RAHIM FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- RAHIM FOUNDATION INC (EIN 47-2912447)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-12
- IRS object ID
- 202141329349101909
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-12T11:44:46-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 593484614 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PECK JENKINS KERSHNER CPAS PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 34650 US HIGHWAY 19 N STE 108 | AddressLine1Txt |
| City | PALM HARBOR | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34684 | 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 | 472912447 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAHIM FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RAHI | BusinessNameControlTxt |
| Phone | 7277411324 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5749 WESTSHORE DRIVE | AddressLine1Txt |
| City | NEW PORT RICHEY | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34652 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANISA RAHIM | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7277411324 | PhoneNum |
| Signature | 2021-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANISA | PersonFirstNm |
| Person Last | RAHIM | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LEAH M KERSHNER | PreparerPersonNm |
| PTIN | P00565615 | PTIN |
| Phone | 7277852773 | PhoneNum |
| Preparation | 2021-05-12 | PreparationDt |
| 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 | $503,649 | 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 | $51,729 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $10,184 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,184 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$7,043 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $254,841 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $161 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $54,872 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,347 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $650 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $3,755 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $125 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $4,530 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $26,025 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $26,025 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $30,555 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $26,025 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $24,317 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,347 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,549 | CashBOYAmt |
| Cash EOY | $3,395 | CashEOYAmt |
| Cash EOYFMV | $3,395 | CashEOYFMVAmt |
| Corporate Stock BOY | $101,822 | CorporateStockBOYAmt |
| Corporate Stock EOY | $133,261 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $146,689 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $346,343 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $343,375 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $353,565 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $455,714 | TotalAssetsBOYAmt |
| Total Assets EOY | $480,031 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $503,649 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $455,714 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $480,031 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $455,714 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $480,031 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $455,714 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $480,031 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $455,714 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $24,317 | ExcessRevenueOverExpensesAmt |
| Subtotal | $480,031 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $480,031 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $161 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $144 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $144 | SubtotalAmt |
| Tax Based On Investment Income | $144 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $144 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DR ANISA RAHIM | IndividualWithBooksNm |
| Phone | 7277411324 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 236 5TH STREET 1ST FLOOR | AddressLine1Txt |
| City | JERSEY CITY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07302 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| ANISA RAHIM | ||||||||
| 236 5TH STREET 1ST FLOOR | JERSEY CITY | NJ | 07302 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| SAQUIB RAHIM | ||||||||
| 145 E 27TH STREET APT 5J | NEW YORK | NY | 10016 | SECRETARY | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $425,527 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,472 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $430,999 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $430,999 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,465 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $424,534 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $21,227 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $21,227 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $144 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $144 | TotalTaxAmt |
| Distributable Before Adj | $21,083 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $21,083 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $21,083 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $26,025 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $26,025 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $26,025 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $21,083 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $18,470 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $11,898 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $9,730 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $40,098 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $26,025 | QualifyingDistributionsAmt |
| Applied To Current Year | $21,083 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,942 | RemainingDistriFromCorpusAmt |
| Total Corpus | $45,040 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $18,470 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $26,570 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $11,898 | ExcessFromYear4Amt |
| Excess From Year2 | $9,730 | ExcessFromYear2Amt |
| Excess From Current Year | $4,942 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RAHIM FAMILY LLC | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| AMERICAN DIABETES ASSOCIATION | ||||||
| PO BOX 7023 | MERRIFIELD | VA | 22116 | CHARITABLE CONTRIBUTION | $90 | |
| AMERICAN HEART ASSOCIATION | ||||||
| 10 GLENLAKE PKWY NE | ATLANTA | GA | 30328 | CHARITABLE CONTRIBUTION | $100 | SOUTH TOWER STE 400 |
| AMERICAN RED CROSS | ||||||
| 3310 W MAIN STREET | TAMPA | FL | 33607 | CHARITABLE CONTRIBUTION | $125 | |
| CHS | ||||||
| 1485 SEMORAN BOULEVARD | WINTER PARK | FL | 32792 | CHARITABLE CONTRIBUTION | $3,000 | |
| DOCTORS WITHOUT BORDERS | ||||||
| 333 SEVENTH AVENUE | NEW YORK | NY | 10001 | CHARITABLE CONTRIBUTION | $200 | 2ND FLOOR |
| ISLAMIC CENTER | ||||||
| 4715 GRAND BOULEVARD | NEW PORT RICHEY | FL | 34652 | CHARITABLE CONTRIBUTION | $4,000 | |
| ISLAMIC CENTER | ||||||
| 4715 GRAND BOULEVARD | NEW PORT RICHEY | FL | 34652 | CHARITABLE CONTRIBUTION | $12,000 | |
| ISLAMIC CENTER | ||||||
| 4715 GRAND BOULEVARD | NEW PORT RICHEY | FL | 34652 | CHARITABLE CONTRIBUTION | $6,000 | |
| UNITED PRODUCTION FOUNDATION | ||||||
| PO BOX 650458 | POTOMAC FALLS | VA | 20165 | CHARITABLE CONTRIBUTION | $100 | |
| WUSF | ||||||
| 4202 EAST FOWLER AVE | TAMPA | FL | 33620 | CHARITABLE CONTRIBUTION | $150 | TVB100 |
| WUSF | ||||||
| 4202 EAST FOWLER AVE | TAMPA | FL | 33620 | CHARITABLE CONTRIBUTION | $260 | TVB100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $26,025 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $10,184 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$7,043 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,143 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,143 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAHIM FAMILY LLC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5749 WEST SHORT DRIVE | AddressLine1Txt |
| City | NEW PORT RICHEY | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34652 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $51,431 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 209 ACCENTURE PLC IRELAND SHARES | NoncashPropertyDesc |
| Fair Market Value | $51,431 | FairMarketValueAmt |
| Received | 2020-11-25 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $650 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (71 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| ABBOTT LABORATORIES | 2020-01 | PURCHASE | 2020-10 | $327 | $258 | $69 |
| AIR PRODUCTS & CHEMICALS | 2020-01 | PURCHASE | 2020-10 | $301 | $226 | $75 |
| AMERICAN TOWER CORP REIT | 2020-01 | PURCHASE | 2020-04 | $252 | $224 | $28 |
| AMERICAN WATER WORKS CO | 2020-01 | PURCHASE | 2020-04 | $258 | $241 | $17 |
| AMERISOURCEBERGEN CORP | 2020-01 | PURCHASE | 2020-11 | $318 | $255 | $63 |
| APPLE INC | 2020-01 | PURCHASE | 2020-10 | $689 | $447 | $242 |
| BROADRIDGE FINANCIAL SOLUTIONS | 2020-01 | PURCHASE | 2020-10 | $277 | $250 | $27 |
| BROWN AND BROWN INC COM | 2020-01 | PURCHASE | 2020-10 | $279 | $237 | $42 |
| CARRIER GLOBAL CORP | 2020-01 | PURCHASE | 2020-04 | $113 | $229 | -$116 |
| CARRIER GLOBAL CORP | 2020-04 | PURCHASE | 2020-04 | $42 | $50 | -$8 |
| CHURCH & DWIGHT INC | 2020-04 | PURCHASE | 2020-10 | $274 | $195 | $79 |
| CLOROX COMPANY | 2020-01 | PURCHASE | 2020-04 | $355 | $304 | $51 |
| COLGATE-PALMOLIVE | 2020-01 | PURCHASE | 2020-11 | $341 | $275 | $66 |
| COSTCO WHSL CORP NEW COM | 2020-01 | PURCHASE | 2020-10 | $366 | $293 | $73 |
| CROWN CASTLE INTERNATIONAL CORP | 2020-01 | PURCHASE | 2020-04 | $286 | $277 | $9 |
| DISNEY WALT COMPANY | 2020-01 | PURCHASE | 2020-05 | $866 | $1,160 | -$294 |
| DISNEY WALT COMPANY | 2020-04 | PURCHASE | 2020-05 | $325 | $288 | $37 |
| EATON VANCE CORP NON VTG | 2020-01 | PURCHASE | 2020-10 | $1,577 | $1,200 | $377 |
| EMERSON ELECTRIC CO | 2020-01 | PURCHASE | 2020-10 | $278 | $308 | -$30 |
| EVERSOURCE ENERGY | 2020-01 | PURCHASE | 2020-04 | $265 | $248 | $17 |
| EXXON MOBIL CORP | 2020-01 | PURCHASE | 2020-10 | $593 | $1,187 | -$594 |
| EXXON MOBIL CORP | 2020-04 | PURCHASE | 2020-10 | $244 | $279 | -$35 |
| FACTSET RESEARCH SYSTEMS | 2020-01 | PURCHASE | 2020-01 | $284 | $267 | $17 |
| GRAINGER W W INC | 2020-01 | PURCHASE | 2020-10 | $387 | $340 | $47 |
| JACK HENRY & ASSOC INC | 2020-01 | PURCHASE | 2020-05 | $374 | $293 | $81 |
| HOME DEPOT INC | 2020-01 | PURCHASE | 2020-10 | $284 | $235 | $49 |
| LAUDER ESTEE COS INC | 2020-04 | PURCHASE | 2020-05 | $1,198 | $1,061 | $137 |
| LOWES COMPANIES INC | 2020-01 | PURCHASE | 2020-10 | $512 | $364 | $148 |
| MICROSOFT CORP | 2020-01 | PURCHASE | 2020-05 | $374 | $318 | $56 |
| NEW JERSEY RES CORP | 2020-01 | PURCHASE | 2020-04 | $943 | $1,142 | -$199 |
| NIKE INC CLASS B | 2020-01 | PURCHASE | 2020-10 | $390 | $304 | $86 |
| OTIS WORLDWIDE | 2020-01 | PURCHASE | 2020-04 | $17 | $29 | -$12 |
| OTIS WORLDWIDE | 2020-04 | PURCHASE | 2020-04 | $6 | $6 | |
| OTIS WORLDWIDE | 2020-01 | PURCHASE | 2020-04 | $168 | $292 | -$124 |
| OTIS WORLDWIDE | 2020-04 | PURCHASE | 2020-04 | $63 | $64 | -$1 |
| P P G INDUSTRIES INC | 2020-01 | PURCHASE | 2020-10 | $539 | $513 | $26 |
| PHILLIPS 66 | 2020-01 | PURCHASE | 2020-05 | $383 | $523 | -$140 |
| POLARIS INC | 2020-01 | PURCHASE | 2020-04 | $700 | $1,231 | -$531 |
| POLARIS INC | 2020-04 | PURCHASE | 2020-04 | $485 | $422 | $63 |
| PROCTER & GAMBLE CO | 2020-01 | PURCHASE | 2020-10 | $283 | $245 | $38 |
| S&P GLOBAL INC | 2020-01 | PURCHASE | 2020-10 | $358 | $284 | $74 |
| J M SMUCKER CO | 2020-01 | PURCHASE | 2020-04 | $324 | $307 | $17 |
| SYSCO CORPORATION | 2020-01 | PURCHASE | 2020-04 | $664 | $1,182 | -$518 |
| SYSCO CORPORATION | 2020-04 | PURCHASE | 2020-04 | $521 | $449 | $72 |
| TJX COS INC NEW | 2020-01 | PURCHASE | 2020-04 | $887 | $1,236 | -$349 |
| UNITED PARCEL SERVICE-B | 2020-01 | PURCHASE | 2020-10 | $522 | $349 | $173 |
| UNITEDHEALTH GROUP | 2020-01 | PURCHASE | 2020-11 | $354 | $293 | $61 |
| V F CORPORATION | 2020-01 | PURCHASE | 2020-10 | $311 | $388 | -$77 |
| VIRTUS NEWFLEET LOW | 2019-09 | PURCHASE | 2020-04 | $96,898 | $101,473 | -$4,575 |
| WALMART INC | 2020-01 | PURCHASE | 2020-10 | $284 | $232 | $52 |
| XCEL ENERGY INC | 2020-01 | PURCHASE | 2020-10 | $290 | $249 | $41 |
| ACCENTURE PLC IRELAND | 2019-12 | PURCHASE | 2020-01 | $96,808 | $100,553 | -$3,745 |
| CHUBB LTD | 2020-01 | PURCHASE | 2020-11 | $270 | $308 | -$38 |
| THORNBURG INCOME TR | 2018-05 | PURCHASE | 2020-04 | $2,250 | $2,223 | $27 |
| THORNBURG INCOME TR | 2018-05 | PURCHASE | 2020-06 | $7,050 | $6,704 | $346 |
| THORNBURG INCOME TR | 2018-06 | PURCHASE | 2020-06 | $75 | $72 | $3 |
| THORNBURG INCOME TR | 2018-07 | PURCHASE | 2020-06 | $87 | $83 | $4 |
| THORNBURG INCOME TR | 2018-07 | PURCHASE | 2020-06 | $3,977 | $3,782 | $195 |
| THORNBURG INCOME TR | 2018-08 | PURCHASE | 2020-06 | $94 | $90 | $4 |
| THORNBURG INCOME TR | 2018-09 | PURCHASE | 2020-06 | $93 | $89 | $4 |
| THORNBURG INCOME TR | 2018-10 | PURCHASE | 2020-06 | $93 | $88 | $5 |
| THORNBURG INCOME TR | 2018-10 | PURCHASE | 2020-06 | $3,531 | $3,350 | $181 |
| THORNBURG INCOME TR | 2018-10 | PURCHASE | 2020-08 | $5,000 | $4,657 | $343 |
| TRANSAMERICA FUNDS SHORT TERM BOND | 2018-05 | PURCHASE | 2020-04 | $3,524 | $3,653 | -$129 |
| TRANSAMERICA FUNDS SHORT TERM BOND | 2018-05 | PURCHASE | 2020-10 | $3,242 | $3,165 | $77 |
| TRANSAMERICA FUNDS SHORT TERM BOND | 2018-05 | PURCHASE | 2020-11 | $311 | $303 | $8 |
| TRANSAMERICA BOND FUND CLASS I | 2018-05 | PURCHASE | 2020-01 | $449 | $428 | $21 |
| TRANSAMERICA BOND FUND CLASS I | 2018-05 | PURCHASE | 2020-02 | $5,000 | $4,759 | $241 |
| TRANSAMERICA BOND FUND CLASS I | 2018-05 | PURCHASE | 2020-10 | $4,925 | $4,639 | $286 |
| VIRTUS ASSET TR SEIX | 2018-11 | PURCHASE | 2020-10 | $415 | $416 | -$1 |
| COMMERCE BANCSHARES INC | 2020-12 | PURCHASE | 2020-12 | $57 | $57 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | WELLS FARGO X6549 STOCKS | StockNm |
| EOY Book Value | $133,261 | EOYBookValueAmt |
| EOYFMV | $146,689 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | WELLS FARGO X6549 MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $343,375 | BookValueAmt |
| EOYFMV | $353,565 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES - WELLS FARGO | CategoryTxt |
| Amt | $3,755 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAHIM FAMILY LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5749 WEST SHORT DR | AddressLine1Txt |
| City | NEW PORT RICHEY | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34652 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INCOME TAX PAID | CategoryTxt |
| Amt | $125 | Amt |
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