HINKLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HINKLE FOUNDATION (EIN 23-7367419)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-08-28
- IRS object ID
- 202522409349100422
- Schema version
- 2023v6.0
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-28T17:59:59-07:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 455376361 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rodnunsky & Associates | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5959 Topanga Canyon Blvd Suite 220 | AddressLine1Txt |
| City | Woodland Hills | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91367 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237367419 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Hinkle Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HINK | BusinessNameControlTxt |
| Phone | 8187371090 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5959 Topanga Canyon Blvd | AddressLine1Txt |
| City | Woodland Hills | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91367 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Irma Varnado | PersonNm |
| Person Title | Secretary/Treasurer | PersonTitleTxt |
| Phone | 8187371090 | PhoneNum |
| Signature | 2025-02-14 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Peter C Richards | PreparerPersonNm |
| PTIN | P01061708 | PTIN |
| Phone | 8187371090 | PhoneNum |
| Preparation | 2025-08-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,929,057 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,359 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,359 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $525,894 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $525,894 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $139,895 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $139,895 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $667,148 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $667,148 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $6,712 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $6,712 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $125,045 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $125,045 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $60,514 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $60,514 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $238,976 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $238,976 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $550 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $550 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $25,739 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $25,739 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,140 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $12,140 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $469,676 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $238,976 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $230,700 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,323,504 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,323,504 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,793,180 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $238,976 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,554,204 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,126,032 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $428,172 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $409,796 | CashBOYAmt |
| Cash EOY | $302,371 | CashEOYAmt |
| Cash EOYFMV | $302,371 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $16,180,092 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,010,184 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,159,437 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $4,315,948 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,467,249 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,467,249 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $20,905,836 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,779,804 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,929,057 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $6,089,362 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $8,164,691 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $14,816,474 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $11,615,113 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,905,836 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,779,804 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,905,836 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,779,804 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,905,836 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,126,032 | ExcessRevenueOverExpensesAmt |
| Subtotal | $19,779,804 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $19,779,804 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,952 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,952 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,952 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Tax Due | $5,952 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
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 | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Law Offices of Christian J Ziegler | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5622162955 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7755 Center Ave Suite 1100 | AddressLine1Txt |
| City | Huntington Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92647 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| Mary Metz | ||||||||
| 18761 Neu Ave | Porter Ranch | CA | 91326 | Dir., CEO | 10.00 | $0 | $0 | $0 |
| Irma Varnado | ||||||||
| 635 Manhattan Pl | Los Angeles | CA | 90005 | Dir., Sec/Treas | 10.00 | $0 | $0 | $0 |
| Cesar Sandoval | ||||||||
| 635 Manhattan Pl | Los Angeles | CA | 90005 | Dir. | 10.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Law Offices of Christian J Ziegler | |||||
| 7755 Center Ave Suite 1100 | Huntington Beach | CA | 92647 | Legal; Tax | $181,559 |
| Next Financial | |||||
| 2500 Wilcrest Dr | Houston | TX | 77042 | Investment Advisory Services | $221,125 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,904,198 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $356,083 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,260,281 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $16,260,281 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $243,904 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,016,377 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $800,819 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $800,819 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,952 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,952 | TotalTaxAmt |
| Distributable Before Adj | $794,867 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $794,867 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $794,867 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,554,204 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,554,204 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $794,867 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,554,204 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $1,554,204 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,554,204 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $794,867 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,554,204 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $1,554,204 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Christ Church | ||||||
| 635 Manhattan Pl | Los Angeles | CA | 90005 | 501(c)(3) | Support ofReligious Activities;Rent Subsidy | $221,904 |
| Hillsdale College | ||||||
| 33 E College St | Hillsdale | MI | 49242 | 501(c)(3) | Educational;Endowment | $500,000 |
| Paralyzed Veterans of America | ||||||
| 801 18th St NW | Washington | DC | 20006 | 501(c)(3) | Charitable Contribution | $26,400 |
| Int'l Fellowship Christians & Jews | ||||||
| 303 E Wacker Dr Suite 2300 | Chicago | IL | 60601 | 501(c)(3) | Charitable Contribution | $26,400 |
| Tunnel to Towers Foundation | ||||||
| 2361 Hylan Blvd | Staten Island | NY | 10306 | 501(c)(3) | Charitable Contribution | $100,000 |
| The Dream Center | ||||||
| 2301 Bellevue Ave | Los Angeles | CA | 90026 | 501(c)(3) | Charitable Contribution | $26,400 |
| Samaritan's Purse | ||||||
| PO Box 3000 | Boone | NC | 28607 | 501(c)(3) | Charitable Contribution | $26,400 |
| Prison Fellowship | ||||||
| PO Box 1550 | Merrifeld | VA | 22116 | 501(c)(3) | Charitable Contribution | $26,400 |
| The Covenant House | ||||||
| PO Box 96393 | Washington | DC | 20077 | 501(c)(3) | Charitable Contribution | $26,400 |
| Navigators | ||||||
| PO Box 6097 | Albert Lea | MN | 56007 | 501(c)(3) | Charitable Contribution | $26,400 |
| National Association of Blind Veterans | ||||||
| 200 E Wells St | Baltimore | MD | 21230 | 501(c)(3) | Charitable Contribution | $26,400 |
| United Service Organizations | ||||||
| PO Box 96860 | Washington | DC | 20077 | 501(c)(3) | Charitable Contribution | $26,400 |
| VFW National Home for Children | ||||||
| 3573 S Waverly Rd | Eaton Rapids | MI | 48827 | 501(c)(3) | Charitable Contribution | $26,400 |
| American Bible Society | ||||||
| 101 N Ind Mall East FL 8 | Philadelphia | PA | 19106 | 501(c)(3) | Charitable Contribution | $26,400 |
| CRU | ||||||
| PO Box 628222 | Orlando | FL | 32862 | 501(c)(3) | Charitable Contribution | $26,400 |
| Help Heal Veterans | ||||||
| 36585 Penfield Ln | Winchester | CA | 92596 | 501(c)(3) | Charitable Contribution | $26,400 |
| Intl Fellowship of Christians & Jews | ||||||
| 303 E Wacker Dr Suite 2300 | Chicago | IL | 60601 | 501(c)(3) | Charitable Contribution | $26,400 |
| Union Rescue Mission | ||||||
| 545 San Pedro St | Los Angeles | CA | 90013 | 501(c)(3) | Charitable Contribution | $26,400 |
| Fred Jordan Mission | ||||||
| 445 Towne Ave | Los Angeles | CA | 90013 | 501(c)(3) | Charitable Contribution | $26,400 |
| Los Angeles Mission | ||||||
| PO Box 54059 | Los Angeles | CA | 90054 | 501(c)(3) | Charitable Contribution | $26,400 |
| Operation Blessing | ||||||
| 977 Centerville Tpk | Virginia Beach | VA | 23463 | 501(c)(3) | Charitable Contribution | $26,400 |
| Cecile Stevens Charitable Foundation | ||||||
| PO Box 903 | Seal Beach | CA | 90740 | 501(c)(3) | Charitable Contribution | $26,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,323,504 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $525,894 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $139,985 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $665,879 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $665,879 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Law Offices of CJ Ziegler Accounting | CategoryTxt |
| Amt | $60,514 | Amt |
| Disbursements Charitable Prps | $60,514 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Ameriprise account #25196133 | $657,052 | $707,359 |
| Raymond James account #7732 | $82,496 | $88,813 |
| Raymond James account #1074 | $344,113 | $370,460 |
| Raymond James account #4474 | $574,835 | $618,847 |
| Next/Schwab account #5046 | $13,351,688 | $14,373,958 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Loan Receivable Manhattan Housing Resources, LLC | $2,426,858 | $2,426,858 |
| Loan Receivable SHR Tennessee, LLC | $1,690,391 | $1,690,391 |
| Loan Receivable Christ Church | $350,000 | $350,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Law Offices of CJ Ziegler Legal | CategoryTxt |
| Legal Fees | $125,045 | LegalFeesAmt |
| Disbursements Charitable Prps | $125,045 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Bank fees | $326 | $326 |
| Costs advanced | $10,774 | $10,774 |
| Miscellaneous | $25 | $25 |
| Postage | $1,015 | $1,015 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Interest Man Hsing Res | $79,954 | $79,954 |
| Interest SHR TN | $59,941 | $59,941 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Next Financial Investment Advice | $221,125 | $221,125 |
| Raymond James Investment Advice | $11,440 | $11,440 |
| Ameriprise Investment Advice | $6,411 | $6,411 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Tax | CategoryTxt |
| Amt | $550 | Amt |
| Disbursements Charitable Prps | $550 | DisbursementsCharitablePrpsAmt |
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