AMIN FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
AMIN FOUNDATION (EIN 80-0075857)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-08
IRS object ID
202411299349102306
Schema version
2023v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-08T09:09:18-07:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN270814927PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BARMACHE AND ALFORD LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14035 E THOUSAND OAKS BLVD STE 232AddressLine1Txt
CityWestlake VillageCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91362ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN800075857EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AMIN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlAMINBusinessNameControlTxt
Phone9092085655PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14126 ABERNETHY FORRESR PLAddressLine1Txt
CityLAS VEGASCityNm
State AbbreviationNVStateAbbreviationCd
ZIP89141ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHIRAG AMINPersonNm
Person TitleTrusteePersonTitleTxt
Signature2024-05-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCHIRAGPersonFirstNm
Person LastAMINPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRANDY BARMACHE CPAPreparerPersonNm
PTINP00002591PTIN
Phone8053717898PhoneNum
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$0FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$99,826DividendsRevAndExpnssAmt
Dividends Net Invst Incm$99,826DividendsNetInvstIncmAmt
Dividends Adj Net Incm$99,826DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$44,371NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$412,257GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$44,371CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$3,671NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$144,197TotalRevAndExpnssAmt
Total Net Invst Incm$144,197TotalNetInvstIncmAmt
Total Adj Net Incm$103,497TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$80,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$80,000CompOfcrDirTrstNetInvstIncmAmt
Accounting Fees Rev And Expnss$6,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$6,500AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$27,656OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$27,656OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$310TaxesRevAndExpnssAmt
Taxes Net Invst Incm$310TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$114,466TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$114,466TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$150,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$150,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$264,466TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$114,466TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$150,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$120,269ExcessRevenueOverExpensesAmt
Net Investment Income$29,731NetInvestmentIncomeAmt
Adjusted Net Income$103,497AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$60,163CashBOYAmt
Cash EOY$53,807CashEOYAmt
Corporate Stock BOY$1,682,664CorporateStockBOYAmt
Corporate Stock EOY$1,771,552CorporateStockEOYAmt
Other Investments BOY$1,213,631OtherInvestmentsBOYAmt
Other Investments EOY$1,224,316OtherInvestmentsEOYAmt
Total Assets BOY$2,956,458TotalAssetsBOYAmt
Total Assets EOY$3,049,675TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$2,956,458CapitalStockBOYAmt
Capital Stock EOY$3,049,675CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$2,956,458TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,049,675TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,956,458TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,049,675TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,956,458TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$120,269ExcessRevenueOverExpensesAmt
Other Increases$213,486OtherIncreasesAmt
Subtotal$3,049,675SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,049,675TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SCHWAB LT COVEREDP2020-01-012023-01-01$6,446$5,204$1,242$1,242
TD AMERITRADE ST COVEREDP2023-01-012023-01-01$7,467$3,796$3,671$3,671
TD AMERITRADE LT COVEREDP2020-01-012023-01-01$398,344$358,886$39,458$39,458
FieldValueIRS element (for citing)
Capital Gain Net Income$44,371CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$3,671NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$413InvestmentIncomeExciseTaxAmt
Subtotal$413SubtotalAmt
Tax Based On Investment Income$413TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,231EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,231TotalPaymentsAndCreditsAmt
Overpayment$1,818OverpaymentAmt
Applied To ES Tax$1,818AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1CHIRAG AMINBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9092085655PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14126 ABERNETHY FORRESR PLAddressLine1Txt
CityLAS VEGASCityNm
State AbbreviationNVStateAbbreviationCd
ZIP89141ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
CHIRAG AMIN
4126 ABERNETHY FORRESR PLLAS VEGASNV89141Trustee8.00$50,000
ALICIA AMIN
4126 ABERNETHY FORRESR PLLAS VEGASNV89141Trustee5.00$30,000
NARAYAN AMIN
4126 ABERNETHY FORRESR PLLAS VEGASNV89141Trustee0.50$0
NIRMALA AMIN
4126 ABERNETHY FORRESR PLLAS VEGASNV89141Trustee0.50$0
ELIZABETH DERING
165 CULVER BLVD STE APLAYA DEL REYCA90293Trustee0.50$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,003,067AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,003,067TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$3,003,067AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$45,046CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,958,021NetVlNoncharitableAssetsAmt
Minimum Investment Return$147,901MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$147,901MinimumInvestmentReturnAmt
Tax Based On Investment Income$413TaxBasedOnInvestmentIncomeAmt
Total Tax$413TotalTaxAmt
Distributable Before Adj$147,488DistributableBeforeAdjAmt
Distributable Before Ded$147,488DistributableBeforeDedAmt
Distributable As Adjusted$147,488DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$150,000ExpensesAndContributionsAmt
Qualifying Distributions$150,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$147,488DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$7,300ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$6,668ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$20,802ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$21,804ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$56,574TotalExcessDistributionCyovAmt
Qualifying Distributions$150,000QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$147,488AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,512RemainingDistriFromCorpusAmt
Total Corpus$59,086TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$7,300ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$51,786ExcessDistriCyovToNextYrAmt
Excess From Year4$6,668ExcessFromYear4Amt
Excess From Year3$20,802ExcessFromYear3Amt
Excess From Year1$21,804ExcessFromYear1Amt
Excess From Current Year$2,512ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCHIRAG AMINContributingManagerNm
Shareholder ManagerCHIRAG AMINShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCHIRAG AMIN MDRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line14126 ABERNETHY FORRESR PLAddressLine1Txt
CityLAS VEGASCityNm
State AbbreviationNVStateAbbreviationCd
ZIP89141ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9092085655RecipientPhoneNum
Form And Info And MaterialsPLEASE SEE ATTACHED GRANT GUIDELINESFormAndInfoAndMaterialsTxt
Submission DeadlinesPLEASE SEE ATTACHED GRANT GUIDELINESSubmissionDeadlinesTxt
Restrictions On AwardsPLEASE SEE ATTACHED GRANT GUIDELINESRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
HARVEST CHRISTIAN FELLOWSHIP
6115 ARLINGTON AVERIVERSIDECA92504SUPPORTED ORGPCFOR FELLOWSHIP$25,000
MAE HOUSE
PO BOX 2953NEWPORT BEACHCA92659SUPPORTED ORGPCFOR FELLOWSHIP$10,000
FRESH LIFE CHURCH
120 2ND ST EKALISPELLMT59901SUPPORTED ORGPCFOR FELLOWSHIP$2,500
AMERICAN BIBLE SOCIETY
1865 BROADWAYNEW YORKNY10023SUPPORTED ORGPCFOR FELLOWSHIP$10,000
SAMARITAN'S PURSE
PO BOX 3000BOONENC28607SUPPORTED ORGPCFOR ASSISTANCE TO INDIGENT FAMILIES$10,000
BIBLE LEAGUE INTERNATIONAL
1 BIBLE LEAGUE PLAZACRETEIL60417SUPPORTED ORGPCFOR FELLOWSHIP$15,000
CORE CHURCH
PO BOX 34789LOS ANGELESCA90034SUPPORTED ORGPCFOR FELLOWSHIP$10,000
LEGACY CITY CHURCH
PO BOX 1793STUDIO CITYCA91604SUPPORTED ORGPCFOR FELLOWSHIP$10,000
BIBLES FOR AMERICA
PO BOX 17537IRVINECA92623SUPPORTED ORGPCFOR FELLOWSHIP$5,000
THE GIDEONS INTERNATIONAL
PO BOX 140800NASHVILLETN37214SUPPORTED ORGPCFOR FELLOWSHIP$2,500
BILLY GRAHAM EVANGELISTIC ASSOC
1 BILLY GRAHAM PARKWAYCHARLOTTENC28201SUPPORTED ORGPCFOR FELLOWSHIP$5,000
THE POCKET TESTAMENT LEAGUE
11 TOLL GATE RDLITITZPA17543SUPPORTED ORGPCFOR FELLOWSHIP$10,000
CAMPUS CRUSADE FOR CHRIST
100 LAKE HART DRORLANDOFL32832SUPPORTED ORGPCFOR FELLOWSHIP$5,000
ST JUDES CHILDREN'S RESEARCH HOSPIT
262 DANNY THOMAS PLACEMEMPHISTN38105SUPPORTED ORGEOFFOR ASSISTANCE TO INDIGENT CHILDREN$10,000
FAITH COMES BY HEARINGHOSANNA MINIS
2421 AZTEC ROAD NEALBURQUERQUENM87107SUPPORTED ORGEOFFOR FELLOWSHIP$2,500
INTL FELLOWSHIP OF CHRISTIANS AND J
30 NORTH LASALLE ST STE 4300CHICAGOIL60602SUPPORTED ORGEOFFOR FELLOWSHIP$2,500
WOUNDED WARRIOR PROJECT INC
PO BOX 758517TOPEKAKS66675SUPPORTED ORGPCFOR ASSISTANCE TO INDIGENT FAMILIES$2,500
ANSWERS IN GENSIS
2800 BULLITTSBURG CHURCH RDPETERSBURGKY41080SUPPORTED ORGEOFFOR FELLOWSHIP$2,500
THE SALVATION ARMY
615 STATERS LANEALEXANDRIAVA22314SUPPORTED ORGPCFOR ASSISTANCE TO INDIGENT CHILDREN$5,000
AMERICAN CANCER SOCIETY
250 WILLIAMS ST NWATLANTAGA30303SUPPORTED ORGPCFOR ASSISTANCE TO INDIGENT CHILDREN$500
SHRINERS HOSPITAL FOR CHILDREN
909 S FAIR OAKS AVEPASADENACA91105SUPPORTED ORGPCFOR ASSISTANCE TO INDIGENT CHILDREN$1,000
THE V FOUNDATION
14600 WESTON PKWYCARYNC27513SUPPORTED ORGPCFOR ASSISTANCE TO INDIGENT CHILDREN$2,500
PAWS FOR PURPLE HEARTS
10201 OLD REDWOOD HWYPENNGROVECA94951SUPPORTED ORGPCFOR ASSISTANCE TO INDIGENT CHILDREN$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$150,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$99,826RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$44,371RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$144,197RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$144,197TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number478LineNumberTxt
Relationship StatementTHE ORGANIZATION INVESTS ITS FUNDS TO ASSIST ELDERLY AND LOW TO MODERATE INCOME INDIVIDUALS AND FAMILIES WITH HOUSING AND RELATED EXPENSES. THE FOUNDATION ALSO SEEKS TO ASSIST RECOGNIZED CHARITABLE ORGANIZATIONS WHICH PROVIDE SOCIAL AND EDUCATIONAL ASSISTANCE TO ECONOMICALLY DISADVANTAGED MEMBERS OF OUR COMMUNITY.RelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$6,500Amt
Net Investment Income$6,500NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmt
EQUITIES$1,709,798
MUTUAL FUNDS$48,204
STOCKS$13,550

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmt
ETFSFMV$286,543
REITSFMV$283,116
REITS (SCHWAB)FMV$354,222
ANNUITIESFMV$300,435

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADR FEES (SCHWAB)$2$2$0$0
ADVISOR FEES (SCHWAB)$7,218$7,218$0$0
ADVISOR FEES (TD AMERITRADE)$20,436$20,436$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FTB AND RRF-1$75$75
SCHWAB FOREIGN TAX$11$11
TD AMERITRADE FOREIGN TAX$224$224

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