THE AFRICA PLAN FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE AFRICA PLAN FOUNDATION (EIN 45-3998232)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-12
- IRS object ID
- 202611639349101201
- 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
- Form 990-PF
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-12T10:16:06-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453998232 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Africa Plan Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | AFRI | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | K ONI CHUKWU | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2026-05-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,648,354 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,703 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,703 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $11,724 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,724 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $53,879 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $99,042 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $53,879 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $154 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $154 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $69,460 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $69,460 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $30,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $30,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $800 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $16,857 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $16,857 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,681 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $300 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,381 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $59,338 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $300 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $58,238 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $42,807 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $41,807 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $102,145 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $300 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $100,045 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$32,685 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $69,160 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $179,664 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $130,489 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $130,489 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $495,434 | CorporateStockBOYAmt |
| Corporate Stock EOY | $511,924 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,517,865 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $675,098 | TotalAssetsBOYAmt |
| Total Assets EOY | $642,413 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,648,354 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $675,098 | RetainedEarningBOYAmt |
| Retained Earning EOY | $642,413 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $675,098 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $642,413 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $675,098 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $642,413 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $675,098 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$32,685 | ExcessRevenueOverExpensesAmt |
| Subtotal | $642,413 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $642,413 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $99,042 | GrossSalesPriceAmt |
| Cost Or Other Basis | $45,163 | CostOrOtherBasisAmt |
| Gain Or Loss | $53,879 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $53,879 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $53,879 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $961 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $961 | SubtotalAmt |
| Tax Based On Investment Income | $961 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $515 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $446 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $961 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | Yes (true) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (true) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| K Oni Chukwu | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir, Sec | 8.0 | $0 | $0 | $0 |
| Leslie Koons | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 2.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | BOOTCAMP HACKATHON NIGERIA - RENTING OUT A COMMUNITY CENTER AND PROVIDING FREE STEM EDUCATION AND JOB PLACEMENT FOR YOUNG ADULTS | Description1Txt |
| Expenses1 | $20,000 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,410,562 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $156,522 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,567,084 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,567,084 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,506 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,543,578 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $77,179 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $77,179 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $961 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $961 | TotalTaxAmt |
| Distributable Before Adj | $76,218 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $76,218 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $76,218 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $100,045 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $100,045 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $76,218 | DistributableAsAdjustedAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $38,243 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $38,243 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $100,045 | QualifyingDistributionsAmt |
| Applied To Current Year | $76,218 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $23,827 | RemainingDistriFromCorpusAmt |
| Total Corpus | $62,070 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $62,070 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $38,243 | ExcessFromYear1Amt |
| Excess From Current Year | $23,827 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | K Oni Chukwu | ContributingManagerNm |
| Contributing Manager | Leslie Koons | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| DOMUS KIDS INC | |||||||
| 83 LOCKWOOD AVE | STAMFORD | CT | 06902 | N/A | PC | General & Unrestricted | $23,000 |
| ELENAS LIGHT INC | |||||||
| 81 PATTEN RD | NORTH HAVEN | CT | 06473 | N/A | PC | General & Unrestricted | $6,500 |
| GREATER AWGU UNITED ASSOCIATION USA | |||||||
| 3700 W MUNGALL DR APT 6 | ANAHEIM | CA | 92804 | N/A | PF | General & Unrestricted | $1,000 |
| IMPACT 100 FAIRFIELD COUNTY | |||||||
| PO BOX 7666 | GREENWICH | CT | 06836 | N/A | PC | General & Unrestricted | $1,100 |
| THE APOLLO THEATER FOUNDATION INC | |||||||
| 253 W 125TH ST | NEW YORK | NY | 10027 | N/A | PC | General & Unrestricted | $2,000 |
| THE CARVER INC | |||||||
| 7 ACADEMY ST | NORWALK | CT | 06850 | N/A | PC | General & Unrestricted | $6,000 |
| HOPE WORLDWIDE LTD | |||||||
| 290 INTERSTATE NORTH CIR SE | ATLANTA | GA | 30339 | n/a | PC | General & Unrestricted | $500 |
| JIMMY MCGRATH FOUNDATION | |||||||
| 26 CAPTAINS WATCH | SHELTON | CT | 06484 | n/a | PC | General & Unrestricted | $207 |
| THE APOLLO THEATER FOUNDATION INC | |||||||
| 253 W 125TH ST | NEW YORK | NY | 10027 | n/a | PC | General & Unrestricted | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $42,807 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,703 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,724 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $53,879 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION LAWSUIT PROCEEDS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $154 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $69,460 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $69,460 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FORM 990-PF, PARTS I AND XIV: | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PARTS I AND XIV: | FormAndLineReferenceDesc |
| Medium Explanation | TOTAL Part I, Line 25, Column (a) and Part XIV, Line 3a: $42,807 Less grant not counted as qualifying distribution as grantee is not a PC: $1,000 TOTAL Part I, Line 25, Column (d): $41,807 | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (25 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADVANCED MICRO DEVICES INC | $7,135 | $9,423 |
| AIRBNB | $3,400 | $6,786 |
| AMAZON COM | $45,152 | $138,492 |
| APPLE INC | $19,445 | $122,337 |
| AUTONATION INC | $12,425 | $20,648 |
| BLACKSTONE SEC LENDING | $77 | $81 |
| FIGURE TECHNOLOGY SOLUTIO CL | $2,500 | $4,084 |
| GENERAL ELECTRIC CO | $6,994 | $8,009 |
| HOWMET AEROSPACE ORD SHS | $7,092 | $7,586 |
| INTERACTIVE BROKERS GROUP, INC | $7,246 | $7,203 |
| INVESCO QQQ TRUST | $58,851 | $213,779 |
| ISHARES DJ US TECH ETF | $30,697 | $149,760 |
| ISHARES S&P 500 INDEX FD | $160,156 | $376,716 |
| KAYNE ANDERSON MLP INV CO | $20,781 | $35,902 |
| KLARNA GROUP PLC | $2,000 | $1,446 |
| META PLATFORMS INC | $7,122 | $6,601 |
| MICROSOFT CORP | $42,966 | $145,086 |
| NORTHERN OIL & GAS, INC | $52 | $52 |
| NOVA MEASURING INSTRUMENTS LTD | $7,309 | $8,538 |
| NVIDIA CORP | $16,080 | $149,200 |
| PALANTIR TECHNOLOGIES INC | $7,059 | $7,999 |
| SERVICE NOW | $13,811 | $38,298 |
| SPDR DOW JONES INDUSTRIAL AVER | $23,636 | $48,057 |
| TPG INC CL A | $2,950 | $6,384 |
| ZSCALER INC | $6,988 | $5,398 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $11,356 | $11,356 | |
| Bank Charges | $300 | $300 | |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Class Action Lawsuit Proceeds | Desc |
| Revenue And Expenses Per Books | $154 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $154 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PHILANTHROPIC CONSULTING SRVCS | CategoryTxt |
| Amt | $30,000 | Amt |
| Disbursements Charitable Prps | $30,000 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2025 | $500 |
| 990-PF Extension for 2024 | $300 |