THE CHINGOS FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE CHINGOS FOUNDATION (EIN 59-2381901)
- Tax period
- 2012-12-01 to 2013-11-30
- Filed
- 2014-10-13
- IRS object ID
- 201432869349100203
- Schema version
- 2012v2.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-10-13T15:20:26-05:00 | Timestamp |
| Tax Period End Date | 2013-11-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 591488101 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LKD - CPAS & CONSULTANTS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 UNIVERSITY BLVD SUITE 215 | AddressLine1 |
| City | JUPITER | City |
| State | FL | State |
| ZIP Code | 33458 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-12-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592381901 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHINGOS FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CHIN | NameControl |
| Phone | 5617377111 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 639 EAST OCEAN AVENUE NO 307 | AddressLine1 |
| City | BOYNTON BEACH | City |
| State | FL | State |
| ZIP Code | 334355016 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM MANIKAS | Name |
| Title | TRUSTEE | Title |
| Phone | 5617377111 | Phone |
| Date Signed | 2014-10-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | NANETTE N WINZELL | Name |
| PTIN | P00251383 | PTIN |
| Phone | 5616941040 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2902277 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 28037 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 28037 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 11114 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 11114 | DividendsNetInvstIncm |
| Gross Rents Rev And Expnss | 16799 | GrossRentsRevAndExpnss |
| Gross Rents Net Invst Incm | 16799 | GrossRentsNetInvstIncm |
| Net Rental Income Or Loss | 4626 | NetRentalIncomeOrLoss |
| Net Gain Sale Assets Rev And Expnss | -3 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1370997 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 19167 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 19167 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 75114 | TotalRevenueAndExpenses |
| Total Net Investment Income | 75117 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 30000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 22500 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 7500 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 12500 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 9167 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 3333 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3432 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2288 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1144 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 17500 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 11667 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 5833 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2595 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1868 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 727 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 4225 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 4225 | DeprecAndDepletionNetInvstIncm |
| Other Expenses Rev And Expnss | 5448 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 5448 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 75700 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 57163 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 18537 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 106804 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 106804 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 182504 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 57163 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 125341 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -107390 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 17954 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 2416092 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1180227 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1188162 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 188853 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1031381 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1103691 | InvestmentsCorpStockEOYFMV |
| Investments Land Etc Basis | 140000 | InvestmentsLandEtcBasis |
| Accum Deprec Investments Land Etc | 4929 | AccumDeprecInvestmentsLandEtc |
| Investments Land Etc BOY | 139296 | InvestmentsLandEtcBOY |
| Investments Land Etc EOY | 135071 | InvestmentsLandEtcEOY |
| Investments Land Etc EOYFMV | 135071 | InvestmentsLandEtcEOYFMV |
| Investments Mortgage Loans BOY | 180812 | InvestmentsMortgageLoansBOY |
| Investments Mortgage Loans EOY | 471134 | InvestmentsMortgageLoansEOY |
| Investments Mortgage Loans EOYFMV | 471134 | InvestmentsMortgageLoansEOYFMV |
| Land Building And Equipment Basis | 4219 | LandBuildingAndEquipmentBasis |
| Land Building And Equipment BOY | 4219 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 4219 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 4219 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 2929272 | TotalAssetsBOY |
| Total Assets EOY | 2822032 | TotalAssetsEOY |
| Total Assets EOYFMV | 2902277 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 1403 | AccountsPayableBOY |
| Accounts Payable EOY | 1553 | AccountsPayableEOY |
| Total Liabilities BOY | 1403 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1553 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 2927869 | RetainedEarningsBOY |
| Retained Earnings EOY | 2820479 | RetainedEarningsEOY |
| Total Net Assets BOY | 2927869 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2820479 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2929272 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2822032 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2927869 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -107390 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 2820479 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2820479 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (18 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| CITIBANK, NA | P | 2010-01-04 | 2013-01-14 | 75000 | 75000 | 0 | 0 |
| DORAL BANK | P | 2011-01-18 | 2013-01-22 | 75000 | 75000 | 0 | 0 |
| AMEX CENTURION BK | P | 2010-02-05 | 2013-02-11 | 96000 | 96000 | 0 | 0 |
| CITIZENS BANK | P | 2010-02-17 | 2013-03-04 | 75000 | 75000 | 0 | 0 |
| FIRSTBANK PR | P | 2010-03-10 | 2013-03-18 | 75000 | 75000 | 0 | 0 |
| BMW BANK NA | P | 2010-03-31 | 2013-04-09 | 75000 | 75000 | 0 | 0 |
| ALLY BANK | P | 2010-05-04 | 2013-05-07 | 75000 | 75000 | 0 | 0 |
| GOLDMAN SACHS | P | 2012-04-25 | 2013-05-17 | 74997 | 75000 | -3 | -3 |
| AURORA BANK | P | 2010-12-14 | 2013-06-24 | 75000 | 75000 | 0 | 0 |
| CITIBANK, NA | P | 2010-06-07 | 2013-06-17 | 75000 | 75000 | 0 | 0 |
| ALLY BANK | P | 2010-07-19 | 2013-07-23 | 75000 | 75000 | 0 | 0 |
| AURORA BANK | P | 2010-12-27 | 2013-07-05 | 75000 | 75000 | 0 | 0 |
| CITIBANK, NA | P | 2010-06-23 | 2013-07-01 | 75000 | 75000 | 0 | 0 |
| HUNTINGTON | P | 2010-08-11 | 2013-08-20 | 75000 | 75000 | 0 | 0 |
| ALLIANCE BK | P | 2010-08-30 | 2013-09-10 | 75000 | 75000 | 0 | 0 |
| ST BK INDIA | P | 2010-09-20 | 2013-09-30 | 75000 | 75000 | 0 | 0 |
| ALLY BANK | P | 2010-10-20 | 2013-10-29 | 75000 | 75000 | 0 | 0 |
| ESSA BANK & TRUST | P | 2013-03-05 | 2013-11-15 | 75000 | 75000 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -3 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 114985 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2709177 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.042443 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 151515 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2806390 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.053989 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 152485 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2912053 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.052363 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 132803 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3200747 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.041491 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 155810 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2961423 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.052613 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.242899 | TotalDistributionRatio |
| Average Distribution Ratio | 0.048580 | AverageDistributionRatio |
| Net Noncharitable Assets | 2515735 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 122214 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 180 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 122394 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 125341 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 180 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 180 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 180 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1573 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1573 | TotalCreditsAndPayments |
| Overpayment | 1393 | Overpayment |
| Amount Credited To Next Year | 1393 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | FL | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | CO WILLIAM MANIKAS TTEE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5617377111 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 639 E OCEAN AV SUITE 307 | AddressLine1 |
| City | BOYNTON BEACH | City |
| State | FL | State |
| ZIP Code | 334355016 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 | 30000 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 526668 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 2027378 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2554046 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2554046 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 38311 | CashDeemedCharitable |
| Net Noncharitable Assets | 2515735 | NetNoncharitableAssets |
| Minimum Investment Return | 125787 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 125787 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 180 | TaxBasedOnInvestmentIncome |
| Total Tax | 180 | TotalTax |
| Distributable Amount Before Adj | 125607 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 125607 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 125607 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 125341 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 125341 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 180 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 125161 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 125607 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year2 | 9991 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 9991 | TotalExcessDistriCarryover |
| Qualifying Distributions | 125341 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 125341 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 266 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 266 | ExcessDistriCyovAppliedCY |
| Total Corpus | 9725 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 9725 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 9725 | ExcessFromYear2 |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | WILLIAM MANIKAS TRUSTEE | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 629 E OCEAN AV STE 307 | AddressLine1 |
| City | BOYNTON BEACH | City |
| State | FL | State |
| ZIP Code | 33435 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 5617377111 | RecipientPhoneNumber |
| Form And Info And Materials | A LETTER REQUEST SETTING FORTH THE PURPOSE IN DETAIL. | FormAndInfoAndMaterials |
| Submission Deadlines | NO. | SubmissionDeadlines |
| Restrictions On Awards | PRIMARILY ENVIROMENTAL, ANIMAL AND WILDLIFE PROTECTION. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (16 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| 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 | $7,500 |
| CORNELL UNIVERSITY LABORATORY OF ORNITHOLOGY | ||||||
| 159 SAPSUCKER WOODS RD | ITHACA | NY | 14850 | 501(C)(3) | CONSERVATION EDUCATION | $3,500 |
| FLORIDA ODYSSEY OF THE MIND - PALMS REGION | ||||||
| 406 GANTTOWN RD | SEWELL | NJ | 08080 | 501(C)(3) | EDUCATION | $5,000 |
| HERKIMER HIGH SCHOOL SCHOLARSHIP FUND | ||||||
| 801 WEST GERMAN STREET | HERKIMER | NY | 13350 | 501(C)(3) | EDUCATION | $500 |
| MON RIVER TRAILS CONSERVANCY | ||||||
| PO BOX 282 | MORGANTOWN | WV | 26507 | 501(C)(3) | LAND PRESERVATION | $15,000 |
| 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 | $10,000 |
| NATURE CONSERVANCY EASTERN NY CHAPTER | ||||||
| 265 CHESTNUT RIDGE RD | MOUNT KISCO | NY | 10549 | 501(C)(3) | LAND PRESERVATION | $5,000 |
| NATURE CONSERVANCY-ADIRONDACKS | ||||||
| PO BOX 65 | KEENE VALLEY | NY | 12943 | 501(C)(3) | LAND CONSERVATION | $5,000 |
| PALM BEACH COUNTY LEGAL AID SOCIETY | ||||||
| 423 FERN STREET STE 200 | WEST PALM BEACH | FL | 33401 | 501(C)(3) | LEGAL SERVICES TO DISADVANTAGED PERSONS | $650 |
| STOWE LAND TRUST | ||||||
| PO BOX 284 | STOWE | VT | 05672 | 501(C)(3) | LAND PRESERVATION | $5,000 |
| SUNCOAST COMMUNITY HIGH SCHOOL | ||||||
| 1717 AVENUE S | RIVIERA BEACH | FL | 33404 | COUNTY - PUBLIC SCHO | SCIENCE AND EDUCATION | $4,654 |
| UNIVERSITY OF PENNSYLVANIA | ||||||
| 3420 WALNUT STREET | PHILADELPHIA | PA | 191046206 | 501(C)(3) | EDUCATION | $15,000 |
| UNIVERSITY OF VIRGINIA-DARDEN SCHOOL | ||||||
| 100 DARDEN BLVD | CHARLOTTESVILLE | VA | 22903 | 501(C)(3) | EDUCATION | $5,000 |
| WESTERN PENNSYLVANIA CONSERVANCY - FALLINGWATER | ||||||
| 800 WATERFRONT DRIVE | PITTSBURGH | PA | 15222 | 501(C)(3) | LAND CONSERVATION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 106804 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $28,037 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $11,114 | ExclusionAmount |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Code | 531110 | BusinessCode |
| Unrelated Business Income | $4,626 | UnrelatedBusinessIncomeAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $19,167 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$3 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $4,626 | UnrelatedBusinessIncomeAmount |
| Exclusion | $58,315 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 62941 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $3,432 | Amount |
| Net Investment Income | 2288 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1144 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (2 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Prior Years DepreciationPriorYearsDepreciation | Computation MethodComputationMethod | LifeLife | Current Year ExpenseCurrentYearExpense | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|---|---|---|---|
| 234 SW 10TH AVENUE IMPROVEMENTS | 2012-09-17 | 116200 | 704 | SL | 27.500000000000 | 4225 | 4225 |
| 234 SW 10TH AVENUE LAND | 2012-09-17 | 23800 | L | 0 | 0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (8 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| SPDR S&P 500 ETF | 94546 | 123442 |
| SPDR DJIA ETF | 94307 | 138219 |
| PRUDENTIAL SHORT TERM CORP BD C | 416000 | 416722 |
| CENTURYLINK INC | 75712 | 67540 |
| DUKE ENERGY CORP NEW | 94949 | 97944 |
| NEXTERA ENERGY INC COM | 96960 | 101508 |
| VERIZON COMMUNICATIONS | 84513 | 84354 |
| WILLIAMS CO INC | 74394 | 73962 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLand (2 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|---|
| 234 SW 10TH AVENUE IMPROVEMENTS | 116200 | 4929 | 111271 | 111271 |
| 234 SW 10TH AVENUE LAND | 23800 | 0 | 23800 | 23800 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| LEGAL FEES | $10,000 | 6667 | 3333 |
| LEGAL | $2,500 | 2500 | 0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INSURANCE | 1267 | 1267 | 0 |
| REPAIRS & MAINTENANCE | 1862 | 1862 | 0 |
| TAXES | 2319 | 2319 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| MORTGAGE INTEREST RECEIVED- DAY | 8677 | 8677 | 8677 |
| MORTGAGE INTEREST RECEIVED- EAST COAST FINANCIAL | 10490 | 10490 | 10490 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUSTEE FEES | Category |
| Amount | $17,500 | Amount |
| Net Investment Income | 11667 | NetInvestmentIncome |
| Disbursements Charitable Prps | 5833 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | Category |
| Amount | $2,595 | Amount |
| Net Investment Income | 1868 | NetInvestmentIncome |
| Disbursements Charitable Prps | 727 | DisbursementsCharitablePrps |
Comments