FURP.ORG / PUBLIC DATA EXPLORER

SONECHA FAMILY FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
SONECHA FAMILY FOUNDATION (EIN 75-3206038)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-11-15
IRS object ID
201333199349101663
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-11-15T13:20:30-06:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1ROWLAND JOHNSON & COMPANY PABusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line115 READS WAY SUITE 200AddressLine1
CityNEW CASTLECity
StateDEState
ZIP Code19720ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN753206038EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1SONECHA FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlSONENameControl
Phone3022540100Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1220 CONTINENTIAL DRIVE NO 410AddressLine1
CityNEWARKCity
StateDEState
ZIP Code19713ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJAY SONECHAName
TitlePRESIDENTTitle
Phone3022540100Phone
Date Signed2013-11-15DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameDANIELLE VANDERWERFName
PTINP00174916PTIN
Phone3023240780Phone
Date Prepared2013-11-15DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Initial Return Former Public ChrtyXInitialReturnFormerPublicChrty
Exempt PFXExemptPF
FMV Assets EOY780346FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss274InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm274InterestOnSavingsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses274TotalRevenueAndExpenses
Total Net Investment Income274TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Taxes Rev And Expnss45TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss25OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss70TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss41000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps41000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss41070TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps41000TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-40796ExcessOfRevenueOverExpenses
Net Investment Income274NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY821142SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY780346SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV780346SavingsAndTempCashInvstEOYFMV
Total Assets BOY821142TotalAssetsBOY
Total Assets EOY780346TotalAssetsEOY
Total Assets EOYFMV780346TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY821142RetainedEarningsBOY
Retained Earnings EOY780346RetainedEarningsEOY
Total Net Assets BOY821142TotalNetAssetsBOY
Total Net Assets EOY780346TotalNetAssetsEOY
Total Liabilities Net Assets BOY821142TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY780346TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY821142TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-40796ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal780346Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY780346TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year149957QualifyingDistributionsYear1
Noncharitable Assets Year1848492NoncharitableAssetsYear1
Distribution Ratio Year10.058877DistributionRatioYear1
Qualifying Distributions Year284958QualifyingDistributionsYear2
Noncharitable Assets Year2929651NoncharitableAssetsYear2
Distribution Ratio Year20.091387DistributionRatioYear2
Qualifying Distributions Year30QualifyingDistributionsYear3
Noncharitable Assets Year3931320NoncharitableAssetsYear3
Distribution Ratio Year30.000000DistributionRatioYear3
Qualifying Distributions Year450328QualifyingDistributionsYear4
Noncharitable Assets Year4961346NoncharitableAssetsYear4
Distribution Ratio Year40.052352DistributionRatioYear4
Qualifying Distributions Year525000QualifyingDistributionsYear5
Noncharitable Assets Year5968261NoncharitableAssetsYear5
Distribution Ratio Year50.025819DistributionRatioYear5
Total Distribution Ratio0.228435TotalDistributionRatio
Average Distribution Ratio0.045687AverageDistributionRatio
Net Noncharitable Assets771753NetNoncharitableAssets
Adjusted Noncharitable Assets35259AdjustedNoncharitableAssets
One Percent Net Investment Income3OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One35262AdjNonchrtblAssetsAndOnePct
Qualifying Distributions41000QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax3InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal3Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income3TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due3TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e0RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithDEStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1JAY SONECHABusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number3022540100BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1220 CONTINENTAL DRIVE SUITE 410AddressLine1
CityNEWARKCity
StateDEState
ZIP Code19713ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
JAY SONECHA
220 CONTINENTAL DRIVENEWARKDE19713TRUSTEE1.00000
KASHMIRA SONECHA
220 CONTINENTAL DRIVENEWARKDE19713TRUSTEE1.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances783506AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets783506TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets783506AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable11753CashDeemedCharitable
Net Noncharitable Assets771753NetNoncharitableAssets
Minimum Investment Return38588MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return38588MinimumInvestmentReturn
Tax Based On Investment Income3TaxBasedOnInvestmentIncome
Total Tax3TotalTax
Distributable Amount Before Adj38585DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded38585DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted38585DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions41000ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions41000QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm3OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions40997AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted38585DistributableAmountAsAdjusted
Undistributed Income Prior Year39796UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Total Excess Distri Carryover0TotalExcessDistriCarryover
Qualifying Distributions41000QualifyingDistributions
Applied To Year139796AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year1204AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus0TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY37381UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year0ExcessDistriCyovToNextYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerJAY SONECHAContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (5 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
NEMOURSAIDHC
1600 ROCKLAND ROADWILMINGTONDE19803NONEPUBLIC CHARITYSUPPORT OF ORGANIZATIONS ACTIVITIES$5,000
RONALD MCDONALD HOUSE
1901 ROCKLAND ROADWILMINGTONDE19803NONEPUBLIC CHARITYSUPPORT OF ORGANIZATIONS ACTIVITIES$5,000
SETTING SCOLIOSIS STRAIGHT
5781 E PASEO CIMARRONTUSCONAZ85750NONEPUBLIC CHARITYSUPPORT OF ORGANIZATIONS ACTIVITIES$1,000
AYUDA
1700 N MOORE ST SUITE 2000ARLINGTONVA22209NONEPUBLIC CHARITYSUPPORT OF ORGANIZATIONS ACTIVITIES$5,000
HABITAT FOR HUMANITY OF NCC
1920 HUTTON STREETWILMINGTONDE19802NONEPUBLIC CHARITYSUPPORT OF ORGANIZATIONS ACTIVITIES$25,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year41000TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$274ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$274ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA274TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionPURSUANT TO REG 53.4942(A)-3(D)(2), THE SONECHA FAMILY FOUNDATION ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS OF $39796 AS A DISTRIBUTION OF 2011 UNDISTRIBUTED INCOME.Election

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionTAXES AND LICENSESDescription
Revenue And Expenses Per Books25RevenueAndExpensesPerBooks
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategory
Amount$45Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps