SONNI FAMILY FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SONNI FAMILY FOUNDATION INC (EIN 20-2015095)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-15
- IRS object ID
- 201203209349100905
- Schema version
- 2011v1.2
- 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 Corp Bonds Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-15T09:57:04-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 338703702 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | 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 | 2012-11-14 | 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 | 2012-11-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 913762 | 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 | 58016 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 58016 | DividendsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 58016 | TotalRevenueAndExpenses |
| Total Net Investment Income | 58016 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 0 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2835 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1417 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1418 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 769 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 719 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 301 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 302 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 4323 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1718 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1720 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 7501 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 7501 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 11824 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1718 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 9221 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 46192 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 56298 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 19295 | CashBOY |
| Cash EOY | 64487 | CashEOY |
| Cash EOYFMV | 64487 | CashEOYFMV |
| Prepaid Expenses EOY | 1000 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 1000 | PrepaidExpensesEOYFMV |
| Investments Corp Bonds BOY | 736687 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 848275 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 848275 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 755982 | TotalAssetsBOY |
| Total Assets EOY | 913762 | TotalAssetsEOY |
| Total Assets EOYFMV | 913762 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 755982 | UnrestrictedBOY |
| Unrestricted EOY | 913762 | UnrestrictedEOY |
| Total Net Assets BOY | 755982 | TotalNetAssetsBOY |
| Total Net Assets EOY | 913762 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 755982 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 913762 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 755982 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 46192 | ExcessOfRevenueOverExpenses |
| Other Increases | 111588 | OtherIncreases |
| Subtotal | 913762 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 913762 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 46005 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 767564 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.059936 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 32705 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 698297 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.046835 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 0 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 808584 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.0 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 106214 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 543920 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.195275 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 18821 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 470595 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.039994 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.342040 | TotalDistributionRatio |
| Average Distribution Ratio | 0.068408 | AverageDistributionRatio |
| Net Noncharitable Assets | 823991 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 56368 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 563 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 56931 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 9221 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1126 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1126 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1126 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1000 | TotalCreditsAndPayments |
| Penalty For Underpayment | 2 | PenaltyForUnderpayment |
| Tax Due | 128 | 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 | 797906 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 38633 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 836539 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 836539 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 12548 | CashDeemedCharitable |
| Net Noncharitable Assets | 823991 | NetNoncharitableAssets |
| Minimum Investment Return | 41200 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 41200 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1126 | TaxBasedOnInvestmentIncome |
| Total Tax | 1126 | TotalTax |
| Distributable Amount Before Adj | 40074 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 40074 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 40074 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 9221 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 9221 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 9221 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 40074 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 2400 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 79998 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year1 | 8351 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 90749 | TotalExcessDistriCarryover |
| Qualifying Distributions | 9221 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 9221 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 0 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 40074 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 40074 | ExcessDistriCyovAppliedCY |
| Total Corpus | 59896 | 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 | 59896 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 42324 | ExcessFromYear4 |
| Excess From Year1 | 8351 | ExcessFromYear1 |
| Excess From Current Year | 9221 | 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 (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CHINMAYA MISSION | |||||||
| 1221 FLORIDA ROAD | CASSELBERRY | FL | 32707 | NONE | 501(C)(3) | GENERAL SUPPORT FOR THIS RELIGIOUS ORGANIZATION. | $2,501 |
| BRITTANY TAYLOR WENTLANDT | |||||||
| 1381 NORTHGATE CIRCLE APT 305 | OVIEDO | FL | 32765 | NONE | INDIVIDUAL | COLLEGE SCHOLARSHIP | $2,500 |
| NEELAWATTI ETWARU | |||||||
| 4618 NAVARRE AVENUE | SEBRING | FL | 33870 | NONE | INDIVIDUAL | COLLEGE SCHOLARSHIP | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 7501 | 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) |
|---|---|---|
| Related Or Exempt Function Income | 58016 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $0 | ExclusionAmount |
| Related Or Exempt Function Income | 58016 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 58016 | 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 | $2,835 | Amount |
| Net Investment Income | 1417 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 1418 | 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 Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (8 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| CALIFORNIA ST GEN 7.55% - 250,000 | 305290 | 305290 |
| CALIFORNIA ST GEN 7.95% - 100,000 | 113015 | 113015 |
| IRONDALE ALA GEN 6% - 65,000 | 68927 | 68927 |
| LOS ANGELES CAL CMNTY 7.75% - 15,000 | 14980 | 14980 |
| MARICOPA CNTY ARIZ ELEM - 125,000 | 134881 | 134881 |
| TEMECULA CALIF REDEV 8.18% - 100,000 | 107940 | 107940 |
| UNIV CENT FLA CTFS 5.375% - 100,000 | 87017 | 87017 |
| WHITTIER CAL REDEV TAX 6.09% -20,000 | 16225 | 16225 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| MEALS AND ENTERTAINMENT | 603 | 301 | 0 | 302 |
| MISCELLANEOUS | 89 | 0 | 0 | 0 |
| OFFICE EXPENSE | 27 | 0 | 0 | 0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN ON INVESTMENTS | Description |
| Amount | $111,588 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INCOME TAXES | Category |
| Amount | $769 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments