SONNI FAMILY FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SONNI FAMILY FOUNDATION INC (EIN 20-2015095)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-15
- IRS object ID
- 201333199349100543
- 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
- Distribution From Corpus Election
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-15T09:59:38-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 435 SOUTH COMMERCE AVENUE | AddressLine1 |
| City | SEBRING | City |
| State | FL | State |
| ZIP Code | 33870 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202015095 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SONNI FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SONN | NameControl |
| Phone | 8634462017 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2921 LAKEVIEW DRIVE | AddressLine1 |
| City | SEBRING | City |
| State | FL | State |
| ZIP Code | 33870 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RAJESWARI SONNI | Name |
| Title | DIRECTOR | Title |
| Phone | 8634462017 | Phone |
| Date Signed | 2013-11-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM BENTON | Name |
| PTIN | P00695255 | PTIN |
| Phone | 8633851577 | Phone |
| Date Prepared | 2013-11-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 993140 | 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 |
| Dividends Rev And Expnss | 52286 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 52275 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 76322 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 386990 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 76322 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 128608 | TotalRevenueAndExpenses |
| Total Net Investment Income | 128597 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 385 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 192 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 193 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1126 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 1307 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 131 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 1176 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 556 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 162 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 392 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 3374 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 485 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1761 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 29501 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 29501 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 32875 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 485 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 31262 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 95733 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 128112 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 64487 | CashBOY |
| Cash EOY | 68826 | CashEOY |
| Cash EOYFMV | 68826 | CashEOYFMV |
| Prepaid Expenses BOY | 1000 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 2128 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 2128 | PrepaidExpensesEOYFMV |
| Investments Govt Oblig BOY | 848275 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 841819 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 922186 | InvestmentsGovtObligEOYFMV |
| Total Assets BOY | 913762 | TotalAssetsBOY |
| Total Assets EOY | 912773 | TotalAssetsEOY |
| Total Assets EOYFMV | 993140 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 913762 | UnrestrictedBOY |
| Unrestricted EOY | 912773 | UnrestrictedEOY |
| Total Net Assets BOY | 913762 | TotalNetAssetsBOY |
| Total Net Assets EOY | 912773 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 913762 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 912773 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 913762 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 95733 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1009495 | Subtotal |
| Other Decreases | 96722 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 912773 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 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 |
|---|---|---|---|---|---|---|---|
| CALIFORNIA ST GEN OBLG 7.55% 04/01/39 - 250,000 | P | 2010-02-16 | 2012-01-26 | 320690 | 255732 | 64958 | 64958 |
| IRONDALE ALA GEN OBLIG 5% 10/01/12 - 65,000 | P | 2010-03-23 | 2012-10-01 | 66300 | 54936 | 11364 | 11364 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 76322 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 9221 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 823991 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.011191 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 46005 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 767564 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.059936 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 32705 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 698297 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.046835 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 0 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 808584 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.000000 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 106214 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 543920 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.195275 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.313237 | TotalDistributionRatio |
| Average Distribution Ratio | 0.062647 | AverageDistributionRatio |
| Net Noncharitable Assets | 1011109 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 63343 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1281 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 64624 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 31262 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2562 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2562 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2562 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2128 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2128 | TotalCreditsAndPayments |
| Tax Due | 434 | TaxDue |
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 | 0 | 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 | CLIFTONLARSONALLEN LLP | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8633851577 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 435 S COMMERCE AVENUE | AddressLine1 |
| City | SEBRING | City |
| State | FL | State |
| ZIP Code | 338703702 | 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 |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| 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 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 | 964381 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 62126 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1026507 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1026507 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 15398 | CashDeemedCharitable |
| Net Noncharitable Assets | 1011109 | NetNoncharitableAssets |
| Minimum Investment Return | 50555 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 50555 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2562 | TaxBasedOnInvestmentIncome |
| Total Tax | 2562 | TotalTax |
| Distributable Amount Before Adj | 47993 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 47993 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 47993 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 31262 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 31262 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 31262 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 47993 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 42324 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year2 | 8351 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 9221 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 59896 | TotalExcessDistriCarryover |
| Qualifying Distributions | 31262 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 31262 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 0 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 47993 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 47993 | ExcessDistriCyovAppliedCY |
| Total Corpus | 43165 | 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 | 43165 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 2682 | ExcessFromYear2 |
| Excess From Year1 | 9221 | ExcessFromYear1 |
| Excess From Current Year | 31262 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | SONNI FAMILY FOUNDATION | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2921 LAKEVIEW DRIVE | AddressLine1 |
| City | SEBRING | City |
| State | FL | State |
| ZIP Code | 338703702 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 8634462017 | RecipientPhoneNumber |
| Form And Info And Materials | PURPOSE, NEEDS, AND OTHER SUPPORT | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | N/A | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (10 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| BRITTANY TAYLOR WENTLANDT | |||||||
| 1381 NORTHGATE CIRCLE APT 305 | OVIEDO | FL | 32765 | NONE | INDIVIDUAL | COLLEGE SCHOLARSHIP | $5,000 |
| CHINMAYA MISSION - ORLANDO | |||||||
| 1221 FLORIDA ROAD | CASSELBERRY | FL | 32707 | 501(C)(3) | GENERAL SUPPORT FOR THIS RELIGIOUS ORGANIZATION. | $12,000 | |
| NEELAWATTI ETWARU | |||||||
| 4618 NAVARRE AVENUE | SEBRING | FL | 33870 | NONE | INDIVIDUAL | COLLEGE SCHOLARSHIP | $2,000 |
| ALEXIA SALAZAR | |||||||
| PO BOX 2294 | LAKE PLACID | FL | 33852 | NONE | INDIVIDUAL | COLLEGE SCHOLARSHIP | $2,000 |
| DON0VAN WHITE | |||||||
| 1501 KYRA AVENUE | SEBRING | FL | 33872 | NONE | INDIVIDUAL | COLLEGE SCHOLARSHIP | $2,000 |
| JESSICA LEITCH | |||||||
| 321 N IRVINGTON ROAD | AVON PARK | FL | 33825 | NONE | INDIVIDUAL | COLLEGE SCHOLARSHIP | $2,000 |
| CHINMAYA MISSION - NEW JERSEY | |||||||
| 95 CRANBURY NECK ROAD | CRANBURY TOWNSHIP | NJ | 08512 | 501(C)(3) | GENERAL SUPPORT FOR THIS RELIGIOUS ORGANIZATION. | $501 | |
| AAPI MUSICAL FUND | |||||||
| 2001 MONTOUR CHURCH ROAD SUITE 100 | OAKDALE | PA | 15071 | 501(C)(3) | GENERAL SUPPORT | $1,000 | |
| CHILD ADVOCACY CENTER | |||||||
| 1968 SEBRING PKWY | SEBRING | FL | 33870 | 501(C)(3) | GENERAL SUPPORT | $2,000 | |
| UCF GLOBAL PERSPECTIVE | |||||||
| 4000 CENTRAL AVENUE | ORLANDO | FL | 32816 | 501(C)(3) | GENERAL SUPPORT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 29501 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $52,286 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $76,322 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $128,608 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 128608 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 3 | N/A |
| 4 | N/A |
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 | $385 | Amount |
| Net Investment Income | 192 | NetInvestmentIncome |
| Disbursements Charitable Prps | 193 | DisbursementsCharitablePrps |
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. | Election |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 0 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 0 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 841819 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 922186 | StateLocalSecuritiesEOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PRIOR YEARS UNREALIZED GAIN ON INVESTMENTS | Description |
| Amount | $96,722 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (6 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BANK CHARGES | 33 | 17 | 16 |
| MEALS AND ENTERTAINMENT | 182 | 18 | 164 |
| MISCELLANEOUS | 155 | 78 | 77 |
| OFFICE EXPENSE | 75 | 38 | 37 |
| TEMP LABOR | 109 | 11 | 98 |
| PENALTY | 2 | 0 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INCOME TAXES | Category |
| Amount | $1,126 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments