BETA

E & M FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
E & M FOUNDATION INC (EIN 76-0509216)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-07-12
IRS object ID
202411949349100716
Schema version
2023v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-07-12T12:30:23-07:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN760189836PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SHIEH LEE & COMPANYBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line19889 BELLAIRE BLVD STE 127AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77036ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN760509216EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1E & M FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlE&MFBusinessNameControlTxt
Phone7139549507PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 19383AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP772249383ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEMILY WANGPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone7139549507PhoneNum
Signature2024-05-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstEMILYPersonFirstNm
Person LastWANGPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonVERA LEEPreparerPersonNm
PTINP00037152PTIN
Phone7139549507PhoneNum
Preparation2024-07-12PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,207,045FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$35,087ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$4,498InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4,498InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$4,498InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$40,270DividendsRevAndExpnssAmt
Dividends Net Invst Incm$40,270DividendsNetInvstIncmAmt
Dividends Adj Net Incm$40,270DividendsAdjNetIncmAmt
Cap Gain Net Incm Net Invst Incm$105,525CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$79,855TotalRevAndExpnssAmt
Total Net Invst Incm$150,293TotalNetInvstIncmAmt
Total Adj Net Incm$44,768TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$1,625AccountingFeesRevAndExpnssAmt
Accounting Fees Adj Net Incm$1,625AccountingFeesAdjNetIncmAmt
Other Prof Fees Rev And Expnss$0OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$0TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$21OtherExpensesRevAndExpnssAmt
Other Expenses Adj Net Incm$21OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$1,646TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$1,646TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$208,951ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$208,951ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$210,597TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$1,646TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$208,951TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$130,742ExcessRevenueOverExpensesAmt
Net Investment Income$150,293NetInvestmentIncomeAmt
Adjusted Net Income$43,122AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$255,099CashBOYAmt
Cash EOY$234,640CashEOYAmt
Cash EOYFMV$234,640CashEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Corporate Stock BOY$412,705CorporateStockBOYAmt
Corporate Stock EOY$407,947CorporateStockEOYAmt
Corporate Stock EOYFMV$1,972,405CorporateStockEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$667,804TotalAssetsBOYAmt
Total Assets EOY$642,587TotalAssetsEOYAmt
Total Assets EOYFMV$2,207,045TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Additional Paid In Capital BOY$667,804AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$642,587AdditionalPaidInCapitalEOYAmt
Tot Net Ast Or Fund Balances BOY$667,804TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$642,587TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$667,804TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$642,587TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$667,804TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$130,742ExcessRevenueOverExpensesAmt
Other Increases$105,525OtherIncreasesAmt
Subtotal$642,587SubtotalAmt
Tot Net Ast Or Fund Balances EOY$642,587TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyEAST WEST BANCORP STOCKS 2000 SHARESPropertyDesc
How AcquiredDHowAcquiredCd
Acquired2000-01-01AcquiredDt
Sold2023-01-23SoldDt
Gross Sales Price$145,371GrossSalesPriceAmt
Depreciation$0DepreciationAmt
Cost Or Other Basis$39,846CostOrOtherBasisAmt
Gain Or Loss$105,525GainOrLossAmt
FMV As Of123169$0FMVAsOf123169Amt
Adjusted Basis As Of123169$0AdjustedBasisAsOf123169Amt
Excess FMV Over Adjusted Bss$0ExcessFMVOverAdjustedBssAmt
Gains Minus Excess Or Losses$105,525GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$105,525CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,089InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,089SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,089TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,431EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$4,431TotalPaymentsAndCreditsAmt
Original Return Overpayment-$4,431OriginalReturnOverpaymentAmt
Overpayment$2,342OverpaymentAmt
Applied To ES Tax$2,342AppliedToESTaxAmt

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
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksEMILY WANGIndividualWithBooksNm
Phone7139549507PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 772866AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77215ZIPCd
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
Relying Current Ntc Dsstr Asst1Yes (X)RelyingCurrentNtcDsstrAsst1Ind
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
EMILY WANG
PO BOX 772866HOUSTONTX77215DIRECTOR3.00$0$0$0
MING WANG
PO BOX 772866HOUSTONTX77215DIRECTOR3.00$0$0$0
GRACE SHIEH
9889 BELLAIRE 127HOUSTOTX77036DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
Description2NONEDescription2Txt
Expenses2$0Expenses2Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,147,469AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$290,208AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,437,677TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,437,677AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$21,565CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,416,112NetVlNoncharitableAssetsAmt
Minimum Investment Return$70,806MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$70,806MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,089TaxBasedOnInvestmentIncomeAmt
Total Tax$2,089TotalTaxAmt
Distributable Before Adj$68,717DistributableBeforeAdjAmt
Distributable Before Ded$68,717DistributableBeforeDedAmt
Distributable As Adjusted$68,717DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$208,951ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$208,951QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$68,717DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$62,159ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$65,500ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$51,000ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$175,500ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$211,561ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$565,720TotalExcessDistributionCyovAmt
Qualifying Distributions$208,951QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$208,951RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$68,717ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$68,717ExcessDistributionCyovAppCYAmt
Total Corpus$705,954TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$705,954ExcessDistriCyovToNextYrAmt
Excess From Year4$58,942ExcessFromYear4Amt
Excess From Year3$51,000ExcessFromYear3Amt
Excess From Year2$175,500ExcessFromYear2Amt
Excess From Year1$211,561ExcessFromYear1Amt
Excess From Current Year$208,951ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
University of St Thomas
3800 Montrose BlvdHOUSTONTX77006EXEMPT ORGDONATION$20,258
TRINITY UNIVERSITY
One Trinity PlaceSAN ANTONIOTX78212EXEMPT ORGDONATION$30,000
Texas Health and Science University
4005 Menchaca RoadAUSTINTX78704EXEMPT ORGDONATION$14,693
American Leadership Forum
3101 Richmond Ave Suite 140HoustonTX77098EXEMPT ORGDONATION$2,000
Taiwanese Chorus of Greater Houston
5885 Point West Dr Suite 101HOUSTONTX77036EXEMPT ORGDONATION$2,000
Utah State Univ
4800 Old Main HillLOGANUT84322EXEMPT ORGDONATION$100,000
(no name)
$0
Georgetown University
600 New Jersey NW 5000WASHINGTON DCDC20001EXEMPT ORGDONATION$20,000
TBAA ROC Grassroots Diplomacy Inc
1010 Moffett CirclePALO ALTOCA94303EXEMPT ORGDONATION$10,000
Xavier University
1 Drexel Dr Box 66NEW ORLEANSLA70125EXEMPT ORGDONATION$5,000
IBPS Chung Mei Temple
12550 Jebbia LaneSTAFFORDTX77477EXEMPT ORGDONATION$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$208,951TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$4,498RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$40,270RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$105,525RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$150,293RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$150,293TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3CASH USED FOR DONATION
4CASH USED FOR DONATION

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1METRO INVESTMENT GROUP INCBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 772866AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77215ZIPCd
FieldValueIRS element (for citing)
Total Contributions$35,087TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property10000 shares of East West Bancorp Inc. Stocks Cost basis $35,087NoncashPropertyDesc
Fair Market Value$725,500FairMarketValueAmt
Received2023-12-27ReceivedDt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp (2 entries)

DescDescAmtAmt
NONE$0
NONE$0

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
East West Bank 16819 shares at 12/31/2023$335,082$1,210,127
SPDR S&P500 ETF TRUST 90 SHARES$37,778$42,778
East West Bank 10000 shares at 12/31/2023(basis$35087)$35,087$719,500

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK CHARGEDesc
Revenue And Expenses Per Books$21RevenueAndExpensesPerBooksAmt
Adjusted Net Income$21AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCAPITAL GAINDesc
Amt$105,525Amt

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