John J Fuchs Charitable Trust

990EZ • Fiscal year 2023 • EIN 11-6559097

Oct 01, 2022 to Sep 30, 2023 • Filed on Mar 28, 2024

Organization Profile N/A

Refreshing map…

96 Oakfield AvenueDix Hills, NY 11746

(516) 521-5139

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • NTEE T30 • <$500k nonprofits • Source year 2023

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

1032%

Higher net margin than 100% of similar nonprofits.

2023 filings • NTEE T30 • <$500k nonprofits • Source year 2023

Higher top officer pay than 92% of similar nonprofits.

2023 filings • NTEE T30 • <$500k nonprofits • Source year 2023

-31%

Faster asset growth than 17% of similar nonprofits.

2023 filings • NTEE T30 • <$500k nonprofits • Annualized from 2022 to 2023

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet

Liabilities / Assets72nd percentile

Assets

Down

$55,596

Down $24,892 (-31%) from 2022

Net Assets

Down

$55,596

Down $24,892 (-31%) from 2022

Liabilities

Flat

Flat from 2022

Revenue And Expenses

Liabilities / RevenueScore unavailable Net Margin100th percentile

Revenue

Down

-$2,411

Down $7,214 (-150%) from 2022

Expenses

$22,481

Up $11,846 (+111%) from 2022

Net Income

Down

-$24,892

Down $19,060 (-327%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2023

Assets$55,596

Liabilities$0

Net Assets$55,596

Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2023

Revenue-$2,411

Expenses$22,481

Net Income-$24,892

Open 2023 Filing

Jump To

Filing Snapshot

Filing Period: Oct 1, 2022 to Sep 30, 2023
Signed: Mar 28, 2024
Return Version: 2022v5.0
Gross Receipts: $18,266

Mission and Program Overview

Mission

PUBLIC CHARITY

Program Services

Description	Grants	Expenses
PROVIDE FUNDING FOR RELIGIOUS, CHARITABLE, SCIENTFIC, TESTING FOR PUBLIC SAFETY, LITERARY, EDUCATIONAL PURPOSES OR FOR THE PREVENTION OF CRUELTY TO CHILDREN AND ANIMALS WITHIN THE U.S. OR ITS POSSESSIONS AND SCHOLARSHIPS.	$0	$0

Compensation and Service Providers

Top Officer Pay92nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
JOHN J FUCHS	Trustee	-	$0	-	-
KEITH LINDBERG	Trustee	-	$0	-	-
FRED BURVENICH	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: John J Fuchs Charitable Trust
EIN: 11-6559097
Phone: 5165215139
Address: 96 OAKFIELD AVENUE, DIX HILLS, NY 11746

Signing Officer

Name: John J Fuchs
Title: Trustee
Phone: 5165215139
Signed: 2024-03-28
Discuss with paid preparer: Yes

Preparer

Firm: Novak Francella LLC
Address: 40 MONUMENT RD 5TH FLR, BALA CYNWYD, PA 19004
Preparer: Louis Verzella CPA
Phone: 6106689400

Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: dividend income. Amount: 478.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: sponsorship. Grantee name: various less than 5,000 each. Grantee relationship: none. Amount given: 13,530.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: sponsorship. Grantee name: island harvest. Grantee address: 126 spagnoli rd melville, ny 11747. Grantee relationship: none. Amount given: 6,250. Total included on form 990-ez, line 10: 19,780.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: investment management fees. Amount: 2,000. Description: state filing fees. Amount: 50. Total to form 990-ez, line 16: 2,050.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: investment jms account. Beg. Of year amount: 62,165. End of year amount: 48,936.”

Raw XML Appendix161 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path	#	Value
IRS990EZ/ActivitiesNotPreviouslyRptInd	0	0
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt	0	JOHN J FUCHS CHARITABLE TRUST
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	5165215139
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	96 OAKFIELD AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	DIX HILLS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	11746
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	18323
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	6660
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	0
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	167
IRS990EZ/CostOrOtherBasisExpenseSaleAmt	0	20677
IRS990EZ/DirectIndirectPltclExpendAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	0
IRS990EZ/EngagedInExcessBenefitTransInd	0	0
IRS990EZ/ExcessOrDeficitForYearAmt	0	-24892
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	651
IRS990EZ/FiledScheduleAInd	0	1
IRS990EZ/ForeignFinancialAccountInd	0	0
IRS990EZ/ForeignOfficeInd	0	0
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	80488
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	55596
IRS990EZ/GainOrLossFromSaleOfAssetsAmt	0	-3056
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	19780
IRS990EZ/GrossReceiptsAmt	0	18266
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InfoInScheduleOPartVInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	478
IRS990EZ/LobbyingActivitiesInd	0	0
IRS990EZ/MadeLoansToFromOfficersInd	0	0
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	80488
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	55596
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	80488
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	55596
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	JOHN J FUCHS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	KEITH LINDBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	FRED BURVENICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	TRUSTEE
IRS990EZ/OperateHospitalInd	0	0
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	0
IRS990EZ/OrganizationHadUBIInd	0	0
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	62165
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	48936
IRS990EZ/OtherChangesInNetAssetsAmt	0	0
IRS990EZ/OtherExpensesTotalAmt	0	2050
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	0
IRS990EZ/PrimaryExemptPurposeTxt	0	PUBLIC CHARITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	PROVIDE FUNDING FOR RELIGIOUS, CHARITABLE, SCIENTFIC, TESTING FOR PUBLIC SAFETY, LITERARY, EDUCATIONAL PURPOSES OR FOR THE PREVENTION OF CRUELTY TO CHILDREN AND ANIMALS WITHIN THE U.S. OR ITS POSSESSIONS AND SCHOLARSHIPS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	0
IRS990EZ/ProhibitedTaxShelterTransInd	0	0
IRS990EZ/RelatedOrganizationCtrlEntInd	0	0
IRS990EZ/SaleOfAssetsGrossAmt	0	17621
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	0
IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	NY
IRS990EZ/SubjectToProxyTaxInd	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	0
IRS990EZ/TaxImposedOnOrganizationMgrAmt	0	0
IRS990EZ/TaxImposedUnderIRC4911Amt	0	0
IRS990EZ/TaxImposedUnderIRC4912Amt	0	0
IRS990EZ/TaxImposedUnderIRC4955Amt	0	0
IRS990EZ/TaxReimbursedByOrganizationAmt	0	0
IRS990EZ/TotalExpensesAmt	0	22481
IRS990EZ/TotalProgramServiceExpensesAmt	0	0
IRS990EZ/TotalRevenueAmt	0	-2411
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	0
IRS990EZ/TypeOfOrganizationTrustInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleA/FactsAndCircumstancesTestTxt	0	THE ORGANIZATION MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR THE SOLICIATATION OF FUNDS FROM THE GENERAL PUBLIC. THE ORGANIZATION HAS A GOVERNING BODY WHICH REPRESENTS THE BROAD INTEREST OF THE PUBLIC AND GENERALLY PROVIDES SERVICES DIRECTLY FOR THE BENEFIT OF THE GENERAL PUBLIC ON A CONTINUING BASIS.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt	0	167
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt	0	13
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt	0	38
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt	0	25
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt	0	662
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt	0	905
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt	0	478
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt	0	4790
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt	0	572
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt	0	2244
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt	0	3218
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt	0	11302
IRS990ScheduleA/PrivateFoundation170Ind	0	X
IRS990ScheduleA/PublicOrganization170Ind	0	X
IRS990ScheduleA/PublicSupportCY170Pct	0	0.07410
IRS990ScheduleA/PublicSupportPY170Pct	0	0.31850
IRS990ScheduleA/PublicSupportTotal170Amt	0	905
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt	0	167
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt	0	13
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt	0	38
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt	0	25
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt	0	662
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt	0	905
IRS990ScheduleA/TotalSupportAmt	0	12207
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	DESCRIPTION: DIVIDEND INCOME. AMOUNT: 478.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	ACTIVITY CLASSIFICATION: SPONSORSHIP. GRANTEE NAME: VARIOUS LESS THAN 5,000 EACH. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 13,530.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	ACTIVITY CLASSIFICATION: SPONSORSHIP. GRANTEE NAME: ISLAND HARVEST. GRANTEE ADDRESS: 126 SPAGNOLI RD MELVILLE, NY 11747. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 6,250. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 19,780.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	DESCRIPTION: INVESTMENT MANAGEMENT FEES. AMOUNT: 2,000. DESCRIPTION: STATE FILING FEES. AMOUNT: 50. TOTAL TO FORM 990-EZ, LINE 16: 2,050.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	4	DESCRIPTION: INVESTMENT JMS ACCOUNT. BEG. OF YEAR AMOUNT: 62,165. END OF YEAR AMOUNT: 48,936.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	4	FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc	0	THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	JOHN J FUCHS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	5165215139
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2024-03-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	JOHN J FUCHS CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	JOHN
ReturnHeader/Filer/EIN	0	116559097
ReturnHeader/Filer/PhoneNum	0	5165215139
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	96 OAKFIELD AVENUE
ReturnHeader/Filer/USAddress/CityNm	0	DIX HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NY
ReturnHeader/Filer/USAddress/ZIPCd	0	11746
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	0
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	611436956
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	NOVAK FRANCELLA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	40 MONUMENT RD 5TH FLR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	BALA CYNWYD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	19004
ReturnHeader/PreparerPersonGrp/PhoneNum	0	6106689400
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2024-03-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	LOUIS VERZELLA CPA
ReturnHeader/ReturnTs	0	2024-03-28T09:36:40-05:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	FUCHS
ReturnHeader/TaxPeriodBeginDt	0	2022-10-01
ReturnHeader/TaxPeriodEndDt	0	2023-09-30
ReturnHeader/TaxYr	0	2022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $55,596
Liabilities: $0
Net assets: $55,596
Revenue: -$2,411
Expenses: $22,481
Net income: -$24,892

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$0.31	$0.00	$0.31	$0.08	$0.22	$0.30
2023Detailed filing. Detailed filing data is available for this year.	$0.56	$0.00	$0.56	$0.02	$0.22	$0.25
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.80	$0.00	$0.80	$0.05	$0.11	$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.86	$0.00	$0.86	$0.05	$0.07	$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.99	$0.00	$0.99	$0.00	$0.05	$0.05
2019Detailed filing. Detailed filing data is available for this year.	$1.04	$0.00	$1.04	$0.03	$0.32	$0.29
2018Detailed filing. Detailed filing data is available for this year.	$1.30	$0.00	$1.30	$0.10	$0.33	$0.23
2017Detailed filing. Detailed filing data is available for this year.	$1.50	$0.00	$1.50	$0.05	$0.28	$0.22
2016Detailed filing. Detailed filing data is available for this year.	$1.65	$0.00	$1.65	$0.01	$0.28	$0.27
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.78	$0.00	$1.78	$0.05	$0.38	$0.32
2014Detailed filing. Detailed filing data is available for this year.	$2.20	$0.00	$2.20	$0.07	$0.30	$0.23
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$2.39	$0.00	$2.39	$0.18	$0.45	$0.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$2.59	$0.00	$2.59	$0.16	$0.88	$0.73
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$3.15	$0.00	$3.15	$0.07	$0.49	$0.42
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.	$3.86	$0.00	$3.86	$0.03	$0.19	$0.22