AMIN FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
AMIN FOUNDATION (EIN 80-0075857)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-07
IRS object ID
202621279349102657
Schema version
2025v4.1
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)
Return2026-05-07T12:07:36-07:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN270814927PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BARMACHE AND ALFORD LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14035 E THOUSAND OAKS BLVD STE 232AddressLine1Txt
CityWestlake VillageCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91362ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN800075857EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AMIN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlAMINBusinessNameControlTxt
Phone9092085655PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14126 ABERNETHY FORRESR PLAddressLine1Txt
CityLAS VEGASCityNm
State AbbreviationNVStateAbbreviationCd
ZIP89141ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHIRAG AMINPersonNm
Person TitleTrusteePersonTitleTxt
Signature2026-05-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRANDY BARMACHE CPAPreparerPersonNm
PTINP00002591PTIN
Phone8053717898PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$0FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$92,349DividendsRevAndExpnssAmt
Dividends Net Invst Incm$92,349DividendsNetInvstIncmAmt
Dividends Adj Net Incm$92,349DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$37,696NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$208,471GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$37,696CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$38,689OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$168,734TotalRevAndExpnssAmt
Total Net Invst Incm$130,045TotalNetInvstIncmAmt
Total Adj Net Incm$92,349TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$80,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$80,000CompOfcrDirTrstNetInvstIncmAmt
Accounting Fees Rev And Expnss$6,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$6,500AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$32,408OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$32,408OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$200TaxesRevAndExpnssAmt
Taxes Net Invst Incm$200TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$119,108TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$119,108TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$159,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$159,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$278,108TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$119,108TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$159,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$109,374ExcessRevenueOverExpensesAmt
Net Investment Income$10,937NetInvestmentIncomeAmt
Adjusted Net Income$92,349AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$10,583CashBOYAmt
Cash EOY$54,927CashEOYAmt
Corporate Stock BOY$1,959,706CorporateStockBOYAmt
Corporate Stock EOY$1,937,940CorporateStockEOYAmt
Other Investments BOY$1,222,369OtherInvestmentsBOYAmt
Other Investments EOY$1,277,932OtherInvestmentsEOYAmt
Total Assets BOY$3,192,658TotalAssetsBOYAmt
Total Assets EOY$3,270,799TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$3,192,658CapitalStockBOYAmt
Capital Stock EOY$3,270,799CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$3,192,658TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,270,799TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,192,658TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,270,799TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,192,658TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$109,374ExcessRevenueOverExpensesAmt
Other Increases$187,515OtherIncreasesAmt
Subtotal$3,270,799SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,270,799TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertySCHWAB LT COVEREDPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2000-01-01AcquiredDt
Sold2025-01-01SoldDt
Gross Sales Price$208,471GrossSalesPriceAmt
Cost Or Other Basis$170,775CostOrOtherBasisAmt
Gain Or Loss$37,696GainOrLossAmt
Gains Minus Excess Or Losses$37,696GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$37,696CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$152InvestmentIncomeExciseTaxAmt
Subtotal$152SubtotalAmt
Tax Based On Investment Income$152TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$285EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$285TotalPaymentsAndCreditsAmt
Overpayment$133OverpaymentAmt
Applied To ES Tax$133AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1CHIRAG AMINBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9092085655PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14126 ABERNETHY FORRESR PLAddressLine1Txt
CityLAS VEGASCityNm
State AbbreviationNVStateAbbreviationCd
ZIP89141ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
CHIRAG AMIN
4126 ABERNETHY FORRESR PLLAS VEGASNV89141Trustee8.00$50,000
ALICIA AMIN
4126 ABERNETHY FORRESR PLLAS VEGASNV89141Trustee5.00$30,000
NARAYAN AMIN
4126 ABERNETHY FORRESR PLLAS VEGASNV89141Trustee0.50$0
NIRMALA AMIN
4126 ABERNETHY FORRESR PLLAS VEGASNV89141Trustee0.50$0
ELIZABETH DERING
165 CULVER BLVD STE APLAYA DEL REYCA90293Trustee0.50$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,231,729AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,231,729TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$3,231,729AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$48,476CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,183,253NetVlNoncharitableAssetsAmt
Minimum Investment Return$159,163MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$159,163MinimumInvestmentReturnAmt
Tax Based On Investment Income$152TaxBasedOnInvestmentIncomeAmt
Total Tax$152TotalTaxAmt
Distributable Before Adj$159,011DistributableBeforeAdjAmt
Distributable Before Ded$159,011DistributableBeforeDedAmt
Distributable As Adjusted$159,011DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$159,000ExpensesAndContributionsAmt
Qualifying Distributions$159,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$159,011DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$20,802ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$21,804ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,512ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$8,816ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$53,934TotalExcessDistributionCyovAmt
Qualifying Distributions$159,000QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$159,000AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$11ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$11ExcessDistributionCyovAppCYAmt
Total Corpus$53,923TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$20,791ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$33,132ExcessDistriCyovToNextYrAmt
Excess From Year3$21,804ExcessFromYear3Amt
Excess From Year2$2,512ExcessFromYear2Amt
Excess From Year1$8,816ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCHIRAG AMINContributingManagerNm
Shareholder ManagerCHIRAG AMINShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCHIRAG AMIN MDRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line14126 ABERNETHY FORRESR PLAddressLine1Txt
CityLAS VEGASCityNm
State AbbreviationNVStateAbbreviationCd
ZIP89141ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9092085655RecipientPhoneNum
Form And Info And MaterialsPLEASE SEE ATTACHED GRANT GUIDELINESFormAndInfoAndMaterialsTxt
Submission DeadlinesPLEASE SEE ATTACHED GRANT GUIDELINESSubmissionDeadlinesTxt
Restrictions On AwardsPLEASE SEE ATTACHED GRANT GUIDELINESRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
HARVEST CHRISTIAN FELLOWSHIP
6115 ARLINGTON AVERIVERSIDECA92504SUPPORTED ORGPCFOR FELLOWSHIP$25,000
MAE HOUSE
PO BOX 2953NEWPORT BEACHCA92659SUPPORTED ORGPCFOR FELLOWSHIP$10,000
AMERICAN BIBLE SOCIETY
1865 BROADWAYNEW YORKNY10023SUPPORTED ORGPCFOR FELLOWSHIP$10,000
SAMARITAN'S PURSE
PO BOX 3000BOONENC28607SUPPORTED ORGPCFOR ASSISTANCE TO INDIGENT FAMILIES$10,000
BIBLE LEAGUE INTERNATIONAL
1 BIBLE LEAGUE PLAZACRETEIL60417SUPPORTED ORGPCFOR FELLOWSHIP$10,000
CORE CHURCH
PO BOX 34789LOS ANGELESCA90034SUPPORTED ORGPCFOR FELLOWSHIP$10,000
LEGACY CITY CHURCH
PO BOX 1793STUDIO CITYCA91604SUPPORTED ORGPCFOR FELLOWSHIP$10,000
BIBLES FOR AMERICA
PO BOX 17537IRVINECA92623SUPPORTED ORGPCFOR FELLOWSHIP$5,000
THE GIDEONS INTERNATIONAL
PO BOX 140800NASHVILLETN37214SUPPORTED ORGPCFOR FELLOWSHIP$2,500
BILLY GRAHAM EVANGELISTIC ASSOC
1 BILLY GRAHAM PARKWAYCHARLOTTENC28201SUPPORTED ORGPCFOR FELLOWSHIP$2,500
THE NAVIGATORS
3820 N 30TH STCOLORADO SPRINGSCO80904SUPPORTED ORGPCFOR FELLOWSHIP$5,000
THE POCKET TESTAMENT LEAGUE
11 TOLL GATE RDLITITZPA17543SUPPORTED ORGPCFOR FELLOWSHIP$15,000
CAMPUS CRUSADE FOR CHRIST
100 LAKE HART DRORLANDOFL32832SUPPORTED ORGPCFOR FELLOWSHIP$2,500
COMPASSION INTERNATIONAL
12290 VOYAGER PKWYCOLORADO SPRINGSCO80921SUPPORTED ORGPCFOR ASSISTANCE TO INDIGENT FAMILIES$250
ST JUDES CHILDREN'S RESEARCH HOSPIT
262 DANNY THOMAS PLACEMEMPHISTN38105SUPPORTED ORGPCFOR ASSISTANCE TO INDIGENT CHILDREN$10,000
FAITH COMES BY HEARINGHOSANNA MINIS
2421 AZTEC ROAD NEALBURQUERQUENM87107SUPPORTED ORGPCFOR FELLOWSHIP$500
INTL FELLOWSHIP OF CHRISTIANS AND J
30 NORTH LASALLE ST STE 4300CHICAGOIL60602SUPPORTED ORGPCFOR FELLOWSHIP$2,500
WOUNDED WARRIOR PROJECT INC
PO BOX 758517TOPEKAKS66675SUPPORTED ORGPCFOR ASSISTANCE TO INDIGENT FAMILIES$1,000
ANSWERS IN GENSIS
2800 BULLITTSBURG CHURCH RDPETERSBURGKY41080SUPPORTED ORGPCFOR FELLOWSHIP$2,500
THE SALVATION ARMY
615 STATERS LANEALEXANDRIAVA22314SUPPORTED ORGPCFOR ASSISTANCE TO INDIGENT CHILDREN$2,500
AMERICAN CANCER SOCIETY
250 WILLIAMS ST NWATLANTAGA30303SUPPORTED ORGPCFOR ASSISTANCE TO INDIGENT CHILDREN$500
SHRINERS HOSPITAL FOR CHILDREN
909 S FAIR OAKS AVEPASADENACA91105SUPPORTED ORGPCFOR ASSISTANCE TO INDIGENT CHILDREN$5,000
THE V FOUNDATION
14600 WESTON PKWYCARYNC27513SUPPORTED ORGPCFOR ASSISTANCE TO INDIGENT CHILDREN$500
COME AND SEE FOUNDATION
PO BOX 64618COLORADO SPRINGSCO80962SUPPORTED ORGPCFOR FELLOWSHIP$2,500
JEWS FOR JESUS
60 HAIGHT STREETSAN FRANCISCOCA94102SUPPORTED ORGPCFOR ASSISTANCE TO INDIGENT FAMILIES$1,000
CHRISTIAN APPALACHIAN PROJECT
485 PONDEROSA DRIVEPAINTSVILLEKY41240SUPPORTED ORGPCFOR ASSISTANCE TO INDIGENT FAMILIES$500
CHOSEN PEOPLE MINISTRIES
241 E 51ST STREETNEW YORKNY10022SUPPORTED ORGPCFOR FELLOWSHIP$250
JEWISH VOICE MINISTRIES
10974 N 24TH AVEPHOENIXAZ85029SUPPORTED ORGPCFOR FELLOWSHIP$250
PRISON FELLOWSHIP MINISTRIES
PO BOX 1550MERRIFIELDVA22116SUPPORTED ORGPCFOR FELLOWSHIP$250
VITALANT FOUNDATION
875 GREENTREE RD PARKWAY CENTERPITTSBURGHPA15220SUPPORTED ORGPCFOR FELLOWSHIP$500
TURNING POINT USA
217 1/2 E ILLINOIS STLEMONTIL60439SUPPORTED ORGPCFOR FELLOWSHIP$10,000
MESSIANIC JEWISH ALLIANCE OF AMERIC
PO BOX 274SPRINGFIELDPA19064SUPPORTED ORGPCFOR FELLOWSHIP$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$159,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$92,349RelatedOrExemptFunctionIncmAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$38,689RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$37,696RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$168,734RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$168,734TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$6,500Amt
Net Investment Income$6,500NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmt
EQUITIES$1,929,681
MUTUAL FUNDS
STOCKS$8,259

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmt
ETFSFMV$296,355
REITS (SCHWAB)FMV$339,370
REITSFMV$266,970
PARTNERSHIPSFMV$37,453
ANNUITIESFMV$337,784

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Investment IncomeDesc
Revenue And Expenses Per Books$38,689RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADR FEES (SCHWAB)$26$26$0$0
ADVISOR FEES (SCHWAB)$32,382$32,382$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FTB AND RRF-1$75$75
SCHWAB FOREIGN TAX$125$125

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