Civic Intelligence

Joel Fan Foundation C/O Stacy Sand CPA Pa

990PF • Fiscal year 2021 • EIN 30-0021188

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

Organization Profile
6538 Collins Ave Ste 429Miami Beach, FL 33141-9615

(305) 861-6653

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

51st percentile

9.0%

Higher net margin than 51% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

44th percentile

0.8%

Faster asset growth than 44% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

94th percentile

311%

Faster revenue growth than 94% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$95,900

Up $719 (+0.8%) from 2020

Net Assets

Up

$95,900

Up $719 (+0.8%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin51st percentile

Revenue

Up

$7,969

Up $6,028 (+311%) from 2020

Expenses

Up

$7,250

Up $5,250 (+263%) from 2020

Net Income

Up

$719

Up $778 (+1319%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2010: $126,919Liabilities 2010: $0Net Assets 2010: $126,9192010Assets 2011: $124,248Liabilities 2011: $0Net Assets 2011: $124,2482011Assets 2012: $126,890Liabilities 2012: $0Net Assets 2012: $126,8902012Assets 2013: $130,137Liabilities 2013: $0Net Assets 2013: $130,1372013Assets 2014: $132,047Liabilities 2014: $0Net Assets 2014: $132,0472014Assets 2015: $134,671Liabilities 2015: $0Net Assets 2015: $134,6712015Assets 2017: $96,092Liabilities 2017: $0Net Assets 2017: $96,0922017Assets 2018: $97,653Liabilities 2018: $0Net Assets 2018: $97,6532018Assets 2019: $95,240Liabilities 2019: $0Net Assets 2019: $95,2402019Assets 2020: $95,181Liabilities 2020: $0Net Assets 2020: $95,1812020Assets 2021: $95,900Liabilities 2021: $0Net Assets 2021: $95,9002021Assets 2022: $98,150Liabilities 2022: $0Net Assets 2022: $98,1502022Assets 2024: $98,496Liabilities 2024: $0Net Assets 2024: $98,4962024

Highlighted filing

2021

Assets$95,900
Liabilities$0
Net Assets$95,900
Open 2021 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KExpenses 2010: $1502010Expenses 2011: $5,1502011Expenses 2012: $3,9502012Revenue 2013: $53,587Expenses 2013: $50,340Net Income 2013: $3,2472013Revenue 2014: $13,613Expenses 2014: $11,703Net Income 2014: $1,9102014Revenue 2015: $9,257Expenses 2015: $6,633Net Income 2015: $2,6242015Revenue 2017: -$1,512Expenses 2017: $34,440Net Income 2017: -$35,9522017Revenue 2018: $10,960Expenses 2018: $9,399Net Income 2018: $1,5612018Revenue 2019: $2,620Expenses 2019: $5,033Net Income 2019: -$2,4132019Revenue 2020: $1,941Expenses 2020: $2,000Net Income 2020: -$592020Revenue 2021: $7,969Expenses 2021: $7,250Net Income 2021: $7192021Revenue 2022: $3,500Expenses 2022: $1,250Net Income 2022: $2,2502022Revenue 2024: $4,506Expenses 2024: $2,926Net Income 2024: $1,5802024

Highlighted filing

2021

Revenue$7,969
Expenses$7,250
Net Income$719
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOEL FANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Joel Fan Foundation
EIN
30-0021188
Phone
3058616653
Address
6538 COLLINS AVE STE 429, MIAMI BEACH, FL 33141-9615

Signing Officer

Name
Joel Fan
Title
Trustee
Signed
2022-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Stacy Sand CPA Pa
Address
6538 COLLINS AVE STE 429, MIAMI BEACH, FL 33141
Preparer
Stacy Sand CPA
Phone
3058616653
Raw XML Appendix218 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt01650
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0INDIRECT ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01650
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt065765
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0188058
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MERRILL LYNCH - VARIOUS
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt02719
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02719
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02719
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01650
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01650
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt02719
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt05250
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt05250
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt05250
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt02719
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt02719
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt02719
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0719
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0769
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0300
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0350
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt02719
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt05250
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01950
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt07250
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02719
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt07969
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01950
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02000
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0719
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt095900
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt095181
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt095900
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt09925
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt09925
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt09925
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt09936
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt011
IRS990PF/DistributableAmountGrp/TotalTaxAmt011
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt011
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt011
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt011
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt011
IRS990PF/FMVAssetsEOYAmt0218193
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt053278
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt027772
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt027772
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt039540
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt065765
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0188058
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt02363
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt02363
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt02363
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt02363
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt095181
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt095900
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt095181
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt095900
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0218193
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt095181
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt095900
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt095181
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt095900
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0201752
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt035267
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0166485
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03026
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt09936
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0198726
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0201752
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOEL FAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt06538 COLLINS AVE STE 429
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MIAMI BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0331419615
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt05250
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt05250
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JOEL FAN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt06538 COLLINS AVE STE 429
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MIAMI BEACH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0331419615
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum03058616653
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JOEL FAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ART SCHOLORSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ICWF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt07509 AVALON DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PLANO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd075025
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05250
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05250
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09925
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt04675
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01741
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt018098
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt04675
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt015164
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01741
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt013423
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05250
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt015164
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt019839
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ANN BOX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt03109 FREEDOM LANE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PLANO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd075025
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05250
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0300
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1300
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/BalanceDueAmt02363
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/Organization501c3Name/BusinessNameLine1Txt0LOAN RECEIVABLE
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOEL FAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOEL FAN FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O STACY SAND CPA PA
ReturnHeader/Filer/BusinessNameControlTxt0JOEL
ReturnHeader/Filer/EIN0300021188
ReturnHeader/Filer/PhoneNum03058616653
ReturnHeader/Filer/USAddress/AddressLine1Txt06538 COLLINS AVE STE 429
ReturnHeader/Filer/USAddress/CityNm0MIAMI BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0331419615
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650388347
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STACY SAND CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06538 COLLINS AVE STE 429
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIAMI BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033141
ReturnHeader/PreparerPersonGrp/PhoneNum03058616653
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STACY SAND CPA
ReturnHeader/ReturnTs02022-11-15T12:45:58-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FAN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$95,900
Liabilities
$0
Net assets
$95,900
Revenue
$7,969
Expenses
$7,250
Net income
$719
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.05$0.03$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.04$0.01$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.08$0.07$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.95$0.00$0.95$0.02$0.02$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.03$0.05$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.11$0.09$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.00$0.96$0.02$0.34$0.36
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.35$0.00$1.35$0.09$0.07$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.14$0.12$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.54$0.50$0.03
2012Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.04
2011Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.05
2010Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.00