STRATEGY STUDIO / PUBLIC DATA EXPLORER

MONIS FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
MONIS FOUNDATION (EIN 77-0524828)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-05-10
IRS object ID
201341309349100839
Schema version
2012v2.0
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)
Timestamp2013-05-10T10:20:56-07:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1ERICKSON & ASSOCIATES CPASBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11536 SMITH STAddressLine1
CityKINGSBURGCity
StateCAState
ZIP Code936311829ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN770524828EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1MONIS FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlMONINameControl
Phone5598349326Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1207 N JONNAAddressLine1
CityFOWLERCity
StateCAState
ZIP Code93625ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameANTONIO MONIS JRName
TitleVice PresidentTitle
Date Signed2013-05-10DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameGerald Erickson CPAName
PTINP00224809PTIN
Phone5598975824Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY1088134FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss18127InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm18127InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm18127InterestOnSavingsAdjNetIncm
Dividends Rev And Expnss16801DividendsRevAndExpnss
Dividends Net Invst Incm16801DividendsNetInvstIncm
Dividends Adj Net Incm16801DividendsAdjNetIncm
Net Gain Sale Assets Rev And Expnss23645NetGainSaleAssetsRevAndExpnss
Gross Sales Price280457GrossSalesPrice
Capital Gain Net Incm Net Invst Incm23645CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses58573TotalRevenueAndExpenses
Total Net Investment Income58573TotalNetInvestmentIncome
Total Adjusted Net Income34928TotalAdjustedNetIncome
Accounting Fees Rev And Expnss1806AccountingFeesRevAndExpnss
Accounting Fees Dsbrs Chrtbl Prps1806AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss412TaxesRevAndExpnss
Taxes Net Invst Incm377TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps35TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss2373OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm2373OtherExpensesNetInvstIncm
Tot Opr Expenses Rev And Expnss4591TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm2750TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps1841TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss26500ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps26500ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss31091TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm2750TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps28341TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses27482ExcessOfRevenueOverExpenses
Net Investment Income55823NetInvestmentIncome
Adjusted Net Income34928AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY284536SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY369466SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV369466SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY403845InvestmentsCorpStockBOY
Investments Corp Stock EOY476700InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV499356InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY325767InvestmentsCorpBondsBOY
Investments Corp Bonds EOY195465InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV219312InvestmentsCorpBondsEOYFMV
Total Assets BOY1014148TotalAssetsBOY
Total Assets EOY1041631TotalAssetsEOY
Total Assets EOYFMV1088134TotalAssetsEOYFMV
Other Liabilities EOY1OtherLiabilitiesEOY
Total Liabilities EOY1TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY1014148UnrestrictedBOY
Unrestricted EOY1041630UnrestrictedEOY
Total Net Assets BOY1014148TotalNetAssetsBOY
Total Net Assets EOY1041630TotalNetAssetsEOY
Total Liabilities Net Assets BOY1014148TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY1041631TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY1014148TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses27482ExcessOfRevenueOverExpenses
Subtotal1041630Subtotal
Total Net Assets Fund Balances EOY1041630TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

FieldValueIRS element (for citing)
Capital Gain Net Income23645CapitalGainNetIncome
Net Short Term Capital Gain Or Loss-26NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year122064QualifyingDistributionsYear1
Qualifying Distributions Year223358QualifyingDistributionsYear2
Qualifying Distributions Year313925QualifyingDistributionsYear3
Qualifying Distributions Year443606QualifyingDistributionsYear4
Qualifying Distributions Year545536QualifyingDistributionsYear5
One Percent Net Investment Income558OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One558AdjNonchrtblAssetsAndOnePct
Qualifying Distributions28341QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax558InvestmentIncomeExciseTax
Subtotal558Subtotal
Tax Based On Investment Income558TaxBasedOnInvestmentIncome
Form2220 AttachedXForm2220Attached
Penalty For Underpayment8PenaltyForUnderpayment
Tax Due566TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Form990 T FiledfalseForm990TFiled
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithCAStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1ANTONIO MONIS JRBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number5598349326BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1207 N JONNAAddressLine1
CityFOWLERCity
StateCAState
ZIP Code93625ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Acts Fail To Qualify As ExceptionsfalseActsFailToQualifyAsExceptions
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Undistr Income4942a2 Not AppliedfalseUndistrIncome4942a2NotApplied
Business HoldingsfalseBusinessHoldings
Excess Business HoldingsfalseExcessBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Tr Fail To Qualify As ExceptionsfalseTrFailToQualifyAsExceptions
Maint Expend ResponsibilityfalseMaintExpendResponsibility
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn
Proceeds Or Net IncomefalseProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensation
VIVIAN MONIS
207 N JONNAFOWLERCA93625V P/Dir0.000
ANTONIO MONIS JR
207 N JONNAFOWLERCA93625V P/Dir0.000
STEVE MONIS
207 N JONNAFOWLERCA93625Sec/Dir0.000
SHARON TAYLOR
207 N JONNAFOWLERCA93625Pres/Dir0.000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances0AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets0TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Adj Total FMV Of Unused Assets0AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable0CashDeemedCharitable
Net Noncharitable Assets0NetNoncharitableAssets
Minimum Investment Return0MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Tax Based On Investment Income558TaxBasedOnInvestmentIncome
Total Tax558TotalTax
Distributable Amount Before Adj558DistributableAmountBeforeAdj
Distributable Amount Before Ded558DistributableAmountBeforeDed
Distributable Amount As Adjusted0DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions28341ExpensesAndContributions
Qualifying Distributions28341QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm558OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions27783AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted0DistributableAmountAsAdjusted
Excess Distri Carryover Year430ExcessDistriCarryoverYear4
Excess Distri Carryover Year314506ExcessDistriCarryoverYear3
Excess Distri Carryover Year224010ExcessDistriCarryoverYear2
Excess Distri Carryover Year122441ExcessDistriCarryoverYear1
Total Excess Distri Carryover60987TotalExcessDistriCarryover
Qualifying Distributions28341QualifyingDistributions
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Remaining Distri From Corpus28341RemainingDistriFromCorpus
Total Corpus89328TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov To Next Year89328ExcessDistriCyovToNextYear
Excess From Year430ExcessFromYear4
Excess From Year314506ExcessFromYear3
Excess From Year224010ExcessFromYear2
Excess From Year122441ExcessFromYear1
Excess From Current Year28341ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
ST MARYS SCHOOL
7 PURSUITALISO VIEJOCA92656NONEGOODAID IN NEEDS FOR SCHOOL AND ITS STUDENTS$11,000
FRESNO RESCUE MISSION
310 G STREETFRESNOCA93716NONEGOODASSISTANCE TO HOMELESS$500
HABITAT FOR HUMANITY
2219 SAN JOAQUINFRESNOCA93721NONEGOODHOUSING FOR LOW INCOME FAMILIES$3,000
YOUNG LIFE
PO BOX 520COLORADO SPRINGSCO80901NONEGOODYOUTH ACTIVITIESFRESNO/SAN DIEGO COUNTY$12,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year26500TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$18,127ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$16,801ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Related Or Exempt Function Income23645RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$34,928ExclusionAmount
Related Or Exempt Function Income23645RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA58573TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryERICKSON & ASSOCIATESCategory
Amount$1,806Amount
Net Investment Income0NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps1806DisbursementsCharitablePrps

Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt

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

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionINVESTMENT EXPENSEDescription
Revenue And Expenses Per Books2373RevenueAndExpensesPerBooks
Net Investment Income2373NetInvestmentIncome

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionRoundingDescription
EOY Book Value1EOYBookValue

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

CategoryCategoryAmountAmountDisbursements Charitable PrpsDisbursementsCharitablePrpsNet Investment IncomeNetInvestmentIncome
FRANCHISE TAX BOARD$1010
ATTORNEY GENERAL$2525
2011 990pf$377377