BETA

SONNI FAMILY FOUNDATION INC: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
SONNI FAMILY FOUNDATION INC (EIN 20-2015095)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-21
IRS object ID
201421419349100602
Schema version
2013v3.0
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)
Return2014-05-21T09:27:43-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1435 SOUTH COMMERCE AVENUEAddressLine1
CitySEBRINGCity
StateFLState
ZIP Code33870ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN202015095EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SONNI FAMILY FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlSONNBusinessNameControlTxt
Phone8634462017PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12921 LAKEVIEW DRIVEAddressLine1
CitySEBRINGCity
StateFLState
ZIP Code33870ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRAJESWARI SONNIPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone8634462017PhoneNum
Signature2014-05-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWILLIAM BENTONPreparerPersonNm
PTINP00695255PTIN
Phone8633851577PhoneNum
Preparation2014-05-15PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$914,132FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$59,466DividendsRevAndExpnssAmt
Dividends Net Invst Incm$59,466DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$59,466TotalRevAndExpnssAmt
Total Net Invst Incm$59,466TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,250AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$625AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$625AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$2,562TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$586OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$294OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$292OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,398TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$919TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$917TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$45,903ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$45,903ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$50,301TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$919TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$46,820TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$9,165ExcessRevenueOverExpensesAmt
Net Investment Income$58,547NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$68,826CashBOYAmt
Cash EOY$14,370CashEOYAmt
Cash EOYFMV$14,370CashEOYFMVAmt
Prepaid Expenses BOY$2,128PrepaidExpensesBOYAmt
Prepaid Expenses EOY$2,600PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$2,600PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$841,819USGovernmentObligationsBOYAmt
US Government Obligations EOY$904,968USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$897,162USGovtObligationsEOYFMVAmt
Total Assets BOY$912,773TotalAssetsBOYAmt
Total Assets EOY$921,938TotalAssetsEOYAmt
Total Assets EOYFMV$914,132TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$912,773UnrestrictedBOYAmt
Unrestricted EOY$921,938UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$912,773TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$921,938TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$912,773TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$921,938TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$912,773TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$9,165ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$921,938SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$921,938TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$31,262AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,011,109NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.030919DistributionYr1Rt
Adjusted Qlfy Distri Yr2$9,221AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$823,991NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.011191DistributionYr2Rt
Adjusted Qlfy Distri Yr3$46,005AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$767,564NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.059936DistributionYr3Rt
Adjusted Qlfy Distri Yr4$32,705AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$698,297NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.046835DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$808,584NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.000000DistributionYr5Rt
Total Distribution0.148881TotalDistributionRt
Average Distribution0.029776AverageDistributionRt
Net Vl Noncharitable Assets$992,710NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$29,559AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$585NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$30,144AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$46,820QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$585InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$585SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$585TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,600EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,600TotalPaymentsAndCreditsAmt
Es Penalty$4EsPenaltyAmt
Overpayment$2,011OverpaymentAmt
Applied To ES Tax$1,000AppliedToESTaxAmt
Refund$1,011RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCLIFTONLARSONALLEN LLPIndividualWithBooksNm
Phone8633851577PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1435 S COMMERCE AVENUEAddressLine1
CitySEBRINGCity
StateFLState
ZIP Code338703702ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RAJESWARI SONNI
2921 LAKEVIEW DRIVESEBRINGFL33870PRESIDENT1.00$0$0$0
ASHOK SONNI
2921 LAKEVIEW DRIVESEBRINGFL33870VICE PRES1.00$0$0$0
SEAN S SONNI
2921 LAKEVIEW DRIVESEBRINGFL33870DIRECTOR1.00$0$0$0
SMITHA SONNI
2921 LAKEVIEW DRIVESEBRINGFL33870DIRECTOR1.00$0$0$0
SANDYA RADHAKRISHNA
7834 ROBINDEL WAYCUPERTINOCA95014DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$952,473AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$55,354AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,007,827TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,007,827AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,117CashDeemedCharitableAmt
Net Vl Noncharitable Assets$992,710NetVlNoncharitableAssetsAmt
Minimum Investment Return$49,636MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$49,636MinimumInvestmentReturnAmt
Tax Based On Investment Income$585TaxBasedOnInvestmentIncomeAmt
Total Tax$585TotalTaxAmt
Distributable Before Adj$49,051DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$49,051DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$49,051DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$46,820ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$46,820QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$585PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$46,235AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$49,051DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$2,682ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$9,221ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$31,262ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$43,165TotalExcessDistributionCyovAmt
Qualifying Distributions$46,820QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$46,820AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$2,231ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$2,231ExcessDistributionCyovAppCYAmt
Total Corpus$40,934TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$40,934ExcessDistriCyovToNextYrAmt
Excess From Year3$451ExcessFromYear3Amt
Excess From Year2$9,221ExcessFromYear2Amt
Excess From Year1$31,262ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSONNI FAMILY FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12921 LAKEVIEW DRIVEAddressLine1
CitySEBRINGCity
StateFLState
ZIP Code338703702ZIPCode
FieldValueIRS element (for citing)
Recipient Phone8634462017RecipientPhoneNum
Form And Info And MaterialsPURPOSE, NEEDS, AND OTHER SUPPORTFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsN/ARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALEXANDRIA TORRES
426 HILLSIDE AVENUELAKE PLACIDFL33852INDIVIDUALCOLLEGE SCHOLARSHIP$2,000
ALEXIA SALAZAR
PO BOX 2294LAKE PLACIDFL33852INDIVIDUALCOLLEGE SCHOLARSHIP$2,000
ALEXIS HARRIS
4112 ELSON AVENUESEBRINGFL33875INDIVIDUALCOLLEGE SCHOLARSHIP$2,000
ALLISON MANN
1910 FLOWER TERRACESEBRINGFL33875INDIVIDUALCOLLEGE SCHOLARSHIP$2,000
BRITTANY TAYLOR WENTLANDT
1381 NORTHGATE CIRCLE APT 305OVIEDOFL32765INDIVIDUALCOLLEGE SCHOLARSHIP$5,000
CHAMPIONSHIP FOR CHILDREN FOUNDATION OF HIGHLANDS COUNTY INC
419 E CENTER AVENUESEBRINGFL33870501(C)(3)GENERAL SUPPORT$1,000
CHINMAYA MISSION - ORLANDO
1221 FLORIDA ROADCASSELBERRYFL32707501(C)(3)GENERAL SUPPORT FOR RELIGIOUS ORGANIZATION.$1,502
DON0VAN WHITE
1501 KYRA AVENUESEBRINGFL33872INDIVIDUALCOLLEGE SCHOLARSHIP$4,400
JESSICA LEITCH
321 BLANCO CTAVON PARKFL33825INDIVIDUALCOLLEGE SCHOLARSHIP$4,000
SAHARA OF SOUTH FLORIDA
10290 NORTH EAST 2ND AVENUEMIAMI SHORESFL33138501(C)(3)GENERAL SUPPORT$1,000
SHIVA VISHNU TEMPLE OF SOUTH FLORIDA
5661 DYKES ROADSOUTHWEST RANCHESFL33331501(C)(3)GENERAL SUPPORT FOR RELIGIOUS ORGANIZATION$10,001
SWAMI VIVEKANADA YOUTH MOVEMENT
2832 ALDERBERRY COURTFULLERTONCA92835501(C)(3)GENERAL SUPPORT$10,000
WINGS OF FAITH CHRISTIAN WORSHIP CENTER
4348 SCHUMACHER ROADSEBRINGFL33872501(C)(3)GENERAL SUPPORT FOR RELIGIOUS ORGANIZATION$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$45,903TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$59,466ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$59,466ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$59,466TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number4LineNumberTxt
Relationship StatementN/ARelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,250Amt
Net Investment Income$625NetInvestmentIncomeAmt
Disbursements Charitable Prps$625DisbursementsCharitablePrpsAmt

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionSECTION 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

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$0USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$904,968StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$897,162StateLocalSecEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$15$8$7
MISCELLANEOUS$108$54$54
OFFICE EXPENSE$463$232$231

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINCOME TAXESCategoryTxt
Amt$2,562Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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