STRATEGY STUDIO / PUBLIC DATA EXPLORER

MONIS FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
MONIS FOUNDATION (EIN 77-0524828)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-05-13
IRS object ID
201141339349100919
Schema version
2010v3.2
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)
Timestamp2011-05-13T10:27:16-07:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

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 Date2010-01-01TaxPeriodBeginDate

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 Signed2011-05-13DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameGerald Erickson CPAName
Phone5598975824Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY1014826FMVAssetsEOY
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 Expnss24096InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm24096InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm24096InterestOnSavingsAdjNetIncm
Dividends Rev And Expnss13261DividendsRevAndExpnss
Dividends Net Invst Incm13261DividendsNetInvstIncm
Dividends Adj Net Incm13261DividendsAdjNetIncm
Net Gain Sale Assets Rev And Expnss31192NetGainSaleAssetsRevAndExpnss
Gross Sales Price376412GrossSalesPrice
Capital Gain Net Incm Net Invst Incm31192CapitalGainNetIncmNetInvstIncm
Net STCG Adj Net Incm17588NetSTCGAdjNetIncm
Total Revenue And Expenses68549TotalRevenueAndExpenses
Total Net Investment Income68549TotalNetInvestmentIncome
Total Adjusted Net Income54945TotalAdjustedNetIncome
Accounting Fees Rev And Expnss1975AccountingFeesRevAndExpnss
Accounting Fees Dsbrs Chrtbl Prps1975AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss630TaxesRevAndExpnss
Taxes Net Invst Incm595TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps35TaxesDsbrsChrtblPrps
Deprec And Depletion Rev And Expnss0DeprecAndDepletionRevAndExpnss
Other Expenses Rev And Expnss2752OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm2752OtherExpensesNetInvstIncm
Tot Opr Expenses Rev And Expnss5357TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm3347TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps2010TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss22000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps22000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss27357TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm3347TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps24010TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses41192ExcessOfRevenueOverExpenses
Net Investment Income65202NetInvestmentIncome
Adjusted Net Income54945AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY182407SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY274602SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV274602SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY461752InvestmentsCorpStockBOY
Investments Corp Stock EOY388635InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV387742InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY313551InvestmentsCorpBondsBOY
Investments Corp Bonds EOY335668InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV352482InvestmentsCorpBondsEOYFMV
Other Assets BOY3OtherAssetsBOY
Total Assets BOY957713TotalAssetsBOY
Total Assets EOY998905TotalAssetsEOY
Total Assets EOYFMV1014826TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY957713UnrestrictedBOY
Unrestricted EOY998905UnrestrictedEOY
Total Net Assets BOY957713TotalNetAssetsBOY
Total Net Assets EOY998905TotalNetAssetsEOY
Total Liabilities Net Assets BOY957713TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY998905TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY957713TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses41192ExcessOfRevenueOverExpenses
Subtotal998905Subtotal
Total Net Assets Fund Balances EOY998905TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

FieldValueIRS element (for citing)
Capital Gain Net Income31192CapitalGainNetIncome
Net Short Term Capital Gain Or Loss17588NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year113925QualifyingDistributionsYear1
Qualifying Distributions Year243606QualifyingDistributionsYear2
Qualifying Distributions Year345536QualifyingDistributionsYear3
Noncharitable Assets Year3891427NoncharitableAssetsYear3
Distribution Ratio Year30.05108DistributionRatioYear3
Qualifying Distributions Year446904QualifyingDistributionsYear4
Noncharitable Assets Year4958043NoncharitableAssetsYear4
Distribution Ratio Year40.04896DistributionRatioYear4
Qualifying Distributions Year554686QualifyingDistributionsYear5
Noncharitable Assets Year51015465NoncharitableAssetsYear5
Distribution Ratio Year50.05385DistributionRatioYear5
Total Distribution Ratio0.15389TotalDistributionRatio
Average Distribution Ratio0.03078AverageDistributionRatio
One Percent Net Investment Income652OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One652AdjNonchrtblAssetsAndOnePct
Qualifying Distributions24010QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax652InvestmentIncomeExciseTax
Subtotal652Subtotal
Tax Based On Investment Income652TaxBasedOnInvestmentIncome
Form2220 AttachedXForm2220Attached
Penalty For Underpayment17PenaltyForUnderpayment
Tax Due669TaxDue
Amount Credited To Next Year0AmountCreditedToNextYear

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 Securities747101AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances228506AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets975607TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Adj Total FMV Of Unused Assets975607AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable975607CashDeemedCharitable
Net Noncharitable Assets0NetNoncharitableAssets
Minimum Investment Return0MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Tax Based On Investment Income652TaxBasedOnInvestmentIncome
Total Tax652TotalTax
Distributable Amount Before Adj652DistributableAmountBeforeAdj
Distributable Amount Before Ded652DistributableAmountBeforeDed
Distributable Amount As Adjusted0DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions24010ExpensesAndContributions
Qualifying Distributions24010QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm652OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions23358AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted0DistributableAmountAsAdjusted
Excess Distri Carryover Year230ExcessDistriCarryoverYear2
Excess Distri Carryover Year114506ExcessDistriCarryoverYear1
Total Excess Distri Carryover14536TotalExcessDistriCarryover
Qualifying Distributions24010QualifyingDistributions
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Remaining Distri From Corpus24010RemainingDistriFromCorpus
Total Corpus38546TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov To Next Year38546ExcessDistriCyovToNextYear
Excess From Year230ExcessFromYear2
Excess From Year114506ExcessFromYear1
Excess From Current Year24010ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
FRESNO RESCUE MISSION
310 G STREETFRESNOCA93716NONEASSISTANCE TO HOMELESS$2,000
HABITAT FOR HUMANITY
2219 SAN JOAQUINFRESNOCA93721NONEHOUSING FOR LOW INCOME FAMILIES$5,000
YOUNG LIFE
PO BOX 520COLORADO SPRINGSCO80901NONEYOUTH ACTIVITIESFRESNO/SAN DIEGO COUNTY$15,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year22000TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$24,096ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$13,261ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Related Or Exempt Function Income31192RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$37,357ExclusionAmount
Related Or Exempt Function Income31192RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA68549TotalPartXVIA

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 & ASSOCIATES, CPASCategory
Amount$1,975Amount
Net Investment Income0NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps1975DisbursementsCharitablePrps

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 Books2752RevenueAndExpensesPerBooks
Net Investment Income2752NetInvestmentIncome

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

CategoryCategoryAmountAmountDisbursements Charitable PrpsDisbursementsCharitablePrpsNet Investment IncomeNetInvestmentIncome
FRANCHISE TAX BOARD$1010
ATTORNEY GENERAL$2525
2009 990PF$595595