THE CHINGOS FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- THE CHINGOS FOUNDATION (EIN 59-2381901)
- Tax period
- 2010-12-01 to 2011-11-30
- Filed
- 2012-06-27
- IRS object ID
- 201221799349100702
- Schema version
- 2010v3.4
- 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
- Investments Corp Stock Schedule
- 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 | 2012-06-27T11:09:28-05:00 | Timestamp |
| Tax Period End Date | 2011-11-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAMN KRIELOW DYTRYCH & CO | 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 | 2010-12-01 | 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 E 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 | 2012-06-22 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GARY R KRIELOW | Name |
| Phone | 5616941040 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 3042405 | 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 | 41922 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 41922 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 4465 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 4465 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 0 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1284000 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 27070 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 27070 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 73457 | TotalRevenueAndExpenses |
| Total Net Investment Income | 73457 | 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 | 10000 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 7500 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 2500 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3488 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2616 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 872 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 20000 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 15000 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 5000 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2795 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1652 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 643 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 197 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 175 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 22 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 66480 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 49443 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 16537 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 135218 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 135218 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 201698 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 49443 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 151755 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -128241 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 24014 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 2628795 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 2515521 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 2513761 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 188853 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 188853 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 188606 | InvestmentsCorpStockEOYFMV |
| Investments Mortgage Loans BOY | 350936 | InvestmentsMortgageLoansBOY |
| Investments Mortgage Loans EOY | 335819 | InvestmentsMortgageLoansEOY |
| Investments Mortgage Loans EOYFMV | 335819 | 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 | 3172803 | TotalAssetsBOY |
| Total Assets EOY | 3044412 | TotalAssetsEOY |
| Total Assets EOYFMV | 3042405 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 1553 | AccountsPayableBOY |
| Accounts Payable EOY | 1403 | AccountsPayableEOY |
| Total Liabilities BOY | 1553 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1403 | 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 | 3171250 | RetainedEarningsBOY |
| Retained Earnings EOY | 3043009 | RetainedEarningsEOY |
| Total Net Assets BOY | 3171250 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3043009 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3172803 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3044412 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3171250 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -128241 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 3043009 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 3043009 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (14 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 |
|---|---|---|---|---|---|---|---|
| AMERICAN EXPRESS | P | 2008-12-10 | 2010-12-10 | 96000 | 96000 | 0 | 0 |
| MIZRAHI TEFAHOT BANK | P | 2009-12-16 | 2010-12-16 | 96000 | 96000 | 0 | 0 |
| BANK OF AMERICA | P | 2009-07-01 | 2010-12-31 | 96000 | 96000 | 0 | 0 |
| GE MONEY BANK | P | 2009-01-09 | 2011-01-10 | 96000 | 96000 | 0 | 0 |
| BANK OF INDIA | P | 2010-01-14 | 2011-01-12 | 96000 | 96000 | 0 | 0 |
| COLE TAYLOR BANK | P | 2008-01-30 | 2011-01-28 | 40000 | 40000 | 0 | 0 |
| GOLDMAN SACHS | P | 2009-02-11 | 2011-02-11 | 92000 | 92000 | 0 | 0 |
| CAPMARK BANK | P | 2009-03-11 | 2011-03-01 | 96000 | 96000 | 0 | 0 |
| CITBANK | P | 2009-04-08 | 2011-04-08 | 96000 | 96000 | 0 | 0 |
| SALLIE MAE BANK | P | 2009-05-06 | 2011-05-06 | 96000 | 96000 | 0 | 0 |
| DISCOVER BANK | P | 2009-12-16 | 2011-06-16 | 96000 | 96000 | 0 | 0 |
| MIDFIRST BANK | P | 2009-08-12 | 2011-08-12 | 96000 | 96000 | 0 | 0 |
| CAROLINA FIRST BANK | P | 2009-09-11 | 2011-09-12 | 96000 | 96000 | 0 | 0 |
| FLAGSTAR BANK | P | 2009-10-09 | 2011-10-11 | 96000 | 96000 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 0 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 152485 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2912053 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.052363 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 132803 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3200747 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.041491 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 155810 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2961423 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.052613 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 171659 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3209715 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.053481 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 156000 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 3414492 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.045688 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.245636 | TotalDistributionRatio |
| Average Distribution Ratio | 0.049127 | AverageDistributionRatio |
| Net Noncharitable Assets | 2806390 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 137870 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 240 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 138110 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 151755 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 240 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 240 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 240 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1813 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1813 | TotalCreditsAndPayments |
| Overpayment | 1573 | Overpayment |
| Amount Credited To Next Year | 1573 | 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 | 190269 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 2658858 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2849127 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2849127 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 42737 | CashDeemedCharitable |
| Net Noncharitable Assets | 2806390 | NetNoncharitableAssets |
| Minimum Investment Return | 140320 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 140320 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 240 | TaxBasedOnInvestmentIncome |
| Total Tax | 240 | TotalTax |
| Distributable Amount Before Adj | 140080 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 140080 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 140080 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 151755 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 151755 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 240 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 151515 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 140080 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 1305 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 9789 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year1 | 7696 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 18790 | TotalExcessDistriCarryover |
| Qualifying Distributions | 151755 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 140080 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 11675 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 30465 | 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 | 30465 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 1305 | ExcessFromYear4 |
| Excess From Year3 | 9789 | ExcessFromYear3 |
| Excess From Year1 | 7696 | ExcessFromYear1 |
| Excess From Current Year | 11675 | ExcessFromCurrentYear |
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 (19 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 |
| FLORIDA LEGAL SERVICES | ||||||
| 508 LUCERNE AVENUE | LAKE WORTH | FL | 33460 | 501(C)(3) | LEGAL SERVICES TO DISADVANTAGED PERSONS | $5,000 |
| FLORIDA ODYSSEY OF THE MIND - PALMS REGION | ||||||
| 406 GANTTOWN RD | SEWELL | NJ | 08080 | 501(C)(3) | EDUCATION | $5,000 |
| HERRINGTON MANOR STATE PARK | ||||||
| 222 HERRINGTON LANE | OAKLAND | MD | 21550 | STATE - PARK | MANAGE NATURAL RESOURCES | $14,691 |
| MON RIVER TRAILS CONSERVANCY | ||||||
| PO BOX 282 | MORGANTOWN | WV | 26507 | 501(C)(3) | LAND PRESERVATION | $5,000 |
| NATURE CONSERVANCY - FLORIDA CHAPTER | ||||||
| 222 S WESTMONTE DR STE 300 | ALTAMONTE SPRINGS | FL | 32714 | 501(C)(3) | LAND PRESERVATION | $5,000 |
| NATURE CONSERVANCY EASTERN NY CHAPTER | ||||||
| 265 CHESTNUT RIDGE RD | MOUNT KISCO | NY | 10549 | 501(C)(3) | LAND PRESERVATION | $5,000 |
| NATURE CONSERVANCY WEST VIRGINIA CHAPTER | ||||||
| PO BOX 250 | ELKINS | WV | 26241 | 501(C)(3) | LAND PRESERVATION | $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 | $550 |
| 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 | $5,977 |
| UNIVERSITY OF PENNSYLVANIA | ||||||
| 3420 WALNUT STREET | PHILADELPHIA | PA | 191046206 | 501(C)(3) | EDUCATION | $15,000 |
| WESTERN PENNSYLVANIA CONSERVANCY - FALLINGWATER | ||||||
| 800 WATERFRONT DRIVE | PITTSBURGH | PA | 15222 | 501(C)(3) | LAND CONSERVATION | $10,000 |
| NATURE CONSERVANCY-ADIRONDACKS | ||||||
| PO BOX 65 | KEENE VALLEY | NY | 12943 | 501(C)(3) | LAND CONSERVATION | $5,000 |
| UNIVERSITY OF VIRGINIA-DARDEN SCHOOL | ||||||
| 100 DARDEN BLVD | CHARLOTTESVILLE | VA | 22903 | 501(C)(3) | EDUCATION | $5,000 |
| GERMAN MASONTOWN PUBLIC LIBRARY | ||||||
| 104 SOUTH MAIN STREET | MASONTOWN | PA | 15461 | 501(C)(3) | COMMUNITY SERVICES | $15,000 |
| WELLS MEMORIAL LIBRARY UPPER JAY NY | ||||||
| ROUTE 9N PO BOX 57 | UPPER JAY | NY | 12987 | 501(C)(3) | COMMUNITY SERVICES | $10,000 |
| NORTH COUNTY PUBLIC RADIO | ||||||
| 80 E MAIN STREET | CANTON | NY | 13617 | 501(C)(3) | COMMUNITY SERVICES | $1,500 |
| ZOOLOGICAL SOCIETY OF FLORIDA | ||||||
| 12400 SW 152 STREET | MIAMI | FL | 33177 | 501(C)(3) | WILD LIFE PRESERVATION | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 135218 | 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 | $41,922 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $4,465 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $27,070 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $73,457 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 73457 | 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 | $3,488 | Amount |
| Net Investment Income | 2616 | NetInvestmentIncome |
| Disbursements Charitable Prps | 872 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| SPDR S&P 500 ETF | 94546 | 85243 |
| SPDR DJIA ETF | 94307 | 103363 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $10,000 | Amount |
| Net Investment Income | 7500 | NetInvestmentIncome |
| Disbursements Charitable Prps | 2500 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT EXPENSE | 150 | 150 | 0 |
| POSTAGE | 22 | 0 | 22 |
| BANK FEES | 25 | 25 | 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 | 8270 | 8270 | 8270 |
| MORTGAGE INTEREST RECEIVED- EAST COAST FINANCIAL | 18800 | 18800 | 18800 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUSTEE FEES | Category |
| Amount | $20,000 | Amount |
| Net Investment Income | 15000 | NetInvestmentIncome |
| Disbursements Charitable Prps | 5000 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| PAYROLL TAXES | $2,295 | 1652 | 643 |
| CURRENT YEAR EXCISE TAXES | $500 | 0 | 0 |
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