SONNI FAMILY FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SONNI FAMILY FOUNDATION INC (EIN 20-2015095)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-15
- IRS object ID
- 201521359349100832
- Schema version
- 2014v5.0
- 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
- Distribution From Corpus Election
- Investments Govt Obligations Sch
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-15T09:12:18-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 435 SOUTH COMMERCE AVENUE | AddressLine1Txt |
| City | SEBRING | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33870 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202015095 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SONNI FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SONN | BusinessNameControlTxt |
| Phone | 8634462017 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2921 LAKEVIEW DRIVE | AddressLine1Txt |
| City | SEBRING | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33870 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RAJESWARI SONNI | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8634462017 | PhoneNum |
| Signature | 2015-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM BENTON | PreparerPersonNm |
| PTIN | P00695255 | PTIN |
| Phone | 8633851577 | PhoneNum |
| Preparation | 2015-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,008,637 | 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 |
| Dividends Rev And Expnss | $60,330 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $60,330 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $30,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $60,330 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $60,330 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $625 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $625 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $589 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $221 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $1,611 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,105 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,053 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,052 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,776 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,678 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,677 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $40,438 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $40,438 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $48,214 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,678 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $43,115 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $12,116 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $57,652 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,370 | CashBOYAmt |
| Cash EOY | $30,432 | CashEOYAmt |
| Cash EOYFMV | $30,432 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $860 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $860 | RcvblFromOfficersEOYFMVAmt |
| Prepaid Expenses BOY | $2,600 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,000 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,000 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $904,968 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $899,501 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $974,084 | USGovtObligationsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,471 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $221 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $1,250 | LandEOYAmt |
| Land EOYFMV | $1,250 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,011 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,011 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $921,938 | TotalAssetsBOYAmt |
| Total Assets EOY | $934,054 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,008,637 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $921,938 | UnrestrictedBOYAmt |
| Unrestricted EOY | $934,054 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $921,938 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $934,054 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $921,938 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $934,054 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $921,938 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $12,116 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $934,054 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $934,054 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| MORGAN STANLEY - 25000 SHS | 2012-05-31 | 2014-04-01 | $25,000 | $25,000 | $0 | $0 |
| ERIE CNTY NY TOB - 5000 SHS | 2013-05-28 | 2014-06-02 | $5,000 | $5,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $0 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $46,235 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $992,710 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046575 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $31,262 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,011,109 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.030919 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $9,221 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $823,991 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.011191 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $46,005 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $767,564 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.059936 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $32,705 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $698,297 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046835 | DistributionYr5Rt |
| Total Distribution | 0.195456 | TotalDistributionRt |
| Average Distribution | 0.039091 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $969,876 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $37,913 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $577 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $38,490 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $43,115 | 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 | $577 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $577 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $577 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $907 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $907 | TotalPaymentsAndCreditsAmt |
| Overpayment | $330 | OverpaymentAmt |
| Applied To ES Tax | $330 | 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 | 0 | 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 | CLIFTONLARSONALLEN LLP | IndividualWithBooksNm |
| Phone | 8633851577 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 435 S COMMERCE AVENUE | AddressLine1Txt |
| City | SEBRING | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 338703702 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| RAJESWARI SONNI | ||||||||
| 2921 LAKEVIEW DRIVE | SEBRING | FL | 33870 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ASHOK SONNI | ||||||||
| 2921 LAKEVIEW DRIVE | SEBRING | FL | 33870 | VICE PRES | 1.00 | $0 | $0 | $0 |
| SEAN S SONNI | ||||||||
| 2921 LAKEVIEW DRIVE | SEBRING | FL | 33870 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SMITHA SONNI | ||||||||
| 2921 LAKEVIEW DRIVE | SEBRING | FL | 33870 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SANDYA RADHAKRISHNA | ||||||||
| 7834 ROBINDEL WAY | CUPERTINO | CA | 95014 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| 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 | $942,353 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $42,293 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $984,646 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $984,646 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,770 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $969,876 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $48,494 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $48,494 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $577 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $577 | TotalTaxAmt |
| Distributable Before Adj | $47,917 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $47,917 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $47,917 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $43,115 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $43,115 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $577 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $42,538 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $47,917 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $451 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $9,221 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $31,262 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $40,934 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $43,115 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $43,115 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $4,802 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $4,802 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $36,132 | 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 | $36,132 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $4,870 | ExcessFromYear3Amt |
| Excess From Year2 | $31,262 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SONNI FAMILY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2921 LAKEVIEW DRIVE | AddressLine1Txt |
| City | SEBRING | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 338703702 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8634462017 | RecipientPhoneNum |
| Form And Info And Materials | PURPOSE, NEEDS, AND OTHER SUPPORT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALEXANDRIA TORRES | ||||||
| 426 HILLSIDE AVENUE | LAKE PLACID | FL | 33852 | INDIVIDUAL | COLLEGE SCHOLARSHIP | $4,000 |
| ALEXIA SALAZAR | ||||||
| PO BOX 2294 | LAKE PLACID | FL | 33852 | INDIVIDUAL | COLLEGE SCHOLARSHIP | $2,000 |
| ALEXIS HARRIS | ||||||
| 4112 ELSON AVENUE | SEBRING | FL | 33875 | INDIVIDUAL | COLLEGE SCHOLARSHIP | $4,000 |
| ALLISON MANN | ||||||
| 1910 FLOWER TERRACE | SEBRING | FL | 33875 | INDIVIDUAL | COLLEGE SCHOLARSHIP | $4,000 |
| BRITTANY TAYLOR WENTLANDT | ||||||
| 1381 NORTHGATE CIRCLE APT 305 | OVIEDO | FL | 32765 | INDIVIDUAL | COLLEGE SCHOLARSHIP | $2,500 |
| CHINMAYA MISSION - ORLANDO | ||||||
| 1221 FLORIDA ROAD | CASSELBERRY | FL | 32707 | 501(C)(3) | GENERAL SUPPORT FOR A RELIGIOUS ORGANIZATION. | $563 |
| DON0VAN WHITE | ||||||
| 1501 KYRA AVENUE | SEBRING | FL | 33872 | INDIVIDUAL | COLLEGE SCHOLARSHIP | $2,800 |
| FAITH LUTHERAN CHURCH | ||||||
| 2740 LAKEVIEW DRIVE | SEBRING | FL | 33870 | 501(C)(3) | GENERAL SUPPORT FOR A RELIGIOUS ORGANIZATION | $200 |
| JESSICA LEITCH | ||||||
| 321 BLANCO CT | AVON PARK | FL | 33825 | INDIVIDUAL | COLLEGE SCHOLARSHIP | $4,000 |
| JESSICA STURGILL | ||||||
| 3600 OSCA STREET | SEBRING | FL | 33872 | INDIVIDUAL | COLLEGE SCHOLARSHIP | $2,000 |
| JESSIE SANDERS | ||||||
| PO BOX 3012 | LAKE PLACID | FL | 33862 | INDIVIDUAL | COLLEGE SCHOLARSHIP | $2,000 |
| JUAN CAMILO PATINO CASTRO | ||||||
| 4524 COMMANDER DRIVE | ORLANDO | FL | 32822 | INDIVIDUAL | COLLEGE SCHOLARSHIP | $2,000 |
| SOUTH FLORIDA STATE COLLEGE | ||||||
| 600 WEST COLLEGE DRIVE | AVON PARK | FL | 33825 | 501(C)(3) | ARTIST SERIES SPONSORSHIP, GENERAL SUPPORT | $7,375 |
| SWARALAYA OF TAMPA INC | ||||||
| 1135 ANOLAS WAY | LUTZ | FL | 33548 | 501(C)(3) | GENERAL SUPPORT FOR MUSIC FOUNDATION | $1,000 |
| TAMARA STOKES | ||||||
| 913 W CORNELL STREET | AVON PARK | FL | 33825 | INDIVIDUAL | COLLEGE SCHOLARSHIP | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $40,438 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60,330 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $60,330 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $60,330 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
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 | $1,250 | Amt |
| Net Investment Income | $625 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $625 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | COMPUTER | PropertyDesc |
| Acquired | 2014-03-31 | AcquiredDt |
| Cost Or Other Basis | $1,471 | CostOrOtherBasisAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 5.000000000000 | LifeRt |
| Current Year Expense | $221 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | SECTION 4942 (H)(2) ELECTIONAS TO THE TREATMENT OF QUALIFYING DISTRIBUTIONSPURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS. | ElectionDesc |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $899,501 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $974,084 | StateLocalSecEOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COMPUTER | CategoryOrItemTxt |
| Cost Or Other Basis | $1,471 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $221 | AccumulatedDepreciationAmt |
| Book Value | $1,250 | BookValueAmt |
| EOYFMV | $1,250 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM IRS | Desc |
| EOY Book Value | $1,011 | EOYBookValueAmt |
| EOYFMV | $1,011 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $140 | $70 | $70 |
| MISCELLANEOUS | $122 | $61 | $61 |
| OFFICE EXPENSE | $649 | $325 | $324 |
| POSTAGE | $74 | $37 | $37 |
| TEMP LABOR | $3,120 | $1,560 | $1,560 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INCOME TAXES | CategoryTxt |
| Amt | $589 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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