AKHOURY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- AKHOURY FOUNDATION INC (EIN 22-3417520)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-06-30
- IRS object ID
- 202111819349101606
- Schema version
- 2020v4.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-30T16:14:50-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 223453068 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAFFEI MASIELLO & COMPANY PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 210 | AddressLine1Txt |
| City | MENDHAM | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 079450210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223417520 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AKHOURY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AKHO | BusinessNameControlTxt |
| Phone | 9733772315 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2251 GULF OF MEXICO DRIVE NO 304 | AddressLine1Txt |
| City | LONGBOAT KEY | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34228 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RAVINDRANATH AKHOURY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9733772315 | PhoneNum |
| Signature | 2021-06-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RAVINDRANATH | PersonFirstNm |
| Person Last | AKHOURY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN R MAFFEI CPA | PreparerPersonNm |
| PTIN | P00292851 | PTIN |
| Phone | 9735436055 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $412,996 | 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 | $327,503 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $3 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $143 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $326,037 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $164,931 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $327,649 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $164,934 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,103 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,052 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,051 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $108 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,211 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,052 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,051 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,170 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,170 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $16,381 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,052 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,221 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $311,268 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $163,882 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,292 | CashBOYAmt |
| Cash EOY | $290,538 | CashEOYAmt |
| Cash EOYFMV | $290,538 | CashEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $25,022 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,458 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $100,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $100,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $100,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $104,292 | TotalAssetsBOYAmt |
| Total Assets EOY | $415,560 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $412,996 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $586,913 | CapitalStockBOYAmt |
| Capital Stock EOY | $586,913 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$482,621 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$171,353 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $104,292 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $415,560 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $104,292 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $415,560 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $104,292 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $311,268 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $415,560 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $415,560 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ALPHABET INC CL C | D | 2016-02-24 | 2020-12-11 | $74,491 | $29,125 | $45,366 | $45,366 |
| AMAZON COM INC | D | 2018-01-30 | 2020-12-08 | $75,754 | $34,313 | $41,441 | $41,441 |
| KRANESHARES CSI CHINA INTERNET | D | 2017-06-19 | 2020-12-08 | $100,900 | $64,269 | $36,631 | $36,631 |
| MICROSOFT CORP | D | 2018-12-24 | 2020-12-08 | $74,892 | $33,399 | $41,493 | $41,493 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $164,931 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,278 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,278 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,278 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,300 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,300 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $3 | EsPenaltyAmt |
| Overpayment | $19 | OverpaymentAmt |
| Applied To ES Tax | $19 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RAVI AKHOURY | IndividualWithBooksNm |
| Phone | 9733772315 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2251 GULF OF MEXICO DRIVE APT 304 | AddressLine1Txt |
| City | LONGBOAT KEY | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34228 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| RAVI AKHOURY | ||||||||
| 2251 GULF OF MEXICO DRIVE APT 304 | LONGBOAT KEY | FL | 34228 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| VIRGINIA AKHOURY | ||||||||
| 2251 GULF OF MEXICO DRIVE APT 304 | LONGBOAT KEY | FL | 34228 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| PRIYA JOY AKHOURY | ||||||||
| 6 PINE VALLEY WAY | FLORHAM PARK | NJ | 07932 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $936 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,633 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,569 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,569 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $234 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,335 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $767 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $767 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,278 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,278 | TotalTaxAmt |
| Distributable Before Adj | $0 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $0 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,221 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $15,221 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $15,221 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $54,430 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $99,958 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $89,414 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $107,435 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $45,706 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $396,943 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $15,221 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $15,221 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $412,164 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $54,430 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $357,734 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $99,958 | ExcessFromYear4Amt |
| Excess From Year3 | $89,414 | ExcessFromYear3Amt |
| Excess From Year2 | $107,435 | ExcessFromYear2Amt |
| Excess From Year1 | $45,706 | ExcessFromYear1Amt |
| Excess From Current Year | $15,221 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RAVI AKHOURY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ASSOCIATION OF MARIAN HELPERS | ||||||
| EDEN HILL | STOCKBRIDGE | MA | 01263 | NONE | CHARITABLE BEQUEST | $55 |
| CATHOLIC FAITH APPEAL | ||||||
| PO BOX 1958 | VENICE | FL | 34284 | NONE | CHARITABLE BEQUEST | $500 |
| CHRIST CHILD SOCIETY OF SARASOTA | ||||||
| 7318 POINT OF ROCKS | SARASOTA | FL | 34242 | NONE | CHARITABLE BEQUEST | $250 |
| HOLY FAMILY CHURCH | ||||||
| 1 LLOYD AVENUE | FLORHAM PARK | NJ | 07932 | NONE | CHARITABLE BEQUEST | $275 |
| INCARNATION CATHOLIC CHURCH | ||||||
| 2901 BEE RIDGE ROAD | SARASOTA | FL | 34239 | NONE | CHARITABLE BEQUEST | $300 |
| OUR LADY OF PERPETUAL HELP RETREAT CENTER | ||||||
| 3989 S MOON DRIVE | VENICE | FL | 34292 | NONE | CHARIBABLE BEQUEST | $1,000 |
| RINGLING COLLEGE OF ART AND DESIGN | ||||||
| 2700 N TAMIAMI TRAIL | SARASOTA | FL | 34234 | NONE | CHARITABLE BEQUEST | $2,500 |
| ST MARY STAR OF GUILD | ||||||
| 676 EL CENTRO | LONG BOAT KEY | FL | 34228 | NONE | CHARITABLE BEQUEST | $365 |
| ST MARY STAR OF THE SEA CHURCH | ||||||
| 4280 GULF OF MEXICO DRIVE | LONG BOAT KEY | FL | 34228 | NONE | CHARITABLE BEQUEST | $2,025 |
| ST MARY STAR OF THE SEA CHURCH - MENS CLUB | ||||||
| 4280 GULF OF MEXICO DRIVE | LONG BOAT KEY | FL | 34228 | NONE | CHARITABLE BEQUEST | $100 |
| GOOD COUNCIL HOMES | ||||||
| 116 HEULINGS AVE | RIVERSIDE | NJ | 08075 | NONE | CHARITABLE BEQUEST | $300 |
| HOLY TRINITY CHURCH | ||||||
| 408 PROSPECT ST | LONG BRANCH | NJ | 07740 | NONE | CHARITABLE BEQUEST | $1,500 |
| SARASOTA MEMORIAL HEALTHCARE FOUNDATION | ||||||
| 1515 S OSPREY AVE | SARASOTA | FL | 34239 | NONE | CHARITABLE BEQUEST | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,170 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $143 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $146 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $146 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| RAVI AKHOURY | |||||||
| 1 | 2251 GULF OF MEXICO DRIVE | LONGBOAT KEY | FL | 34228 | $75,792 | Yes (X) | Yes (X) |
| RAVI AKHOURY | |||||||
| 2 | 2251 GULF OF MEXICO DRIVE | LONGBOAT KEY | FL | 34228 | $1,609 | Yes (X) | |
| RAVI AKHOURY | |||||||
| 3 | 2251 GULF OF MEXICO DRIVE | LONGBOAT KEY | FL | 34228 | $100,537 | Yes (X) | Yes (X) |
| RAVI AKHOURY | |||||||
| 4 | 2251 GULF OF MEXICO DRIVE | LONGBOAT KEY | FL | 34228 | $75,001 | Yes (X) | Yes (X) |
| RAVI AKHOURY | |||||||
| 5 | 2251 GULF OF MEXICO DRIVE | LONGBOAT KEY | FL | 34228 | $74,564 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 24 SHARES AMAZON COM INC. COMMON STOCK | $75,792 | 2020-12-07 |
| 3 | 1325 SHARES KRANESHARES CSI CHINA INTERNET COMMON STOCK | $100,537 | 2020-12-07 |
| 4 | 350 SHARES MICROSOFT CORP COMMON STOCK | $75,001 | 2020-12-07 |
| 5 | 42 SHARES ALPHABET INC COMMON STOCK | $74,564 | 2020-12-10 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,103 | Amt |
| Net Investment Income | $1,052 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,051 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FISKER INC CL A (FSR) | StockNm |
| EOY Book Value | $25,022 | EOYBookValueAmt |
| EOYFMV | $22,458 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AIINGOV INC | AT COST | $50,000 | $50,000 |
| ENGLISH HELPER INC | AT COST | $50,000 | $50,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES PAID | CategoryTxt |
| Amt | $108 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments