THE CHINGOS FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE CHINGOS FOUNDATION (EIN 59-2381901)
- Tax period
- 2016-12-01 to 2017-11-30
- Filed
- 2018-10-11
- IRS object ID
- 201802849349100315
- Schema version
- 2016v3.0
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-11T12:55:32-05:00 | ReturnTs |
| Tax Period End | 2017-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591488101 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LKD - CPAS & CONSULTANTS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 UNIVERSITY BLVD SUITE 215 | AddressLine1Txt |
| City | JUPITER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33458 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592381901 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHINGOS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHIN | BusinessNameControlTxt |
| Phone | 5617377111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 639 E OCEAN AVE NO 307 | AddressLine1Txt |
| City | BOYNTON BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334355016 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM MANIKAS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5617377111 | PhoneNum |
| Signature | 2018-10-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL R DILLON | PreparerPersonNm |
| PTIN | P00045084 | PTIN |
| Phone | 5616941040 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | 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 | $2,694,612 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $4,420 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,420 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $38,857 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $38,857 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $16,797 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $16,797 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $5,098 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,440 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $72,560 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $38,823 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $38,823 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $96,457 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $98,897 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $33,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $24,750 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $8,250 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $10,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $6,667 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,333 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,667 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,333 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,667 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,333 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,212 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,135 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $631 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $4,225 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $4,225 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $4,233 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,233 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $71,670 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $54,344 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,880 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $123,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $123,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $194,870 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $54,344 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $140,080 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$98,413 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $44,553 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $302,840 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $370,778 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $371,503 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,380,087 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,380,087 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,624,536 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $140,000 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $21,829 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $122,396 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $118,171 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $118,171 | LandBldgInvestmentsEOYFMVAmt |
| Mortgage Loans BOY | $737,735 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $576,055 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $576,055 | MortgageLoansEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,219 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $4,219 | LandBOYAmt |
| Land EOY | $4,219 | LandEOYAmt |
| Land EOYFMV | $4,219 | LandEOYFMVAmt |
| Other Assets BOY | $574 | OtherAssetsBOYAmt |
| Other Assets EOY | $128 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $128 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,547,851 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,449,438 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,694,612 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,667 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,667 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $1,667 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,667 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,546,184 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,447,771 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,546,184 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,447,771 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,547,851 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,449,438 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,546,184 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$98,413 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,447,771 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,447,771 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL ONE BANK | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2016-05-03 | AcquiredDt |
| Sold | 2016-12-14 | SoldDt |
| Gross Sales Price | $72,560 | GrossSalesPriceAmt |
| Cost Or Other Basis | $75,000 | CostOrOtherBasisAmt |
| Gain Or Loss | -$2,440 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$2,440 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,440 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $224,833 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,751,804 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.081704 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $25,994 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,300,356 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.011300 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $127,523 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,351,738 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054225 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $125,161 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,515,735 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049751 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $114,985 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,709,177 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042443 | DistributionYr5Rt |
| Total Distribution | 0.239423 | TotalDistributionRt |
| Average Distribution | 0.047885 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,722,694 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $130,376 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $446 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $130,822 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $140,080 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $446 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $446 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $446 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $574 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $574 | TotalPaymentsAndCreditsAmt |
| Overpayment | $128 | OverpaymentAmt |
| Applied To ES Tax | $128 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CO WILLIAM MANIKAS TTEE | IndividualWithBooksNm |
| Phone | 5617377111 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 639 E OCEAN AV SUITE 307 | AddressLine1Txt |
| City | BOYNTON BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334355016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM MANIKAS | ||||||||
| 639 E OCEAN AVENUE STE 307 | BOYNTON BEACH | FL | 33435 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| SUSAN MANIKAS | ||||||||
| 639 E OCEAN AVENUE STE 307 | BOYNTON BEACH | FL | 33435 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| JENNIFER MANIKAS | ||||||||
| 639 E OCEAN AVENUE STE 307 | BOYNTON BEACH | FL | 33435 | TRUSTEE | 30.00 | $33,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,569,942 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $441,672 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $752,542 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,764,156 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,764,156 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,462 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,722,694 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $136,135 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $136,135 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $446 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $446 | TotalTaxAmt |
| Distributable Before Adj | $135,689 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $135,689 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $135,689 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $140,080 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $140,080 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $446 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $139,634 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $135,689 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $19,944 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $19,944 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $140,080 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $135,689 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,391 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $24,335 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $24,335 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $19,944 | ExcessFromYear1Amt |
| Excess From Current Year | $4,391 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WILLIAM MANIKAS TRUSTEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 629 E OCEAN AV STE 307 | AddressLine1Txt |
| City | BOYNTON BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33435 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5617377111 | RecipientPhoneNum |
| Form And Info And Materials | A LETTER REQUEST SETTING FORTH THE PURPOSE IN DETAIL. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO. | SubmissionDeadlinesTxt |
| Restrictions On Awards | PRIMARILY ENVIROMENTAL, ANIMAL AND WILDLIFE PROTECTION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AUDUBON CENTER FOR BIRDS OF PREY | ||||||
| 444 BRICKELL AVE STE 850 | MIAMI | FL | 33131 | 501(C)(3) | WILD LIFE PRESERVATION | $15,000 |
| COMMUNITY FOUNDATION OF HERKIMER & ONEIDA COUNTIES NY | ||||||
| 122 STATE STREET | UTICA | NY | 13502 | 501(C)(3) | COMMUNITY IMPROVEMENT | $5,000 |
| COOPERS ROCK FOUNDATION | ||||||
| PO BOX 505 | MORGANTOWN | WV | 26507 | 501(C)(3) | LAND CONSERVATION | $5,000 |
| CORNELL UNIVERSITY LABORATORY OF ORNITHOLOGY | ||||||
| 159 SAPSUCKER WOODS RD | ITHACA | NY | 14850 | 501(C)(3) | CONSERVATION EDUCATION | $3,500 |
| FLORIDA LEGAL SERVICES INC | ||||||
| 2425 TORREYA DRIVE | TALLAHASSEE | FL | 32303 | 501(C)(3) | LEGAL SERVICES TO DISADVANTAGED PERSONS | $6,500 |
| FLORIDA ODYSSEY OF THE MIND - PALMS REGION | ||||||
| 406 GANTTOWN RD | SEWELL | NJ | 08080 | 501(C)(3) | EDUCATION | $5,000 |
| FRIENDS OF THE FRANK J BASLOE LIBRARY | ||||||
| 245 NORTH MAIN ST | HERKIMER | NY | 13350 | 501(C)(3) | EDUCATION | $2,500 |
| GERMAN MASONTOWN PUBLIC LIBRARY | ||||||
| 104 SOUTH MAIN ST | MASONTON | PA | 15461 | 501(C)(3) | EDUCATION | $5,000 |
| MON RIVER TRAILS CONSERVANCY | ||||||
| PO BOX 282 | MORGANTOWN | WV | 26507 | 501(C)(3) | LAND PRESERVATION | $5,000 |
| NATURE CONSERVANCY - FLORIDA CHAPTER | ||||||
| 222 S WESTMONTE DR STE 300 | ALTAMONTE SPRINGS | FL | 32714 | 501(C)(3) | LAND PRESERVATION | $5,000 |
| NATURE CONSERVANCY - WEST VIRGINIA | ||||||
| PO BOX 250 | ELKINS | WV | 26241 | 501(C)(3) | LAND PRESERVATION | $5,000 |
| NATURE CONSERVANCY EASTERN NY CHAPTER | ||||||
| 265 CHESTNUT RIDGE RD | MOUNT KISCO | NY | 10549 | 501(C)(3) | LAND PRESERVATION | $5,000 |
| NATURE CONSERVANCY IN NEW YORK-ADIRONDACK CHAPTER | ||||||
| PO BOX 65 | KEENE VALLEY | NY | 12943 | 501(C)(3) | LAND CONSERVATION | $5,000 |
| NORTH COUNTRY PUBLIC RADIO | ||||||
| 80 E MAIN ST | CANTON | NY | 13617 | 501(C)(3) | EDUCATION | $2,500 |
| PALM BEACH COUNTY LEGAL AID SOCIETY | ||||||
| 423 FERN STREET STE 200 | WEST PALM BEACH | FL | 33401 | 501(C)(3) | LEGAL SERVICES TO DISADVANTAGED PERSONS | $700 |
| STOWE LAND TRUST | ||||||
| PO BOX 284 | STOWE | VT | 05672 | 501(C)(3) | LAND PRESERVATION | $5,000 |
| UNIVERSITY OF PENNSYLVANIA | ||||||
| 3420 WALNUT STREET | PHILADELPHIA | PA | 19104 | 501(C)(3) | EDUCATION | $5,000 |
| UNIVERSITY OF VIRGINIA-DARDEN SCHOOL | ||||||
| 100 DARDEN BLVD | CHARLOTTESVILLE | VA | 22903 | 501(C)(3) | EDUCATION | $5,000 |
| WELLS MEMORIAL LIBRARY ASSOCIATION | ||||||
| PO BOX 57 | UPPER JAY | NY | 12987 | 501(C)(3) | EDUCATION | $2,500 |
| WESTERN PENNSYLVANIA CONSERVANCY - FALLINGWATER | ||||||
| 800 WATERFRONT DRIVE | PITTSBURGH | PA | 15222 | 501(C)(3) | LAND CONSERVATION | $10,000 |
| BARNEVELD FREE LIBRARY | ||||||
| 118 BOON STREET | BARNEVELD | NY | 13304 | 501(C)(3) | COMMUNITY SERVICES | $5,000 |
| REEF RELIEF | ||||||
| 631 GREENE STREET | KEY WEST | FL | 33040 | 501(C)(3) | WILDLIFE PRESERVATION | $2,500 |
| PENN MUSEUM | ||||||
| 3260 SOUTH STREET | PHILADELPHIA | PA | 19104 | 501(C)(3) | EDUCATION | $10,000 |
| WEST VIRGINIA BOTANIC GARDEN | ||||||
| 714 VENTURE DRIVE | MORGANTOWN | WV | 26508 | 501(C)(3) | LAND PRESERVATION | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $123,200 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,420 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38,857 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $5,098 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38,823 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$2,440 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $84,758 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $84,758 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,000 | Amt |
| Net Investment Income | $2,667 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,333 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| 234 SW 10TH AVENUE IMPROVEMENTS | 2012-09-17 | $116,200 | $17,604 | SL | 27.500000000000 | $4,225 | $4,225 |
| 234 SW 10TH AVENUE LAND | 2012-09-17 | $23,800 | L | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SPDR S&P 500 ETF | $94,546 | $180,737 |
| SPDR DJIA ETF | $94,308 | $208,842 |
| PRUDENTIAL SHORT TERM CORP BD C | $764,705 | $740,841 |
| CENTURYLINK INC | $75,712 | $32,098 |
| DUKE ENERGY CORP NEW | $94,949 | $124,852 |
| NEXTERA ENERGY INC COM | $96,960 | $189,648 |
| VERIZON COMMUNICATIONS | $84,513 | $86,513 |
| WILLIAMS CO INC | $74,394 | $61,005 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| 234 SW 10TH AVENUE IMPROVEMENTS | $116,200 | $21,829 | $94,371 |
| 234 SW 10TH AVENUE LAND | $23,800 | $0 | $23,800 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $10,000 | LegalFeesAmt |
| Net Investment Income | $6,667 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,333 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID TAXES | Desc |
| BOY Book Value | $574 | BOYBookValueAmt |
| EOY Book Value | $128 | EOYBookValueAmt |
| EOYFMV | $128 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $2,686 | $2,686 | $0 |
| REPAIRS & MAINTENANCE | $1,547 | $1,547 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MORTGAGE INTEREST RECEIVED- DAY | $10,890 | $10,890 | $10,890 |
| MORTGAGE INTEREST RECEIVED- EAST COAST FINANCIAL | $23,120 | $23,120 | $23,120 |
| OTHER PORTFOLIO INCOME | $4,813 | $4,813 | $4,813 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUSTEE FEES | CategoryTxt |
| Amt | $10,000 | Amt |
| Net Investment Income | $6,667 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,333 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $2,525 | $1,894 | $631 |
| CURRENT YEAR EXCISE TAXES | $446 | $0 | $0 |
| PROPERTY TAXES | $3,241 | $3,241 | $0 |
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