THE AFRICA PLAN FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE AFRICA PLAN FOUNDATION (EIN 45-3998232)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-14
- IRS object ID
- 202113189349100676
- Schema version
- 2020v4.1
- 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
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-14T20:03:32-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | ONE HOLLOW LN STE 212 | AddressLine1Txt |
| City | LAKE SUCCESS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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 | LESLIE KOONS-CHUKWU | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LESLIE | PersonFirstNm |
| Person Last | KOONS-CHUKWU | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $1,377,838 | 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 | $250 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $106 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $106 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $12,089 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,089 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,813 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $508,655 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,813 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $23,258 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,008 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $560 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $560 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $44 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $44 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $12,991 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $12,991 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,229 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $210 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,019 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,824 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $254 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $24,570 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $27,180 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $27,180 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $52,004 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $254 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $51,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$28,746 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,754 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $118,037 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $202,927 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $202,927 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $806,519 | CorporateStockBOYAmt |
| Corporate Stock EOY | $692,883 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,174,911 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $924,556 | TotalAssetsBOYAmt |
| Total Assets EOY | $895,810 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,377,838 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $924,556 | RetainedEarningBOYAmt |
| Retained Earning EOY | $895,810 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $924,556 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $895,810 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $924,556 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $895,810 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $924,556 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$28,746 | ExcessRevenueOverExpensesAmt |
| Subtotal | $895,810 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $895,810 | 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 | $508,655 | GrossSalesPriceAmt |
| Cost Or Other Basis | $497,842 | CostOrOtherBasisAmt |
| Gain Or Loss | $10,813 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $10,813 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,813 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $316 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $316 | SubtotalAmt |
| Tax Based On Investment Income | $316 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $310 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $325 | TotalPaymentsAndCreditsAmt |
| Overpayment | $9 | OverpaymentAmt |
| Applied To ES Tax | $9 | 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 | 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 | false | 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 | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | 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 | 4.0 | $560 | $0 | $0 |
| Leslie Koons | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 2.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $994,649 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $194,583 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,189,232 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,189,232 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,838 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,171,394 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $58,570 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $58,570 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $316 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $316 | TotalTaxAmt |
| Distributable Before Adj | $58,254 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $58,254 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $58,254 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $51,750 | 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 | $51,750 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $51,750 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $58,254 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $50,668 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Qualifying Distributions | $51,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $50,668 | AppliedToYear1Amt |
| Applied To Current Year | $1,082 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $57,172 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | 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 (7 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ASHRAFEE CHARITY ORGANIZATION FOR SOCIAL SERVICES | |||||||||||
| 177/A/3 SARAH GARDENS WATEDENIYA | VELAMBODA | CE | 20640 | N/A | NC | Expenditure Responsibility Grant | $10,000 | ||||
| BRIDGEPORT RESCUE MISSION INC | |||||||||||
| N/A | PC | General & Unrestricted | $5,000 | PO BOX 9057 | BRIDGEPORT | CT | 06601 | ||||
| CURE RARE DISEASE INC | |||||||||||
| N/A | PC | General & Unrestricted | $3,000 | 1575 TREMONT ST APT 1107 | BOSTON | MA | 02120 | ||||
| DOMUS KIDS INC | |||||||||||
| N/A | PC | General & Unrestricted | $5,000 | 83 LOCKWOOD AVE | STAMFORD | CT | 06902 | ||||
| DWIGHT HALL AT YALE | |||||||||||
| N/A | PC | Operation Chromebook | $1,180 | 67 HIGH ST | NEW HAVEN | CT | 06511 | ||||
| MARY AND ELIZA FREEMAN CENTER FOR HISTORY AND COMM | |||||||||||
| N/A | PC | Charitable Event | $2,500 | 1019 MAIN ST STE 210 | BRIDGEPORT | CT | 06604 | ||||
| WPKN INCORPORATED | |||||||||||
| N/A | PC | General & Unrestricted | $500 | 244 UNIVERSITY AVE | BRIDGEPORT | CT | 06604 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $27,180 | 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 | $106 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,089 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,813 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $23,008 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $23,008 | 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
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASHRAFEE CHARITY ORG FOR SOCIAL SERVICES | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 177/A/3 SARAH GARDENS WATEDENIYA | AddressLine1Txt |
| City | VELAMBODA | CityNm |
| Country | CE | CountryCd |
| Foreign Postal | 20640 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2020-12-23 | GrantDt |
| Grant | $10,000 | GrantAmt |
| Purpose Of Grant | To support the self employment training program | PurposeOfGrantTxt |
| Expended By Grantee | $0 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 8/4/21 | DatesOfReportsByGranteeTxt |
| Results Of Verification | none necessary | ResultsOfVerificationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (46 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AIRBNB | $6,800 | $14,680 |
| ALGONQUIN POWER & UTILITY CORP | $14 | $16 |
| ALTERYX INC | $531 | $3,045 |
| AMAZON COM | $55,839 | $133,534 |
| AMGEN INC | $10,467 | $13,795 |
| APPLE INC | $24,818 | $79,614 |
| BILL COM HOLDINGS | $2,200 | $13,650 |
| CONTEXTLOGIC INC | $4,800 | $3,648 |
| ESSENTIAL UTILITIES INC | $3,631 | $4,912 |
| FACEBOOK INC | $9,728 | $16,390 |
| FISERV INC | $22,400 | $22,772 |
| FORTERRA INC | $2,700 | $3,438 |
| GAMING AND LEISURE PROPERTIES, | $3,668 | $4,282 |
| HOME DEPOT INC | $8,105 | $13,281 |
| I3 VERTICALS, INC | $4,625 | $6,640 |
| INVESCO QQQ TRUST | $58,851 | $109,182 |
| IQIYI, INC | $3,500 | $3,496 |
| ISHARES CORE MSCI EAFE ETF | $15,231 | $16,789 |
| ISHARES CORE MSCI EMERGING MAR | $10,142 | $12,036 |
| ISHARES DJ US TECH ETF | $32,744 | $68,064 |
| ISHARES S&P 500 INDEX FD | $170,620 | $222,982 |
| JFROG | $4,400 | $6,283 |
| LESLIES INC | $5,100 | $8,325 |
| LITHIA MOTORS INC CL A | $22,000 | $29,267 |
| LOWES COMPANIES INC | $7,950 | $16,051 |
| LUCENT TECHNOLOGIES INC COM | $1,350 | $1,420 |
| MARVEL TECH INC | $3,971 | $9,508 |
| MICROSOFT CORP | $47,403 | $81,628 |
| MISSION PRODUCE | $1,200 | $1,505 |
| NCINO | $3,100 | $7,241 |
| NETSTREIT | $12,600 | $13,643 |
| OUTSET MED INC | $5,300 | $5,684 |
| PAYPAL HOLDINGS, INC | $9,443 | $35,130 |
| PINDUODUO INC | $37,500 | $53,301 |
| PURPLE INNOVATION | $1,850 | $3,294 |
| QUALCOMM INC | $5,341 | $15,234 |
| RESIDEO TECHNOLOGIESINC COM | $1,500 | $2,126 |
| RHYTHM PHARMACEUTICALS INC | $1,700 | $2,973 |
| SERVICE NOW | $13,811 | $27,522 |
| SPDR DOW JONES INDUSTRIAL AVER | $23,636 | $30,579 |
| THERMO FISHER SCIENTIFIC INC | $10,156 | $18,631 |
| UNITEDHEALTH GROUP INC | $10,680 | $17,534 |
| VERISK ANALYTICS, INC | $5,553 | $13,493 |
| VERTIV CL A | $1,525 | $1,867 |
| VITRU | $1,600 | $1,475 |
| Y MABS THERAPEUTICS INC | $2,800 | $4,951 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $10,994 | $10,994 | |
| Bank Charges | $210 | $210 | |
| State or Local Filing Fees | $25 | $25 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Tax Paid | CategoryTxt |
| Amt | $44 | Amt |
| Net Investment Income | $44 | NetInvestmentIncomeAmt |