2025-11-17T14:51:10-06:00 2024-12-31 332457480 INSERO ADVISORS LLC 20 THORNWOOD DRIVE ITHACA NY 14850 990 2024-01-01 222724897 PAUL BRUNTON PHILOSOPHIC FOUNDATION PAUL 6075469342 4936 ROUTE 414 BURDETT NY 14818 QUENTIN LOUIS DESARNO TREASURER 6075469342 2025-11-17 1 1 DUANE SHOEN P00503316 6072724444 2024 2025-03-06 01:10:19Z THOMAS MARINO 4936 ROUTE 414 BURDETT NY 14818 407874 0 X WWW.PAULBRUNTON.ORG X 1986 NY THE PAUL BRUNTON PHILOSOPHIC FOUNDATION (PBPF) IS A RESOURCE FOR PEOPLE SEEKING DEEPER EXPERIENCE AND BROADER UNDERSTANDING OF THEMSELVES, THEIR WORLD, AND THEIR SOURCE. 13 13 1 13 0 0 140230 122050 4407 4960 14865 24435 -292 -318 159210 151127 25000 0 0 0 13161 17733 0 0 0 80673 91594 118834 109327 40376 41800 509949 553963 1031 2894 508918 551069 X THE PAUL BRUNTON PHILOSOPHIC FOUNDATION (PBPF) IS A RESOURCE FOR PEOPLE SEEKING DEEPER EXPERIENCE AND BROADER UNDERSTANDING OF THEMSELVES, THEIR WORLD, AND THEIR SOURCE. 0 0 33098 OUTREACH AND DEVELOPMENT- NEWSLETTERS, ADVERTISING, AND GENERAL OUTREACH BY THE ORGANIZATION. 30321 4642 PUBLISHING & REPUBLISHING - TO PUBLISH EARLY PAUL BRUNTON BOOKS USING A "PRINT ON DEMAND" FEATURE TO ENSURE REASONABLE COST. A PORTION OF EACH SALE OF THE BOOKS EQUAL TO ITS REPRINT IS SET ASIDE FOR REPUBLISHING. 25238 WEBSITE - TO DEVELOP THE WEBSITE INTO A COMPREHENSIVE AND INTERACTIVE AREA THAT USERS CAN EXPLORE IN ORDER TO GAIN INFORMATION ABOUT THE LIFE OF PAUL BRUNTON THROUGH AN ONLINE SOURCE FOR STUDYING AND ACCESSING HIS WORK. 8105 PRISON PROJECT - PROVIDE PAUL BRUNTON BOOKS AT NO CHARGE TO INCARCERATED MEN AND WOMEN AT THEIR REQUEST. 8105 96762 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 4 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 NY X THE ORGANIZATION 6075469342 4936 ROUTE 414 BURDETT NY 14818 X CLETA RUDOLPH DIRECTOR 0.50 X 0 0 0 THOMAS MARINO CHAIR 0.50 X X 0 0 0 BEVERLY BENNETT SECOND VICE CHAIR 0.50 X X 0 0 0 JANET HOLLIS SELBY SECRETARY 0.50 X X 0 0 0 LISA BERARDINO DIRECTOR 0.50 X 0 0 0 JEFFREY COX DIRECTOR 0.50 X 0 0 0 LOUIS DESARNO TREASURER 0.50 X X 0 0 0 BARBARA PLAISTED FIRST VICE CHAIR 0.50 X X 0 0 0 MICHAEL EISMAN DIRECTOR 0.50 X 0 0 0 RAINA ELKINS DIRECTOR 0.50 X 0 0 0 MARY ANN FLORY DIRECTOR 0.50 X 0 0 0 LOUIS DAMIANI DIRECTOR 0.50 X 0 0 0 MARIA OCHOA DIRECTOR 0.50 X 0 0 0 0 0 0 0 0 0 0 0 122050 96429 122050 BOOK ROYALTIES 513130 4960 4960 4960 24146 24146 256718 256429 289 289 289 318 -318 -318 151127 4642 0 24435 15384 13846 1538 878 878 1471 1324 147 4168 4168 1000 1000 27531 27531 4902 4902 2883 1441 1442 1918 1918 2352 2352 PROGRAM EXPENSES 45932 45932 SERVICE CHARGES 590 590 OTHER 318 318 109327 96762 12565 0 28434 24688 387470 437466 71477 71159 42439 21789 22568 20650 509949 553963 1031 2894 1031 2894 X 508918 551069 508918 551069 509949 553963 41800 351 0 X X 0 0 0 X 188309 150245 115938 106955 114963 676410 188309 150245 115938 106955 114963 676410 470487 205923 974 18 1565 14406 24146 41109 435 435 717954 21657 0.28680 0.30090 X FOR TAX YEAR 2024, WE BELIEVE THAT THE PAUL BRUNTON PHILOSOPHIC FOUNDATION IS NOT A PRIVATE FOUNDATION BECAUSE IT MEETS THE PUBLIC SUPPORT TEST UNDER THE FACTS AND CIRCUMSTANCES TEST OF TREAS. REG. 1.170A-9(E)(3) AS FOLLOWS:1) FOR THE YEAR 2024, THE ORGANIZATION RECEIVED MORE THAN 10% OF ITS SUPPORT FROM THE GENERAL PUBLIC. 2) THE ORGANIZATION'S PUBLIC SUPPORT PERCENTAGE DID NOT EXCEED 33 1/3% PRIMARILY BECAUSE OF CONTRIBUTIONS RECEIVED FROM A SINGLE UNRELATED INDIVIDUAL DURING THE YEARS 2020 THROUGH 2024.3) THE ORGANIZATION'S PUBLIC SUPPORT PERCENTAGE IS EXPECTED TO INCREASE EACH YEAR.4) THE ORGANIZATION MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC AND OTHER PUBLIC CHARITIES.5) THE ORGANIZATION HAS A GOVERNING BODY WHICH REPRESENTS THE BROAD INTERESTS OF THE GENERAL PUBLIC.6) THE ORGANIZATION PROVIDES SERVICES DIRECTLY FOR THE BENEFIT OF THE GENERAL PUBLIC ON A CONTINUING BASIS. SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: BEQUEST DATE: 12/31/20 AMOUNT: 5366. DESCRIPTION: BEQUEST DATE: 12/31/21 AMOUNT: 6054. DESCRIPTION: BEQUEST DATE: 12/31/22 AMOUNT: 173491. DESCRIPTION: BEQUEST DATE: 12/31/23 AMOUNT: 33275. DESCRIPTION: BEQUEST DATE: 12/31/24 AMOUNT: 7087. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 42439 21789 20650 20650 X 1 96429 MEAN PRICE 0 0 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS WAS USED FORM 990, PART VI, SECTION A, LINE 8B THIS QUESTION IS NOT APPLICABLE TO THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B COPIES OF FORM 990 ARE DISTRIBUTED TO BOARD MEMBERS PRIOR TO FILING FOR FORMAL BOARD MEMBER REVIEW. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PAGE 12, PART XII, LINE 2C: THE PROCESS FOR REVIEW OVERSIGHT AND AUDITOR SELECTION HAS NOT CHANGED FROM THE LAST YEAR A FINANCIAL REPORT WAS REQUIRED.