AMIN FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
AMIN FOUNDATION (EIN 80-0075857)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-03-14
IRS object ID
202220739349100327
Schema version
2021v4.0
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)
Return2022-03-14T12:15:22-07:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Begin2021-01-01TaxPeriodBeginDt

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 Line13166 SHANDWICK CIRCLEAddressLine1Txt
CityCORONACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92882ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHIRAG AMINPersonNm
Person TitleTrusteePersonTitleTxt
Signature2022-03-14SignatureDt
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

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)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
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$94,625DividendsRevAndExpnssAmt
Dividends Net Invst Incm$94,625DividendsNetInvstIncmAmt
Dividends Adj Net Incm$94,625DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$206,770NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$737,166GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$206,770CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$23,883NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss$66,495OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$367,890TotalRevAndExpnssAmt
Total Net Invst Incm$301,395TotalNetInvstIncmAmt
Total Adj Net Incm$118,508TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$50,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$50,000CompOfcrDirTrstNetInvstIncmAmt
Accounting Fees Rev And Expnss$5,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,000AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$31,150OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$31,150OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,547TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,547TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$87,697TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$87,697TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$145,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$145,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$232,697TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$87,697TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$145,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$135,193ExcessRevenueOverExpensesAmt
Net Investment Income$213,698NetInvestmentIncomeAmt
Adjusted Net Income$118,508AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$167,970CashBOYAmt
Cash EOY$123,302CashEOYAmt
Corporate Stock BOY$1,650,957CorporateStockBOYAmt
Corporate Stock EOY$1,996,574CorporateStockEOYAmt
Other Investments BOY$1,037,105OtherInvestmentsBOYAmt
Other Investments EOY$1,480,616OtherInvestmentsEOYAmt
Total Assets BOY$2,856,032TotalAssetsBOYAmt
Total Assets EOY$3,600,492TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$2,856,032CapitalStockBOYAmt
Capital Stock EOY$3,600,492CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$2,856,032TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,600,492TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,856,032TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,600,492TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,856,032TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$135,193ExcessRevenueOverExpensesAmt
Other Increases$609,267OtherIncreasesAmt
Subtotal$3,600,492SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,600,492TotNetAstOrFundBalancesEOYAmt

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
TD AMERITRADE COVERED STP2021-01-012021-01-01$34,410$32,585$1,825$1,825
ASSETMARK COVERED STP2021-01-012021-01-01$118,477$96,419$22,058$22,058
ASSETMARK COVERED LTP2000-01-012021-01-01$584,279$401,392$182,887$182,887
FieldValueIRS element (for citing)
Capital Gain Net Income$206,770CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$23,883NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,970InvestmentIncomeExciseTaxAmt
Subtotal$2,970SubtotalAmt
Tax Based On Investment Income$2,970TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,500EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,500TotalPaymentsAndCreditsAmt
Tax Due$470TaxDueAmt

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 Line13166 SHANDWICK CIRCLEAddressLine1Txt
CityCORONACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92882ZIPCd
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
3166 SHANDWICK CIRCLECORONACA92882Trustee8.00$50,000
ALICIA AMIN
3166 SHANDWICK CIRCLECORONACA92882Trustee0.50$0
NARAYAN AMIN
3166 SHANDWICK CIRCLECORONACA92882Trustee0.50$0
NIRMALA AMIN
3166 SHANDWICK CIRCLECORONACA92882Trustee0.50$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$3,228,262AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,228,262TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$3,228,262AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$48,424CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,179,838NetVlNoncharitableAssetsAmt
Minimum Investment Return$158,992MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$158,992MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,970TaxBasedOnInvestmentIncomeAmt
Total Tax$2,970TotalTaxAmt
Distributable Before Adj$156,022DistributableBeforeAdjAmt
Distributable Before Ded$156,022DistributableBeforeDedAmt
Distributable As Adjusted$156,022DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$145,000ExpensesAndContributionsAmt
Qualifying Distributions$145,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$156,022DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$5,078ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$13,244ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$6,668ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$20,802ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$45,792TotalExcessDistributionCyovAmt
Qualifying Distributions$145,000QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$145,000AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$11,022ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$11,022ExcessDistributionCyovAppCYAmt
Total Corpus$34,770TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$34,770ExcessDistriCyovToNextYrAmt
Excess From Year3$7,300ExcessFromYear3Amt
Excess From Year2$6,668ExcessFromYear2Amt
Excess From Year1$20,802ExcessFromYear1Amt

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 Line13166 SHANDWICK CIRCLEAddressLine1Txt
CityCORONACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92882ZIPCd
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 (19 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$7,500
LEGACY CITY CHURCH
PO BOX 1793STUDIO CITYCA91604SUPPORTED ORGPCFOR FELLOWSHIP$15,000
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 NAVIGATORS
3820 N 30TH STCOLORADO SPRINGSCO80904SUPPORTED ORGPCFOR FELLOWSHIP$2,500
THE POCKET TESTAMENT LEAGUE
11 TOLL GATE RDLITITZPA17543SUPPORTED ORGPCFOR FELLOWSHIP$7,500
CAMPUS CRUSADE FOR CHRIST
100 LAKE HART DRORLANDOFL32832SUPPORTED ORGPCFOR FELLOWSHIP$5,000
CAMPASSION INTERNATIONAL
12290 VOYAGER PKWYCOLORADO SPRINGSCO80921SUPPORTED ORGPCFOR ASSISTANCE TO INDIGENT FAMILIES$2,500
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
TIM TEBOW FOUNDATION
2220 COUNTRY RD 210 WJACKSONVILLEFL32259SUPPORTED ORGEOFFOR FELLOWSHIP$5,000
ANSWERS IN GENSIS
2800 BULLITTSBURG CHURCH RDPETERSBURGKY41080SUPPORTED ORGEOFFOR FELLOWSHIP$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$145,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$94,625ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$66,495ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$206,770RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$161,120ExclusionAmt
Related Or Exempt Function Incm$206,770RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$367,890TotalIncomeProducingActyAmt

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$5,000Amt
Net Investment Income$5,000NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmt
EQUITIES$1,548,592
MUTUAL FUNDS$430,847
STOCKS$17,135

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmt
ETFSFMV$373,106
REITSFMV$714,144
ANNUITIESFMV$393,366

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Investment IncomeDesc
Revenue And Expenses Per Books$66,495RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISOR FEESCategoryTxt
Amt$31,150Amt
Net Investment Income$31,150NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFTB AND RRF-1CategoryTxt
Amt$1,547Amt
Net Investment Income$1,547NetInvestmentIncomeAmt

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