THE HUNG & KV FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE HUNG & KV FAMILY FOUNDATION (EIN 68-0484099)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-05
- IRS object ID
- 202403109349102010
- 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
- Depreciation Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Notes Loans Rcvbl Long Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-05T18:16:45-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330786071 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER H VUONG ACCOUNTANCY CORP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1811 W KATELLA AVE SUITE 225 | AddressLine1Txt |
| City | Anaheim | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92804 | 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 | 680484099 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HUNG AND KV FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HUNG | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1861 PUDDINGSTONE DR | AddressLine1Txt |
| City | LA VERNE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91750 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KHANH VAN NGUYEN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6269666843 | PhoneNum |
| Signature | 2024-11-01 | 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 | PETER H VUONG CPA | PreparerPersonNm |
| PTIN | P00380204 | PTIN |
| Phone | 7147767136 | PhoneNum |
| Preparation | 2024-11-05 | PreparationDt |
| 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 | $299,053 | 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 | $12,524 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12,524 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $12,524 | InterestOnSavingsAdjNetIncmAmt |
| Total Rev And Expnss | $12,524 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,524 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $12,524 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $7,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $7,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,475 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,475 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $681 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $681 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $3,240 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $3,240 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,896 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,896 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $67,293 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $67,293 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $81,189 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $81,189 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$68,665 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,524 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $12,524 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $75,005 | CashBOYAmt |
| Cash EOY | $14,887 | CashEOYAmt |
| Cash EOYFMV | $14,887 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $61,452 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $61,560 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $61,560 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $221,362 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $229,386 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $221,362 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $221,362 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $1,875 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,244 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,244 | PrepaidExpensesEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,119 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,119 | LandBldgEquipAccumDeprecAmt |
| Land EOY | $0 | LandEOYAmt |
| Total Assets BOY | $367,718 | TotalAssetsBOYAmt |
| Total Assets EOY | $299,053 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $299,053 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $367,718 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $299,053 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $367,718 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $299,053 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $367,718 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $299,053 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $367,718 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$68,665 | ExcessRevenueOverExpensesAmt |
| Subtotal | $299,053 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $299,053 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $174 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $174 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $174 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,418 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,418 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,244 | OverpaymentAmt |
| Applied To ES Tax | $1,244 | 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 | CA | 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 |
| Individual With Books | KHANH VAN T NGUYEN | IndividualWithBooksNm |
| Phone | 6269666843 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1861 PUDDINGTON DR | AddressLine1Txt |
| City | La Verne | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91750 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| HUNG TA NGUYEN | ||||||||
| 1861 PUDDINGSTONE DR | La Verne | CA | 91750 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| KHANH VAN T NGUYEN | ||||||||
| 1861 PUDDINGSTON DR | La Verne | CA | 91750 | TREASURER | 0.00 | $0 | $0 | $0 |
| ANNE KIM NGUYEN | ||||||||
| 1861 PUDDINGSTON DR | La Verne | CA | 91750 | SECRETARY | 18.00 | $7,500 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $61,475 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $42,786 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $104,261 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $104,261 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,564 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $102,697 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,135 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,135 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $174 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $174 | TotalTaxAmt |
| Distributable Before Adj | $4,961 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,961 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,961 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $81,189 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $81,189 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,961 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $85,664 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $82,305 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $34,543 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $16,644 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $64,097 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $283,253 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $81,189 | QualifyingDistributionsAmt |
| Applied To Current Year | $4,961 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $76,228 | RemainingDistriFromCorpusAmt |
| Total Corpus | $359,481 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $85,664 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $273,817 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $82,305 | ExcessFromYear4Amt |
| Excess From Year3 | $34,543 | ExcessFromYear3Amt |
| Excess From Year2 | $16,644 | ExcessFromYear2Amt |
| Excess From Year1 | $64,097 | ExcessFromYear1Amt |
| Excess From Current Year | $76,228 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PROJECT VIETNAM FOUNDATION | |||||||
| 15975 HARBOR BLVD | Fountain Valley | CA | 92708 | NA | PC | DONATION-TEACHING INTERVENTION PROJECT | $20,000 |
| MUSEUM OF THE REPUBLIC OF VIETNAM | |||||||
| 9842 BOLSA AVE UNIT B106 | Westminster | CA | 92683 | NA | PC | MUSEUM IN WESTMINSTER | $10,000 |
| MUSEUM RVN ARMED FORCES | |||||||
| 10175 SLATER AVE UNIT 100 | Fountain Valley | CA | 92708 | NA | PC | MUSEUM IN WESTMINSTER | $2,000 |
| SOCIAL ASSISTANCE PROGRAM FOR VN | |||||||
| 12881 KNOTT ST SUITE 116 | Garden Grove | CA | 92841 | NA | PC | PUBLIC CHARITY | $10,000 |
| VIET LOVE FOUNDATION INC | |||||||
| 9315 BOLSA AVE 166 B | Westminster | CA | 92683 | NA | PC | DONATION-VIET LOVEFOR TURKEY | $2,000 |
| THE ANAHEIM POLICE DEPT FOUNDATION | |||||||
| 425 S HARBOR BLVD | Anaheim | CA | 92805 | NA | PC | DONATION | $5,000 |
| REACHING OUT FOUNDATION | |||||||
| PO BOX 41848 | Long Beach | CA | 90853 | NA | PC | DONATION | $2,000 |
| VIETNAMESE HERITAGE MUSEUM | |||||||
| PO BOX 27372 | Santa Ana | CA | 92799 | NA | PC | DONATION | $1,000 |
| AHMC HEALTH FOUNDATION | |||||||
| 100 S RAYMOND AVE | Alhambra | CA | 91801 | NA | PC | DONATION-MASKS | $15,293 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $67,293 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,524 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $12,524 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,524 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,475 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,475 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | COMPUTER | PropertyDesc |
| Acquired | 2016-11-30 | AcquiredDt |
| Cost Or Other Basis | $2,119 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $2,119 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 5 | LifeRt |
| Current Year Expense | $0 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COMPUTER | CategoryOrItemTxt |
| Cost Or Other Basis | $2,119 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $2,119 | AccumulatedDepreciationAmt |
| Book Value | $0 | BookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| POSTAGE | $12 | $0 | $0 | $12 |
| TRAVEL EXPENSE | $3,228 | $0 | $0 | $3,228 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLINE CAI | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Insider Relationship | NONE | InsiderRelationshipTxt |
| Loan Original | $300,000 | LoanOriginalAmt |
| Balance Due | $0 | BalanceDueAmt |
| Note | 2010-06 | NoteDt |
| Loan Maturity | 2040-07 | LoanMaturityDt |
| Repayment Terms | 30 YEAR FIXED MORTGA | RepaymentTermsTxt |
| Interest | 5.50 | InterestRt |
| Security Provided Borrower | DEED OF TRUST | SecurityProvidedBorrowerTxt |
| Loan Purpose | INVESTMENT IN NOTE SECURED BY DEED OF TRUST | LoanPurposeTxt |
| Consideration FMV | $221,362 | ConsiderationFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| LICENSE AND FEES | $50 | $0 | $0 | $50 |
| EXCISE TAX | $631 | $0 | $0 | $631 |
Comments