STRATEGY STUDIO / PUBLIC DATA EXPLORER

MONIS FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
MONIS FOUNDATION (EIN 77-0524828)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-14
IRS object ID
201531349349101573
Schema version
2014v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-05-14T09:58:18-07:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ERICKSON & ASSOCIATES CPASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11536 SMITH STAddressLine1Txt
CityKINGSBURGCityNm
State AbbreviationCAStateAbbreviationCd
ZIP936311829ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770524828EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MONIS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMONIBusinessNameControlTxt
Phone5598349326PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1207 N JONNAAddressLine1Txt
CityFOWLERCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93625ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANTONIO MONIS JRPersonNm
Person TitleVice PresidentPersonTitleTxt
Signature2015-05-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGerald Erickson CPAPreparerPersonNm
PTINP00224809PTIN
Phone5598975824PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,217,415FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$12,022InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$12,022InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$12,022InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$20,824DividendsRevAndExpnssAmt
Dividends Net Invst Incm$20,824DividendsNetInvstIncmAmt
Dividends Adj Net Incm$20,824DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$1,103NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$339,840GrossSalesPriceAmt
Total Rev And Expnss$31,743TotalRevAndExpnssAmt
Total Net Invst Incm$32,846TotalNetInvstIncmAmt
Total Adj Net Incm$32,846TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,842AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$50TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$452OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$2,344TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$28,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$28,200ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$30,544TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$28,200TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,199ExcessRevenueOverExpensesAmt
Net Investment Income$32,846NetInvestmentIncomeAmt
Adjusted Net Income$32,846AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$434,313SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$463,173SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$463,173SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$482,930CorporateStockBOYAmt
Corporate Stock EOY$494,991CorporateStockEOYAmt
Corporate Stock EOYFMV$649,312CorporateStockEOYFMVAmt
Corporate Bonds BOY$141,141CorporateBondsBOYAmt
Corporate Bonds EOY$101,419CorporateBondsEOYAmt
Corporate Bonds EOYFMV$104,930CorporateBondsEOYFMVAmt
Total Assets BOY$1,058,384TotalAssetsBOYAmt
Total Assets EOY$1,059,583TotalAssetsEOYAmt
Total Assets EOYFMV$1,217,415TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,058,384UnrestrictedBOYAmt
Unrestricted EOY$1,059,583UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,058,384TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,059,583TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,058,384TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,059,583TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,058,384TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,199ExcessRevenueOverExpensesAmt
Subtotal$1,059,583SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,059,583TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income-$1,103CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$1,160NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$13,570AdjustedQlfyDistriYr1Amt
Adjusted Qlfy Distri Yr2$27,783AdjustedQlfyDistriYr2Amt
Adjusted Qlfy Distri Yr3$22,064AdjustedQlfyDistriYr3Amt
Adjusted Qlfy Distri Yr4$23,358AdjustedQlfyDistriYr4Amt
Adjusted Qlfy Distri Yr5$13,925AdjustedQlfyDistriYr5Amt
Net Investment Income Pct$328NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$328AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$28,200QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$328InvestmentIncomeExciseTaxAmt
Subtotal$328SubtotalAmt
Tax Based On Investment Income$328TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$248EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$248TotalPaymentsAndCreditsAmt
Tax Due$80TaxDueAmt

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
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
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 Line1ANTONIO MONIS JRBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5598349326PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1207 N JONNAAddressLine1Txt
CityFOWLERCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93625ZIPCd
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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
SHARON TAYLOR
207 N JONNAFOWLERCA93625Pres/Dir0.00$0
STEVE MONIS
207 N JONNAFOWLERCA93625Sec/Dir0.00$0
ANTONIO MONIS JR
207 N JONNAFOWLERCA93625V P/Dir0.00$0
VIVIAN MONIS
207 N JONNAFOWLERCA93625V P/Dir0.00$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$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$328TaxBasedOnInvestmentIncomeAmt
Total Tax$328TotalTaxAmt
Distributable Before Adj$328DistributableBeforeAdjAmt
Distributable Before Ded$328DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$28,200ExpensesAndContributionsAmt
Qualifying Distributions$28,200QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$328PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$27,872AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$14,506ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$24,010ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$22,441ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$28,341ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$13,882ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$103,180TotalExcessDistributionCyovAmt
Qualifying Distributions$28,200QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$28,200RemainingDistriFromCorpusAmt
Total Corpus$131,380TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$14,506ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$116,874ExcessDistriCyovToNextYrAmt
Excess From Year4$24,010ExcessFromYear4Amt
Excess From Year3$22,441ExcessFromYear3Amt
Excess From Year2$28,341ExcessFromYear2Amt
Excess From Year1$13,882ExcessFromYear1Amt
Excess From Current Year$28,200ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
YOUNG LIFE
PO BOX 520COLORADO SPRINGSCO80901NONEGOODYOUTH ACTIVITIESFRESNO/SAN DIEGO COUNTY$7,500
FRESNO RESCUE MISSION
310 G STREETFRESNOCA93716NONEGOODASSISTANCE TO HOMELESS$3,000
ST MARYS SCHOOL
7 PURSUITALISO VIEJOCA92656NONEGOODAID IN NEEDS FOR SCHOOL AND ITS STUDENTS$10,000
JACKIE STOCKSPILL
111 SHAW AVEFRESNOCA93727NONEIHELP DURING HARDSHIP$700
THE WELL COMMUNITY CHRUCH
284 W SHAW AVECLOVISCA93612NONEEOFCHRUCH$500
CASA DE ANNA
27231 CASLLE ARROYOSAN JUAN CAPISTRANOCA92675NONEEOFCOMMUNITY SERVICE$1,000
FELLOWSHIP OF CHRISTIAN ATHLETES
8701 LEEDS ROADKANSASA CITYMO64129NONEEOFCHRISTIAN SPORT MINISTRY$5,000
NEXT STAGE U
PO BOX 839POWAYCA92074NONEPOFPROVIDE PROGRAMS & RESOURCES FOR ADULT WITH SPECIAL NEED$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$28,200TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12,022ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$20,824ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$1,103RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$32,846ExclusionAmt
Related Or Exempt Function Incm-$1,103RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$31,743TotalIncomeProducingActyAmt

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)
CategoryERICKSON & ASSOCIATESCategoryTxt
Amt$1,842Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt

FieldValueIRS element (for citing)
Short ExplanationALL ASSETS ARE LIQUID AND CAN BE USED FOR CHARITABLE PURPOSES.ShortExplanationTxt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT EXPENSEDesc
Revenue And Expenses Per Books$452RevenueAndExpensesPerBooksAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFRANCHISE TAX BOARDCategoryTxt
Amt$50Amt