HINKLE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HINKLE FOUNDATION (EIN 23-7367419)
- Tax period
- 2022-10-01 to 2023-09-30
- Filed
- 2024-07-23
- IRS object ID
- 202402059349100820
- Schema version
- 2022v5.0
- 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
- Form 990-PF
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-23T17:45:42-07:00 | ReturnTs |
| Tax Period End | 2023-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 455376361 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rodnunsky & Associates | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5959 Topanga Canyon Blvd Suite 220 | AddressLine1Txt |
| City | Woodland Hills | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91367 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237367419 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Hinkle Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HINK | BusinessNameControlTxt |
| Phone | 8187371090 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5959 Topanga Canyon Blvd | AddressLine1Txt |
| City | Woodland Hills | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91367 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Irma Varnado | PersonNm |
| Person Title | Secretary/Treasurer | PersonTitleTxt |
| Phone | 8187371090 | PhoneNum |
| Signature | 2024-06-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Irma | PersonFirstNm |
| Person Last | Varnado | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| 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 | Peter C Richards | PreparerPersonNm |
| PTIN | P01061708 | PTIN |
| Phone | 8187371090 | PhoneNum |
| Preparation | 2024-07-23 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,374,704 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $382 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $382 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $741,803 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $741,803 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $129,326 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $129,326 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $871,511 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $871,511 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $10,275 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $5,137 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $5,137 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $111,160 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $55,580 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $55,580 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $206,304 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $206,304 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $0 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $21,069 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $10,534 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $10,534 | OccupancyDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $847 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $847 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,133 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17,133 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $366,788 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $294,688 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $72,098 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,243,948 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,243,948 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,610,736 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $294,688 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,316,046 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$739,225 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $576,823 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $541,258 | CashBOYAmt |
| Cash EOY | $409,796 | CashEOYAmt |
| Cash EOYFMV | $409,796 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $16,452,647 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,180,092 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,648,960 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $4,651,156 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,315,948 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,315,948 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $21,645,061 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,905,836 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,374,704 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,696,068 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $6,089,362 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $18,948,993 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $14,816,474 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,645,061 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,905,836 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,645,061 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,905,836 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,645,061 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$739,225 | ExcessRevenueOverExpensesAmt |
| Subtotal | $20,905,836 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $20,905,836 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,018 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,018 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,018 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Tax Due | $8,018 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | 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 | Rodnunsky & Associates | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8187371090 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5959 Top Can Bl 220 | AddressLine1Txt |
| City | Woodland Hills | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91367 | 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 |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Mary Metz | ||||||||
| 18761 Neu Avenue | Porter Ranch | CA | 91326 | Dir., CEO | 10.00 | $0 | $0 | $0 |
| Irma Varnado | ||||||||
| 635 Manhattan Pl | Los Angeles | CA | 90005 | Dir., Sec/Treas | 10.00 | $0 | $0 | $0 |
| Cesar Sandoval | ||||||||
| 635 Manhattan Pl | Los Angeles | CA | 90025 | Dir | 10.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Law Office of Christian J Ziegler | |||||
| 400 Oceangate 7th Floor | Long Beach | CA | 90802 | Legal; Tax | $111,160 |
| Next Financial | |||||
| 2500 Wilcrest Dr | Houston | TX | 77042 | Investment Advisory Services | $190,589 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,407,642 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $475,527 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,883,169 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $15,883,169 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $238,248 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,644,921 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $782,246 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $782,246 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,018 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,018 | TotalTaxAmt |
| Distributable Before Adj | $774,228 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $774,228 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $774,228 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,316,046 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,316,046 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $774,228 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $1,316,046 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $1,316,046 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,316,046 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $774,228 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,316,046 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $1,316,046 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | None | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Christ Church | ||||||
| 635 Manhattan Pl | Los Angeles | CA | 90005 | 501(c)(3) | Support of Religious Activities;Rent Subsidy | $242,348 |
| Hillsdale College | ||||||
| 33 E College St | Hillsdale | MI | 49242 | 501(c)(3) | Endowment | $500,000 |
| The Dream Center | ||||||
| 2301 Bellevue Ave | Los Angeles | CA | 90026 | 501(c)(3) | Charitable Contribution | $26,400 |
| Samaritan' s Purse | ||||||
| PO Box 3000 | Boone | NC | 28607 | 501(c)(3) | Charitable Contribution | $26,400 |
| Prison Fellowship | ||||||
| PO Box 1550 | Merrifeld | VA | 22116 | 501(c)(3) | Charitable Contribution | $26,400 |
| The Covenant House | ||||||
| PO Box 96393 | Washington | DC | 20077 | 501(c)(3) | Charitable Contribution | $26,400 |
| Navigators | ||||||
| PO Box 6097 | Albert Lea | MN | 56007 | 501(c)(3) | Charitable Contribution | $26,400 |
| National Assn of Blind Veterans | ||||||
| 200 E Wells St | Baltimore | MD | 21230 | 501(c)(3) | Charitable Contribution | $26,400 |
| United Service Organizations | ||||||
| PO Box 96860 | Washington | DC | 20077 | 501(c)(3) | Charitable Contribution | $26,400 |
| VFW National Home for Children | ||||||
| 3573 S Waverly Rd | Eaton Rapids | MI | 48827 | 501(c)(3) | Charitable Contribution | $26,400 |
| American Bible Society | ||||||
| 101 N Independence Mall East FL 8 | Philadelphia | PA | 19106 | 501(c)(3) | Charitable Contribution | $26,400 |
| CRU | ||||||
| PO Box 62822 | Orlando | FL | 32862 | 501(c)(3) | Charitable Contribution | $26,400 |
| Help Heal Veterans | ||||||
| 36585 Penfield Ln | Winchester | CA | 92596 | 501(c)(3) | Charitable Contribution | $26,400 |
| Paralyzed Veterans of America | ||||||
| 801 18th St NW | Washington | DC | 20006 | 501(c)(3) | Charitable Contribution | $26,400 |
| Intl Fellowship of Christians & Jews | ||||||
| 303 E Wacker Dr Suite 2300 | Chicago | IL | 60601 | 501(c)(3) | Charitable Contribution | $26,400 |
| United Rescue Mission | ||||||
| 545 San Pedro St | Los Angeles | CA | 90013 | 501(c)(3) | Charitable Contribution | $26,400 |
| Fred Jordan Mission | ||||||
| 445 Towne Ave | Los Angeles | CA | 90013 | 501(c)(3) | Charitable Contribution | $26,400 |
| Los Angeles Mission | ||||||
| 445 Towne Ave | Los Angeles | CA | 90013 | 501(c)(3) | Charitable Contribution | $26,400 |
| Wounded Warrior Project | ||||||
| PO Box 758516 | Topeka | KS | 23463 | 501(c)(3) | Charitable Contribution | $26,400 |
| Operation Blessing co CBN Ctr | ||||||
| 977 Centerville Tpk | Virginia Beach | VA | 23463 | 501(c)(3) | Charitable Contribution | $26,400 |
| Cecile Stephens Charitable Foundation | ||||||
| PO Box 903 | Seal Beach | CA | 90740 | 501(c)(3) | Charitable Contribution | $26,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,243,948 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $382 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $741,803 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $129,326 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $871,511 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $871,511 | TotalIncomeProducingActyAmt |
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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Ameriprise account #25196133 | $563,183 | $577,021 |
| Raymond James account #7732 | $12,845 | $100,404 |
| Raymond James account #1074 | $264,574 | $186,142 |
| Raymond James account #4474 | $509,024 | $573,678 |
| Next/Schwab account #5046 | $14,830,466 | $14,211,715 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Loan Receivable Manhattan Housing Resources, LLC | $2,434,783 | $2,434,783 |
| Loan Receivable SHR Tennessee, LLC | $1,731,165 | $1,731,165 |
| Loan Receivable Christ Church | $150,000 | $150,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Law Offices of CJ Ziegler Legal | CategoryTxt |
| Legal Fees | $111,160 | LegalFeesAmt |
| Net Investment Income | $55,580 | NetInvestmentIncomeAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Bank Fees | $127 | $127 |
| Excise Tax | $16,981 | $16,981 |
| Misc | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Interest Man Hsing Res | $67,985 | $67,985 |
| Interest SHR TN | $61,341 | $61,341 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| The Next Financial Investment Advice | $190,589 | $190,589 |
| Raymond James Investment Advice | $9,781 | $9,781 |
| Ameriprise Investment Advice | $5,934 | $5,934 |
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