CM CHEN FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CM CHEN FOUNDATION INC (EIN 01-0675481)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-29
- IRS object ID
- 202403039349101810
- 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
- Form 990-PF
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-29T11:01:56-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 822843013 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHILIP L CHAN ACCOUNTANCY CORPORATION | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 S Lake Ave Ste 301 | AddressLine1Txt |
| City | Pasadena | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010675481 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CM CHEN FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | CO PHILIP L CHAN CPA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CMCH | BusinessNameControlTxt |
| Phone | 6262299922 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 S LAKE AVE STE 301 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91106 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHIH-MING CHEN | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2024-10-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Philip L Chan | PreparerPersonNm |
| PTIN | P00142961 | PTIN |
| Phone | 6262299922 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,422,728 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $236 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $236 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $236 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $173,255 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $173,255 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $173,255 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,415 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $105,549 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,415 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $7,469 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $180,906 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $180,906 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $180,960 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $1,328 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,328 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $1,328 | LegalFeesAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,475 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,475 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $2,475 | AccountingFeesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,803 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,803 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $3,803 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $104,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $104,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $108,303 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,803 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $3,803 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $104,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $72,603 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $177,103 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $177,157 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $197,535 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $267,880 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $267,999 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $977,109 | CorporateStockBOYAmt |
| Corporate Stock EOY | $977,109 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $865,920 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,298,952 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,298,353 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,287,676 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $647 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,133 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,133 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,474,243 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,544,475 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,422,728 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,474,243 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,544,475 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,474,243 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,544,475 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,474,243 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,544,475 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,474,243 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $72,603 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,546,846 | SubtotalAmt |
| Other Decreases | $2,371 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,544,475 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| JMSIX | P | 2020-01-01 | 2023-12-31 | $375 | $404 | -$29 | -$29 |
| PHYTX | P | 2020-01-01 | 2023-12-31 | $180 | $205 | -$25 | -$25 |
| JPMORGAN CHASE & CO | P | 2023-01-01 | 2023-12-31 | $104,994 | $97,525 | $7,469 | $7,469 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,415 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $7,469 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,462 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,462 | SubtotalAmt |
| Tax Based On Investment Income | $2,462 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,480 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,480 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $57 | EsPenaltyAmt |
| Tax Due | $39 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHILIP L CHAN CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6262299922 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 S LAKE AVE STE 301 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CHIH-MING CHEN | |||||||||||
| 38 OLD COURSE DRIVE | NEWPORT BEACH | CA | 92660 | President | 1.00 | $0 | |||||
| CHONG DING | |||||||||||
| 38 OLD COURSE DRIVE | NEWPORT BEACH | CA | 92660 | Vice President | 1.00 | $0 | |||||
| ARIEL CHEN | |||||||||||
| Director | 1.00 | $0 | STE 3 6F NO 780 BEIAN RD | ZHONGSHAN DIST | TAIPEI | TW | 104 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,092,884 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $190,295 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,283,179 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,283,179 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $49,248 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,233,931 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $161,697 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $161,697 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,462 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,462 | TotalTaxAmt |
| Distributable Before Adj | $159,235 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $159,235 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $159,235 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $104,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $104,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $159,235 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $38,156 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $38,156 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $104,500 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $104,500 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $38,156 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $38,156 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $16,579 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| NTUADF | ||||||
| 38 RIDGEFIELD LANE | WILLOWBROOK | IL | 60527 | PC | GENERAL SUPPORT | $23,000 |
| NTUSPAA-NA | ||||||
| 12 IROQUOIS AVE | NEW BRITAIN | PA | 18901 | PC | GENERAL SUPPORT | $81,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $104,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $236 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $173,255 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $7,415 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $173,491 | ExclusionAmt |
| Related Or Exempt Function Incm | $7,415 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $180,906 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $2,475 | Amt |
| Net Investment Income | $2,475 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,475 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,328 | LegalFeesAmt |
| Net Investment Income | $1,328 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,328 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND RECEIVABLE | Desc |
| BOY Book Value | $647 | BOYBookValueAmt |
| EOY Book Value | $1,133 | EOYBookValueAmt |
| EOYFMV | $1,133 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2023 ESTIMATED TAX | Desc |
| Amt | $2,371 | Amt |