BIBI FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
BIBI FOUNDATION (EIN 45-4056072)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-16
IRS object ID
202033219349106178
Schema version
2019v5.0
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)
Return2020-11-16T14:12:16-08:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

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
Signature2020-11-16SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAnne TahimPreparerPersonNm
PTINP00236983PTIN
Phone7147724744PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,452,640FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$470,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$27,807InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$27,807InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$29,243DividendsRevAndExpnssAmt
Dividends Net Invst Incm$29,243DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$58,400GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$58,400GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss$23,815NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss-$4,064NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$834,825GrossSalesPriceAmt
Other Income Rev And Expnss$552OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$581,938TotalRevAndExpnssAmt
Total Net Invst Incm$115,450TotalNetInvstIncmAmt
Taxes Rev And Expnss$1,962TaxesRevAndExpnssAmt
Taxes Net Invst Incm$413TaxesNetInvstIncmAmt
Deprec And Dpltn Rev And Expnss$20,682DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$20,682DeprecAndDpltnNetInvstIncmAmt
Other Expenses Rev And Expnss$50,616OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$47,386OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$2,510OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$73,260TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$68,481TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,510TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$139,742ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$139,742ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$213,002TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$68,481TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$142,252TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$368,936ExcessRevenueOverExpensesAmt
Net Investment Income$46,969NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,525,455SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,929,927SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,929,927SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl BOY$50,000OtherNtsAndLoansRcvblBOYAmt
Invst Land Cost Or Other Basis$711,000InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$28,823InvstLandAccumDepreciationAmt
Land Bldg Investments BOY$702,859LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$682,177LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$682,177LandBldgInvestmentsEOYFMVAmt
Other Investments BOY$1,397,954OtherInvestmentsBOYAmt
Other Investments EOY$1,624,429OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,840,536OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,676,268TotalAssetsBOYAmt
Total Assets EOY$4,236,533TotalAssetsEOYAmt
Total Assets EOYFMV$4,452,640TotalAssetsEOYFMVAmt
Other Liabilities BOY$5,850OtherLiabilitiesBOYAmt
Total Liabilities BOY$5,850TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$3,670,418NoDonorRstrNetAssestsBOYAmt
Tot Net Ast Or Fund Balances BOY$3,670,418TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,236,533TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,676,268TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,236,533TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,670,418TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$368,936ExcessRevenueOverExpensesAmt
Other Increases$200,000OtherIncreasesAmt
Subtotal$4,239,354SubtotalAmt
Other Decreases$2,821OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,236,533TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MERRILL LYNCH #2001P2018-09-272019-10-11$53,785$50,000$3,785$3,785
MERRILL LYNCH #2157P2018-02-012019-01-24$414,237$415,825-$1,588-$1,588
MERRILL LYNCH #2157P2018-01-012019-12-30$241,854$248,361-$6,507-$6,507
MERRILL LYNCH #2252P2018-01-302019-01-01$117,979$117,645$334$334
MERRILL LYNCH #2252P2018-01-012019-12-30$6,970$7,058-$88-$88
FieldValueIRS element (for citing)
Capital Gain Net Income-$4,064CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$1,254NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$939InvestmentIncomeExciseTaxAmt
Subtotal$939SubtotalAmt
Tax Based On Investment Income$939TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$1,500ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$1,500TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$27EsPenaltyAmt
Overpayment$534OverpaymentAmt
Applied To ES Tax$534AppliedToESTaxAmt

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$1,686,376AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,590,420AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$711,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,987,796TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$3,987,796AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$59,817CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,927,979NetVlNoncharitableAssetsAmt
Minimum Investment Return$196,399MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$196,399MinimumInvestmentReturnAmt
Tax Based On Investment Income$939TaxBasedOnInvestmentIncomeAmt
Total Tax$939TotalTaxAmt
Distributable Before Adj$195,460DistributableBeforeAdjAmt
Distributable Before Ded$195,460DistributableBeforeDedAmt
Distributable As Adjusted$195,460DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$142,252ExpensesAndContributionsAmt
Qualifying Distributions$142,252QualifyingDistributionsAmt
Adjusted Qualifying Distri$142,252AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$195,460DistributableAsAdjustedAmt
Undistributed Income PY$114,258UndistributedIncomePYAmt
Qualifying Distributions$142,252QualifyingDistributionsAmt
Applied To Year1$114,258AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$27,994AppliedToCurrentYearAmt
Undistributed Income CY$167,466UndistributedIncomeCYAmt

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 (21 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
FAMILY MANAGEMENT MATTER
2331 W LINCOLN AVENUEANAHEIMCA92801NONEPCGENERAL SUPPORT GRANT$5,000
UMMA COMMUNITY CLINIC
711 W FLORENCE AVELOS ANGELESCA90044NONEPCGENERAL SUPPORT GRANT$2,000
ISLAMIC SHURA COUNCIL OF SOUTHERN C
7231 Garden Grove Blvd Ste HGARDEN GROVECA92841NONEPCGENERAL SUPPORT GRANT$22,500
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
NSAF TRUST
NONEPCGENERAL SUPPORT GRANT$5,000HOUSE NO 475 BLOCK G-III MAJOHAR TOWNLAHOREPKLAHORE
UFA NORTH AMERICAN ALUMNI ASSOCIATI
NONEPCGENERAL SUPPORT GRANT$1,0002200 SOUTH SHERIDANMISSISSAUGAONTARIOCAL5J 2M4
UPLIFT CHARITY
PO BOX 6197ANAHEIMCA92816NONEPCGENERAL SUPPORT GRANT$11,000
MUSLIM LEGAL FUND OF AMERICA
833 E ARAPAHO RD STE 209RICHARDSONTX75081NONEPCGENERAL SUPPORT GRANT$5,000
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$34,994
ACCESS CALIFORNIA SERVICES
631 S BROOKHURST ST 107ANAHEIMCA92804NONEPCGENERAL GRANT SUPPORT$2,000
MERIT GRANTS FOR YOUNG WOMEN
PO BOX 1061SOUTH PASADENACA91030NONEPCGENERAL GRANT SUPPORT$500
PALESTINIAN AMERICAN WOMEN'S ASSOCI
4790 IRVINE BLVD STE 105 BOX 113IRVINECA92620NONEPCGENERAL 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$6,000
HUMAN DEVELOPMENT FOUNDATION
2775 ALGONQUIN ROAD 240ROLLING MEADOWSIL60008NONEPCGENERAL GRATN SUPPORT$2,000
PROGRESSIVE INTERCULTURAL COMMUNITY
NONEPCGENERAL SUPPRT GRANT$1,7483205 12725 80TH AVENUESURREYBCCAV3W 3A6
ZAKAT FOUNDATION
7421 W 100TH PLACEBRIDGEVIEWIL60455NONEPCGENERAL SUPPORT GRANT$6,000
SABA HOMES
950 S COAST DR202COSTA MESACA92626NONEPCGENERAL SUPPORT GRANT$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$139,742TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$27,807ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$29,243ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion13ExclusionCd
Exclusion$23,815ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$4,064ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$77,353ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$77,353TotalIncomeProducingActyAmt

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$470,000TotalContributionsAmt
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$5,746SL0.0364$9,192
BUILDING-4411 NE FLORIDA2018-10-12$316,000$2,395SL0.0364$11,490

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp (2 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
Buildings$568,800$28,823$539,977$539,977
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$310,000$344,870
MUT FUNDS/CEF/UITAT COST$1,075,857$1,227,971
MUT FUNDS/CEF/UITAT COST$238,572$267,695

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENT FOR RECORDING INVESTMENT INCOMEDesc
Amt$2,821Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
ANNUAL FILING FEES$75$75
ATTORNEY GENERAL FEES$75$75
BANK CHARGES$650$300$350
FILING FEES - FTB$10
FLORIDA REGISTRATION$710
INVESTMENT ADVISORY FEES$10,576$10,576
MISCELLANEOUS$185$185
PROFESSIONAL FEES$3,750$1,875$1,875
Rental Expenses$34,585$34,585

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
Revenue And Expenses Per Books$552RevenueAndExpensesPerBooksAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescMARRS TAKES BACK OWNSHIPDesc
Amt$200,000Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAX PAID$413$413
IRS INCOME TAXES$1,549

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