AMIN FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
AMIN FOUNDATION (EIN 80-0075857)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-03-15
IRS object ID
201940749349100509
Schema version
2018v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-03-15T09:30:16-07:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN270814927PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BARMACHE AND ALFORD LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14035 E THOUSAND OAKS BLVD STE 232AddressLine1Txt
CityWestlake VillageCityNm
State AbbreviationCAStateAbbreviationCd
ZIP913623633ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN800075857EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AMIN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlAMINBusinessNameControlTxt
Phone9092085655PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13166 SHANDWICK CIRCLEAddressLine1Txt
CityCORONACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92882ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHIRAG AMINPersonNm
Person TitleTrusteePersonTitleTxt
Phone9092085655PhoneNum
Signature2019-03-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRANDY BARMACHE CPAPreparerPersonNm
PTINP00002591PTIN
Phone8053717898PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$0FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$78,146DividendsRevAndExpnssAmt
Dividends Net Invst Incm$78,146DividendsNetInvstIncmAmt
Dividends Adj Net Incm$78,146DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$28,355NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$668,651GrossSalesPriceAmt
Net ST Capital Gain Adj Net Incm$7,029NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss$100,668OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$150,459TotalRevAndExpnssAmt
Total Net Invst Incm$78,146TotalNetInvstIncmAmt
Total Adj Net Incm$85,175TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$50,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$50,000CompOfcrDirTrstNetInvstIncmAmt
Accounting Fees Rev And Expnss$5,200AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,200AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$44,352OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$44,352OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$85TaxesRevAndExpnssAmt
Taxes Net Invst Incm$85TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$99,637TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$99,637TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$175,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$175,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$274,637TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$99,637TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$175,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$124,178ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$85,175AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$142,744CashBOYAmt
Cash EOY$236,655CashEOYAmt
Corporate Stock BOY$2,876,587CorporateStockBOYAmt
Corporate Stock EOY$2,215,746CorporateStockEOYAmt
Other Investments BOY$540,334OtherInvestmentsBOYAmt
Other Investments EOY$831,993OtherInvestmentsEOYAmt
Total Assets BOY$3,559,665TotalAssetsBOYAmt
Total Assets EOY$3,284,394TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$3,559,665CapitalStockBOYAmt
Capital Stock EOY$3,284,394CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$3,559,665TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,284,394TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,559,665TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,284,394TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,559,665TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$124,178ExcessRevenueOverExpensesAmt
Subtotal$3,435,487SubtotalAmt
Other Decreases$151,093OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,284,394TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ASSETMARK COVERED STP2018-01-012018-01-01$107,958$100,929$7,029$7,029
ASSETMARK COVERED LTP2000-01-012018-01-01$518,454$555,069-$36,615-$36,615
COLONY CREDIT REAL ESTATEP2012-11-272018-02-12$32,992$41,008-$8,016-$8,016
Capital Gain Dividends$9,247
FieldValueIRS element (for citing)
Capital Gain Net Income-$28,355CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$7,029NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Estimated Plus Ovpmt Incm Tx$4,800EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$4,800TotalPaymentsAndCreditsAmt
Overpayment$4,800OverpaymentAmt
Applied To ES Tax$4,800AppliedToESTaxAmt

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
Form990 T FiledfalseForm990TFiledInd
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 Line1CHIRAG AMINBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9092085655PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13166 SHANDWICK CIRCLEAddressLine1Txt
CityCORONACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92882ZIPCd
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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
CHIRAG AMIN
3166 SHANDWICK CIRCLECORONACA92882Trustee8.00$50,000
KELLY AMIN
29407 PINELEAF STMENIFEECA92584Trustee0.50$0
JOSEPH HAMMOND
PO BOX 470CLEMSONSC29633Trustee0.50$0
DEREK MURO
5511 MARTINGALE WAYFONTANACA92336Trustee0.50$0
DAVID EVANS
9383 COCA RDALTA LOMACA91737Trustee0.50$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$3,284,394AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,284,394TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$3,284,394AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$49,266CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,235,128NetVlNoncharitableAssetsAmt
Minimum Investment Return$161,756MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$161,756MinimumInvestmentReturnAmt
Distributable Before Adj$161,756DistributableBeforeAdjAmt
Distributable Before Ded$161,756DistributableBeforeDedAmt
Distributable As Adjusted$161,756DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$175,000ExpensesAndContributionsAmt
Qualifying Distributions$175,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$175,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$161,756DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$14,256ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$5,709ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$5,078ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$25,043TotalExcessDistributionCyovAmt
Qualifying Distributions$175,000QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$161,756AppliedToCurrentYearAmt
Remaining Distri From Corpus$13,244RemainingDistriFromCorpusAmt
Total Corpus$38,287TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$14,256ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$24,031ExcessDistriCyovToNextYrAmt
Excess From Year3$5,709ExcessFromYear3Amt
Excess From Year1$5,078ExcessFromYear1Amt
Excess From Current Year$13,244ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCHIRAG AMINContributingManagerNm
Shareholder ManagerCHIRAG AMINShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCHIRAG AMIN MDRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13166 SHANDWICK CIRCLEAddressLine1Txt
CityCORONACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92882ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9092085655RecipientPhoneNum
Form And Info And MaterialsPLEASE SEE ATTACHED GRANT GUIDELINESFormAndInfoAndMaterialsTxt
Submission DeadlinesPLEASE SEE ATTACHED GRANT GUIDELINESSubmissionDeadlinesTxt
Restrictions On AwardsPLEASE SEE ATTACHED GRANT GUIDELINESRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
HARVEST CHRISTIAN FELLOWSHIP
6115 ARLINGTON AVERIVERSIDECA92504SUPPORTED ORGPCFOR FELLOWSHIP$20,000
HARVEST BIBLE CHAPEL
800 ROHLWING RDROLLING MEADOWSIL60008SUPPORTED ORGPCFOR FELLOWSHIP$25,000
FRESH LIFE CHURCH
120 2ND ST EKALISPELLMT59901SUPPORTED ORGPCFOR FELLOWSHIP$2,500
AMERICAN BIBLE SOCIETY
1865 BROADWAYNEW YORKNY10023SUPPORTED ORGPCFOR FELLOWSHIP$10,000
SAMARITAN'S PURSE
PO BOX 3000BOONENC28607SUPPORTED ORGPCFOR ASSISTANCE TO INDIGENT FAMILIES$10,000
BIBLE LEAGUE INTERNATIONAL
1 BIBLE LEAGUE PLAZACRETEIL60417SUPPORTED ORGPCFOR FELLOWSHIP$15,000
CORE CHURCH
PO BOX 34789LOS ANGELESCA90034SUPPORTED ORGPCFOR FELLOWSHIP$10,000
LEGACY CITY CHURCH
PO BOX 1793STUDIO CITYCA91604SUPPORTED ORGPCFOR FELLOWSHIP$20,000
BIBLES FOR AMERICA
PO BOX 17537IRVINECA92623SUPPORTED ORGPCFOR FELLOWSHIP$5,000
THE GIDEONS INTERNATIONAL
PO BOX 140800NASHVILLETN37214SUPPORTED ORGPCFOR FELLOWSHIP$7,500
BILLY GRAHAM EVANGELISTIC ASSOC
1 BILLY GRAHAM PARKWAYCHARLOTTENC28201SUPPORTED ORGPCFOR FELLOWSHIP$5,000
FEEDING AMERICA
35 E WACKER DR SUITE 2000CHICAGOIL60601SUPPORTED ORGPCFOR ASSISTANCE TO INDIGENT FAMILIES$5,000
THE NAVIGATORS
3820 N 30TH STCOLORADO SPRINGSCO80904SUPPORTED ORGPCFOR FELLOWSHIP$5,000
THE POCKET TESTAMENT LEAGUE
11 TOLL GATE RDLITITZPA17543SUPPORTED ORGPCFOR FELLOWSHIP$5,000
CAMPUS CRUSADE FOR CHRIST
100 LAKE HART DRORLANDOFL32832SUPPORTED ORGPCFOR FELLOWSHIP$5,000
CAMPASSION INTERNATIONAL
12290 VOYAGER PKWYCOLORADO SPRINGSCO80921SUPPORTED ORGPCFOR ASSISTANCE TO INDIGENT FAMILIES$2,500
ST JUDES CHILDREN'S RESEARCH HOSPIT
262 DANNY THOMAS PLACEMEMPHISTN38105SUPPORTED ORGEOFFOR ASSISTANCE TO INDIGENT CHILDREN$5,000
FAITH COMES BY HEARINGHOSANNA MINIS
2421 AZTEC ROAD NEALBURQUERQUENM87107SUPPORTED ORGEOFFOR FELLOWSHIP$2,500
FELLOWSHIP OF CHRISTIAN ATHLETES
8701 LEEDS ROADKANSAS CITYMO64129SUPPORTED ORGEOFFOR FELLOWSHIP$2,500
INTL FELLOWSHIP OF CHRISTIANS AND J
30 NORTH LASALLE ST STE 4300CHICAGOIL60602SUPPORTED ORGEOFFOR FELLOWSHIP$2,500
WOUNDED WARRIOR PROJECT INC
PO BOX 758517TOPEKAKS66675SUPPORTED ORGPCFOR ASSISTANCE TO INDIGENT FAMILIES$5,000
CALIFORNIA BAPTIST UNIVERSITY
8432 MAGNOLIA AVERIVERSIDECA92504SUPPORTED ORGPCFOR FELLOWSHIP$2,500
BOYS GIRLS CLUBS OF GARDEN GROVE
10540 CHAPMAN AVEGARDEN GROVECA92840SUPPORTED ORGEOFFOR ASSISTANCE TO INDIGENT FAMILIES$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$175,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$78,146ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$100,668ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$28,355ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$150,459ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$150,459TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number478LineNumberTxt
Relationship StatementTHE ORGANIZATION INVESTS ITS FUNDS TO ASSIST ELDERLY AND LOW TO MODERATE INCOME INDIVIDUALS AND FAMILIES WITH HOUSING AND RELATED EXPENSES. THE FOUNDATION ALSO SEEKS TO ASSIST RECOGNIZED CHARITABLE ORGANIZATIONS WHICH PROVIDE SOCIAL AND EDUCATIONAL ASSISTANCE TO ECONOMICALLY DISADVANTAGED MEMBERS OF OUR COMMUNITY.RelationshipStatementTxt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$5,200Amt
Net Investment Income$5,200NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmt
MUTUAL FUNDS$113,633
EQUITIES$1,551,445
MUTUAL FUNDS$550,668

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmt
ETFSFMV$25,687
REITSFMV$567,933
ANNUITIESFMV$238,373

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Investment IncomeDesc
Revenue And Expenses Per Books$100,668RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISOR FEESCategoryTxt
Amt$44,352Amt
Net Investment Income$44,352NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$85Amt
Net Investment Income$85NetInvestmentIncomeAmt

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