TAPIA FAMILY FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
TAPIA FAMILY FOUNDATION INC (EIN 84-2905415)
Tax period
2021-08-01 to 2022-07-31
Filed
2022-12-13
IRS object ID
202233479349101208
Schema version
2021v4.1
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)
Return2022-12-13T16:18:56-08:00ReturnTs
Tax Period End2022-07-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN860639855PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1THOMAS G GEORGIOU P CBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18350 E RAINTREE DR 201AddressLine1Txt
CitySCOTTSDALECityNm
State AbbreviationAZStateAbbreviationCd
ZIP85260ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-08-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN842905415EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE TAPIA FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTAPIBusinessNameControlTxt
Phone6027953029PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13025 W WELDON AVENUEAddressLine1Txt
CityPHOENIXCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85017ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLEROY TAPIAPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6027953029PhoneNum
Signature2022-12-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLEROYPersonFirstNm
Person LastTAPIAPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTHOMAS G GEORGIOUPreparerPersonNm
PTINP00236335PTIN
Phone4804298565PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
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$468,393FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$2InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$2InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$10,700DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,700DividendsNetInvstIncmAmt
Dividends Adj Net Incm$10,700DividendsAdjNetIncmAmt
Cap Gain Net Incm Net Invst Incm$51,858CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$10,702TotalRevAndExpnssAmt
Total Net Invst Incm$62,560TotalNetInvstIncmAmt
Total Adj Net Incm$10,702TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$10,425LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$10,425LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$0AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$7,162OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$7,162OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$7,162OtherProfFeesAdjNetIncmAmt
Taxes Rev And Expnss$348TaxesRevAndExpnssAmt
Taxes Net Invst Incm$282TaxesNetInvstIncmAmt
Taxes Adj Net Incm$282TaxesAdjNetIncmAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$55,045OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$55,045OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$72,980TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,444TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$7,444TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$65,470TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$72,980TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,444TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$7,444TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$65,470TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$62,278ExcessRevenueOverExpensesAmt
Net Investment Income$55,116NetInvestmentIncomeAmt
Adjusted Net Income$3,258AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$21,270SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$15,159SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$15,159SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Corporate Stock BOY$426,246CorporateStockBOYAmt
Corporate Stock EOY$421,627CorporateStockEOYAmt
Corporate Stock EOYFMV$453,234CorporateStockEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$447,516TotalAssetsBOYAmt
Total Assets EOY$436,786TotalAssetsEOYAmt
Total Assets EOYFMV$468,393TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$447,516NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$436,786NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$447,516TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$436,786TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$447,516TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$436,786TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$447,516TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$62,278ExcessRevenueOverExpensesAmt
Other Increases$51,858OtherIncreasesAmt
Subtotal$437,096SubtotalAmt
Other Decreases$310OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$436,786TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Gross Sales Price$373,654GrossSalesPriceAmt
Depreciation$0DepreciationAmt
Cost Or Other Basis$321,796CostOrOtherBasisAmt
Gain Or Loss$51,858GainOrLossAmt
FMV As Of123169$0FMVAsOf123169Amt
Adjusted Basis As Of123169$0AdjustedBasisAsOf123169Amt
Excess FMV Over Adjusted Bss$0ExcessFMVOverAdjustedBssAmt
Gains Minus Excess Or Losses$51,858GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$51,858CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$766InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$766SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$766TaxBasedOnInvestmentIncomeAmt
Original Return Tax Paid$0OriginalReturnTaxPaidAmt
Tax Due$766TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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 SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateAZOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksLEROY TAPIA PRESIDENTIndividualWithBooksNm
Phone6027953029PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13025 W WELDON AVEAddressLine1Txt
CityPHOENIXCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85017ZIPCd
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
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LEROY TAPIA
3025 W WELDON AVEPHOENIXAZ85017DIR/PRES/TREAS8.00$0$0$0
AMANDA L SERNA
3025 W WELDON AVEPHOENIXAZ85017DIR/2ND VP/SEC2.00$0$0$0
BENJAMIN SERNA
3025 W WELDON AVEPHOENIXAZ85017DIR/1ST VP1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1SHOP FOR, PURCHASE & ASSIST IN DISTRIBUTING TOYS FOR UNDER-SERVED & LOW INCOME CHILDREN. DONE IN CONJUNCTION WITH ANOTHER AZ CHARITABLE ORGANIZATION, THE ZOE FOUNDATION.Description1Txt
Expenses1$5,000Expenses1Amt
Description2PURCHASE LAND UPON WHICH 2 GROUP HOMES WILL BE BUILT FOR UNDER-SERVED, LOW INCOME AND MENTALLY-HANDICAPPED ADULTS. DONE WITH OTHER CHARITABLE ORGANIZATIONS, INCL. HABITAT FOR HUMANITY.Description2Txt
Expenses2$50,000Expenses2Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NO PROGRAM-RELATED INVESTMENTS WERE MADE THIS TAX YEARDescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$527,849AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$18,871AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$546,720TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$546,720AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,201CashDeemedCharitableAmt
Net Vl Noncharitable Assets$538,519NetVlNoncharitableAssetsAmt
Minimum Investment Return$26,926MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$65,470ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$65,470QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$32,608ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$13,133ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$45,741TotalExcessDistributionCyovAmt
Qualifying Distributions$65,470QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$65,470RemainingDistriFromCorpusAmt
Total Corpus$111,211TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$111,211ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$32,608ExcessFromYear2Amt
Excess From Year1$13,133ExcessFromYear1Amt
Excess From Current Year$65,470ExcessFromCurrentYearAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$3,258CurrentYearAmt
Year1$4,773Year1Amt
Year2$4,223Year2Amt
Total$12,254TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$2,769CurrentYearAmt
Year1$4,057Year1Amt
Year2$3,590Year2Amt
Total$10,416TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$65,470CurrentYearAmt
Year1$13,133Year1Amt
Year2$32,608Year2Amt
Total$111,211TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

FieldValueIRS element (for citing)
Year2$6,920Year2Amt
Total$6,920TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$65,470CurrentYearAmt
Year1$13,133Year1Amt
Year2$25,688Year2Amt
Year3$0Year3Amt
Total$104,291TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$17,951CurrentYearAmt
Year1$16,428Year1Amt
Year2$9,905Year2Amt
Total$44,284TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerLEROY TAPIAContributingManagerNm
Shareholder ManagerNAShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,700ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion19ExclusionCd
Exclusion$51,858ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$62,560ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$62,560TotalIncomeProducingActyAmt

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMERRILL LYNCH XXX-X2499 INVESTMENT ACCOUNTStockNm
EOY Book Value$421,627EOYBookValueAmt
EOYFMV$453,234EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryTHOMAS G. GEORGIOU, P.C. ADVICE & COMPLIANCECategoryTxt
Legal Fees$10,425LegalFeesAmt
Disbursements Charitable Prps$10,425DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
FEDERAL EXCISE TAXES$66
ADJUST FOR ROUNDING$244

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
AZ CORP COMM FEES$45$45
LOW INCOME ASSISTANCE PROJECT$5,000$5,000
GROUP HOME PROJECT$50,000$50,000
INTL. LOW INCOME ASSISTANCE PROJECT

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNET CAPITAL GAIN INCOMEDesc
Amt$51,858Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
MERRILL LYNCH ANNUAL ACCOUNT FEE$150$150$150
MERRILL LYNCH INVESTMENT ADVISORY FEES$7,012$7,012$7,012

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
ADR & FOREIGN TAX WITHHOLDING$282$282$282
FEDERAL INCOME/EXCISE TAXES$66

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