BIBI FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
BIBI FOUNDATION (EIN 45-4056072)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-11
IRS object ID
202123159349102172
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)
Return2021-11-11T12:14:08-08:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN330681319PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Tahim and Associates APCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12331 W Lincoln Ave Ste 300AddressLine1Txt
CityAnaheimCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92801ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN454056072EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BIBI FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBIBIBusinessNameControlTxt
Phone5624580709PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11514 N RAYMOND AVENUEAddressLine1Txt
CityFULLERTONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92831ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonM RIAZ CHAUDHARYPersonNm
Person TitlePresidentPersonTitleTxt
Signature2021-11-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRIAZPersonFirstNm
Person LastCHAUDHARYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAnne TahimPreparerPersonNm
PTINP00236983PTIN
Phone7147724744PhoneNum

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$4,950,965FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$442,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$9,382InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$9,382InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$23,683DividendsRevAndExpnssAmt
Dividends Net Invst Incm$23,683DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$50,223GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$50,223GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss$25,497NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$64,805NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,390,255GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$64,805CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$590,093TotalRevAndExpnssAmt
Total Net Invst Incm$148,093TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$361OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$1,627TaxesRevAndExpnssAmt
Taxes Net Invst Incm$127TaxesNetInvstIncmAmt
Deprec And Dpltn Rev And Expnss$20,682DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$20,682DeprecAndDpltnNetInvstIncmAmt
Other Expenses Rev And Expnss$42,951OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$36,031OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$75OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$65,621TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$56,840TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$75TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$212,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$212,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$277,621TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$56,840TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$212,075TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$312,472ExcessRevenueOverExpensesAmt
Net Investment Income$91,253NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,929,927SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,297,407SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,297,407SavAndTempCashInvstEOYFMVAmt
Invst Land Cost Or Other Basis$711,000InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$49,505InvstLandAccumDepreciationAmt
Land Bldg Investments BOY$682,177LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$661,495LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$661,495LandBldgInvestmentsEOYFMVAmt
Other Investments BOY$1,624,429OtherInvestmentsBOYAmt
Other Investments EOY$1,546,320OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,948,063OtherInvestmentsEOYFMVAmt
Other Assets EOY$44,000OtherAssetsEOYAmt
Other Assets EOYFMV$44,000OtherAssetsEOYFMVAmt
Total Assets BOY$4,236,533TotalAssetsBOYAmt
Total Assets EOY$4,549,222TotalAssetsEOYAmt
Total Assets EOYFMV$4,950,965TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$4,236,533NoDonorRstrNetAssestsBOYAmt
Tot Net Ast Or Fund Balances BOY$4,236,533TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,549,222TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,236,533TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,549,222TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,236,533TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$312,472ExcessRevenueOverExpensesAmt
Other Increases$217OtherIncreasesAmt
Subtotal$4,549,222SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,549,222TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MERRILL LYNCH #2001P2020-03-042020-09-11$992,000$992,000
MERRILL LYNCH #2001P2018-01-252020-01-30$306,775$260,000$46,775$46,775
MERRILL LYNCH #2157P2019-12-302020-03-19$169,513$165,748$3,765$3,765
MERRILL LYNCH #2157P2019-04-232020-11-17$728,388$714,988$13,400$13,400
MERRILL LYNCH #2252P2019-12-302020-03-19$36,524$36,170$354$354
MERRILL LYNCH #2252P2018-10-182020-11-17$157,055$156,544$511$511
FieldValueIRS element (for citing)
Capital Gain Net Income$64,805CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,268InvestmentIncomeExciseTaxAmt
Subtotal$1,268SubtotalAmt
Tax Based On Investment Income$1,268TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$534EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$534TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$7EsPenaltyAmt
Tax Due$741TaxDueAmt

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 Line1RUBINA CHAUDHARYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5629722786PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11514 N RAYMOND AVENUEAddressLine1Txt
CityFULLERTONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92831ZIPCd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
M RIAZ CHAUDHARY
1514 N RAYMOND AVENUEFULLERTONCA92831President10.00$0
RUBINA K R CHAUDHARY
1514 N RAYMOND AVENUEFULLERTONCA92831CFO10.00$0
MILIAMA MOEONE
340 E COMMONWEALTH AVEFULLERTONCA92832Secretary5.00$0
ANNE TAHIM
2331 W LINCOLN AVE 300ANAHEIMCA92801Treasurer5.00$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$1,677,749AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,132,099AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,809,848TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$3,809,848AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$57,148CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,752,700NetVlNoncharitableAssetsAmt
Minimum Investment Return$187,635MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$187,635MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,268TaxBasedOnInvestmentIncomeAmt
Total Tax$1,268TotalTaxAmt
Distributable Before Adj$186,367DistributableBeforeAdjAmt
Distributable Before Ded$186,367DistributableBeforeDedAmt
Distributable As Adjusted$186,367DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$212,075ExpensesAndContributionsAmt
Qualifying Distributions$212,075QualifyingDistributionsAmt
Adjusted Qualifying Distri$212,075AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$186,367DistributableAsAdjustedAmt
Undistributed Income PY$167,466UndistributedIncomePYAmt
Qualifying Distributions$212,075QualifyingDistributionsAmt
Applied To Year1$167,466AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$44,609AppliedToCurrentYearAmt
Undistributed Income CY$141,758UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerM RIAZ CHAUDHARYContributingManagerNm
Contributing ManagerRUBINA K R CHAUDHARYContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
UMMA COMMUNITY CLINIC
711 W FLORENCE AVELOS ANGELESCA90044NONEPCGENERAL SUPPORT GRANT$1,000
ISLAMIC SHURA COUNCIL OF SOUTHERN C
7231 Garden Grove Blvd Ste HGARDEN GROVECA92841NONEPCGENERAL SUPPORT GRANT$6,000
ISLAMIC SOCIETY OF ORANGE COUNTY
1 Al-Rahman PlazaGARDEN GROVECA92844NONEPCGENERAL SUPPORT GRANT$15,000
CAIR CALIFORNIA
2180 W CRESCENT AVE SUITE FANAHEIMCA92801NONEPCGENERAL SUPPORT GRANT$15,000
UPLIFT CHARITY
PO BOX 6197ANAHEIMCA92816NONEPCGENERAL SUPPORT GRANT$5,000
NISWA ASSN
25830 S WESTERN AVEHARBOR CITYCA90717NONEPCGENERAL SUPPORT GRANT$1,000
ZAYTUNA COLLEGE
2401 LE CONTE AVENUEBERKLEYCA94709NONEPCGENERAL SUPPORT GRANT$2,500
MUSLIM LEGAL FUND OF AMERICA
833 E ARAPAHO RD STE 209RICHARDSONTX75081NONEPCGENERAL SUPPORT GRANT$15,000
ISNA DEVELOPMENT FUND
6555 SOUTH COUNTY RD 750 EASTPLAINFIELDIN46168NONEPCGENERAL SUPPORT GRANT$1,000
HELPING HAND RELIEF AND DEVELOPMENT
520 CLAUDINA ST UNIT PANAHEIMCA92805NONEPCGENERAL SUPPORT GRANT$1,000
OLIVE COMMUNITY SERVICES
328 E COMMONWEALTH AVEFULLERTONCA92832PCGENERAL SUPPORT GRANT$52,500
ACCESS CALIFORNIA SERVICES
631 S BROOKHURST ST 107ANAHEIMCA92804NONEPCGENERAL GRANT SUPPORT$1,000
ICNA RELIEF SO CAL OFFICE
2180 W CRESCENT AVEANAHEIMCA92801NONEPCGENERAL SUPPORT GRANT$1,000
ISLAMIC CENTER OF FULLERTON
515 WEST VALENCIA DRIVE UNIT HFULLERTONCA92832NONEPCGENERAL SUPPORT GRANT$13,500
HUMAN DEVELOPMENT FOUNDATION
2775 ALGONQUIN ROAD 240ROLLING MEADOWSIL60008NONEPCGENERAL GRANT SUPPORT$1,000
ZAKAT FOUNDATION
7421 W 100TH PLACEBRIDGEVIEWIL60455NONEPCGENERAL SUPPORT GRANT$5,000
OLIVECS FOUNDATION
328 E COMMONWEALTH AVEFULLERTONCA92832PCGENERAL SUPPORT GRANT$75,000
RAMDAN READY
510 17TH STREETSANTA MONICACA90402PCGENERAL GRANT SUPPORT$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$212,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,382ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$23,683ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$25,497ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$64,805ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$123,367ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$123,367TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonRIAZ CHAUDHARYContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11514 N RAYMOND AVENUEAddressLine1Txt
CityFULLERTONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92831ZIPCd
FieldValueIRS element (for citing)
Total Contributions$442,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtRtRtCurrent Year ExpenseCurrentYearExpenseAmt
BUILDING-1340 NW FLORIDA2018-05-04$252,800$14,938SL0.0364$9,192
BUILDING-4411 NE FLORIDA2018-10-12$316,000$13,885SL0.0364$11,490

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp (2 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
Buildings$568,800$49,505$519,295$519,295
Land$142,200$142,200$142,200

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
EQUITIESAT COST$200,000$214,200
MUT FUNDS/CEF/UITAT COST$1,104,211$1,423,205
MUT FUNDS/CEF/UITAT COST$242,109$310,658

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescEOYFMVEOYFMVAmtEOY Book ValueEOYBookValueAmt
Loan RECEIVABLE$44,000
Loan RECEIVABLE$44,000

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
ATTORNEY GENERAL FEES$75$75
BANK CHARGES$415
FILING FEES - FTB$10
FLORIDA REGISTRATION$120
INVESTMENT ADVISORY FEES$11,305$11,305
PROFESSIONAL FEES$6,300
Rental Expenses$24,726$24,726

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPRIOR YEAR ADJUSTMENTDesc
Amt$217Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryFLORIDA FILING FEECategoryTxt
Amt$361Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAX PAID$127$127
IRS INCOME TAXES$1,500

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