CHU FAMILY FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
CHU FAMILY FOUNDATION INC (EIN 32-0338339)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-09-24
IRS object ID
202442689349100019
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)
Return2024-09-24T12:28:17-07:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN581858240PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TURNER AND PATAT PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11165-A CEDAR SHOALS DRAddressLine1Txt
CityATHENSCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30605ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN320338339EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CHU FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCHUFBusinessNameControlTxt
Phone7707255382PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13116 SPROULL WAYAddressLine1Txt
CityDULUTHCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30097ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEE H CHUPersonNm
Person TitlePresidentPersonTitleTxt
Signature2024-09-24SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJohn E Patat JrPreparerPersonNm
PTINP00038819PTIN
Phone7063541212PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,869,954FMVAssetsEOYAmt
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$21,172InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$21,172InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$21,172InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$71,258DividendsRevAndExpnssAmt
Dividends Net Invst Incm$71,258DividendsNetInvstIncmAmt
Dividends Adj Net Incm$71,258DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$190,534NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,948,825GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$190,534CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$282,964TotalRevAndExpnssAmt
Total Net Invst Incm$282,964TotalNetInvstIncmAmt
Total Adj Net Incm$92,430TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,985AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,985AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,169TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,169TaxesNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$21,906TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$21,906TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$1,000PrintingAndPubRevAndExpnssAmt
Printing And Pub Dsbrs Chrtbl$1,000PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$70,085OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$68,191OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,894OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$96,145TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$69,360TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$26,785TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$549,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$549,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$645,645TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$69,360TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$576,285TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$362,681ExcessRevenueOverExpensesAmt
Net Investment Income$213,604NetInvestmentIncomeAmt
Adjusted Net Income$92,430AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$391,825CashBOYAmt
Cash EOY$678,247CashEOYAmt
Cash EOYFMV$678,247CashEOYFMVAmt
Corporate Stock BOY$5,991,257CorporateStockBOYAmt
Corporate Stock EOY$7,191,707CorporateStockEOYAmt
Corporate Stock EOYFMV$7,191,707CorporateStockEOYFMVAmt
Total Assets BOY$6,383,082TotalAssetsBOYAmt
Total Assets EOY$7,869,954TotalAssetsEOYAmt
Total Assets EOYFMV$7,869,954TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$6,383,082NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$7,869,954NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$6,383,082TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,869,954TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,383,082TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,869,954TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,383,082TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$362,681ExcessRevenueOverExpensesAmt
Other Increases$1,849,553OtherIncreasesAmt
Subtotal$7,869,954SubtotalAmt
Tot Net Ast Or Fund Balances EOY$7,869,954TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
LONG TERM - SEE ATTACHEDP2001-01-012023-12-31$39,597$40,613-$1,016-$1,016
SHORT TERM - SEE ATTACHEDP2023-01-012023-12-31$141,150$152,959-$11,809-$11,809
LONG TERM - SEE ATTACHEDP2001-01-012023-12-31$420,039$289,131$130,908$130,908
58.00 SHS STARBUCKS CORP WASHINGTONP2012-05-022023-09-22$5,542$1,677$3,865$3,865
SHORT TERM - SEE ATTACHEDP2023-01-012023-12-31$130,494$131,137-$643-$643
LONG TERM - SEE ATTACHEDP2001-01-012023-12-31$184,020$128,106$55,914$55,914
SHORT TERM - SEE ATTACHEDP2023-01-012023-12-31$3,205,867$3,192,552$13,315$13,315
SHORT TERM - SEE ATTACHEDP2023-01-012023-12-31$3,743$3,727$16$16
LONG TERM - SEE ATTACHEDP2001-01-012023-12-31$98,334$99,741-$1,407-$1,407
SHORT TERM - SEE ATTACHEDP2023-01-012023-12-31$58,312$72,538-$14,226-$14,226
LONG TERM - SEE ATTACHEDP2001-01-012023-12-31$142,754$115,093$27,661$27,661
SHORT TERM - SEE ATTACHEDP2023-01-012023-12-31$1,518,973$1,531,017-$12,044-$12,044
FieldValueIRS element (for citing)
Capital Gain Net Income$190,534CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$25,391NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,969InvestmentIncomeExciseTaxAmt
Subtotal$2,969SubtotalAmt
Tax Based On Investment Income$2,969TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,600EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$3,600TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$631OverpaymentAmt
Applied To ES Tax$631AppliedToESTaxAmt

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 SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
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 Line1Jee ChuBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7063541212PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1662 GARDEN CIRCLEAddressLine1Txt
CitySTATHAMCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30666ZIPCd
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
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JEE H CHU
3116 SPROULL WAYDULUTHGA30097President0.00$0
CHUNG K CHU
3116 SPROULL WAYDULUTHGA30097Secretary0.00$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$6,360,212AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$333,516AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,693,728TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$6,693,728AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$100,406CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,593,322NetVlNoncharitableAssetsAmt
Minimum Investment Return$329,666MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$329,666MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,969TaxBasedOnInvestmentIncomeAmt
Total Tax$2,969TotalTaxAmt
Distributable Before Adj$326,697DistributableBeforeAdjAmt
Distributable Before Ded$326,697DistributableBeforeDedAmt
Distributable As Adjusted$326,697DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$576,285ExpensesAndContributionsAmt
Qualifying Distributions$576,285QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$326,697DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$26,045ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$94,643ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$58,171ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$33,503ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$149,671ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$362,033TotalExcessDistributionCyovAmt
Qualifying Distributions$576,285QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$326,697AppliedToCurrentYearAmt
Remaining Distri From Corpus$249,588RemainingDistriFromCorpusAmt
Total Corpus$611,621TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$26,045ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$585,576ExcessDistriCyovToNextYrAmt
Excess From Year4$94,643ExcessFromYear4Amt
Excess From Year3$58,171ExcessFromYear3Amt
Excess From Year2$33,503ExcessFromYear2Amt
Excess From Year1$149,671ExcessFromYear1Amt
Excess From Current Year$249,588ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
THE KOREAN AMERICAN SCHOOL OF ATLAN
3460 SUMMIT RIDGE PARKWAY STE 603DULUTHGA30096PCTO PROVIDE SCHOLARSHIPS$10,000
INTERNATIONAL SOCIETY FOR ANTIVIRAL
7340 EXECUTIVE WAY SUITE RFREDERICKMD21704PCTO PROVIDE SCHOLARSHIPS$10,000
USO
2111 WILSON BLVD STE 1200ARLINGTONVA22201PCTO PROVIDE SCHOLARSHIPS$10,000
KOREAN AMERICAN CULTURAL FOUNDATION
3268 SMITHTOWN RDSUWANEEGA30024PCTO PROVIDE SCHOLARSHIPS$5,000
CHILDREN'S NATIONAL HOSPITAL FOUNDA
1 INVENTA PLACE 6TH FLOOR WESTSILVER SPRINGMD20910PCTO PROVIDE SCHOLARSHIPS$100,000
DAYBREAK UNIVERSITY
321 S STATE COLLEGE BLVDANAHEIMCA92806PCTO PROVIDE SCHOLARSHIPS$50,000
THE KOREAN AMERICAN SCHOLARSHIP FDN
PO BOX 67DULUTHGA30097PCTO PROVIDE SCHOLARSHIPS$26,000
HEALTH ONE MEDICAL ASSOCATION INC
10710 MEDLOCK BRIDGE RD STE 150JOHNS CREEKGA30097PCTO PROVIDE SCHOLARSHIPS$5,000
MISSION AGAPE
PO BOX 653DULUTHGA30096PCTO PROVIDE SUPPORT$1,000
DUKE UNIVERSITY
PO BOX 90581DURHAMNC27708PCTO PROVIDE SCHOLARSHIPS$100,000
WALDEN SCHOOL
74 SOUTH SAN GABRIEL BLVDPASADENACA91107PCTO PROVIDE SCHOLARSHIPS$5,000
AMERICAN KOREA UNITED SOCIETY
440 SYLVAN AVE STE 250ENGLEWOOD CLIFFSNJ07632PCTO PROVIDE SUPPORT$10,000
NAHNUM PRESBYTERAN CHURCH
285 DACULA ROADDACULAGA30019PCTO PROVIDE SUPPORT$3,500
NEW ATLANTA PHILHARMONIC
1550 SAINT JULIAN STSUWANEEGA30024PCTO PROVIDE SUPPORT$5,000
GEORGIA VETERANS DAY ASSOCIATION IN
2774 N COBB PKWY STE 109-196KENNESAWGA30152PCTO PROVIDE SUPPORT$5,000
ASIAN AMERICAN PACIFIC FOUNDATION
PO BOX 21749WASHINGTONDC20009PCTO PROVIDE SUPPORT$2,000
KOREAN AMERICAN ASSOCIATION OF GR A
5900 BROOK HOLLOW PKWYNORCROSSGA30071PCTO PROVIDE SUPPORT$202,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$549,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$21,172RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$71,258RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$190,534RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$282,964RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$282,964TotalIncomeProducingActyAmt

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)
CategoryAccounting FeesCategoryTxt
Amt$1,985Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,985DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
INSURANCE$1,060$1,060
INVESTMENT FEES$61,998$61,998
OFFICE EXPENSE$384$384
OTHER INVESTMENT EXPENSES$6,193$6,193
SUPPLIES$450$450

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryForeign taxes paid on investment incomeCategoryTxt
Amt$1,169Amt
Net Investment Income$1,169NetInvestmentIncomeAmt

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