AMON FAMILY FUND INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- AMON FAMILY FUND INC (EIN 85-1084182)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-03
- IRS object ID
- 202241239349100624
- Schema version
- 2020v4.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-03T09:43:13-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591567188 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SINES BLAKESLEE MADYDA CPA PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 S DILLARD ST | AddressLine1Txt |
| City | WINTER GARDEN | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34787 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 851084182 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMON FAMILY FUNDINC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMON | BusinessNameControlTxt |
| Phone | 4073952989 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 S DILLARD STREET | AddressLine1Txt |
| City | WINTER GARDEN | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34787 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEREK BLAKESLEE | PersonNm |
| Person Title | SECRETARY-TREASURER | PersonTitleTxt |
| Phone | 4073952989 | PhoneNum |
| Signature | 2021-12-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DEREK | PersonFirstNm |
| Person Last | BLAKESLEE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEREK J BLAKESLEE | PreparerPersonNm |
| PTIN | P00047299 | PTIN |
| Phone | 4076566611 | PhoneNum |
| Preparation | 2022-05-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,226,208 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $6,250 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $70 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $70 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $11,495 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,495 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $113,412 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,578,088 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $113,412 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $131,227 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $124,977 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,450 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,895 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,895 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $662 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $661 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,007 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,896 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,111 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $45,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $45,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $52,007 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,896 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $48,111 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $79,220 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $121,081 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $27,139 | CashEOYAmt |
| Cash EOYFMV | $27,139 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $106,382 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $106,382 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock EOY | $2,045,699 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,092,687 | CorporateStockEOYFMVAmt |
| Land Bldg Investments BOY | $2,100,000 | LandBldgInvestmentsBOYAmt |
| Total Assets BOY | $2,100,000 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,179,220 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,226,208 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,100,000 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,179,220 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,100,000 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,179,220 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,100,000 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,179,220 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,100,000 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $79,220 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,179,220 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,179,220 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (33 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CHEWY | P | 2021-06-10 | 2021-06-21 | $935 | $944 | -$9 | -$9 |
| DODGE & COX | P | 2021-03-30 | 2021-06-10 | $244 | $239 | $5 | $5 |
| HARTFORD CORE | P | 2021-04-20 | 2021-06-10 | $89,433 | $87,649 | $1,784 | $1,784 |
| CHEWY | P | 2021-06-10 | 2021-06-22 | $1,077 | $1,101 | -$24 | -$24 |
| DODGE & COX | P | 2021-03-30 | 2021-06-10 | $9 | $9 | ||
| HARTFORD CORE | P | 2021-04-20 | 2021-06-10 | $26 | $26 | ||
| ISHARES | P | 2021-01-22 | 2021-06-10 | $117,288 | $104,760 | $12,528 | $12,528 |
| DOUBLELINE | P | 2021-02-12 | 2021-06-10 | $55,420 | $55,944 | -$524 | -$524 |
| LAND - CALIFORNIA | D | 2020-05-21 | 2020-11-18 | $2,300,000 | $2,233,798 | $66,202 | $66,202 |
| ISHARES | P | 2021-03-04 | 2021-06-10 | $70,646 | $62,794 | $7,852 | $7,852 |
| DOUBLELINE | P | 2021-03-01 | 2021-06-10 | $123 | $124 | -$1 | -$1 |
| ISHARES | P | 2020-12-31 | 2021-06-10 | $24,306 | $24,940 | -$634 | -$634 |
| DOUBLELINE | P | 2021-04-01 | 2021-06-10 | $164 | $162 | $2 | $2 |
| ISHARES | P | 2021-01-27 | 2021-06-10 | $128,903 | $131,512 | -$2,609 | -$2,609 |
| DOUBLELINE | P | 2021-05-03 | 2021-06-10 | $144 | $143 | $1 | $1 |
| SPDR | P | 2021-03-23 | 2021-06-10 | $11,504 | $10,538 | $966 | $966 |
| DOUBLELINE | P | 2021-05-03 | 2021-06-10 | $2 | $2 | ||
| VANGUARD | P | 2021-01-11 | 2021-06-10 | $34,890 | $34,967 | -$77 | -$77 |
| FIDELITY | P | 2021-01-22 | 2021-06-10 | $103,933 | $104,895 | -$962 | -$962 |
| VANGUARD | P | 2021-02-12 | 2021-06-10 | $34,807 | $34,922 | -$115 | -$115 |
| FIDELITY | P | 2021-03-19 | 2021-06-10 | $105,592 | $104,873 | $719 | $719 |
| VANGUARD | P | 2021-01-15 | 2021-06-10 | $55,346 | $55,916 | -$570 | -$570 |
| FIDELITY | P | 2021-03-19 | 2021-06-10 | $22 | $22 | ||
| UBER | P | 2021-06-10 | 2021-06-21 | $1,366 | $1,395 | -$29 | -$29 |
| AMERICAN MUTUAL | P | 2021-01-11 | 2021-06-10 | $78,202 | $69,930 | $8,272 | $8,272 |
| DODGE & COX | P | 2021-03-04 | 2021-06-10 | $67,889 | $67,700 | $189 | $189 |
| AMERICAN MUTUAL | P | 2021-03-18 | 2021-06-10 | $378 | $354 | $24 | $24 |
| DODGE & COX | P | 2021-03-12 | 2021-06-10 | $64,282 | $63,835 | $447 | $447 |
| AMERICAN MUTUAL | P | 2021-03-23 | 2021-06-10 | $37,859 | $35,124 | $2,735 | $2,735 |
| DODGE & COX | P | 2021-03-30 | 2021-06-10 | $702 | $689 | $13 | $13 |
| AMERICAN MUTUAL | P | 2021-03-23 | 2021-06-10 | $2 | $2 | ||
| DODGE & COX | P | 2021-03-30 | 2021-06-10 | $552 | $542 | $10 | $10 |
| HARTFORD CORE | P | 2021-01-14 | 2021-06-10 | $192,042 | $174,825 | $17,217 | $17,217 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $113,412 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $113,412 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,683 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,683 | SubtotalAmt |
| Tax Based On Investment Income | $1,683 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $38 | EsPenaltyAmt |
| Overpayment | $1,279 | OverpaymentAmt |
| Applied To ES Tax | $1,279 | 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 |
| 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 |
| Individual With Books | DEREK BLAKESLEE | IndividualWithBooksNm |
| Phone | 4073952989 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 S DILLARD STREET | AddressLine1Txt |
| City | WINTER GARDEN | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34787 | 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 |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| JACK AMON | ||||||||
| 800 S DILLARD ST | WINTER GARDEN | FL | 34787 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| DEREK BLAKESLEE | ||||||||
| 800 S DILLARD ST | WINTER GARDEN | FL | 34787 | SECRETARY-TR | 2.00 | $0 | $0 | $0 |
| JONATHAN FRITZ | ||||||||
| 800 S DILLARD ST | WINTER GARDEN | FL | 34787 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JENNIFER TRIGGS | ||||||||
| 800 S DILLARD ST | WINTER GARDEN | FL | 34787 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $645,919 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $720,607 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $787,500 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,154,026 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,154,026 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,310 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,121,716 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $106,086 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $106,086 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,683 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,683 | TotalTaxAmt |
| Distributable Before Adj | $104,403 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $104,403 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $104,403 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $48,111 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $48,111 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $48,111 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $104,403 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $9,961 | UndistributedIncomePYAmt |
| Qualifying Distributions | $48,111 | QualifyingDistributionsAmt |
| Applied To Year1 | $9,961 | AppliedToYear1Amt |
| Applied To Current Year | $38,150 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $66,253 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| OAKLAND NATURE PRESERVE | |||||||
| 747 MACHETE TRAIL | OAKLAND | FL | 34760 | NONE | 509(A)(1) | OPERATIONS | $5,000 |
| OAKLAND NATURE PRESERVE | |||||||
| 747 MACHETE TRAIL | OAKLAND | FL | 34760 | NONE | 509(A)(1) | RESTROOM PROJECT | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $45,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $70 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,495 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $113,412 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $124,977 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $124,977 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JACK AMON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1220 COAST VILLAGE RD | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $6,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,450 | Amt |
| Disbursements Charitable Prps | $1,450 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERRILL LYNCH ACCOUNT | StockNm |
| EOY Book Value | $2,045,699 | EOYBookValueAmt |
| EOYFMV | $2,092,687 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LAND ROBLAR AVE | CategoryOrItemTxt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| CONSULTING FEES FOR OVERSIGHT | $1,000 | $1,000 | |
| BROKERAGE FEES | $3,895 | $3,895 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| ANNUAL REGISTRATION | $61 | $61 | |
| 1023 APPLICATION FEE | $600 | $600 | |
| FOREIGN TAX | $1 | $1 |
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