookValue |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| STATE TAXES | $268 | 0 | 0 | 268 |
| PAYROLL TAXES | $22,765 | 0 | 0 | 22765 |
| REAL ESTATE TAXES | $101,600 | 0 | 0 | 101600 |
Comments