MONIS FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MONIS FOUNDATION (EIN 77-0524828)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-10
- IRS object ID
- 202231309349101788
- Schema version
- 2021v4.0
- 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
- Cash Deemed Charitable Expln Stmt
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-10T12:06:59-07:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERICKSON & ASSOCIATES CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1536 SMITH ST | AddressLine1Txt |
| City | KINGSBURG | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93631 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770524828 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONIS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MONI | BusinessNameControlTxt |
| Phone | 5598349326 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 413 E AVENIDA CORDOBA | AddressLine1Txt |
| City | SAN CLEMENTE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92672 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANTONIO MONIS JR | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Signature | 2022-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANTONIO MONIS | PersonFirstNm |
| Person Last | JR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Gerald Erickson CPA | PreparerPersonNm |
| PTIN | P00224809 | PTIN |
| Phone | 5598975824 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4,033 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,033 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $4,033 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $20,411 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,411 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $20,411 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $131,063 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $999,048 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $131,063 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $19,301 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,260 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $156,767 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $155,507 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $43,745 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,311 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $418 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $8,916 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $11,645 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $28,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $28,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $39,645 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $28,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $117,122 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $155,507 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $43,745 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $247,118 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $337,602 | SavAndTempCashInvstEOYAmt |
| US Government Obligations BOY | $215,673 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $841,621 | CorporateStockBOYAmt |
| Corporate Stock EOY | $739,902 | CorporateStockEOYAmt |
| Corporate Bonds EOY | $54,058 | CorporateBondsEOYAmt |
| Total Assets BOY | $1,304,412 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,131,562 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,304,412 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,421,534 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,304,412 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,421,534 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,304,412 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,421,534 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,304,412 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $117,122 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,421,534 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,421,534 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 100000 Ally Bank | P | 2019-02-04 | 2021-02-08 | $100,000 | $100,000 | ||
| 50000 MS Private Bank CD | P | 2019-06-07 | 2021-06-14 | $50,000 | $50,000 | ||
| DETAIL MAINTAINED MORGAN STANLEY | P | 2021-01-01 | 2021-12-31 | $383,274 | $363,973 | $19,301 | $19,301 |
| DETAIL MAINTAINED MORGAN STANLEY | P | 2020-01-01 | 2021-12-31 | $452,332 | $341,260 | $111,072 | $111,072 |
| DETAIL MAINTAINED MORGAN STANLEY | P | 2020-01-01 | 2021-12-31 | $13,442 | $12,752 | $690 | $690 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $131,063 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $19,301 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,162 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,162 | SubtotalAmt |
| Tax Based On Investment Income | $2,162 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $8 | EsPenaltyAmt |
| Tax Due | $2,170 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
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 | CA | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANTONIO MONIS JR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5598349326 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 413 E AVENIDA CORDOBA | AddressLine1Txt |
| City | SAN CLEMENTE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92672 | 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 | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | 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 | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| SHARON TAYLOR | ||||||
| 207 N JONNA | FOWLER | CA | 93625 | Pres/Dir | 0.00 | $0 |
| STEVE MONIS | ||||||
| 207 N JONNA | FOWLER | CA | 93625 | Sec/Dir | 0.00 | $0 |
| ANTONIO MONIS JR | ||||||
| 207 N JONNA | FOWLER | CA | 93625 | V P/Dir | 0.00 | $0 |
| VIVIAN MONIS | ||||||
| 207 N JONNA | FOWLER | CA | 93625 | V P/Dir | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $2,162 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,162 | TotalTaxAmt |
| Distributable Before Adj | $2,162 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,162 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $28,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $28,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $25,000 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $26,500 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $35,725 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $20,000 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $25,000 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $132,225 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $28,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $28,000 | RemainingDistriFromCorpusAmt |
| Total Corpus | $160,225 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $25,000 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $135,225 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $26,500 | ExcessFromYear4Amt |
| Excess From Year3 | $35,725 | ExcessFromYear3Amt |
| Excess From Year2 | $20,000 | ExcessFromYear2Amt |
| Excess From Year1 | $25,000 | ExcessFromYear1Amt |
| Excess From Current Year | $28,000 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| YOUNG LIFE | |||||||
| PO BOX 520 | COLORADO SPRINGS | CO | 80901 | NONE | GOOD | YOUTH ACTIVITIESFRESNO/SAN DIEGO COUNTY | $5,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 8701 LEEDS ROAD | KANSASA CITY | MO | 64129 | NONE | EOF | CHRISTIAN SPORT MINISTRY | $5,000 |
| VALLEY CHILDREN'S HEALTHCARE | |||||||
| 9300 VALLEY CHIDRENS PLACE | MADERA | CA | 93636 | NONE | EOF | CHILDRENT HOSPITAL | $5,000 |
| FAMILY ASSISTANCE MINISTRIES | |||||||
| 1030 CALLE NEGOCIO | SAN CLEMENTE | CA | 92673 | NONE | EOF | ASSIST MANY HURTING FAMILIES | $5,000 |
| FAMILY ASSISTANCE MINISTRIES | |||||||
| 1030 CALLE NEGOCIO | SAN CLEMENTE | CA | 92673 | NONE | EOF | ASSIST MANY HURTING FAMILIES | $5,000 |
| YOUTH WITH A MISSION | |||||||
| 1101 BAY BLVD SUITE C | CHULA VISTA | CA | 91911 | NONE | EOF | ASSIST MANY HURTING FAMILIES | $1,000 |
| THE SHORELINE CHURCH | |||||||
| 211 AVENIDA FABRICANTE | SAN CLEMENTE | CA | 92672 | NONE | EOF | ASSIST MANY HURTING FAMILIES | $1,000 |
| FISH FOR LIFE | |||||||
| 42 CALLE AMENO | SAN CLEMENTE | CA | 92672 | NONE | EOF | ASSIST FAMILIES WITH INDIVIDUALS WITH CEREBRAL PALSY ON FISHING TRIPS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $28,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,033 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,411 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,260 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $131,063 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $25,704 | ExclusionAmt |
| Related Or Exempt Function Incm | $131,063 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $156,767 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ERICKSON & ASSOCIATES CPAS- TAX PREP | CategoryTxt |
| Amt | $2,311 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | ALL ASSETS ARE LIQUID AND CAN BE USED FOR CHARITABLE PURPOSES. | ShortExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES & INVESMTNET | Desc |
| Revenue And Expenses Per Books | $8,916 | RevenueAndExpensesPerBooksAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $1,260 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INTERNAL REVENUE-990 | CategoryTxt |
| Amt | $418 | Amt |