AMIN FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
AMIN FOUNDATION (EIN 80-0075857)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-03-15
IRS object ID
202110749349100611
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-03-15T09:48:05-07:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

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
Signature2021-03-15SignatureDt
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)
Tax2020TaxYr
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$86,799DividendsRevAndExpnssAmt
Dividends Net Invst Incm$86,799DividendsNetInvstIncmAmt
Dividends Adj Net Incm$86,799DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$117,403NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,228,727GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$117,403CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$74,141OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$278,343TotalRevAndExpnssAmt
Total Net Invst Incm$204,202TotalNetInvstIncmAmt
Total Adj Net Incm$86,799TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$50,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$50,000CompOfcrDirTrstNetInvstIncmAmt
Accounting Fees Rev And Expnss$6,200AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$6,200AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$38,176OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$38,176OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$4,631TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4,631TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$99,007TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$99,007TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$160,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$160,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$259,007TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$99,007TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$160,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$19,336ExcessRevenueOverExpensesAmt
Net Investment Income$105,195NetInvestmentIncomeAmt
Adjusted Net Income$86,799AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$149,026CashBOYAmt
Cash EOY$167,970CashEOYAmt
Corporate Stock BOY$2,302,812CorporateStockBOYAmt
Corporate Stock EOY$1,650,957CorporateStockEOYAmt
Other Investments BOY$666,511OtherInvestmentsBOYAmt
Other Investments EOY$1,037,105OtherInvestmentsEOYAmt
Total Assets BOY$3,118,349TotalAssetsBOYAmt
Total Assets EOY$2,856,032TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$3,118,349CapitalStockBOYAmt
Capital Stock EOY$2,856,032CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$3,118,349TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,856,032TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,118,349TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,856,032TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,118,349TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$19,336ExcessRevenueOverExpensesAmt
Subtotal$3,137,685SubtotalAmt
Other Decreases$281,653OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,856,032TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ASSETMARK COVERED STP2020-01-012020-01-01$193,195$209,265-$16,070-$16,070
ASSETMARK COVERED STP2000-01-012020-01-01$1,035,532$902,059$133,473$133,473
FieldValueIRS element (for citing)
Capital Gain Net Income$117,403CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$16,070NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,462InvestmentIncomeExciseTaxAmt
Subtotal$1,462SubtotalAmt
Tax Based On Investment Income$1,462TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,500EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,500TotalPaymentsAndCreditsAmt
Overpayment$1,038OverpaymentAmt
Applied To ES Tax$1,038AppliedToESTaxAmt

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$2,856,032AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,856,032TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$2,856,032AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$42,840CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,813,192NetVlNoncharitableAssetsAmt
Minimum Investment Return$140,660MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$140,660MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,462TaxBasedOnInvestmentIncomeAmt
Total Tax$1,462TotalTaxAmt
Distributable Before Adj$139,198DistributableBeforeAdjAmt
Distributable Before Ded$139,198DistributableBeforeDedAmt
Distributable As Adjusted$139,198DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$160,000ExpensesAndContributionsAmt
Qualifying Distributions$160,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$160,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$139,198DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$5,709ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$5,078ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$13,244ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$6,668ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$30,699TotalExcessDistributionCyovAmt
Qualifying Distributions$160,000QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$139,198AppliedToCurrentYearAmt
Remaining Distri From Corpus$20,802RemainingDistriFromCorpusAmt
Total Corpus$51,501TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$5,709ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$45,792ExcessDistriCyovToNextYrAmt
Excess From Year3$5,078ExcessFromYear3Amt
Excess From Year2$13,244ExcessFromYear2Amt
Excess From Year1$6,668ExcessFromYear1Amt
Excess From Current Year$20,802ExcessFromCurrentYearAmt

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 (21 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$10,000
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$5,000
BILLY GRAHAM EVANGELISTIC ASSOC
1 BILLY GRAHAM PARKWAYCHARLOTTENC28201SUPPORTED ORGPCFOR FELLOWSHIP$5,000
THE NAVIGATORS
3820 N 30TH STCOLORADO SPRINGSCO80904SUPPORTED ORGPCFOR FELLOWSHIP$5,000
THE POCKET TESTAMENT LEAGUE
11 TOLL GATE RDLITITZPA17543SUPPORTED ORGPCFOR FELLOWSHIP$5,000
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
CALIFORNIA BAPTIST UNIVERSITY
8432 MAGNOLIA AVERIVERSIDECA92504SUPPORTED ORGPCFOR FELLOWSHIP$5,000
BOYS GIRLS CLUBS OF GARDEN GROVE
10540 CHAPMAN AVEGARDEN GROVECA92840SUPPORTED ORGEOFFOR ASSISTANCE TO INDIGENT FAMILIES$5,000
TIM TEBOW FOUNDATION
2220 COUNTRY RD 210 WJACKSONVILLEFL32259SUPPORTED ORGEOFFOR FELLOWSHIP$5,000
OPEN DOORS USA
PO BOX 27001SANTA ANACA92799SUPPORTED ORGEOFFOR ASSISTANCE TO INDIGENT CHILDREN$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$160,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$86,799ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$74,141ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$117,403RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$160,940ExclusionAmt
Related Or Exempt Function Incm$117,403RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$278,343TotalIncomeProducingActyAmt

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$6,200Amt
Net Investment Income$6,200NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmt
EQUITIES$1,191,747
MUTUAL FUNDS$442,075
STOCKS$17,135

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmt
ETFSFMV$22,615
REITSFMV$671,359
ANNUITIESFMV$343,131

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Investment IncomeDesc
Revenue And Expenses Per Books$74,141RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISOR FEESCategoryTxt
Amt$38,176Amt
Net Investment Income$38,176NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFTB AND RRF-1CategoryTxt
Amt$4,631Amt
Net Investment Income$4,631NetInvestmentIncomeAmt

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