CHARLEIGH CHARITABLE TRUST: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CHARLEIGH CHARITABLE TRUST (EIN 46-3376803)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-15
- IRS object ID
- 202621359349103527
- Schema version
- 2024v5.2
- 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
- Depreciation Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T11:52:34-07:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135553617 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Loewenwarter & Co LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Old Country Road Suite 274 | AddressLine1Txt |
| City | Mineola | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463376803 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Charleigh Charitable Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 5167399777 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 OLD COUNTRY RD 274 | AddressLine1Txt |
| City | MINEOLA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11501 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Charles Merinoff | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | William Kolbert | PreparerPersonNm |
| PTIN | P01021918 | PTIN |
| Phone | 5167399777 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,642,718 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $6 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,497 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,497 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,497 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $602,908 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,020,184 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $602,908 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $47,778 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $2,294,907 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $604,411 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,503 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $300,684 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $300,684 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,291 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $423 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $423 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,236 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $6,722 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $4,041 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $515,021 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $407,182 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $836,418 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $423 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $707,866 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $619,766 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $619,766 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,456,184 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $423 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,327,632 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $838,723 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $603,988 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,503 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $154,718 | CashBOYAmt |
| Cash EOY | $162,517 | CashEOYAmt |
| Other Investments BOY | $45,729 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $316,648 | OtherInvestmentsEOYAmt |
| Land Bldg Equip Cost Or Other Bss | $134,664 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $13,415 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $127,971 | LandBOYAmt |
| Land EOY | $121,249 | LandEOYAmt |
| Other Assets BOY | $1,719 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,727 | OtherAssetsEOYAmt |
| Total Assets BOY | $330,137 | TotalAssetsBOYAmt |
| Total Assets EOY | $602,141 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $330,137 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $602,141 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $330,137 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $602,141 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $330,137 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $602,141 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $330,137 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $838,723 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,168,860 | SubtotalAmt |
| Other Decreases | $566,719 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $602,141 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| various Charles Schwab - 4197 - ST-Covered | P | 2025-01-01 | 2025-06-30 | $47,419 | $49,949 | -$2,530 | -$2,530 |
| various Charles Schwab - 4197 - LT - (jan-june) | P | 2001-01-01 | 2025-06-30 | $972,765 | $367,327 | $605,438 | $605,438 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $602,908 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,530 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,395 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,395 | SubtotalAmt |
| Tax Based On Investment Income | $8,395 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,937 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $7,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $9,937 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2 | EsPenaltyAmt |
| Overpayment | $1,540 | OverpaymentAmt |
| Applied To ES Tax | $1,540 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNEST D LOEWENWARTER & CO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5167399777 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 OLD COUNTRY ROAD SUITE 274 | AddressLine1Txt |
| City | MINEOLA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES MERINOFF | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 OLD COUNTRY ROAD STE 274 | AddressLine1Txt |
| City | MINEOLA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | COO | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $8,395 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,395 | TotalTaxAmt |
| Distributable Before Adj | $8,395 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $8,395 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,327,632 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,327,632 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $330,367 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,154,135 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,258,664 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,199,921 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,357,965 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,301,052 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,327,632 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $1,327,632 | RemainingDistriFromCorpusAmt |
| Total Corpus | $6,628,684 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $330,367 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,298,317 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,154,135 | ExcessFromYear4Amt |
| Excess From Year3 | $1,258,664 | ExcessFromYear3Amt |
| Excess From Year2 | $1,199,921 | ExcessFromYear2Amt |
| Excess From Year1 | $1,357,965 | ExcessFromYear1Amt |
| Excess From Current Year | $1,327,632 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHARLES MERINOFF | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (57 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLISTEAD MANOR INC | ||||||||||||
| 1899 NIAGARA STREET | WINDSOR | ONTARIO | CA | N8H1K3 | NONE | TO MAINTAIN THE WILLISTEAD MANOR | $25,000 | |||||
| WEST RIVER COMMUNITY PROJECT | ||||||||||||
| NONE | SUPPORT LOCAL AGRICULTURAL ECONOMIC AND SOCIAL ACTIVITIES | $130,527 | 6573 VT 30 | WEST TOWNSHEND | VT | 05359 | NC | |||||
| BRIDGES OUTREACH INC | ||||||||||||
| NONE | REACHES OUT TO HOMELESS IN NYC | $100 | PO BOX 1444 | SUMMIT | NJ | 07902 | ||||||
| CHESTER AGRICULTURE CENTER | ||||||||||||
| NONE | SUPPORT LOCAL AGRICULTURAL ECONOMIC AND SOCIAL ACTIVITIES | $10,000 | 50 OGDEN DRIVE | MOUNTAINVILLE | NY | 10953 | ||||||
| CHILDREN'S HEALTH DEFENSE | ||||||||||||
| NONE | Its mission is to end childhood health epidemics by working aggressively to eliminate harmful exposures, hold those responsible accountable, and to establish safeguards to prevent future harm. | $42,500 | 1227 N PEACHTREE PARKWAY | PEACHTREE CITY | GA | 30269 | ||||||
| EAST HAMPTON FIRE DEPARTMENT | ||||||||||||
| NONE | PUBLIC SAFTEY | $250 | 1 CEDAR STREET | EAST HAMPTON | NY | 11954 | ||||||
| EAST HAMPTON POLICE BENEVOLENT | ||||||||||||
| NONE | PUBLIC SAFTEY | $250 | PO BOX 1035 | EAST HAMPTON | NY | 11937 | ||||||
| WESTON A PRICE FOUNDATION | ||||||||||||
| NONE | The Foundation is dedicated to restoring nutrient-dense foods to the human diet through education, research and activism. | $32,500 | 4200 WISCONSIN AVENUE | WASHINGTON | DC | 20016 | ||||||
| JOSEPHINE PORTER INSTITUTE | ||||||||||||
| NONE | through biodynamic preparations, education and research, and to build a dynamic integrated network so our legacy is accessible to all future generations. | $250 | 652 THOMPSON RD | FLOYD | VA | 24091 | ||||||
| LONDONDERRY VOLUNTEER RESCUE SQUAD | ||||||||||||
| NONE | PUBLIC SAFTEY | $500 | 6068 VERMONT RTE 100 | LONDONDERRY | VT | 05148 | ||||||
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||||||
| NONE | MSAA is a resource for the MS community, improving lives through vital services & support. | $15,000 | 733 3RD AVE | NEW YORK | NY | 10017 | ||||||
| NOFA VT | ||||||||||||
| NONE | build an economically viable, ecologically sound and socially just Vermont agricultural system that benefits all living things. | $25,000 | PO BOX 697 | RICHMOND | VT | 05477 | ||||||
| THE TOWNSHEND COMMUNITY FOOD SHELF | ||||||||||||
| NONE | volunteer run community food shelf offering supplemental food assistance to all people in need. | $100 | 46 COMMON RD | TOWNSHEND | VT | 05353 | ||||||
| TOWNSHEND VOLUNTEER FIRE DEPARTMENT | ||||||||||||
| NONE | PUBLIC SAFETY | $100 | TOWNSHEND | TOWNSHEND | VT | 05353 | ||||||
| WINDHAM VOLUNTEER FIRE COMPANY | ||||||||||||
| NONE | PUBLIC SAFETY | $250 | 290 WHITE RD | WINDHAM | VT | 05143 | ||||||
| WWOOF-USA | ||||||||||||
| NONE | ORGANIC FARMING | $100 | CALIFORNIA | CALIFORNIA | CA | 90000 | ||||||
| VT DIGGER | ||||||||||||
| NONE | COMMUNITY OUTREACH | $100 | 26 State Street Suite 8 | Montpelier | VT | 05602 | ||||||
| FLORIDA AM ALUMNI ASS OF PALM BEACH | ||||||||||||
| NONE | Celebrate our rich heritage | $20,000 | PO Box 7351 | Tallahassee | FL | 32314 | ||||||
| FOUNDATION FIGHTING BLINDNESS | ||||||||||||
| NONE | treatments and cures for people affected by retinitis pigmentosa, macular degeneration, Usher syndrome and the entire spectrum of retinal degenerative diseases. | $1,000 | 6925 Oakland Mills Road 701 | COLUMBIA | MD | 21045 | ||||||
| HEALTH FREEDOM DEFENSE FUND | ||||||||||||
| NONE | bodily autonomy | $15,000 | 220 East Ave Ste 169 | Ketchum | ID | 83340 | ||||||
| HOSPITAL FOR SPECIAL SURGERY | ||||||||||||
| NONE | orthopedics | $16,420 | 535 East 70th Street | NEW YORK | NY | 10021 | ||||||
| HURU INTERNATIONAL | ||||||||||||
| NONE | fighting period poverty and empowering girls in East Africa | $7,500 | 15 W 26th St | NEW YORK | NY | 10010 | ||||||
| MAKE-A-WISH METRO NEW YORK | ||||||||||||
| NONE | create life-changing wishes for children with critical illnesses. | $5,000 | 500 5th Avenue | NEW YORK | NY | 10110 | ||||||
| NICHOLAS PEDONE FOUNDATION | ||||||||||||
| NONE | kids fighting cancer & encourage them to always Fight Hard Smile Big with hope, love, and endurance! | $5,000 | PO BOX 330 | GLEN COVE | NY | 11542 | ||||||
| THURGOOD MARSHALL COLLEGE FUND | ||||||||||||
| NONE | supports and represents nearly 300,000 students | $30,000 | 901 F St NW STE 700 | Washington | DC | 20004 | ||||||
| VERMONT LAND TRUST | ||||||||||||
| NONE | protect farms, forests, and community places. | $100 | 8 Bailey Ave | Montpelier | VT | 05602 | ||||||
| AMERICAN CANCER SOCIETY | ||||||||||||
| NONE | The mission of the American Cancer Society is to improve the lives of people with cancer and their families through advocacy, research, and patient support, to ensure everyone has an opportunity to prevent, detect, treat, and survive cancer. | $10,000 | 270 Peachtree St NW Suite 1300 | Atlanta | GA | 30303 | ||||||
| COMMON ROOTS | ||||||||||||
| NONE | When Bert and Christian began envisioning a community brewery, they established some core values: healthy living, environmental sustainability, social responsibility, and inclusiveness. The Common Roots Brewing Company was founded on that ethos, and along with great beer, it was the reason the company thrived locally in South Glens Falls, as well as amongst the craft beer community at large. While a formalized nonprofit was always part of Common Roots master plan, it really came to life after the fire. The Webers vowed to repay the community, and in 2020 they founded the Common Roots Foundation, with a mission to assist the community in times of need, support community wellness, and promote environmental stewardship. | $20,000 | 58 Saratoga Ave | South Glens Falls | NY | 12803 | ||||||
| FOOD CONNECTS | ||||||||||||
| NONE | We believe that transforming the food system requires the direct engagement and empowerment of all of us. We work to be a leader in strengthening the movement for community-based food systems throughout New England, building healthy families, thriving farms, and connected communities as we progress. | $50,000 | 22 BROWNE COURT | BRATTLEBORO | VT | 05301 | ||||||
| FOOD FREEDOM FOUNDATION | ||||||||||||
| NONE | Food Freedom Foundation is committed to building an inclusive food system that is fair to farmers and consumers. | $10,000 | 705 Fairview Forest Drive | Fairview | NC | 28730 | ||||||
| GRACE COTTAGE FOUNDATION | ||||||||||||
| NONE | To serve the healthcare needs of our community; to promote wellness, relieve suffering, and restore health. | $10,000 | PO Box 1 | Townshend | VT | 05353 | ||||||
| MOUNT VERNON LADIES ASS OF THE UNIO | ||||||||||||
| NONE | The mission of the Mount Vernon Ladies Association is to preserve, restore, and manage the estate of George Washington to the highest standards and to educate visitors and people throughout the world about the life and legacies of George Washington, so that his example of character and leadership will continue to inform and inspire future generations. | $4,000 | 3200 Mount Vernon Memorial Highway | Mount Vernon | VA | 22121 | ||||||
| SOJOURNS COMMUNITY HEALTH CLINIC | ||||||||||||
| NONE | Our commitment to health access, regardless of socioeconomic status, is why we take time to listen to patients and collaborate across disciplines (primary care, naturopathic care, physical therapy, chiropractic, and acupuncture); educate colleagues and patients in complementary approaches to wellness; and reach a broader array of patients by working with insurance companies. | $5,000 | 4923 US-5 | Westminster | VT | 05158 | ||||||
| VERMONT ACADEMY | ||||||||||||
| NONE | Students thrive in opportunities that enable them to express the complexity and sophistication of their inner selves and inner lives. Our students understand what it means to go beyond Gladwell's theory, because practice skills must be accompanied by cultivated flexibility and scrappy problem-solving in the moment. Vermont Academy is a community of scholars and athletes, scientists and writers, artists and engineers who show us every day that cultivating passions and interests is just as important as self-awareness about how we learn and work. | $10,000 | 10 Long Walk PO Box 500 | Saxtons River | VT | 05154 | ||||||
| VERMONT SHERIFFS ASSOCIATION | ||||||||||||
| NONE | As a citizen, you can depend on your Sheriff's Department to help make a community that's safe and trouble free. But to be truly effective, a Sheriff's Department depends on your cooperation and involvement. Crime and accidents result in the great costs of lives, money, and pain. The Sheriff's Department is working hard to protect you from these dangers. Sheriff's Departments around the State are actively involved in Neighborhood Watch, D.A.R.E., Elderly Assistance and a host of other crime prevention projects. | $100 | PO Box 4466 | Bennington | VT | 05201 | ||||||
| LEAVE IT BETTER FOUNDATION | ||||||||||||
| CHARITABLE | reGeneration Educational Program, youth empowerment, food justice, farming, mobilizing, sustainabilty, grassroots organizing, activism, civic engagement, nutrition, health, farmers' markets, environmental stewardship, food & environmental policy. | $15,000 | New York | New York | NY | 10010 | ||||||
| NATIONAL VACCINE INFORMATION CENTER | ||||||||||||
| CHARITABLE | dedicated to preventing vaccine injuries and deaths through public education and advocating for informed consent protections in medical policies and public health laws. | $250 | 21525 Ridgetop Circle Suite 100 | Sterling | VA | 20166 | ||||||
| WHOLESOME WAVE | ||||||||||||
| CHARITABLE | to end food and nutrition insecurity by making nutritious produce available and affordable to all, especially those in historically underserved communities. | $33,333 | PO Box 3968 | Bridgeport | CT | 06605 | ||||||
| USA for UNFPA | ||||||||||||
| CHARITABLE | United Nations sexual and reproductive health and rights agency, is dedicated to creating a world where every pregnancy is wanted, every childbirth is safe, and every woman and girl can reach her fullest potential. At USA for UNFPA, we work with Americans to raise awareness and funding for this lifesaving mission, so women and girls can access the care they deserve no matter what. | $15,000 | 605 3rd Ave 4th floor | New York | NY | 10158 | ||||||
| BELLE ISLE CONSERVANCY | ||||||||||||
| NONE | To protect, preserve, and enhance Belle Isles natural beauty, historic structures, and unique character for the enjoyment of all, in every season, from sunrise to sunset. | $5,000 | 300 RIVER PLACE DR STE 2800 | DETROIT | MI | 48207 | ||||||
| CAJUN NAVY RELIEF FUND | ||||||||||||
| NONE | Help saving lives through immediate, on-the-ground search and rescue (SAR) and relief efforts during natural disasters | $1,015 | 10134 HAMMERLY BLVD STE 137 | HOUSTON | TX | 77080 | ||||||
| CHICAGO BLACKHAWKS FOUNDATION | ||||||||||||
| NONE | Drive impact and purpose by building authentic, community-based partnerships across the region; investing in and delivering meaningful programs | $5,000 | 1901 W MADISON ST | CHICAGO | IL | 60612 | ||||||
| CULINARY INSTITUTE OF AMERICA | ||||||||||||
| NONE | Promote culinary education | $2,500 | 1946 CAMPUS DRIVE | HYDE PARK | NY | 12538 | ||||||
| DETROIT ZOOLOGICAL SOCIETY | ||||||||||||
| NONE | To create meaningful connections between people, animals, and the natural world so all can thrive | $5,000 | 8450 W 10 MILE RD STE 1 | ROYAL OAK | MI | 48067 | ||||||
| DOOR TO FREEDOM | ||||||||||||
| NONE | To provide safe places for survivors of sex trafficking to experience a transformed life. | $6,000 | 1605 CENTRAL AVE STE 6 315 | SUMMERVILLE | SC | 29483 | ||||||
| DUBOIS COUNTY MUSEUM | ||||||||||||
| noi | Support mission to collect, preserve, and interpret the local history, heritage, and artifacts of Dubois County, Indiana, while providing education to the general public | $1,000 | 2704 N Newton St | JASPER | IN | 47546 | ||||||
| FIRST BAPTIST CHURCH ROAN MOUNTAIN | ||||||||||||
| NONE | Support mission pursuing the glory of God, growing in His Word, and cultivating gospel-driven community | $500 | 8498 US-19E | ROAN MOUNTAIN | TN | 37687 | ||||||
| FLCCC ALLIANCE | ||||||||||||
| NONE | Support mission centered on providing "Honest Medicine" that prioritizes patients over profits | $700 | 2001 L ST NW SUITE 500 | WASHINGTON | DC | 20036 | ||||||
| MERCY CHEFS | ||||||||||||
| NONE | To support mission to just go feed people | $500 | 711 WASHINGTON STREET | PORTSMOUTH | VA | 23704 | ||||||
| NOONDAY FARM INC | ||||||||||||
| NONE | Support mission of fighting hunger and building a better world through sustainable, organic farming | $250 | 96 WINDSOR ROAD | WINCHENDON | MA | 01475 | ||||||
| OPERATION AIRDROP | ||||||||||||
| NONE | To support mission that mobilizes private pilots and volunteers to deliver essential, life-sustaining supplies to communities cut off by natural disasters | $515 | 1226 COUNTRY ROAD 4380 | DECATUR | TX | 76234 | ||||||
| SLOW MONEY INSTITUTE | ||||||||||||
| NONE | To support mission to catalyze the flow of capital to local food systems, connecting investors to their local communities to foster nonviolence, health, and economic resilience | $1,000 | 1035 PEARL STREET UNIT 424 | BOULDER | CO | 80302 | ||||||
| SOL WEST FOUNDATION | ||||||||||||
| NONE | Support leaders in food and nutrition to provide the most nutritious meals possible for those they feed | $10,000 | 494 CAMINO MANZANAS | THOUSAND OAKS | CA | 91360 | ||||||
| TERRY FUND | ||||||||||||
| NONE | To support the firefighters and their families who continue to serve | $3,000 | 510 GRUMMAN RD W | BETHPAGE | NY | 11714 | ||||||
| THE DREAM SCHOOL FOUNDATION | ||||||||||||
| NONE | To support the mission to ensure the right to quality, equitable education and holistic development for children from disadvantaged socio-economic backgrounds | $1,500 | 18725 W CAVENDISH DR | CASTRO VALLEY | CA | 94552 | ||||||
| UJA-FEDERATION OF NY | ||||||||||||
| NONE | To support mission to strengthen Jewish communities locally and globally, support those in need, combats antisemitism, and responds to global crises | $10,000 | 130 EAST 59TH STREET | NEW YORK | NY | 10022 | ||||||
| WORLD CENTRAL KITCHEN | ||||||||||||
| NONE | To support mission of providing meals in response to humanitarian, climate, and community crises | $1,056 | PO BOX 96538 | WASHINGTON | DC | 20090 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $619,766 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AGROLIVING PROGRAM INCOME | Desc |
| Related Or Exempt Function Incm | $47,778 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $6 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,497 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $602,908 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $652,189 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $652,189 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1a | LineNumberTxt |
| Relationship Statement | Teaching students & providing classes to educate them on biodiversity and homesteading. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | CHARLES MERINOFF | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 OLD COUNTRY RD SUITE 274 | AddressLine1Txt |
| City | MINEOLA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,642,718 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $907,718 | FairMarketValueAmt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accountin fees | CategoryTxt |
| Amt | $4,291 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| Leasehold Imporvements | 2023-01-01 | $50,000 | $5,000 | SL | 0.0667 | $3,335 |
| Leasehold Imporvements | 2024-01-01 | $84,664 | $1,693 | SL | 0.0400 | $3,387 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Improvements | CategoryOrItemTxt |
| Cost Or Other Basis | $134,664 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $13,415 | AccumulatedDepreciationAmt |
| Book Value | $121,249 | BookValueAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MSOA FAMILY OFFICE LLC | Desc |
| BOY Book Value | $1,719 | BOYBookValueAmt |
| EOY Book Value | $1,727 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (36 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| ANIMAL FEED | $8,418 | $8,418 |
| ANIMAL SUPPLIES | $718 | $718 |
| BANK CHARGES | $775 | $775 |
| BEE SUPPLIES | $11,972 | $11,972 |
| BUTCHER SHOP | $466 | $466 |
| CERAMIC SHOP | $5,349 | $5,349 |
| CHIMNEY MAINTENCE | $740 | |
| COMPUTER AND INTERNET | $5,640 | $5,640 |
| DAIRY SUPPLIES | $93 | $93 |
| DUES & SUBSCRIPTIONS | $139 | $139 |
| EDUCATIONAL RESEARCH | $909 | $909 |
| EMPLOYER PAYROLL TAXES | $86,473 | $86,473 |
| FARM GROCERIES | $13,917 | $13,917 |
| FARM SUPPLIES | $25,037 | $25,037 |
| FARM VEHICLE EXPENSES | $13,317 | $13,317 |
| FIREWOOD | $1,800 | $1,800 |
| GARBAGE REMOVAL | $3,594 | |
| GIFT | $397 | $397 |
| GRAPHIC DESIGN | $2,322 | $3,558 |
| GRAPHIC DESIGN BADGES | $10,047 | $11,759 |
| HAY | $17,315 | $17,315 |
| HOUSEKEEPING | $11,100 | $11,100 |
| INSURANCE | $38,455 | |
| MISCELLANEOUS EXP | $2,393 | |
| OFFICE EXPENSES | $6,303 | |
| OUTREACH | $34,458 | $34,458 |
| PAYCHEX 401K | $1,381 | $1,381 |
| PAYROLL SERVICE FEES | $11,791 | $11,791 |
| PROPERTY TAXES | $14,971 | |
| REPAIR AND MAINTENANCE | $131,499 | $131,499 |
| SEEDS AND PLANTS | $1,822 | $1,822 |
| TOOLS AND EQUIPMENT | $1,186 | $1,186 |
| UTILITIES | $44,331 | |
| VETERINARIAN | $1,596 | $1,596 |
| YOUNG FARMER CAMP PROGRAM | $1,871 | $1,871 |
| YOUNG FARMER PROGRAM | $2,426 | $2,426 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AGROLIVING PROGRAM INCOME | Desc |
| Revenue And Expenses Per Books | $47,778 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | C.S. ADVISOR FEES | CategoryTxt |
| Amt | $423 | Amt |
| Net Investment Income | $423 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| INCOME TAX | $5,000 |
| SALES TAXES | $236 |
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