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

View the entire original 990 at ProPublica ↗

Organization
SONNI FAMILY FOUNDATION INC (EIN 20-2015095)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-10-18
IRS object ID
202242919349101104
Schema version
2021v4.2
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)
Return2022-10-18T09:22:54-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1420 SOUTH ORANGE AVENUE SUITE 500AddressLine1Txt
CityORLANDOCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32801ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN202015095EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SONNI FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSONNBusinessNameControlTxt
Phone8634462017PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12921 LAKEVIEW DRIVEAddressLine1Txt
CitySEBRINGCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33870ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRAJESWARI SONNIPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone8634462017PhoneNum
Signature2022-10-18SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRAJESWARIPersonFirstNm
Person LastSONNIPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAMY CHAPMANPreparerPersonNm
PTINP00843460PTIN
Phone4078021200PhoneNum
Preparation2022-10-18PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
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$1,253,800FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$73,138DividendsRevAndExpnssAmt
Dividends Net Invst Incm$72,374DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$58,925NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$463,800GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$58,925CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$132,063TotalRevAndExpnssAmt
Total Net Invst Incm$131,299TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,250AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,625AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,625AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$1,397OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$697OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$700OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,647TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,322TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,325TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$36,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$36,200ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$40,847TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,322TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$38,525TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$91,216ExcessRevenueOverExpensesAmt
Net Investment Income$128,977NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$9,105CashBOYAmt
Cash EOY$8,258CashEOYAmt
Cash EOYFMV$8,258CashEOYFMVAmt
Sav And Temp Cash Invst BOY$7,252SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$179,035SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$179,035SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$997,486USGovernmentObligationsBOYAmt
US Government Obligations EOY$904,559USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,066,507USGovtObligationsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,471LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,471LandBldgEquipAccumDeprecAmt
Total Assets BOY$1,013,843TotalAssetsBOYAmt
Total Assets EOY$1,091,852TotalAssetsEOYAmt
Total Assets EOYFMV$1,253,800TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,013,843NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,091,852NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,013,843TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,091,852TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,013,843TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,091,852TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,013,843TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$91,216ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,105,059SubtotalAmt
Other Decreases$13,207OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,091,852TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$463,800GrossSalesPriceAmt
Cost Or Other Basis$404,875CostOrOtherBasisAmt
Gain Or Loss$58,925GainOrLossAmt
Gains Minus Excess Or Losses$58,925GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$58,925CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,793InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,793SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,793TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$469EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$469TotalPaymentsAndCreditsAmt
Es Penalty$13EsPenaltyAmt
Tax Due$1,337TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCLIFTONLARSONALLEN LLPIndividualWithBooksNm
Phone8633851577PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12523 US HIGHWAY 27 SAddressLine1Txt
CitySEBRINGCityNm
State AbbreviationFLStateAbbreviationCd
ZIP338703702ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RAJESWARI SONNI
2921 LAKEVIEW DRIVESEBRINGFL33870PRESIDENT1.00$0$0$0
ASHOK SONNI
2921 LAKEVIEW DRIVESEBRINGFL33870VICE PRES1.00$0$0$0
SEAN S SONNI
2921 LAKEVIEW DRIVESEBRINGFL33870DIRECTOR1.00$0$0$0
SMITHA SONNI
2921 LAKEVIEW DRIVESEBRINGFL33870DIRECTOR1.00$0$0$0
SANDYA RADHAKRISHNA
7834 ROBINDEL WAYCUPERTINOCA95014DIRECTOR1.00$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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,111,552AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$122,579AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,234,131TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,234,131AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$18,512CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,215,619NetVlNoncharitableAssetsAmt
Minimum Investment Return$60,781MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$60,781MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,793TaxBasedOnInvestmentIncomeAmt
Total Tax$1,793TotalTaxAmt
Distributable Before Adj$58,988DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$58,988DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$58,988DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$38,525ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$38,525QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$58,988DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$2,565ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr1$26,310ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$28,875TotalExcessDistributionCyovAmt
Qualifying Distributions$38,525QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$38,525AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$20,463ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$20,463ExcessDistributionCyovAppCYAmt
Total Corpus$8,412TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$8,412ExcessDistriCyovToNextYrAmt
Excess From Year1$8,412ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AUBREY LYNN LANIER
64 MIAMI DRIVELAKE PLACIDFL33852NONEICOLLEGE SCHOLARSHIP$4,000
BRIAN KETH SIMPSON
1601 CHATSWORTH STREETLAKE PLACIDFL33852NONEICOLLEGE SCHOLARSHIP$4,000
CHINMAYA MISSION ORLANDO
1221 CHINMAYA WAYCASSELBERRYFL32707NONEPCGENERAL SUPPORT$1,000
JANELLE DESOURCES
200 LAKESIDE ROADSEBRINGFL33870NONEICOLLEGE SCHOLARSHIP$3,200
KEITH ANTHONY ROBERTS
167 LEISURE LNVENUSFL33960NONEICOLLEGE SCHOLARSHIP$4,000
MARIA LOYA FLORES
1903 MELADY AVESEBRINGFL33870NONEICOLLEGE SCHOLARSHIP$4,000
SHANERIA WILLIAMS
2457 W TAUNTON ROADAVON PARKFL33825NONEICOLLEGE SCHOLARSHIP$2,000
TYLER EDWARD JOHNSON
2631 ISLAND DRIVESEBRINGFL33872NONEICOLLEGE SCHOLARSHIP$4,000
VALDEHI PERSAD
3014 MARLIN DRIVESEBRINGFL33870NONEICOLLEGE SCHOLARSHIP$4,000
CAMILA RIMOLDI IBANEZ
5123 LAKEWOOD RDSEBRINGFL33875NONEICOLLEGE SCHOLARSHIP$2,000
JOSHUA THOMAS FARLESS
3056 CALLIOPE DRAVON PARKFL33825NONEICOLLEGE SCHOLARSHIP$2,000
KYRIA WICKHAM
902 S EGRET STSEBRINGFL33870NONEICOLLEGE SCHOLARSHIP$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$36,200TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$73,138ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$58,925ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$132,063ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$132,063TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,250Amt
Net Investment Income$1,625NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,625DisbursementsCharitablePrpsAmt

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionSECTION 4942 (H)(2) ELECTIONAS TO THE TREATMENT OF QUALIFYING DISTRIBUTIONSPURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS.ElectionDesc

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$0USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$904,559StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$1,066,507StateLocalSecEOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescDECREASE IN COST BASISDesc
Amt$13,207Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$70$35$35
MEALS & ENTERTAINMENT$171$85$86
LICENSES$551$275$276
DUES AND SUBSCRIPTIONS$200$100$100
OFFICE EXPENSE$405$202$203

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